KGI Securities' Ming-Chi Kuo says that Apple pushed back the iWatch launch to November (original estimates said late-September or early October). Apple is delayed the iWatch because of complexities in both the hardware and the software. KGI confirms that the iWatch will have a flexible AMOLED display, covered with sapphire glass.

Earlier reports said that LG Display is Apple's exclusive flexible OLED supplier for the iWatch, but later it was speculated that Apple may be interested in making Samsung Display their 2nd flexible OLED supplier. LG Display may not be able to produce enough flexible OLED displays for Apple (which will require 3-5 million 1.5-inch panels each month), and in any case Apple will not want to depend on a single supplier.

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