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I’d take AI smart glasses over an Apple Watch with a camera any day

I’d take AI smart glasses over an Apple Watch with a camera any day

  • 24.03.2025 06:50
  • bgr.com
  • Keywords: AI, Apple

Apple plans to add cameras to its Watch Series and Ultra models for Visual Intelligence AI. The Series will have an in-display camera, while the Ultra will feature a side-mounted one. However, concerns about usability and battery life suggest the move may not be widely embraced.

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Analyst rating: Buy

Apple is adding cameras to the Apple Watch for AI purposes, which could have negative implications on user experience and battery life.

Context

Analysis of Apple Watch's Camera Integration for Visual Intelligence AI

Key Facts and Data Points

  • Product Development:

    • Apple plans to add cameras to both the regular Series and Ultra models of the Apple Watch.
    • The Series model will have a camera inside the display, while the Ultra will feature one on the side near the Crown and Side buttons.

  • Market Timing:

    • Launch expected in 2027, according to Mark Gurman’s report.

  • Battery Concerns:

    • Adding a camera may strain battery life due to limited space in compact devices.

Market Trends and Industry Implications

  • AI Integration in Wearables:
    • Apple is joining other tech giants like Google, Samsung, and Ray-Ban (Meta) in integrating AI capabilities into wearable devices.
    • This trend reflects the growing demand for AI-driven solutions that enhance user interaction with their surroundings.

Competitive Dynamics

  • Apple's Strategy:
    • Enhancing existing products (e.g., Apple Watch) rather than introducing new categories like dedicated AI glasses.
    • Potential competition with Google and Samsung, who are also developing AR-enabled smart glasses.

Strategic Considerations

  • User Preference and Adoption:

    • Concerns about user willingness to adopt camera-equipped watches, especially for Series models requiring wrist flipping.

  • Battery Life Impact:

    • Integration of cameras may reduce battery life, a critical factor for wearable devices.

Long-Term Effects and Regulatory Implications

  • AI and AR Future:
    • Apple’s focus on Visual Intelligence highlights the potential for AI-driven wearables to become mainstream.
    • However, reliance on external AI providers (e.g., Google, OpenAI) may limit innovation unless Apple develops its own advanced models.

Conclusion

Apple's decision to integrate cameras into the Apple Watch for Visual Intelligence aligns with broader industry trends but faces challenges like user adoption and battery life concerns. The move positions Apple in a competitive landscape with tech giants like Google and Samsung, while also highlighting the need for advancements in AI capabilities to fully realize the potential of these features.