Apple may update watchOS to “circumvent” Watch ban in the US

2023-12-19 12:51:53

It is no exaggeration to say that, yesterday, hell froze over when the Applejust a few days before Christmas, announced that it will suspend sales of its new Watches (Series 9 and Ultra 2) in the United States due to a legal fight once morest the Fields involving patents on the functioning of the oximeter feature of these models.

The fact is that, internally, Maçã is moving to try to get around the situation — and, according to information from the journalist Mark Gurman (and Bloomberg)the company is planning “software fixes and other possible alternative solutions” to avoid the ban starting this Thursday (12/21).

The company’s engineers are racing to make changes to the device’s algorithms that measure the oxygen level in the user’s blood — a feature that Masimo Corp. has developed. argued that it infringes its patents. They are tweaking the way the technology determines oxygen saturation and presents the data to customers, according to people familiar with the work.

According to Gurman, however, this is a “high-risk” engineering effort and unlike anything Apple has undertaken before. Furthermore, the patents at the center of the dispute relate to hardware features, including the way light is emitted from the skin to measure the amount of oxygen in a person’s blood — so possible software changes may not have the effect. expected by Apple.

It may be challenging for Apple to resolve the dispute with software tweaks, given the scope of Masimo’s patents, but Apple might make a plausible argument that the software controls how the device works.

An Apple spokeswoman said the company is working to present a solution to the U.S. International Trade Commission (International Trade Commissionor ITC) to put the product back on the market.

Alternatively, Apple might reach a deal with Masimo, although that is a path neither company has yet embarked on.

And the losses?

While a measure is not announced by Apple (if at all), some are already counting the possible losses of the measure for Apple — such as analysts at JP Morgan.

In a note seen by AppleInsiderthey estimated that the new models represent 80% of Apple Watch sales — 30% of which are in the US, so the impact would be approximately US$5 billion annually.

Anyone who disagrees with this estimate is Gurman himself, since predicting the full financial impact of the Apple Watch ban is “impossible”. He also pointed out that the main question is knowing how many possibly prevented sales can be recovered by third-party resellers.

Analysts have claimed, however, that the true impact of the ban will be driven by the length of the ban and Apple’s ability to steer US consumers towards older models.

The fact is that it will be a busy end of the year for Maçã — but not in the best way…


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