Apple Watch Ultra 3 just tipped for two major upgrades

Apple Watch Ultra 3 just tipped for two major upgrades

  • 25.03.2025 01:38
  • tomsguide.com
  • Keywords: Apple, MediaTek

Apple's upcoming Watch Ultra 3 will feature satellite connectivity for texting in emergencies and a new 5G modem enabling low-power 5G support, marking the end of Intel components in Apple products.

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Estimated market influence

Apple

Apple

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Analyst rating: Buy

Apple is introducing the Apple Watch Ultra 3 with satellite connectivity and a new 5G modem, enhancing their product offerings.

MediaTek

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Analyst rating: N/A

MediaTek provides the 5G modem for Apple's next-gen smartwatch, expanding its role in wearable technology.

Context

Analysis of Apple Watch Ultra 3 Upgrades: Business Insights and Market Implications

  • Key Features Revealed:

    • Satellite Connectivity: The next-gen Apple Watch Ultra 3 will support satellite-based text messaging, similar to the Emergency SOS feature introduced on iPhones. This allows users to send texts even without cellular or Wi-Fi networks.
    • 5G Modem Upgrade: A new MediaTek modem enabling 5G connectivity (via Red Cap technology) is planned for the device. Red Cap is a low-power variant of 5G optimized for wearables.
  • Current vs Next Gen:

    • Current Apple Watches with cellular capabilities use Intel modems operating on 4G LTE.
    • The Ultra 3 will mark the last Apple product to feature Intel components, signaling a shift away from Intel in favor of MediaTek for 5G support.
  • Market Trends and Competitive Dynamics:

    • Connectivity Race: This upgrade positions Apple ahead in wearable tech connectivity, particularly with satellite-based features. Competitors like Garmin and Samsung may feel pressured to enhance their devices' connectivity options.
    • Outdoor and Adventure Market: The satellite feature caters to outdoor enthusiasts and professionals who rely on reliable communication in remote areas.
  • Strategic Considerations:

    • Supply Chain Shift: Apple's move to MediaTek for 5G modems aligns with its broader strategy to diversify suppliers and reduce reliance on Intel.
    • User Appeal: Enhanced connectivity features will likely attract tech-savvy users and those in high-risk professions or outdoor activities.
  • Long-Term Effects:

    • Regulatory Impact: If widely adopted, satellite connectivity in wearables could influence regulatory requirements for emergency communication devices.
    • Industry Standards: Apple's leadership in integrating advanced connectivity features may set new benchmarks for the wearable tech industry.
  • Expected Launch Timing:

    • The Ultra 3 is rumored to launch alongside the iPhone 17 lineup in September, potentially boosting sales during the back-to-school season.