Apple's Move To Remove Blood Oxygen Feature In US Watches May Affect Sleep Apnea Detection, Says Mark Gurman
Portfolio Pulse from Ananya Gairola
Apple Inc. has stopped selling smartwatches with blood oxygen tracking in the U.S. following a federal appeals court's denial to halt an ITC ban due to a patent dispute with Masimo Corp. This could impact Apple's planned health features, including sleep apnea detection expected in 2024. Masimo's CEO criticized Apple's blood oxygen feature as unreliable.

January 22, 2024 | 1:50 am
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POSITIVE IMPACT
Masimo Corp's successful patent dispute with Apple leads to the removal of a contested feature from Apple Watches, which could be seen as a legal victory for Masimo, potentially affecting its market position and investor sentiment.
Masimo's CEO's criticism of Apple's feature may bolster the company's image as a defender of reliable medical technology, which could positively influence investor sentiment and Masimo's stock price in the short term.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 70
NEGATIVE IMPACT
Apple's decision to disable the blood oxygen tracking feature in its smartwatches may delay or affect the development of new health features, potentially impacting consumer perception and future sales.
The disabling of a key health feature due to a patent dispute may negatively affect Apple's reputation in health tech and could lead to a decrease in consumer demand for its smartwatches, potentially impacting short-term stock performance.
CONFIDENCE 75
IMPORTANCE 70
RELEVANCE 80