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The Apple Watch’s Insanely Great Economics

47 pointsby r0h1nabout 10 years ago

13 comments

unimportantabout 10 years ago
It&#x27;s kinda weird to suck up to Apple by claiming it&#x27;s a great strategy upfront without there being any proven sales success.<p>I don&#x27;t think there is much of a demand for smart watches and the luxury edition will make many people think if they want to support a company that offers outrageously priced products along with normal priced products, as both hipsters that can easily afford apple products and wealthy people might not vibe with a dual strategy like this.
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gnowayabout 10 years ago
I&#x27;ve now read that Apple Watch Edition gold has more gold per unit volume (this article, [0]), and less gold per unit volume ([1], [2]). Which is it?<p>[0] <a href="http://arstechnica.com/apple/2015/03/is-apples-real-watch-innovation-a-gold-case-thats-as-tough-as-steel/" rel="nofollow">http:&#x2F;&#x2F;arstechnica.com&#x2F;apple&#x2F;2015&#x2F;03&#x2F;is-apples-real-watch-in...</a><p>[1] <a href="http://pdfaiw.uspto.gov/.aiw?PageNum=0&amp;docid=20140361670" rel="nofollow">http:&#x2F;&#x2F;pdfaiw.uspto.gov&#x2F;.aiw?PageNum=0&amp;docid=20140361670</a><p>[2] <a href="http://www.businessinsider.com/apple-watch-special-gold-ceramic-alloy-2015-3?op=1" rel="nofollow">http:&#x2F;&#x2F;www.businessinsider.com&#x2F;apple-watch-special-gold-cera...</a>
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pmontraabout 10 years ago
&quot;We’re okay with one brand making everyone’s cellphones, because no company could do so without enormous scale&quot;<p>Is this claim backed from any market figure? I believed there are far more Android phones than iPhones.<p>Anyway, most of the reasoning in the post is sound but I wonder how a smart watch (Apple or anything) will appeal to people that grew up without wearing watches (it&#x27;s been only a fashion statement in the last 20 years) or decided to do without it (like me since the beginning of the &#x27;90s, there is always a clock around). Is this market really going to be as large as the one for phones?
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newaccountfoolabout 10 years ago
I find the idea that writer thinks they have a chance competing with $17,000 Rolex watches laughable. Yest they may all be machine made, but they long heritage and are globally recognized as a high end watch.
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jcadamabout 10 years ago
I&#x27;m still not sold on the idea of a &#x27;smart watch&#x27;. And I&#x27;ll admit I have a thing for mechanical watches, so if I&#x27;m going to spend hundreds (or thousands) of dollars on a watch, it&#x27;s probably going to be a nice &#x27;real&#x27; watch, rather than one of these things. And for a &#x27;sports&#x27; watch, just a cheap velcro-strap casio&#x2F;timex with a stopwatch function is all I need.<p>Until these watches integrate real &#x27;phone&#x27; capabilities (so I don&#x27;t have to <i>also</i> carry a bulky smartphone), I just don&#x27;t see the point.
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wongarsuabout 10 years ago
&quot;A hundred-dollar gadget would have to sell to virtually every middle-class family in the country to yield meaningful revenues for Apple&quot;<p>Since when does Apple only sell to one country? Last time I checked, the US accounts for less than 5% of the population of this planet
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wrongc0ntinentabout 10 years ago
It&#x27;s interesting that &quot;luxury&quot; gets invoked so often around this watch, compared to Rolex, etc. It&#x27;s pretty clear they&#x27;re going for the Veblen goods [0] category. No need to rationalize functionality, either.<p>[0] <a href="http://en.wikipedia.org/wiki/Veblen_good" rel="nofollow">http:&#x2F;&#x2F;en.wikipedia.org&#x2F;wiki&#x2F;Veblen_good</a>
gargarplexabout 10 years ago
Disagree with the author&#x27;s claim that making a $17k watch would be bad for G Shock. It would do phenomenonally well in the hip hop community, promote the G Shock brand, anchor the other watches&#x27; price point, and be a great contest giveaway
cletusabout 10 years ago
You can count me as a big fan of Apple products. For me, the Macbook Air is about the perfect laptop. Apple networking devices have served me pretty well over the years. I&#x27;ve used an iPhone for years (since the 4) and see no reason to change. My iPad is easily my most-used computing device at home.<p>However, I have no desire to get an Apple Watch and I just don&#x27;t see it being a huge market.<p>Now you have a lot of people who don&#x27;t wear watches. Are they suddenly going to start? I&#x27;m skeptical.<p>For those that do the reasons tend to boil down to need, desire and habit.<p>&quot;Desire&quot; is the easiest category. Many people like fine (generally Swiss) watches. Some just for the perceived &quot;status&quot;. Others because they&#x27;re geeks for watch movements. I can&#x27;t see them buying into <i>any</i> smartwatch.<p>Normal watches aren&#x27;t wind-up. Wind-up watches are wound daily. Watches with batteries can last years on a single battery. Self-winding watches last basically &quot;forever&quot; (wear in the movement means servicing every 5 years or so).<p>Who really wants a watch that you need to separately charge every day?<p>Let&#x27;s look at the applications. And here Apple has taken an unusual approach in what I tend to call shotgun marketing. They tout 9 or so use cases. Usually Apple tends to focus on 1-2 key use cases and even then they talk about them in terms of experience. Go back and look at old iPod ads to see what I mean. Obviously an iPod is a single use device (ignoring the Touch) but the same applies for iPhone&#x2F;iPad advertising.<p>Fitness is one such category. It&#x27;s unclear if their heart rate sensors are suitable for, say, running. Fitness HRMs are almost exclusively done with a chest strap. It&#x27;s much more accurate and reliable although less convenient. There are other devices that don&#x27;t use a strap (like the Basis watch) but, for this reason, they&#x27;re not suitable for exercise.<p>But I guess the HRM functions make it fine for tracking your <i>general</i> activity during the day.<p>Which is why Apple touts &quot;medical research&quot;.<p>The whole heart rate &quot;sharing&quot; and tapping someone&#x27;s arm strikes me as gimmicky, even creepy, but who knows? Maybe there&#x27;s a market for that.<p>The sort of person who doesn&#x27;t want to take their phone out to make a phone call is the kind of person who has a Bluetooth headset.<p>Being able to glance at texts or emails? Maybe... but is it something people will pay $500+ for and charge every day?<p>Wrist watches came to exist because seeing the time on your wrist had a lot of uses and is pretty convenient. The smartwatch movement is attempting to co-opt that form factor but really what is the killer use case(s)?<p>Apple is a pretty conservative company and doesn&#x27;t tend to get into markets without good reason, which is the <i>only</i> reason I&#x27;m watching to see what happens. Anyone else and I&#x27;d simply dismiss it.<p>Apple have had other products without widespread appeal like the Apple TV. Sure it&#x27;s sold millions of units but not, say, the 70M&#x2F;quarter kind of numbers the iPhone is up to (I believe it&#x27;s probably &lt;20M over the life of the device) but Apple hasn&#x27;t put their full weight behind Apple TV like they seem to be with the watch.<p>I&#x27;ll be shocked if this turns into a major product line (in terms of revenue) for Apple.
chernevikabout 10 years ago
I think they&#x27;re going to get killed on the luxury end. People buy Rolex and Hermes and Vuitton to get exquisitely made and differentiated items that act as status markers. The prices are out of all proportion to the utility of the items, and everyone knows the margins in those prices are enormous, but there is at least some story of manufacture and design behind that price.<p>Apple&#x27;s &quot;story&quot; for a $17,000 watch is, that&#x27;s how we priced it. It&#x27;s an arbitrary decision without any plausible claim behind it. Any one buying one of these things is marked, not as a person of taste and means, but a sucker.<p>Apple, of course, claims industry-leading margins on its products because of its brand, and that brand is founded in part on design and appearance. But it&#x27;s more of a &quot;style&quot; brand than &quot;luxury&quot; -- the items aren&#x27;t expensive beyond the reach of most people. They can mark an owner&#x27;s taste, but not, past a certain point, their means.<p>My fear is that Apple is allowing this luxury approach to taint its whole approach to the watch. Watches are definitely different than other technology, because they&#x27;re constantly on display, and so many people insist the appearance of the watch fit their overall look. That does require a variety of looks and bands and such. But Apple has decided to position the watch as other watches are positioned -- either high-end luxury items, or more accessible but fashionable brands.<p>It&#x27;s a missed opportunity to re-invent the branding and positioning of watches. What if Apple had instead recognized the need for options for the appearance for the watch, but had instead priced them simply on the basis of manufacture and development? The message could have been that next step for technology is to admit enough variety of appearance to blend in with a user&#x27;s preferred look, without sacrificing the convenience and enablement and cost advantages of technology in the first place. &quot;A watch for the rest of us&quot; could have been a device that left the luxury people behind, stuck with a tradition that did less for them than that of the wider population.<p>Better still, such an approach could have been a big step against the idea of technology as commoditizing and homogenizing. It would have been an opportunity to look at technology, not as simply utilitarian, but a real opportunity for the expression of personality.<p>Apple would have been far better off, and far more revolutionary, to quietly say that marking status with contrived pricing for outmoded technology is just silly. Better to mark one&#x27;s self with one&#x27;s choices, within ranges available to many, and achieve status by the quality of those choices. They might have created a brand that in ten years made Rolex look ridiculous, and opened some really new approaches to thinking about how technology can interact with fashion.
WorldWideWayneabout 10 years ago
&gt; We want not be dominated by our technologies, but rather, to control them.<p>If that were true then nobody would choose Apple products, which always lack control-features that are offered elsewhere. It starts with their hardware and continues on throughout all of their software. Apple is the company of &quot;one button&quot; and &quot;why would you want to do that?&quot;<p>Their most basic mode of operation is to offer the bare essential amount of control to users. It&#x27;s a great way to do business for them because it costs less to make things that have fewer options and if they perfect the few options that they do offer, then they can claim to be &quot;better&quot; than other products.<p>Apple products will force you to do things the &quot;Apple way&quot; and if you don&#x27;t like it, then you&#x27;re not going to have a good time. If you do like the Apple way, then perhaps you can fool yourself into believing that you actually have some control over your technology.
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throwaway22marabout 10 years ago
by giving up hours, all of the precious times your phone is put away and you can fully participate and be present in the world around you, you can save seconds a day.
UnoriginalGuyabout 10 years ago
&gt; “There are very few products that allow you to hand someone cash and be given back time. This will be the Apple Watch metric to track: time saved.”<p>Except all the other smart watches, including much better designed ones like the Moto 360, released in the past year and a half before Apple got into the market? Pray tell what is the Apple Watch&#x27;s USP? The iPhone lock-in?<p>I don&#x27;t own a smart watch, because honestly the only explanation for them existing is: &quot;it is too much work to take my $500 smartphone out of my pocket.&quot; This article is clearly a puff piece, and even its only argument for the device is &quot;time saved&quot; (which I&#x27;m guessing refers to that 5-7 sec it takes to get your phone?).<p>Seriously someone please explain to me why you&#x27;d want this $350 brick or even a $250 360? That&#x27;s half the cost of a smartphone again and only so it can relay events&#x2F;info from your phone to your wrist?<p>PS - I loved Wired quoting TechCrunch. That&#x27;s great &quot;journalism&quot; right there.