Ka kakaretso 'maraka oa lisebelisoa tsa elektroniki o putlama ka 2022, thomello ea li-smartphone e theohile lilemong tse' maloa tse fetileng, kholo ea TWS (li-wireless stereo) ha ea ka ea hlola e liehisa moea, athe lioache tse bohlale li hanne leqhubu le batang la indasteri.
Ho latela tlaleho e ncha ea feme ea lipatlisiso tsa mebaraka Counterpoint Research, thomello e eang 'marakeng oa lefatše oa smartwatch e eketsehile ka 13% selemo le selemo kotareng ea bobeli ea 2022, mme mmaraka oa India o hola ho feta 300% selemo le selemo ho feta China. sebakeng sa bobedi.
Sujeong Lim, motlatsi oa motsamaisi oa Counterpoint, o boletse hore Huawei, Amazfit le lihlahisoa tse ling tse kholo tsa China li bone kholo e fokolang ea YoY kapa ho fokotseha, mme mmaraka oa smartwatch o ntse o le tseleng e nepahetseng bakeng sa kholo e phetseng hantle ho latela ho theoha ha 9% YoY 'marakeng oa li-smartphone ho feta. nako yona eo.
Mabapi le taba ena, Sun Yanbiao, motsamaisi oa Setsi sa Pele sa Lipatlisiso tsa Lithelefono tsa Mehala, o ile a bolella China Business News hore seoa se secha sa pneumonia se entse hore bareki ba matlafatse boemo ba bona ba bophelo bo botle (joalo ka ho shebella oksijene ea mali le mocheso oa 'mele), le smartwatch ea lefatše lohle. 'maraka o tla phatloha ka halofo ea pele ea selemo se tlang.Mme Steven Waltzer, mohlahlobi e moholo oa indasteri bakeng sa lits'ebeletso tsa maano a lefats'e a se nang mohala ho feme ea lipatlisiso tsa mebaraka Strategy Analytics, o itse, "Mmaraka oa li-smartwatch oa China o arotsoe ho latela maemo a ts'ebeliso, mme ntle le libapali tse ka sehloohong tse kang Genius, Huawei le Huami, OPPO, Vivo, realme, oneplus le mefuta e meng e meholo ea li-smartphone tsa China le tsona li ntse li kenella ka har'a potoloho ea li-smartwatch, athe barekisi ba li-smartwatch ba banyenyane le ba mahareng ba ntse ba kena 'marakeng ona oa mohatla o molelele, o nang le likarolo tsa ho lekola bophelo bo botle ebile o fokola. theko e phahameng."
"Ntoa ka Letsoho"
Setsebi sa dijithale le mohlahlobi Liao Zihan o qalile ho roala li-smartwatches ka 2016, ho tloha ho Apple Watch ea pele ho isa ho Huawei Watch ea hajoale, eo ka nako eo a neng a so ka a siea smartwatch letsohong la hae.Se ileng sa mo tsietsa ke hore batho ba bang ba ne ba belaella taba ea hore lioache tse bohlale li batloa ke leshano, ba li soma ka hore ke “maseka a maholo a bohlale”.
"E 'ngoe ke ho bapala karolo ea tsebiso ea tlhahisoleseding,' me e 'ngoe ke ho etsa hore ho se ke ha e-ba le tlhokomelo ea' mele ka liselefouno."Liao Zihan o itse batho ba chesehelang lipapali ba batlang ho tseba boemo ba bona ba bophelo bo botle ke bona basebelisi ba sebele ba lioache tse bohlale.Lintlha tse amehang tse tsoang ho Ai Media Consulting li bonts'a hore har'a mesebetsi e mengata ea lioache tse bohlale, tlhahlobo ea data ea bophelo bo botle ke eona e sebelisoang haholo ke basebelisi ba hlahlobiloeng, e etsang 61.1%, e lateloe ke boemo ba GPS (55.7%) le ts'ebetso ea ho rekota lipapali (54.7%). ).
Ho ea ka maikutlo a Liao Zihan, lioache tse bohlale li arotsoe haholo-holo ka mekhahlelo e meraro: e 'ngoe ke lioache tsa bana, tse kang Xiaogi, 360, joalo-joalo, tse shebaneng le polokeho le botsoalle ba bana;e 'ngoe ke lioache tse bohlale tse hloahloa tse kang Jiaming, Amazfit le Keep, tse nkang tsela ea lipapali tse fetelletseng tsa kantle 'me li lebisitsoe ho batho ba litsebi ebile li theko e boima haholo;'me e' ngoe ke lioache tse bohlale tse qalisoang ke baetsi ba li-smartphone, tse nkoang e le li-cell phones Tlatsetso ea lifono tse bohlale.
Ka 2014, Apple e ile ea lokolla moloko oa pele oa Apple Watch, e ileng ea qala letoto le lecha la "ntoa holim'a letsoho".Eaba bahlahisi ba mehala ea mehala ea lapeng ba latela, Huawei o ile a lokolla smartwatch ea pele ea Huawei ka 2015, Xiaomi, e kentseng lisebelisoa tse ka roaloang ho tsoa ho serethe se bohlale, e kene ka molao ho smartwatch ka selemo sa 2019, ha OPPO le Vivo li kene papaling e se e le morao haholo, li lokolla lihlahisoa tse amanang le li-smartwatch. ka 2020.
Lintlha tse amanang le Counterpoint li bonts'a hore Apple, Samsung, Huawei le Xiaomi bahlahisi bana ba liselefouno ba le lethathamong le ka holimo la 8 la thepa e romelloang lefatšeng ka bophara ea li-smartwatch kotareng ea bobeli ea 2022. Leha ho le joalo, le hoja baetsi ba liselefouno tsa Android ba kene 'marakeng, Liao Zihan o lumela seo. ba kanna ba sheba Apple qalong ho etsa lioache tse bohlale.
Ka kakaretso, sehlopheng sa li-smartwatch, baetsi ba Android ba entse tsoelo-pele ea bophelo bo botle le mefuta e mengata e le hore ba ka ikhetholla ho Apple, empa e mong le e mong o na le kutloisiso e fapaneng ea li-smartwatches."Huawei o beha tlhokomelo ea bophelo sebakeng sa pele, ho boetse ho na le Huawei Health Lab e khethehileng, e totobatsang mefuta ea eona le ts'ebetso ea ho lekola bophelo bo botle; mohopolo oa OPPO ke hore oache e tlameha ho etsa se ts'oanang le ts'ebetso ea mohala oa selefouno, ke hore, o ka fumana boiphihlelo ba selefouno ka oache; nts'etsopele ea oache ea Xiaomi e batla e lieha, ponahalo e sebetsa hantle, ts'ebetso e mengata ea selikalikoe sa letsoho e fetisetsoa oacheng. " Liao Zihan o boletse.
Leha ho le joalo, Steven Waltzer o boletse hore tokollo ea mefuta e mecha, likarolo tse betere le litheko tse ntle ke kholo ea kholo e tsamaisang 'maraka oa li-smartwatch, empa OPPO, Vivo, realme, oneplus, e leng ba kenang ka morao ho nako, ba ntse ba hloka ho sebelisa matla a mangata haeba ba batla ho fumana karolo ea 'maraka ho tsoa ho libapali tse ka sehloohong.
Ho theoha ha theko ea yuniti ho hlahisitse seoa?
Mabapi le mebaraka e fapaneng ea libaka, lintlha tsa Counterpoint li bonts'a hore 'maraka oa China oa smartwatch o sebelitse hampe kotareng ea bobeli ea selemo sena mme o ile oa haptjoa ke mmaraka oa India, oa tla oa boraro, athe basebelisi ba US e ntse e le bareki ba kholo ka ho fetisisa 'marakeng oa smartwatch.Ho bohlokoa ho bolela hore 'maraka oa li-smartwatch tsa India o tuka, ka sekhahla sa kholo e fetang 300%.
"Nakong ea kotara, karolo ea 30 lekholong ea mehlala e rometsoeng 'marakeng oa India e ne e le ka tlase ho $50."Sujeong Lim o itse, "Li-brand tse kholo tsa lehae li hlahisitse mefuta e theko e tlaase, e fokotsang tšitiso ea ho kena ho bareki."Tabeng ena, Sun Yanbiao o ile a boela a re 'maraka oa li-smartwatch oa India o ntse o hōla ka potlako eseng feela ka lebaka la motheo oa oona o seng o le monyenyane, empa hape hobane lihlahisoa tsa lehae tsa Fire-Boltt le Noise li hlahisitse lisebelisoa tse theko e tlaase tsa Apple Watch.
Tabeng ea indasteri e fokolang ea lisebelisoa tsa elektroniki tsa bareki, Sun Yanbiao o na le tšepo mabapi le litebello tsa 'maraka tsa lioache tse bohlale tse ileng tsa mamella serame."Lipalo-palo tsa rona li bonts'a hore smartwatch ea lefats'e e holile ka 10% selemo le selemo kotareng ea pele ea selemo sena mme e lebelletsoe ho hola ka 20% selemo le selemo bakeng sa selemo kaofela."O itse seoa se secha sa pneumonia se etsa hore bareki ba ele hloko haholoanyane bophelo bo botle, 'maraka oa lefats'e o bohlale oa ho shebella o tla ba le fensetere ea ho phatloha halofo ea pele ea selemo se tlang.
'Me liphetoho tse ling tsa li-stall tsa elektronike tsa Huaqiang North li ile tsa tebisa tšepo ea Sun Yanbiao khopolo-taba ena."Palo ea liperesente tse rekisang lioache tse bohlale 'marakeng oa Huaqiang North ka 2020 e ne e ka ba 10%,' me e se e holile ho fihla ho 20% halofong ea pele ea selemo sena."O lumela hore se tšoanang ke sa lisebelisoa tse aparoang, lebelo la nts'etsopele ea lioache tse bohlale li ka fetisetsoa ho TWS, 'marakeng oa TWS ka nako e chesang ka ho fetisisa, Huaqiang North e na le 30% ho 40% ea li-stall tse sebetsanang le khoebo ea TWS.
Ho ea ka maikutlo a Sun Yanbiao, ho ata ha lioache tse bohlale tsa mefuta e 'meli ke lebaka la bohlokoa la ho phatloha ha lioache tse bohlale selemong sena.Seo ho thoeng ke "dual-mode" se bolela oache e bohlale e ka hokahanngoa le mohala oa thekeng ka Bluetooth, empa hape e ka fihlela mesebetsi e ikemetseng ea puisano joalo ka ho letsa ka karete ea eSIM, joalo ka ho matha bosiu ntle le ho roala mohala, le oache e bohlale e ka letsetsa le ho qoqa le WeChat.
Re lokela ho hlokomela hore eSIM ke Embedded-SIM, 'me eSIM card ke SIM card e kentsoeng.Ha ho bapisoa le SIM card ea setso e sebelisoang liseleng, eSIM card e kenya SIM card ka har'a chip, kahoo ha basebelisi ba sebelisa lisebelisoa tse bohlale tse nang le eSIM card, ba hloka feela ho bula tšebeletso ea inthaneteng le ho khoasolla lintlha tsa nomoro ho eSIM card, le joale lisebelisoa tse bohlale li ka ba le ts'ebetso ea puisano e ikemetseng joaloka liselefouno.
Ho latela Sun Yanbiao, ho sebelisana ha mekhahlelo e 'meli ea eSIM card le mohala oa Bluetooth ke matla a mantlha a oache e bohlale ea kamoso.Karete ea eSIM e ikemetseng le sistimi e arohaneng ea OS e etsa hore oache e bohlale e se hlole e le "toy" ea likhoho le likhopo, 'me oache e bohlale e na le menyetla e mengata ea nts'etsopele.
Ka kholo ea theknoloji, bahlahisi ba ntseng ba eketseha ba leka ho hlokomela ts'ebetso ea mohala ho lioache tse bohlale.Ka Mots'eanong selemong sena, GateKeeper e ile ea tsebisa Tic Watch ea lidolara tse sekete tsa lidolara tse sekete, e ts'ehetsang puisano e ikemetseng ea eSIM e le 'ngoe,' me e ka sebelisa oache e le 'ngoe ho amohela le ho letsetsa, le ho hlahloba le ho amohela leseli ho tsoa ho QQ, Fishu le Nail. ka boikemelo.
"Hona joale, bahlahisi ba kang Zhongke Lanxun, Jieli le Ruiyu ba ka fana ka li-chips tse hlokahalang bakeng sa lioache tse bohlale tsa mefuta e 'meli,' me tse phahameng li ntse li hloka Qualcomm, MediaTek, joalo-joalo. Ha ho kotsi, lioache tse peli li tla e tla tsebahala karolong ea bone ea selemo sena, 'me theko e tla theohela ho li-yuan tse 500."Sun Yanbiao o boletse.
Steven Waltzer o boetse o lumela hore theko ea kakaretso ea li-smartwatches Chaena e tla ba tlase nakong e tlang."Theko ea kakaretso ea li-smartwatches tsa Chaena e tlase ka 15-20% ho feta linaheng tse ling tse hōlang moruong, 'me ha e le hantle e lula e le ka tlaase ho karolelano ea lefatše ka bophara e amanang le 'maraka oa li-smartwatch. ka 8% pakeng tsa 2022 le 2027."
Nako ea poso: Jan-11-2023
