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's restrained artificial intelligence strategy may pay off in 2026 amid the arrival of a revamped Siri and concerns around the AI market "bubble" bursting, The Information argues.
The speculative report notes that Apple has taken a restrained approach with AI innovations compared with peers such as OpenAI, Google, and Meta, which are investing hundreds of billions of dollars in data...
The Apple Fitness+ Instagram account today teased that the service has "big plans" for 2026. In a video, several Apple Fitness+ trainers are shown holding up newspapers with headlines related to Apple Fitness+.
What's Apple Fitness+ Planning for the New Year?
Something Big is Coming to Apple Fitness+
The Countdown Begins. Apple Fitness+ 2026 is Almost Here
2026 Plans Still Under ...
Apple is rumored to be introducing a foldable iPhone in September 2026, and since it will bring the biggest form factor change since the iPhone was introduced in 2007, curiosity about the design is high. A 3D designer created an iPhone Fold design based on rumors, and we printed it out to see how it compares to Apple's current iPhones.
Subscribe to the MacRumors YouTube channel for more ...
Apple hasn't updated the Apple TV 4K since 2022, and 2025 was supposed to be the year that we got a refresh. There were rumors suggesting Apple would release the new Apple TV before the end of 2025, but it looks like that's not going to happen now.
Subscribe to the MacRumors YouTube channel for more videos.
Bloomberg's Mark Gurman said several times across 2024 and 2025 that Apple would...
iPhone 17 Pro and Pro Max owners are having trouble with the speakers of their devices, and have complained about a static or hissing noise that occurs when the iPhone is charging.
There are multiple discussions about the issue on Reddit, the MacRumors forums, and Apple's Support Community, where affected users say there is a noticeable static noise "like an old radio." Some people report...
While the iPhone 18 Pro and iPhone 18 Pro Max are not expected to launch for another nine months, there are already plenty of rumors about the devices.
Below, we have recapped 12 features rumored for the iPhone 18 Pro models.
The same overall design is expected, with 6.3-inch and 6.9-inch display sizes, and a "plateau" housing three rear cameras
Under-screen Face ID
Front camera in...
Earlier this month, Apple released iOS 26.2, following more than a month of beta testing. It is a big update, with many new features and changes for iPhones.
iOS 26.2 adds a Liquid Glass slider for the Lock Screen's clock, offline lyrics in Apple Music, and more. Below, we have highlighted a total of eight new features.
Liquid Glass Slider on Lock Screen
A new slider in the Lock...
Samsung kicked off a new end-of-the-year sale this week, introducing great deals on monitors, TVs, Galaxy smartphones, and home appliances. Many of these deals are the exact same all-time low prices we tracked during Black Friday and Cyber Monday.
Note: MacRumors is an affiliate partner with Samsung. When you click a link and make a purchase, we may receive a small payment, which helps us keep ...
