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apple watch estimates +2
17:45 18-Feb-15
A subscriber asks:
The answer is "barely". Even if the rumor is true, and we assume the same price per part:Does the updated estimate of 6M watch shipments for the launch move the needle for you at all?
5.5M watches × $0.85 per part × 17% margin = $0.795M / 92.3M share = 0.0086 EPS
I do think InvenSense may get a microphone win besides, but Apple likes drive a hard bargain, toot its own horn, and do its own software, which is why the latest phones are a such kludges with the dual gyros. So the extent and public characterization of the "besides" may still be very hard to judge even after the Watch has been torn down.