Kuo’s latest survey suggests that Apple is actively adopting 3D printing technology, and it is expected that some of the titanium mechanical parts of the 2H23 Apple Watch Ultra will be made using 3D printing. The wearable device could feature a 3D-printed digital crown, side button, and action button. Currently, mechanical parts made with 3D printing have to go through the CNC process for back-end processes.
Kuo’s post also revealed that IPG Photonics is the exclusive supplier of laser components, while Farsoon and BLT will be the printer suppliers for 3D-printed mechanical parts for the 2023 Apple Watch Ultra. Kuo believes that if shipments go well, more Apple products will adopt 3D printing technology, which will improve production cost and ESG performance in Apple’s supply chain, benefiting the mentioned suppliers.
Speaking of the launch of the Apple Watch Ultra 2, there have been reports suggesting it may be released in 2024 or even as late as 2026. Rumors also hint that it could be the first Apple Watch to feature microLEDs. MicroLEDs are components that are a hundred times smaller than regular LEDs.
Apple recently released watchOS 10, an update aimed at enhancing the Apple Watch experience. The update allows users to access important information on specific watch faces by rotating the digital crown button. Widgets, including options like podcasts and stopwatch functionalities, have been expanded. Several apps, such as the world clock and activity app, have received a fresh redesign. The Fitness app on the iPhone has also undergone significant improvements.
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