Without an external vendor to make the breakthrough in displays, Apple is in the same position as everyone else - talking about an AR future that looks great until you get there.
[1] https://www.linkedin.com/pulse/why-making-good-ar-displays-s...
Without an external vendor to make the breakthrough in displays, Apple is in the same position as everyone else - talking about an AR future that looks great until you get there.
[1] https://www.linkedin.com/pulse/why-making-good-ar-displays-s...
Manufacturer maybe not, but inventor? They have all kinds of patents and inventions of their own, their own CPUs and processing units, etc...
>they assemble parts wonderfully with, on occasion, some customization
They order custom parts more often than not, with very heavy customization.
Does anybody think that the displays for a 2022 Apple VR device (assuming the rumor is true) would be seen anywhere outside of Apple labs, and be e.g. available as off-the-shelve parts with merely "some customization" required on top in 2019?
But that's absolutely not the case in the iOS, Apple Watch, etc space. They make their own everything, from best of breed mobile CPU designs, to custom DSPs that are the 2019 1000x equivalents of the Amiga of yore (remember Paula, Denise, Agnus?), own boards, and everything in between.
They have also invented technologies like FaceID, TouchID, 3D Touch, MicroLED, LTPO etc.
The idea that they merely assemble other companies is just laughable.
Not by a wide margin. They have a reputation of paying for the development of unusual/new production methods, and the bank account to go with it.
For example, ‘everybody’ can think “I’ll use CNC milling machines to make by laptop bodies”, but few have the perseverance and the money to perfect that at scale.
If there is a display that’s even a quarter good, they will be willing to spend millions or even billions, to perfect it and work on manufacturing it at scale.