Apple Watch sales Stories May 3, 2016

Business Insider report on the smartwatch market is forecasting that the Apple Watch will by 2020 account for around 40% of sales in the luxury watch market, which it defines as watches costing at least $350.

As evidence for this, it cites a consumer survey showing growing interest in the Apple Watch among owners of traditional watches, 27% of those who already wear a watch saying that the added functionality of Apple’s wearable appeals to them. The report also notes a trend away from simpler fitness bands toward full smartwatches …

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Apple Watch sales Stories April 11, 2016

A KGI investment note seen by 9to5Mac suggests that Apple Watch shipments will fall by more than 25% this year. The note estimates 2015 sales at 10.6M units, and predicts that full-year shipments this year will be below 7.5M units. The fall would be even more dramatic in real terms, as it would be comparing 12 months of sales in 2016 against 8 months of sales last year.

The company cites two reasons for the forecast. First, that the wearable device market is still a fledgling one, not yet mature in terms of behaviour. But KGI’s Ming-Chi Kuo also believes the Watch itself falls short …

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Apple Watch sales Stories January 26, 2016

A sketchy supply-chain report from Digitimes claims that the second-generation Apple Watch will enter mass production in the second quarter of this year. The report also repeats earlier claims that Apple Watch shipments have fallen below Apple’s own forecasts, stating that the company has decided against adding Foxconn as a second manufacturer for this reason.

Apple originally considered shifting some second-generation Apple Watch orders to Foxconn Electronics (Hon Hai Precision Industry), but decided to keep all the orders with Quanta as volumes will not be high, the sources noted.

Supply-chain rumors always need to be treated with a great deal of caution, and both Quanta and Foxconn unsurprisingly declined to comment. However, the 2nd-gen timing does tie-in with what our own sources tell us (coincidentally!). We expect Apple to update the Apple Watch in March with new band options rather than new hardware, with a full hardware refresh announced in September.

Apple has so far declined to provide sales figures for the Watch. Deep discounts have fueled speculation about lower-than-expected sales, but there has been no consensus on likely numbersAsymco’s Horace Dediu recently predicted that Apple will hit 21M sales in the first 12 months, amounting to around $8B in revenue.

There is a small possibility that strong holiday quarter sales may prompt Apple to share numbers for the first time later today, but we’re not holding our breath.

Apple Watch sales Stories December 17, 2015

Market intelligence firm IDC is forecasting that annual Apple Watch sales will increase from an estimated 13M units this year to 45.2M units in 2019, representing a compound annual growth rate of 36.5%.

The firm predicts that although Android Wear smartwatches will experience even stronger growth of 80.5%, Apple’s much stronger starting point will see it remain the market leader throughout the four year period. By 2019, IDC says, Apple will have a 51.1% market share, with Android Wear next at 38.8% and smaller platforms making up the difference.

The Apple Watch is described as “the measuring stick against which other smartwatches and platforms are compared,” and is said to have two key advantages over other platforms …

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Apple Watch sales Stories December 11, 2015

You have to smile at the idea of a conference devoted to discussing the ‘the business of Apple Watch‘ when there’s only one company which knows the real numbers, and that company isn’t telling. But that doesn’t, of course, stop people guessing.

Fortune‘s Philip Elmer-DeWitt helpfully rounded up some of the numbers presented at the Glance conference. Asymco’s Horace Dediu has projected that Apple will hit 21M sales in the first 12 months. Assuming the numbers skew heavily toward the Apple Sport, that gives the company somewhere around $8B in revenue – or more if they don’t. Creative Strategies’ Ben Bajarin believes sales will hit a staggering 100M by 2017.

Some estimated percentages were also presented …

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Apple Watch sales Stories December 4, 2015

The latest IDC data on the wearables market suggests that Apple Watch sales are enjoying modest growth, up from an estimated 3.6M units in Q2 to 3.9M in Q3. This growth is mainly due to Apple taking the Watch into new markets, it says, though September’s introduction of modest discounts along with  gold and rose gold Sport models is also likely to have helped.

However, while Apple has emerged as the undisputed market leader in smartwatches, Fitbit has retained the top slot in the overall wearables sector.

While there has been clear growth in the wearable market, there has been little sign of product cannibalization. Smart watches have drawn increased attention to the market from the likes of Apple, Motorola, Pebble, and Samsung, but this has not dampened interest in fitness trackers.

IDC reports that Apple holds an 18.6% market share in the wearables market as a whole, while Fitbit leads at 22.2% – and says that both fitness bands and smartwatches are enjoying sales growth.

There was less happy news for Samsung, however …  expand full story

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