MicroLED Apple Watch Ultra Project Potentially Loses Another Supplier
The rumored microLED Apple Watch Ultra project may have lost another key supplier, according to Display Supply Chain Consultants CEO Ross Young.
In a filing with the U.S. Securities and Exchange Commission on Monday, manufacturing equipment company Kulicke & Soffa said that one of its "strategic customers" has canceled a project related to the "advanced display" market:
Previously referred to as Project W, the Company has been engaged with one of its strategic customers (the "Customer") to support the Customer with the development and future mass production of certain technologies relating to advanced display (the "Project"). In connection with the Customer's strategic review of its business, the Customer has informed the Company that it has cancelled the Project.
In a social media post on Monday, Young suggested that "Project W" was potentially related to the microLED Apple Watch. The company said it expects to incur charges of up to $130 million as a result of ceasing operations related to the project.
Kulicke & Soffa's website advertises a "next generation LED die transfer" system for microLED and miniLED displays with "an unprecedented transfer rate at high precision."
Earlier this month, Apple supplier AMS-Osram similarly announced it would "re-assess its microLED strategy" after a "cornerstone project" was "unexpectedly cancelled." Young believes that project also related to the microLED Apple Watch, so there are now at least two major suppliers that have indicated they are no longer involved.
Both Display Supply Chain Consultants and Apple analyst Ming-Chi Kuo believe that Apple has outright canceled the microLED Apple Watch project for now, but other sources like Bloomberg's Mark Gurman and DigiTimes have cast doubt and believe that Apple has or is actively seeking alternative suppliers for the project.
In any case, a microLED Apple Watch Ultra appears to remain several years away at a minimum.
Popular Stories
Apple has announced that iOS 18.2, iPadOS 18.2, and macOS Sequoia 15.2 will be released today following more than six weeks of beta testing.
For the iPhone 15 Pro and iPhone 16 models, the update introduces additional Apple Intelligence features, including Genmoji for creating custom emoji, Image Playground and Image Wand for generating images, and ChatGPT integration for Siri. There is also ...
Apple today seeded the second release candidate versions of upcoming iOS 18.2, iPadOS 18.2, and macOS 15.2 updates to developers and public beta testers for testing purposes, a week after releasing the first RCs. The first iOS 18.2 RC had a build number of 22C150, while the second RC's build number is 22C151. Release candidates represent the final version of beta software that's expected to see a ...
Apple's forthcoming iPhone SE 4 will feature a single 48-megapixel rear camera and a 12-megapixel TrueDepth camera on the front, according to details revealed in a new Korean supply chain report.
ET News reports that Korea-based LG Innotek is the main supplier of the front and rear camera modules for the more budget-friendly ~$400 device, which is expected to launch in the first quarter of...
Apple seeded the release candidate version of iOS 18.2 today, which means it's going to see a public launch imminently. Release candidates represent the final version of new software that will be provided to the public should no last minute bugs be found, and Apple includes release notes with the RC launch.
The iOS 18.2 release notes provide a look at all of the new features that are coming...
Apple plans to remove the notch from the MacBook Pro in a few years from now, according to a roadmap shared by research firm Omdia.
The roadmap shows that 14-inch and 16-inch MacBook Pro models released in 2026 will have a hole-punch camera at the top of the display, instead of a notch. It is unclear if there would simply be a pinhole in the display, or if Apple would expand the iPhone's...
Apple is set to release iOS 18.2 in the second week of December, bringing the second round of Apple Intelligence features to iPhone 15 Pro and iPhone 16 models. This update brings several major advancements to Apple's AI integration, including completely new image generation tools and a range of Visual Intelligence-based enhancements. There are a handful of new non-AI related feature controls...
Despite being released over two years ago, Apple's AirPods Pro 2 continue to dominate the wireless earbud market. However, with the AirPods Pro 3 expected to launch sometime in 2025, anyone thinking of buying Apple's premium earbuds may be wondering if the next generation is worth holding out for.
Apart from their audio and noise-canceling performance, which are generally regarded as...
Norwegian payment service Vipps has become the world's first company to launch a competing tap-to-pay solution to Apple Pay on iPhone, following Apple's agreement with European regulators to open up its NFC technology to third parties.
Starting December 9, Vipps users in Norway can make contactless payments in stores using their iPhones. The service initially supports customers of SpareBank...