Ekuwohlokeni kwemakethe ye-elekthronikhi yabathengi isiyonke ngo-2022, ukuthunyelwa kwama-smartphone kwehle kwafika ezingeni leminyaka embalwa edlule, ukukhula kwe-TWS (amahedfoni estereo angenantambo ngempela) akusabambeki komoya, kuyilapho amawashi ahlakaniphile emelene namagagasi abandayo embonini.
Ngokombiko omusha wenkampani yocwaningo lwemakethe i-Counterpoint Research, ukuthunyelwa emakethe ye-smartwatch yomhlaba wonke kukhule ngo-13% unyaka nonyaka engxenyeni yesibili ka-2022, imakethe yase-India ehlakaniphile ikhula ngaphezu kuka-300% unyaka nonyaka ukudlula i-China. endaweni yesibili.
U-Sujeong Lim, iphini lomqondisi we-Counterpoint, uthe iHuawei, i-Amazfit nezinye izinhlobo ezinkulu zaseShayina zibone ukukhula okulinganiselwe kwe-YoY noma ukwehla, futhi imakethe ye-smartwatch isesendleleni efanele yokukhula okunempilo uma kubhekwa ukwehla kwe-9% YoY emakethe yama-smartphone ngaphezulu. isikhathi esifanayo.
Mayelana nalokhu, u-Sun Yanbiao, umqondisi we-First Mobile Phone Industry Research Institute, utshele i-China Business News ukuthi ubhubhane olusha lwe-pneumonia luye lwaholela abathengi ukuthi baqinise isimo sabo sezempilo (njengokuqapha umoya wegazi kanye nokushisa komzimba), kanye ne-smartwatch yomhlaba wonke. imakethe cishe izoqhuma engxenyeni yokuqala yonyaka ozayo.Futhi uSteven Waltzer, umhlaziyi omkhulu wemboni yezinsizakalo zamasu okungenantambo emhlabeni wonke enkampanini yocwaningo lwemakethe i-Strategy Analytics, uthe, "Imakethe yewashi elihlakaniphile laseShayina ihlukaniswe ngokususelwa ezimeni zohlelo lokusebenza, futhi ngaphezu kwabadlali abakhulu abanjengoGenius, Huawei noHuami, OPPO, I-Vivo, i-realme, i-oneplus nezinye izinhlobo ezinkulu zama-smartphone aseShayina nazo ziyangena kumjikelezo we-smartwatch, kuyilapho abathengisi bewashi elihlakaniphile abancane nabaphakathi nendawo nabo bangena kule makethe yomsila omude, nayo enezici zokuqapha impilo futhi incane. kuyabiza."
"I-War on the Wrist"
Uchwepheshe wedijithali nombuyekezi u-Liao Zihan waqala ukugqoka amawashi ahlakaniphile ngo-2016, kusukela ku-Apple Watch yokuqala kuya ku-Huawei Watch yamanje, lapho engazange ashiye iwashi elihlakaniphile esandleni sakhe.Okumxakayo wukuthi kukhona abebekungabaza ukufunwa kwamawashi ahlakaniphile, bewagcona bethi “amasongo amakhulu ahlakaniphile”.
"Okunye wukudlala indima yokwazisa ngolwazi, kanti okunye ukuvala isikhala sokuntuleka kokuqapha umzimba ngamaselula."U-Liao Zihan uthe labo abathanda imidlalo abafuna ukwazi isimo sabo sezempilo bangabasebenzisi bangempela abaqondiswe kumawashi ahlakaniphile.Idatha efanele evela ku-Ai Media Consulting ikhombisa ukuthi phakathi kwemisebenzi eminingi yamawashi ahlakaniphile, ukuqapha idatha yezempilo kuwumsebenzi osetshenziswa kakhulu ngabasebenzisi abahloliwe, okuhlanganisa u-61.1%, kulandelwa ukuma kwe-GPS (55.7%) kanye nomsebenzi wokuqopha ezemidlalo (54.7% ).
Ngokombono ka-Liao Zihan, amawashi ahlakaniphile ahlukaniswe ikakhulukazi izigaba ezintathu: eyodwa iwashi lezingane, njenge-Xiaogi, 360, njll., egxile ekuphepheni nasekuhlalisaneni kwezingane;elinye iwashi elihlakaniphile eliqeqeshiwe njenge-Jiaming, i-Amazfit ne-Keep, athatha indlela yemidlalo yangaphandle eyeqisayo futhi eqondiswe kubantu abangochwepheshe futhi abiza kakhulu;kanti elinye iwashi elihlakaniphile elethulwe abakhiqizi bama-smartphone, athathwa njengamaselula Ukuhambisana kwama-smart phones.
Ngo-2014, i-Apple yakhipha isizukulwane sokuqala se-Apple Watch, eyaqala umjikelezo omusha "wempi esihlakaleni".Ngemuva kwalokho kulandele abakhiqizi bamaselula basekhaya, uHuawei ukhiphe iwashi lokuqala le-smartwatch iHuawei Watch ngo-2015, i-Xiaomi, efake izinto ezigqokwayo isuka kwisongo elihlakaniphile, yangena ngokusemthethweni e-smartwatch ngo-2019, kuyilapho i-OPPO ne-Vivo bengena emdlalweni sekusele isikhathi eside, bekhipha imikhiqizo ehlobene ne-smartwatch. ngo-2020.
Idatha ehlobene ne-Counterpoint ibonisa ukuthi i-Apple, i-Samsung, i-Huawei kanye ne-Xiaomi laba bakhi bamaselula basohlwini oluyisi-8 oluphambili lokuthunyelwa ezimakethe ze-smartwatch ngekota yesibili ka-2022. Nokho, nakuba abakhiqizi basekhaya beselula be-Android bengenile emakethe, uLiao Zihan ukholelwa ukuthi. kungenzeka babheke ku-Apple ekuqaleni ukwenza amawashi ahlakaniphile.
Sekukonke, esigabeni se-smartwatch, abakhiqizi be-Android benze intuthuko kwezempilo nobubanzi ukuze bazihlukanise ne-Apple, kodwa ngamunye unokuqonda okuhlukile kwamawashi ahlakaniphile."I-Huawei ibeka ukuqapha kwezempilo kuqala, kukhona ne-Huawei Health Lab ekhethekile, egcizelela ububanzi bayo kanye nomsebenzi wokuqapha impilo; Umqondo we-OPPO ukuthi iwashi kufanele lenze okufanayo nokusebenza kweselula, okungukuthi, ungathola okuhlangenwe nakho komakhalekhukhwini ngewashi; ukuthuthukiswa kwewashi le-Xiaomi kuhamba kancane, ukubukeka kwenza kahle, umsebenzi omningi wendandatho yesandla udluliselwa ewashini. " kusho uLiao Zihan.
Kodwa-ke, uSteven Waltzer uthe ukukhishwa kwamamodeli amasha, izici ezingcono namanani avumayo abashayeli bokukhula abashayela imakethe ye-smartwatch, kodwa i-OPPO, Vivo, realme, oneplus, abangene sekwephuzile, basadinga ukusebenzisa amandla amaningi uma bafuna ukuzuza ingxenye yemakethe kubadlali abayinhloko.
Ukwehla kwentengo yeyunithi kubangele ukuqubuka?
Mayelana nezimakethe zesifunda ezihlukene, idatha ye-Counterpoint ibonisa ukuthi imakethe ye-smartwatch yase-China ayisebenzi kahle kwikota yesibili yalo nyaka futhi yadlulwa yimakethe yase-India, ingena endaweni yesithathu, kuyilapho abasebenzisi base-US basengabathengi abakhulu emakethe ye-smartwatch.Kuhle ukusho ukuthi imakethe ye-smartwatch yase-India iyavutha, ngezinga lokukhula elingaphezu kwama-300%.
"Phakathi nekota, amaphesenti angama-30 amamodeli athunyelwe emakethe yaseNdiya abe nenani elingaphansi kwama-$50."USujeong Lim uthe, "Imikhiqizo yasendaweni enkulu yethule amamodeli angabizi kakhulu, ehlisa umgoqo wokungena kubathengi."Mayelana nalokhu, u-Sun Yanbiao uphinde wathi imakethe ye-smartwatch yase-India ikhula ngokushesha hhayi nje ngenxa yesisekelo sayo esivele sincane, kodwa futhi ngoba imikhiqizo yasendaweni ye-Fire-Boltt ne-Noise yethule ama-Apple Watch angabizi.
Endabeni yomkhakha wama-elekthronikhi wabathengi obuthaka, u-Sun Yanbiao unethemba ngamathemba emakethe amawashi ahlakaniphile amelane nokubandayo."Izibalo zethu zibonisa ukuthi i-smartwatch yomhlaba wonke ikhule ngo-10% unyaka nonyaka engxenyeni yokuqala yalo nyaka futhi kulindeleke ukuthi ikhule ngo-20% unyaka nonyaka unyaka wonke."Uthe ubhubhane olusha lwe-pneumonia lwenza abathengi banake kakhulu impilo, imakethe yewashi ehlakaniphile yomhlaba izoba nefasitela lokuqubuka engxenyeni yokuqala yonyaka ozayo.
Futhi ezinye izinguquko ku-Huaqiang North electronic stalls, zajulisa ukuzethemba kuka-Sun Yanbiao kulokhu kuqagela."Iphesenti lezitolo ezithengisa amawashi ahlakaniphile emakethe yaseHuaqiang North ngo-2020 lalicishe libe ngu-10%, futhi selikhule lafinyelela ku-20% engxenyeni yokuqala yalo nyaka."Ukholelwa ukuthi okufanayo kungokwezinto ezigqokwayo, umfutho wokuthuthukiswa kwamawashi ahlakaniphile ungadluliselwa ku-TWS, emakethe ye-TWS ngesikhathi esishisa kakhulu, i-Huaqiang North ine-30% kuya ku-40% yezitolo ezisebenza ebhizinisini le-TWS.
Ngokombono ka-Sun Yanbiao, ukwanda okwengeziwe kwamawashi ahlakaniphile anemodi ekabili kuyisizathu esibalulekile sokuqhuma kwamawashi ahlakaniphile kulo nyaka.Okubizwa nge-dual-mode kubhekise ewashini elihlakaniphile lingaxhunywa kumakhalekhukhwini nge-Bluetooth, kodwa futhi lingakwazi ukufeza imisebenzi yokuxhumana ezimele njengokushaya nge-eSIM khadi, njengokugijima ebusuku ngaphandle kokugqoka iselula, nokugqoka Iwashi elihlakaniphile lingafona futhi lixoxe ne-WeChat.
Kufanele kuqashelwe ukuthi i-eSIM iyi-Embedded-SIM, futhi i-eSIM khadi iyi-SIM khadi eshumekiwe.Uma kuqhathaniswa nekhadi le-SIM elivamile elisetshenziswa komakhalekhukhwini, i-eSIM khadi ishumeka i-SIM khadi ku-chip, ngakho-ke lapho abasebenzisi besebenzisa amadivaysi ahlakaniphile anekhadi le-eSIM, badinga kuphela ukuvula isevisi ku-inthanethi futhi badawunilode imininingwane yenombolo ekhadini le-eSIM, futhi khona-ke amadivaysi ahlakaniphile angaba nomsebenzi wokuxhumana ozimele njengomakhalekhukhwini.
Ngokuka-Sun Yanbiao, ukuphilisana kwemodi ekabili ye-eSIM khadi kanye nocingo lwe-Bluetooth kungamandla ayinhloko ewashi elihlakaniphile lesikhathi esizayo.Ikhadi le-eSIM elizimele kanye nesistimu ye-OS ehlukene yenza iwashi elihlakaniphile lingaseyona "ithoyizi" lenkukhu nombambo, futhi iwashi elihlakaniphile linamathuba amaningi okuthuthukiswa.
Ngokukhula kobuchwepheshe, bayanda abakhiqizi abazama ukubona umsebenzi wekholi kumawashi ahlakaniphile.NgoMeyi walo nyaka, i-GateKeeper yethula iwashi le-4G le-4G le-Tic Watch, elisekela ukuxhumana nokuzimela kwetheminali eyodwa ye-eSIM eyodwa, futhi engakwazi ukusebenzisa iwashi lodwa ukuze yamukele futhi ishaye izingcingo, futhi ihlole futhi yamukele ulwazi oluvela ku-QQ, Fishu neNail. ngokuzimela.
"Okwamanje, abakhiqizi abafana noZhongke Lanxun, Jieli noRuiyu banganikeza ama-chips adingekayo kumawashi ahlakaniphile anemodi ekabili, kanti asezingeni eliphezulu asadinga i-Qualcomm, iMediaTek, njll. Ayikho ingozi, amawashi anemodi ekabili izoduma ngekota yesine yalo nyaka, futhi intengo izokwehla iye ku-500 yuan."Kusho uSun Yanbiao.
USteven Waltzer futhi ukholelwa ukuthi intengo iyonke yamawashi ahlakaniphile e-China izokwehla ngokuzayo."Intengo isiyonke yamawashi ahlakaniphile e-China iphansi ngo-15-20% kunakwamanye amazwe akhula kakhulu, futhi empeleni isalokhu ingaphansi kancane kwesilinganiso somhlaba wonke uma kuqhathaniswa nemakethe yonke ye-smartwatch. Njengoba ukuthunyelwa kukhula, silindele ukuthi amanani entengo e-wholesale ewonke e-smartwatch ehle. ngo-8% phakathi kuka-2022 no-2027."
Isikhathi sokuthumela: Jan-11-2023
