marcag wrote:
ericlambi wrote:
Sorry, but if any company that wasn’t Apple was making this watch, no one would want it. Especially not as a sports/triathlon watch.Garmin makes great sports/triathlon watches.
Apple makes a good watch when you are not doing sports/triathlon. Very good integration with the apple eco system. Great integration with the Telco infrastructure.
Apple is closing the gap in terms of sports features.
Garmin is not doing much in terms of integration with the Telcos and their support of third party apps is ...well....
Apple will continue to close the gap. In a little bit, you will have a watch that does 99% of what you want on the bike/run, you will no longer need to carry a phone, you will have access to your podcasts, music, etc. You will connect to the telco infrastructure.....
And one critical component why Apple with eventually eat Garmin's lunch : the apps you can put on the watch. Nutrition, health data, connectivity to backend resources....not even close.
I can see the Apple watch with a HUD (glasses or visor ) being the killer combo.
There was an article recently in the NYT or WSJ that talked about Garmin having a cult like and enviable position in the sports watch market that Apple is gunning for. Its because the average selling price of Garmins is appealing to Apple, Garmin dominates the high price points and Apple would like this position. Garmin has like 5% market share but much higher rev share. I think Garmin has established a brand that is more than just features, its a wearable brand that says you are serious about sports, and when you see others with Garmins it usually strikes up a conversation about sports. Apple watches dont call out that you are serious about sports. Its a visual symbol to others which is part of why Garmin will continue to dominate.
As someone who works for a well established, global med device / connected care / health tech company I cringe when people reference most health apps that are half-baked bro-science Elizabeth Holmes like junkets. The standard of evidence of benefit to most of these apps is non-existent. They put some health app out there with literally no evidence or proof whatsoever that the data is providing you is worth anything, have some paid athlete shilling the app like its a needed to create a sucker market. I would advise people to be really skeptical of most of the claims of the health apps out there, there is no standard of proof like there would need to be for a med device or pharma product.