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Apple Supplier Numbers Suggest Apple Watch Sales Are Below Analyst Expectations
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Ok. I have no reason to buy an iPad, MacBook Air or Mac Pro. Should they not exist?
Yes a Rolex and Swatch cannot do that because you are comparing apples and oranges. Meanwhile a $200 Pebble Smartwatch would be a better comparison. It can give users all the notifications you would need just like the Apple Watch. Throw in the lite app support on Pebble and it being fraction of the cost of an Apple Watch. To top it all off with better battery life and cross compatibility than the current Apple Watch.
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
Buy one now. It will look cool with your infra-red grill and soda stream drinks thingy and don't forget the chinese lady with the green face painted on velvet or the white horses dancing in the surf.
Offcourse they are wrong. I still can not buy them in Luxembourg. And other countries do not have them available too,
When SIRI will handle more languages more people will buy.
Uh. What did you expect it to be? They advertised and spoke heavily about what it was
That's really all we can go on. Literally everything else we have heard is just guess work.
As the watch only works with the phone, you could have just used the phone to pay. The watch has nothing to do with that anecdote.
This is exactly where I stand. My expectations for the watch are in check now, and so I do want one, BUT..
The price. It's just too high for the vast majority of people to justify.
No one wears a watch any more, who expected these to sell? Especially at the prices Apple asks....
I have lots of Apple fanboi friends and not one of them is interested.
I have lots of Apple fanboi friends and not one of them is interested.
.
Same opinion as me, I've no idea what year it was, but it was a G3 iMac, and I have no interest in getting one.
Ps, how did you get through four iPod touches!?
Same opinion as me, I've no idea what year it was, but it was a G3 iMac, and I have no interest in getting one.
Ps, how did you get through four iPod touches!?
It's a first generation device. This is what I think Apple needs to do:
This generation (AW1)
- Lower the price.
- Allow native apps
AW2
- Better batteries
- Better sensors (blood sugar, body temperature etc)
- Bundle with wireless earbuds
- Voice activated Siri (in background), if you turn your wrist.
AW3:
- Better batteries
- GPS support
- Wifi
AW4:
- Better batteries
- Wireless charging without taking watch off
- Fingerprint authentication on screen
AW5:
- Better batteries
- 4G/5G
- Camera from behind the screen
This generation (AW1)
- Lower the price.
- Allow native apps
AW2
- Better batteries
- Better sensors (blood sugar, body temperature etc)
- Bundle with wireless earbuds
- Voice activated Siri (in background), if you turn your wrist.
AW3:
- Better batteries
- GPS support
- Wifi
AW4:
- Better batteries
- Wireless charging without taking watch off
- Fingerprint authentication on screen
AW5:
- Better batteries
- 4G/5G
- Camera from behind the screen
you never mentioned a new design along side this one...they need to take even more customers
Lets' not forget on other things a watch is a reflect of your fashion so just 1 design isn't enough, and being a smartwatch they can do rounded or even others shapes that you never saw on regular watches like diamond shape, yes it will not be a mainstream shape but still for this kind of accessory the many shapes the better
Lets' not forget on other things a watch is a reflect of your fashion so just 1 design isn't enough, and being a smartwatch they can do rounded or even others shapes that you never saw on regular watches like diamond shape, yes it will not be a mainstream shape but still for this kind of accessory the many shapes the better
Much like the marketing department of the Cyrius Cybernetics Corporation, analysts will be amongst the first against the wall when the revolution comes.
Analysts are constantly getting these estimates wrong, why anyone listens to them is beyond me.
Analysts are constantly getting these estimates wrong, why anyone listens to them is beyond me.
I'm glad I bought my Pebble Time. Not as 'advanced' as the Apple watch but it lasts for 7 days, costs a LOT less and can do everything I need.
I find using my watch a lot quicker than using my iPhone for Apple Pay . I don't really use the phone at all for it as the watch is so much better.
I'm glad I bought mine, it would have been nice if it was cheaper sure but I've no regrets. I also see quite a few of them out and about, many more than I expected.
"Analysts" who don't work for Apple make assumptions on new product sales based on X because of Y. "Analysts" then suggest number Z sold because of A and/or B in supply chain.
Meanwhile, category in which Apple puts device sees huge revenue growth. Category contains mostly iPods and Apple TV units that have not seen updates or growth in years. Average of estimates from above out-of-ass invisible numbers would give Apple 75 percent of device's market share after three months.
Seems to me like a whole bunch of fuss about nothing. It's a brand new product in a category that has been around maybe a couple of years. Apple says it's selling better than iPhone at this point in its rollout. Therefore, due to the conclusive math of multiple variables, the algebra says Apple is doomed.
WAIT, APPLE MADE HOW MUCH FROM SELLING HOW MANY IPHONES?
In other news, Apple is in deep trouble because hard disk drive suppliers report drop in orders from Apple. Tech press writes doom story. Tech press doesn't understand that Apple keeps increasing solid state storage usage.
I made up that last paragraph. Wouldn't shock me to see such a story after one I saw all about Microsoft selling more phones than Apple did watches.
Meanwhile, category in which Apple puts device sees huge revenue growth. Category contains mostly iPods and Apple TV units that have not seen updates or growth in years. Average of estimates from above out-of-ass invisible numbers would give Apple 75 percent of device's market share after three months.
Seems to me like a whole bunch of fuss about nothing. It's a brand new product in a category that has been around maybe a couple of years. Apple says it's selling better than iPhone at this point in its rollout. Therefore, due to the conclusive math of multiple variables, the algebra says Apple is doomed.
WAIT, APPLE MADE HOW MUCH FROM SELLING HOW MANY IPHONES?
In other news, Apple is in deep trouble because hard disk drive suppliers report drop in orders from Apple. Tech press writes doom story. Tech press doesn't understand that Apple keeps increasing solid state storage usage.
I made up that last paragraph. Wouldn't shock me to see such a story after one I saw all about Microsoft selling more phones than Apple did watches.
The price is still ridicilous. It does NOTHING speciel. I was very dissapointed and battery life is a joke. Not even a whole day. My Garmin watch does a 100 times more, has GPS and has AMAZING battery life. I'll keep my Apple Watch, but only for testing purposes.
Not even the first iphone/mac/ipad wasn't that good as they get after 1-2 generations. The ideea was perfect but not the product. iPhone wasnt that good without App Store/3G and so on...so this is a great idea but i think the 3rd generation will become a true good product