Gurman: Future Apple Watch models may include cameras, as part of AI push

Gurman: Future Apple Watch models may include cameras, as part of AI push

  • 23.03.2025 14:52
  • 9to5mac.com
  • Keywords: AI, Apple

Apple is developing future Apple Watch models with cameras as part of an AI initiative, similar to upcoming camera-equipped AirPods. The standard model may embed the camera in the display, while the Ultra version will place it on the side near the crown. Apple aims to transition Visual Intelligence to its own AI models, with release expected by 2027.

Alphabet NewsAAPLsentiment_satisfied
open_in_newOriginal article

Estimated market influence

Apple

Apple

Positivesentiment_satisfied
Analyst rating: Buy

Apple is working on integrating AI into their wearable devices, specifically the Apple Watch and AirPods. They aim to develop in-house AI models for Visual Intelligence, reducing reliance on external providers like OpenAI and Google.

Context

Analysis of Future Apple Watch Models with Cameras: Business Insights and Market Implications

  • Key Development: Apple is developing future Apple Watch models with integrated cameras as part of a broader AI strategy.
  • AI Integration: The inclusion of cameras aligns with Apple's "Visual Intelligence" technology, which currently leverages external tools like ChatGPT and Google but aims to transition to in-house AI models.
  • Product Strategy:
    • Standard Apple Watch: Cameras will be embedded within the display, similar to iPhone designs.
    • Apple Watch Ultra: Cameras will be placed on the side, near the digital crown and side button, capitalizing on the Ultra's larger form factor.
  • Timeline: Models with cameras are expected as early as 2027, contingent on progress from Apple's AI teams.
  • Market Impact:
    • Enhanced Functionality: Cameras could enable advanced features like object scanning and improved visual interactions, positioning the Apple Watch as a more versatile wearable device.
    • Competitive Landscape: This move intensifies competition in the smartwatch market, particularly against devices from Google and Samsung that already offer camera-based functionalities.
  • Strategic Considerations:
    • In-House AI Development: Apple's push to develop its own AI models reduces reliance on external providers but requires significant investment in R&D.
    • Cost and Complexity: Integrating cameras into wearables presents technical challenges, including space constraints and power management.
  • Long-Term Effects: Success of this initiative could redefine the wearable device market, potentially expanding use cases beyond fitness tracking to include augmented reality (AR) and advanced AI-driven features.
  • Regulatory Implications: As AI capabilities expand in wearables, regulatory scrutiny on data privacy and security may increase, requiring Apple to comply with evolving global standards.

This strategic shift underscores Apple's commitment to innovation in wearables, aiming to maintain its leadership in the competitive tech market while addressing emerging consumer demands for smarter, more capable devices.