Apple, the Apple Watch, and the portability deficit ∞
Dan Frommer, writing for Quartz:
A big part of the iPhone’s success can likely be attributed to one decision: To finally offer it in larger sizes, matching the phones that Android rivals, such as Samsung and Motorola, have made for years. On Apple’s earnings call, CEO Tim Cook said the company saw a record number of new iPhone customers and more people switching from Android than for any of the previous three iPhone versions.
Of course, now that Apple’s met the demand for larger phones, it risks disappointing investors next time. Surely, nothing else can deliver such a big jump in sales? But perhaps the shift to larger smartphones will serve a secondary purpose. Paul Kedrosky, the financial commentator, theorized this week that Apple has created a “portability deficit”—i.e., big phones are cumbersome. This, Kedrosky posits, will prove helpful as Apple starts selling its new iPhone accessory, the Apple Watch, this April.
The portability deficit suggests that the larger the phone, the less portable. The title of Dan’s piece is “Maybe this is the real reason Apple made the iPhone bigger.” In other words, Apple made a larger phone to create the need for an Apple Watch.
I don’t know if I buy that, but I do think the Apple Watch addresses the portability deficit. Like a cell repeater, the Apple Watch helps get the message from your phone to your brain, washed through a more portable interface.
Over time, we’ll presumably be able to pack enough technology into a watch-size package that the phone itself will no longer be necessary.