Apple Inc is exploring launching iPhones with bigger screens,
Reuters) - Apple Inc is exploring launching iPhones with bigger screens, as well as cheaper models in a range of colors, over the next year, said four people with knowledge of the matter, as it takes a cue from rival Samsung Electronics....Apple is looking at introducing at least two bigger iPhones next year - one with a 4.7-inch screen and one with a 5.7-inch screen...Japan's Sharp Corp and Japan Display and South Korea's LG Display will supply the panels for the aluminum iPhone 5S and the plastic iPhone.
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Anyway, what Apple needs is to improve the Retina rather than, necessarily, make it bigger. The rumor mill suggests it could do that with quantum dot technology from 3M or through Sharp IGZO back panels.
A larger display? I think Apple is hamstrung on displays. Go for IGZO back panels – Samsung owns a part of Sharp and will know about it (there’s already a rumor that Samsung is preparing to launch the first IGZO tablet, for no better reason than to be first). Go for PHOLEDs and they need to negotiate with Samsung, who dominate OLED production. Go for quantum dot and Samsung is an investor in one of the key players. Apple has to do some serious innovation in displays to avoid being hog-tied by its competitors.
Weight.... what about power consumption. Apple's iPhone is already consuming to much too quickly. The IZGO screen drains the batteries. I have a Galaxy S3 and have no trouble having it on all day.
The S4 is probably even better. Now, with the flexible form-factor in the one year horrizon the question is whether Apple can or will do the right thing. LG and AUO are their bet .... or perhaps just building an OLED plant in the US. BUT......BUT.... Apple is a dead company. They had a chance to by Waze and move from being a lagger to being the top navigation company. So what did Apple do..... #$%$ up. They allowed Google (at some point Facebook) take it over. If Apple continues this route they will be $300 in a year . Meanwhile Samsung will start going to the 7 and 10" tablets. I can't wait to see OLED at this scale. Forget about the iPAD..... As the story unfolds PANL si the right company at the right place.
So from display quality we went to weight? Is that the only benefit left for OLED now?
I guess it is... With OLED your phone weighs a few grams lighter, and it will probably be a fraction thinner...
I'll give you that!
With its incredible depth of technical development, sophisticated and frighteningly efficient manufacturing, octopussian supply chain, multiple applications, huge volume, and effective distribution, LCD has held off all serious competitors for computer and television displays. Indeed, LCDs for consumer applications such as TV are so inexpensive than panel-makers make little or no money manufacturing them. That’s another story, but it makes competing with LCDs even more difficult.
So what would happen if a new LCD-TV technology arose that would substantially narrow the difference in image quality between LCD and OLED, and do so at a cost that is much, much less than the cost of an OLED-TV? History could repeat itself, and OLED-TV’s window of opportunity could close.
Such a technology exists, is currently available at consumer electronics retailers, and was shown by two separate vendors at SID. The technology is quantum-dot-enhanced backlights, which I, and many others, have described extensively. Adding the quantum-dot enhancement is close to cost neutral. It’s also a very good deal for consumers, who get OLED-like color for a very affordable price premium.
Remember, the only place where OLED is successful, thus far, is in cell phones. Picture a 5-inch, 1920×1080, LCD smart phone display with QDEF. That would give Samsung Display something to think about.