Only Apple can decide if tehy want to deliver the required info
Imho, the analysis is nonsense, though the conclusion appears correct. What people really want and need is a copy of their iPhone's "notification system" on a watch, that presents the information in an abridged, legible form. None of the watches presently offered or announced have this.
Why? Because the notification information is simply not output by the iPhone. Only some info, like SMS and caller ID, are transmitted via Bluetooth, in order to interact with hands free systems.
And the only company who could change that is Apple. Hence, it is Apple's responsibility to develop an appropriate watch or movement with the needed functions.
Only by this approach, all new apps that deliver information via the notification system could automatically be integrated into the watch's functionality.
By providing a movement instead of a complete watch, watchmakers would be enabled to integrate such movements into complete watches, from the cheap 300 Dollar Timex variant, to the 5000 Dollar Panerai variant; including individualized clock faces in the individual watchmakers' layouts.