Apple isn't likely to include SpO2 hardware when they know full well it's not being used.
Why would they include it? U.S. customers already bought Watch 10 without the feature. There's no benefit to Apple to re-enable hardware some years down the road.
S9 and Ultra 2 included the hardware because the ITC injunction was unexpected. Apple wasn't going to recall every Watch in the supply chain and rip out the sensor. With S10, they knew it was banned. So why include unused hardware? Apple replaced the SIM tray with a plastic spacer just to save $0.50 on every U.S. model iPhone. If the SpO2 sensor costs $2, they'll do the same. It costs nothing to delete a part.
Why would they include it? U.S. customers already bought Watch 10 without the feature. There's no benefit to Apple to re-enable hardware some years down the road.
S9 and Ultra 2 included the hardware because the ITC injunction was unexpected. Apple wasn't going to recall every Watch in the supply chain and rip out the sensor. With S10, they knew it was banned. So why include unused hardware? Apple replaced the SIM tray with a plastic spacer just to save $0.50 on every U.S. model iPhone. If the SpO2 sensor costs $2, they'll do the same. It costs nothing to delete a part.