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スマートウォッチ:デジタル&ハイブリッドベンダ戦略&予測 2019-2023年

Smart Watches

Digital & Hybrid Vendor Strategies & Forecasts 2019-2023

 

出版社 出版年月電子版価格 ページ数
Juniper Research
ジュニパーリサーチ社
2019年2月GBP2,250
企業ライセンス(PDF+Excel)
62

サマリー

このレポートは世界のスマートウォッチ市場を調査し、2023年までの市場予測やスマートウォッチ企業の位置づけと評価を掲載しています。

主な掲載内容

  • 技術評価
  • 使用事例分析
  • 市場のディスラプション(破壊)分析
  • セグメント別ベンチマーク産業予測
    • コネクティビティ(携帯電話、GNSS、NFC、Wi-Fi)
    • デバイスタイプ(ディスプレーとハイブリッドスマートウォッチ)
    • デバイスベンダ(Apple、Asus、Fitbit、Fossil、Samsung、TAG Heuer、その他)
    • OS(Wear OS、Tizen、WatchOS、その他)
    • アクセスされたアプリ
    • 収益(出荷台数とソフトウェア)

Overview

Juniper’s new and expansive Smartwatches research discusses the trends, disruptions and challenges available in this evolving market; providing a comprehensive analysis of the sector split by:
  • Display Smartwatches
  • Hybrid Smartwatches
Readers will be presented with an extensive view of the latest technological and business developments in the smartwatch space and in-depth forecasts across a variety of metrics. The report also examines the strategies used by key players in the smartwatch market and assesses their prospects in this sector.
This research suite comprises:
  • Market Trends & Vendor Strategies (PDF)
  • 5-Year Market Sizing & Forecast Spreadsheet (Excel)
  • 12 months' access to harvest online data platform

Key Features

  • Technological Evaluation: Assessment of the current state of smartwatch technologies; detailing prospects for their future development, their impact on the sector and emerging trends.
  • Use Cases Analysis: Strategic evaluation of established and emerging use cases for smartwatches and what this means for the future shape of the sector.
  • Market Disruption Analysis: Identification and assessment of potential market disruptors; detailing each vendor’s market disruption potential, strategy and the known features of their upcoming smartwatches.
  • Juniper Leaderboard: Positioning & strategic evaluation of key players in the smartwatch market including:
    • Apple
    • Casio
    • Fitbit
    • Fossil
    • Garmin
    • Google
    • Huami
    • Huawei
    • Matrix
    • Polar
    • Samsung
    • Suunto
    • TAG Heuer
    • Ticwatch
    • Withings
  • Benchmark Industry Forecasts: Market segment forecasts for smartwatch installed base and shipments, as well as software and revenues. Forecasts are split by:
    • Smartwatch type (Hybrid and Display)
    • Connectivity (Cellular, GNSS, NFC, Wi-Fi)
    • Operating System (Wear OS, Tizen, WatchOS, Others)
    • Device Vendor (Apple, Fitbit, Fossil, Samsung, Huawei, Huami, Garmin, TAG Heuer, Others)
    • Apps accessed
    • Revenues (Shipments and Software)

Key Questions

  1. What features and innovations are driving smartwatch adoption?
  2. What is the anticipated size of the smartwatch market?
  3. Who is disrupting, or expected to disrupt, the smartwatch market?
  4. Who are the main smartwatch players and how do they position themselves in the market?
  5. What revenues will smartwatches generate throughout the forecast period?

Companies Referenced

Case Studied: Apple, Matrix, Withings.
 
Included in Juniper Leaderboard: Apple, Casio, Fitbit, Fossil, Garmin, Google, Huami, Huawei, Matrix Industries, Polar, Samsung, Suunto, TAG Heuer, Ticwatch, Withings.
 
Mentioned: ActiGraph, Asus, August, Barclays, Beddit, Bulgari, Daimler AG, Deezer, Dexcom, Diesel, EE, Emporio Armani, Enox, FDA (Food and Drug Administration), E-strap, Frederique Constant, Guess, Honeywell, HTC, Intel, Kate Spade, LG, LIFX, Louis Vuitton, Mark Jacobs, Mercedes-Benz, MHRA (Medicines and Healthcare products Regulatory Agency). Michael Kors, Microsoft, Mondaine, Montblanc, Motorola, Movado, National Healthy Sleep Awareness Project, Nest, Nokia, Omega, OnePlus, Philips, Polar, Porch, Qualcomm, Ressence, Ringly, Rolex, Runkeeper, Skagen, Smart Monitor, Sony, Spotify, Starbucks, Statista, Strava, Swatch, tinyCam, UnionPay, Valencell, Verizon, Versa, Xiaomi, YouTube.  
 

Data & Interactive Forecast

The Smartwatches forecast suite includes:
 
  • Country level data splits for 8 key regions and country forecasts for:
    • Canada
    • China
    • Denmark
    • Germany
    • Japan
    • Norway
    • Portugal
    • South Korea
    • Spain
    • Sweden
    • UK
    • US
  • Segment splits by:
    • Connectivity (Cellular, GNSS, NFC, Wi-Fi)
    • Device Type (display and hybrid smartwatches)
    • Device Vendor (Apple, Asus, Fitbit, Fossil, Samsung, TAG Heuer, Others)
    • Operating System (Wear OS, Tizen, WatchOS, Others)
  • What-If Analysis tool allowing user the ability to manipulate Juniper’s data for 7 different metrics.
  • Access to the full set of forecast data of more than 30 tables and over 4,100 datapoints.

Juniper Research’s highly granular Interactive Excels (IFXLs) enable clients to manipulate Juniper’s forecast data and charts to test their own assumptions using the Interactive Scenario Tool; and compare select markets side by side in customised charts and tables. IFXLs greatly increase clients’ ability to both understand a particular market and to integrate their own views into the model.

8 Key Regions
includes North America, Latin America, West Europe, Central & East Europe, Far East & China, Indian Subcontinent, Rest of Asia Pacific and Africa & Middle East
 
Countries:
Canada, China, Denmark, Germany, Japan, South Korea, Norway, Portugal, Spain, Sweden, UK, USA

 



目次

Table of Contents

1. Smartwatches: Market Directions & Key Takeaways

1.1 Introduction . 6
1.2 Research Scope . 6
1.3 Definitions . 6
1.3.1 Wearable Devices . 6
1.3.2 Smartwatches. 6
Figure 1.1: Fossil Q Commuter, Guess Connect Hybrid Smartwatches & LG Watch W7 . 7
1.4 Smartwatch Market Direction in a Connected World . 7
Figure 1.2: Juniper Roadmap for Smartwatch Features & Specifications . 7
i. Increasing Emphasis on Healthcare . 8
ii. Focus Shifts to Standalone Smartwatches . 8
iii. Hardware Improvements . 8
1.5 Key Takeaways & Recommendations. 8

2. Evolving Use Cases

2.1 Introduction . 11
Figure 2.1: Proportion of Smartwatches Owned by US Population, (%), Survey Findings 2018 . 11
Figure 2.2: Percentage of Daily Functions Used by Smartwatch Owners, US, 2017 (%). 11
2.2 Use Case Impact Analysis . 11
2.2.1 Impact Analysis Summary . 11
Table 2.3: Case Uses Impact Analysis Assessment Factors . 12
Table 2.4: Case Uses Impact Analysis Heatmap . 13
2.3 Fitness . 14
2.3.1 Fitness Software . 14
i. Interpretation & Context . 15
Figure 2.5: Apple Watch Activity Rings & Nokia Steel HR Display . 15
ii. The AI Future . 15
2.3.2 Fitness Features . 15
2.4 Health . 16
2.4.1 Going Beyond Fitness . 16
Figure 2.6: Wearable Owners’ Views on Health Monitoring, US, 2018, (%) . 16
Figure 2.7: Percentage of Health Issues that Wearable Owners Would Like to Monitor, US, 2018 (%) . 17
2.4.2 A Question of Generation . 17
i. The US Opportunity . 17
2.4.3 Heart Monitoring . 17
Case Study: Move ECG by Withings & Series 4 by Apple . 18
Figure 2.8: Withings Move ECG & Apple Watch Series 4 During an ECG . 18
2.4.4 Limitations . 19
i. Regulation . 19
ii. The Technology Behind the Ideas . 19
2.5 Notifications . 20
2.5.1 Notification Features . 20
i. Display . 20
ii. Haptics . 20
iii. Voice . 21
2.5.2 Enterprise Notifications . 21
2.6 Payment . 21
2.6.1 OEM-Pay . 21
Table 2.9: Contactless Mobile Wallets: OEM-Pay Market Share 2018 & 2020 . 22
2.6.2 Strap Payment . 22
Figure 2.10: bPay Loop Devices . 22
2.7 Location Tracking . 23
2.7.1 Trackers: Friends or Foe?. 23
2.7.2 Navigation. 23
2.8 Music . 24
Table 2.11: Essential Features for Music Playing on Smartwatches . 24
2.9 Smart Home . 24
2.9.1 Smart Home Apps & Features . 25
Figure 2.12: Thermostat Controlled Through the Nest App on Apple & Android Smartwatches . 25
2.9.2 Smart Home: Friend or Foe? . 25

3. Market Trends & Disruptions

3.1 Introduction . 27
3.2 Smartwatch Trends. 27
3.2.1 The Focus on Healthcare . 27
i. Glucose Monitoring . 27
ii. Speech Therapy. 27
iii. Seizure Detection . 28
iv. Posture Aid . 28
v. Sleep Monitoring . 28
Figure 3.1: Beddit 3.5 Sleep Monitor . 29
3.2.2 Improved Battery Life . 29
Case Study: PowerWatch X by Matrix Industries. 29
Figure 3.2: PowerWatch X by Matrix Industries . 30
ii. Improved Hardware . 30
3.2.3 More Customisation Options . 30
i. Hardware Customisation . 30
Figure 3.3: Blocks Smartwatch . 31
ii. Software Customisation . 31
3.2.4 Hybrid, Luxury & Sports Manufacturers Catch Up . 31
i. From Hybrid to Digital Watches . 31
Figure 3.4: Michael Kors Runway Smartwatch With Heart Rate Monitoring & GPS . 31
ii. Luxury Brands . 32
iii. Sports Watches . 32
3.2.5 Standalone Smartwatches . 32
Figure 3.5: Top 5 Reasons Why People Have not Bought a Smartwatch, US, 2015, (%) . 33
i. The Impact of 5G . 33
Figure 3.6: Advances of 5G in the Smartwatch Market . 33
3.3 Smartwatch Disruptions . 34
Table 3.7: Potential Smartwatch Disruptors Heatmap Analysis . 34
3.3.1 Microsoft . 34
3.3.2 Google . 35
3.3.3 Motorola . 35
3.3.4 OnePlus . 35
3.3.5 Sony . 36
3.3.6 Apple . 36
3.3.7 Garmin . 37

4. Competitive Landscape & Juniper Leaderboard

4.1 Introduction . 39
4.1.1 Stakeholder Assessment Criteria. 39
Table 4.1: Smartwatch Vendor Capability Assessment Factors . 40
4.2 Stakeholder Analysis: Capability Assessment & Market Positioning . 41
4.2.1 Juniper Leaderboard for Smartwatches . 41
Figure 4.2: Smartwatches Leaderboard . 41
Table 4.3: Smartwatches Leaderboard Scoring . 42
4.2.2 Players Groupings & Conclusions . 43
i. Established Leaders . 43
ii. Leading Challengers . 44
iii. Disruptors & Emulators . 46

5. Smartwatch Market Forecasts & Key Takeaways

5.1 Introduction . 48
5.2 Forecast Methodology. 48
5.2.1 Forecast Steps . 48
i. Analysis of the Current Market . 48
ii. Smartphone Penetration . 48
5.2.2 Methodology for Shipments, Installed Base & Market Value of Smartwatches . 49
5.2.3 Smartwatches Software Methodology . 49
Figure 5.1: Smartwatches Hardware Forecast Methodology . 50
Figure 5.2: Smartwatches Software Forecast Methodology . 51
5.3 Smartwatch Unit Forecasts . 52
5.3.1 Installed Base Forecasts . 52
i. Device Installed Base . 52
Figure & Table 5.3: Smartwatch Installed Base Per Annum (m), Split by 8 Key
Regions, 2018-2023 . 52
Table 5.4: Smartwatch Installed Base Per Annum (m), Split by Category, 2018-2023 . 52
ii. Device Installed Base by Operating System . 53
Figure & Table 5.5: Smartwatch Installed Base Per Annum (m), Split by Operating System, 2018-2023 . 53
iii. Device Installed Base by Vendor . 54
Figure & Table 5.6: Smartwatch Installed Base Per Annum (m), Split by Device Vendor, 2018-2023 . 54
iv. Connectivity Installed Base . 55
Figure & Table 5.7: Smartwatch Installed Base Per Annum (m), Split by Connectivity, 2018-2023 . 55
5.3.2 Shipment Forecasts . 56
i. Device Shipments . 56
Figure & Table 5.8: Smartwatch Shipments Per Annum (m), Split by 8 Key Regions, 2018-2023 . 56
Table 5.9: Smartwatch Shipments Per Annum (m), Split by Category, 2018-2023 . 56
ii. Device Shipments by Operating System . 57
Figure & Table 5.10: Smartwatch Shipments Per Annum (m), Split by Operating System 2018-2023 . 57
iii. Device Shipments by Vendor . 58
Figure & Table 5.11: Smartwatches Shipped Per Annum (m), Split by Device Vendor, 2018-2023 . 58
iv. Connectivity Shipments . 59
Figure & Table 5.12: Smartwatches Shipped Per Annum (m), Split by Connectivity, 2018-2023 . 59
5.3.3 Smartwatch Software Forecasts . 60
i. Apps Accessed . 60
Figure & Table 5.13: Smartwatch Apps Accessed Per Annum (m), Split by 8 Key Regions, 2018-2023 . 60
5.4 Smartwatch Revenues Forecasts. 61
5.4.1 Device Revenues . 61
Figure & Table 5.14: Smartwatch Hardware Revenue per Annum ($m) Split by 8 Key Regions, 2018-2023 . 61
5.4.2 Software Revenues . 62
Figure & Table 5.15: Smartwatch Software Revenue Per Annum ($m) Split by 8 Key Regions, 2018-2023 . 62

 

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