Did they commit to additional production of the Vision Pro? I read their announcement as quiet cancellation of VR products. They announced some kind of vaporware pivot, but I didn't read a single analyst projection that Apple ever intended to bring another wearable to market. Customer usage statistics of the Vision Pro are so low Apple hasn't even hinted about reporting on them.
Wearable products, outside of headphones, have a decade-long dismal sales record and even more abysmal user retention story. No board is going to approve significant investment in the space unless there's a viable story. 4x resolution and battery life alone is not enough to resuscitate VR/AR for mass adoption.
That's probably regional then. In my area most people using watches nowadays are usually into sports.
I must admit I don't understand the point of a smart watch when most people have their smartphone in their hand a significant amount of time a day and said smartphones screen sizes have been increasing over the year because people want to be able to doom scroll at pictures and videos and interact with whatsapp all day. I don't know how you can do that from a tiny screen on a watch.
Those like me who don't subscribe to that way of living don't want distractions and notification so they use regular watches and would see as a regression a device that needs to be charged every few days.
Some people said payments but I see peolle paying with their smartphone all the time since they have it at hands or in a pocket very close anytime having it in a watch doesn't look like a sigmificant improvement. I'd be curious to see a chart of smartwatch adoption by country.
Apple watches have the highest marketshare in a lot of the world's markets. According to this analysis[1], watchOS (Apple watches) make up around half of all smartwatches used in Europe. Global sales puts Apple around 20-30% market share, with brands like Samsung and Garmin around 8% [2]. I haven't found good US-only statistics to show what the market share is of watchOS is, but I'd imagine its probably close to 50% or more.
I do agree though, anecdotal experiences will vary depending on the kind of people you hang out with. For the people I know heavily into running and cycling, brands like Garmin are over represented. Meanwhile lots of other consumers practically don't even know these are options.
Wearable products, outside of headphones, have a decade-long dismal sales record and even more abysmal user retention story. No board is going to approve significant investment in the space unless there's a viable story. 4x resolution and battery life alone is not enough to resuscitate VR/AR for mass adoption.