According to the latest news, Apple is preparing a "complete exterior redesign" for this year's Apple Watch Ultra 4. This will be the first major adjustment in the overall design language of the series since the launch of the first Apple Watch Ultra in 2022. At present, the relevant news has not given any appearance details or renderings, only saying that users can expect a "major change."
Sources also revealed that Apple Watch Ultra 4 will also receive significant upgrades in terms of "sensing capabilities", and its sensor system will undergo important updates. It is unclear whether this means adding a new type of sensor, or whether it will improve performance and energy efficiency and improve battery life based on the same sensor configuration as the Apple Watch Ultra 3.
The upgrade of the sensor stack will directly benefit Apple’s exclusive supplier of Apple Watch Ultra series sensors, Taiwan-Asia Semiconductor. Relevant reports pointed out that with the launch of new product stocking, the company is expected to receive large-volume orders from as early as July, and its performance in the traditional peak season in the second half of the year is expected to be significantly better than that in the first half.
Judging from supply chain rhythm and order timing, the industry generally believes that Apple Watch Ultra 4 is likely to be unveiled on the same stage as iPhone 18 Pro, iPhone 18 Pro Max and the rumored iPhone Ultra in September. In addition, Apple also plans to launch AirPods Ultra in the future, and there are even rumors that Apple is preparing a MacBook Ultra brand to further strengthen its "Ultra" matrix layout in the high-end product line.