Apple Watch estimates and predictions / Apple Watch估算與預測

郭明錤 (Ming-Chi Kuo)
1 min readOct 10, 2023

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  1. The 2024 new Apple Watch will not adopt Micro LED.
  2. The 2025 new Apple Watch will likely use Micro LED, but I wouldn’t be surprised if it’s postponed to 2026.
  3. Apple Watch shipments in 2023 are expected to decline by approximately 15% YoY to 36–38 million units.
  4. The 2024 new Apple Watch will unlikely have significant innovative experiences.
  5. The highly anticipated blood glucose monitoring feature won’t happen in 2024 and possibly not in 2025.
  6. The Apple Watch is a classic example of a product that succeeded through repositioning. However, based on current shipment momentum, it may need to be repositioned again if there’s an unfortunate year-over-year decline again in 2024.
  7. By integrating Vision Pro with the Apple Watch, I believe it can create an unparalleled and innovative health management experience to drive shipment momentum for both products further.
  1. 2024 Apple Watch不會採用Micro LED。
  2. 2025 Apple Watch可能會採用Micro LED,但如果延至2026年才採用,我也不會太驚訝。
  3. 2023年Apple Watch出貨量衰退約15% YoY至3,600–3,800萬台。
  4. 預期2024 Apple Watch沒有太顯著的創新體驗。
  5. 眾所期待的血糖偵測,2024年沒有,2025年可能也沒有。
  6. Apple Watch是一個透過產品再定位而成功的經典案例。但依照目前的出貨動能看,如果2024年不幸又再次YoY衰退,則可能面臨再次定位的需要。
  7. 我相信透過整合Vision Pro與Apple Watch,將能創造前所未有的創新健康管理體驗,並有助於推升兩者的出貨動能。

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郭明錤 (Ming-Chi Kuo)

天風國際證券分析師,分享科技產業趨勢觀察與預測。An analyst at TF International Securities. Sharing observations and predictions of tech industry trends.