Wearables as a Platform, New 2017 and 2018 Apple Watch Sales Estimates, Deep Dive into 4Q16 Wearables Market

Today's Above Avalon email includes the following stories: 

  • Wearables as a Platform
  • New 2017 and 2018 Apple Watch Sales Estimates
  • Deep Dive into 4Q16 Wearables Market

We begin today's email by continuing the discussion kicked off in my article, "The New Leader in Wearables." Specifically, we go over a few examples of how Apple's wearables products demonstrate wearables are becoming a platform play. We then discuss my revised Apple Watch unit sales estimates for FY2017 and FY2018. I altered my methodology to better reflect recent market trends. We then discuss how Apple Watch unit sales growth should be viewed with iPhone and iPad sales growth serving as the backdrop. The email concludes with an overall view of the 4Q16 wearables market. We go over my additional thoughts and observations on 4Q16 wearables sales trends, including Apple's smartwatch market share. 

These stories are available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on membership, click here

 
 
 
 
Previous
Previous

Apple and Hockey Stick Growth, Apple Watch and Hockey Stick Growth Potential, Apple Losing in Classrooms 

Next
Next

A $1,000 OLED iPhone, USB-C and iPhone, Thursday Q&A