“Credit Suisse semiconductor analysts John Pitzer, Kulbinder Garcha, Christian Buss, and Stephen Ju today offered clients an overview note on what they think is ‘the next big thing,’ the rise of sophisticated wearable technology, such as smart watches, and other accessories,” Tiernan Ray reports for Barron’s.
“The wearables market is a lot bigger than investors realize, they contend, at perhaps $3 billion to $5 billion today, rising to perhaps $30 billion to $50 billion over the next three to five years,” Ray reports. “There may be upward of 15% of smartphone owners who end up buying a wearable, the authors opine, for perhaps 6% share of the total global electronics market.”
Ray reports, “The firm recommends as its top picks in wearables Apple (AAPL), Broadcom (BRCM), eBay (EBAY), Google (GOOG), Microchip (MCHP), NXP Semiconductor (NXPI), and, among retail stocks, Nike (NKE), Under Armour (AU), and Alliance Data Systems (ADS).”
Read more in the full article here.
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We are likely not aWEAR of what Apple or others are COOKing up.
The fanboy extreme lays prostrate at the feet of Steve Jobs … I on the other hand neither approve of ALL THINGS STEVE or the current Cook era transition.
My hope for my personal and business electronics is based of a growing competitive market and the coming “organic memory” revolution that is getting very close to mass production.
However my hope is tempered because of the longer term research by IBM (a client for the past 3 years) that will lead to implants that access “unused” cerebral matter for processing and storage.
Wearable will then become the answer indeed, the final solution. Wearing your device “subcutaneously” will be marketed as a way to limit drop / sratch spill / damage
IBM is one company, that to the world seems to be a sleepy giant, yet they are still doing some incredible things.
If any fan from any side wishes to feel inspired, seek technology as an entirety, and think – dream – imagine on your own, how companies may use those innovations to gear up products. Apple takes its OSes (software) and implements it to its customized hardware; hardware that has been mixed with the latest advancements in technology.
Apple does not invent those technologies – they harvest them. Until the ripe calculated time; regarding price, production yields, manufacturing processes & schedules, political & economical environment is right — then can Apple grant new products to consumers.
Apple in the meantime, will play and toy, test and research anything they wish and dream up — Apple does not sleep.
Well, if an analysts says it or prints it it must be true.
Yaaaawwwwn. And now back to the real world – Tim, Jon? What say you?