I ka hāʻule ʻana o ka mākeke uila uila holoʻokoʻa i ka makahiki 2022, ua hoʻi ka hoʻouna ʻana i nā kelepona i ka pae o kekahi mau makahiki i hala aku nei, ʻaʻole lohi ka ulu ʻana o TWS (ʻoiaʻiʻo wireless stereo headphones) i ka makani, ʻoiai ua kū nā wati akamai i ka nalu anu o ka ʻoihana.
Wahi a kahi hōʻike hou e ka hui noiʻi mākeke ʻo Counterpoint Research, ua piʻi ka hoʻouna ʻana i ka mākeke smartwatch honua i ka 13% o ka makahiki ma mua o ka makahiki i ka lua o ka makahiki 2022, me ka ulu ʻana o ka mākeke smartwatch o India ma mua o 300% makahiki-ma luna o ka makahiki ma mua o Kina. ma kahi lua.
Ua ʻōlelo ʻo Sujeong Lim, ka Hope Luna Hoʻokele o Counterpoint, ua ʻike ʻo Huawei, Amazfit a me nā hōʻailona Kina nui ʻē aʻe i ka ulu ʻana a i ʻole ka emi ʻana o ka YoY, a aia nō ka mākeke smartwatch ma ke ala kūpono no ka ulu olakino ma muli o ka emi ʻana o 9% YoY i ka mākeke kelepona ma luna. ka manawa like.
Ma kēia mea, ua haʻi aku ʻo Sun Yanbiao, ka luna o ka First Mobile Phone Industry Research Institute, i ka China Business News ua alakaʻi ka maʻi maʻi pneumonia lei aliʻi hou i nā mea kūʻai aku e hoʻoikaika i ko lākou kūlana olakino (e like me ka nānā ʻana i ka oxygen koko a me ka mahana o ke kino), a me ka smartwatch honua. E pahū paha ka mākeke i ka hapa mua o ka makahiki e hiki mai ana.A ʻo Steven Waltzer, ka mea loiloi ʻoihana kiʻekiʻe no nā lawelawe hoʻolālā uila honua ma ka ʻoihana noiʻi mākeke ʻo Strategy Analytics, i ʻōlelo ʻia, "Ua hoʻokaʻawale ʻia ka mākeke smartwatch Kina e pili ana i nā hiʻohiʻona noi, a ma kahi o nā mea pāʻani poʻo e like me Genius, Huawei a me Huami, OPPO, ʻO Vivo, realme, oneplus a me nā mea hoʻohana ʻē aʻe ʻē aʻe o Kina ke komo pū nei i loko o ke kaapuni smartwatch, ʻoiai nā mea kūʻai aku i ka wati akamai liʻiliʻi a me ka liʻiliʻi ke hele nei i ko lākou ala i kēia mākeke huelo lōʻihi, aia nō hoʻi nā hiʻohiʻona nānā olakino a ʻoi aku ka liʻiliʻi. pipiʻi."
"The War on the Wrist"
Ua hoʻomaka ka loea kikohoʻe a me ka loiloi ʻo Liao Zihan i nā wati akamai i ka makahiki 2016, mai ka Apple Watch mua a hiki i ka Huawei Watch i kēia manawa, ʻaʻole ʻo ia i haʻalele i ka wati akamai ma kona pulima.ʻO ka mea kānalua iā ia, ua nīnau kekahi poʻe i ka pseudo-koi o nā smartwatches, e hoʻohenehene ana iā lākou he "kūpee lima akamai nui".
"ʻO kekahi ke pāʻani i ke kuleana o ka hoʻolaha ʻike, a ʻo ka mea ʻē aʻe e hoʻoponopono i ka nele o ka nānā ʻana i ke kino e nā kelepona kelepona."Ua ʻōlelo ʻo Liao Zihan, ʻo kēlā poʻe leʻaleʻa i makemake e ʻike i ko lākou kūlana olakino, ʻo ia nā mea hoʻohana maoli i nā wati akamai.Hōʻike ka ʻikepili kūpono mai Ai Media Consulting i waena o nā hana he nui o nā wati akamai, ʻo ka nānā ʻana i ka ʻikepili olakino ka hana maʻamau e hoʻohana ʻia e nā mea hoʻohana i noiʻi ʻia, helu no 61.1%, ukali ʻia e ka GPS kūlana (55.7%) a me ka hana hoʻopaʻa haʻuki (54.7%). ).
Ma ka manaʻo o Liao Zihan, ua māhele nui ʻia nā wati akamai i ʻekolu mau ʻāpana: ʻo kekahi nā wati keiki, e like me Xiaogi, 360, a me nā mea ʻē aʻe, e kālele ana i ka palekana a me ka launa pū ʻana o nā keiki liʻiliʻi;ʻO kekahi o nā wati akamai ʻoihana e like me Jiaming, Amazfit a me Keep, e hele ana i ke ala o nā haʻuki koʻikoʻi o waho a pili i nā poʻe ʻoihana a he kumukūʻai loa;a ʻo kekahi he mau wati akamai i hoʻolaha ʻia e nā mea hana kelepona, i manaʻo ʻia he kelepona kelepona ʻO ke kākoʻo o nā kelepona akamai.
I ka makahiki 2014, ua hoʻokuʻu ʻo Apple i ka hanauna mua o Apple Watch, kahi i hoʻomaka ai i kahi pōʻai hou o ka "kaua ma ka pulima".A laila ua ukali nā mea hana kelepona kelepona home, ua hoʻokuʻu ʻo Huawei i ka smartwatch Huawei Watch mua ma 2015, ʻo Xiaomi, ka mea i komo i nā hāmeʻa hiki ke hoʻohana ʻia mai ke kūpeʻe lima akamai, ua komo mana i ka smartwatch ma 2019, ʻoiai ʻo OPPO lāua ʻo Vivo i komo i ka pāʻani ma hope o ka hoʻokuʻu ʻana i nā huahana smartwatch pili. i ka makahiki 2020.
Hōʻike nā ʻikepili pili Counterpoint ʻo Apple, Samsung, Huawei a me Xiaomi kēia mau mea hana kelepona i ka papa inoa 8 kiʻekiʻe o ka mākeke smartwatch honua i ka lua o ka makahiki 2022. Eia naʻe, ʻoiai ua komo nā mea hana kelepona kelepona Android i ka mākeke, ua manaʻo ʻo Liao Zihan ke nānā nei paha lākou iā Apple i ka hoʻomaka e hana i nā wati akamai.
Ma keʻano holoʻokoʻa, ma ka māhele smartwatch, ua hana nā mea hana Android i nā holomua i ke olakino a me ka laulā i mea e hoʻokaʻawale ai iā lākou iho mai Apple, akā ʻokoʻa ka ʻike o kēlā me kēia i nā smartwatches."Hoʻonoho ʻo Huawei i ka nānā ʻana i ke olakino ma kahi mua, aia kekahi Huawei Health Lab kūikawā, e hoʻoikaika ana i kāna ākea a me ka nānā ʻana i ke olakino; ʻO ka manaʻo o OPPO e hana like ka wati e like me ka hana kelepona, ʻo ia hoʻi, hiki iā ʻoe ke loaʻa ka ʻike kelepona kelepona me ka wati; Ke lohi nei ka ulu ʻana o ka wati Xiaomi, ke hana maikaʻi nei ka helehelena, ʻoi aku ka nui o ka hana lima lima i hoʻololi ʻia i ka wati. " wahi a Liao Zihan.
Eia naʻe, ua ʻōlelo ʻo Steven Waltzer, ʻo ka hoʻokuʻu ʻana o nā hiʻohiʻona hou, nā hiʻohiʻona maikaʻi aʻe a me nā kumukūʻai ʻoi aku ka maikaʻi o nā mea hoʻokele ulu e hoʻokele nei i ka mākeke smartwatch, akā ʻo OPPO, Vivo, realme, oneplus, nā mea i komo hope, pono e hoʻolilo i ka nui o ka ikehu inā. makemake lākou e loaʻa i kahi māhele mākeke mai nā mea pāʻani poʻo.
ʻO ke kumu kūʻai o ka ʻāpana i hoʻomaka i ka laha?
Ma nā ʻōlelo o nā mākeke kūloko like ʻole, hōʻike ka ʻikepili a Counterpoint i ka hana maikaʻi ʻole o ka mākeke smartwatch o Kina i ka lua o ka hapaha o kēia makahiki a ua loaʻa ʻia e ka mākeke o India, e hele mai ana i ke kolu, ʻoiai ʻo nā mea hoʻohana ʻo US ka mea kūʻai nui loa i ka mākeke smartwatch.He mea kūpono e haʻi aku i ke ahi o ka mākeke smartwatch India, me ka nui o ka ulu ʻana ma luna o 300%.
"I ka hapaha, ua kūʻai ʻia ka 30 pakeneka o nā hiʻohiʻona i hoʻouna ʻia ma ka mākeke India ma lalo o $50."Ua ʻōlelo ʻo Sujeong Lim, "Ua hoʻokumu nā ʻoihana kūloko nui i nā hiʻohiʻona kumukūʻai, e hoʻohaʻahaʻa ana i ka pale i ke komo ʻana no nā mea kūʻai aku."Ma kēia mea, ua ʻōlelo pū ʻo Sun Yanbiao e ulu wikiwiki ana ka mākeke smartwatch India ʻaʻole wale ma muli o kona kumu liʻiliʻi, akā no ka mea, ua hoʻokumu ʻo Fire-Boltt a me Noise i nā hōʻailona kūloko o ka Apple Watch knock-offs.
Ma ka hihia o ka ʻoihana uila mea kūʻai nāwaliwali, manaʻo maikaʻi ʻo Sun Yanbiao e pili ana i nā manaʻo mākeke o nā wati akamai i kū i ke anuanu."Ke hōʻike nei kā mākou ʻikepili i ka ulu ʻana o ka smartwatch honua i ka 10% makahiki-ma-makahiki i ka hapaha mua o kēia makahiki a ke manaʻo ʻia e ulu ʻia e 20% makahiki-ma-makahiki no ka makahiki holoʻokoʻa."Ua ʻōlelo ʻo ia i ka maʻi maʻi pneumonia lei aliʻi hou e uku nui ai nā mea kūʻai aku i ke olakino, e loaʻa i ka mākeke wati akamai honua ka puka makani o ka maʻi ma ka hapa mua o ka makahiki aʻe.
A ʻo kekahi mau hoʻololi i nā hale kūʻai uila ʻo Huaqiang North, ua hoʻonui i ka hilinaʻi o Sun Yanbiao i kēia kuhi."ʻO ka pākēneka o nā hale kūʻai e kūʻai aku ana i nā wati akamai ma ka mākeke ʻo Huaqiang North ma 2020 ma kahi o 10%, a ua piʻi i 20% i ka hapa mua o kēia makahiki."Manaʻoʻo ia he mea like ia i nā mea hiki ke hoʻohanaʻia, hiki ke kuhikuhiʻia ka manawa o ka uluʻana o nā wati akamai i TWS, ma ka mākeke TWS i ka manawa wela loa, ua loaʻa iā Huaqiang North he 30% a 40% o nā hale kūʻai i hana i kaʻoihana TWS.
Ma ka manaʻo o Sun Yanbiao, ʻo ka hoʻolaha hou ʻana o nā wati akamai ʻelua ʻano kumu nui no ka pahū ʻana o nā wati akamai i kēia makahiki.ʻO ka mea i kapa ʻia ʻelua-mode e pili ana i ka wati akamai hiki ke hoʻopili ʻia i ke kelepona hele ma o Bluetooth, akā hiki ke hoʻokō i nā hana kamaʻilio kūʻokoʻa e like me ke kāhea ʻana ma o ka kāleka eSIM, e like me ka holo ʻana i ka pō me ka ʻole o ke kelepona hele ʻana, a me ke komo ʻana i kahi kelepona. Hiki i ka wati akamai ke kelepona a kamaʻilio pū me WeChat.
Pono e hoʻomaopopo ʻia ʻo eSIM ka Embedded-SIM, a ʻo ke kāleka eSIM i hoʻokomo ʻia i ke kāleka SIM.Hoʻohālikelike ʻia me ke kāleka SIM maʻamau i hoʻohana ʻia i nā kelepona paʻa, hoʻokomo ka kāleka eSIM i ka kāleka SIM i loko o ka chip, no laila ke hoʻohana nā mea hoʻohana i nā mea akamai me ka kāleka eSIM, pono lākou e wehe i ka lawelawe ma ka pūnaewele a hoʻoiho i ka ʻike helu i ka kāleka eSIM, a a laila hiki i nā mea akamai ke loaʻa ka hana kamaʻilio kūʻokoʻa e like me nā kelepona kelepona.
Wahi a Sun Yanbiao, ʻo ka lua-mode coexistence o ke kāleka eSIM a me ke kelepona Bluetooth ka ikaika nui o ka wati akamai e hiki mai ana.ʻO ke kāleka eSIM kūʻokoʻa a me ka ʻōnaehana OS ʻokoʻa e hoʻolilo i ka wati akamai ʻaʻole he "mea pāʻani" o ka moa a me ka iwi ʻaoʻao, a ʻoi aku ka nui o ka hoʻomohala ʻana o ka wati akamai.
Me ka oʻo o ka ʻenehana, ʻoi aku ka nui o nā mea hana e hoʻāʻo nei e ʻike i ka hana kelepona ma nā wati akamai.Ma Mei o kēia makahiki, ua hoʻokumu ʻo GateKeeper i kahi kaukani kālā 4G kelepona wati ʻo Tic Watch, e kākoʻo ana i ka eSIM hoʻokahi kamaʻilio kūʻokoʻa kūʻokoʻa ʻelua, a hiki ke hoʻohana i ka wati wale nō e loaʻa a kelepona, a nānā a loaʻa ka ʻike mai QQ, Fishu a me Nail kūʻokoʻa.
"I kēia manawa, hiki i nā mea hana e like me Zhongke Lanxun, Jieli a me Ruiyu ke hāʻawi i nā chips e pono ai no nā wati akamai ʻelua-mode, a ʻo nā mea kiʻekiʻe e pono mau iā Qualcomm, MediaTek, a me nā mea ʻē aʻe. e kaulana i ka hapaha ʻehā o kēia makahiki, a e iho ana ke kumukūʻai i 500 yuan."Ua ʻōlelo ʻo Sun Yanbiao.
Manaʻo nō hoʻi ʻo Steven Waltzer e haʻahaʻa loa ke kumukūʻai holoʻokoʻa o nā smartwatches ma Kina i ka wā e hiki mai ana."ʻO ke kumukūʻai holoʻokoʻa o nā wati akamai ma Kina he 15-20% haʻahaʻa ma mua o nā ʻāina ulu nui ʻē aʻe, a ʻoiaʻiʻo ke noho mau nei ma lalo o ka awelika honua e pili ana i ka mākeke smartwatch holoʻokoʻa. e 8% ma waena o 2022 a me 2027.
Ka manawa hoʻouna: Jan-11-2023
