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.

See also  La filtración del Samsung Galaxy S25 Ultra da pistas sobre los colores que podrás elegir

In any case, a microLED Apple Watch Ultra appears to remain several years away at a minimum.

Popular Stories

iPhone 16 Pro Expected Later This Year With These 10 New Features

While the iPhone 16 Pro and iPhone 16 Pro Max are still around six months away from launching, there are already many rumors about the devices. Below, we have recapped new features and changes expected so far. These are some of the key changes rumored for the iPhone 16 Pro models as of March 2024:Larger displays: The iPhone 16 Pro and iPhone 16 Pro Max will be equipped with larger 6.3-inch…

Apple Preparing iOS 17.4.1 Update for iPhone

Apple appears to be internally testing iOS 17.4.1 for the iPhone, based on evidence of the software update in our website’s logs this week. Our logs have revealed the existence of several iOS 17 versions before Apple released them, ranging from iOS 17.0.3 to iOS 17.3.1. iOS 17.4.1 should be a minor update that addresses software bugs and/or security vulnerabilities. It is unclear when…

iOS 17.4 Now Available With These 12 Changes for Your iPhone

iOS 17.4 was released last week following over a month of beta testing, and the update includes many new features and changes for the iPhone. iOS 17.4 introduces major changes to the App Store, Safari, and Apple Pay in the EU, in response to the Digital Markets Act. Other new features include Apple Podcasts transcripts, an iMessage security upgrade, new emoji options, and more. Below, we…

Best Buy’s Weekend Sale Includes Rare iPad Pro Deals and All-Time Low MacBook Discounts

Best Buy this weekend has a big sale on Apple MacBooks and iPads, including some of the first notable M2 iPad Pro discounts in months, alongside the best prices we’ve ever seen on MacBook Air, MacBook Pro, iPad Air, and more. Some of these deals require a My Best Buy Plus or My Best Buy Total membership, which start at $49.99/year. In addition to exclusive access to select discounts, you’ll get…