"It will take a while to tell what's really disruptive," Richard Dasher, a Stanford University professor who studies innovation, said at a talk this week at the Foreign Correspondents' Club of Japan.
A successful smartwatch with fitness functions could impact lower-end fitness bands in the same way that camera-equipped smartphones eroded consumer demand for compact digital cameras, Dasher said.
By the same token, traditional watchmakers could also take a hit.
"In a very good way, I think the watch market could be disrupted in the sense that watchmakers should seriously consider how to make a smartwatch, or at least partner with a company to design and manufacture one," Llamas wrote.
"Apple Watch is the most personal device we've ever created," CEO Tim Cook said during the launch event.
Only time will tell whether users want to get that close to the Cupertino company.
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