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Chronicles

The story behind the story

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Casio is developing a durable men's smart watch priced around $400, expected by early 2016

Casio Bets on a Watch That Is Smart  —  Japanese watchmaker hopes to outmaneuver Apple Watch's technological wizardry  —  Japanese watchmaker Casio Computer saw the potential of the wrist …

Wall Street Journal Megumi Fujikawa

Context & Ripple Effects

Casio is entering smartwatches six weeks after Google, Intel and TAG Heuer announced their luxury Android Wear partnership, and the positioning is deliberately different: where TAG Heuer's $1,400 Android Wear watch sells prestige, Casio plans a durable men's watch around $400 that bets toughness and battery life can beat the Apple Watch's feature set.

The arc holds across the corpus — Casio's rugged Android Wear watch landed in April 2016 with drop resistance and up to a month of battery life, and five years later the strategy culminated in the first G-Shock smartwatch running Wear OS at $600-$700.

First-order effects

  • Casio gives buyers a mid-tier option between the Apple Watch and TAG Heuer's $1,400 watch, competing on shock resistance and battery life rather than app wizardry.

Second-order effects

  • Google's Android Wear gains a second named watchmaker partner alongside TAG Heuer, giving the platform both a durability tier and a luxury tier to bracket Apple.

Third-order effects

  • If the pattern holds, traditional watchmakers stop trying to out-feature Apple and instead colonize niches Apple ignores — ruggedized and luxury hardware running Google's OS — a split the corpus confirms with Casio's 2021 G-Shock Wear OS launch.

The trend: Traditional watchmakers are adopting Android Wear as their entry into smartwatches, differentiating on durability and price positioning rather than matching the Apple Watch feature-for-feature.