NuAxiSemiconductor trade intelligence

Micro-LED IP plateaus after seven years of exponential growth

What happened

Apple has cancelled its $3 billion micro-LED smartwatch project after a decade of investment, according to a Yole Group report. The report also indicates that micro-LED intellectual property growth has plateaued after seven years of exponential expansion. Bearish: This signals reduced near-term commercial demand and investment urgency for micro-LED components, potentially easing supply chain pressure for related raw materials.

Impact and signal

Low impactImpact score: 10/100

Affected components and suppliers

Micro-LED

Apple

investment-cancelr&d-slowdownip-plateau

Source and time

Source: Semiconductor Today · 5/17/2024 · View original source

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Micro-LED IP plateaus after seven years of exponential growth

What happened

Impact and signal

Affected components and suppliers

Source and time

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