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2016 Apple Watch will be internal 's' upgrade, major design changes to wait until 2017, insider says

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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.



85 Comments

elijahg 18 Years · 2842 comments

Hold on didn't he just say it would be 20-40% thinner? As I said on the last article with this apparently "well-connected insider" as the source, I don't understand why anyone listens to this bloke. He changes his mind on a weekly basis, and these for some reason aren't seen as guesses but "updates". As if Apple changes their mind from week to week this late in the game on whether they're changing the design or just a spec bump.

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.

rogifan_new 9 Years · 4297 comments

This is breaking news? Anybody with half a brain would know the external design isn't going to radically change. Apple isn't releasing all these new bands so they become incompatible in 3-6 months. And anyone who has a watch knows what it needs most is reduced latency. Open an app or glance and it launches immediately not 10-30 seconds later (or never at all).

roake 10 Years · 820 comments


"Well-connected" … 

 Does that mean it has nice tendons? 

Creepy!

levi 10 Years · 344 comments

elijahg said:
Hold on didn't he just say it would be 20-40% thinner? As I said on the last article with this apparently "well-connected insider" as the source, I don't understand why anyone listens to this bloke. He changes his mind on a weekly basis, and these for some reason aren't seen as guesses but "updates". As if Apple changes their mind from week to week this late in the game on whether they're changing the design or just a spec bump.

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.

Kuo wasn't credited with the 20-40% depth reduction rumor - simply written as unamed source.

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.