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Apple Watch and AirPods with cameras, support for AI features in the works

Apple Watch and AirPods with cameras, support for AI features in the works

  • 24.03.2025 09:28
  • business-standard.com
  • Keywords: AI, Apple Watch

Apple is developing camera-equipped wearables like Apple Watch and AirPods, with plans to include AI features powered by its own models rather than third-party providers. The new devices are not expected to launch before 2027.

Apple NewsAAPLsentiment_dissatisfied

Estimated market influence

Apple

Apple

Negativesentiment_dissatisfied
Analyst rating: Buy

Apple is planning to introduce cameras in both the standard and Ultra models of the Apple Watch, which could impact their market position by enhancing features but delaying release until 2027.

OpenAI

Positivesentiment_satisfied
Analyst rating: N/A

Apple's Visual Intelligence uses OpenAI's ChatGPT, which supports AI features in their products, aiding in innovation and integration of advanced capabilities.

Google

Neutralsentiment_neutral
Analyst rating: N/A

Google provides visual search capabilities to Apple for their AI features, contributing to the functionality without direct competition.

Context

Analysis and Summary: Apple Watch and AirPods with Cameras, AI Features in Development

Key Facts and Data Points

  • Release Timeline: Camera-equipped Apple wearables (Apple Watch and AirPods) are not expected to launch before 2027.
  • Proprietary AI Model: Apple is developing its own AI model for Visual Intelligence, rather than relying on third-party providers like OpenAI's ChatGPT or Google's visual search capabilities.
  • Apple Watch Ultra Design: The camera is likely positioned on the side, near the digital crown and side button, leveraging additional space in the Ultra model.
  • Standard Apple Watch Design: The standard model may feature a camera embedded within the display, though specifics like under-display technology or visible cutouts remain unclear.

Market Insights

1. Competitive Dynamics

  • Apple's integration of cameras and AI into its wearables signals a shift toward more advanced functionality in the wearable tech market.
  • The move could intensify competition with other brands like Google, Samsung, and Xiaomi, which are also investing in AI-driven wearables.

2. Business Impact

  • Enhanced User Experience: Cameras and AI features (e.g., object scanning, image capture) could enhance productivity and convenience for users.
  • Strategic Differentiation: Apple's focus on proprietary AI may create a competitive edge by offering unique, integrated solutions rather than relying on external providers.

3. Market Trends

  • The wearable tech market is expected to grow as devices incorporate advanced features like cameras and AI.
  • This trend aligns with broader industry shifts toward integrating AI into consumer electronics for enhanced functionality.

Long-Term Effects and Regulatory Implications

  • Privacy Concerns: The inclusion of cameras in wearables raises potential privacy issues, which could attract regulatory scrutiny.
  • Regulatory Impact: As AI and camera features become more prevalent, governments may impose stricter regulations on data usage and device functionality.

Strategic Considerations

  • Apple's decision to develop its own AI model underscores its long-term vision for controlling key technologies in the wearable space.
  • The delayed release (2027) suggests a cautious approach to integrating new features, ensuring technical and market readiness.

This analysis highlights how Apple's strategic moves in wearable technology could shape the future of the industry, with implications for competition, user experience, and regulatory landscapes.