The elephant in the article is that he mentions Garmin, as a major player, then nearly completely ignores it. The industry isn't an Apple Watch industry, it's Apple/Samsung accessory on one side, and true fitness watch on the other.
As a Garmin user (Fenix 3 HR), I find it indispensable on my rides, swims, runs, etc. Nothing works better with the same battery life and integration. The notifications are kinda nice, but honestly the fitness part of it matters far more.
Apple clearly has been moving in the fitness watch direction, but it's unlikely they'll get the same performance because they're unwilling to sacrifice svelte design (dedicated altimeter, GPS, temperature, extra radios plus long-life battery take more space). Even in the current watch they have about 1/3 the battery life using GPS. Of course that's fine for a lot of people, but there's a healthy number who want more.
I think the final layout will be Apple/Samsung with a large majority of the market, and sports specialists (Garmin) having the rest, but that segment being quite strong and healthy over the long term. Where that leaves Fitbit, I don't know. They don't have a model that meets the needs of someone who wants a Garmin (though Garmin is expanding down into their space), and they'll never have the integration the "cool-accessory" market wants.
As a Garmin user (Fenix 3 HR), I find it indispensable on my rides, swims, runs, etc. Nothing works better with the same battery life and integration. The notifications are kinda nice, but honestly the fitness part of it matters far more.
Apple clearly has been moving in the fitness watch direction, but it's unlikely they'll get the same performance because they're unwilling to sacrifice svelte design (dedicated altimeter, GPS, temperature, extra radios plus long-life battery take more space). Even in the current watch they have about 1/3 the battery life using GPS. Of course that's fine for a lot of people, but there's a healthy number who want more.
I think the final layout will be Apple/Samsung with a large majority of the market, and sports specialists (Garmin) having the rest, but that segment being quite strong and healthy over the long term. Where that leaves Fitbit, I don't know. They don't have a model that meets the needs of someone who wants a Garmin (though Garmin is expanding down into their space), and they'll never have the integration the "cool-accessory" market wants.