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I think Rolex, Patek, AP, Lange, VC and some high end independents will do well. Stuff that that has some high engineering and hand finishing that is inherently not not easily copied. Things that there has been some serious effort in making. By effort I mean consistent brand building, engineering or watch making mastery.
The mid-tier segment is going to be the worst hit since at a point it is cooler to have an Apple Watch than a Tag Heuer or IWC mechanical. The mid-tier just seem to generic and effortless, like Casual dining.
The Rolex "tool watch" category utility is long gone, they can still do the job as any new Range Rover can, but they are mostly used for posing in the city. Real tool watches are now G-Shocks and the like.
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