Apple Inc. (NASDAQ:AAPL) could see stronger Apple Watch upgrade demand as new health features, improved sensing and unchanged pricing make the latest models more compelling, according to Counterpoint Research.
Apple launched the Watch Series 12 and Watch Ultra 4 on Wednesday. Both models feature the new S11 chip, a redesigned Health Sensing System and new on-device AI features. Prices remain unchanged at $399 for the Series 12 and $799 for the Ultra 4.
Counterpoint Sees Upgrade Cycle Taking Shape
Counterpoint Research analyst George Lesniak said the launch primarily targets Apple’s existing Watch users rather than customers switching from rival brands.
The upgrade case could be particularly strong for owners of older models. WatchOS 27 drops support for models older than the Series 9. As a result, Series 7 and Series 8 users will need newer hardware to access the latest Siri and health features.
