The Death of LCDs, Means New Life for Chips
The LCD industry is declining as companies sell factories to semiconductor firms. Apple will no longer use LCDs in iPhones, signaling a market shift towards advanced packaging technologies and glass substrates.
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The decline of LCD technology is becoming evident as major companies pivot towards semiconductor production. Recent developments include Innolux selling an LCD factory to TSMC and AUO planning to sell two facilities to Micron. Apple has also announced it will no longer use LCDs in future iPhones, signaling a significant shift in the market. The LCD industry, which has been around for over a century, has stagnated in terms of innovation, with resolution improvements plateauing and consumer demand waning. In contrast, companies that adapted to new technologies, like OLED, have thrived. TSMC and Micron's acquisitions indicate a strategic move towards high-bandwidth memory and advanced chip packaging technologies, utilizing existing LCD manufacturing capabilities. The transition to glass substrates for chip packaging is gaining traction, as they allow for larger sizes and improved performance. This shift is supported by the expertise of former LCD manufacturers, who are now repurposing their facilities for semiconductor production. While Chinese companies like BOE and CSOT dominate the LCD market, the future of the industry appears bleak, with Taiwanese firms like AUO and Innolux making pragmatic decisions to sell their assets while they still hold value.
- The LCD market is declining, with major companies selling their factories to semiconductor manufacturers.
- Apple has ceased using LCDs in its iPhones, indicating a significant market shift.
- The semiconductor industry is moving towards advanced packaging technologies, including glass substrates.
- Former LCD manufacturers are repurposing their facilities for semiconductor production.
- Chinese companies dominate the LCD market but face challenges as the industry declines.
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9 commentsMiniLED backlit LCD display tech can come pretty close to OLED and it’s only going to get cheaper. I’m a longtime OLED enthusiast but the M1 series displays were what convinced me there’s a long future for LCD TVs and monitors.
Announcing the death of LCDs seems slightly immature.
I bet you could do pretty convincing 3x scaling on a 4k oled and simulate the individual R, G, and B pixels with the right hardware though.
Cant it also be a display? Nothing fancy, just rows of flashing leds to illustrate activity would be enough.
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