Analysis- the illusion of intelligent wearable heat behind(分析-智能可穿戴热背后的假象)

Analysis:theillusionofintelligentwearableheatbehind(ResearchpapersDownloadnews)asatitle,nottoblindlymouthingintelligenthardwareheat,buttheheatintheheatofintelligenthardwareandmediamarkets,andindeedisalreadyarainbownight.ThemostimportantconsumerelectronicsCESandMWCAssemblytwoyearshaveended,inrenderingthemediaandanalysts,themarketseemstobewearinggoldiseverywhere,buttheactualmarketperformancesowhat?Heatbehindwearingfullprosperityillusion.FirstDataillusion,severalsetsofdatawhichisfrequentlycited:1)BIIntelligenceforecasts2014globalwearabledeviceshipmentswillreach100millionunits,while2018willreach300millionunits,accordingtoanaverageof$42pershipmentpricesin2018globalsalesvolumeofthewearabledevicetoreach$12billion.2)ABIResearchforecastoverthenextfiveyearsandwearabledevicesbeganeruptingpopularityin2018globalwearabledeviceshipmentswillreach485million1units,correspondingtothesalesvolumeof$19billion.3)CreditSuisseforecastforthenext2-3years,thescaleofwearabletechnologymarketwillgrowfromthecurrent30-50millionto$300-500million.Backtoreality,thesamepointofviewseveralsetsofdata.Pebblesalesdatain2013was27.5millionunitsinthefirsthalf,afterwhichnopublicsalesdata,this2012hasintroducedproducts,anupgradewascarriedoutonCES2014inJanuary,thechangeonlyincreasedthemetalsheetwiththechoice.SamsunghasaglobalmarketappealGearinmid-November2013,inahurrytosayGearhassold800,000unitsofsmartwatches,thearmyoftheSouthKoreanSamsungMediaBusinessKorealocalmediasaidafterthelaunchoftheSamsungGear11monthonlysold50,000units,soldonly800to900unitsaday.Thisisamanifestationofsmartwatchestwostarproducts,andtheestimatedsizeofthehundredsofmillionsofbodiesisfarfromfar.RepresentativeslookJawboneUPandFitbitFlexbracelettwoclasses.SincetheJawbone,Fitbitbothcompaniesnotyet2listed,itisdifficulttofindpublicdata,whichisverystrange,almostimpossibletofindaflywearinganyscalemarket2013sales,butasetofdatareleasedinJanuaryNPDcompanydisplay,Fitbit,JawboneUP,andNikeFuelBandwearabledivideupthemarketshareof97%whichFitbitaccountfor68%,Jawboneaccountedfor19%,NikeFuelBandaccountedfor10%,andothervendorstocarveuptheremaining3%.MeanwhileNPDrevealedanotherdata,in2013themarketvalueoftheglobalwearabledevice$330million,whichmaybeinaccordancewiththeaverageprice$100tocalculatethetotalsalesofonly3.3millionunits,sothedataisthebiggestillusion.DomesticbouncedintopracticeThisisforeign,intelligentwearabledevicetoacceptahigherdegreeofmarketperformancelikethis.Lookatthedomesticmarket,youseethattheupsanddownsofeachteamseeinghimintelligenthardwarefromtallbuildings,seeinghisfeastmedia,seeinghebounced.......inWatchshipmentsdelayed20days,NutshellGWatchdelayedreleasedateamonth,TumanT-Fireisbeingbouncedpushedtothecusp......donotbounce3butnotnormal,bouncingexplainwhatshowsboastHaikou,inadequatepreparation,indicatingFlexunderestimatedthedifficultyoftheclassofhardwareproductlaunch.MostoftheteammembersbyagroupofintelligenthardwareandtheInternethaveexperiencedhardwareengineers,accordingtotheInternetthinkingtocreateproducts,butdidnotthinkofcastingintelligenthardwareproducts,Internetproductsandrhythmisnotthesameandyoucanrecruitagroupofengineers,10daystodevelopanapplicationproducts,butyouhavetosolvethesupplychain,molds,hardwaredebugginginashorttimeisimpossible.Besides,whatanillusion?1,homogeneousproductsblowoutHomogenizationsmartwearmarketisalreadythemostobvioussituation,from...

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