2H24 新款Apple Watch關注焦點:Series 10、鉑力特/3D列印 / The focus of the 2H24 New Apple Watch: Series 10 and BLT/3D Printing

郭明錤 (Ming-Chi Kuo)
1 min readJun 17, 2024

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  1. Series 10將有外觀升級,包括螢幕尺寸變大 (從45mm/41mm升級到約49mm/45mm) 與變更薄。
  2. Apple Watch Ultra機型的規格沒明顯變化,若生產良率能符合預期,則可能會新增機殼顏色選項 (黑色/深色)。
  3. Apple Watch將自2H24開始採用由3D列印技術生產的機構件。雖去年最後並無量產,但經過過去1年多的密集測試,目前3D列印的生產效率已有明顯改善。
  4. 3D列印機構件的供應商為鉑力特。與先前不同的是,去年鉑力特為設備供應商,今年則為機構件生產商。因3D列印有成本優勢,故預期未來數年鉑力特的3D列印機構件出貨會持續成長,並有機會做到Apple Watch機殼 (因難度較其他Apple產品的機殼低)。
  1. The Series 10 will feature form factor upgrades, including larger screen sizes (increasing from 45mm/41mm to about 49mm/45mm) and a thinner design.
  2. The specifications of the Apple Watch Ultra model will remain roughly the same. If production yields meet expectations, new case color options (black/dark) may be introduced.
  3. Beginning in 2H24, Apple Watch will include components manufactured using 3D printing technology. Although there was no mass production last year, intensive testing over the past year has significantly improved the production efficiency of 3D printing.
  4. BLT is the supplier of the 3D-printed components. Unlike last year, when BLT was an equipment supplier, this year, this company will produce the components. Due to the cost advantages of 3D printing, BLT’s shipments of 3D-printed components are expected to continue to grow in the coming years, with the potential to produce Apple Watch cases (as the difficulty is lower compared to the cases of other Apple products).

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郭明錤 (Ming-Chi Kuo)

天風國際證券分析師,分享科技產業趨勢觀察與預測。An analyst at TF International Securities. Sharing observations and predictions of tech industry trends.

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