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Apple Supplier Numbers Suggest Apple Watch Sales Are Below Analyst Expectations

This watch isn't even available yet in some countries.

I don't see this a a great consumer product yet. Perhaps in the future when home automation and improved voice recognition are common.

I do see commercial use doing well though.
Big companies with custom apps for their employees should be making bulk purchases.
 
It's a device like the apple TV, it'll sell to those that see it as valuable. I thought sales would be just ok after seeing apple can't add value to a watch which is after all a watch. It's hard to see how anyone can add value to the concept that requires people to use it as a replacement for any other tech.

A phone replaces so many tech items all in one. The apple watch doesn't replace anything and apple attacked the fashion angle instead.

I'm still amused apple even attempted the product category, they would have been better off spending time and effort on many other areas.

Even a VR headset would have been a better idea to explore
 
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AppleInTheMud said:
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.
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It does a lot of things compared to my smart watches. Battery life lasts a day for most people from what I've seen.
 
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Serban said:
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
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Yep, once they make it a truly stand-alone watch (without dependency on having an iphone), including GPS, improve battery life to 24hrs, and lower the price. The Apple watch will sell gangbusters.
 
EvilEvil said:
Yep, once they make it a truly stand-alone watch (without dependency on having an iphone), including GPS, improve battery life to 24hrs, and lower the price. The Apple watch will sell gangbusters.
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I had the gear S with that and trust me it wasn't anything special
 
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ToroidalZeus said:
I think it's a lot worse than you realize/

iPad sales are declining
AW is a failure
Beats Music is unknown

If Beats music under delivers then it shows that without Jobs, Apple can no longer innovate.
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I agree with you on a number of points, but I don't think we can quantify that the AW is failing, if it was, Tim Cook would be obligated to state the bad news on the financial call in.
 
MacRumors said:



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.

SB-LL-MB-Apple-Watch-800x400.jpg

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
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The guy from Rolex (was it Rolex?) was right.
 
The reason I would want an Apple Watch are: heart-rate monitoring and those hints to stand up again once in a while.
I'd disable all other notifications, most likely - who wants a tick-tock on his wrist when someone else tweets some silly thing?
But I already have a watch that I like: a Junghans Mega Solar - a solar-powered, wrist-watch that syncs to the world's most precise atomic clock. It has a buffer-battery and I've never changed it during the 10 years or so I own it.
And there's another problem: the Apple Watch would require the purchase of a new iPhone because it does not work with my 4S.
So, I'd be looking at quite a lot of money and still wouldn't have what I really want to buy: a bike computer with pulse-sensor that syncs to my 4S.
 
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Flop flop flop !!! Finally as I predicted check my earlier post ! Where are all the fanboys that tried to tell me different ???
Why a watch when I can easily use my phone ??
Bring Back Woz
Send cook back to accounting !!
 
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rdlink said:
I keep going back to what Cook said. It outsold the iPhone and iPad in the same time of release.
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But when the iPhone came out, it was only available on one network, required a 2yr contract (and remember people would already have been on contracts with other networks at release of the iPhone) and was incredibly expensive. The iPad has never really found a massive market and is now in decline.

The Watch won't be around for long.
 
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I dont get all these expectations. Anything around 10 Million would be a success for this product in my mind.

This product category is still in its infancy
 
Mildredop said:
But when the iPhone came out, it was only available on one network, required a 2yr contract (and remember people would already have been on contracts with other networks at release of the iPhone) and was incredibly expensive. The iPad has never really found a massive market and is now in decline.

The Watch won't be around for long.
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The Watch was supply constrained for most of the first quarter.

A product doesn't have to be a smash hit like the iPhone for it to be successful. The Apple TV doesn't make much money but it's still around today. The Apple Watch is a niche product and that's fine, if only all flops could make so much money.
 
Sales have been disappointing because, let's face it, the product is disappointing. It looks like a glamourised iPod Nano running a custom OS. What was Apple's vision when they were designing this? I suspect the only vision was $$$ rather than the needs of the user.
 
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UKPoliticsGuy said:
Sales have been disappointing because, let's face it, the product is disappointing. It looks like a glamourised iPod Nano running a custom OS. What was Apple's vision when they were designing this? I suspect the only vision was $$$ rather than the needs of the user.
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They copied the standard set by android wear, instead they should have reinvented the wearables concert, not build a better and more expansive Moto360
 
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cdmoore74 said:
I actually feel naked without my LG G watch. I use mine for the most basic notifications. Do I really need it? No; but I only paid $79 for it last black Friday.
Once Apple gets the price down to at least $150 to $200 people won't regret the purchase as much. I personally feel that I don't need another app machine on my wrist. I just want basic notifications. To pay hundreds of dollars for my basic requirements is silly.
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Very true, it if was cheaper I think more people would have bought one. Given how cheap the android versions are, the apple offering is very expansive. Hopefully Apple drops the prices
 
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Rogifan said:
Yeah and I'd be doing the same if there was FUD iPhones. This has nothing to do with the Watch per se. I don't even own one. I just get annoyed when supply chain chatter and guesses are equated as fact. The only facts we have are what Tim and Luca said on the earnings call.
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Wait , you do not even own one? :)
 
I'm surprised Apple even sold THAT much Apple Watch thanks to to the exceptional PR push they've done.

Because Apple Watch is ugly and useless, and it's failed attempt at launching on the smartwearable (all the other brands fail too).
 
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Around a billion dollars in revenue, majority market share and incredible customer satisfaction... And that just isn't enough. This story will sit on macrumors all weekend and people will think the Watch is a failure.
 
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