Apple Watch Ultra's Big MicroLED Upgrade Delayed By Another Year, And Even That Seems To Be 'Uncertain'
Portfolio Pulse from Rounak Jain
The third-generation Apple Watch Ultra, featuring a microLED display, has been delayed again to potentially 2027 due to production challenges, particularly the high cost of microLED screens. This marks the third consecutive postponement, with the cost of manufacturing a screen estimated at $150, significantly higher than the current $38. The increased cost could result in a retail price of around $1,500 for the new model, compared to $799 for the current version. The delay is attributed to Apple Inc. not finalizing its component supply chain and the high production costs associated with microLED technology.
February 06, 2024 | 1:27 pm
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The delay in the launch of the third-generation Apple Watch Ultra due to high microLED screen production costs and supply chain issues could impact Apple Inc.'s stock price in the short term.
The delay in launching a key product like the third-generation Apple Watch Ultra can lead to negative investor sentiment due to concerns over increased production costs and supply chain issues. This could potentially affect Apple Inc.'s revenue projections and market position in the wearable technology sector, thereby impacting its stock price negatively in the short term.
CONFIDENCE 85
IMPORTANCE 75
RELEVANCE 100