Apple在2024年更新新款Apple Watch Ultra的可能性正逐漸降低 / The likelihood of Apple updating the new Apple Watch Ultra in 2024 is decreasing

郭明錤 (Ming-Chi Kuo)
1 min readOct 26, 2023

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  1. 截至目前為止,Apple尚未正式開案Apple Watch Ultra 3。從新產品開發時程來看這是不尋常的。
  2. 若Apple至12月仍不正式開案,則幾乎可確定2024年看不到新款Apple Watch Ultra。
  3. 我認為Apple尚未正式開案Apple Watch Ultra 3,在於需要更多時間研發創新健康管理功能並確認此功能可量產,以及解決Micro LED生產問題。
  4. 若2024年沒有新款Apple Watch Ultra,則Apple Watch Ultra在2024年出貨量預計將衰退20–30% YoY,而整體Apple Watch出貨量將在2024年衰退約10% YoY至約3,500萬部。
  1. As of now, Apple has yet to kick off the Apple Watch Ultra 3 development officially. It is unusual given the product development schedule.
  2. If Apple doesn’t officially kick off the Apple Watch Ultra 3 project by December, it’s almost confirmed that we won’t see a new Apple Watch Ultra in 2024.
  3. I think Apple hasn’t officially kicked off Apple Watch Ultra 3 project because it needs more time to develop innovative health management features, ensure the manufacturability of new features, and address issues related to Micro LED production.
  4. Without a new Apple Watch Ultra model in 2024, the shipments of the Apple Watch Ultra are expected to decline by 20–30% YoY in 2024, and the total Apple Watch shipments will decline by 10% YoY in 2024 to about 35 million units.

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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.