According to the Futu Securities App, on June 17th, renowned Apple analyst Ming-Chi Kuo stated in a blog post that the Apple Watch Series 10 to be released in the second half of the year will have a new look, including a larger screen size (upgraded from 45mm/41mm to approximately 49mm/45mm) and a thinner design. In addition, there is no significant change in the specifications of the Apple Watch Ultra model, but if the production yield meets expectations, new case color options (black/dark) may be added.

Kuo also pointed out that 3D-printed components will be used in the production of the Apple Watch starting in 2H24. Although there was no mass production last year, after more than a year of intensive testing, the production efficiency of 3D printing has improved significantly. The supplier of the 3D-printed components is Xi'an Bright Laser Technologies (688333.SH). Unlike before, last year Xi'an Bright Laser Technologies served as an equipment supplier, and this year they are a manufacturer of components. Due to the cost advantages of 3D printing, it is expected that Xi'an Bright Laser Technologies' shipments of 3D-printed components for the Apple Watch will continue to grow in the coming years, and there is a chance to produce Apple Watch cases (which have a lower difficulty level than other Apple products).

The supplier of 3D-printed components is Xi'an Bright Laser Technologies (688333.SH). Unlike before, last year Xi'an Bright Laser Technologies served as an equipment supplier, and this year they are a manufacturer of components. Due to the cost advantages of 3D printing, it is expected that Xi'an Bright Laser Technologies' shipments of 3D-printed components for the Apple Watch will continue to grow in the coming years, and there is a chance to produce Apple Watch cases (which have a lower difficulty level than other Apple products).