Apple Watch Ultra 4 Expected Later This Year

At a glance:

• Apple will unveil the Apple Watch Ultra 4 alongside the Apple Watch Series 12 in September 2026, per Bloomberg's Mark Gurman.
• The Ultra 4 is rumored to feature a full redesign and enhanced sensing functions, breaking from its 2025 Ultra 3 predecessor's minimal updates.
• Key developments include non-invasive blood glucose monitoring and potential Touch ID integration for biometric authentication.

Apple's Product Roadmap and Ultra Line Evolution

Mark Gurman's Power On newsletter outlines Apple's 2026 device lineup, positioning the Ultra 4 and Series 12 as centerpieces alongside the anticipated iPhone 18 Pro and Pro Max. This marks a strategic shift for Apple's wearable division, which has historically prioritized iPhone ecosystem integration over standalone watch innovation. The Ultra series, launched in 2022, has seen incremental changes—only a black color option in 2024—before the Ultra 3's 2025 release. Gurman's report suggests Apple is resetting expectations with a 'full redesign' for the Ultra 4, potentially addressing user feedback about the Ultra 3's limited feature set.

The Ultra 3's stagnation highlights Apple's challenge in differentiating its premium watch line. While the Ultra 2 (2023) introduced rugged durability and solar charging, the Ultra 3 focused on minor aesthetic tweaks. Analysts speculate the Ultra 4 could reintroduce significant hardware changes, such as a redesigned bezel or display, to justify its premium positioning. This aligns with Apple's broader trend of reserving major hardware overhauls for odd-numbered years, as seen with the iPhone 15's titanium frame and USB-C port.

Non-Invasive Blood Glucose Monitoring: A Long-Gestating Feature

Bloomberg's report emphasizes Apple's ongoing pursuit of non-invasive blood glucose monitoring, a feature rumored since 2020. The technology relies on optical sensors to measure glucose levels through the skin, eliminating the need for finger-pricks or dedicated CGMs. While still in development, this could revolutionize diabetes management if deployed at scale. Gurman notes Apple has shifted oversight of the project, suggesting heightened internal focus. Challenges include regulatory approval, accuracy requirements, and miniaturization of sensor hardware. Competitors like Dexcom and Abbott have already launched CGMs, but Apple's integration into the Watch could attract millions of users seeking convenience.

Touch ID Reimagined: Security or Convenience?

Leaked code indicates Apple is exploring Touch ID for its 2026 Watch lineup, potentially replacing or supplementing wrist-based authentication. This could manifest as an under-display sensor or a side-button-mounted module. While the Watch already uses wrist detection for payments, Touch ID might streamline unlocking or app access. Critics argue this duplicates existing features, but proponents see it as a step toward passwordless ecosystems. Implementation details remain unclear, though Apple's history of hardware-software integration (e.g., Face ID) suggests a seamless rollout if adopted.

LG Display's HMO Technology: A Glimpse into Future Displays

Apple is reportedly considering LG Display's high-mobility oxide (HMO) TFT technology for the 2027 Watch OLED display. HMO offers lower power consumption than current LTPO displays by enhancing electron mobility. This could extend battery life for power-hungry features like always-on displays or advanced sensors. While LG Display specializes in mobile panels, Apple's adoption would signal a shift toward specialized display tech for wearables. The move aligns with industry trends where power efficiency is critical for compact devices, though HMO's scalability for watch form factors remains unproven.

WatchOS 27 and the September 2026 Release Timeline

The Ultra 4 and Series 12 will launch alongside iOS 18 and watchOS 27 in September 2026, per Gurman. watchOS 27 is expected to introduce new watch faces, including a Modular Ultra variant, and deeper integration with Apple Intelligence. Developer betas may follow the June 8 WWDC keynote, with a public release in July. This synchronized release strategy ensures hardware and software compatibility, a hallmark of Apple's ecosystem. The timing also coincides with iPhone 18 launches, reinforcing the Watch's role as a companion device rather than a standalone product.

Competitive Landscape and Market Expectations

Apple faces stiff competition in the premium wearable market, with Samsung's Galaxy Watch and Fitbit's Sense leading in health features. However, Apple's ecosystem lock-in and brand loyalty give it an edge. The Ultra 4's rumored redesign and blood glucose monitoring could differentiate it from rivals. Analysts expect strong pre-orders if the device delivers on these promises. Meanwhile, Samsung's Galaxy Watch 6 Pro and upcoming models may incorporate similar health tech, potentially forcing Apple to accelerate its roadmap. The success of the Ultra 4 will likely hinge on its ability to balance innovation with practicality for everyday users.