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Apple Watch Captured Estimated 75% Smartwatch Market Share in Launch Quarter
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No, we should cherry-pick and only give credibility to analysts that say something positive about Apple...
yeah, I'm reading the same thing.
we have way too many analysts who are saying things without any real data behind them. is it 3m units shipped? 5.5? 1? 2? 1bill revenues? 100m revenue?
and yet, here we go with more analysts making absolutely unfounded claims.
Screw the watch. I'm more worried about the tablet/iPad flopping. Sales have been in decline since iPad 3.
Bottom line is that no one can guarantee anything a few years from now.
Love Apple Watch. Mobile payments and notifications are very convenient, and it helps me be healthier everyday. I've been working out 6 days a week thanks to the Activity app. Progress updates throughout the day really help.
iPad sales are down because people still love their old iPads. The upgrade cycle is similar to PCs.
I agree with you completely.
I was a Watch non-user (as Mrs. thequik can attest) for the last 14 years. Since June 2, I've worn the Apple Watch every day, and I love the convenience. Heck, I even used my solar battery charger while camping last weekend to keep it charged.
Apple said (the CFO did) it sold more than the Ipad after 9 weeks, these Ipad numbers are ON THE RECORD, so that's at least 3.1M in the first 9 weeks. CFO and CEO at earning calls don't dabble in opinions, they're not allowed too.
How much more is the question, but but people put it at close to 4M (I,d expect close to 4.5M myself).
Considering it didn't have a retail presence or even an international rollout, those are fantastic numbers.
It's also grown the market by a huge amount. It's not like Android Watch owners dropped their products for the Apple Watch. These are all customers new to the category.
iPad sales are down because people still love their old iPads. The upgrade cycle is similar to PCs.
Yes, upgrade cycle for Ipads (and their durability/longevity is just insane). Other maker's trash $100 tablet barely last 1 year.
It's weird, but I work out more because of the watch too! It's not a guilt (avoidance of a negative) trip, but a "want to do it" thing.
Yes, pretty weird, its like they don't know how to count. Number of Ipads sold is on the record and they said it exceeded that. Their whole narrative is beyond weird. Twillight zone weird.
The numbers are relevant to the current situation, which is all they try to measure. How we make use of those numbers makes our analysis either relevant, or not. Would I use these numbers to extrapolate 12-month or 24-month sales? Absolutely not. Others might.
Yes, it's a market in its infancy, but infancy doesn't prevent a physician or parent from measuring a child's height or weight. Those measurements may not predict how tall he/she will eventually be, but they do help people assess the current health of the child.
A wearable actually saves you time and isn't as laborious as you might think.
I use a Samsung Gear Fit with my Galaxy S6 and it's become a valuable piece of tech that has replaced all my real watches for daily wear. It started as just a gym, biking, hiking companion but you get spoiled fast by a small screen on your wrist.
If I get an iPhone 6S the Apple Watch will probably be a same day purchase for me.
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I'm sure since these numbers agree with you, you love them... 4.5M is your opinion... thats the argument. You're pulling a number out of thin air.
Until Apple says we sold "X", it is all a guess, no facts, yet since you agree with these numbers you somehow think they are more accurate?
{SNIP}
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I'm generally lazy, but I really needed an activity tracker to help motivate me. Now it's just a habit. I wake up and the first thing on my mind is to run 30 minutes on the treadmill. On top of that, I'm more conscious of what I eat and have made changes to my diet. Fitness has definitely been the selling point for me.
It's the same logic as having the food court at the mall.
Increasing the size of the pie is one thing that people don't consider.
I'd rather have 10% of a $1B Pie than 100% of a $100M Pie, and here's the reason:
I worked for a company that had 100% of the Tungsten CVD market (used in making chips), and the CEO was reported as saying, "if you can find a better W-CVD reactor out there, buy it". Three years later, I worked at the competitor, and that company was out of business.
A bit off topic, but when you're the only game in town, you get lazy and tend to forget that customers that have you as the only game in town, and you are ripe for a takedown. And those customers will tend to resent you.
For the record - my comment has nothing to do with a narrative around success or failure. I simply don't think the metric on markeshare means all that much currently. "Worse" for Apple is now they most likely have more to "lose" in regards to that marketshare than gain. Not that they WILL lose it... they very well might maintain, increase it. But there's more room for loss than gain.
That's pretty embarrassing to the other companies who've had smartwatches on the market for a while now. Wouldn't be surprised if Apple is taking 90% of the smartwatch's market profits as well.
Apple really messed up this time. How are they ever going to recover?
/s
The Apple Watch is really great for a 1.0 product. It could use some refinement—especially when it comes to app performance—but it's really nice how it is. I enjoy using it every day. It's not my favorite Apple device, it's not a must-have accessory, but it's really nice to have and looks attractive. I hardly use widgets now on my phone. It's especially handy for quickly checking the weather. It keeps me more aware of what's coming up next in my day. Most important of all it keeps me healthier and motivated to get up from my desk and move. One of my favorite third party apps tracks my water intake during the day. I used to get headaches from getting dehydrated in the summer and those have mostly gone away. I wish that the watch could detect when you've been too active and suggest a break. Sometimes I push myself too much when I'm outside. A thermometer in the next version would help prevent heat stroke and a blood pressure monitor would be even better.
/s
The Apple Watch is really great for a 1.0 product. It could use some refinement—especially when it comes to app performance—but it's really nice how it is. I enjoy using it every day. It's not my favorite Apple device, it's not a must-have accessory, but it's really nice to have and looks attractive. I hardly use widgets now on my phone. It's especially handy for quickly checking the weather. It keeps me more aware of what's coming up next in my day. Most important of all it keeps me healthier and motivated to get up from my desk and move. One of my favorite third party apps tracks my water intake during the day. I used to get headaches from getting dehydrated in the summer and those have mostly gone away. I wish that the watch could detect when you've been too active and suggest a break. Sometimes I push myself too much when I'm outside. A thermometer in the next version would help prevent heat stroke and a blood pressure monitor would be even better.
It sort of makes you wonder if the watch will suffer a similar fate as the iPad and people will hold onto older watches and keep using them instead of upgrading to the newest version like the iPhone.iPad sales are down because people still love their old iPads. The upgrade cycle is similar to PCs.
Apple really needs to find a way to get people to upgrade iPads and watches like they do iPhones. We are told on these forums that most Apple customers are in a higher socioeconomic class and have plenty of disposable income so if that's the case Apple needs to find a way to motivate the majority of their customers to keep updating to the newest models.