The Apple Watch SE might not have a future in plastics after all

The Apple Watch SE might not have a future in plastics after all

  • 25.03.2025 16:22
  • macworld.com
  • Keywords: Apple, Plastic Watch SE

Apple considered using plastic for a kid-friendly Apple Watch SE but faced production challenges due to quality and cost issues. The casing didn't meet standards, and the cost was similar to aluminum.

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Estimated market influence

Apple

Apple

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Analyst rating: Buy

Apple is facing production issues with the plastic Apple Watch SE, which affects their product lineup and market strategy.

Plastic Watch SE

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Analyst rating: N/A

The Plastic Watch SE is in serious jeopardy due to quality and cost issues, impacting its potential as a kid-friendly product.

Context

Analysis and Summary: Apple Watch SE Plastic Edition Challenges

  • Apple's Initial Plan: Investigated using a plastic case for the Apple Watch SE to create an affordable, kid-friendly product, aiming to compete with cheaper rivals.

  • Production Issues:

    • Quality Concerns: The plastic casing did not meet Apple's quality standards.
    • Cost Analysis: Manufacturing costs were not significantly lower than aluminum, undermining the cost-effectiveness of the plastic model.

  • Development Timeline:

    • July 2024: Bloomberg's Mark Gurman reported Apple's investigation into a plastic Watch SE.
    • August 2024: Gurman detailed plans to market it as kid-friendly.
    • September 2024: Gurman indicated potential shipment issues due to challenges.
    • March 2025: Sources revealed the product is in "serious jeopardy" due to unresolved issues.

  • Market and Strategic Implications:

    • Competitive Dynamics: Apple's attempt to offer a budget-friendly option could be derailed, affecting its ability to compete on price with rivals.
    • Premium Brand Image: Apple's historical shift away from plastic in products like MacBooks and iPhones suggests a preference for premium materials, potentially impacting the SE's appeal.
    • Long-term Effects: The failure of the plastic SE may limit Apple's entry-level product offerings, affecting market reach.

  • Conclusion: Unless there is a breakthrough, the plastic Apple Watch SE is unlikely to launch, reflecting broader challenges in balancing affordability with brand standards.