{"id":445315,"date":"2024-03-05T09:45:23","date_gmt":"2024-03-05T08:45:23","guid":{"rendered":"https:\/\/www.eenewseurope.com\/?p=445315"},"modified":"2024-03-05T09:48:41","modified_gmt":"2024-03-05T08:48:41","slug":"le-recul-dapple-sur-le-microled-oblige-ams-osram-a-revoir-sa-strategie","status":"publish","type":"post","link":"https:\/\/www.ecinews.fr\/fr\/le-recul-dapple-sur-le-microled-oblige-ams-osram-a-revoir-sa-strategie\/","title":{"rendered":"Le recul d’Apple sur le microLED oblige AMS-Osram \u00e0 revoir sa strat\u00e9gie"},"content":{"rendered":"

AMS-Osram a d\u00e9clar\u00e9 avoir d\u00e9cid\u00e9 de r\u00e9\u00e9valuer sa strat\u00e9gie en mati\u00e8re de microLED apr\u00e8s l’annulation d’un projet cl\u00e9 il y a quelques jours. Le projet aurait \u00e9t\u00e9 destin\u00e9 \u00e0 la smartwatch d’Apple.<\/h2>\n

On s’attendait \u00e0 ce qu’Apple adopte un \u00e9cran microLED pour sa prochaine Apple Watch Ultra 3, alors que l’Apple Watch Ultra 2 utilise un \u00e9cran micro-OLED. Certains observateurs ont repouss\u00e9 l’av\u00e8nement des \u00e9crans microLED de trois ans (voir Les \u00e9crans MicroLED retard\u00e9s mais \u00e0 venir dans deux ou trois ans<\/a>).<\/p>\n

AMS-Osram a d\u00e9clar\u00e9 \u00eatre en pourparlers avec le client, mais a acc\u00e9l\u00e9r\u00e9 son \u00e9cosyst\u00e8me pour la production \u00e0 grande \u00e9chelle d’\u00e9crans microLED (voir AMS-Osram pr\u00eat \u00e0 acc\u00e9l\u00e9rer la production de microLED en 2024<\/a>). Paradoxalement, l’annulation de ce projet cl\u00e9 devrait am\u00e9liorer le flux de tr\u00e9sorerie d’AMS-Osram au cours des 24 prochains mois, gr\u00e2ce \u00e0 la r\u00e9duction des d\u00e9penses d’investissement.<\/p>\n

D\u00e9pr\u00e9ciations \u00e0 venir<\/h4>\n

L’entreprise a d\u00e9clar\u00e9 qu’en raison de l’annulation, elle enregistrerait des charges de d\u00e9pr\u00e9ciation sans effet sur la tr\u00e9sorerie comprises entre 600 et 900 millions d’euros au cours de l’exercice 2024. Le b\u00e9n\u00e9fice avant imp\u00f4t sur le revenu (EBIT) serait probablement inf\u00e9rieur de 30 \u00e0 50 millions d’euros au cours de l’exercice 2024 en raison d’une moindre capitalisation des d\u00e9penses de R&D et d’une diminution des subventions provenant des programmes de financement gouvernementaux.<\/p>\n

AMS-Osram devrait recevoir une subvention de 300 millions d’euros de la part des contribuables europ\u00e9ens pour l’aider \u00e0 mettre en place la fabrication d’\u00e9crans microLED pour son principal client (voir AMS-Osram devrait recevoir une subvention de 300 millions d’euros de l’IPCEI<\/a>).<\/p>\n

L’entreprise a d\u00e9clar\u00e9 qu’elle allait reconsid\u00e9rer l’utilisation de ses actifs, en particulier une usine de fabrication de wafers de 200 mm pour la production de DEL \u00e0 Kulim, en Malaisie. L’entreprise a d\u00e9clar\u00e9 qu’elle envisagerait des am\u00e9liorations suppl\u00e9mentaires en termes de co\u00fbts afin d’att\u00e9nuer l’impact.<\/p>\n

L’entreprise a d\u00e9clar\u00e9 qu’elle pr\u00e9voyait d\u00e9sormais d’augmenter ses revenus \u00e0 un taux de croissance annuel compos\u00e9 compris entre 6 et 8 % \u00e0 moyen terme. Elle a \u00e9galement d\u00e9clar\u00e9 qu’elle constatait une dynamique inchang\u00e9e dans ses activit\u00e9s principales, \u00e0 savoir l’automobile, l’industrie et le secteur m\u00e9dical, en ce qui concerne les designs-wins.<\/p>\n

Fin 2023, Yole a d\u00e9clar\u00e9 que l’adoption du microLED \u00e9tait entrav\u00e9e par un manque de volume qui maintient les prix \u00e0 un niveau \u00e9lev\u00e9 et aide la technologie en place, le micro-OLED, \u00e0 conserver ses cr\u00e9neaux de conception. L’adoption de la technologie microLED par Apple en 2024 devait donner le coup d’envoi d’une course mondiale \u00e0 l’utilisation de cette technologie dans les petits \u00e9crans et \u00e0 sa transposition \u00e0 de grands \u00e9crans tels que ceux des tablettes \u00e9lectroniques.<\/p>\n

Liens et articles connexes :<\/h4>\n

www.ams-osram.com<\/a><\/p>\n

Articles de presse :<\/h4>\n

AMS-Osram devrait b\u00e9n\u00e9ficier d’une subvention de 300 millions d’euros de l’IPCEI<\/a><\/p>\n

AMS-Osram pr\u00eat \u00e0 lancer la production de microLED en 2024<\/a><\/p>\n

Les \u00e9crans MicroLED sont retard\u00e9s mais arriveront dans deux ou trois ans<\/a><\/p>\n

Selon Yole, Apple devrait \u00eatre le moteur de la r\u00e9volution microLED<\/a><\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

AMS-Osram a d\u00e9clar\u00e9 avoir d\u00e9cid\u00e9 de r\u00e9\u00e9valuer sa strat\u00e9gie en mati\u00e8re de microLED apr\u00e8s l’annulation d’un projet cl\u00e9 il y a quelques jours. Le projet aurait \u00e9t\u00e9 destin\u00e9 \u00e0 la smartwatch d’Apple. On s’attendait \u00e0 ce qu’Apple adopte un \u00e9cran microLED pour sa prochaine Apple Watch Ultra 3, alors que l’Apple Watch Ultra 2 utilise […]<\/p>\n","protected":false},"author":34,"featured_media":330584,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[880,3669],"tags":[5956,3695,4850],"domains":[47],"ppma_author":[1153,3631],"class_list":["post-445315","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-actualites-economiques","category-nouvelles","tag-ams-osram-fr","tag-apple-fr","tag-microled-fr","domains-electronique-eci"],"acf":[],"yoast_head":"Le recul d'Apple sur le microLED oblige AMS-Osram \u00e0 revoir sa ...<\/title>\n<meta name=\"description\" content=\"AMS-Osram a d\u00e9clar\u00e9 avoir d\u00e9cid\u00e9 de r\u00e9\u00e9valuer sa strat\u00e9gie en mati\u00e8re de microLED apr\u00e8s l'annulation d'un projet cl\u00e9 il 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