Re: Sweat sniffing sensor?
So your personal estimates are 1/10th of what is the article rumors, but you've decided Samsung is actually selling 10x more than reported? Easy to see where your biases lie.
That said, I think the idea Apple expects to sell 40 or 50 million of these in the first year is ludicrous. I could see them reserving enough capacity to make that many chips if it is a massive hit, but they aren't going to actually order that many up front, and won't unless they're needed. Apple isn't going to put themselves into a position where they have to pay for tens of millions of unused chips if the Watch sells "only" 5 or 10 million.
After all, those chips will have a short shelf life, as undoubtedly there will be improvements on a yearly basis as with the iPhone/iPad/iPod (well at least the iPod used to be updated yearly) This wouldn't be a product people would upgrade as frequently as a phone, but however successful it is you can expect larger sales in years 2 and 3 as many people will take a "wait and see" attitude about this, especially since a smart watch is the solution to a problem most people don't have.