I call this bs. They just introduced 2 new sizes, we’d have to wait another 2-3 years for a form factor update that might or might not have different sizes.
Not necessarily.
So far aWatches have been sold like watches, so "female" and "male" sizes, and differentiation based on materials.
Apple appears to be learning that many of their customers have no interest in paying more along the "fashion" dimension (we started with very expensive gold, dialed that back to still expensive fancy ceramic, and have dialed that back to slightly expensive titanium...)
However customers ARE willing to pay more along the "electronics" dimension (iPhone Pro's, starting with the iPhone X, have done pretty well...)
Hence an obvious direction going forward might be to provide an aWatch Pro. Not in all combinations, but maybe something like
SE (low end)
Aluminum (two sizes) - mass market
Stainless steel (two sizes, smaller is sorta the 45inch size, larger is substantially larger) - pro version, so also has more sensors, larger battery, etc
Apple did this in an initial way with the iPhone 6 Plus, but maybe with aWatch we skip the intermediate stage of just a larger screen and go straight to the "Pro" situation we have now in iPhones?
Don't know what happens to the Ti line -- maybe they keep that as high end pro? Would depend on how well it sells in different sizes, and no-one outside Apple knows those details.
But ultimately I think the financial calculation should be that many more people (1/3 of users?) would pay the current stainless steel price or a little higher for pro electronics than would pay that today (1/10th of users?) just for "fashion".