Wearables? What’s that? It’s Apple’s new revenue stream, almost as big as iPad. Kase explains how it has gone crazy:
There might be 4-billion smartphone customers on planet earth, and Apple has only 1-billion, so a customer base of about 30-percent or so. Yet, Apple owns the Wearables category, which means Android smartphone customers are not buying smartwatches or wireless earbuds in the same volume as Apple customers.
Watch closely. As wearables grow on Android users, Apple will be accused of giving up marketshare.