Wearable Device Market Will Usher In The Outbreak

Recently, there is news that apple iWatch is expected to be released before and after March this year, analysts believe that the release of this product will be completely changed.

The market situation, and for the domestic apple industry chain listed companies, will also usher in a new round of investment opportunities.

Wearable device market will usher in the outbreak

The history of wearable products can be traced back to 1970s, but it was not until 2013 that a large number of successful products came into being.

Wearable devices first came down in the field of health care and launched health.

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The most popular ones are Jawbone UP smart bracelet and Fitbit clips.

At present, apple, Google, Microsoft, Intel, Samsung and many other technology giants have already joined the wearable market, and have launched various products. The technology conception is gradually pforming into reality.

According to IHS, sales of global wearable devices increased from US $9 billion 700 million in 2012 to US $33 billion 600 million in 2018, and CAGR (compound annual growth rate) reached 22.9%.

On the domestic situation, a few days ago, Shenzhen

The alliance was established with the wearable industry alliance. The alliance was led by the Shenzhen electronics and equipment industry association, and the 60 units and enterprises jointly sponsored by the Shenzhen advanced technology research institute of the Chinese Academy of Sciences and Shenzhen times relaxed Polytron Technologies Inc.

At the same time, Shenzhen's manufacturing industry Baoan District puts forward the future development goal of wearable industry -- Baoan District's "ten million plan": striving to develop 100 wearable products through the joint efforts of Baoan District wearable enterprises through 5 years, and realize 100 billion yuan of output value of smart wear industry, and train 10000 smart wearable technology talents, so that the wearable industry can truly become a new growth point of Baoan District's economy.

Although wearable devices have already gathered a lot of technology and capital players, analysts believe that from the perspective of commercial applications, the industry has not yet attracted an explosive killer product, and the most promising market is the two leading innovative companies, Google and apple, focused on the development of Google Glass and iWatch.

At present, Apple's revolutionary product iWatch is expected to go public before and after March, which may make 2015 the first year of wearable business.

Some foreign media have pointed out that Apple will hold a press conference in February.

There is a good chance that Apple will reveal the sale date, the price and the complete function of AppleWatch in February 24th.

GF believes that Apple's innovation in wearable devices is expected to exceed market expectations. Therefore, wearable devices, as the next generation of smart terminals, are few.

CICC also pointed out in the research report that after the Apple Watch was officially launched, the wearable devices on the market will be faced with a shuffle situation. The non Apple camp manufacturers will also improve their existing products in order to produce better products.

2015 will be a year of brand, white card and Shanzhai equipment.

SiP and battery are important links in the industrial chain

Wearable devices are developing towards miniaturization, high performance, multi-function, high reliability and low cost. It is the key to accommodate as many functional modules as possible in a limited space.

SiP (System In a Package, system level encapsulation) technology can integrate key components into tiny single packages, greatly simplify the design of circuit boards.

The world's major mobile intelligent terminal equipment manufacturers continue to increase the use of SiP modules in equipment, and large-scale use of SiP is inevitable.

In November 2014, the company completed an increase of 2 billion 63 million yuan.

Among them, 1 billion yuan is used in the first phase of the electronic project, the total investment of the project is 1 billion 300 million yuan, and 3 new production lines are planned to be built. The main production modules of micro system modules will be applied to high-end electronic phones, tablet computers, wearable devices and other electronic products. The production capacity of 36 million new multi-functional miniaturized system module components will be achieved after the completion of the project, and the internal rate of return of the project investment will be 26.37%.

In addition, battery life is the main limitation of any mobile technology. The biggest design bottleneck of wearable devices is that the volume is limited, so the battery capacity can not meet the needs of long time use. In addition, because wearable devices must be close to the human body, they are mainly "wearable", and the overall design and fashion sense must be taken into account.

DESAY battery 2013 annual report shows that the company has more than 50% share in apple iPhone series power management, continuously improving the market share of Samsung and other smart phones, and has successfully introduced millet phone.

In the field of power tools and wearable devices, DESAY battery has also reached a cooperation intention with several world-class companies, and will gradually enter the mass production stage.