Giants grabbing the "wearable" new territory will set off a wave of acquisitions

The annual World Mobile Communications Conference (MWC) will open on February 24th in Barcelona, ​​Spain. At the previous International Consumer Electronics Show (CES), a number of electronics giants pushed smart wearable devices, making CES a “wearing show”. From now on, this situation is expected to continue on MWC. .

In the face of huge business opportunities, Samsung, LG, Sony and other electronic giants and some Chinese companies are expected to launch wearable devices such as new smart bracelets and smart watches. For investors, the potential opportunities in these equipment supply chains are more worthy of attention.

Giant or push new wearables

According to the latest release of research firm Canalys, 2014 will be a year of transforming wearable technology into consumer, including the two most common forms of smart watches and fitness tracking wristbands. At the upcoming Mobile World Congress (MWC) next week, a number of giants will exhibit exhibits.

According to the US technology website TheVerge on the 19th, South Korea's Samsung Electronics will release a number of new Galaxy Gear wearable devices on the MWC. This release is only half a year after the release of the first generation of Galaxy Gear, and the first generation of Galaxy Gear has been criticized by the outside world for its battery life, strange appearance, and unobtrusive interface. According to Reuters, the new Galaxy Gear will run the TIzen system to improve the first generation of heavy designs and increase the number of compatible smartphones. The first generation of Galaxy Gear runs Android. Industry insiders commented that Samsung’s intention to gradually break away from Google’s platform in different market segments has become more apparent.

In addition, South Korea's LG Electronics, one of Samsung's most powerful competitors, will not be outdone. It will launch wearable devices on MWC. Smart watch G Arch and smart bracelet G Health.G Arch will be paired with LG phones. Health has a health tracking function.

Sony plans to set up a "wearable device workshop" at the show, and is expected to release more information about the smart wristband SmartBand, its associated Core and other wearable devices. Sony used to be known for its innovation and cutting-edge, but in the past few years it has lagged behind other consumer electronics giants, and mobile products such as wearable devices are becoming a new development direction.

Nokia, which has been quiet for many years, is expected to announce its new Nokia smartwatch at MWC. This product is built by the Here map department, so its core function is likely to be positioning, and the biggest feature of this wearable device is its ability to bend and deform.

Chinese companies may also bring "surprise" at the show. According to reports, Huawei may launch wearable devices at MWC, and the industry is expected to be smart watches or smart bracelets. ZTE may also launch a smart watch.

Industry chain has huge business opportunities

According to the prediction of Credit Suisse Group, the current global wearable market is about US$3 billion to US$500 million. It is expected to grow into a huge market of US$30 billion to US$50 billion in the next two to three years. There will be no less than 50%, and there are huge business opportunities in the entire industry. In particular, with the popularity of 4G and mobile terminals, China's domestic wearable market will also see explosive growth. According to data from iResearch, about 6.75 million wearable devices will be sold in China in 2013, and will increase rapidly to 73.5 million units in 2016. In 2013, the domestic market for wearable devices will reach 2.03 billion yuan, and the market size is expected in 2016. It will reach 16.94 billion yuan.

Insiders pointed out that the basic materials attached to the industrial chain of wearable devices are diverse, and the related companies are actually worthy of attention. The upstream end mainly includes sensors, flexible screens, amorphous alloys, processors and memories, batteries and other hardware components such as FPC; the middle reaches are mainly touch modules, bone conduction headphones, MEMS microphones and receivers, and voice interaction technology. Software systems for mobile medical components, body-related products, wristbands, headsets, and chassis are developed; downstream are finished manufacturers, such as well-known Google glasses, Apple iwatch, and Microsoft smart watches.

Research firm Forrester pointed out that FPC, MEMS and powder metallurgy are likely to be the three biggest benefits of wearable devices. And the combination of these three applications will bring more user experience, more data sensing, more morphing applications, better integration of people's entertainment, office, social, educational and medical needs.

But IDC and other organizations are also worried that although all kinds of smart watches and Google glasses have aroused great interest from consumers, the actual performance of consumers in this field is still hard to say, and these products are still only attracting the market. attention.

Or the acquisition boom

In addition to the above-mentioned enterprises, as more industry giants have shown strong interest in the smart wear field, in addition to strengthening their own technology research and development, the acquisition will also intensify, this year or in the industry set off a buying boom. According to TechCrunch, a US technology website, technology giants such as Google and Apple may acquire wearable device maker Basis Science. The company owns the Basis Health Tracker Watch health tracking watch.

According to the report, Basis Science has already started negotiations with Google, Apple, Samsung or Microsoft. The sale price may be "close to $100 million." Currently, Norwest Venture Partners, Mayfield Fund and Intel Venture Capital have invested $30 million in Basis Science. If the transaction is reached, the investor can get a small return. According to informed sources, Basis Science may also choose to launch a third round of financing. Although Basis Science's market share is unknown, due to technology leadership in the industry, the four major technology giants are coveted by this company.

Analysts pointed out that after the acquisition of smart home manufacturer Nest, Google has led the artificial intelligence and hardware market, and currently Google is developing its own smart watch products. At the same time, Apple is developing iWatch, and the Samsung smart watch Galaxy Gear is on the market. With the technical advantages of Kinect, Microsoft is more likely to become a dark horse in the wearable field. In 2014, the wearable device market will be more open, and as more companies enter the market for wearables this year, price declines will become a trend.

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