全球智能手表行業(yè)市場前景及投資研究報告-外文版培訓課件小米蘋果

DIGITAL

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TRENDSSmartwatchesCHAPTER

01OverviewRevenueofthedigitalfitness&well-beingdevicemarketworldwidefrom2019to2028,bysegment(inbillionU.S.dollars)Digitalfitness&well-beingdevicemarketrevenueworldwide2019-2028,bysegmentSmartwatchesSmartbandsSmartScales51.5870605040302010062.4658.7455.1647.9444.1540.1938.0335.8432.632.0429.3826.0823.7422.7819.5216.47202214.6111.782.518.614.184.484.724.973.893.213.213.552.32019202020212023202420252026202720283Description:Overthelasttwoobservations,therevenueisforecasttosignificantlyincreaseinallsegments.Thisreflectstheoveralltrendthroughouttheentireforecastperiodfrom2019to2028.Itisestimatedthattheindicatoriscontinuouslyrisinginallsegments.Inthisregard,theSmartwatchessegmentachievesthehighestvalueof62.46billionU.S.dollarsin2028.ReadmoreNote(s):Worldwide;2019to2028Source(s):DigitalMarketInsightsRevenueofthefitness/activitytrackingwristwearmarketworldwidefrom2019to2028(inbillionU.S.dollars)Revenueofthefitness/activitytrackingwristwearindustryworldwide2019-20284035302535.8432.629.3826.0822.7819.52201510516.4714.61202111.7820208.610201920222023202420252026202720284Description:Theglobalrevenueinthe'Smartbands'segmentofthedigitalhealthmarketwasforecasttocontinuouslyincreasebetween2023and2028byintotal16.3billionU.S.dollars(+83.5percent).Aftertheninthconsecutiveincreasingyear,theindicatorisestimatedtoreach35.84billionU.S.dollarsandthereforeanewpeakin2028.Notably,therevenueofthe'Smartbands'segmentofthedigitalhealthmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2019to2028Source(s):DigitalMarketInsightsWearablesunitshipmentsworldwidefrom2014to2028(inmillions)Totalwearabledeviceunitshipmentsworldwide2014-2028700645.7632.3614.1590.76005004003002001000559.7533.6506.6492.1444.7346.4172.22018115.42017102.4201681.928.82014201520192020202120222023*202420252026202720285Description: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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ReadmoreNote(s):Worldwide;2021to2024;*ForecastReadmoreSource(s):IDCRevenueofthesmartwatchesmarketworldwidefrom2019to2028(inbillionU.S.dollars)Revenueofthesmartwatchesindustryworldwide2019-202870605062.4658.7455.1651.5847.9444.1540.1938.0340302010032.0423.7420192020202120222023202420252026202720287Description: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%2019202020218Description:Theglobalrevenuechangeinthe'Smartwatches'segmentofthedigitalhealthmarketwasforecasttocontinuouslydecreasebetween2023and2028byintotal3.5percentagepoints.Accordingtothisforecastin2028,theindicatorwillhavedecreasedforthefifthconsecutiveyearto6.33percent.ReadmoreNote(s):Worldwide;2019to2028Source(s):DigitalMarketInsightsCHAPTER

02CompaniesWearablesunitshipmentsworldwidefrom2014to2022(inmillions),byvendorWearablesunitshipmentsworldwide2014-2022,byvendorAppleXiaomiHuaweiSamsungFitbitGarminFossilImagineMarketingOther600500400300200100020142015201620172018201920202021202210Description:In2022,Applewastheleadingwearabledevicevendors,witharound146.3millionglobalunitsshipped.ApplewasfollowedbySamsungandXiaomi,whichshippedaround43.1millionand34.7shipmentsworldwide,respectively.

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

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'2311Description: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%2016201812Description: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%13Description:Appleisestablishingasolidholdonwearabledeviceunitshipmentswith20.2percentinthethirdquarterof2023,dominatingthemarket.ReadmoreNote(s):Worldwide;2014to2023Source(s):IDCSmartwatchmarketshareworldwidefrom2020to2022,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%20202021202214Description: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%Q1'18Q2'18Q3'18Q4'18Q1'19Q2'19Q3'19Q4'19Q1'20Q2'20Q3'20Q4'20Q1'21Q2'21Q3'21Q4'21Q1'22Q2'22Q3'22Q4'22Q1'23Q2'23Q3'23Q4'2315Description:Appleistheleadingcompanyinthesmartwatchindustryintermsofshipmentshare,accountingfor31percentofworldwideshipmentsasofthefourthquarterof2023.ThiswasfollowedbyHuaweiwithninepercentofthemarketshare.

ReadmoreNote(s):Worldwide;2018to2023Source(s):CounterpointResearchUnitsalesofAppleWatchesworldwidefrom2015to2023(inmillionunits)AppleWatchunitsalesworldwide2015-20236053.95046.143.138.340302010030.722.512.811.98.320152016201720182019202020212022202316/statistics/1421546/apple-watch-sales-worldwideFirstintroducedin2015,theunitsalesofAppleWatcheshavegrownuntil2022andthendecreasedin2023.Attheendofthegivenperiod,Applesoldover38millionsmartwatches,downfromalmost54millionAppleWatchunitsalesrecordedin2022.ReadmoreNote(s):Worldwide;2015to2023Source(s):BusinessofApps;Canalys;StrategyAnalyticsCHAPTER

03ConsumptionWearabledevicesusageinselectedcountriesasofMarch2024Wearabledevicesusageinselectedcountries2024WearablesusageNowearablesusage100%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

UnitedStatesofAmericaCanadaBrazil18Description: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):ConsumerInsightsNumberofusersinthedigitalfitness&well-beingsegmentofthedigitalhealthmarketWorldwidefrom2018to2028(inmillionindividuals)Usersinthedigitalfitness&well-beingmarketWorldwide2018-20281,4001,2001,00080060040020002018201920202021202220232024202520262027202819Description:Theglobalindicator'Usersbymarket'inthe'DigitalFitness&Well-Being'segmentofthedigitalhealthmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal168.6millionusers(+14.88percent).Afterthetenthconsecutiveincreasingyear,theindicatorisestimatedtoreach1.3billionusersandthereforeanewpeakin2028.Notably,theindicator'Usersbymarket'ofthe'DigitalFitness&Well-Being'segmentofthedigitalhealthmarketwascontinuouslyincreasing[...]ReadmoreNote(s):Worldwide;2018to2028Source(s):MarketInsightsNumberofusersofsmartwatchesworldwidefrom2019to2028(inmillions)Numberofusersofsmartwatchesworldwide2019-2028240230220210230.85229.64228.48226.89224.31219.43211.58202.6200190180170160150140186.92148.74201920202021202220232024202520262027202820Description:Theglobalnumberofusersinthe'Smartwatches'segmentofthedigitalhealthmarketwasforecasttocontinuouslyincreasebetween2023and2028byintotal11.4millionusers(+5.2percent).Aftertheninthconsecutiveincreasingyear,theindicatorisestimatedtoreach230.85millionusersandthereforeanewpeakin2028.Notably,thenumberofusersofthe'Smartwatches'segmentofthedigitalhealthmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2019to2028Source(s):DigitalMarketInsightsPenetrationrateofthesmartwatchesmarketworldwidefrom2019to2028Penetrationrateofsmartwatchesworldwide2019-20283.1%2.9%2.9%2.89%2.89%2.88%2.86%2.9%2.78%2.69%2.7%2.5%2.3%2.1%1.9%2.5%2.01%201920202021202220232024202520262027202821Description:Theglobalpenetrationrateinthe'Smartwatches'segmentofthedigitalhealthmarketwasforecasttoincreasebetween2023and2028byintotal0.02percentagepoints.Thisoverallincreasedoesnothappencontinuously,notablynotin2027and2028.Theindicatorisestimatedtoamountto2.88percentin2028.Notably,thepenetrationrateofthe'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%22Description: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%23Description: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%24Description:With35percent,AppleisthemostpopularbrandforpersonalsmartwatchesandeHealthorfitnesstrackersamongGermanconsumers.InsecondplacefollowsSamsungwith22percentofrespondents.Theseresultsarebasedonarepresentativeonlinesurveyconductedin2024among2,070consumersinGermany.ReadmoreNote(s):Germany;April2023toMarch2024;2070respondents;18-64years;respondentswhousefitnesstrackers,smartwatcheswithfitnessfunction,motiontrackersorsleeptrackingsystemsSource(s):ConsumerInsightsMostusedeHea