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Continued production issues may force Apple to delay 'iWatch' until 2015, analyst Ming-Chi Kuo...

post #1 of 80
Thread Starter 
With a number of issues allegedly still standing between Apple and the launch of its anticipated wrist-worn device, the so-called "iWatch" may not even see the light of day until next year, the latest missive from analyst Ming-Chi Kuo suggests.

iWatch
Artist's rendition of purported Apple smartwatch. | Source: Yrving Torrealba


Apple's efforts in bringing the "iWatch" to market represent "a much higher level of difficulty for the company," according to Kuo. Problems Apple is facing are said to include components, system design, manufacturing, and integration between hardware and software.

As a result, Kuo suggested that Apple may be forced to postpone the launch of the "iWatch" until 2015, though he didn't definitively say it was the case.

It should be noted that while Kuo has predicted Apple's future product plans correctly on numerous occasions, his track record when it comes to the release schedule and availability of those products has been less reliable.

For example, he correctly predicted the company's entire fall 2012 lineup ahead of time, and even had inside info on a more affordable iMac that Apple debuted this spring.

But he also made claims last year that Apple was planning to launch an even higher resolution iPad this fall before subsequently backing off that prediction. He also originally forecast the "iWatch" to debut in the September quarter, but has been pushing back that prediction as he has received word of internal delays at Apple.

Regarding the alleged "iWatch" delay, Kuo said essentially the same comments last month about Apple's anticipated 5.5-inch "iPhone 6," indicating that the so-called "phablet" model may be more difficult to produce than the smaller 4.7-inch model. Kuo also suggested that the larger iPhone launch could be pushed to 2015.

But up until Tuesday, Kuo believed that the "iWatch" was set to hit the market this year, albeit in extremely limited quantities. In a note issued late last month, the analyst said he expected Apple would be able to ship only 3 million wrist-worn smart devices before the end of 2014.

Wearable Device
AppleInsider was first to discover an Apple patent filing describing a watch design with flexible display.


In that note, Kuo suggested that Apple will face sapphire cover production bottlenecks, forcing the company to use glass screen covers for about half of the "iWatch" units it ships. He also believes the device will sport a curved AMOLED display built by LG Display.

The reports stand in contrast to comments made by Re/code in June which suggested Apple's "first wearable device" was on track to debut at an October event. The mysterious wearable device is expected to tap into the new iOS 8 HealthKit tools Apple offers developers, allowing the wrist-worn accessory to track and analyze health and fitness data.
post #2 of 80
Or… Kuo needs a way to back out of his earlier claims without it being his fault.

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post #3 of 80

Noooooooo. Reeeeeeeeally.

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post #4 of 80
Maybe they realized no one wants it?
 
Where's the new Apple TV?
 
And still waiting for SolipsismX to prove his accusation:
"And yet they haven't loved Google Wallet which you claimed was the exact same thing and kept posting...
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Where's the new Apple TV?
 
And still waiting for SolipsismX to prove his accusation:
"And yet they haven't loved Google Wallet which you claimed was the exact same thing and kept posting...
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post #5 of 80
Quote:
Originally Posted by SolipsismX View Post

Or… Kuo needs a way to back out of his earlier claims without it being his fault.
Didn't he claim that some iWatch models could be over $1,000?
post #6 of 80
Originally Posted by pazuzu View Post
Maybe they realized no one wants it?


‘They’ meaning ‘him’, right?

Originally Posted by Marvin

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Originally Posted by Marvin

The only thing more insecure than Android’s OS is its userbase.
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post #7 of 80

FU KUO

post #8 of 80


Impossible. Tim Cook said that they would enter new markets THIS YEAR. That does not mean 2015. So unless we see a completely redesigned Apple TV (which I'm not even sure would count as *new*) or something completely out of the blue, there's going to be an iWatch this fall.

GIGO. The truth in all of life.
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GIGO. The truth in all of life.
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post #9 of 80
I hope Apple releases an iWatch just so we don't have to hear more rumors about it.
post #10 of 80

It must be nice to be able to just pull release dates and specifications out of your butt for rumored products, and continually change them due to supposed "production delays" and "supply constraints," and make a tidy salary doing this, without anyone actually in the industry ever calling you on your crap. He makes so many predictions and changes them so often that I honestly don't view his prediction of the 2012 lineup to be any indication of his connections and reliability. If you predict every possible outcome, then one of them is going to be right and you can just kind of slide the 99% that weren't under the rug because bloggers like AI will just refer to your successes and not your failures.

post #11 of 80

Oh, Ming... Your trolling is legendary.

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GOA

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Proud AAPL stock owner.

 

GOA

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post #12 of 80

He only looks good in comparison to all the other analysts who are even worse :)

post #13 of 80
Quote:
Originally Posted by Smiles77 View Post


Impossible. Tim Cook said that they would enter new markets THIS YEAR. That does not mean 2015. So unless we see a completely redesigned Apple TV (which I'm not even sure would count as *new*) or something completely out of the blue, there's going to be an iWatch this fall.

Health and Home ARE new markets. I guess these billion dollar opportunities are too boring to be taken seriously. But throw in a smart watch and Apple is exciting.
post #14 of 80
Quote:
Originally Posted by leavingthebigG View Post

Health and Home ARE new markets. I guess these billion dollar opportunities are too boring to be taken seriously. But throw in a smart watch and Apple is exciting.
How does Apple make money off of HealthKit and HomeKit without first party hardware?
post #15 of 80
Originally Posted by Smiles77 View Post
Impossible.

 

It’s impossible that a product Apple isn’t making isn’t being made by Apple? Wow.

 
So unless we see a completely redesigned Apple TV (which I'm not even sure would count as *new*) or something completely out of the blue, there's going to be an iWatch this fall.

 

Or, you know, something else.

Originally Posted by Marvin

The only thing more insecure than Android’s OS is its userbase.
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Originally Posted by Marvin

The only thing more insecure than Android’s OS is its userbase.
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post #16 of 80
Quote:
Originally Posted by Rogifan View Post

How does Apple make money off of HealthKit and HomeKit without first party hardware?

The iPhone and iPad come to mind.

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

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post #17 of 80
Quote:
Originally Posted by Tallest Skil View Post
 
Originally Posted by Smiles77 View Post
Impossible.

 

It’s impossible that a product Apple isn’t making isn’t being made by Apple? Wow.

 
So unless we see a completely redesigned Apple TV (which I'm not even sure would count as *new*) or something completely out of the blue, there's going to be an iWatch this fall.

 

Or, you know, something else.

 

To be honest, TS, to say that "Apple isn’t making" a wearables product at this point would be foolish. The question we're debating here is the timing of the release of said wearable. As to "something else", well, there's a reason I said "something completely out of the blue"; but my money would be on the wearable device, which I am referring to in my posts as the "iWatch" as that is the generally accepted name for referring to the Apple wearable device.

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post #18 of 80
1smoking.gif
Quote:
Originally Posted by SolipsismX View Post

The iPhone and iPad come to mind.
iPhone and iPad are not new products. I'm assuming Apple is looking for new revenue streams beyond iPhone/iPad. I think they'd be leaving a lot of money on the table just leaving it to 3rd parties. Do you really think HealthKit and HomeKit API's without first party hardware are going to be big iPhone sales drivers?
post #19 of 80
It's astounding to me that folks would sit here and hurl insults and suggest malfeasance at an analyst because of the horrible, unforgivable crime of changing a prediction, or OMG, being wrong. Do you know he's a terrible person or a deceiver? Do you work harder than him.
Like I said, it's astounding to me how quick people are to condemn in forums.
Just stupid.
Ming-Chi Kuo hasn't asked you for anything. And in my opinion hasn't done ANYTHING to deserve a harsh rebuke. But all these "tough guys" in these forums are quick to condemn and rebuke about absolutely nothing.
Really.
post #20 of 80
Quote:
Originally Posted by Rogifan View Post

iPhone and iPad are not new products. I'm assuming Apple is looking for new revenue streams beyond iPhone/iPad. I think they'd be leaving a lot of money on the table just leaving it to 3rd parties.

You're not getting it. Apple makes money off their iDevices. Creating ways to make their iDevices more valuable to the customer, especially if they become more integrated with your life helps keeps a customer in your ecosystem thereby helping to ensure future sales. The iPhone and iPad not being *new* brand names has absolutely nothing to do with your question about how they can earn money by creating new APIs.

"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

Reply
post #21 of 80
If a release date hasn't been set, then it can't be delayed.
post #22 of 80
Looking out for 9/9/14....then all these rumours can stop about this useless thing that no one will buy, market is now already over saturated :-)
post #23 of 80
Quote:
Originally Posted by addicted44 View Post

I hope Apple releases an iWatch just so we don't have to hear more rumors about it.

I hope Apple never releases an iWatch because it's just a gimmick which has low profit margin.

BTW, has anyone seen any leaked part for iWatch? None...absolutely none, not even a screw.

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Congratulation to Samsung Galaxy S5 for winning CNET's Best Android Phone of the Year 2014

 

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post #24 of 80
Quote:
Originally Posted by SolipsismX View Post

You're not getting it. Apple makes money off their iDevices. Creating ways to make their iDevices more valuable to the customer, especially if they become more integrated with your life helps keeps a customer in your ecosystem thereby helping to ensure future sales. The iPhone and iPad not being *new* brand names has absolutely nothing to do with your question about how they can earn money by creating new APIs.

I get that. But that's not really driving future growth, it's protecting the existing customer base. Unless you think HealthKit and HomeKit are going to drive a lot of new sales without first party hardware from Apple. My question is where does growth come from and I don't think software APIs alone will drive it. Plus I don't think Apple would be hiring sales and retail executives from luxury fashion conglomerates if they didn't have something new they were prepping to launch. I doubt Paul Deneve is focusing on how to best showcase 3rd party wearables in Apple stores.
post #25 of 80
The Chinese workers are lame.
post #26 of 80
Quote:
Originally Posted by fallenjt View Post

I hope Apple never releases an iWatch because it's just a gimmick which has low profit margin.
That's assuming what Apple is working on is just like what everyone else is doing. Somehow I have a feeling that's not the case. Earlier this year when Jony Ive was asked about the mythical "iWatch" he said "it's a game of chess, isn't it?" That leads me to believe Apple isn't doing what everyone else is. They're not just taking a smartphone and slapping it on your wrist. While everyone else is playing checkers Apple is playing chess.
post #27 of 80
Quote:
Originally Posted by Rogifan View Post

I get that. But that's not really driving future growth, it's protecting the existing customer base. Unless you think HealthKit and HomeKit are going to drive a lot of new sales without first party hardware from Apple. My question is where does growth come from and I don't think software APIs alone will drive it. Plus I don't think Apple would be hiring sales and retail executives from luxury fashion conglomerates if they didn't have something new they were prepping to launch. I doubt Paul Deneve is focusing on how to best showcase 3rd party wearables in Apple stores.

1) You're talking about a couple different things but you're conflating them into a single clump. Your previous comments sound like you don't think these APIs should exist unless Apple is creating their own HW. That hasn't been the case with the many thousands of APIs they've created so far so why assume THESE have to have HW from Apple or else?

2) Of course they working on other projects but because you can't see past some simple rumours doesn't mean that nothing else exists. As I've stated I think wearables are going to be a huge market but only when the time is right for them to happen. Apple builds when they have something, not simply because it's been x-duration.

"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

Reply

"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

Reply
post #28 of 80
Quote:
Originally Posted by Rogifan View Post

That's assuming what Apple is working on is just like what everyone else is doing. Somehow I have a feeling that's not the case. Earlier this year when Jony Ive was asked about the mythical "iWatch" he said "it's a game of chess, isn't it?" That leads me to believe Apple isn't doing what everyone else is. They're not just taking a smartphone and slapping it on your wrist. While everyone else is playing checkers Apple is playing chess.

I agree. If folks just think back to the smart phone before the iPhone they should get a clue. I suspect many have forgotten exactly how radical the iPhone was at the time.
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post #29 of 80
Originally Posted by Smiles77 View Post
To be honest, TS, to say that "Apple isn’t making" a wearables product at this point would be foolish. The question we're debating here is the timing of the release of said wearable.

 

Why? We have no evidence of it whatsoever. Are they making an HDTV, too?

Originally Posted by Marvin

The only thing more insecure than Android’s OS is its userbase.
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Originally Posted by Marvin

The only thing more insecure than Android’s OS is its userbase.
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post #30 of 80
Quote:
Originally Posted by Smiles77 View Post


Impossible. Tim Cook said that they would enter new markets THIS YEAR. That does not mean 2015. So unless we see a completely redesigned Apple TV (which I'm not even sure would count as *new*) or something completely out of the blue, there's going to be an iWatch this fall.

You could say it's ’i(gh)Time.
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post #31 of 80
Quote:
Originally Posted by Rogifan View Post


That's assuming what Apple is working on is just like what everyone else is doing. Somehow I have a feeling that's not the case. Earlier this year when Jony Ive was asked about the mythical "iWatch" he said "it's a game of chess, isn't it?" That leads me to believe Apple isn't doing what everyone else is. They're not just taking a smartphone and slapping it on your wrist. While everyone else is playing checkers Apple is playing chess.

Maybe Apple is not making iWatch after all, but a health tracking device which should be like Nike Fuel band or Fitbit Flex with more integrated sensors. The sole purpose of the device is for health and fitness, not a limited "mini phone" smart watch. This device should be only worn during exercise or fitness activities, not all the time. Apple should not design a device to replace a traditional watch because that would be a dumb move. 

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post #32 of 80
Quote:
Originally Posted by pazuzu View Post

Maybe they realized no one wants it?

First thing that came to mind.
post #33 of 80
Quote:
Originally Posted by digitalclips View Post


I agree. If folks just think back to the smart phone before the iPhone they should get a clue. I suspect many have forgotten exactly how radical the iPhone was at the time.

Not really. I read a lot of comments back then. Beside the price, everyone expected iPhone would be huge and a mother of all phones. People even said "good bye to all other phones in the world"....yup except Steve Baller (and his laughter).

Congratulation to Samsung Galaxy S5 for winning CNET's Best Android Phone of the Year 2014

 

"From the owner of iPhone 6+, Best Smart Phone of the Year 2014"

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post #34 of 80
Quote:
Originally Posted by Tallest Skil View Post


‘They’ meaning ‘him’, right?
They being management at Apple. The fan base is pretty ho hum when it comes to watches.
post #35 of 80
Quote:
Originally Posted by Smiles77 View Post

To be honest, TS, to say that "Apple isn’t making" a wearables product at this point would be foolish. The question we're debating here is the timing of the release of said wearable. As to "something else", well, there's a reason I said "something completely out of the blue"; but my money would be on the wearable device, which I am referring to in my posts as the "iWatch" as that is the generally accepted name for referring to the Apple wearable device.

Why would it foolish? Wearables aren't setting the world on fire. It'll probably be another netbook craze.
post #36 of 80
Quote:
Originally Posted by SolipsismX View Post

1) You're talking about a couple different things but you're conflating them into a single clump. Your previous comments sound like you don't think these APIs should exist unless Apple is creating their own HW. That hasn't been the case with the many thousands of APIs they've created so far so why assume THESE have to have HW from Apple or else?

2) Of course they working on other projects but because you can't see past some simple rumours doesn't mean that nothing else exists. As I've stated I think wearables are going to be a huge market but only when the time is right for them to happen. Apple builds when they have something, not simply because it's been x-duration.

No I never meant to suggest that HealthKit and HomeKit were useless without Apple hardware. I just think the biggest opportunities growth wise are 1st party new hardware from Apple. As far as "you can't see past some simple rumours doesn't mean that nothing else exists", I don't know what you mean there. I'm one who has always believed we're going to get something new beyond iPhones and iPads from Apple this fall. And I still believe that will happen this fall. When do you think the time is right for wearables to happen? 2015? 2016? 2018?
post #37 of 80
Quote:
Originally Posted by jungmark View Post

1tongue.gif
Why would it foolish? Wearables aren't setting the world on fire. It'll probably be another netbook craze.
To which Apple responded with the iPad. Who says Apple is/has to do what everyone else is in the wearables space?
post #38 of 80
Unpopular statement probably but... Why does everyone get so wound up when Kuo and others re calibrate their assertions based on the latest information available to them? I fully believe that to the best of their knowledge at any point in time they are providing their clients with relevant information. If China imposed an export ban and no iPhones could be shipped out of the country, Kuo again would need to adjust his analysis. Would the guy be attacked for that? I'm sure at some point in the beginning of this year Apple thought they would deliver a wearable product this year.
post #39 of 80
Quote:
Originally Posted by jungmark View Post

Quote:
Originally Posted by Smiles77 View Post

To be honest, TS, to say that "Apple isn’t making" a wearables product at this point would be foolish. The question we're debating here is the timing of the release of said wearable. As to "something else", well, there's a reason I said "something completely out of the blue"; but my money would be on the wearable device, which I am referring to in my posts as the "iWatch" as that is the generally accepted name for referring to the Apple wearable device.

Why would it foolish? Wearables aren't setting the world on fire. It'll probably be another netbook craze.

I find it very hard to envisage hundreds of millions of people all wearing identical Apple watches, unless they can be customised in look, which is why I feel they would need to get several watch makers on board.
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post #40 of 80
Quote:
Originally Posted by Rogifan View Post

When do you think the time is right for wearables to happen?

When it's the right time. This means the technology is here at the mass market level and the market is ready for it, which includes the price point being correct. Look at the history of the tablet market to see how Apple nailed this in 2010 despite decades of attempts.

"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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