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Above Avalon: The Elephant in the Smartwatch Room

by Volker Weber

The writing is on the wall. There isn't a smartwatch industry. Instead, there's only an Apple Watch industry.

Great reading.

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[Thanks, David]

Comments

Definitely.
There's a fitness tracker industry and an Apple Watch industry. They are presently running in parallel and looking enviously at each other.
Apple is looking at the large number of fitness trackers sold, and the fitness tracker folks (fitbit, garmin) are looking at the sweet Apple margin & price point.

Craig Wiseman, 2016-12-15

also, that chart doesn't look like Fitbit's sales have hit a "brick wall"....

Craig Wiseman, 2016-12-15

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