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Apple's iWatch and Apple TV initiatives could drive an additional $80 billion in yearly revenue

post #1 of 46
Thread Starter 
Arguing that the current discount on Apple shares factor in a significant deceleration in revenue and earnings growth that is unjustified in light of medium and long-term growth drivers, Morgan Stanley on Tuesday issued a fairly bullish report estimating that company could generate more than $80 billion in incremental revenue though global penetration of its rumored iWatch and Apple TV initiatives.

iWatch concept
Artist's rendition of a curved glass iOS-based watch | Source: Yrving Torrealba


Employing her firm's "What's in the Price" analyzer, analyst Katy Huberty advised clients that the market is currently pricing -4% long-term earnings per share (EPS) growth in the stock despite the company achieving 14% revenue growth in the markets it serves.

"In other words, investors expect significant share losses and/or margin contraction," she said. "In addition to iPhone market expansion through new products and carrier partners, Apple?s entry into new markets can help shift investor perception of long-term growth."

In particular, Huberty's analysis of the market potential for the recently rumored Apple iWatch product -- which she admits no direct knowledge of -- found that it could drive an incremental $10 to $15 billion in revenue, or $2.50 to $4.00 in EPS, each year. The estimate assumes a 20% attach rate to the roughly half a billion active iTunes users and sell-through of 50 million units yearly at and an average selling price between $200 and $300.

Those figures would double or triple should Apple see attach rates -- the percentage of current iTunes users who would purchase or "attach" an iWatch to their Apple ecosystem -- jump to 40% and 60%, respectively. Huberty's estimates also assume an average lifespan or consumer update cycle of 2-years for each iWatch sold.

Meanwhile, it's estimated Apple could tack on another $17 billion in annual revenue, or $4.50 in EPS, from a U.S.-based rollout of a smart TV project. The estimates, based on an average selling price of $1,300 for the TV and 10% penetration of iTunes account holders, swell to $68 billion and $18.00 in EPS for a full-blown global roll-out.

Morgan Stanley Data

"Importantly, iTV and iWatch present new services opportunities that can differentiate Apple's broader product portfolio, improving investor sentiment around Apple?s ability to maintain market share," Huberty said. "Possibilities include, mobile payments service linked to iTunes / iWatch and video search and multi-screen viewing with iTV."

Her base case scenario for Apple shares implies a $630 price target based on 14 times calendar year 2013 EPS of $45 on 13% revenue growth from 152 million iPhone and 95 million iPad shipments as distribution expands in these faster growth markets. It also assumes gross margin will remain flat at 39% and takes into account adjustments for the company's $137 billion cash balance.

Morgan Stanley Data

Should Apple see revenue grow by 37% in 2013 and gross margins jump to 44.4% on the back of 210 million iPhone and 120 million iPad shipments with higher selling prices, Huberty's price target would soar to $980 a share. Her bear case scenario of $400 per share would only apply if Apple started bleeding market share to Samsung and Microsoft, while being forced to introduce extremely low-priced devices for emerging markets.

In terms of near-term catalysts, Huberty believes shares will benefit from new iPhone products, including a lower-price model for emerging markets in the summer of 2012, an iPad refresh around the same time, larger dividend payments to investors, and new carrier partnerships with NTT Docomo, T-Mobile, and China Mobile during the second half of the year or early 2014.

The analyst maintained her Overweight rating on shares of the iPhone maker alongside her $630 price target.
post #2 of 46

Well Street, please shut up.

post #3 of 46

We are seriously talking about an iWatch?  that has got to be the dumbest idea and/or rumor i've heard in a while.  Probably since the iPhone mini/nano.  I see absolutely no purpose for such a device.  If you carry an iPhone...how freakin' lazy can you be to have to check a watch instead of pulling your phone out of your pocket?

post #4 of 46
Quote:
Originally Posted by Rogifan View Post

Well Street, please shut up.

typical Wall Street bullying...trying to step into Apple business and tell them what to do...or else they'll put the smack-down on their stock.

 

please let apple go back to a privately owned company.  Leave the ideas to the designers and the people who built the company...not some idiots that can't see past a projection graph.

post #5 of 46
Quote:
Originally Posted by antkm1 View Post

We are seriously talking about an iWatch?  that has got to be the dumbest idea and/or rumor i've heard in a while.  Probably since the iPhone mini/nano.  I see absolutely no purpose for such a device.  If you carry an iPhone...how freakin' lazy can you be to have to check a watch instead of pulling your phone out of your pocket?
You must not have any concept of what it's like to work for a living. In many workplaces it is frowned upon to use your phone on company time. Some even forbid you to have it on your person.
post #6 of 46
Two rumours could increase revenue by a made up amount. Genius¡

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post #7 of 46
Quote:
Originally Posted by antkm1 View Post

...how freakin' lazy can you be to have to check a watch instead of pulling your phone out of your pocket?

I guess that you've never attended an event when everyone was asked to turn off their cell phones.

post #8 of 46
Quote:
Originally Posted by antkm1 View Post

We are seriously talking about an iWatch?  that has got to be the dumbest idea and/or rumor i've heard in a while.  Probably since the iPhone mini/nano.  I see absolutely no purpose for such a device.  If you carry an iPhone...how freakin' lazy can you be to have to check a watch instead of pulling your phone out of your pocket?

Lots of reasons:

1. It's easier to glance at your wrist than to pull your phone out.

2. Many companies have policies against phone use. Even if there's no policy, pulling your phone out during a meeting is a faux pas.

3. Phones off during takeoff and landing - and most people leave them off for the full flight.

4. Most of the rumored phones do more than show the time. They show weather, etc. In order to see that on your phone, you have to do more than just glance at the phone.

As always, if you don't like the idea, don't buy one. But please don't pretend that yours is the only possible position and that no one has the right to have different wants than you.
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post #9 of 46
Quote:
Originally Posted by Rogifan View Post

Well Street, please shut up.

Amen to that!
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post #10 of 46
Projections seem wildly optimistic. 20% take up? $200-$300?
post #11 of 46
Quote:
Originally Posted by SolipsismX View Post

Two rumours could increase revenue by a made up amount. Genius¡

 

Two rumors and an AI story makes it an absolute metaphysical certitude. Time for Tim Cook to don his money cape and save the world!

post #12 of 46
Quote:
Originally Posted by SolipsismX View Post

Two rumours could increase revenue by a made up amount. Genius¡


Let me get this straight:

 

1. Apple sells a gazillion iPhones and iPads and gets downgraded

 

2. Rumors come out about an iWatch and an Apple TV and Apple gets upgraded

na na na na na...
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na na na na na...
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post #13 of 46
I have an iPhone. It's always less than a meter from me. It's my alarm clock and my iPod and my Mail.app, only mobile.

I feel seriously stressed when I don't have my watch to check the time. It's a cheap Fossil watch (less than 200$) in steel and glass, nothing fancy. It is designed for me to know time, and it does just that.

Anyone who can't understand why other people would want a watch just don't understand that they are not the only people on Earth.

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Social Capitalist, dreamer and wise enough to know I'm never going to grow up anyway... so not trying anymore.

 

http://m.ign.com/articles/2014/07/16/7-high-school-girls-are-kickstarting-their-awa...

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post #14 of 46

Can't say I'd want an iWatch.  At first I thought the Pebble was cool and then I realized, it's just not for me.  But to some of the points above, my company doesn't care if my iPhone sits on my desk all day or even how much I use it, for that matter.

 

I already have an Apple TV.  Give me unbundled channels, I don't need an Apple screen necessarily.

post #15 of 46

For those who are arguing the usefulness of a watch, go walk around and see how many kids wear watches today, Grant it, I do not get since I rather wear a watch than pulling my phone out of my pocket and watches can be a fashion statement as well and part of your look. However, those of us who see watch like I do are dinosaurs as my kids kindly point out. There is nothing you can do to get most kids to wear a watch.

 

Face it, everything Apple as done in the last 10 yrs was driven by the 20somethings and then everyone else followed. If those groups are not looking for a watch I am not sure it would be a success. But then again we know Apple has it way of distorting thing.

post #16 of 46
All this is non-sense. As soon as you get smart watches those same companies will stop you from looking at your wrist watch because you could be doing personal stuff on company time. It will make no difference same story/reasons different device. I stopped buying wrist watches when I got my first cell-phone and I'm not buying one again. $200-300 wasted on such device.
post #17 of 46
Quote:
Originally Posted by jragosta View Post


Lots of reasons:

1. It's easier to glance at your wrist than to pull your phone out.

2. Many companies have policies against phone use. Even if there's no policy, pulling your phone out during a meeting is a faux pas.

3. Phones off during takeoff and landing - and most people leave them off for the full flight.

4. Most of the rumored phones do more than show the time. They show weather, etc. In order to see that on your phone, you have to do more than just glance at the phone.

As always, if you don't like the idea, don't buy one. But please don't pretend that yours is the only possible position and that no one has the right to have different wants than you.

i agree with your reasons.... I am in meetings most of the day. It is not good corp etiquette to pull out your phone to check what time it is ...it send the wrong message to the presenters and VIPs in the meeting room. I looked around me today in my meeting and about half the people in the room had a watch on.

But having said that I do not wear one myself. I would not buy an Apple watch...but I do agree there would be a market for one. Plus leave it up to Apple to maybe inovate and add a little exta to make it appeal to the masses....

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post #18 of 46
Analysts are always talking about some new product being the driving force behind Apple and some nonsense about changing investor's perceptions. This is only rumored stuff and Apple is going nowhere. Most shareholders should consider themselves lucky if the stock is able to maintain its present levels. The toxicity is high in this stock. Volatility makes this stock worth either $400 or $700 with a bias towards the low side. We're not talking Google or Amazon. This is Apple and they'll have to add tens of billions of dollars in revenue just to move the stock up $50. Who wants to invest in an anvil stock like that? Almost no one. An iWatch would add maybe 2% to Apple's revenue. Forget it. It's nothing but a waste of time. Apple better come up with some device that can't possibly be duplicated by any other company in the world.
post #19 of 46
Quote:
Originally Posted by island hermit View Post


Let me get this straight:

 

1. Apple sells a gazillion iPhones and iPads and gets downgraded

 

2. Rumors come out about an iWatch and an Apple TV and Apple gets upgraded

yep....new revenure streams to make profit from.....

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post #20 of 46
Quote:
Originally Posted by geekdad View Post

yep....new revenure streams to make profit from.....


That don't exist and may never exist.

 

Apple should just keep the rumors coming... hell the stock would be over $1000 in no time.

na na na na na...
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na na na na na...
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post #21 of 46
Quote:
Originally Posted by Maestro64 View Post

For those who are arguing the usefulness of a watch, go walk around and see how many kids wear watches today, Grant it, I do not get since I rather wear a watch than pulling my phone out of my pocket and watches can be a fashion statement as well and part of your look. However, those of us who see watch like I do are dinosaurs as my kids kindly point out. There is nothing you can do to get most kids to wear a watch.

Face it, everything Apple as done in the last 10 yrs was driven by the 20somethings and then everyone else followed. If those groups are not looking for a watch I am not sure it would be a success. But then again we know Apple has it way of distorting thing.
I'm 29. I never wore a watch because I had a cell phone in High school. I wear a watch daily now. Kids mature into adults, and if you dress for success (which you should- regardless of your business)- then you wear a watch. There is a huge connection between dressing successful and being successful in the workplace.

My dad would always ask me why I never wore a watch, and I always told him "why? I have a phone." But in addition to never wearing a watch, I also never wore a jacket- regardless of the temperature. And id wear flip flops in November. Bottom line- kids are idiots. Hah

An apple watch will be pretty genius and extremely functional and useful- but also likely only worn by nerds. Calculator watches were very practical, but umm... Who wore them? I think it's a bad idea.

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post #22 of 46
Quote:
Originally Posted by Andysol View Post

I'm 29. I never wore a watch because I had a cell phone in High school. I wear a watch daily now. Kids mature into adults, and if you dress for success (which you should- regardless of your business)- then you wear a watch. There is a huge connection between dressing successful and being successful in the workplace.

In addition to never wearing a watch, I also never wore a jacket- regardless of the temperature. And id wear flip flops in November. Bottom line- kids are idiots. Hah

You have to wear a watch to "dress for success"? You equate wearing a watch with flip-flops in November. I can't agree with any of that. At this point a simple time piece is redundant. If Apple, or someone else, can make it more useful, then I'll consider it.

As for flip-flops in November, that depends on many factors. Flip-flops any time of the year at a professional job is not appropriate. Flip-flops in a tropical climate for casual wear, especially to the beach, are good year round. If you are in the Southern hemisphere then November will put you in the Summer where flip-flops are again apropos. I only wear flip-flops in the gym shower and 'at' the beach, meaning when I get to the beach. I find them to be less adequate as standard footwear as they offer less utility than standard shoes, which is the same way I feel about the utility of a typical watch compared to a smartphone or the dozens of clocks I seem to always have around me.

PS: I agree kids are idiots but I'd also say adults are idiots, too. Every time I look back on my own life I wonder what the hell I was thinking. I suspect this will occur indefinitely.
Edited by SolipsismX - 2/12/13 at 7:37am

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post #23 of 46
Quote:
Originally Posted by island hermit View Post


That don't exist and may never exist.

 

Apple should just keep the rumors coming... hell the stock would be over $1000 in no time.

yep you are correct...it's called stock manipulation.....

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post #24 of 46
Quote:
Originally Posted by island hermit View Post


Let me get this straight:

1. Apple sells a gazillion iPhones and iPads and gets downgraded

2. Rumors come out about an iWatch and an Apple TV and Apple gets upgraded

Additional $80 billion per year, so thats roughly $20 billion more revenue per quarter...$25 billion more profit each year.

With the expanded product like and increased revenue, I predict the stock will dive to about $250.
post #25 of 46

I just hope that media will stop all the speculations of the forthcoming products. The problem is that the market takes such rumors and tries to pump up the stocks and then when things doesn't happen as the fictional stories they hammer the stock away. 

 

BTW, I am really happy with the tone Tim Cook is having at the Goldman Sachs investor conference. I am glad he is telling all the analyst and investors to keep their advise to themselves.

post #26 of 46
Quote:
Originally Posted by radster360 View Post

I just hope that media will stop all the speculations of the forthcoming products. The problem is that the market takes such rumors and tries to pump up the stocks and then when things doesn't happen as the fictional stories they hammer the stock away. 

BTW, I am really happy with the tone Tim Cook is having at the Goldman Sachs investor conference. I am glad he is telling all the analyst and investors to keep their advise to themselves.

So long as Apple has all the mindshare then it won't stop. If and when Apple does come out with something revolutionary they stock will jump but then quickly they'll complain once that high wears off. Even during the dark years Apple still had a light on them but after Jobs took over and Mac line changed the focused increased. Once the iPod had taken off on Windows they had a dominate mindshare. Then the iPhone came along and something odd happened; going a half decade between a major new product category release was viewed as disappointing with comments that Apple lost it. Even with the iPad making the 2 decade old tablet market successful for the first time the media still had plenty of negative things to say about Apple. Now they're on board with the iPad but expect something else from Apple… at least until today. As of today Morgan Stanley is talking about 2 initiatives at once.

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"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

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"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

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post #27 of 46

OMFG! A rumored watch and a rumored tv will produce 80 billion a year in additional revenue. Who the fu** is smoking that crack.

The average person doesn't buy a watch ,let alone a tv, every 6 months the way they do cell phones. Give me a break.

But the suckers will bite, the stock will sky rocket and then in a few days the rumors will be squashed, the stock will fall and the suckers will lose millions of dollars.

Business as usual, huh, on Wall Street.

post #28 of 46

If Apple approaches the iWatch or whatever they call it not just as a technology product but also as a fashion item, they are going to make tons of money out of this.  This can be the product, because of the price range it will fall in, that will give them market penetration in emerging markets far beyond anything they've ever had.  The business model they need to look at, and I'm sure they are, is Swatch.  Not that they should just make a dumb copy of the business model, but they should take inspiration from it.

post #29 of 46
Quote:
Originally Posted by maccherry View Post

OMFG! A rumored watch and a rumored tv will produce 80 billion a year in additional revenue. Who the fu** is smoking that crack.
The average person doesn't buy a watch ,let alone a tv, every 6 months the way they do cell phones. Give me a break.
But the suckers will bite, the stock will sky rocket and then in a few days the rumors will be squashed, the stock will fall and the suckers will lose millions of dollars.
Business as usual, huh, on Wall Street.

1) The average person didn't buy a smartphone or tablet before the iPhone and iPad came along.

2) If you are going to make stuff up you might as well go big or go home, as the saying goes. 1biggrin.gif

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post #30 of 46
Quote:
Originally Posted by lightknight View Post

I have an iPhone. It's always less than a meter from me. It's my alarm clock and my iPod and my Mail.app, only mobile.

I feel seriously stressed when I don't have my watch to check the time. ...

 

Ah, the perils of being a type A.

post #31 of 46
Quote:
Originally Posted by SolipsismX View Post

You have to wear a watch to "dress for success"? You equate wearing a watch with flip-flops in November. I can't agree with any of that. At this point a simple time piece is redundant. If Apple, or someone else, can make it more useful, then I'll consider it.

As for flip-flops in November, that depends on many factors. Flip-flops any time of the year at a professional job is not appropriate. Flip-flops in a tropical climate for casual wear, especially to the beach, are good year round. If you are in the Southern hemisphere then November will put you in the Summer where flip-flops are again apropos. I only wear flip-flops in the gym shower and 'at' the beach, meaning when I get to the beach. I find them to be less adequate as standard footwear as they offer less utility than standard shoes, which is the same way I feel about the utility of a typical watch compared to a smartphone or the dozens of clocks I seem to always have around me.

I think he was using flip-flops in November as an example of how teenagers don't always make the best decisions. He wasn't equating it to wearing a wristwatch.
post #32 of 46

Huberty or Morgan Stanley is frelling insane! $80b/yr?

 

With an ASP of $1000 for a new device, Apple would have to sell 80,000,000 of them a year. That's 80 million devices per year at $1000 ASP, or 20 million a quarter at $1000. It'll get worse as a prospective Apple watch is probably going to be on the order of $200 to $300 (assuming it is an iOS device, not an iOS device accessory). They'll have to sell 50m watches at $200 just to get $10b revenue. Then, 10m TVs at $1000 to get the other $10b per quarter. Insane.

 

Really, how many TVs at $1000 ASP can Apple sell per quarter? And how many watches at $200 ASP can Apple sell per quarter? 

post #33 of 46
Quote:
Originally Posted by THT View Post

Really, how many TVs at $1000 ASP can Apple sell per quarter? And how many watches at $200 ASP can Apple sell per quarter? 

If their history of new product launches holds the answer would be: all of them. 1biggrin.gif

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post #34 of 46

This is one Apple device I will probably not buy. I gave up wearing wrist watches a long time ago. The last watch I wore was a swiss chronometer style watch which was rather heavy.

 

1. I rarely need to know what time it is as I don't have a set schedule, besides there are clocks all over the place.

2. I don't like having a bulky object around my wrist as it interferes with typing, especially on a MBP.

3. I have become very anti-fashion, anti-jewelery as I get older.

4. If I really do need to be somewhere promptly, I set an event on my iPhone.

 

As for the rest of the Apple fans, I am glad you will buy it. I'm sure you will enjoy it.

 

I can't wait to see the Samsung fanboy ads mocking the iWatch.

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post #35 of 46

I'm so sick of these reports and articles. As if Apple desperately needs new revenue. If these things only drive an additional $78BN in revenue, will the stock drop? Such random numbers pulled out of people's asses. 

post #36 of 46
Originally Posted by Slurpy View Post
If these things only drive an additional $78BN in revenue, will the stock drop? Such random numbers pulled out of people's asses. 

 

The stock is now destined… DESTINED to drop, simply because Apple is doing neither of these things and therefore will not be receiving the $80 billion in revenue that Wall Street now DEMANDS and EXPECTS from them. 

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post #37 of 46
Quote:
Originally Posted by SolipsismX View Post


You have to wear a watch to "dress for success"? You equate wearing a watch with flip-flops in November. I can't agree with any of that. At this point a simple time piece is redundant. If Apple, or someone else, can make it more useful, then I'll consider it.

As for flip-flops in November, that depends on many factors. Flip-flops any time of the year at a professional job is not appropriate. Flip-flops in a tropical climate for casual wear, especially to the beach, are good year round. If you are in the Southern hemisphere then November will put you in the Summer where flip-flops are again apropos. I only wear flip-flops in the gym shower and 'at' the beach, meaning when I get to the beach. I find them to be less adequate as standard footwear as they offer less utility than standard shoes, which is the same way I feel about the utility of a typical watch compared to a smartphone or the dozens of clocks I seem to always have around me.

PS: I agree kids are idiots but I'd also say adults are idiots, too. Every time I look back on my own life I wonder what the hell I was thinking. I suspect this will occur indefinitely.

Solip- I was equating doing things as a kid that you don't do as an adult- like Chad said.  My point was- if a high schooler doesn't wear a watch now, it doesn't mean he won't later.  Just like how I would wear flip flops when it was freezing outside, or no jacket.  I work with youth at my church- shorts in December is commonplace.  Once you grow up, you realize that's not too smart.  Some know already, some learn it earlier than others (and some never do)- but most learn it eventually.  

Not sure how you thought I said to wear flip flops to work?

 

As for the watch- I was suggesting that none of my friends- in fact, maybe a few dozen kids in my school of 3000 wore a watch because we all had cell phones.  I would venture to say most 30 year olds (which are those kid's ages now) who are in a professional realm (or not)- wear watches.  It's a fashion statement, as well as a function.  It doesn't always have to be functional to be fashionable.  Earrings, Necklaces, bracelets.  They all serve a purpose even though they're useless.

 

But I can't stress enough how much it would not be fashionable.  Women wouldn't wear it for sure.  It's like a bluetooth headset.  Ya- it's super functional, but you look like a tool with it in.  Same thing with a smart watch- it is brilliant and would be super functional.  But it's as sexy as a calculator watch (which was also functional).  It will hurt Apple's image regardless of how brilliant the device itself is.

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post #38 of 46
Quote:
Originally Posted by jragosta View Post

2. Many companies have policies against phone use. Even if there's no policy, pulling your phone out during a meeting is a faux pas.

Even looking at your wrist watch during a meeting can be considered rude as it conveys that you are disinterested in what is being discussed.

 

I usually take my iPad to meetings and it has the time displayed. iPads are perfectly acceptable to bring to meetings, at least in our company.

Life is too short to drink bad coffee.

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Life is too short to drink bad coffee.

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post #39 of 46
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Originally Posted by Andysol View Post

Solip- I was equating doing things as a kid that you don't do as an adult- like Chad said.  My point was- if a high schooler doesn't wear a watch now, it doesn't mean he won't later.  Just like how I would wear flip flops when it was freezing outside, or no jacket.  I work with youth at my church- shorts in December is commonplace.  Once you grow up, you realize that's not too smart.  Some know already, some learn it earlier than others (and some never do)- but most learn it eventually.  
Not sure how you thought I said to wear flip flops to work?

Yeah, I didn't pick up on the segue until Chad pointed it out.
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As for the watch- I was suggesting that none of my friends- in fact, maybe a few dozen kids in my school of 3000 wore a watch because we all had cell phones.  I would venture to say most 30 year olds (which are those kid's ages now) who are in a professional realm (or not)- wear watches.  It's a fashion statement, as well as a function.  It doesn't always have to be functional to be fashionable.  Earrings, Necklaces, bracelets.  They all serve a purpose even though they're useless.

Funny how a few years can make all the difference. I'm not too much older than you and yet there were no cellphones in my HS, at least not with students. Sure, they existed but the costs for the tech and usage were still outrageous. They were also quite large. No one had the Zack Morris phone. Pagers were not uncommon but I never owned one.

I did own watches and wear them in HS, as did what seemed to be most students. Without a cellphone you needed something else to tell the time quickly. This is was before the iPod existed so portable CD players and horribly pathetic headphones with cheap form covers were in style. I paid a lot for a portable CD players with 60 seconds of skip protection… which was still useless for jogging. Battery didn't last long either. I think I returned it for a cassette player then used my Boom Box to record sounds my CD music to the tape.

I can't say I miss that tech. I can't seem to find an apropos antonym of nostalgia so I'll make one up: nauseatalgia.
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But I can't stress enough how much it would not be fashionable.  Women wouldn't wear it for sure.  It's like a bluetooth headset.  Ya- it's super functional, but you look like a tool with it in.  Same thing with a smart watch- it is brilliant and would be super functional.  But it's as sexy as a calculator watch (which was also functional).  It will hurt Apple's image regardless of how brilliant the device itself is.

That depends on how it's made. Remember the smartphone/PDA before the iPhone. The WInCE devices were super geeky and the Blackberry was for the hardcore business person. Palm feel somewhat in the middle. These were not standard operating devices for the average person. The iPhone changed that. If you can make it stylish and functional you will likely have a success. If you make it iconic it'll usually become stylish as a result.

That said, I have not seen any mockup for wearable tech that would be iconic, useful and therefore not something Apple would adopt, but I do faith that if Apple decides to go this route will they consider these things in ways in far greater detail than we will on this forum.

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

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"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

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post #40 of 46

Checking your phone is a general no-no in business world meetings or meetings in general. Checking it constantly at social gatherings has also become a faux pas. But actually, constantly checking your watch would be a distraction as well, though less of one.

 

I've been wearing watches since high school. Some people wear certain belts for fashion. Others wear necklaces/earrings and jewelry in general. A watch is more akin to the jewelry world than the technology world. But Apple's main focus is marrying the "arts" and technology. Anyone can see how the original iPod was functional but also a fashion statement. Same with the iPhone. It is fashionable to have Apple products. Seriously, how many companies were making white headphones before the iPod came out? The "cool" look became having an iPod with white headphones in particular to just having any white headphones in general. You can look to the Beats by Dre headphones as well. They spawned a fashion statement with their (initially) red (now colorful) headphones while being functional (though wildly overpriced in my opinion).

 

Circling back to the iWatch discussion it does not seem out of the realm of possibility. A functional yet stylish marrying of two industries. The previous generation iPod Nano showed that the market was there. The fact that the current Nano was redesigned and the previous is no longer being sold speaks to a possibility of a new entry.

You can't spell appeal without Apple.
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You can't spell appeal without Apple.
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