It's Not Just About Apple's Shiny Toys
Of course, Apple grabs the headlines. They always do. But to think this is just an Apple story is to miss the point entirely. The real opportunity, I think, lies in the sprawling ecosystem that supports this revolution. While Apple provides the slick consumer-facing gadget, other, less glamorous companies are building the essential plumbing.
Take a company like Medtronic. They’ve been in the serious medical technology game for decades, long before anyone thought of putting a computer on their wrist. Their expertise in creating regulated, clinically-proven devices makes them a crucial player as wearables become more medically focused. Then you have firms like ResMed, which specialises in connecting patients and doctors remotely. They are perfectly positioned to manage the torrent of data these new devices will unleash. It’s not about one company winning, it’s about an entire industry levelling up.