The field of wearable devices, which is about to rise, has already attracted a new round of "enclosure".
After Apple, Google, Samsung, Intel and other industries have laid out the wearable field, semiconductor giants who have missed opportunities in the field of smartphones and tablets have turned their attention to this market that is still in a melee.
In this area, a shaped ecosystem has not yet been established. In the absence of a business model, the early giants are still hard to win.
Beat wearable
Driven by the tide of smart phones, MEMS sensors have also become hot. Many MEMS manufacturers have achieved high growth in the past year or two. Major manufacturers like Freescale have also received a large number of orders.
The development of semiconductor giant Broadcom itself on wearable devices has also accelerated. Since the second half of last year, Broadcom has launched WICED Direct, which integrates Bluetooth, WiFi, NFC, and positioning technologies into wearable devices. At this year's Mobile World Congress, Broadcom demonstrated low-power wearables facing the mass market. A single-chip solution (SoC) for devices. Broadcom President and CEO Scott McGregor told the "First Financial Daily" reporter in an interview recently that in view of the importance of sensors for wearable devices, Broadcom will also develop sensory devices through the acquisition of sensor companies. To accelerate penetration into the wearable field.
It’s not that the Broadcom family values ​​the wearable market so much. In fact, from the upstream components to the downstream end products, the wearable field is the highlight of this year.
Samsung has the fastest action and has launched two smart watches running TIzen operating system; in the third quarter of this year, the highly anticipated iWatch will also be listed; just last week, Google, which has been standing still, officially blew the horn of this battle. Through its official blog, it released the news of Android Wear, saying that the first attempt of the system will be on smart watches, and there is news that LG, Asus, HTC, Motorola Mobile and Samsung will be hardware partners of Android Wear, and Broadcom It is one of its chip partners; MediaTek has come up with a mature wearable solution; Lianxin Technology also announced the launch of the LC171X chip wearable solution in early March; Beijing Junzheng second-generation wearable device chip has also completed research and development , will be put into trial production of the filming stage; Baidu, Shanda, Yingqu, ZTE, Huawei, Lenovo, Xiaomi and other companies, have also put out the development and listing plan for wearable hardware.
In addition, Intel also hopes that wearable technology can "save the country", but Intel is not developing its own device products, but focusing on the underlying technology of wearable devices.
Profit mode fog
“Although everyone has great enthusiasm for the wearable market, it is a pity that the entire ecosystem does not have a clear business model.†Gu Wenjun, a senior analyst at iSuppli, broke through the hidden concerns, Gu Wenjun analyzed the reporter, if from the positioning, technology In terms of promotion, promotion and business model, most of them only stay in the first two steps. It is the biggest problem to find a clear profit method.
“When investigating the company, I found that for wearable devices, although everyone is involved, they are very annoyed about what to do and are waiting for the giants’ footsteps.†Chen Mingbo, deputy director of the Shanghai Science and Technology Commission, said that the industry needs to continue to develop. Successful products bring some lessons, just like the iPhone boosting smartphone industry, everyone has a clear direction.
In fact, the entry barrier for the wearable industry is low, which also creates a short-lived bubble in the market. A manufacturer told reporters: "You can invent a device with just one chip, and the cost of a chip may be as low as 10 yuan. Because of this, many domestic teams develop and launch products with very short or even less than one cycle. I rushed into the year."
Therefore, homogenization and non-innovation of functions have become the embarrassment of this industry. The above-mentioned people said that they either do wrist watch glasses or medical equipment and motion monitoring, and the product form is too single. If there is no new breakthrough, the wearable device is equivalent to a smartphone accessory, which is difficult to form user stickiness.
Although the barrier to entry is low, the overall ability is very high. Zhang Yi, CEO of Ai Media Consulting, told reporters that there is a need for strong innovation and technical capabilities to integrate business content from various fields. Many companies are still in the process of exploration.
Under this circumstance, the strategic layout of the giants will have to bear the fruits of victory, and it is still difficult.
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