Apple’s is still expected to incorporate micro LED technology into the Apple Watch Ultra, but a supplier’s revenue projection suggests 2025 for the launch, not 2024.
Previous reports from notable analysts and leakers have pointed to 2024 for an Apple Watch Ultra update with micro LED. However, one supply chain analyst, Ross Young has remained steadfast about a 2025 launch.
That infers that orders for micro-LED display mass production won’t be placed until 2025. Revenue is generated by suppliers when companies place the order, not when the order is shipped, so this wouldn’t infer a 2024 order growing revenue into 2025.
However, both Jeff Pu and Digitimes do not have a great track record. They both derive information from the supply chain, but demonstrate a general misunderstanding of Apple’s plans with parts and resources.