Insight

Apple Launches Watch Series 12 and Ultra 4: New Chip Powers Health and AI Features

S11 marks Apple’s first major smartwatch silicon upgrade in two years, powering the next wave of AI and health features.

Global smart glasses shipments grew 215% YoY and 30% sequentially in Q2 2026. In Q2 2026, the global smart glasses market continued to expand rapidly, but growth remained heavily driven by a single market leader, Meta. Beyond Meta, the competitive landscape remained highly fragmented, with no credible global challenger. Regional players such as Fire-Boltt in India and Huawei and Alibaba in China gained traction but retained limited global share.