Domestic Smart Wear Market Continues To Expand

This year's CES shows that smart wearable products can be seen as half of the country. But looking at the market, it seems that we still can not see the enthusiasm of consumers. In 2015, whether the smart wear industry is dead or alive? I think, after two and a half years of exploration and trial and error, the end product of the smart wearable industry will continue to differentiate in 2015, which will further expand the scale of the industry.

In 2014, the scale of smart wear market in China has reached 2 billion yuan. In 2015, the domestic smart wearable terminal products will grow at a rate of over 30%, and the market will reach 2 billion 600 million ~28 billion yuan. A group of entrepreneurs will benefit from the dividend brought by industrial growth.

There will be turbulence in the capital market.

In the face of 2015, one thing is clear: from a macroeconomic perspective, the country hopes the stock market will improve.

Therefore, in 2015, there will be a contest between investor confidence and national confidence. This game will bring turbulence to the capital market.

For wearable devices, once the heavyweights are revival, at least in the short term, capital will flow to the heavyweights in a large scale.

The reason is very simple, compared with the concept stocks, if the heavyweight can be revival, its return is more realistic and more stable than the concept stocks.

Once the recovery of heavyweights has slowed down, or the recovery is weak, the capital circling in the capital market will surely find the draught again, and the value of "blowing up" stocks with the help of the draught.

For the wearable industry chain concept unit, which has experienced the 2014 draught, if there is no practical action in product and technology in this process, if there is no opportunity to pform pure concept stocks into growth concept stocks, the capital market in 2015 will face greater pressure.

Similarly, for the wearable industry chain stocks that have seized the opportunity and put into action in 2014, there is no need to worry about short-term shocks in 2015. The mobile Internet will take you higher.

The industry will tend to be rational.

The trend of wearable equipment industry in 2015 can be summed up in two words: "rationality".

Whether it is the encouragement of investors or the maturity and calmness of entrepreneurs, it will make the development of the industry more rational.

From the perspective of the market environment, wearable devices will continue to be hot in 2014, and the capital market will still be optimistic about the wearable device industry.

But for entrepreneurs, the relationship between capital concern and rationality needs to be in place, otherwise it will easily lead to their own businesses falling into a passive position.

Of course, rationality is not limited to capital and media.

From a technical point of view, the overall technology of the wearable equipment industry chain in 2015 will develop in a vertical and professional direction.

Sensors, chips and so on will not only introduce exclusive wearable devices, but will also launch targeted solutions for wearable product segments, such as smart watches, glasses, clothing, medical care, etc., which will enhance the technical performance of wearable end products.

From the product level, wearable devices in 2015 will develop to two extreme paths.

One is to focus on market segmentation, focus on users and focus function with focus thinking mode, and introduce the ultimate, simple and accurate products. The other is to continue to compete with foreign giants in the ideal country, or imitate and innovate.

But in the commercialization path, it is clear that the first path will go relatively easily.

Whichever route it chooses, it will play a positive role in the cultivation of wearable industry.

Hardware fragmentation further intensified.

Although Google and apple have launched a system platform for wearable devices, there is a general consensus in the industry for the development of the wearable device based ecosystem platform.

Whether the wearable equipment industry will enter the application year of the system platform in 2015 may be a topic of concern and discussion within and outside the industry.

From the current reality, the wearable equipment industry in 2015 will expand with the extension and expansion of industrial applications, as well as the vertical and subdivision market in terms of hardware, and the product category will have a larger expansion than that in 2014.

In 2015, wearable devices will no longer be limited to smart watches and smart bracelets. Clothing, shoes, glasses, telemedicine, financial payment, and wearable application products that will get through with smart home, smart cars and Internet of things will continue to emerge and differentiate.

With the expansion of product category, the lack of system platform is accompanied by the aggravation of hardware fragmentation.

Equipment interoperability will be a trend.

It is undeniable that most manufacturers have an ecological circle dream, especially in the field of wearable devices that have not yet been formed, and each of them hopes to extend their own core products to form their own standard kingdom.

With the increase of products and the improvement of user acceptance, wearable products will no longer be limited to the surface of a human hand.

Sleeping pillow and so on will appear in the same user's life. At this time, users will have strong unified demand for some basic components, such as charger and charging port.

Therefore, in my view, not only will the charger and charging ports between different wearable devices converge in 2015, but also data pmission and interaction control will be explored.

In order to achieve maximum value among different devices, it is undoubtedly the way to make interconnection, interworking and interaction between devices. Therefore, in 2015, not only hardware continued to break out for a year, but more importantly, when hardware bursts, interconnection, interworking and interaction among different devices will be the key issues in the industry.

industry

Will continue to explore.

The existence and sustainable development of any industry is bound to depend on standards, which is an indispensable element of consumer trust.

Although some organizations and organizations are actively exploring the industry standard of wearable devices, it is not realistic to have standard landing in 2015.

For wearable devices, because its industry is in a stage of rapid development, whether it is the technical performance of the terminal products, or some key technologies in the industrial chain, it is in the process of continuous exploration and rapid development.

Therefore, it is too early to set up standards for an industry that is not stable in technology and is still at a stage of rapid development.

Do not say wearable devices, that is, the LED lighting industry with relatively high public awareness is still unable to form a landing industry standard. The reason is that LED chip technology is still in the stage of rapid development, and it is difficult for the standard to define a parameter accurately.

For wearable devices, it is impossible to introduce the so-called standards in the short term, that is, some agencies are forced to launch.

Although industry standards will be in a state of absence for a certain period of time, this does not affect the certification and monitoring of wearable devices.

Vertical subdivision will be the mainstream.

As I said before,

This is not limited to this watch. Especially for 2015, I think this year will be the market segmentation year for wearable devices.

From the perspective of the crowd, women's market, the elderly market, the youth market, the student market and the children's market will be promising. From the industry dimension, there will be opportunities for financial payment, smart home interoperability and mobile medical care based on wearable devices; from the user dimension, there will be great opportunities in the vertical fields such as fitness, running, mountaineering, donkey friends, weight loss, games, adult products and so on. From the perspective of industry, pets, industries, environmental protection and industrial 4 will be developed; from the perspective of product form, smart watches, bracelets, smart shoes, smart clothes and smart glasses will be an important market in 2015.

After the exploration in 2013 and the trial and error in 2014, wearable devices will return to the direction of vertical and subdivision development in 2015, and the hidden champions in different fields will be formed.

Mobile medical service will exert its strength.

The impact of wearable devices on the medical field can be described in two words: subversion.

In particular, it plays an irreplaceable role in improving the current doctor-patient disputes and effectively configuring the scarce medical resources.

With the continuous formation of the mobile Internet Ecosystem and the popularity of mobile terminals, and the electronization of some medical diagnostic methods, mobile medical services based on wearable devices are beginning to show their market potential.

According to relevant data, it is estimated that by the end of 2017, the scale of China Mobile medical market will exceed 10 billion yuan, reaching 12 billion 530 million yuan.

According to the GSM standard for mobile medical industry, medical device manufacturers and content providers and application providers account for about 39.83%. It is estimated that by 2017, the market size of wearable portable medical devices in China will be close to 5 billion yuan.

It is foreseeable that mobile medical services based on wearable devices will develop in the direction of "smart medical treatment", because in the field of medical subdivision, from diagnosis, monitoring, treatment, and drug delivery will all start an intelligent era. Combined with commercial medical insurance institutions, new business models of hospitals, patients and insurance will also be explored. The diagnosis and treatment technology based on medical big data platform will push personalized medicine to an unprecedented space, and the traditional medical devices and hospital business models will be completely overturned.