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. 

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