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Apple Watch Sets New Record With Estimated 11.8 Million Shipments Last Quarter

I would like to see Apple creating a real ''pro'' version of the watch that offer same functionnality AND accuracy as garmin/polar/suunto.

-Accurate GPS
-Support for accessories
-All the running features from Garmin (pacing, recovery, ...)
-Maybe innovate by adding glucose/sweet monitoring.

I would happily ditch my Garmin (which is the best watch i've ever own) since it's a perfect runner watch but really lack when it come to smartphone integration.
 
How can ONLY 12M units per Qtr be considered good ?

I don't get it !

Why is Apple NOT selling 5x more per Qtr ?

Is it simply priced too high ?

Or, is there really NO market there ?
 
nikaru said:
I have Series 2 and personally I really cant see any functionality or improvment that justifies paying 399$ for a brand new Series 6. Yeah, bigger screen, faster CPU, two additional health sensors but the bottom line is that I want a full week of battery life under very casual use, just checking notifications and recording health data day and night.
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There are smartwatches out there that will do what you want, but the AW is not likely to be one of them for the foreseeable future.

MrBrault said:
I would like to see Apple creating a real ''pro'' version of the watch that offer same functionnality AND accuracy as garmin/polar/suunto.

-Accurate GPS
-Support for accessories
-All the running features from Garmin (pacing, recovery, ...)
-Maybe innovate by adding glucose/sweet monitoring.

I would happily ditch my Garmin (which is the best watch i've ever own) since it's a perfect runner watch but really lack when it come to smartphone integration.
Click to expand...
I would like that too, as a former garmin user, but I don't see it happening. Apple has pretty clearly indicated over the last few years that their vision for the AW is as a health and fitness device for the masses, with the ability to track runs and other workouts, rather than a dedicated running watch. Early on, it was unclear how Apple saw the AW, or if they even knew what their vision for it was, but over the last few years, they've made it pretty clear.
 
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Been using the Apple watch since the very first one and I've upgraded on every release, gen 0 was horrifically slow for everything but it had to start somewhere. 2nd gen was one hell of a speed increase over that one.

Great to see the watch become much more independant over the years, but the one thing that annoys me is why can't I play audio over the watch speaker without headphones attached on every app, the watch has certainly been capable of it since the first one but the artificial block is bloody annoying as it's a decent speaker for listening to audio clips.
 
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QCassidy352 said:
There are smartwatches out there that will do what you want, but the AW is not likely to be one of them for the foreseeable future.


I would like that too, as a former garmin user, but I don't see it happening. Apple has pretty clearly indicated over the last few years that their vision for the AW is as a health and fitness device for the masses, with the ability to track runs and other workouts, rather than a dedicated running watch. Early on, it was unclear how Apple saw the AW, or if they even knew what their vision for it was, but over the last few years, they've made it pretty clear.
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Exactly this. Apple’s focus isn’t the elite athletes amongst us. They want to provide regular people with day that is USEFUL to improving their health. You can see this in their “lacking” sleep tracking approach as well. Knowing the precise number of REM cycles is far and away too much information for their target audience of “hey dummy, you’re tired because you’re only sleeping 6 hours a night...try to work on that”.

Tech people always want more granular data to analyze, but we often forget that this company doesn’t operate like that. They focus on bringing the best experience for your average person, and sometimes that means not doing information overload.
 
The lower-end watches are great; I've outfitted my kids with them, and amazingly enough it keeps the whole family motivated when it comes to exercise/activity.
 
This estimate is completely wrong. Wearables/Acc/Home grew only 20% for that QTR as reported by Apple. You cannot have Watch sales that high and back into the reported numbers

How do these people have jobs?
 
I was all set to purchase series 6 to replace my series 4. But, until Apple fixes iOS 14.2 to where I can use my contacts without freezing up, I will hold off. Ever since iOS 14 hit the streets, it's pretty much made my iPhone work more like a flip phone from the 90s. OK, I believe the glass is half-full so I have saved quite a bit of money by not buying new gear :)
 
NT1440 said:
Tech people always want more granular data to analyze, but we often forget that this company doesn’t operate like that. They focus on bringing the best experience for your average person, and sometimes that means not doing information overload.
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Yup. Unless I’m missing something, the Mac Pro and Pro Display XDR are the only products Apple makes that cater to a very small speciality audience. Everything else - from watches to phones to computers to headphones - is designed to be good enough for almost everyone almost all the time... and if you fall into a specialty niche, Apple is ok losing your business to a specialty company.
 
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So, is AppleWatch finally considered a successful product from Apple? I know at one point, it was said to be a failure by a number of analysts. It was said Apple simply wasn't selling enough units. I figured it would be considered a failure as long as AppleWatch unit sales didn't equal iPhone unit sales. That would be almost impossible for Apple to sell that many AppleWatches. It seems everything Apple sells is compared to the iPhone in terms of sales numbers by analysts and pundits. It just seems a bit unfair. Most companies usually have only one outstanding product but Apple is expected to have many outstanding products all pulling in close to iPhone revenue numbers. A company should improve growth in any way it can by diversifying its products. Those products or services likely can't all be equal in terms of revenue. At least that's how I see it. Maybe I'm wrong.
 
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mlody said:
I am happily using my S4 SS, while the wife is using SS S6 and my older daughter is still using my old SS S2. We are very happy with Apple Watch and suckers for stainless steel - once you go stainless steel, you cant go back :) We tend to skip few generations to offset the costs of SS - works just fine for us.
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Completely with you. Still running my S4 SS and it’s still bang on amazing. Speedy and great battery life. Will never get an alu version so will just update it a bit fewer times than I might have done with sports models
 
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mlody said:
I am happily using my S4 SS, while the wife is using SS S6 and my older daughter is still using my old SS S2. We are very happy with Apple Watch and suckers for stainless steel - once you go stainless steel, you cant go back :) We tend to skip few generations to offset the costs of SS - works just fine for us.
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funny enough i went back to alumn for the S6 cause i like the gold alumn casing more than SS. but the screen protection on SS is 10/10
 
Red Oak said:
This estimate is completely wrong. Wearables/Acc/Home grew only 20% for that QTR as reported by Apple. You cannot have Watch sales that high and back into the reported numbers

How do these people have jobs?
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I don't automatically take leaks and estimates as gospel, but your math is probably off.

Apple said their wearables/home/accessories revenue was nearly $8B in 3Q20. If you assume an ASP for watches at say $500, and multiply that with this estimate of 11.8MM units, that's less than $6B, leaving about $2B for the other products, all of which have lower ASPs - sometimes drastically so.

I don't see what's so incredulous about this estimate, unless you're referring to other data/estimates you haven't mentioned.
 
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SuperCachetes said:
I don't automatically take leaks and estimates as gospel, but your math is probably off.

Apple said their wearables/home/accessories revenue was nearly $8B in 3Q20. If you assume an ASP for watches at say $500, and multiply that with this estimate of 11.8MM units, that's less than $6B, leaving about $2B for the other products, all of which have lower ASPs - sometimes drastically so.

I don't see what's so incredulous about this estimate, unless you're referring to other data/estimates you haven't mentioned.
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The ASP is probably lower, more like $250-$350. The SE is only $279, 3 is $199
 
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Only 12 million watches! How is Apple supposed to dominate over the Swiss wrist jewelry^H^H^H^H watch industry with that tiny amount of sales. 🙃
 
Red Oak said:
This estimate is completely wrong. Wearables/Acc/Home grew only 20% for that QTR as reported by Apple. You cannot have Watch sales that high and back into the reported numbers

How do these people have jobs?
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Because there's virtually no way to prove them wrong (or right) unless you are Apple. Why people pay for IDC (or Gartner) subscriptions is beyond me.
 
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It has reached the phase when the previous watch owners feel like getting new ones, as the ones who bought the 3 , 3 years ago?
 
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