苹果正关注minLED屏幕 它可能成未来产品的“门面”
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互联网络 2019-04-11 00:09:36 字数:1055

4月10日上午消息,天风国际证券分析师郭明錤(Ming-Chi Kuo)近日在他的研究报告中谈到,未来几年,苹果可能会推出几款使用“mini LED”屏幕的产品。这种新的显示材质能提供更好的色彩和对比度。

苹果相信Mac仍是程序员的第一选择

根据郭明錤的说法,苹果会在近两年推出使用miniLED的如下产品:

一款31.6英寸的显示器,采用全新设计,将于2019年第二或第三季度推出;

屏幕尺寸10英寸到12英寸之间的新iPad,2020年末或2021年初推出;

15英寸到17英寸之间的新款MacBook笔记本电脑,预计2021年上半年推出;

虽然Mac电脑对苹果公司的收入贡献相比iPhone要小,但他们坚持认为,程序员这类专业用户仍会选择Mac电脑,因为所有iPhone软件开发都必须在Mac上进行。

或许因为用户对新款高端Mac电脑的期待,以至于苹果在2017年罕见地提前宣布自己会推出新款的Mac Pro高性能工作站和专业级显示器。

他们当时没有确定具体时间,但很多人相信,很可能是今年6月的WWDC全球开发者大会期间,那正是属于码农们的专业大会。

miniLED这种新材质

因为屏幕较小,现在的旗舰手机通常使用OLED显示屏。但研究显示,OLED的使用寿命相对较短,而且容易老化,对手机这种两三年甚至一年一换的产品来说问题不大,但专业产品是需要使用5-10年的东西,所以他们才会研究mini LED技术。

郭明錤表示,miniLED可以给苹果的产品带来更宽的色域和更高的对比度,这将有助于苹果拉开与竞品的差距。

31英寸的显示器可能是其中代表,昨天我们也谈过这款产品的传闻,这款苹果自有品牌的显示器将采用“全新设计”,定位“非常高端”。

这么看,WWDC大会还真是个很适合它出场的机会。虽然从产业链上看,这款传说中的产品可能可能是一个产量较低的产品,但这并不妨碍它在少数需要顶尖产品的人群中流行起来。

苹果看重一种技术并悄悄投资已是惯例,当年的Retina显示屏,之后的faceID结构光技术都因为苹果提前布局,给他们带来了一年甚至更长时间的产品优势。

目前投资显示产业的也不止苹果。此前,三星电子订购了中国LED外延片和芯片制造商三安光电位于厦门的mini LED产能,以确保其大尺寸高端液晶电视背光芯片供应。

郭明錤的研究重点是向苹果供应零部件的公司,也正是因此,他曾多次准确预测苹果产品。他认为,对投资者来说,LED相关供应链是颇具吸引力的选择,尤其是2020年左右,如果巨头们纷纷进入这个行业,产业可能出现供不应求的状况。


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