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The Apple watch is not a watch.

Added about 2 years ago | As appeared first on asymco.com | Author: Horace Dediu
When the Apple Watch was launched, all eyes turned to the Swiss watch industry. Analysts measured it and asked if it's big enough to be interesting. Industry observers questioned the competitiveness of an entrant vis-à-vis the ancien régime. Marketers weighed in with segmentation hypotheses and how Apple's queer new device might best fit. These are all mistakes in analysis. The market for Apple Watch is not the Swiss (or Chinese) watch market. The market for Apple Watch is the number of wrist...
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