全球可穿戴设备市场前景及投资研究报告-外文版培训课件小米苹果

DIGITAL

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TRENDSWearablesCHAPTER

01OverviewWearablesunitshipmentsworldwidefrom2014to2028(inmillions)Totalwearabledeviceunitshipmentsworldwide2014-2028700645.7632.3614.1590.76005004003002001000559.7533.6506.6492.1444.7346.4172.22018115.42017102.4201681.928.82014201520192020202120222023*202420252026202720283Description:In2024,globalshipmentsofhearables,watches,wrist-bands,andotherwearableswereforecasttoreacharound560millionunits.Thisisa10.5prcentpercentyear-over-yeardecreasecomparedtothepreviousyear.

ReadmoreNote(s):Worldwide;2014to2028;*2023figurewascalculatedbySource(s):IDC;basedonthe2023-2024growthrate(10.5%)providedbythesource

ReadmoreGlobalwearabledeviceshipmentsfrom2021to2028,byproductcategory(inmillions)Wearabledeviceshipmentsworldwide2021-2028,byproductcategoryEarwearSmartwatchWristbandClothingGlassesRingsOthers1,2001,0008006004002000230

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675374.28365.91358.46438.05350.97343.828.6729.129.7930.6731.82.7833.781.9655.2208.6339.02203.69196.66187.48176.7165.23135.83151.87402.252028*382.4393.792027*367.852025*339.622021341.552023347.282024*322.7420222026*4Description:Thehighestshipmentvolumeinthewearabledevicessegmentwasseenamongearwears,withover347millionunitsexpectedtobeshippedin2024.Smartwatchesfollowed,withshipmentsforecasttoreachover208millionunitsby2028.

ReadmoreNote(s):Worldwide;2021to2024;*ForecastReadmoreSource(s):IDCRevenueofthedigitalfitness&well-beingdevicemarketworldwidefrom2019to2028,bysegment(inbillionU.S.dollars)Digitalfitness&well-beingdevicemarketrevenueworldwide2019-2028,bysegmentSmartwatchesSmartbandsSmartScales51.5870605040302010062.4658.7455.1647.9444.1540.1938.0335.8432.632.0429.3826.0823.7422.7819.5216.47202214.6111.782.518.614.184.484.724.973.893.213.213.552.32019202020212023202420252026202720285Description:Overthelasttwoobservations,therevenueisforecasttosignificantlyincreaseinallsegments.Thisreflectstheoveralltrendthroughouttheentireforecastperiodfrom2019to2028.Itisestimatedthattheindicatoriscontinuouslyrisinginallsegments.Inthisregard,theSmartwatchessegmentachievesthehighestvalueof62.46billionU.S.dollarsin2028.ReadmoreNote(s):Worldwide;2019to2028Source(s):DigitalMarketInsightsAveragerevenueperunit(ARPU)inthedigitalfitness&well-beingsegmentofthedigitalhealthmarketWorldwidefrom2018to2028ARPUinthedigitalfitness&well-beingmarketWorldwide2018-2028120100806040200201820192020202120222023202420252026202720286Description:Theglobalindicator'AverageRevenueperUserbymarket'inthe'DigitalFitness&Well-Being'segmentofthedigitalhealthmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal14.6U.S.dollars(+17.69percent).Aftertheeighthconsecutiveincreasingyear,theindicatorisestimatedtoreach97.16U.S.dollarsandthereforeanewpeakin2028.ReadmoreNote(s):Worldwide;2018to2028Source(s):MarketInsightsCHAPTER

02SegmentsRevenueofthesmartwatchesmarketworldwidefrom2019to2028(inbillionU.S.dollars)Revenueofthesmartwatchesindustryworldwide2019-202870605062.4658.7455.1651.5847.9444.1540.1938.0340302010032.0423.7420192020202120222023202420252026202720288Description:Theglobalrevenueinthe'Smartwatches'segmentofthedigitalhealthmarketwasforecasttocontinuouslyincreasebetween2023and2028byintotal18.3billionU.S.dollars(+41.45percent).Aftertheninthconsecutiveincreasingyear,theindicatorisestimatedtoreach62.46billionU.S.dollarsandthereforeanewpeakin2028.Notably,therevenueofthe'Smartwatches'segmentofthedigitalhealthmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2019to2028Source(s):DigitalMarketInsightsRevenuegrowthofthesmartwatchesmarketworldwidefrom2019to2028Revenuegrowthofsmartwatchesworldwide2019-202840%35%35%28.56%30%25%20%15%10%5%18.68%9.85%20238.59%20247.58%20256.95%20266.48%20276.33%20285.69%20220%2019202020219Description:Theglobalrevenuechangeinthe'Smartwatches'segmentofthedigitalhealthmarketwasforecasttocontinuouslydecreasebetween2023and2028byintotal3.5percentagepoints.Accordingtothisforecastin2028,theindicatorwillhavedecreasedforthefifthconsecutiveyearto6.33percent.ReadmoreNote(s):Worldwide;2019to2028Source(s):DigitalMarketInsightsShareofsmartwatchshipmentsfrom2020to2022,byregionSmartwatchshipments2020-2022,byregionNorthAmericaChinaIndiaRestofworld120%100%80%60%40%20%0%31%37%28%3%10%24%21%19%27%33%30%28%20202021202210Description:In2022,NorthAmericaandIndiawerethelargestsmartwatchmarkets,occupying28percentand21percentofthemarket,respectively.Chinafollowedinthethirdplaces,representing19percentofglobalsmartwatchmarketIndia'sshareofshipmentsgrewfrom3percentin2020to21percentin2022,markingasignificantgrowthofIndia'ssmartwatchmarket.ReadmoreNote(s):Worldwide,NorthAmerica,China,India;2020to2021Source(s):CounterpointResearchRevenueoftheheadphonesmarketworldwidefrom2018to2028(inmillionU.S.dollars)Revenueoftheheadphonesindustryworldwide2018-202825,00020,00015,00010,0005,00002018201920202021202220232024202520262027202811Description:Theglobalrevenueinthe'Headphones'segmentoftheconsumerelectronicsmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal1.8billionU.S.dollars(+9.94percent).Accordingtothisforecastin2028,theindicatorwillhaveincreasedforthesixthconsecutiveyearto19.8billionU.S.dollars.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsRevenuegrowthoftheheadphonesmarketworldwidefrom2019to2028Revenuegrowthofheadphonesworldwide2019-202825%21.7%20%15%10%5%4.7%4.45%3.97%2.42%2.34%2.27%2.59%2.39%0%-5%-10%-15%-20%-15.27%202220192020202120232024202520262027202812Description:Theglobalrevenuechangeinthe'Headphones'segmentoftheconsumerelectronicsmarketwasforecasttodecreasebetween2024and2028byintotal0.03percentagepoints.Thisoveralldecreasedoesnothappencontinuously,notablynotin2027.Theindicatorisestimatedtoamountto2.39percentin2028.ReadmoreNote(s):Worldwide;2019to2028Source(s):ConsumerMarketInsightsUnitshipmentsofheadphonesworldwidefrom2013to2022(inmillions)Worldwideshipmentsofheadphones2013-20226005535495485004003002001000445380.7363349331.3309.5286201320142015201620172018201920202021202213Description:Globalheadphoneunitshipmentshasgrownconsiderablyfrom2013to2022.In2022,553millionheadphoneswereshippedworldwide,upfromaround309.5millionrecordedatthebeginningofthegivenperiod.

ReadmoreNote(s):Worldwide;2013to2022Source(s):FuturesourceCHAPTER

03CompaniesWearablesunitshipmentsworldwidefrom2014to2022(inmillions),byvendorWearablesunitshipmentsworldwide2014-2022,byvendorAppleXiaomiHuaweiSamsungFitbitGarminFossilImagineMarketingOther600500400300200100020142015201620172018201920202021202215Description:In2022,Applewastheleadingwearabledevicevendors,witharound146.3millionglobalunitsshipped.ApplewasfollowedbySamsungandXiaomi,whichshippedaround43.1millionand34.7shipmentsworldwide,respectively.

ReadmoreNote(s):Worldwide;2014to2022Source(s):IDCWearablesunitshipmentsworldwidebyvendorfrom1stquarter2014to3rdquarter2023(inmillions)Quarterlywearablesshipmentsworldwide2014-2023,byvendorAppleXiaomiHuaweiSamsungFitbitBoAtGarminJawboneBBKLifesenseFossilImaginemarketingOther180160140120100806040200Q1

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'2316Description:Appleistheleadingvendorintermsofworldwidewearablesunitshipments,withatotalunitshipmentofalmost30millionunitsinthethirdquarterof2023.ReadmoreNote(s):Worldwide;Q12014toQ32023Source(s):IDCMarketshareofwearablesunitshipmentsworldwidefrom2014to2022,byvendorWearablesshipmentsworldwidemarketshare2014-2022,byvendorApple33.4%XiaomiHuaweiSamsungFitbitGarmin39%FossilImaginemarketingOthers120%100%80%60%40%20%0%33.8%32.9%36.2%3.6%37.5%41.9%42%41.7%2.9%9%4.6%9.1%7%5%9%4.7%11.4%4.3%7.8%6.9%6.3%5.9%22%6%8.8%6.8%7.1%7.1%9.8%8.3%12%26.8%8%11.4%3.4%10.2%13.1%37.9%3.9%11.9%4.3%14.7%15.4%34.1%202032.2%201930.3%202129.7%202227%24.5%20179.2%4%201414.2%201510.5%2016201817Description:ThewearabledeviceindustryisdominatedbyApple,Xiaomi,Samsung,andHuawei.In2022,Applewastheleadingwearablesvendor,occupying29.7percentofthemarket.PriortoApplebecomingtheleadingwearabledevicesvendorin2017,Fitbitwasthemarketleaderwithmarketsharescloseto40percent.ReadmoreNote(s):Worldwide;2014to2022Source(s):IDCMarketshareofwearablesunitshipmentsworldwidefrom1stquarter2014to3rdquarter2023,byvendorWearablesshipmentsworldwidemarketshare2014-2023,byvendorAppleXiaomiHuaweiSamsungFitbitBoAtGarminJawboneBBKLifesenseFossilImaginemarketingOther120%100%80%60%40%20%0%18Description:Appleisestablishingasolidholdonwearabledeviceunitshipmentswith20.2percentinthethirdquarterof2023,dominatingthemarket.ReadmoreNote(s):Worldwide;2014to2023Source(s):IDCLargestpatentownersinwearablesworldwidefrom2012to2021,bynumberofactivepatentfamiliesCompanieswiththemostwearablespatentsworldwide2012-2021SamsungSonyMicrosoftAlphabetLGElectronicsMetaApplePhilipsHuaweiMagicLeap4,5004,0003,5003,0002,5002,0001,5001,00050002012201320142015201620172018201920202021ReportingDate19Description:AsofDecember2021,Samsungwasthebiggestownerofactivepatentsinthefieldofwearables.Thecompanyownedover4,088patentfamilies,whichisover2,000patentfamiliesmorethantherunner-up.SonyownedthesecondmostactivefamiliesandMicrosoftthethirdmost.In2020,SonysurpassedMicrosoft.Samsunghasbeentheleadingcompanybythenumberofactivepatentfamiliesforclosetosevenyearsduetotheexceptionalgrowthofitsportfoliowhichstartedin2014.[...]

ReadmoreNote(s):Worldwide;2012toDecember31,2021;*Apatentfamilyisdefinedasagroupofpatentdocumentsallofwhichhavethesamesetofpriorities.I.e.,itisagroupofpatentdocumentsthatprotectthesameinventionacrossauthorities.The[...]

ReadmoreSource(s):LexisNexisPatentSightSmartwatchmarketshareworldwidefrom2020to2022,byvendorGlobalsmartwatchmarketshare2020-2022,byvendorAppleSamsungHuaweiImooAmazfit32.6%GarninFitbitMiNoiseFossilFire-BolttboAtOthers35%30%25%20%15%10%5%32.9%30%29.4%28.6%22.4%10.7%8.9%10.1%6.9%9.8%7.4%5%4.9%6.4%5%5.7%4.3%5.8%

5.7%3.9%4.6%4.1%4.1%3.6%3.5%2.2%1.5%0%20202021202220Description:In2022,Appleledtheglobalsmartwatchmarket,holdingaround30percentofthemarket.Thisvaluewasslightlylowerthanthebrand'ssharein2021(32.6percent).ApplewasfollowedbySamsung(10.1percent),Huawei(6.9percent),andNoise(5.8percent).ReadmoreNote(s):2020to2022Source(s):CounterpointResearchQuarterlysmartwatchunitshipmentshareworldwidefrom2018to2023,byvendorSmartwatchunitshipmentshareworldwide2018-2023,byvendorAppleSamsungHuaweiimooFitbitAmazfitNoiseFireBolttOthers120%100%80%60%40%20%0%32%35%37%37%41%42%42%44%6%46%47%49%48%48%4%51%50%51%56%57%56%59%

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22%Q1'18Q2'18Q3'18Q4'18Q1'19Q2'19Q3'19Q4'19Q1'20Q2'20Q3'20Q4'20Q1'21Q2'21Q3'21Q4'21Q1'22Q2'22Q3'22Q4'22Q1'23Q2'23Q3'23Q4'2321Description:Appleistheleadingcompanyinthesmartwatchindustryintermsofshipmentshare,accountingfor31percentofworldwideshipmentsasofthefourthquarterof2023.ThiswasfollowedbyHuaweiwithninepercentofthemarketshare.

ReadmoreNote(s):Worldwide;2018to2023Source(s):CounterpointResearchCHAPTER

04ConsumptionWearabledevicesownershipinselectedcountriesasofDecember2023Wearabledevicesownershipinselectedcountries2023WearablesownershipNowearablesownership100%90%80%70%60%50%40%30%20%10%0%45%48%52%48%52%51%58%58%59%59%60%69%55%49%42%42%41%41%40%31%IndiaChina(Mainland)UnitedKingdomSwedenGermanyNetherlandsCanadaUnitedStates

SouthKoreaofAmericaBrazil23Description:ThedisplayeddataonwearablesownershipshowsacountrycomparisonfromtheConsumerInsightsGlobalsurvey.Some41percentofrespondentsintheUnitedStatesstatedthattheirhouseholdownswearables(e.g.smartwatch,health/fitnesstracker),asofDecember2023.ReadmoreNote(s):Brazil,Canada,China,Germany,India,SouthKorea,Netherlands,Sweden,UnitedKingdom,UnitedStates;JanuarytoDecember2023;2,017-10,045respondents,differsbycountry;18-64yearsSource(s):ConsumerInsightsWearabledevicesusageinselectedcountriesasofMarch2024Wearabledevicesusageinselectedcountries2024WearablesusageNowearablesusage100%90%80%70%60%50%40%30%20%10%0%50%54%46%58%42%63%65%66%66%68%68%72%50%37%35%34%34%32%32%28%IndiaChina(Mainland)UnitedKingdomSwedenGermanySouthKorea

Netherlands

UnitedStatesofAmericaCanadaBrazil24Description:ThedisplayeddataonwearablesusageshowsacountrycomparisonfromtheConsumerInsights.AsofMarch2024,Some46percentofrespondentsinChinastatedthattheypersonallyusewearables(e.g.smartwatch,health/fitnesstracker).Thesurveywasconductedin2024.ꢀLookingtogainfurthervaluableinsightsintothismatter?CheckoutshareofeHealthtracker/smartwatchownersin56countriesandterritoriesworldwidetoseehowconsumersaroundtheglobeare[...]

ReadmoreNote(s):Brazil,Canada,China,Germany,India,SouthKorea,Netherlands,Sweden,UnitedKingdom,UnitedStates;April2023toMarch2024;2,020-10,059respondents,differsbycountry;18-64yearsSource(s):ConsumerInsightsNumberofusersofsmartwatchesworldwidefrom2019to2028(inmillions)Numberofusersofsmartwatchesworldwide2019-2028240230220210230.85229.64228.48226.89224.31219.43211.58202.6200190180170160150140186.92148.74201920202021202220232024202520262027202825Description:Theglobalnumberofusersinthe'Smartwatches'segmentofthedigitalhealthmarketwasforecasttocontinuouslyincreasebetween2023and2028byintotal11.4millionusers(+5.2percent).Aftertheninthconsecutiveincreasingyear,theindicatorisestimatedtoreach230.85millionusersandthereforeanewpeakin2028.Notably,thenumberofusersofthe'Smartwatches'segmentofthedigitalhealthmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2019to2028Source(s):DigitalMarketInsightsMostusedeHealthtracker/smartwatchesbybrandintheU.S.asofMarch2024MostusedeHealthtracker/smartwatchesbybrandintheU.S.2024Shareofrespondents30%0%10%20%40%50%60%AppleFitbit59%26%SamsungGoogleAmazfitASUSGarminLG21%11%8%8%8%8%Fossil6%HuaweiHonorXiaomi/MiMisfit4%3%3%2%26Description:With59percent,AppleisthemostpopularbrandforpersonalsmartwatchesandeHealthorfitnesstrackersamongU.S.consumers.InsecondplacefollowsFitbitwith26percentofrespondents.Theseresultsarebasedonarepresentativeonlinesurveyconductedin2024among3,206consumersintheUnitedStates.ReadmoreNote(s):UnitedStates;April2023toMarch2024;3206respondents;18-64years;respondentswhousefitnesstrackers,smartwatcheswithfitnessfunction,motiontrackersorsleeptrackingsystemsSource(s):ConsumerInsightsMostusedeHealthtracker/smartwatchesbybrandintheUKasofMarch2024MostusedeHealthtracker/smartwatchesbybrandintheUK2024Shareofrespondents20%0%10%30%40%50%AppleFitbit46%28%SamsungGarminGoogleAmazfitHuaweiASUS15%8%5%4%4%3%Fossil2%2%LGHonorMisfitMobvoi1%1%1%27Description:With46percent,AppleisthemostpopularbrandforpersonalsmartwatchesandeHealthorfitnesstrackersamongUKconsumers.InsecondplacefollowsFitbitwith28percentofrespondents.Theseresultsarebasedonarepresentativeonlinesurveyconductedin2024among1,696consumersintheUK.ReadmoreNote(s):UnitedKingdom;April2023toMarch2024;1696respondents;18-64years;respondentswhousefitnesstrackers,smartwatcheswithfitnessfunction,motiontrackersorsleeptrackingsystemsSource(s):ConsumerInsightsMostusedeHealthtracker/smartwatchesbybrandinGermanyasofMarch2024MostusedeHealthtracker/smartwatchesbybrandinGermany2024Shareofrespondents15%

20%0%5%10%25%30%35%AppleSamsungFitbit35%22%15%GarminAmazfitHuaweiAdidasXiaomi/MiASUS8%7%7%5%4%3%3%3%FossilGoogleDenverHonor2%1%28Description:With35percent,AppleisthemostpopularbrandforpersonalsmartwatchesandeHealthorfitnesstrackersamongGermanconsumers.InsecondplacefollowsSamsungwith22percentofrespondents.Theseresultsarebasedonarepresentativeonlinesurveyconductedin2024among2,070consumersinGermany.ReadmoreNote(s):Germany;April2023toMarch2024;2070respondents;18-64years;respondentswhousefitnesstrackers,smartwatcheswithfitnessfunction,motiontrackersorsleeptrackingsystemsSource(s):ConsumerInsightsMostusedheadphonesbybrandintheU.S.asofMarch2024MostusedheadphonesbybrandintheU.S.2024Shareofrespondents0%5%10%15%20%25%30%35%40%AppleBeats39%18%BoseJBL14%14%SamsungSony13%11%LGSkullcandyAnker8%8%5%5%AudioTechnicaBowers&WilkinsPanasonicPhilips4%4%4%29Description:WeaskedU.S.consumersabout"Mostusedheadphonesbybrand"andfoundthat"Apple"takesthetopspot,while"Marshall"isattheotherendoftheranking.ReadmoreNote(s):UnitedStates;April2023toMarch2024;5987respondents;18-64years;respondentswhouseheadphonesSource(s):ConsumerInsightsMostusedheadphonesbybrandintheUKasofMarch2024MostusedheadphonesbybrandintheUK2024Shareofrespondents0%5%10%15%20%25%30%35%AppleSamsungSony32%12%12%Beats11%BoseJBL8%8%Anker4%JVC4%4%4%SennheiserSkullcandyAKG3%3%3%Bang&OlufsenPanasonic30Description:WeaskedUKconsumersabout"Mostusedheadphonesbybrand"andfoundthat"Apple"takesthetopspot,while"Marshall"isattheotherendoftheranking.ReadmoreNote(s):UnitedKingdom;April2023toMarch2024;2657respondents;18-64years;respondentswhouseheadphonesSource(s):ConsumerInsightsMostusedheadphonesbybrandinGermanyasofMarch2024MostusedheadphonesbybrandinGermany2024Shareofrespondents0%5%10%15%20%25%30%AppleJBL29%19%SamsungBose12%9%9%SonyBeatsSennheiserPhilips6%6%5%Bang&OlufsenBeyerdynamicJabra3%3%3%Bowers&WilkinsJVC2%2%31Description:WeaskedGermanconsumersabout"Mostusedheadphonesbybrand"andfoundthat"Apple"takesthetopspot,while"Teufel"isattheotherendoftheranking.ReadmoreNote(s):Germany;April2023toMarch2024;3961respondents;18-64years;respondentswhouseheadphonesSource(s):ConsumerInsightsCHAPTER

05Specialfocus:XRdevicesAR/VRB2Cmarketrevenueworldwidefrom2017to2027,bysegment(inbillionU.S.dollars)AR/VRB2Cmarketrevenueworldwide2017-2027,bysegmentARSoftwareVRHardwareARHardwareARAdvertisingVRSoftwareVRAdvertising1816141210864202017201820192020202120222023202420252026202733Description:Significantfluctuationsareestimatedforallsegmentsovertheforecastperiodfortherevenue.Overall,theindicatorappearstofollowapositivetrend,astherearemoreincreasingvaluesthandecreasingvaluesexpectedintheindividualsegmentsuntil2027.Amongthem,thesegmentARSoftwareachievestherelativelyhighestvaluethroughouttheentireperiod,reaching16.02billionU.S.dollars.ReadmoreNote(s):Worldwide;2017to2027Source(s):Advertising&MediaInsightsRevenueoftheVRheadsetsmarketworldwidefrom2018to2028(inbillionU.S.dollars)RevenueoftheVRheadsetsindustryworldwide2018-2028141210811.4511.2111.1310.489.959.188.066.1164203.422.271.72018201920202021202220232024202520262027202834Description:Theglobalrevenueinthe'VRHeadsets'segmentoftheconsumerelectronicsmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal1.5billionU.S.dollars(+15.08percent).Afterthetenthconsecutiveincreasingyear,theindicatorisestimatedtoreach11.45billionU.S.dollarsandthereforeanewpeakin2028.Notably,therevenueofthe'VRHeadsets'segmentoftheconsumerelectronicsmarketwascontinuous