Apple drops MicroLED Watch Ultra: Kuo

Apple has dropped plans to develop a MicroLED display Watch Ultra which has been rumored to be in development for quite some time now.

Apple analyst Ming-Chi Kuo said that Apple has canceled the Micro LED Apple Watch projects because of the current forecast of microLED prices and complicated production scenarios.

Kuo mentioned that Apple has laid off a large part of the MicroLED development team and there’s no discussion on devices related to MicroLED visible inside the company anymore.

The news follows a new statement from Osram, which announced a major setback for its future microLED strategy without mentioning the names of the customers.

“Following the cancellation of the cornerstone microLED project, the company will revisit the future use of its assets related to its microLED strategy,” said Osram.

Apple Micro LED update:

1. My latest survey indicates that Apple has canceled the Micro LED Apple Watch projects because Apple thinks that Micro LED can’t add significant value to this product, and the production costs are too high to make it economically viable.

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2. Apple has…

— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) March 1, 2024

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