"Nkhondo padzanja": mawotchi anzeru ali pafupi kuphulika

Pakutsika kwa msika wamagetsi ogula zinthu mu 2022, kutumiza kwa mafoni a m'manja kunatsika mpaka zaka zingapo zapitazo, kukula kwa TWS (mahedifoni opanda zingwe) sikunachedwetsenso mphepo, pomwe mawotchi anzeru adalimbana ndi kuzizira kwamakampani.

Malinga ndi lipoti latsopano la kampani yofufuza zamsika ya Counterpoint Research, zotumizidwa kumsika wapadziko lonse lapansi wa smartwatch zidakula ndi 13% pachaka mgawo lachiwiri la 2022, msika waku India wa smartwatch ukukula kuposa 300% pachaka kupitilira China. pa malo achiwiri.

Sujeong Lim, wachiwiri kwa director of Counterpoint, adati Huawei, Amazfit ndi mitundu ina yayikulu yaku China awona kukula kapena kutsika kwa YoY, ndipo msika wa smartwatch udakali panjira yoyenera kukula bwino chifukwa cha kuchepa kwa 9% YoY pamsika wa smartphone. nthawi yomweyo.

Pachifukwa ichi, a Sun Yanbiao, mkulu wa First Mobile Phone Industry Research Institute, adauza China Business News kuti mliri watsopano wa chibayo wapangitsa kuti ogula azilimbitsa thanzi lawo (monga kuyang'anira mpweya wa magazi ndi kutentha kwa thupi), ndi smartwatch yapadziko lonse. msika ukhoza kuphulika mu theka loyamba la chaka chamawa.Ndipo a Steven Waltzer, wofufuza wamkulu pamakampani opanga ma waya padziko lonse lapansi ku Strategy Analytics, adati, "Msika waku China smartwatch wagawika pang'ono potengera momwe amagwirira ntchito, komanso kuphatikiza osewera akulu monga Genius, Huawei ndi Huami, OPPO, Vivo, realme, oneplus ndi mitundu ina yayikulu yaku China yaku China ikulowanso mudera la smartwatch, pomwe ogulitsa mawotchi ang'onoang'ono ndi apakatikati nawonso akulowera msika wamchira wautali uwu, womwe ulinso ndi zowunikira zaumoyo komanso wocheperako. mtengo."

"Nkhondo Pamanja"

Katswiri waukadaulo komanso wowunikira Liao Zihan adayamba kuvala mawotchi anzeru mu 2016, kuyambira pa Apple Watch yoyamba mpaka pa Huawei Watch yapano, pomwe sanasiye smartwatch pa dzanja lake.Chomwe chinamuzunguza mutu chinali chakuti anthu ena ankakayikira zoti mawotchi anzeru amangofuna kuwagwiritsa ntchito powanyoza kuti ndi “zibangili zazikulu zanzeru”.

"Chimodzi ndicho kuchita nawo zidziwitso, ndipo china ndichopanga kusowa kwa kuyang'anira thupi ndi mafoni am'manja."Liao Zihan adati okonda masewera omwe akufuna kudziwa momwe alili ndi thanzi lawo ndiye omwe amagwiritsa ntchito mawotchi anzeru.Zomwe zikuyenera kuchokera ku Ai Media Consulting zikuwonetsa kuti pakati pa ntchito zambiri zamawotchi anzeru, kuyang'anira deta yazaumoyo ndi ntchito yomwe imagwiritsidwa ntchito kwambiri ndi ogwiritsa ntchito omwe adafunsidwa, omwe amawerengera 61.1%, kutsatiridwa ndi malo a GPS (55.7%) ndi kujambula masewera (54.7% ).

Malingaliro a Liao Zihan, mawotchi anzeru amagawidwa m'magulu atatu: imodzi ndi mawotchi a ana, monga Xiaogi, 360, ndi zina zotero, zomwe zimayang'ana pa chitetezo ndi kuyanjana kwa ana;imodzi ndi mawotchi anzeru akatswiri monga Jiaming, Amazfit ndi Keep, omwe amayenda panjira yamasewera owopsa akunja ndipo amalunjika kwa akatswiri ndipo ndi okwera mtengo kwambiri;ndipo imodzi ndi mawotchi anzeru omwe akhazikitsidwa ndi opanga mafoni a m'manja, omwe amatengedwa ngati mafoni a m'manja Othandizira mafoni anzeru.

Mu 2014, Apple idatulutsa m'badwo woyamba wa Apple Watch, womwe unayambitsa "nkhondo pamanja".Kenako opanga mafoni am'nyumba adatsata, Huawei adatulutsa wotchi yoyamba ya Huawei Watch mu 2015, Xiaomi, yomwe idalowa mu zida zovala kuchokera ku chibangili chanzeru, idalowa mwalamulo muwotchi yanzeru mu 2019, pomwe OPPO ndi Vivo adalowa mumasewerawa mochedwa, ndikutulutsa zinthu zokhudzana ndi smartwatch. mu 2020.

Deta yokhudzana ndi Counterpoint ikuwonetsa kuti Apple, Samsung, Huawei ndi Xiaomi opanga mafoni am'manjawa ali pamndandanda wa 8 wapamwamba pamsika wapadziko lonse wa smartwatch mgawo lachiwiri la 2022. Komabe, ngakhale opanga mafoni am'manja a Android alowa pamsika, Liao Zihan amakhulupirira kuti mwina akuyang'ana Apple pachiyambi kuti apange mawotchi anzeru.

Ponseponse, m'gulu la smartwatch, opanga Android apanga zotsogola pazaumoyo komanso zosiyanasiyana kuti adzisiyanitse ndi Apple, koma aliyense ali ndi kumvetsetsa kosiyana kwa mawotchi anzeru."Huawei amayika kuyang'anira zaumoyo pamalo oyamba, palinso Huawei Health Lab yapadera, yomwe ikugogomezera momwe ntchito yake ikuyendera komanso kuyang'anira thanzi; Lingaliro la OPPO ndiloti wotchi iyenera kuchita chimodzimodzi ndi ntchito ya foni yam'manja, ndiko kuti, mukhoza kupeza foni yam'manja ndi wotchi; Kukula kwa wotchi ya Xiaomi kukucheperachepera, mawonekedwe ake akuyenda bwino, ntchito ya mphete yapamanja imayikidwa pawotchi." Liao Zihan adatero.

Komabe, Steven Waltzer adanena kuti kutulutsidwa kwa mitundu yatsopano, mawonekedwe abwino komanso mitengo yabwino kwambiri ndizomwe zimayendetsa msika wa smartwatch, koma OPPO, Vivo, realme, oneplus, omwe alowa mochedwa, amafunikabe kugwiritsa ntchito mphamvu zambiri ngati akufuna kupeza gawo la msika kuchokera kwa osewera akulu.

Kutsika kwa mtengo wagawo kunayambitsa kufalikira?

Pankhani ya misika yakumadera osiyanasiyana, zidziwitso za Counterpoint zikuwonetsa kuti msika waku China wa smartwatch udachita bwino mgawo lachiwiri la chaka chino ndipo adalandidwa ndi msika waku India, akubwera wachitatu, pomwe ogwiritsa ntchito aku US akadali ogula kwambiri pamsika wa smartwatch.Ndikoyenera kutchula kuti msika wa smartwatch waku India uli pamoto, ndikukula kwa 300%.

"M'kati mwa kotala, 30 peresenti ya zitsanzo zomwe zinatumizidwa kumsika wa India zinali zotsika mtengo za $ 50."Sujeong Lim adati, "Zogulitsa zazikulu zakomweko zakhazikitsa mitundu yotsika mtengo, ndikuchepetsa chotchinga cholowera kwa ogula."Pachifukwa ichi, Sun Yanbiao adanenanso kuti msika wa smartwatch waku India ukukula mofulumira osati chifukwa cha malo ake ang'onoang'ono, komanso chifukwa chakuti Fire-Boltt ndi Noise zamtundu wakomweko zatulutsa zotsika mtengo za Apple Watch.

Pankhani yamakampani ofooka amagetsi ogula, a Sun Yanbiao ali ndi chiyembekezo pamsika wamawotchi anzeru omwe atha kupirira kuzizira."Ziwerengero zathu zikuwonetsa kuti smartwatch yapadziko lonse lapansi idakula ndi 10% pachaka m'gawo loyamba la chaka chino ndipo ikuyembekezeka kukula ndi 20% pachaka kwa chaka chonse."Anati mliri watsopano wa chibayo umapangitsa ogula kuti azisamalira kwambiri thanzi, msika wapadziko lonse lapansi wa smart watch udzakhala ndi zenera la kuphulika mu theka loyamba la chaka chamawa.

Ndipo kusintha kwina m'malo ogulitsa zamagetsi ku Huaqiang North, kudakulitsa chidaliro cha Sun Yanbiao pamalingaliro awa."Chiwerengero cha malo ogulitsa mawotchi anzeru pamsika wa Huaqiang North mu 2020 chinali pafupifupi 10%, ndipo chakula mpaka 20% mu theka loyamba la chaka chino."Amakhulupirira kuti zomwezo ndi zida zovalira, kukwera kwakukula kwa mawotchi anzeru kumatha kutumizidwa ku TWS, mumsika wa TWS panthawi yotentha kwambiri, Huaqiang North ili ndi 30% mpaka 40% yamisika yomwe imachita bizinesi ya TWS.

M'malingaliro a Sun Yanbiao, kutchukanso kwa mawotchi anzeru amitundu iwiri ndi chifukwa chofunikira chakuphulika kwa mawotchi anzeru chaka chino.Zomwe zimatchedwa kuti ziwiri-mode zimatanthawuza kuti wotchi yanzeru imatha kulumikizidwa ndi foni yam'manja kudzera pa Bluetooth, komanso imatha kukwaniritsa ntchito zoyankhulirana zodziyimira pawokha monga kuyimba kudzera pa eSIM khadi, monga kuthamanga usiku osavala foni yam'manja, komanso kuvala foni yam'manja. wotchi yanzeru imatha kuyimba ndikucheza ndi WeChat.

Dziwani kuti eSIM ndi Embedded-SIM, ndipo eSIM khadi ndi SIM khadi ophatikizidwa.Poyerekeza ndi SIM khadi yachikhalidwe yomwe imagwiritsidwa ntchito m'mafoni am'manja, eSIM khadi imayika SIM khadi mu chip, kotero ogwiritsa ntchito akamagwiritsa ntchito zida zanzeru ndi eSIM khadi, amangofunika kutsegula ntchitoyo pa intaneti ndikutsitsa zidziwitso za manambala ku eSIM khadi, ndi ndiye zida zanzeru zimatha kukhala ndi ntchito yolumikizirana yodziyimira ngati mafoni am'manja.

Malinga ndi a Sun Yanbiao, kupezeka kwamitundu iwiri ya eSIM khadi ndi kuyimba kwa Bluetooth ndiye mphamvu yayikulu ya wotchi yamtsogolo yamtsogolo.Khadi lodziyimira pawokha la eSIM ndi kachitidwe kosiyana ka OS kumapangitsa wotchi yanzeru kukhala "chidole" cha nkhuku ndi nthiti, ndipo wotchi yanzeru imakhala ndi mwayi wotukuka.

Ndi kukhwima kwaukadaulo, opanga ochulukirachulukira akuyesera kuzindikira ntchito yoyimbira pamawotchi anzeru.Mu Meyi chaka chino, GateKeeper idakhazikitsa wotchi yoyimbira foni ya 4G ya madola chikwi, Tic Watch, yomwe imathandizira kulumikizana kodziyimira pawokha kwa eSIM, ndipo imatha kugwiritsa ntchito wotchi yokhayo kulandira ndi kuyimba mafoni, ndikuyang'ana ndikulandila zambiri kuchokera ku QQ, Fishu ndi Nail. paokha.

"Pakadali pano, opanga monga Zhongke Lanxun, Jieli ndi Ruiyu angapereke tchipisi tofunikira pa mawotchi anzeru amitundu iwiri, ndipo okwera kwambiri amafunikirabe Qualcomm, MediaTek, ndi zina zotero. kukhala otchuka mu gawo lachinayi la chaka chino, ndipo mtengo utsikira ku 500 yuan."Sun Yanbiao anatero.

Steven Waltzer akukhulupiriranso kuti mtengo wonse wamawotchi anzeru ku China udzakhala wotsika mtsogolo."Mitengo yonse ya mawotchi anzeru ku China ndi yotsika ndi 15-20% poyerekeza ndi mayiko ena otukuka kwambiri, ndipo kwenikweni imakhalabe yotsika pang'ono poyerekeza ndi msika wonse wa smartwatch. Pamene zotumiza zikukula, tikuyembekeza kuti mitengo ya smartwatch itsika. ndi 8% pakati pa 2022 ndi 2027.