Apple supplier ams Osram shelved key microLED project, stock price plummeted nearly 40%

Ams OSRAM, Apple’s main supplier, issued an announcement on Wednesday announcing that they were re-evaluating their future microLED development strategy due to the shelving of an important “key project.” This decision caused surprise.

This negative news had a huge impact on ams Osram’s share price. Data show that the share price of "Austriamicroelectronics" fell sharply today, with a drop of as much as 38.88%.

According to the editor’s understanding, Counterpoint Research's screen supply chain consultant speculates that this shelved project may be related to the rumored Apple Watch with a microLED display Ultra related. The research firm further pointed out that low production, high costs and high risks may be the reasons for the relationship with ams The main reason why OSRAM’s cooperation project was cancelled. At present, it is unclear whether Apple plans to find a new supplier or decides to continue using OLED displays on the Apple Watch.

Despite the difficulties, ams-Osram has not lost confidence. "We are actively communicating with relevant customers," the company noted in a statement, indicating that the Apple Watch Ultra with a microLED display may face some delays, but not a complete cancellation.

According to sources, this device was originally planned to be released in 2025 or 2026. But considering the latest situation, the launch may be delayed again.

Apple has long shown a strong interest in microLED technology. Apple has been actively promoting development in this area since acquiring California company LuxVue in 2014. Compared with OLED displays, microLED displays have obvious advantages in brightness, energy efficiency and contrast. However, despite the promise of the technology, commercializing it still faces high cost challenges.

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