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Apple Watch Ultra 4 to Challenge Series 12 with Major Upgrades

New processor, health features and potential price hike could redefine Apple's smartwatch lineup.

CNET3 min

1Dual Launch Strategy

Apple plans to unveil both the Ultra 4 and Series 12 simultaneously at its September event, breaking from previous staggered releases. The Ultra line, introduced in 2022 with titanium construction and adventure-focused features, has maintained a less frequent update cycle than the flagship Series. This year's back-to-back Ultra refresh suggests Apple is accelerating its premium watch development to better compete with Garmin and Coros in the outdoor/sports segment.

2Processor Leap Forward

Both new models will reportedly feature significant chip upgrades, likely called S11 or S12, marking the first processor jump since 2025's S10. Current Ultra 3 owners complain about lag with advanced WatchOS 27 features, which the new chips should address. Apple can't afford to have its $799 Ultra model underperform the cheaper Series 12, creating pressure for meaningful silicon improvements that justify the premium price point.

3AI and Software Advantage

WatchOS 27 introduces Siri AI that dramatically outperforms traditional voice assistance, handling complex queries without defaulting to web searches. Early beta tests show contextual understanding within Apple's ecosystem, though performance bottlenecks remain. The new processor should eliminate lag in AI interactions while enabling expanded gesture controls and multilingual Workout Buddy functionality without iPhone tethering.

4Battery Life Battle

While the Ultra 3's 48-hour runtime leads Apple's lineup, it trails sports watches by weeks. The new chip's efficiency gains could extend usage without physical battery enlargement. Apple won't match Garmin's month-long endurance soon, but even 10-20% improvement would help counter criticism from outdoor users who prioritize battery over smart features in adventure scenarios.

5Health Tech Arms Race

Apple continues pushing health monitoring, with WatchOS 27 adding perimenopause tracking and potentially blood pressure measurement. Current hypertension detection only identifies patterns, not real-time readings. Internal tests faced accuracy challenges, suggesting blood pressure may wait until 2027. These features target medical users willing to pay premium prices for health insights unavailable on rival devices.

6Design and Materials

No major aesthetic changes are expected, maintaining the Ultra's distinctive rugged look while Series 12 revives ceramic cases. The Ultra's titanium construction and Action button differentiate it from mainstream models. Apple may reserve potential Touch ID implementation for the Ultra first, leveraging its larger case for biometric sensor placement - either under display or in the Digital Crown.

7Pricing Pressure

Starting at $799, the Ultra 3 already costs double the Series 11. With Samsung and Google raising smartwatch prices in 2026, Apple faces pressure to increase margins. Component upgrades and inflation could push the Ultra 4 to $849-$899, testing consumer willingness to pay smartwatch premiums. This pricing strategy risks alienating casual users while cementing the Ultra as a niche pro device.

8Market Implications

The simultaneous Ultra/Series launch creates clear segmentation: premium adventure/health versus mainstream smartwatch buyers. By packing the Ultra with exclusive features like advanced biometrics and AI, Apple can justify higher prices while maintaining Series appeal for average users. This two-track approach mirrors iPhone Pro strategy, maximizing revenue across customer segments in the maturing wearables market.

Original article: CNET — Apple Watch Ultra 4 to Challenge Series 12 with Major Upgrades