According to Canalys, the value of North America’s portable tape market in the second quarter of 2020 remained flat from year to year to $ 2 billion, despite shipments growing 10% annually. Average selling price fell 11% to US $ 235 due to a boom in low-end activity trackers and 30% year-over-year growth for the Apple Watch Series 3. The Apple Watch Series 5 was North America’s best-selling smartwatch, equivalent to last year’s Series 4 shipments. Apple Watch sells large smartwatches with 7: 1 in North America.
North America was just one of two regions that grew quarterly, demonstrating persistent consumer demand for wrist-worn devices. As consumers scrutinized personal budgets, their frugality drove a remarkable growth among the long tail of lesser-known brands of activity trackers on e-commerce platforms such as Amazon.
Canalys analyst Vincent Thielke said in a statement: “The Americans invested heavily in trackers under US $ 50 during the pandemic to stay responsible for the more time you spent at home. Amazon’s Q3 introduction of the Halo tracker was timely, after two back-to-back quarters with strong sales of activity trackers. Subscription-based companion apps helped Fitbit and lesser-known players like Whoop to stand out from the wide range of devices sold online. Turnkey service offerings proved to be a surprising winner of the pandemic as social distancing discouraged personal trainers and training close to others. ”
The wave of fundamentals offsets the US third consecutive quarter of smartwatch decline, triggered by clearing of channel inventory as Samsung and Fitbit prepared releases from August. Wear OS brands also sharply reduced sales due to store closures, but also as they began to transition to Qualcomm’s next generation chip. When all major suppliers set their sights on 2021, medically oriented units will move certain products into an elevated level, creating stronger differentiation between informal fitness and advanced health tracking.
North America portable tape shipments by supplier and growth from year to year
Canalys Wearable Band Market Pulse: 2nd quarter 2020
MacDailyNews Take: No competition.
We would like to see an Amazing Race kind of competition [post-COVID] who puts an iPhone user wearing an Apple Watch against some poor schlub with an Android phone and a stupid watch attached to his wrist in a race around the world through airports, forests, lakes and oceans because we love to see the stated look of The abandoned faces of Android settlers after being pummeled even deeper into their personal pits of stupidity by Apple’s infinitely superior, seamless solutions.
Nothing quenches our Schadenfreudian thirst like the tears of Android settlers *.
* Well, except for the tears of Windows sick; the bad bastas can cry an ocean. – MacDailyNews, September 19, 2019