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.

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 ‌iP