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According to Ross Young, CEO of screen supply chain consulting firm DSCC, he recently revealed on Twitter that Apple’s MicroLED Apple Watch Ultra project may be experiencing difficulties again because a key supplier has terminated its relationship with the company. project cooperation.
Kulicke & Soffa's filing with the U.S. Securities and Exchange Commission on Monday showed that it decided to cancel a project closely related to the "advanced display" market due to a review of its business by an important customer. related projects. Although Apple was not explicitly mentioned, Ross Young insisted in his tweet that the so-called "W Project" actually refers to Apple's MicroLED Apple Watch Ultra project.
According to the editor’s understanding, Kulisofa Semiconductor is a company with deep strength in the field of semiconductor equipment and materials. It is headquartered in Singapore and has nearly 3,000 full-time employees. The company focuses on manufacturing and assembling semiconductor assembly equipment, as well as consumables, test products and interconnect products for semiconductor packaging and testing. In addition, Kulisofa is also engaged in research and development, design, process development and sales and after-sales services of self-produced products related to the above products.
Kulisolfa promotes a system called "Next Generation LED Die Bonding" on its official website, which is famous for its extremely high high-precision bonding rate. However, the company, which was once regarded as a key supplier to Apple's MicroLED Apple Watch Ultra project, announced that it had canceled its cooperation with the project, which undoubtedly brought some challenges to Apple's innovative technology.
Kulisofa is expected to face charges of up to $110 million as the client cancels the project. This news is a major blow to Apple and the technology industry, because MicroLED technology is considered one of the important directions for the next generation of display technology. Apple’s layout and investment in the MicroLED field has attracted much attention. The loss of a key supplier will undoubtedly have a significant impact on Apple's MicroLED Apple Watch Ultra project.
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