Roger Fingas
A second-generation Apple Watch is predicted no earlier than mid-2016, and will likely feature a thinner size and better performance, according to a Cowen and Company research memo based on a recent tour of Asian suppliers.
The Cowen forecast calls for Apple to ship 18 million Watches by the end of 2015, but at least 45 million in 2016, added analyst Timothy Arcuri. Figures for next year may actually be too pessimistic based on the strength of 2015 data, he suggested.
The original Apple Watch shipped on April 24. Should the Cowen predictions be accurate, Apple's follow-up could arrive in May, June, or even later.
It's unclear whether Cowen's claims about the features of the device are purely speculative or based on research. Very few rumors about a second-gen Watch have emerged so far, such as one from July claimed that the new hardware would retain roughly the same external design, but make more room inside for a bigger battery.
Apple often sacrifices potential battery gains for thinner designs, but might also be inclined to meet demand for a wearable that can last 24 hours or more on a single charge. Few major smartwatches can reliably run more than that, and often depend on technologies like e-ink or disposable batteries to do so.
Based on its trip report, Cowen separately estimated 40 million iPhone shipments for the September quarter of 2015, and called for fourth-quarter shipments to reach the mid-70 million range. The firm backed the view that there may actually be two different versions of the A9 chip in initial iPhone 6s/6s Plus models, but that the A10 will exist in a single form made by TSMC.
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70 Comments
Aren't big, chunky watches "in" right now? On the other hand, if they can't make to two days on battery, gaining a few hours isn't a practical benefit because you still need to charge every night. I guess it's safe to say the case won't get thinner than the diameter of the crown.
The next Apple [insert product name] is predicted no earlier than mid-[insert year], and will likely feature a thinner size and better performance.
How Apple Analysts write their reports.
The next Apple [insert product name] is predicted no earlier than mid-[insert year], and will likely feature a thinner size and better performance.
How Apple Analysts write their reports.
You forgot to add: The [insert product name] will, however, be delayed for shipping because of [insert favorite supply chain bottleneck] and sell only [insert X%] more than the prior version, thereby making it an utter [insert favorite synonym for failure], and make Apple's stock [insert favorite synonym for decline].
How can you forecast sales, it is impossible, bloody ANAL-yst!
You mean a year or so after the original launched? Why is this news?