Apple(US:AAPL) 3 6 Ke·2025-09-22 11:00Core Viewpoint - The introduction of satellite connectivity in smartwatches marks a significant advancement in wearable technology, allowing for emergency communication without cellular coverage [1][12]. Group 1: Industry Developments - Qualcomm has launched the second-generation Snapdragon W5 wearable platform, which includes NB-NTN satellite communication capabilities [1]. - Apple has also integrated satellite connectivity into its flagship Apple Watch Ultra 3, indicating a trend towards enhanced communication features in wearables [1]. Group 2: Technical Considerations - Smartwatch chips cannot simply replicate smartphone chips due to size and thermal constraints, as smartwatch mainboards are significantly smaller [5][7]. - The power consumption of smartwatch chips is critical, as they must support longer battery life compared to smartphones, which typically require more frequent charging [7][8]. Group 3: Market Dynamics - The wearable device market is experiencing a lack of differentiation, leading to reduced consumer upgrade motivation and longer product lifecycles [10][12]. - The industry faces a common challenge of product homogeneity, where new releases do not significantly differ from previous models, diminishing overall market appeal [10][12]. Group 4: Future Directions - Future advancements in smartwatches should focus on developing genuinely useful new features, such as non-invasive blood glucose monitoring and continuous blood pressure tracking [13][16]. - Enhanced interaction methods that leverage cross-device collaboration with other gadgets like headphones and glasses are essential for the evolution of smartwatches [16][18].