So, Apple won’t tell us how many Watch units are sold each quarter, but estimates indicate millions, and some research says the failed device accounts for most of the smartwatch industry’s revenue and probably all of its profits, and then even Apple admits the only watch company that does better is Rolex.
I’m thinking maybe it’s time to call Watch a success and recognize that it won’t be the next iPhone– please remember; Watch is an accessory to the iPhone– but the future isn’t written yet, and the way things are going it’s possible if not probably that an iPhone may not be in your future because Watch is.
I want Watch to become my iPhone.
Steve Ranger says that’s not going to happen.
At roughly the same point in its life, the iPhone was generating about $1.2bn in revenue, before accelerating rapidly into the revenue machine it remains today. While it’s hard to say, Apple Watch revenues could actually be around the same level right now, and perhaps higher.
Only Apple knows, but there should be no doubt that Watch has topped $1.2-billion in revenue because Apple said revenue was almost as high as Rolex. Last year. And sales are higher now than ever. And Watch is better than ever.
Alright, so Watch is something of a success and getting better. Just like iPod. Just like iPhone. Just like iPad. No. Wait. Scratch that last one.
Here’s what has happened with Watch. It has repeated what took place with iPod, iPhone, and to a less extent iPad. From that we can extrapolate a future of successes. In the not too distant past, our computing needs were handled by Macs. The first Mac was a luggable; not portable. The first portable Mac was also a luggable, but by 1992 Apple got it right with the PowerBook line.
When the iPod arrived in 2001 we had the pleasure of offloading our music onto a truly portable device we could take anywhere. See where this is going? We still used Macs for everything else, but iPod became the music offload device, and later became about half of Apple’s growing profits.
Then the iPhone came along and we offloaded even more functions and work from the Mac to the mobile smartphone. Music followed, and iPod became a non-advertised Apple product from yesteryear. The iPhone continues to suck up functionality from the desktop and notebook computers; Mac and Windows. For a growing number of people, the iPhone is the only device they use these days.
See where this is going?
For a few years it looked as if the iPad might do the same but Apple allowed the device to languish in the never-never-land between iPhone and Mac. Don’t forget, though. Apple sells about twice as many iPads as Macs so it seems premature to call either one Walking Dead devices.
In short, with iPod, iPhone, and iPad, we’ve offloaded functions previously only handled by Mac or PC. Watch simply carries that new 21st century tradition onward and upward, and it’s not crazy to say that Watch will be standalone, come with more sensors, add more capability, and continue its practice of helping us keep our iPhones in our pockets.
I don’t see Watch replacing iPhone but I see the direction where this is going, so I say, bring it on. Let’s see more functionality show up in Watch. That’s the camera and that giant screen I’m not likely to give up my iPhone any time soon, but already it stays put– just like the Mac– and I bring it out for fewer functions than I did a couple of years ago.