According to new rumors and a curious financial report from OSRAM, Apple may have canceled the Apple Watch with Micro LED screen due to the high cost of the technology
After supposedly dealing with various problems in the production processTHE Apple may have given up on starting the adoption of Micro LED panel technology on the Apple Watch, canceling the project altogether. At least this is what the new rumors released by the well-known analyst and leaker indicate Ming-Chi Kuocuriously supported by the latest financial report of OSRAM, a German manufacturer of lighting systems hypothesized to be the main supplier of Micro LEDs to Apple.
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In a document published this week, ams OSRAM (the group to which OSRAM belongs) indicated that it will restructure its development and manufacturing efforts technology Micro LED after the cancellation of a customer, responsible for a project that would have been “the pillar” of the company’s program linked to this technology. There is no direct mention of what the customer or project would be, but looking at the rumors it is likely that the information refers to Apple.

Starting from speculation around Apple’s transition to Micro LED began, several sources indicated that the company would use OSRAM technology. These rumors indicated that the process would begin with the launch of an Apple Watch, given the small display size of the watch, which could reduce costs. Even with this strategy, the iPhone owner would face major obstacles, especially regarding the price and yield of the manufacturing process.
The test units would have quite a few problems, and would reach very high prices, reaching exceed the production cost of an OLED panel To the iPhone15 and iPhone 15 Max. In this chaotic scenario, the most recent rumors suggested that Apple had decided to further delay the launch of the renewed smartwatch, but investigations conducted by Ming-Chi Kuo they point out that Maçã, in fact, abandoned the project entirely.
Apple MicroLED Update:
1. My latest survey indicates that Apple has canceled the Apple Watch Micro LED designs because it believes that micro LEDs cannot add significant value to this product and that manufacturing costs are too high to make it economically viable.
2. Apple has…
— éƒæ˜ŽéŒ¤ (Ming-Chi Kuo) (@mingchikuo) March 1, 2024
In light of OSRAM’s statements, the leaker contacted industry sources, who suggested that the Cupertino giant canceled Apple Watch plans with Micro LED because it believes that “Micro LED would not add significant value” to the accessory, and defining that “production costs are too high”. high to make it economically viable” – a point that is in line with rumors about the high cost of the material.
That said, route replanning may be more than expected: Kuo indicates that Maçã had fired several people from the Micro LED development team, with no plans to launch any project featuring the technology, whether smartphone, tablet or notebook, a major problem for the company in its attempt to become more independent of suppliers .
To top it off, the analyst suggests that the German manufacturer would be Apple’s only micro LED supplier, though LG AND SAMSUNG have been taken into consideration, as mentioned by old rumors. With the cancellation of the watch project, the giant no longer intends to mass produce devices equipped with this technology, at least for now.
AMS-Osram was one of the suppliers of the Apple Watch Ultra microLED project. There are many others. I doubt it was cancelled. https://t.co/wu0mfli3GO
— Mark Gurman (@markgurman) February 29, 2024
Interesting journalist Marco Gurmannanother important whistleblower in the Apple world, disputed what was reported by Kuo, again underlining that there were other suppliers in the chain. Considering the good track record of both, it is difficult to say with certainty which of the rumors is correct, even if OSRAM’s statement suggests that the project in question has indeed been cancelled.
Importantly, all the points mentioned have never been confirmed by Apple, and in fact there is no mention of the giant in the recently published report, which makes them speculation at the moment. However, it is no secret that Maçã has struggled to become more independent, facing serious obstacles in areas such as 5G modems AND even smart cars — it wouldn’t be surprising if the use of Micro LEDs was another item on this list.
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Rose James is a Gossipify movie and series reviewer known for her in-depth analysis and unique perspective on the latest releases. With a background in film studies, she provides engaging and informative reviews, and keeps readers up to date with industry trends and emerging talents.