The Apple Watch Ultra is tipped to be the first Apple product to sport a microLED panel. With the loss of two suppliers, the likelihood of that happening is lower.
The future of the Apple Watch Ultra with microLED seems bleak at the moment with another supplier hinting at its demise.
Manufacturing equipment firm Kulicke & Soffa revealed in a filing with the U.S Securities and Exchange Commission that one of its strategic customers has cancelled "Project W" which involved "the development and future mass production of certain technologies relating to advanced display".
The decision to cancel "Project W" was apparently made by the customer after a "strategic review of its business". This sounds somewhat familiar in how Apple's electric car project was reportedly cancelled; the company decided earlier this year to divert resources to generative AI.
Display analyst Ross Young suggested on X that "Project W" is the microLED Apple Watch Ultra project. The filing came close to two weeks after Apple supplier ams Osram revealed in its press release that "a cornerstone project underpinning its microLED strategy got unexpectedly cancelled".
Korean publication TheElec reported last month that the Apple Watch Ultra with microLED could arrive in 2027 at the earliest due to the high manufacturing costs of the advanced display panel.
Source: Kulicke & Soffa via MacRumors
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