The Apple Watch shipments may fall by more than a quarter this year, as the analyst of 'KGI Securities' compared to 2015, said by Ming-Chi Kuo.
In an investment note to clients, Kuo writes that he thinks Apple Watch shipments will not arrive at 7,5 million units this year. This is one significant drop from 10,6 million units, based on estimates made by last year's total shipments of the device.
If it is true this number is even worse, since it represents a full year on the calendar for this sales. 2016but it's just 8 months of the latest estimates of the 2015.
By calculations, this would also make the Apple Watch have a decrease in your sales, and this is logical. In the case of the iPhone, iPad and iPod, the second year of sales were all higher than the first, even the Apple TV saw higher sales in the second year.
Kuo blames the same old men for the failure of the Apple Watch at launch, overconfidence in iPhone for Apple Watch functionality, limited battery life, and the lack of an apps.
The analyst also discusses his thoughts on what we can expect from a Apple Watch 2. Kuo thinks that serial production will start in fiscal 3Q of this year, which means we can see a presentation together with the iPhone 7 September, and that improved connectivity will be one of the big improvements.
But unlike some other analysts who think Apple is going to make its Wearable a 40 percent thinner than its predecessor. Kuo thinks the second generation Apple Watch will be more like a "Models", that is to say an update, with very few changes in the physical.