Apple Watch's advanced AMOLED display far more costly than traditional screens - report

Posted:
in Future Apple Hardware edited September 2014
The flexible AMOLED display found in Apple's new smart watch is believed to be among the most-costly mobile device displays available, according to a new report, with the 1.5-inch units thought to cost more than half as much as the 4.7-inch LCD in the new iPhone 6.




The plastic-backed AMOLED display in the 42-millimeter Apple Watch is pegged at an approximate all-in cost of $27.41 per unit, market research firm NPD DisplaySearch said on Monday, compared to the $45 per unit estimate from IHS for the 4.7-inch Retina display in the iPhone 6. Both costs include the display itself, as well as touch modules, cover glass, and the labor needed to build the components.

Despite the high price, only $7.86 of the $27.41 total is said to come from the display itself. Most of the additional cost comes from the cover glass --?though it not clear whether sapphire is included in this calculation --?and the touch module.

"The plastic AMOLED offers design flexibility and is very rugged," NPD manufacturing research executive Charles Annis said in a release. Much of that flexibility stems from its significantly thinner profile -- 65 percent thinner and lighter than a traditional LCD, and 50 percent thinner and lighter than a glass-backed AMOLED display.

"Apple's choice of a plastic AMOLED as the display medium for its Watch reflects not only its strategy of emphasizing quality, but also suggests increasing confidence in flexible displays as an enabling technology for wearable computers," Annis added.

Apple's entry into the OLED supply chain is also likely to have a significant impact on shipments of smaller OLED displays. While shipments of OLED displays headed for smart watches have held steady at around 1 million per quarter for the last year, Apple alone is expected to consume some 8 million displays in the fourth quarter of 2014 as it gears up for the Apple Watch launch early next year.
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Comments

  • Reply 1 of 74
    With a full year of manufacturing capacity build out and advancement, seems like a logical conclusion to draw is OLED coming soon to iphone for the battery life advantage.
  • Reply 2 of 74

    I love my new iPhone 6 128 Space Gray. We just had a new Whole Foods store open in our town, and I can't wait to try out Apple Pay there and elsewhere—with my iPhone and with my Apple Watch.

     

    Life is good.

     

    Love it that Apple just keeps on doing what it does best: great design, great products, great ecosystem, all of which make our lives better.

     

    One rather reliable index of Apple's escalating success is the escalating volume of its "detractors." Most likely paid shills, bottom feeders.

  • Reply 3 of 74
    I am looking forward to this release, it will be a massive selling device. I know several people, real people - not Apple buffs or gadget freaks - that have said they will be buying this day one. One even said they want all three of the offered variants !

    I took a look in a jewellers window at the various Tag Hauer's, Omega's - etc some of them are HUGE ugly things compared to the refined design of the AppleWatch, and all they do is keep time reasonably well.

    AppleWatch will do and is so much more !
  • Reply 4 of 74
    muppetrymuppetry Posts: 3,331member
    Flexible for manufacturing purposes, presumably, since nothing about the design released so far, at least that I have seen, indicates a flexible device - in fact quite the opposite.
  • Reply 5 of 74
    1) I've suggesting for a couple years now that AMOLED would likely be the best choice for a wearable because of the deep black that would meld into the border nicely, as well the ability to have very few pixels lit up for the clock or other tasks to help conserve battery life, and the demo we saw definitely points in that direction, but how does NPD DisplaySearch know this as a fact?

    2) How can NPD DisplaySearch make this prediction down to the penny but then not be clear as to what they include in reference to the display components? :???:

    jerry602 wrote: »
    With a full year of manufacturing capacity build out and advancement, seems like a logical conclusion to draw is OLED coming soon to iphone for the battery life advantage.

    I don't see that happening anytime soon.

    muppetry wrote: »
    Flexible for manufacturing purposes, presumably, since nothing about the design released so far, at least that I have seen, indicates a flexible device - in fact quite the opposite.

    I hate when that's not explained well. Too many people still see the word flexible in regards to a component and assume the device will be that way.


    PS: I still have hope that Apple will go the more complex route of making a new core style every year which will allow the S-series complete SoC (and perhaps the sensor array packed around the ceramic inductive charging unit) to be replaceable for many years done the line with a standard size and interface design. I think this would give the best of both worlds for a "smart"-watch insofar that one can collect the yearly styles but have a modern "smart"-watch without losing most features. If you are spending thousands on a gold ?Watch every year then paying $150 for a the updated S-series SoC to be installed probably won't be an issue. I'm hoping that's why they decided to put everything into one chip and seal it with resin, which I hope has least an IP67 rating.
  • Reply 6 of 74
    gatorguygatorguy Posts: 24,650member
    amoradala wrote: »
    I am looking forward to this release, it will be a massive selling device. I know several people, real people - not Apple buffs or gadget freaks - that have said they will be buying this day one. One even said they want all three of the offered variants !

    I took a look in a jewellers window at the various Tag Hauer's, Omega's - etc some of them are HUGE ugly things compared to the refined design of the AppleWatch, and all they do is keep time reasonably well.

    ...As long as they don't show the home screen in promo shots. I'll be very surprised if most AI members don't find it unattractive and a distraction from the otherwise fashionable watch design itself. Fortunately that part is software which can always be changed.
    1000
  • Reply 7 of 74
    gatorguy wrote: »
    ...As long as they don't show the home screen in promo shots. I'll be very surprised if most AI members don't find it unattractive and a distraction from the otherwise fashionable watch design itself. Fortunately that part is software which can always be changed.
    [image]

    It's definitely the part I find the least attractive. As for changing it, Apple tends to keep their "Home" designs for a very long time.
  • Reply 8 of 74
    apple ][apple ][ Posts: 9,233member
    Quote:
    Originally Posted by Gatorguy View Post



    ...As long as they don't show the home screen in promo shots. I'll be very surprised if most AI members don't find it unattractive and a distraction from the otherwise fashionable watch design itself. Fortunately that part is software which can always be changed.

     

    I don't mind the home screen of apps shown in a planetary fashion.

     

    I was reading an article on another tech site, they were showing screens of certain apps and functions of the Apple Watch, and they were comparing it to the Moto watch, and the Apple Watch display looked better in every instance. The Android watch display looked very simplistic, like it was made for five year olds. The Apple display was much more detailed, showing much more information in their apps. What was shown on one Apple screen took multiple screens on the Android watch, to display the same information.

     

    The Apple watch is far more advanced than any of those Android watch gimmicks that have come along.

  • Reply 9 of 74
    cpsrocpsro Posts: 3,239member
    Quote:

    Originally Posted by sog35 View Post

     

    Who is supplying the screens?  Is it SAMDUNG?


    Either them or LoG.

    That is why you will not see an AMOLED panel on an iPhone, iPad or anything else. The Koreans wish to charge a premium to Apple, since Apple won't let them copy.

  • Reply 10 of 74
    Quote:

    Originally Posted by SolipsismX View Post

     
    Quote:

    Originally Posted by Gatorguy View Post



    ...As long as they don't show the home screen in promo shots. I'll be very surprised if most AI members don't find it unattractive and a distraction from the otherwise fashionable watch design itself. Fortunately that part is software which can always be changed.

    [image]




    It's definitely the part I find the least attractive. As for changing it, Apple tends to keep their "Home" designs for a very long time.

     

    Agreed - it just looks like miniature metro re-imagined with circular tiles, and too gaudy for an otherwise spectacular design. Certainly won't stop me from buying one though.

  • Reply 11 of 74
    rogifanrogifan Posts: 10,669member
    sog35 wrote: »
    I did notice on the demo's the AppleWatch screens were extremely bright. These are NOT cheap screens.

    Who is supplying the screens? Is it SAMDUNG?

    Can't wait for Mr Frost to come here and say this product is already a failure.
    Andy Ihnatko, who was at the keynote and saw the Watch up close called the screen "fantastic". Probably why there're having issues with battery life.

    Slightly OT but I noticed on Instagram that some of Apple's designers are attending Paris Fashion Week. From one photo posted on Instagram it looks like they're traveling with Jony Ive and Marc Newson on Jony's private jet. And in another you can clearly see one of the designers wearing an Apple Watch. Clearly Apple is going to be positioning the Watch as a fashion item and I wouldn't be surprised if they're working on other fashion related wearables. I doubt they hired Marc Newson to design new MacBook Airs.

    10yoxw8.jpg

    2n1e6tx.jpg
  • Reply 12 of 74
    rogifan wrote: »
    2n1e6tx.jpg

    That guy doesn't look small and yet that watch seems very thick on his wrist.


    PS: You can add an image to this forum without first uploading it to AI? I hadn't realized that before.
  • Reply 13 of 74
    Quote:

    Originally Posted by SolipsismX View Post



    PS: I still have hope that Apple will go the more complex route of making a new core style every year which will allow the S-series complete SoC (and perhaps the sensor array packed around the ceramic inductive charging unit) to be replaceable for many years done the line with a standard size and interface design. I think this would give the best of both worlds for a "smart"-watch insofar that one can collect the yearly styles but have a modern "smart"-watch without losing most features. If you are spending thousands on a gold ?Watch every year then paying $150 for a the updated S-series SoC to be installed probably won't be an issue. I'm hoping that's why they decided to put everything into one chip and seal it with resin, which I hope has least an IP67 rating.

     

    Agreed.  Apple should include free upgrades every X years for the high end models and charge a fee to upgrade the internals of base models for everyone's that want to keep up with new features / software. 

  • Reply 14 of 74
    But is it Pentile?
  • Reply 15 of 74
    nagromme wrote: »
    But is it Pentile?

    I have no proof, but NO NO NO WAY!. :D
  • Reply 16 of 74
    gatorguygatorguy Posts: 24,650member
    nagromme wrote: »
    But is it Pentile?
    The display is coming from LG according to a press release from them so it could be their Flex Display.
    http://news.oled-display.net/lg-display-plastic-amoled-apple-watch/
  • Reply 17 of 74
    rogifanrogifan Posts: 10,669member
    solipsismx wrote: »
    That guy doesn't look small and yet that watch seems very thick on his wrist.


    PS: You can add an image to this forum without first uploading it to AI? I hadn't realized that before.

    Doesn't look much thicker than some of the luxury watches I see guys wear.

    Yes but good luck grabbing the image URL in safari in iOS 8 (doesn't seem to work with any website but Twitter).
  • Reply 18 of 74
    Nice, more information about the Apple Watch is becoming available :)
  • Reply 19 of 74
    gatorguygatorguy Posts: 24,650member
    sog35 wrote: »
    I did notice on the demo's the AppleWatch screens were extremely bright.  These are NOT cheap screens.

    Who is supplying the screens?  Is it SAMDUNG?

    No, LG
  • Reply 20 of 74

    Every time I see these cost estimated I say BS, why because unless you actually buying the parts they are only guessing at the finally costs. Suppliers do not share the price apple is paying for their parts Apple could be paying 1/2 of their estimated costs for all they know. I seen estimated of things which I know the actual price and these companies are usually way off, and most time higher.

     

    I more curious who the supplier is. I would suspect that Apple is not working with Samsung, but are other suppliers making this display today.

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