Kuo: Apple Watch Ultra With MicroLED Display Indeed Canceled
Earlier this week, Apple supplier ams OSRAM announced it would "re-assess its microLED strategy" after a "cornerstone project" was "unexpectedly cancelled." Counterpoint Research's Display Supply Chain Consultants informed MacRumors that this project related to the rumored Apple Watch with a microLED display.

Apple analyst Ming-Chi Kuo today commented on the matter, saying that Apple has indeed canceled the project for the "foreseeable future." The analyst said that microLED production costs are currently "too high" for the project to be "economically viable."
"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," said Kuo.
ams OSRAM was Apple's exclusive LED chip supplier for the project at the time it was canceled, according to Kuo. Apple has "no plans" to mass-produce microLED devices for the "foreseeable future," the analyst said.
Kuo described the cancellation as a "major setback" for Apple, and he said many employees involved with microLED development have been laid off.
While the project may be shelved for now, Apple likely still hopes to eventually transition to microLED technology in the future. Taiwanese research firm TrendForce today said that while ams OSRAM was Apple's "sole chip supplier" for the Apple Watch Ultra project, Taiwan and South Korea have a "robust lineup of manufacturers for Micro LED chips, backplanes, and related transfer processes," so there are other suppliers that Apple could partner with in the future. In any case, it appears that Apple's first microLED device is several years away.
Popular Stories
Apple today released iOS 18.4 and iPadOS 18.4, the fourth major updates to the iOS 18 and iPadOS 18 operating system updates that came out last year. iOS 18.4 and iPadOS 18.4 come two months after Apple released iOS 18.3 and iPadOS 18.3.
Subscribe to the MacRumors YouTube channel for more videos.
The new software can be downloaded on eligible iPhones and iPads over-the-air by going to...
While the iPhone 17 Pro and iPhone 17 Pro Max are not expected to launch until September, there are already plenty of rumors about the devices.
Below, we recap key changes rumored for the iPhone 17 Pro models as of March 2025:
Aluminum frame: iPhone 17 Pro models are rumored to have an aluminum frame, whereas the iPhone 15 Pro and iPhone 16 Pro models have a titanium frame, and the iPhone ...
iOS 19 will not be available on the iPhone XR, iPhone XS, or the iPhone XS Max, according a private account on social media site X that has accurately provided information on device compatibility in the past.
The iPhone XR, iPhone XS, and iPhone XS Max all have an A12 Bionic chip, so it looks like iOS 19 will discontinue support for that chip. All other iPhones that run iOS 18 are expected...
Apple's big developer event is a little over two months away, and rumors about what we can expect to see in Apple's next major operating system updates are becoming increasingly frequent.
A public release of iOS 18.4 is also imminent with a number of updates and improvements, although we won't be getting the major Apple Intelligence Siri upgrades that had reportedly been planned for this...
Apple is reportedly working on a new Magic Mouse. Below, we recap what to expect.
The two key rumors for the Magic Mouse 3 so far include a relocated charging port, along with a more ergonomic design.
It was briefly rumored that the Magic Mouse 3 would also feature voice control, but that was misinterpreted information.
Relocated Charging Port
While the Magic Mouse switched from...
With the second release candidate of iOS 18.4 that Apple seeded out today, the company finally provided us with release notes that give a full rundown on what to expect.
There's an Apple Vision Pro app, new Apple Intelligence features for notifications and additional language support, plus an Apple News Food feature for Apple News+ subscribers, and several updates that should improve the...
We've been hearing rumors about a foldable iPhone for almost a decade now, but it looks like we might finally see the device come to fruition in 2026. We're going to be waiting many more months for the foldable iPhone, but so far we're hearing good things.
Apple wants to make it creaseless. It's taken Apple multiple years to design a foldable iPhone that it's satisfied with because Apple ...
Multiple sources have claimed that iOS 19 will introduce a new design with more translucent buttons, menus, notification banners, and more, and there is now another clue that points towards this glass-like appearance.
Bloomberg's Mark Gurman today said the new design project is codenamed "Solarium" internally. A solarium is a room with glass walls that allow in plenty of sunlight, so this...