Ming-Chi Kuo: Global Apple Watch Pre-Orders Exceed 2.3 Million Units

Discussion in 'MacRumors.com News Discussion' started by MacRumors, Apr 15, 2015.

  1. MacRumors macrumors bot


    Apr 12, 2001

    KGI Securities analyst Ming-Chi Kuo, who has a respectable track record at reporting on Apple, has issued a new note to investors estimating that global pre-orders for Apple Watch has exceeded 2.3 million units. Previously, a study from Slice Intelligence estimated that there were 1 million Apple Watch pre-orders in the United States.

    Kuo notes that Apple plans to expand the supply chains for Apple Watch, with the Cupertino company targeting production of 2 - 3 million units per month. However, they estimate that the potential bottlenecks in production could be the vibrators that power haptic feedback from AAC and AMOLED displays supplied by LGD.

    The Apple Watch's vibrator technical problems come from being stuffed in a smaller form factor than an iPhone while needing a more accurate vibration frequency than the vibrator in an iPhone. Additionally, the AMOLED display needs both good color performance and a long life span.

    Kuo predicts that Apple could reach 2.5 million units produced in June if production bottlenecks are absent. He also isn't sure whether the Apple Watch will be a hit, estimating that less than one-tenth of iPhone owners have pre-ordered the Apple Watch, suggesting that hardcore Apple fans have made up the bulk of Watch pre-orders thus far.

    Apple has not yet provided official sales figures for the Apple Watch, so the exact number of pre-orders the Watch has received remains to be seen. The Apple Watch sold out online 6 hours after pre-orders were available, with many shipping dates slipping to June. When responding to a MacRumors reader who was concerned about the Apple Watch launch, Apple noted that deliveries could arrive sooner than expected.

    Article Link: Ming-Chi Kuo: Global Apple Watch Pre-Orders Exceed 2.3 Million Units
  2. GizmoDVD macrumors 68000

    Oct 11, 2008
    And yet people will still call it a failure.

    We get it. You don't like it. Grow up.
  3. syndalis macrumors regular

    Jan 23, 2008
    Has officially sold more units than pebble and all of android wear combined.

    Fastest selling new apple product ever.

    People still not sure if it is going to be a success

  4. Steviejobz macrumors 68000

    Jun 19, 2010
    2.3 million people going to be very annoyed with that thing buzzing on their wrist
  5. newdeal macrumors 68020

    Oct 21, 2009
    I really hope that they have some massive announcement of connected home integration for the watch/apple tv at WWDC.
  6. JCrz macrumors 6502

    Sep 12, 2014

    They really need to get all the members of U2 to wear this thing.
  7. Naimfan Suspended


    Jan 15, 2003
  8. Dub1ous macrumors regular


    Apr 13, 2015
    Wichita, KS
    Some people who hate U2 would probably proceed to act like it was just endorsed by Hitler and Satan and burn their watches. ;)
  9. flyingember macrumors member

    Feb 16, 2011
    There hasn't been an official announcement of sales yet.
  10. cocky jeremy macrumors 68040

    cocky jeremy

    Jul 12, 2008
    Columbus, OH
    I'd RATHER it be endorsed by Hitler and Satan. ;)
  11. OriginalMacRat macrumors 6502

    Mar 9, 2007
    Not by a long shot.

    Go look up initial sales of iPods and iPhones on release weekend.
  12. boshii macrumors 68040


    Jul 6, 2008
    Atlanta, GA
    If you read the story you would've seen that less than one-tenth of iPhone owners preordered the watch. I wouldn't call it a success yet.

    These numbers also don't account for the people who preordered multiple and will return some.
  13. Dwalls90 macrumors 601


    Feb 5, 2009
    That's really low production figures.

    If they estimate 2.3M+ were pre-ordered, and Apple would be lucky to produce 2.5M by June, that means there will be severe backlogs into at least the mid-late summer.
  14. Michael Scrip macrumors 603

    Mar 4, 2011
    Isn't that still better than 1/100th of Android users with Android Wear watches?

  15. GizmoDVD macrumors 68000

    Oct 11, 2008
    You expect everyone who owns an iPhone to get one? Really?

    Might as well call every video game every made a failure as well.

    Every DVD.

  16. 2457282 Suspended

    Dec 6, 2012
    I am waiting for timmy to give us the numbers. But all indications are that this Apple watch thing is a winner. I thought a few million a year would be awesome, but 2.5 a month is just mind blowing. Given that people are not going to replace their watch every year (well maybe not given, but in my world...) they will plateau fairly quick i suspect.
  17. nick727 macrumors member

    Aug 12, 2006
    Going to need more functionality before I buy one. I like the privacy of typing texts and ear phone calls. Other than that, it'd just be a watch with calendar reminders.
  18. HurtinMinorKey, Apr 15, 2015
    Last edited: Apr 16, 2015

    HurtinMinorKey macrumors 6502

    Jan 18, 2012
    This is a loyalist product. There is no reason to expect that it will be able to sustain that level of sales going forward.
  19. doelcm82 macrumors 68040


    Feb 11, 2012
    Florida, USA
    When the iPhone was a new product, it sold 270,000 on its first day.

    In 2002, Apple said it had only sold 600,000 total iPods, I think that includes all first and second generation iPods, so the first day sales could not have been anywhere near Apple Watch numbers.
  20. sshambles macrumors 6502a


    Oct 19, 2005
    Nice. And they don't even have my order yet! Coming later in the year, though I most likely won't have to wait for stocks by then. :apple:
  21. HenryDJP macrumors 603

    Nov 25, 2012
    United States
    Well, it certainly sounds like you're hoping that it does fail.
  22. boshii macrumors 68040


    Jul 6, 2008
    Atlanta, GA
    I never said 100% of iPhone owners need to buy a watch for it to be a success; but like the article says, one-tenth of iPhone users buying the watch means only the hardcore Apple fans have preordered. That doesn't make it a success.
  23. Tiltasauras macrumors member

    Feb 21, 2015
    Anything even near 10% of iPhone owners would be incredible. 5% would be very good...
  24. Gooberton macrumors 65816

    Jun 20, 2010
    New product not iPhone 3g 4 5 6
  25. GizmoDVD macrumors 68000

    Oct 11, 2008
    It infact does.

    Buying a $350+ accessory on top of owning an iPhone plus future App sales means it's a huge success.

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