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Multiple suppliers have abruptly canceled projects related to micro LED displays for the Apple Watch Ultra, leading to lowered iPhone estimates at Jefferies. The cancellations include expenses on Micro-LEDs and the car, impacting the scope going forward.
A second Micro LED supplier has announced the abrupt cancellation of a project believed to be for micro LED displays for the #Apple Watch Ultra 3.š https://t.co/RRzhG7NXXX
Another Apple supplier hit by cancellation of a massive micro LED delivery project https://t.co/vSnGVeErKG #Apple
microLED Apple Watch Ultra project is dead and buried https://t.co/udJLzXbpR6


