The figure comes from analyst Neil Cybart of Above Avalon, who, in his latest report, announces that the symbolic bar of 100 million Apple Watch owners has been exceeded by Apple. More precisely, he thinks that this figure was reached last December, thanks in particular toApple Watch Series 6, Apple Watch SE and Apple Fitness+ launch, the first service from the Cupertino company that really puts the connected watch at the forefront.
The Apple Watch was launched in 2014 and has since enjoyed growing success. Tim Cook recently congratulated himself on the success of his watch, making Apple the leading watch brand in the world, ahead of the historic Swiss brands in the sector.
Apple also benefited from the lack of competition in this sectorconnected watches to get a head start against manufacturers like Samsung or Huawei who, although present on the market today, are unable to be serious competitors for Apple.
One in 10 iPhone owners have an Apple Watch
The report highlights that 2020 was a particularly successful year for the Apple Watch. The latter managed to convince nearly 30 million new customers, more than in the three years following its launch (2015-16-17). Today Neil Cybart estimates that one in 10 iPhone owners also has an Apple Watch. Which shows on the one hand the great success of the product which has become widely democratized, and on the other, the still enormous margin of people who only own the Apple phone.
A figure which also hides large disparities from one country to another. The proportion of people with an iPhone who also have an Apple Watch is 35% in the United States, Uncle Sam's country still being the leading watch market, even if the latter is exporting better and better.
The boon of the absence of competition?
With the Apple Watch as with AirPods, Apple has managed to establish itself as the benchmark in its field and become the ultimate product in this sector. If the price of Apple watches or headphones is much higher than those of the competition, the latter are still selling just as well in 2020, while all the major High Tech brands have placed themselves on the market, with more or less successful products.
For Neil Cybart, Apple Watch sales are not likely to decline or plateau in the coming years, especially if the Cupertino company continues to produce new, unique features within its watch. The development of the latter is a central point for analyzing the future evolution of Apple's sales.
If the rumor of a sensor that can measure blood sugar levels is a good sign of improvement for Apple, which could open its product to a new clientele, functions likeunlocking iPhone with Apple Watch, as is currently being tested withinthe iOS 14.5 betashould make it possible to sustain sales of the watch for years to come.
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