推特用户@aleabitoreddit确认苹果Apple Watch路线图:2026年下半年高端机型将重大改版,新增血压监测功能,采用TASC光电二极管;后续健康监测重点为非侵入式血糖监测,暗示Sivers可能为其提供定制激光器。
This is just confirmation on timelines:
H2 2026 is the "major redesign of high end Apple Watches" for blood pressure related stuff using TASC photodiodes(2340).
This next part is $SIVE likely project with $AAPL:
"After this, Apple's next health monitoring capabilities are expected to focus on noninvasive blood-glucose monitoring."
So.. the next cyle refresh is likely Sivers for hyper-customized lasers. Maybe H2 2027 or 2028.
Still a bit early, but if timeline/implications are in tact, markets might appreciate multi-year revenue visibility with Apple.
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