Nyob rau hauv tag nrho cov neeg siv khoom siv hluav taws xob kev lag luam poob qis hauv 2022, cov khoom xa tuaj ntawm lub xov tooj ntawm tes tau thim rov qab mus rau theem ob peb xyoos dhau los, TWS (lub mloog pob ntseg wireless tiag tiag) kev loj hlob qeeb cua tsis tau lawm, thaum smartwatches tau tiv thaiv kev lag luam cua txias.
Raws li tsab ntawv ceeb toom tshiab los ntawm kev lag luam tshawb fawb tuam txhab Counterpoint Research, kev xa khoom mus rau lub ntiaj teb smartwatch kev lag luam tau nce 13% xyoo dhau los hauv lub quarter thib ob ntawm xyoo 2022, nrog rau Is Nrias teb lub smartwatch kev lag luam loj hlob ntau dua 300% xyoo dhau ib xyoo los tshaj Tuam Tshoj. nyob rau hauv qhov chaw thib ob.
Sujeong Lim, tus lwm thawj coj ntawm Counterpoint, tau hais tias Huawei, Amazfit thiab lwm lub npe nrov hauv Suav teb tau pom tias tsis muaj kev loj hlob ntawm YoY lossis poob qis, thiab kev lag luam smartwatch tseem nyob ntawm txoj hauv kev rau kev loj hlob noj qab haus huv muab 9% YoY poob hauv lub lag luam smartphone dhau. tib lub sijhawm.
Hauv qhov no, Sun Yanbiao, tus thawj coj ntawm Thawj Lub Tuam Txhab Xov Tooj Kev Lag Luam Kev Lag Luam, tau hais rau Tuam Tshoj Xov Xwm Lag Luam hais tias tus kab mob ntsws tshiab tau ua rau cov neeg siv khoom ntxiv dag zog rau lawv txoj kev noj qab haus huv (xws li saib xyuas cov ntshav oxygen thiab lub cev kub), thiab lub ntiaj teb smartwatch. kev ua lag luam yuav zoo li tawg hauv thawj ib nrab xyoo tom ntej.Thiab Steven Waltzer, tus kws tshuaj ntsuam xyuas kev lag luam loj rau cov kev pabcuam thoob ntiaj teb wireless zoo ntawm kev lag luam tshawb fawb lub tuam txhab Strategy Analytics, tau hais tias, "Lub khw muag khoom hauv Suav teb yog segmented raws li cov xwm txheej thov, thiab ntxiv rau cov thawj coj xws li Genius, Huawei thiab Huami, OPPO, Vivo, realme, oneplus thiab lwm lub lag luam tseem ceeb hauv Suav teb tseem tab tom ua inroads rau hauv smartwatch circuits, thaum me me thiab nruab nrab cov neeg muag khoom smartwatch tseem tab tom taug kev mus rau hauv lub lag luam ntev ntev, uas tseem muaj kev saib xyuas kev noj qab haus huv thiab tsawg dua. kim."
"Kev Tsov Rog ntawm Lub Dab teg"
Cov kws tshaj lij digital thiab tus kws tshuaj xyuas Liao Zihan pib hnav smartwatches hauv 2016, los ntawm thawj Apple Watch mus rau Huawei Watch tam sim no, thaum lub sijhawm nws tsis tshua tso lub smartwatch ntawm nws lub dab teg.Dab tsi ua rau nws xav tsis thoob yog tias qee cov neeg tau nug cov lus nug ntawm pseudo-thov ntawm smartwatches, teasing lawv li "loj smart bracelets".
"Ib qho yog los ua lub luag haujlwm ntawm cov ntaub ntawv ceeb toom, thiab lwm qhov yog ua kom tsis muaj kev saib xyuas lub cev los ntawm cov xov tooj ntawm tes."Liao Zihan tau hais tias cov neeg nyiam ua kis las uas xav paub txog lawv txoj kev noj qab haus huv yog cov neeg siv lub hom phiaj tiag tiag ntawm cov watches ntse.Cov ntaub ntawv cuam tshuam los ntawm Ai Media Consulting qhia tau hais tias ntawm ntau lub luag haujlwm ntawm smart watches, kev saib xyuas cov ntaub ntawv kev noj qab haus huv yog qhov feem ntau siv los ntawm cov neeg siv tshuaj ntsuam xyuas, suav txog 61.1%, tom qab los ntawm GPS qhov chaw (55.7%) thiab kev ntaus kis las muaj nuj nqi (54.7% ).
Nyob rau hauv Liao Zihan lub tswv yim, smartwatches feem ntau muab faib ua peb pawg: ib qho yog menyuam yaus lub moos, xws li Xiaogi, 360, thiab lwm yam, uas tsom rau kev nyab xeeb thiab kev sib raug zoo ntawm cov menyuam yaus;ib tug yog kev ntse watches zoo li Jiaming, Amazfit thiab Keep, uas coj txoj kev ntawm sab nraum zoov kev ua si nawv thiab yog taw qhia rau cov neeg tshaj lij thiab yog kim heev;thiab ib qho yog smart watches launched los ntawm smartphone manufacturers, uas yog suav hais tias yog cov xov tooj ntawm tes Lub complementary ntawm cov xov tooj ntse.
Hauv 2014, Apple tau tso tawm thawj tiam ntawm Apple Watch, uas tau teeb tsa ib puag ncig tshiab ntawm "kev ua tsov rog ntawm dab teg".Tom qab ntawd cov tuam txhab xov tooj ntawm tes hauv tsev tau ua raws li, Huawei tau tso tawm thawj smartwatch Huawei Watch hauv 2015, Xiaomi, uas nkag mus rau cov khoom siv los ntawm cov ntse ntse, tau nkag mus rau smartwatch hauv 2019, thaum OPPO thiab Vivo nkag mus rau qhov kev ua si lig, tso cov khoom siv smartwatch. hauv 2020.
Cov ntaub ntawv hais txog kev sib tham qhia tau hais tias Apple, Samsung, Huawei thiab Xiaomi cov tuam txhab xov tooj ntawm tes mus rau hauv 8 daim ntawv teev npe thoob ntiaj teb smartwatch kev lag luam xa khoom hauv lub quarter thib ob ntawm xyoo 2022. Txawm li cas los xij, txawm hais tias cov tuam txhab hauv xov tooj hauv Android tau nkag mus rau hauv kev ua lag luam, Liao Zihan ntseeg tias. tej zaum lawv yuav tab tom nrhiav Apple thaum pib ua smart watches.
Zuag qhia tag nrho, nyob rau hauv qeb smartwatch, Android cov tuam txhab tau ua kom muaj kev noj qab haus huv thiab ntau yam txhawm rau txhawm rau cais lawv tus kheej los ntawm Apple, tab sis txhua tus muaj kev nkag siab sib txawv ntawm smartwatches."Huawei muab kev saib xyuas kev noj qab haus huv hauv thawj qhov chaw, kuj tseem muaj qhov tshwj xeeb Huawei Health Lab, hais txog nws qhov ntau thiab kev saib xyuas kev noj qab haus huv; OPPO lub tswv yim yog tias lub moos yuav tsum ua tib yam li lub xov tooj ntawm tes ua haujlwm, uas yog, koj tuaj yeem tau txais. xov tooj ntawm tes kev paub nrog lub moos; Xiaomi saib kev txhim kho kuj qeeb, qhov zoo li ua tau zoo, ntau dua ntawm tes ntiv nplhaib ua haujlwm tau hloov mus rau lub moos. " Liao Zihan tau hais.
Txawm li cas los xij, Steven Waltzer tau hais tias qhov kev tso tawm ntawm cov qauv tshiab, cov yam ntxwv zoo dua thiab cov nqi zoo dua yog cov tsav tsheb loj hlob tsav lub lag luam smartwatch, tab sis OPPO, Vivo, realme, oneplus, uas yog cov neeg tuaj lig, tseem yuav tau siv ntau lub zog yog tias. lawv xav tau ib co kev ua lag luam qhia los ntawm lub taub hau players.
Chav tsev nqi poob mus rau qhov tshwm sim?
Hais txog kev lag luam hauv cheeb tsam sib txawv, Counterpoint cov ntaub ntawv qhia tau hais tias Tuam Tshoj txoj kev lag luam smartwatch ua tau zoo nyob rau lub quarter thib ob ntawm lub xyoo no thiab tau dhau los ntawm Is Nrias teb kev lag luam, los nyob rau hauv peb, thaum cov neeg siv Asmeskas tseem yog cov neeg yuav khoom loj tshaj plaws hauv khw smartwatch.Nws yog tsim nyog hais tias Indian kev lag luam smartwatch yog hluav taws, nrog rau kev loj hlob ntawm ntau tshaj 300%.
"Lub sijhawm peb lub hlis twg, 30 feem pua ntawm cov qauv xa tawm hauv khw Indian tau raug nqi qis dua $ 50."Sujeong Lim tau hais tias, "Cov tuam txhab lag luam loj hauv zos tau tsim cov qauv tsim nqi, txo qis kev cuam tshuam rau kev nkag mus rau cov neeg siv khoom."Hauv qhov no, Sun Yanbiao kuj tau hais tias Indian smartwatch kev lag luam tau loj hlob sai heev tsis yog vim nws lub hauv paus me me, tab sis kuj vim tias Hluav Taws Xob-Boltt thiab Suab nrov hauv zos cov npe tau tsim cov Apple Watch pheej yig.
Nyob rau hauv rooj plaub ntawm cov neeg siv khoom siv hluav taws xob tsis muaj zog kev lag luam, Sun Yanbiao zoo siab txog kev lag luam zeem muag ntawm cov watches ntse uas tau tiv thaiv qhov txias snap."Peb cov txheeb cais qhia tau tias lub ntiaj teb smartwatch loj hlob 10% xyoo-rau-xyoo nyob rau hauv thawj peb lub hlis twg ntawm lub xyoo no thiab xav tias yuav loj hlob los ntawm 20% xyoo-rau-xyoo rau tag nrho lub xyoo."Nws hais tias tus kab mob ntsws tshiab mob ntsws ua rau cov neeg siv khoom tau txais kev noj qab haus huv ntau dua, lub khw muag khoom ntse hauv ntiaj teb yuav muaj lub qhov rais tshwm sim thawj ib nrab xyoo tom ntej.
Thiab qee qhov kev hloov pauv hauv Huaqiang North cov khw muag khoom hluav taws xob, ua rau Sun Yanbiao txoj kev ntseeg siab hauv qhov kev xav no."Qhov feem pua ntawm cov khw muag khoom ntse hauv Huaqiang North kev lag luam hauv xyoo 2020 yog kwv yees li 10%, thiab nws tau nce mus rau 20% hauv thawj ib nrab ntawm lub xyoo no."Nws ntseeg hais tias tib yam yog cov khoom siv coj los siv, lub sijhawm ntawm kev txhim kho cov ntse saib tuaj yeem raug xa mus rau TWS, hauv TWS kev lag luam thaum lub sijhawm kub tshaj plaws, Huaqiang North muaj 30% mus rau 40% ntawm cov khw muag khoom hauv TWS.
Nyob rau hauv Sun Yanbiao lub tswv yim, qhov nrov ntxiv ntawm dual-hom ntse watches yog ib qho laj thawj tseem ceeb rau kev tawg ntawm smart watches xyoo no.Lub npe hu ua dual-hom yog hais txog lub moos ntse tuaj yeem txuas nrog lub xov tooj ntawm tes los ntawm Bluetooth, tab sis kuj tuaj yeem ua tiav kev sib txuas lus ywj pheej xws li hu xov tooj ntawm eSIM daim npav, xws li khiav thaum hmo ntuj tsis hnav lub xov tooj ntawm tes, thiab hnav ib smart watch tuaj yeem hu thiab tham nrog WeChat.
Nws yuav tsum tau muab sau tseg tias eSIM yog Embedded-SIM, thiab eSIM card yog embedded SIM card.Piv nrog rau daim npav SIM ib txwm siv hauv xov tooj ntawm tes, eSIM daim npav embeds SIM daim npav rau hauv nti, yog li thaum cov neeg siv cov khoom siv ntse nrog eSIM daim npav, lawv tsuas yog yuav tsum qhib cov kev pabcuam online thiab rub tawm cov ntaub ntawv xov tooj mus rau eSIM daim npav, thiab tom qab ntawd cov khoom siv ntse tuaj yeem muaj kev sib txuas lus ywj pheej xws li xov tooj ntawm tes.
Raws li Sun Yanbiao, ob hom kev sib koom ua ke ntawm eSIM daim npav thiab Bluetooth hu yog lub zog tseem ceeb ntawm lub neej yav tom ntej ntse saib.Kev ywj pheej eSIM daim npav thiab cov txheej txheem sib cais ua rau lub ntsej muag ntse tsis yog "khoom ua si" ntawm nqaij qaib thiab tav, thiab lub ntsej muag ntse muaj peev xwm txhim kho ntau dua.
Nrog rau kev loj hlob ntawm thev naus laus zis, ntau thiab ntau lub tuam txhab tau sim kom paub txog kev hu xov tooj ntawm cov ntse watches.Thaum lub Tsib Hlis Ntuj xyoo no, GateKeeper tau tshaj tawm ib txhiab daus las 4G hu xov tooj saib Tic Watch, uas txhawb nqa eSIM ib qho kev sib txuas lus ntawm ob lub davhlau ya nyob twg, thiab tuaj yeem siv lub moos nkaus xwb kom tau txais thiab hu xov tooj, thiab tshawb xyuas thiab txais cov ntaub ntawv los ntawm QQ, Fishu thiab Nail. ywj siab.
"Tam sim no, cov tuam txhab lag luam xws li Zhongke Lanxun, Jieli thiab Ruiyu tuaj yeem muab cov chips xav tau rau ob hom ntse watches, thiab cov high-end tseem xav tau Qualcomm, MediaTek, thiab lwm yam. Tsis muaj kev sib tsoo, dual-mode watches yuav tau nrov nyob rau lub quarter thib plaub ntawm lub xyoo no, thiab tus nqi yuav nqis mus rau 500 yuan. "Sun Yanbiao hais.
Steven Waltzer kuj ntseeg tias tag nrho cov nqi ntawm smartwatches hauv Suav teb yuav qis dua yav tom ntej."Tus nqi tag nrho ntawm smartwatches nyob rau hauv Suav teb yog 15-20% qis dua nyob rau hauv lwm lub teb chaws loj hlob, thiab qhov tseeb tseem yog me ntsis qis dua lub ntiaj teb no qhov nruab nrab kwv yees rau tag nrho cov smartwatch ua lag luam. Raws li kev xa khoom loj hlob, peb cia siab tias tag nrho cov smartwatch wholesale nqi yuav txo. los ntawm 8% ntawm 2022 thiab 2027. "
Post lub sij hawm: Jan-11-2023
