Apple Watch Ultra
Apple has not confirmed the cancellation of its micro LED plans for the Apple Watch Ultra 3, nor have any suppliers explicitly said that they had been working for Apple. But alongside the firm ams Osram’s seeing its shares drop 40% on the news of a cancellation, there’s now Kulicke & Soffa, which is declaring a loss.
As first seen by display analyst Ross Young on Twitter/X, Kulicke & Soffa has filed details of the cancelled order to the SEC. While Apple is not named, it is believed to be the customer concerned, and micro LED was the order.
Originally appeared here:
Another Apple supplier hit by cancellation of a massive micro LED delivery project