Watch, and TV aren't defensive "moat like" structures intended to reinforce or barracade.
Defense, in an industry like this, is vertical integration, so more like tools such as Xcode.
The Apple watch is a luxury item and fashion statement. An advertisement and status symbol. It does not insulate or protect the appeal or practicality of other products.
As an accessory, the watch promotes deeper investment, but it's adoption is niche.
The walled garden and business partnerships of the app store to provide desirable mobile media and content that motivates actually using an iPhone for anything at all is the true moat and fortification surrounding the iPhone.
As for attacking itself as an evolutionary leap forward, Apple would need to obviate its current product line with something better that reduces dependency on said products. Phone service and phone numbers may eventually become anachronistic. At which point, phones cease to be phones, really, but the name and the digital broadband connection will still be there.
Maybe personal orbital satellites and sub-orbital high altitude personal drones will obviate today's concept of a handset? Does that sound silly, because I can't tell anymore.
Defense, in an industry like this, is vertical integration, so more like tools such as Xcode.
The Apple watch is a luxury item and fashion statement. An advertisement and status symbol. It does not insulate or protect the appeal or practicality of other products.
As an accessory, the watch promotes deeper investment, but it's adoption is niche.
The walled garden and business partnerships of the app store to provide desirable mobile media and content that motivates actually using an iPhone for anything at all is the true moat and fortification surrounding the iPhone.
As for attacking itself as an evolutionary leap forward, Apple would need to obviate its current product line with something better that reduces dependency on said products. Phone service and phone numbers may eventually become anachronistic. At which point, phones cease to be phones, really, but the name and the digital broadband connection will still be there.
Maybe personal orbital satellites and sub-orbital high altitude personal drones will obviate today's concept of a handset? Does that sound silly, because I can't tell anymore.