Ming-Chi Kuo Analysis: The new Apple Watch will not use Micro LED screen material

According to news on October 11, well-known analyst Ming-Chi Kuo released a market forecast briefing today, regarding the new Apple model to be released next year. Watch expressed a rather conservative view, pointing out that the new Apple Watch is unlikely to use Micro LED screen material, and the overall innovative changes are not very significant.

According to the editor’s understanding, Ming-Chi Kuo believed in the forecast briefing that the new generation of Apple Watch will use Micro LED screen materials need to wait until 2025, and the possibility of waiting until 2026 is not even ruled out.

In addition, Ming-Chi Kuo also estimated the shipment volume of Apple Watch this year, which is only 36-38 million units, a year-on-year decrease of 15%.

New Apple The most anticipated feature of the Watch is non-invasive blood glucose monitoring. However, in this briefing, Ming-Chi Kuo showed great conservatism about this feature, asserting that it is unlikely to be commercially available in 2024, and may even be absent in 2025.

Ming-Chi Kuo believes that the success of Apple Watch is due to the classic product case achieved through repositioning. Based on the current trend of shipments, if there is another year-on-year decline next year, the positioning of the product may need to be reconsidered

He also said that integrating the Vision Pro headset with the Apple Watch can create unprecedented innovation Management experience is expected to drive the shipment growth of these two products

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