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In my observation, the most immediate effect of the Apple watch has been that enthusiasts seem to be more willing now to show off their Polars and Garmins in "civilian" settings. To those who have been using HRM straps for years or even decades, the fitness aspects of the Apple watch feel cute at best, much like the minimalistic fitness trackers that recently created a market as always-on step counters.

The actual technology is converging. The latest offerings from all three traditions share the same feature sets: sports HRM/GPS watches now have messaging and background tracking, communication watches have added GPS and HRM and even the minimalistic always-on activity monitors have evolved into full smart watches, e.g. Fitbit Blaze.

With features converged, the key differentiator is image, which has been the main driver of the wristwatch market for almost a century. Back to normal, in a way. Apple for those who identify with business, Garmin or Polar for those who identify with enthusiast level sports and Fitbit etc for those who identify with more casual fitness. Apple feels surprisingly "Microsoft" in this group.

What remains interesting is if the fitness and sports traditions will eventually merge on the image level (with "sports" strictly higher status as in "more serious") or if those brands will end up binned away in a spartan "training geek" category that casuals would go to lengths to avoid being associated with.



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