Shulou(Shulou.com)11/24 Report--

Thanks to CTOnews.com netizen Alejandro86 for the clue delivery! CTOnews.com Oct. 31, Guo Mingyi posted an article on medium a few days ago, revealing that there is no sign that Apple has begun to develop Apple Watch Ultra 3 in the supply chain.

Guo Mingyi said that if Apple does not start the research and development process in December, it is almost certain that "Apple will not launch a new generation of Apple Watch Ultra next year."

Apple launched Apple Watch Ultra 2 on September 13 this year, but Guo Mingyi said that if Apple does not launch the next-generation Apple Watch Ultra next year, it will affect the sales of the Ultra product line and the entire Apple Watch:

Apple Watch Ultra's shipments next year will drop by 20% and 30% compared with the same period last year.

Shipments of Apple Watch's full product line will fall 10% year-on-year to 35 million yuan.

Apple Watch does not contribute as much revenue as iPhone in Apple's current product line, but wearable devices, HomeKit products and accessories, including Apple Watch, are important sources of revenue in Apple's financial report.

As of the third quarter of 2023, related products contributed $8.284 billion in revenue (CTOnews.com Note: currently about 60.639 billion yuan), higher than both iPad and Mac product lines.

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