May 21st, 2015
In February Canalys estimated that there have been 720,000 Android Wear watches sold. Pretty good, I’d think, for a watch. Any watch maker would likely be proud of those numbers.
Estimates for Apple Watch sales are all over the map.
But recently KGI Research adjusted their figures and estimated that Apple will sell under 15 million Apple Watches in this first year.
I do not know if KGI is right. Let’s say that they are. How are people, like Fred Wilson (whom I agree with from time-to-time on many topics), saying this is disappointing? Disappointing relative to what? The iPod? The iPhone? No. If the estimates are correct the Apple Watch is selling more than the original iPhone did in its debut.
I don’t get it. I think we’re all spoiled with sales numbers these days. A product does not, and should not, have to outsell a previous one immediately for it to be considered a success. A watch is not a phone is not a computer is not a tablet, etc. If the Apple Watch sold 15-25 million units per year I think Apple would be perfectly happy with that. But, no one else will be.
Oh, and one more thing; the amount of revenue generated from the Apple Watch is likely leaps and bounds above that which any other manufacturer squeezes out of their watches. Apple’s supply chain is an incredible thing and they are at the top of their game.