WEBVTT

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Six years ago, we put out a video on micro LED,

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or micro LED as I call it, an emerging display tech that looked poised

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to overtake OLED. There was even a report that Apple invested

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around $3 billion into micro LED with an aim of debuting it in a new Apple Watch.

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And that made some sense as micro LED displays offer crucial advantages over the current state of the art,

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OLED. They last much longer, they resist burn in,

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and they can get much brighter all the while, also having self lighting pixels

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and those inky dark black levels. But here we are six years later,

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and micro LED displays are barely anywhere to be seen.

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What gives? For starters, micro LED is very difficult to manufacture.

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Not only do you have to place the sub pixels onto the display one at a time,

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and there's a lot of them, but if one of those sub pixels ends up being dead,

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then you have to take it off and put a new one in its place.

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But it can be tough to do this without damaging nearby pixels.

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And once this happens enough, you've suddenly got a dud of a product.

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A related issue is just how small the pixels need to be.

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Although in a strict sense, you can build a micro LED display with big pixels.

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Samsung's almost famous The Wall actually had relatively large ones.

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The problem is that the wafers upon which the LEDs are printed are extremely expensive.

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And to make micro LED cost effective, you need to be able to make multiple displays

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from a single wafer, meaning smaller pixels.

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But making pixels that small is also quite challenging,

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as some pixels are more likely to come out defective and shrinking them down also makes them much less efficient.

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For example, a micro LED size blue LED is only about 40% efficient.

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But even that is nothing compared to red, which is notoriously inefficient.

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We're talking around 1% efficient.

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Sounds like a lot of energy and a lot of heat. So how in the world is the industry

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looking at fixing this problem? It's actually possible to combine quantum dots

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which emit specific colors of light according to their size

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with micro LEDs to make them brighter.

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Although this is tricky because the number of photons coming out of the LEDs is often higher

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than quantum dots can effectively handle, it's something that the industry is looking

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for a way to do effectively. However, despite the fact that micro LED

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can get brighter than OLED, OLED technology, partly with the help of quantum dots,

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has evolved to the point where brightness isn't as much of an issue as it used to be,

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which is important for HDR. In fact, there are now OLED TVs

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that can hit 3,000 nits of brightness, which is plenty bright for most applications.

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So where exactly does that leave micro LED? It did look like the initial advantage of micro LED,

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namely better efficiency and enhanced brightness, would make it good for something like a smartwatch,

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which you'd often be looking at in bright sunlight.

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Apple thought the same, obviously, which is why they invested billions into micro LED production for the Apple Watch,

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but they canceled these plans in early 2024 due to the difficulties we already mentioned,

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as well as the fact that higher end watch displays

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are pretty darn good in terms of brightness and battery life.

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And guess what? The current Apple Watch uses OLED.

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NanoSys, a major developer of micro LED technology, likewise sold off their micro LED fab

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to a startup that isn't even gonna be using it to make displays. Instead, they're gonna use micro LEDs

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for multi-terabit interconnects. So basically, using it for optical communication,

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which is pretty cool in its own right, but a very far cry from the original vision

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of micro LED being the future of TVs, monitors, and watch displays.

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Between OLED's development future looking bright

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and the emergence of competing technologies like Qdell or QDEL, essentially quantum dots

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that emit their own light when you feed them electricity, that promise many of the benefits of micro LED

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without the ridiculous manufacturing problems. Micro LED might end up only being a thing

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in applications that we now consider niche. For example, they might end up powering augmented reality

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glasses due to their high brightness. We're talking like three million nits brightness.

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It's crazy, but it's far from a sure thing. In the meantime, we do at least have

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this cool micro LED concept laptop, but I'm not sure why you'd want everyone

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being able to see what you're looking at from the other side of the screen. So thanks for watching guys.

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If you liked this video, you might wanna see our original video on micro LED.

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You can check that out right here, it's somewhere.
