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Domestic and foreign IT giants and capital compete for the layout of wearable devices

addDate:2016-08-10     From:YiLiHua    Keywords:YiLiHua     Views:1087
With the growth of smartphones and tablets slowing, wearable devices will become a new growth point for the consumer electronics industry. Various wearable products such as smart watches, smart wristbands, smart glasses emerge in endlessly, but behind the prosperity, a series of problems such as less product categories, more serious homogeneity, lack of innovation are highlighted.

According to the analysis of CITIC, the domestic wearable equipment market is still in its infancy, and the industrial chain is still in its infancy. Most of the products are in the process of concept and experiment, and there are few products that can produce commercial benefits. But on the other hand, it is also the time of industry opportunity when the whole wearable market has not yet taken shape and the business model is not fully clear.

The new favorite of the consumer electronics industry

According to IDC data, there will be more than 19 million wearable devices worldwide in 2014, three times as many as in 2013. From now to 2018, the shipment of wearable equipment will have a compound annual growth rate of 78.4%, and ultimately reach 111.9 million world shipments in 2018.

On the domestic market, according to statistics, China's wearable equipment market reached 900 million yuan in 2013, an increase of 80% over the previous year. It is expected that China's wearable equipment market will continue to expand to 2.2 billion yuan in 2014.

In terms of market demand, according to the latest survey by the Consumer Electronics Association of America, 13% of consumers will be willing to buy wearable fitness equipment in the next 12 months, quadrupling from 3% in the same period last year. In China, according to the Research Report of wearable equipment users released by Baidu, 90% of users intend to buy wearable equipment. This shows that the demand and scale of wearable devices are continuously expanding.

Wearable devices have become the new darling of the consumer electronics industry as Google Glass, Pebble smart watches, Jawbone Up and a series of other star products have sprung up. From the global market point of view, Google, Apple, Samsung and other major technology manufacturers are ahead of schedule in the field of wearable equipment, China is also led by Baidu, Shanda and other companies, set off a wearable revolution. At present, wearable devices mainly include watches, bracelets, glasses, rings, wallets, health peripherals and other types.

From the perspective of industrial chain, the upstream of wearable industry mainly includes sensors, chips, materials, displays, and so on, in which the sensor is the core; the midstream is mainly interactive solutions, including cloud technology, voice technology; the downstream terminal equipment of industrial chain is the dominant market and the competition is fierce.

Domestic and foreign IT giants and capital competing for layout

In foreign countries, wearable devices are sought after by IT giants and capital at home and abroad.

In May 2013, Jawbone paid $100 million for its competitor, wearable health product factory BodyMedia; in the third quarter of 2013, Microsoft reported plans to buy assets and patents from Osterhout Design Group (ODG) for $200 million to speed up access to the wearable device market; meanwhile, Google confirmed that it was right. The acquisition of smart watch enterprise WIMM Labs team has promoted the progress of Google smart watch project.

In March 2014, the three IT giants, Intel, Google and Facebook, simultaneously announced investments in wearable devices. Intel's investment target is Basis Science, a maker of wearable health-tracking devices, for about $100 million; Facebook acquired Oculus VR, a virtual-reality glasses maker, for $2 billion, the first time that Facebook acquired a hardware maker; Google acquired Luxottica Group, a well-known Italian glasses maker. Cooperation has begun to seek help from professional glasses manufacturers.

The giant's acquisitions are aimed at strengthening its technological leadership and, more importantly, at meeting expected market competition, completing product, application and ecological pre-positioning.

In terms of investment, Fitbit, a wearable technology manufacturer, received $43 million in soft-bank collar financing in August 2013 to speed up new product development and expand retail networks, and plans to expand product sales to the entire international market, including the Asia-Pacific region. Jawbone Up, one of its main competitors, raised $113 million in debt plus equity to improve the supply of existing products and meet the growth of customer demand.

In addition, the creation of several wearable funds has further accelerated the giant's efforts to create an ecosystem in the wearable market: in April 2013, Google Ventures joined Andreessen Horowitz and KPCB to set up the Glass Collective platform to provide funds and services for Google Glass application developers; in June 2013, Leap Motion had a high number of investors. Foxconn announced in December 2013 that it would set up an investment fund of about NT $200 million to help start-ups set up Leap Motion technology platforms and promote the application of gesture recognition technology to education, safety, health care and other industries. Develop new wearable technologies, devices, and software applications to reach the future of software, cloud computing, telecommunications services, and intelligence.

With the growing global wearable equipment market, China's major technology companies have begun to layout the wearable equipment field.
Since 2013, Baidu, Shanda and Qihoo 360 have all taken action on wearable devices. Baidu has established its own wearable equipment brand "dulife", launched Boom Band intelligent bracelet, MUMUMU blood pressure meter, Latin intelligent physique measuring instrument and other products; 360 launched "360 child guard" bracelet, product for children groups, shape between the bracelet and watch; Shengda's fruit shell electronics released two intelligent wearable equipment It includes smart ring GEAK ring and smart watch GEAK Watch.

Overall, from the current situation, wearable devices will be defined by the giant market, Google, Apple, Samsung and other industrial giants as well as Dell, Asus and other traditional PC manufacturers and Shanda, Baidu and other Internet companies have entered the layout, leaving little opportunity for start-ups.

In the domestic capital market, angel investment institutions, venture capital institutions have also been deployed in the wearable field, mainly in the downstream equipment field. According to the incomplete statistics of CITIC, there have been 30 investment cases in wearable industry since 2013. The products mainly focus on watches, bracelets, medical and health fields. The investment of PreAngel, Shenzhen Venture Capital and Ino Angel is more active.

Opportunities and challenges coexist

If 2013 is the first year of the wearable industry, then 2014 will be a year of vigorous innovation in the wearable industry.

First of all, in terms of policy environment, wearable products will be supported by more policies to encourage innovative industries in the deepening implementation of innovation-driven development strategy in 2014; secondly, from the perspective of development prospects, the strong advantages of wearable products will be greatly enjoyed by consumers in 2014, when the technology industry moves towards intelligence, digitization and mobility. Thirdly, in terms of market demand, wearable products have become one of the most anticipated products by consumers in the further popularization of intelligent technology in 2014. Finally, from the perspective of profit margin, in 2014, when China's economy is in the process of transformation and upgrading, the intelligent wearable industry has a high growth rate and can tap a large profit margin.

At the same time, compared with the foreign market with high innovation and high technology level and rich product variety, the domestic wearable equipment market has fewer products and serious homogeneity, mainly in the form of bracelets, watches, glasses and other products, which are distributed in entertainment, leisure, fitness, medical and health fields. On the other hand, the current wearable equipment market in China is basically similar to the previous Internet and mobile Internet development path in terms of actual technology path selection, that is, most of the domestic wearable products are still replicating foreign projects to do at home, imitation color is too strong, lack of genuine originality. Sex. In addition, some important links in the industrial chain, such as sensors, interactive technology, precision manufacturing processes and processes also need to be upgraded.

According to the analysis of CITIC, the domestic wearable equipment market is still in its infancy, and the industrial chain is still in its infancy. Most of the products are in the process of concept and experiment, and there are few products that can produce commercial benefits. But on the other hand, it is also the time of industry opportunity when the whole wearable market has not yet taken shape and the business model is not fully clear. In the process of market exploration, if we can find the real needs and interests of users, and produce wearable devices that can solve practical problems and conform to users'habits, it is easy to dominate and lead a new era. It is expected that in the future, with the progress of science and technology and the renewal of people's ideas, the wearable equipment market will develop rapidly and gradually mature, especially in sports, fitness, medical and health fields.
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