2016 Apple Watch will be internal 's' upgrade, major design changes to wait until 2017, insider say
This year's second-generation Apple Watch will feature improved internal components, but its external design will be largely unchanged from the first-generation model, according to well-connected insider Ming-Chi Kuo.
The KGI Securities analyst dished details on the next-generation Apple Watch in a research note issued on Monday, a copy of which was obtained by AppleInsider. Kuo claims that the 2016 Apple Watch will feature "spec improvements with limited changes to form factor design."
Those expecting a new look for the Apple Watch, such as a thinner profile, will have to wait until the company's anticipated 2017 upgrade, he said. This year's model is expected to be much like the iPhone tick-tock upgrade schedule, with an "s" update focusing on the internal components rather than the external design.
The claims are consistent with a rumor dating back to last July, which claimed the second-generation Apple Watch would feature an essentially identical design to the first model, focusing on internal components such as a larger battery and a display with improved outdoor visibility.
Kuo, however, did not share any further details on what he believes the improved internal components of a second-generation watch might be. But he is bearish on Apple Watch sales, predicting that only 7.5 million total units will ship in 2016, citing an "immature" market for wearable devices.
He believes only 10.6 million Apple Watch units were shipped in all of 2015, falling short of market consensus. Apple has declined to reveal any shipment numbers for the Apple Watch, but has said that sales have grown each quarter since it launched in the spring of 2015.
Also unknown is when the next Apple Watch might launch. Incorrect predictions had pegged it for a March launch, while others forecast a June launch that might coincide with Apple's annual Worldwide Developers Conference. It's also possible the company could showcase an "Apple Watch 2" alongside the anticipated "iPhone 7," which is expected to be unveiled this September.
Apple gave its fledgling wearable device a $50 price cut last month, with the 38-millimeter Apple Watch Sport now starting at $299. The larger 42-millimeter version can be had for $349.
Kuo has a proven track record in predicting Apple's future product plans. Most recently, he was first to peg the $400 to $500 pricing range and all of the hardware specifications for Apple's newly launched iPhone SE.
The KGI Securities analyst dished details on the next-generation Apple Watch in a research note issued on Monday, a copy of which was obtained by AppleInsider. Kuo claims that the 2016 Apple Watch will feature "spec improvements with limited changes to form factor design."
Those expecting a new look for the Apple Watch, such as a thinner profile, will have to wait until the company's anticipated 2017 upgrade, he said. This year's model is expected to be much like the iPhone tick-tock upgrade schedule, with an "s" update focusing on the internal components rather than the external design.
The claims are consistent with a rumor dating back to last July, which claimed the second-generation Apple Watch would feature an essentially identical design to the first model, focusing on internal components such as a larger battery and a display with improved outdoor visibility.
Kuo, however, did not share any further details on what he believes the improved internal components of a second-generation watch might be. But he is bearish on Apple Watch sales, predicting that only 7.5 million total units will ship in 2016, citing an "immature" market for wearable devices.
He believes only 10.6 million Apple Watch units were shipped in all of 2015, falling short of market consensus. Apple has declined to reveal any shipment numbers for the Apple Watch, but has said that sales have grown each quarter since it launched in the spring of 2015.
Also unknown is when the next Apple Watch might launch. Incorrect predictions had pegged it for a March launch, while others forecast a June launch that might coincide with Apple's annual Worldwide Developers Conference. It's also possible the company could showcase an "Apple Watch 2" alongside the anticipated "iPhone 7," which is expected to be unveiled this September.
Apple gave its fledgling wearable device a $50 price cut last month, with the 38-millimeter Apple Watch Sport now starting at $299. The larger 42-millimeter version can be had for $349.
Kuo has a proven track record in predicting Apple's future product plans. Most recently, he was first to peg the $400 to $500 pricing range and all of the hardware specifications for Apple's newly launched iPhone SE.
Comments
Anyway, I don't think a spec bump would do much to spur sales. The watch isn't particularly slow for stock apps at the moment, they just really need to fix third party apps. I don't even bother with them now, they don't launch 90% of the time. Also if history is anything to go by, the iPhone had a complete redesign for the 3G, as did the iPad 2. So perhaps the Watch will too.
"Well-connected" …
Does that mean he has nice tendons?
I don't understand the general animosity towards Kuo. His comments on product release cycles and specs are the most accurate by a mile. His sales projections less so.
People are hating on 3rd party apps because they take forever to load. I'll bet most people saying they have no use for 3rd party apps would feel differently if they loaded instantly. Apple probably should have waited with 3rd party apps but I get why they probably felt they needed to get developers on board right away and didn't want Android Wear or something else to become the platform of choice for developers.
I see on Twitter tech writers still complaining about battery life. I don't get it. I wear my 38mm watch go bed every night. I charge it for maybe a half hour before I got to bed and when I wake up it's about 80% so by the time I shower and get ready for the day it's fully charged again. Are these people spending 4 hours at the gym every day? Or is it just not wanting to have to charge another thing? I think that's a lame complaint. Takes 2 seconds to slap the watch on its charger and it doesn't take that long to charge at all.
At the last Apple event Cook said over 30% of Watch owners own multiple bands. Apple just released new nylon bands. If Apple released a new watch this summer or fall that was incompatible with existing bands there would be outrage (rightfully so) and I think it would kill the product and hurt Apple's reputation. My expectation is we'll see upgraded internals and the bands and software will be the area of focus. Maybe we'll get smart bands, maybe we'll see more partnerships like Watch Hermés, better watch face options. There's lots Apple can do to improve the product that doesn't involve a whole new case design.
Our stories are written so that our large audience of casual readers, many of whom are not necessarily familiar with Kuo's name or past predictions, and who do not participate in the comments, get an idea of how reliable he is. Calling him a "well-connected insider" makes it clear to the reader that this isn't just some run-of-the-mill rumor. Doing so better informs our readers.
This is the exact same reason that we continue to tell readers that Gene Munster was the "Apple is going to build an HDTV by 2010" guy when he makes claims about an Apple Car or virtual reality. It's an editorial decision we've made, and it's not going to change unless Kuo's track record changes. But our commenters are, of course, welcome to continue criticize Kuo in the comments.