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Apple Supplier Numbers Suggest Apple Watch Sales Are Below Analyst Expectations
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I don't own one. I want one. I am waiting to see what ver. 2 looks like and at what price point.
I think it's obvious the Apple Watch is not selling well. When a company doesn't want to share the sales numbers of their new super innovative hottest product after 5 years of nothing new you now it's bad news.
So then I guess you haven't bothered to read any of the reviews posted online?
It just seems crazy to make this thing and then arbitrarily limit it to only work with iPhones. Even with iMusic they're developing an Android app and that service only costs $9.99/month. You'd think they could trouble themselves to write an Android app and double the potential market opportunity for a product whose price starts at that of an iPhone and can cost nearly twice what a fully loaded Mac Pro costs.
Wife bought it as a bday gift and I had it for a week. I couldnt justify the price tag just to check my notifications & I was pulling out my phone anyways. Felt like an unnecessary piece of technology that I had to keep on me all the time.
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If you'd go by plain sales figures: Pebble failed, the numbers of Android Wear have been a joke so far and Apple gave it a shot. The wearables market just doesn't seem to have much potential right now - which doesn't mean they should quit building a "moto 360" or an Apple Watch. It's just not "the next big thing" (copying Samsungs tagline here - how is that working out for them, btw.?)
Everytime I hear a financial analyst make a "projection" based on his "knowledge," I just think, well, this is round one in the "stealing money" scenario. Next, Apple announces huge results. Next, the market says it's "disappointed." Then big investors sell enough to start a mini-panic, so the rubes sell their stock. And the sharks buy it at the low point. They made money selling to the rubes, and then they get the stock back in the mini-panic they started. Keep the profits. Buy stock at the lower price, which the next churn will make you money going up again. Repeat until you run out of rubes. Oh, wait, you'll never run out of rubes.
Yeah, I had the same impression. I had high hopes for the 360, but the execution just didn't cut it for me. I could get past the lower res display but the refraction through the beveled coverglass was really annoying.
Apple had something like an extra year to get it right though. Gen 2 of the 360 will almost certainly be better...
It's not obvious to a lot of folks who have such opinions. It seems to be selling better than android wear, which means the apple watch is selling well. Apple did not expect it to sell like the i6.
The layering of the watches on the pic is bugging the hell out of me.
We're all curious about how many Apple Watches Apple has sold, but with the company opting not to break out its Apple Watch sales numbers, all we have to go on are analyst guesses, information distilled from third-party sources, and tidbits of data that Apple has provided.
The latest data that hints at how the Apple Watch has fared comes from The Wall Street Journal, citing shipment information provided by analyst Mark Li from Taiwan's Advanced Semiconductor Engineering Inc. (ASE) most recent earnings call. ASE is the company that builds the S1 package housing the many chips and sensors used in the Apple Watch.
An ASE subsidiary reportedly failed to meet its "break-even volume" of two million units shipped per month during the second quarter and does not believe it will meet that target in the third quarter, either. The company's failure to meet this target suggests the Apple Watch "is not selling nearly as well as some analysts expected," says The Wall Street Journal.Ahead of Apple's recent earnings call, analyst estimates of Apple Watch sales during its first quarter of availability ranged from 2.85 million to 5.7 million, averaging out to 4.07 million. After the call, many analysts adjusted their estimates, with the consensus largely changing to between 2.2 and 3 million units sold. Estimates continue to vary, however, with Strategy Analytics suggesting Apple sold 4 million units in a recent report.
During the call Apple CEO Tim Cook said Apple Watch sales "exceeded [Apple's] expectations," despite supply continuing to trail demand at the end of the quarter. "We feel really great about how we did," he said. Apple CFO Luca Maestri hinted current revenue from the Apple Watch was "well over" $952 million, but he also did not provide insight into sales.
In the past, Tim Cook has warned against attempting to infer information from single data points from the company's supply chain due to its complexity.
Article Link: Apple Supplier Numbers Suggest Apple Watch Sales Are Below Analyst Expectations
yeah, especially not those bloody demanding shareholders of ASE who were kind of expecting their company not to go broke. But hell, that was just asking too much from a seemingly lucrative Apple contract, apparently.
yeah, we get it - you don't like the WSJ. You wrote that before already. Apparently, you haven't understood the meaning of "don't shoot the messenger" yet.
Some, both positive and negative. I try to avoid confirmation bias...
Maybe I responded a bit strongly though-- I took your comment to be defending your "it's a flop (so far)" comment, but it sounds more like you were walking it back. I think there's enough units sold, and enough positive feelings around the watch that calling it a "flop" is just trolling. Saying it isn't a "must have" though really is a personal judgement. I like mine, but there's nothing I really "must have" other than air, water, food. I'd probably say that I need clothes, and a car to get me to work. From there it's into the land of "want" rather than "must have".
It probably won't reach iPhone levels of popularity, but I don't know why anyone would expect it to-- it's a $500 iPhone peripheral. It would be tough to sell more watches than your installed base of phones, and for a first gen device at that price with a narrow set of use cases you would expect it to be a relative small fraction of iPhone users to buy in. If they really sold 4 million units in the first quarter, I'd call that a fantastic success.
Of course, I was expecting a failure so I'm surprised by how well it's done. I'm even more surprised that I'm wearing one.
What really matters though is what the sales numbers are next year. Is it a fad, or are people becoming attached to it? There is no way to know that right now, especially when all of the data we're seeing suggests positive adoption and supply limited sales while the negativity is commentary more than data driven.
As I pointed out in an earlier comment: if they really do sell 10 million of these in the first year, that would make Apple's watch division a respectable sized business in it's own right.
The only way for Apple "Watch" to be desirable is for it to be discontinued.
I tried the Apple Watch and just couldn't get myself to like it. I just bought a Martian Notifier on eBay for $55 and I love it. It has the looks of a classic watch and just shows me the few notifications I want to see. Maybe the Apple Watch is trying to do too much. Best part of my Martian watch...going on a week now and still haven't had to recharge it. Anyway, just a thought that maybe the Apple Watch was too ambitious and could have started smaller.
I am not surprised at all that reports like this keep coming out. It is still a niche device for "techies" which is why after the initial sales it hasn't been gaining a ton of traction. Majority of people I have asked simply say they do not want one as it is only useful for notifications currently. Hopefully Watch OS 2 can help change that though once actual apps are available on the watch.
I know about 5 people who have bought an apple watch now and 4 of them have returned it. I bought a refurbished 1st gen iPad as it seemed a good deal when the iPad 2 was released. I've never usually bought anything 1st gen from Apple so I wasn't technically an early adopter but since it only got to see 2 versions of iOS, I would have been better off getting the iPad 2 in terms of iOS support.