We’ve heard a lot about Apple’s upcoming Watch Ultra with microLED display but each time a report goes out, it paints a more pessimistic picture. The latest analysis comes from The Elec and it suggests Apple’s high-end smartwatch with microLED tech will arrive in 2027 at the earliest.
Supply chain analysts believe that Apple won’t be able to secure a enough microLED displays at a reasonable price before that. The current Watch Ultra’s display reportedly costs $40 for Apple to assemble, while the microLED screens will likely cost around $150.
That’s a huge cost for Apple to accommodate, especially if it wants to sell the watch at a price premium with a decent margin, as it usually does.
This report claims that the Apple Watch Ultra with microLED may launch in 2027 or even later. It will take time for manufacturers to refine production and lower the cost just enough for Apple to agree.
Source (in Korean)
