Recent rumors suggesting the cancellation of Apple’s microLED project, particularly for the speculated Apple Watch Ultra, have been challenged by reports from Taiwan and Korea. Contrary to earlier speculation, it appears that Apple has not abandoned its microLED endeavors.
Last week, OSRAM, an Apple supplier, announced the cancellation of a significant project, leading to speculation that it was related to the rumored Apple Watch with a microLED display. However, reports from DigiTimes and ETNews indicate that Apple maintains multiple internal teams dedicated to microLED projects and is actively seeking alternative suppliers.
ETNews suggests that the cancellation may be due to performance issues with the OSRAM LED chip, and Apple is now exploring replacements in Taiwan or China, both of which are ahead in microLED technology. Prospective frontrunners to fulfill Apple’s microLED production needs are Taiwan’s AU Optronics (AUO) and PlayNitride, according to DigiTimes.
While Apple aims to transition to microLED technology eventually, the reports suggest that the Apple Watch Ultra might not be the first product to adopt it. Instead, Apple may prioritize microLED for future versions of Apple Vision Pro while awaiting cost reductions for watch implementation.
Although there are technological challenges and concerns about high production costs, industry sources cited by DigiTimes suggest that early microLED production costs remain manageable within Apple’s expectations. However, there are still obstacles to overcome, such as the absence of circuit control design within the LEDs and challenges with stamp technology solutions.
In conclusion, despite rumors of the cancellation of the microLED project, Apple remains committed to exploring and implementing this technology in its future products, with the Apple Watch Ultra potentially being one of them.
