Apple accounted for roughly 90% of all Edge AI-capable smartwatch shipments in the first quarter of 2026, according to new data from Counterpoint Research.


That dominance came as Edge AI penetration across the broader smartwatch market grew 70% year-over-year, reaching 25% in the first quarter of 2026, according to Counterpoint's Global Smartwatch Shipments Tracker.

"Edge AI" refers to artificial intelligence that runs directly on a device's own chip rather than being processed on remote servers. On the Apple Watch, that means the onboard Neural Engine handles tasks like recognizing an irregular heartbeat or detecting a fall in the moment, without sending data to a paired iPhone or the cloud first. Anshika Jain, Principal Analyst at Counterpoint Research, said:

Brands have been continuously upgrading their smartwatch hardware to make devices more AI-capable. Edge AI integration enables real-time health insights and faster responses while helping ensure data privacy. Currently, Edge AI penetration remains limited to leading brands, with Apple solely accounting for ~90% of Edge AI smartwatch shipments in Q1 2026.

Health and fitness monitoring remains the main use case for Edge AI on smartwatches. Counterpoint's data shows blood pressure monitoring shipments doubling and sleep apnea detection tripling year over year, with brands now apparently setting their sights on diabetes detection next.

Apple's head start traces back to 2023, when it introduced the S9 chip with a 4-core Neural Engine built specifically for on-device machine learning in the Apple Watch. Huawei only followed with comparable silicon in 2025, launching its own Kirin W80 chip to power its "Celia" voice assistant locally, and Qualcomm isn't entering the race until this year with its Snapdragon Wear Elite platform. Google is also said to be readying its own Tensor-based wearable chip, though it has yet to ship.

Counterpoint notes that a software-driven alternative to dedicated NPUs is also emerging, with Ambiq's Apollo platform running AI inference on vector-core silicon via Arm's Helium extensions rather than purpose-built neural hardware. This approach remains a niche compared to Apple's dedicated-chip strategy, but it could eventually help cheaper smartwatches offer some Edge AI features without the silicon Apple has spent years building into its devices.

Counterpoint only classifies a smartwatch as Edge AI-capable if it has a neural engine or NPU on board and at least one of its health, safety, or interaction features actually runs its inference on that chip, rather than merely including the hardware.
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On this week's episode of The MacRumors Show, we discuss the future of Apple's increasingly tangled high-end MacBook lineup, including the entry-level MacBook Pro and the rumored "MacBook Ultra."


Apple's chip roadmap for the Mac is reportedly set to take an unusual turn over the next year. The company is said to be skipping the M6 Pro and M6 Max entirely, jumping from the M5 generation straight to the M7 for its high-end laptops. A standard M6 chip will still arrive this year in an entry-level ‌MacBook Pro‌, but there will apparently be no Pro or Max variant in that family.

As a result, Apple's first high-end OLED laptop will use the existing M5 Pro and M5 Max chips rather than newer silicon. First-generation buyers would therefore be paying a premium for a redesigned machine featuring the same processors already found in the current ‌MacBook Pro‌, with M7 Pro and M7 Max models expected to follow in the second half of 2027.

The launch window remains fluid. The device was long expected to arrive in late 2026, but memory chip constraints and Apple's recent price increases have pushed it toward early 2027. A second-generation model with M7 chips is already planned for late 2027, meaning the first Ultra could remain on sale for a relatively short window.

The overlapping releases make for a crowded and confusing roadmap. Across roughly a year, Apple is expected to ship a base M6 ‌MacBook Pro‌, a redesigned base M7 model in the first half of 2027, two M5 Pro and M5 Max MacBook Ultra models, their eventual M7 Pro and M7 Max successors, and perhaps new high-end ‌MacBook Pro‌ models with the M7 Pro and M7 Max. Notably, the entry-level M7 model is set to get the new design first, ahead of the pricier high-end ‌MacBook Pro‌ models.

The headline changes are reserved for the top-tier "Ultra" model. It is expected to be the first Mac with an OLED display, using the same hybrid tandem ‌OLED‌ technology as the iPad Pro, along with the first touchscreen on a Mac, a Dynamic Island in place of the notch, and a thinner chassis. Both 14-inch and 16-inch sizes are expected. Built-in cellular connectivity for the first time on a Mac is also rumored.

Apple is reportedly positioning touch as "touch-friendly, not touch-first," letting users move between touch, trackpad, and keyboard rather than treating the Mac like an iPad. That marks a reversal for a company that long resisted the idea. Steve Jobs argued in 2010 that vertical touchscreens cause arm fatigue, and as recently as 2021 hardware chief John Ternus said the Mac was "totally optimized for indirect input."

Signs of the shift are already visible in macOS 27 Golden Gate, which adds direct touch control to Sidecar, so users can tap and interact with macOS elements using a finger on an ‌iPad‌. A reinforced hinge is also expected, so the display does not wobble when tapped.

Pricing is likely to be steep. Apple raised prices across the Mac lineup in June, and the current 14-inch ‌MacBook Pro‌ now starts at $1,999, rising to $2,499 with the M5 Pro chip and $4,099 for an M5 Max. The 16-inch M5 Max reaches $4,399, and a fully specced configuration already exceeds $10,000. The high-end ‌OLED‌ model is expected to start higher still.

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The bill of materials for the iPhone 18 Pro Max is expected to rise by nearly $300 compared to the iPhone 17 Pro Max, according to a new Counterpoint Research analysis.


The estimate covers the 1TB storage model. NAND flash costs for the device are said to exceed $250 on their own, a figure that would cover roughly half of the ‌iPhone 17 Pro‌ Max's entire estimated component cost. DRAM pricing is also climbing sharply, with both components facing pressure from a broader memory chip shortage tied to surging demand for AI hardware.

Apple's expected shift to a 2nm chip is described as the second-largest contributor to the cost increase. The ‌iPhone 18 Pro‌ is rumored to debut the A20 Pro, manufactured on TSMC's N2 process, which reportedly carries a steep premium in wafer pricing over the current N3P node used for the A19 Pro. Early yield ramp costs on a new process node typically add to per-unit chip pricing as well.

Counterpoint says display costs and other miscellaneous components may actually decline compared to the ‌iPhone 17 Pro‌ Max, partially offsetting the memory and chip increases. Camera costs are expected to rise slightly, which the firm attributes to new technology, likely a reference to the variable-aperture main camera rumored for the Pro models.



The report arrives weeks after Apple raised prices on 14 products, including every Mac and iPad, along with the Apple TV, HomePod, HomePod mini, and Vision Pro. Apple attributed those increases to the same memory chip shortage cited in the Counterpoint report, saying that the "supply-demand imbalance" driven by AI data center buildouts had made further price increases necessary. iPhone, Apple Watch, and AirPods pricing was left unchanged in that round of hikes, but the ‌iPhone 18 Pro‌ lineup is widely expected to be next.

The Wall Street Journal previously reported that the ‌iPhone 18 Pro‌ could start as high as $1,399, citing estimates that Apple's DRAM cost per unit could climb from $39 to $145 and its flash storage cost from $13 to $51. Apple CEO Tim Cook told the outlet that the company is "still working through" which devices will see price increases. Separately, IDC has estimated a $200 increase to the Pro and Pro Max models specifically, while Weibo leakers have separately suggested Apple could raise its Chinese starting price for the lineup by around 11%.

To manage the higher costs without giving up margin entirely, Apple is expected to apply different retail price increases across storage tiers rather than a flat increase across the lineup, concentrating the impact on higher-capacity models. Even with an average $200 retail price rise, Counterpoint still expects the ‌iPhone 18 Pro‌ Max to land at a slightly lower gross margin than the ‌iPhone 17 Pro‌ Max achieved in 2025.

The ‌iPhone 18 Pro‌ and ‌iPhone 18 Pro‌ Max are expected to launch alongside Apple's first foldable iPhone in the fall.
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