Indeed. These sensors are the impressive part of wearables, it will be tough to build a differentiated product on top. Invensense becomes the Apple/Samsung, a

Indeed. These sensors are the impressive part of wearables, it will be tough to build a differentiated product on top. Invensense becomes the Apple/Samsung, and the wearable maker becomes an app, but with hardware development timelines and costs. The way to win is if someone can make a "killer app", and continue to innovate faster than competitors simply copying what works.