[新聞] 台積電與蘋果合作研發超先進顯示器

[coldman519 (我歌月徘徊 我舞影凌亂)]

原文標題：Apple partners with TSMC to develop ultra-advanced displays
                                      (請勿刪減原文標題)  
原文連結：https://s.nikkei.com/3a5BgSb
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發布時間：2/10
                                      (請以原文網頁/報紙之發布時間為準)


原文內容：
TAOYUAN, Taiwan -- Apple has partnered with Taiwan Semiconductor
Manufacturing Co. to develop ultra-advanced display technology at a secretive
facility in Taiwan, Nikkei Asia learned.

蘋果與台積電合作，在台灣的一個秘密研究設施中開發超先進顯示技術

The California tech giant plans to develop micro OLED displays -- a radically
different type of display built directly onto chip wafers -- with the
ultimate goal of using the new technology in its upcoming augmented reality
devices, sources briefed on the matter said.

蘋果計畫開發的 micro OLED 顯示器，與傳統顯示器非常不同的是它直接 build onto
晶片(晶圓)之上，目的為了未來AR裝置相關應用

Apple is collaborating with its longtime chip supplier TSMC because micro
OLED displays are not built on glass substrates like the conventional LCD
screens in smartphones and TVs, or OLED displays used in high-end
smartphones. Instead, these new displays are built directly onto wafers --
the substrates that semiconductors are fabricated on -- allowing for displays
that are far thinner and smaller and use less power, making them more
suitable for use in wearable AR devices, according to sources familiar with
the projects.

micro OLED並非像是LCD或OLED一樣build在玻璃基質上，而是build在晶圓之上
所以顯示器可以非常細小而且低能耗，並且適用於穿戴式AR裝置

The project represents a further deepening of Apple's relationship with TSMC,
the sole supplier of iPhone processors, even as the U.S. tech giant works to
reduce its reliance on other major suppliers. The Taiwanese chipmaking giant
is also helping Apple build its in-house designed central processors for Mac
computers.

The micro OLED project is now at the trial production stage, sources said,
and it will take several years to achieve mass production. The displays under
development are less than 1 inch in size.

目前 micro OLED 在試產階段，並且將花費數年以達成大規模生產。
正在開發中的顯示器尺寸小於 1 英吋。

"Panel players are good at making screens bigger and bigger, but when it
comes to thin and light devices like AR glasses, you need a very small
screen," said a source who has direct information on the micro OLED R&D
project. "Apple is partnering with TSMC to develop the technology because the
chipmaker's expertise is making things ultra-small and good, while Apple is
also leveraging panel experts' know-how on display technologies."

Some parts of the planned microdisplay manufacturing will use TSMC's existing
chip-production equipment and processes, sources said.

The project is one of two being conducted at Apple's secretive labs in
Longtan District in the northern Taiwanese city of Taoyuan. In addition to
micro OLED displays, the company is also working on micro LED technology, and
has trial production lines in place for both types, Nikkei has learned.

Apple's complex in Longtan Science Park consists of several unmarked white
buildings -- there is no company logo or address on the outside, and only a
very faint apple symbol could be seen in the lobby, Nikkei reporters saw on a
recent visit. Apple registered a company at the park in 2014, and expanded it
in 2020. The complex is within walking distance of TSMC's advanced
chip-packaging and testing plant, which is located in the same science park.

蘋果在龍潭科學園區的設施包含幾棟不起眼的白色建築--沒有公司logo或是地址在外牆
只有在大廳能看見一個非常不明顯的Apple標誌。蘋果在2014年在園區註冊了一家公司，
並且於2020年在園區擴大範圍。該設施在同樣在龍潭園區的台積電廠房附近，走路可達

Apple has hired dozens of veterans from Taiwanese display maker AU
Optoelectronics to work on the micro OLED project, one of the sources
familiar with the situation said, as well as display experts from Japan and
elsewhere. Anyone who signs up to work on the program must sign a strict
non-disclosure agreement that forbids them from even meeting with friends or
acquaintances working in the tech industry, the source added.

蘋果已經從友達光電雇用了數十位資深人員來開發 micro OLED，也有一些專家來自日本
及其他地方。只要參加本項工作的必須簽署非常嚴苛的保密條約，甚至不能與在相同產業
的朋友/熟人見面。

The U.S. tech giant on Monday posted on a Taiwanese job platform seeking
applicants to work in Longtan who have expertise in operating OLED vacuum
evaporation equipment, packaging and testing equipment, and measurement
equipment. It is the first time for Apple to hire manufacturing-related
employees in Taiwan via public platforms.

蘋果已於本週一在台灣的徵才平台發布龍潭的工作訊息，要求有OLED相關經驗
這是蘋果首次於台灣的公開徵才平台發布徵才廣告。

Apple is not the only company pursuing this new line of display technology.
Sony Semiconductor Solutions, a longtime Apple supplier, says it has
developed micro OLED display technology that can be used in AR and VR
glasses, as well as for other industrial and consumer products.

China's display national champion BOE Technology Group has teamed up with
Yunnan North OLiGHTEK Opto-Electronic Technology and U.S.-based Kopin, an
ultra-small display technology provider, on a joint-venture to develop micro
OLED displays for wearable and AR devices.

Apple's other display project at the Longtan campus focuses on micro LED
technology, which the company hopes to eventually use in the Apple Watch,
iPads and MacBooks. Apple has partnered with Taiwanese LED company Epistar to
co-develop the technology.

Like micro OLEDs, the micro LED project also involves some chip manufacturing
technology. The components are 100 times smaller than those used in LED
lighting products and they do not need backlight modules like traditional
LEDs and LCDs, meaning the display can be much thinner. Micro LEDs also
provide high color contrast and can be used to make curved or foldable
screens, similar to OLED screens.

Samsung, Apple, BOE Technology and China's largest LED maker San'an
Optoelectronics are all working to make the technology commercially viable,
but finding a way to mass-transfer millions of tiny components to a substrate
accurately and affordably remains a major hurdle.

Apple's push to develop these new display technologies is part of its efforts
to reduce its dependence on Samsung Electronics, the global leader in OLEDs
-- and the U.S. company's biggest rival in the smartphone arena. The South
Korean company is Apple's main supplier of the cutting edge displays, which
are now seen as a must-have feature for high-end smartphones. OLED screens
are the second-most costly component in the iPhone 12 range, after the
Qualcomm 5G modem.

"Not every technology that Apple develops will be introduced or actually used
in its products, but the company could strategically apply patents for its
own patent portfolio and technology advancements to gain more control in the
next generation technologies," one of the people said.

TSMC declined to comment for this story. Apple did not respond to repeated
requests for comment.

Eric Chiou, a veteran display analyst at research agency TrendForce, told
Nikkei that Micro OLED could be the most ideal display technology for
next-generation AR displays as it can make a display ultra-small, reducing
the overall weight of the device, but also comes with high-resolution. "The
technology is a mix of semiconductor and display manufacturing know-how,"
Chiou said.

"However, it is currently in its early stage of development. It is not likely
Apple could immediately introduce its self-developed technology into its
first AR products in one to two years," the analyst added.


心得/評論：                             ※必需填寫滿20字

日經獨家消息，和GG共同開發直接build在晶片上的micro OLED顯示器，未來
用於AR/VR等應用，2330年底上看____?

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推 Leo4891     : 這啥 晶片上的顯示器?
噓 maxboy06    : 存骨台積電不如存股宏達電
噓 outzumin    : GG神勇 跨足IIIV連光電都要稱霸惹 股價上看2000
→ furnaceh    : 智慧電燈的概念？
→ outzumin    : 賺錢太容易 All in GG 2年退休
推 jimmyid4    : 蝌蚪文看不懂
推 small91051  : 龍潭那間？
推 user048288ef: 夭壽，micro led的大利空
→ transfight  : QQ老新聞了………
推 abcd425heart: 所以晶片會發光？
※ 編輯: coldman519 (138.75.218.208 新加坡), 02/10/2021 11:46:13
→ appledick   : 原來那間是為了這個，真VR要出現了！！！
推 farker      : Nikkei最近好多台積電的第一手新聞
推 duacoa      : 我大錸德.......
→ appledick   : 這樣顯示的效能應該變成是直接透過晶片本身去推動，
→ appledick   : 不用三小頂級4K、8K顯卡去推了
→ appledick   : 如果是真的，VR即將引爆未來市場
推 mecca       : 雞雞甚麼時候會比馬斯克更早移民火星?
推 wade00123   : https://pttcareers.com/Tech_Job/1W8I8lSk
推 p155239     : 桃園 龍潭 O達？
→ edshen      : 沒有達達的事情啦，雙方在渴望園區都有設點
推 sumarai     : 17號一飛沖天
推 Coffeewater : ?? 台積電要開始生產OLED了?
推 saygogo     : 晶圓級顯示器封裝！？ 這是哪裡來的黑科技
→ felixr0123  : 智慧眼鏡
推 poeoe       : 顯示的運算還是要顯卡 又不是把運算單元直接跟OLED
→ poeoe       : 做在一起
推 megaman1206 : RBG晶片?
推 ganninian   : 今年上看800沒問題吧
→ JoeyChen    : 這為什麼有助於推動VR?
推 zakijudelo  : 宏達電不要再搞什麼VR，直接切入AR，並跟著蘋果、GG
→ zakijudelo  : 的腳步，看會不會起飛吧～
推 playthesong : 封個關利多不斷欸
→ changmary   : 下次可能台積電連疫苗也做出來了
→ edshen      : 蘋果忍耐不住 把外星人黑科技拿出來了嗎？
推 abdiascat   : 不要再欺負面板雙喵了
→ CWEBBE      : 新聞有夠多..是利多出盡嗎
推 Evonn       : All in GG
→ Evonn       : 不要誤會，我是說所有東西都build在晶圓上
推 saygogo     : 這個成功算吃10年以上獨門技術吧  2330 to 2330
推 if2         : 下週三六字頭最後機會
推 max0616     : 利多狂發 買！
推 clecer      : microled 晶粒是um等級的，說是晶片不為過
推 pavaro      : 又是錼創嗎
推 globekiller : 有輪班星人在 作出外星科技好像也不過份
推 saygogo     : 關鍵零組件台積電跟蘋果自幹其他的就外購然後交給
→ saygogo     : 鴻海組裝
推 poeoe       : MICRO LED 和 MICRO OLED要分清楚啦
推 odddriver   : 日經怎麼都能有這種獨家新聞
推 saygogo     : 這個東西如果拉進去蘋果生態系感覺很有戲不知道可
→ saygogo     : 以整合出什麼產業鏈
推 slrmbenz    : 之前風向不是友達合作?
推 stosto      : 那間明明就只有apple的，哪個時候又出現合作，裡
→ stosto      : 面資料有夠保密，根本沒外人知道細節
推 skizard     : 龍潭那間很久了吧
推 kenro       : 一直有傳聞gg跟著蘋果在弄啊
→ Ghostchaos  : 研發好幾年了都研發不出來 看來還是要靠GG
→ kuma660224  : 龍潭研發很久了
→ kuma660224  : 做到micro已經不是普通led了
→ kuma660224  : 那大量搬移的封測良率爬坡
→ kuma660224  : 是台積電能出手的強項
→ kuma660224  : 而且台積電也想打擊三星面板優勢
→ kuma660224  : 別想老是用面板記憶體賺得補貼代工
→ kuma660224  : 台積電跟蘋果合作已經傳很久了
推 madeinheaven: 台積電想打擊三星面板優勢？？？
推 pqpqpqpq    : 又有TSMC的局，就台股其它都是...
推 magic404011 : 之後會不會有晶圓疫苗
→ pqpqpqpq    :  https://i.imgur.com/ew4Cr22.jpg
推 saygogo     : 像這種東西就蘋果打死不可能跟三星合作
推 gn02620938  : 晶電辛苦了 可以下去了
→ iPhoneX3    : 噴
推 abc5555990  :  會有消息表示成品不遠了 三星面板這下也要完蛋了
推 floatbear227: 果然是有八十萬股東的股票
推 rayccccc    : 這是黑科技吧
推 wowjesus    : 就3D  封裝 2.0把
推 onlyforone  : 龍潭是apple 跟晶電合作的吧...
推 square      : 這個新聞好像以前看過耶
推 awss1971    : 這下雙虎真變死貓了 https://imgur.com/AFkBwZo.jpg
→ inconspicous: 看到GG apple，高潮就對了誰管內容
推 davidr      : 穿戴用上micro oled  就是真的創造需求出來了
推 kanyewest927: 舊聞了，就是用晶圓製程做出微小的透鏡
推 goodjop     : 哦哦 這個屌 堪稱黑科技
推 jimhall     : 台積光電不是賣了
推 apowchen    : 早就知道了 還好我提早進場
→ krthree     : 這是AR用的，又不是一般顯示器
推 lumia1120   : 上看1000？
推 boogieman   : 哇VRMMORPG的年代要來了
→ boogieman   : 歡迎光臨Sword Art Online
→ AxelGod     : 過年期間 消息不斷
→ nakayamayyt : 這間不是好幾年了 新聞早就寫過了
推 rickylin    : 空間音訊加上這個螢幕，搭配強力蘋果晶片，AR設備
→ rickylin    : 應該就算是完成品了
推 lunarexia   : Taiwan can help!!
→ kougousei   : AR光學系統不是只有螢幕....
推 IdontCareToo: 假新聞，Mini都還沒大規模哪來的Micro？
推 madeinheaven: 樓上這新聞說的是micro OLED不是micro LED
→ madeinheaven: 然後Micro LED電視三星已經量產開賣了
推 guitarcho   : 台積電的積是積簽摳的積！
推 smallroad   : 利多不斷，股東抖抖抖
推 dave070715  : 好奇小於一英吋要怎麼用VR
→ boogieman   : 有看過蜻蜓或蒼蠅眼睛放大圖嗎?
→ BenJMAS     : 每年都要不斷地編造這種故事來自爽，然後繼續拐騙
→ BenJMAS     : 。
推 zeroBB      : 上看1000。已買好等噴
推 juseschen   : AR跟VR差很多，這個應該是準備做眼鏡
推 seth582025  : 2330開紅盤直接漲停謝謝
→ fallinlove15: 如果做眼鏡的話 背光反而是最適合的吧 這頂多用在
→ fallinlove15: 手錶那種可以減輕重量 體積 耗電 雖然說聽起來很酷
→ fallinlove15:  但成本降下來恐怕還有很長一段路要走
推 stosto      : 傳聞歸傳聞啦，這件事情你覺得找不到相關人士證實
→ stosto      : ，那邊真的太保密。
→ fallinlove15: 不過看起來環保一直都不是首選 畢竟這樣做未來要維
→ fallinlove15: 修大概做不到
→ aitela      : 有人連半導體的運用都不知道，會覺得好強也不意外
推 baboosh     : 股價上看2330
噓 pf775       : 韓國LG三星又要倒閉了嗎
→ kuma660224  : 基本上面板本來就沒在維修的
→ kuma660224  : 壞了就換  環保吃土
推 somefatguy  : 圖形運算直接在面板上執行
推 moneyguy    : 遲早會走到這一步的
推 henryyeh5566: 2330上看2330 600梯歐硬啦
推 chudly      : 這本來就是最強oled 的解法啊，20年前就有很多paper
→ chudly      : ， 只是都是實驗級，有成本考量沒人會這樣量產
→ cchh179     : 群創 qq
推 lmc66       : 丸子 封關賣股的買不回來了
推 gokuhwanlai : 個人懷疑GG內藏有外星人
推 xliu        : 這對富采是利多？龍潭不是跟晶電合作嗎？
推 KID0924     : 錼創，友達，晶電，聯電，合作肯定能搞出來
推 KID0924     : 公司人數已經翻倍了，量產指日可待
推 hkr91511208 : 利多出盡
→ roee333     : 我覺得很可能杯三星超車，畢竟三星兩個都有，整合更
→ roee333     : 快