IDC: Apple Dominated the Wearables Market Last Quarter on Popularity of Apple Watch, AirPods, and Beats

[I7guy]

Indeed. Then, of course, the fans will often not trust IDC data either. It all depends on what the next IDC report says.

While critics note how much the fans don’t trust IDC data in an attempt to obfuscate the real matter; which is Apple is killing it no matter how it is sliced.

 

[DNichter]

Latest quarterly reports show that iPhone is 61% of Apple's revenue while wearables + home is only 11%.

I kind of doubt wearables + home will keep growing. My Apple Watch is nice and fine, but I kind of doubt I'll ever replace it. My wife pretty much never wears hers. If Apple Watch were a compelling product that felt like it was worth replacing regularly, sure. But I think it's more likely that it already peaked. The category is growing because of the AirPods, not the Apple Watch, and I expect that will peak fairly soon, too.

Services being as large as it is is surprising. How on earth is Apple making $13B/quarter on that? Maybe 1 in 10 people in the world own an Apple product... so that's 700M owners. They're spending an average of $20/quarter on Apple's services? What? Is that the $5/month that Apple charges for cloud backups? That seems like an absolutely insane take-rate...

But then Apple would have nowhere to grow with that, if the take-rate is already so high...

Yes, iPhone isn't going anywhere, but they did have to pivot to other areas. Apple Watch and AirPods are really just the beginning in my eyes. It certainly won't be for everyone like you describe, but the potential is there and the growth opportunity is there. Services does continue to surprise me, but I have been very happy with all of the Apple services I use.

 

[44267547]

Interesting to see how far down ‘Fitbit’ is. Let’s rewind the clock five years ago, Fitbit was thee wearable to have. And you can see how the Apple Watch has grown exponentially and pushed Fitbit almost to the bottom. Personally I think because the Apple Watch has such a seamless integration with the iPhone, it’s the natural choice how well it communicate.

The one thing Fitbit does offer, if you just want something extremely basic in terms of steps/heart rate, without all the other technology, it’s still a solid device in that respect. (And for those who didn’t know, Google acquired Fitbit within the last year.)

 

[CarlJ]

I guess if we can re-label headphones and ear buds as "wearables" then...

They started the transition away from being "just eaphones" when they got tiny computers in them. And unlike many of the competitors, Apple is more likely to take advantage of that computing power to have it do interesting things with their other devices. Still, it's a fuzzy dividing line.

 

[DeepIn2U]

idk it Cook deserves as much credit as is being owed here. Apple should be given credit for making the watch as high grade as they have. Most other smart watches were gimmicks or tech bands that you’d never be caught dead with in a setting where fashion it discretion was a consideration. The Apple Watch has become a valid addition to a line of fashion accessories and even somewhat conservative time pieces. For this accomplishment the collective team of industrial designers and iOS engineers deserve credit.

then you’ve obviously never seen Sony’s original Smart Watches then (13-yrs ago). Dual mode analog/digital (1-line) display with leather and metal bands. Do you really think Apple was first in this segment?

Web search Sony Ericsson MBW-150

 

[nylonsteel]

cool to see aapl grow in wearables
form novelty to area of valid tech growth