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Apple Watch Ultra With MicroLED Might Be Dead.. Or Not? Mark Gurman 'Doubts' Cancelation Rumors

Apple Watch Ultra With MicroLED Might Be Dead.. Or Not? Mark Gurman 'Doubts' Cancelation Rumors

带有 microLED 的 Apple Watch Ultra 可能会死还是不是?马克·古尔曼 “怀疑” 取消传闻
Benzinga ·  03/01 01:45

The much-anticipated Apple Inc. (NASDAQ:AAPL) Watch Ultra with a microLED display, which was rumored to be in the works, might not see the light of day after all.

备受期待的带有microLED显示屏的苹果公司(纳斯达克股票代码:AAPL)Watch Ultra据传正在开发中,但毕竟可能不会问世。

What Happened: The Austrian firm amsOsram (OTC:AMSSY) had been linked to the production of microLED displays for the speculated Apple Watch Ultra.

发生了什么:奥地利艾姆斯欧司朗公司(场外交易代码:AMSSY)曾参与为推测的Apple Watch Ultra生产microLED显示屏。

However, the unnamed customer, believed to be Apple, has reportedly canceled the orders, leading to a 40% drop in ams Osram's shares, reported AppleInsider.

但是,据AppleInsider报道,据报道,这位不愿透露姓名的客户(据信是苹果)取消了订单,导致艾迈斯欧司朗的股价下跌了40%。

Despite the lack of official confirmation from Apple or ams-Osram, the sudden and complete cancellation of the micro LED order has had a significant impact on ams Osram.

尽管没有得到苹果或艾迈斯欧司朗的官方确认,但微型LED订单的突然完全取消对艾迈斯欧司朗产生了重大影响。

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The company is now facing the possibility of recording non-cash impairment charges on microLED-related assets and goodwill of $650 million to $970 million in the first quarter of fiscal year 2024.

该公司现在有可能在2024财年第一季度记录与MicroLED相关的资产和商誉的非现金减值费用,商誉为6.5亿美元至9.7亿美元。

Notably, tech journalist Mark Gurman has expressed skepticism about the Apple Watch Ultra cancellation reports. Gurman, who is known for his accurate Apple predictions, believes that the micro LED project involved multiple suppliers, not just ams-Osram.

值得注意的是,科技记者马克·古尔曼对Apple Watch Ultra的取消报道表示怀疑。古尔曼以其准确的苹果预测而闻名,他认为微型LED项目涉及多个供应商,而不仅仅是艾迈斯欧司朗。

AMS-Osram was one supplier in the Apple Watch Ultra microLED project. There are several others. I doubt it was canceled.

— Mark Gurman (@markgurman) February 29, 2024

艾迈斯欧司朗是苹果手表超微LED项目的一家供应商。还有其他几个。我怀疑它被取消了。

— 马克·古尔曼 (@markgurman) 2024 年 2 月 29 日

Why It Matters: The rumored Apple Watch Ultra with a micro LED display has been the subject of much speculation.

为何重要:传闻中的带有微型LED显示屏的Apple Watch Ultra一直是许多人猜测的话题。

Earlier this year, it was reported that the third-generation Apple Watch Ultra, equipped with a microLED display, had been delayed again, marking the third consecutive year of postponement.

今年早些时候,有报道称,配备microLED显示屏的第三代Apple Watch Ultra再次延期,这是连续第三年推迟。

The delay was attributed to challenges in the production of microLED screens and Apple's uncertainty around the 2027 release date.

延迟归因于microLED屏幕生产面临的挑战以及苹果在2027年发布日期前后的不确定性。

If the rumored Apple Watch Ultra with micro LED is canceled, it would significantly setback Apple's wearable technology ambitions. However, Gurman's comments suggest that the situation may not be as clear-cut as it seems, leaving room for speculation about the future of the Apple Watch Ultra.

如果传闻中的带有微型LED的Apple Watch Ultra被取消,那将大大阻碍苹果的可穿戴技术的雄心。但是,古尔曼的评论表明,情况可能并不像看起来那样明确,这为Apple Watch Ultra的未来留下了猜测的余地。

Photo via Shutterstock

照片来自 Shutterstock

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