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2015/05/22
The supply of Apple Watch have not kept up with the strong demand since its preorder sale earlier this year According to the latest projection by Topology, a division of TrendForce, the 2015 shipments of Apple Watch are expected to reach 15 million sets On the other hand, going above this shipment figure will depend on the performance of the entire supply chain in the second half of 2015 “Apple is widely recognized for its success in selling its smartwatches as hardware,” said Jason Tsai, TrendForce’s wearable device analyst, “but the more important matter coming out this Apple Watch craze will be the profits generated from the watch’s application and services”
“The watch is a springboard from which Apple will change consumers’ behaviors and create new revenue sources,” Tsai added
As wearable devices become more accessible and influential in the daily lives of consumers, device vendors area not only able to deliver unique values to their products but also find opportunities from users’ behaviors Apple Watch, for instance, is great for travel as people can use it to board planes and unlock hotel rooms “Next to iPhone 6, Apple Watch is another device through which Apple Pay can be widely adopted,” Tsai also noted “Apple Watch will enjoy greater usage by consumers and attracts non-iPhone users if it makes Apple Pay more convenient” Apple’s competitors Xiaomi has also recently entered the mobile payment industry through wearable devices, and more device vendors are expected to follow their lead
Going forward, the contest among rival device vendors will not be mainly about having the best hardware Instead, vendors are betting on application as a way to gain footholds in different application markets Tsai pointed out that while mobile payment right now is a hot application for wearable devices, other profitable fields are emerging, such as market survey and risk assessment for insurance Products and services related to these opportunities will eventually displace specs as the center of contention
TrendForce, Taipei Computer Association, and TechNews proudly present Compuforum 2015 on June 5, during the week of Computex Taipei 2015, at the 4th floor VIP room of the Taipei International Convention Center This year seminar, titled “The Future of Mobile Devices: Key Components and Communication Technology”, will feature the latest industry research by top analysts from TrendForce’s research divisions – DRAMeXchange, WitsView, and Topology Honored guest speakers from global tech giants SanDisk, Qualcomm, ARM, Intel, and Broadcom will also be there to share their thoughts with the attendees on the latest trends and future development in mobile solutions Topics that will be discussed at the forum include chips, memory, display panel, wireless communication, and wearable devices
2015/03/11
Apple Watch has been revealed as scheduled and its price varies according to models, ranging from US$350 to around US$10,000 Though Apple does not offer anything revolutionarily function-wise, the company is confident that product designs and quality of materials alone will propel their smartwatches into the luxury market
Jason Tsai, a wearable analyst for Topology of TrendForce, stated that the launch of Apple Watch will have a huge impact on the traditional watch market because its target customers are people who usually do not wear a watch “Apple’s intention is very clear,” Tsai explained “The company wants to become a luxury brand that sells not just products and services, but also fashion and class”
Tsai added while there are some concerns with the device’s battery life, the shipments of Apple Watch in 2015 are expected to reach 12 million units According his initial projection, Apple will take over nearly half the share of the smartwatch market Selling at a high unit price also means that these smartwatches will bring billions of dollars to the consumer electronics giant
Having unique selections of facade materials are the key to Apple’s success Most smartwatches currently on the market have similar functions, so Apple must provide something additional and superior besides the basic values when setting a range of prices for each edition of the Apple Watch Every model of the Apple Watch offers more or less the same features and services, but they ultimately are differentiated in pricing and market positioning based on the quality of their materials – from aluminum, which is suited for sports, to luxurious 18-karat gold; as well as from durable fluoroelastomer to classy leather Other smartwatch makers will likely to imitate Apple’s strategy of creating different values for the same functions with distinct style of packing materials As a result, demands for materials used in watch casings will increase significantly Some of the resources that will be greatly sought after by the competing vendors include sapphire, which is used for watch covers; ceramic, which is used for back covers; and leather, which is used in watch straps
