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郭明錤:2H24新款Apple Watch关注焦点是Series 10、铂力特/3D列印

Guo Mingchi: The focus of attention for the new Apple Watch in 2H24 is Series 10, Xi'an Bright Laser Technologies/3D printing.

Gelonghui Finance ·  Jun 17 11:37
On June 17th, Guo Mingchi, a well-known analyst, wrote on X that Series 10 will have a cosmetic upgrade, including a larger screen size (upgraded from 45mm/41mm to about 49mm/45mm) and a thinner design. The specifications of the Apple Watch Ultra model have not changed significantly, and if the production yield meets expectations, there may be additional casing color options (black/dark). Starting from 2H24, Apple Watch will use 3D printing technology to produce components. Although there was no mass production at the end of last year, after more than a year of intensive testing, the production efficiency of 3D printing has now significantly improved. The supplier of 3D printed components is Xi'an Bright Laser Technologies. Unlike last year, where Xi'an Bright Laser Technologies was a device supplier, this year it is a component manufacturer. Due to the cost advantage of 3D printing, it is expected that Xi'an Bright Laser Technologies' 3D printed components shipments will continue to grow in the coming years, and there is a chance to make Apple Watch cases (due to their lower complexity compared to other Apple products).

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