亚太地区智能可穿戴设备行业市场前景及投资研究报告-培训课件外文版2024.5vivooppo小米苹果

DIGITAL

&

TRENDSSmartwearablesintheAsia-PacificregionCHAPTER

01OverviewRevenueofthedigitalfitness&well-beingdevicemarketworldwidefrom2018to2027,bysegment(inbillionU.S.dollars)Digitalfitness&well-beingdevicemarketrevenueworldwide2018-2027,bysegmentSmartwatchesFitness/ActivityTrackingWristwearSmartScales70605040302010061.6957.6153.3849.1544.9138.638.0532.0532.4229.1925.8723.7422.619.318.4616.114.4611.752.518.596.634.474.775.023.84.183.213.412.31.8620182019202020212022202320242025202620273Description:Overthelasttwoobservations,therevenueisforecasttosignificantlyincreaseinallsegments.Thisreflectstheoveralltrendthroughouttheentireforecastperiodfrom2018to2027.Itisestimatedthattherevenueiscontinuouslyrisinginallsegments.Inthisregard,theSmartwatchessegmentachievesthehighestvalueof61.69billionU.S.dollarsin2027.ReadmoreNote(s):Worldwide;2018to2027Source(s):DigitalMarketInsightsRevenuegrowthofthefitness/activitytrackingwristwearmarketworldwidefrom2018to2027Revenuegrowthoffitness/activitytrackingwristwearworldwide2018-202740%37.64%36.74%35%30%25%20%15%10%5%29.48%23.08%19.85%17.14%14.45%12.82%11.38%202211.07%20270%201820192020202120232024202520264Description:Theglobalrevenuegrowthinthefitness/activitytrackingwristwearsegmentofthedigitalhealthmarketwasforecasttocontinuouslydecreasebetween2023and2027byintotal8.8percentagepoints.Therevenuegrowthisestimatedtoamountto11.07percentin2027.Findotherkeymarketindicatorsconcerningthefitness/activitytrackingwristwearsegmentofthedigitalhealthmarketworldwide,suchasnumberofusersandrevenue.ReadmoreNote(s):Worldwide;2018to2027Source(s):DigitalMarketInsightsWearablesunitshipmentsworldwidefrom2014to2022(inmillions)Totalwearabledeviceunitshipmentsworldwide2014-2022600533.6492.1500444.7400346.43002001000172.22018115.42017102.4201681.928.82014201520192020202120225Description:In2022,globalshipmentsofhearables,watches,wrist-bands,andotherwearablesstandsat492.1millionunits.Therewasa21.9percentpercentyear-over-yeardecreasecomparedtothepreviousyear.

ReadmoreNote(s):Worldwide;2014to2022Source(s):IDC;Wearablesunitshipmentsworldwidefrom2014to2022(inmillions),byvendorWearablesunitshipmentsworldwide2014-2022,byvendorAppleXiaomiHuaweiSamsungFitbitGarminFossilImagineMarketingOther60050040030020010002014201520162017201820192020202120226Description:In2022,Applewastheleadingwearabledevicevendors,witharound146.3millionglobalunitsshipped.ApplewasfollowedbySamsungandXiaomi,whichshippedaround43.1millionand34.7shipmentsworldwide,respectively.

ReadmoreNote(s):Worldwide;2014to2022Source(s):IDCShareofsmartwatchshipmentsfrom2020to2022,byregionSmartwatchshipments2020-2022,byregionNorthAmericaChinaIndiaRestofworld120%100%80%60%40%20%0%31%37%28%3%10%24%21%19%27%33%30%28%2020202120227Description:In2022,NorthAmericaandIndiawerethelargestsmartwatchmarkets,occupying28percentand21percentofthemarket,respectively.Chinafollowedinthethirdplaces,representing19percentofglobalsmartwatchmarketIndia'sshareofshipmentsgrewfrom3percentin2020to21percentin2022,markingasignificantgrowthofIndia'ssmartwatchmarket.ReadmoreNote(s):Worldwide,NorthAmerica,China,India;2020to2021Source(s):CounterpointResearchCHAPTER

02APACoverviewRevenueofthefitnesstrackingsmartwearablesmarketintheAsia-Pacificregionin2022,withaforecastfor2027,bysubregion(inbillionU.S.dollars)SmartfitnesswearablesmarketrevenueAPAC2022-2027,bysubregionMarketrevenueinbillionU.S.dollars2027*202022051015253035404540.83EastAsiaSouthAsia22.8711.963.842.111.42SoutheastAsiaOceania0.980.699Description:In2022,themarketforfitnesstrackingsmartwearablesinEastAsiageneratedanestimated22.9billionU.S.dollarsinrevenue.Thesubregion'smarketwasforecasttogrowsignificantlyoverthefollowingyears,settoreacharound40.8billionU.S.dollarsby2027.Similarly,SouthAsia'smarketforfitnesstrackingsmartwearableswasprojectedtomorethantripleinsizeduringthatsametimeperiod.ReadmoreNote(s):Asia,APAC;asofJune2022;includessmartwatches,smartscales,andfitness/activitytrackingwristwearSource(s):DigitalMarketInsightsLargestsmartwatchmarketsintheAsia-Pacificregionin2022,byrevenue(inmillionU.S.dollars)LargestsmartwatchmarketsAPAC2022,byrevenueMarketrevenueinmillionU.S.dollars6,000

8,00002,0004,00010,00012,00014,00016,000ChinaJapan14,510959.1884.6SouthKoreaAustraliaNewZealandVietnam346156.6124.3104.893.7686.6982.01SingaporeIndonesiaIndiaMalaysia10Description:In2022,China'ssmartwatchmarketgeneratedanestimated14.51billionU.S.dollarsinrevenue,makingitthelargestmarketacrosstheAsia-Pacificregionbyfar.Japan,theregion'ssecondlargestsmartwatchmarket,generatedjustunder960millionU.S.dollarsthatyear.ReadmoreNote(s):Asia,APAC;asofJune2022Source(s):DigitalMarketInsightsSmartwatchusagepenetrationrateintheAsia-Pacificregionin2022,byselectedcountrySmartwatchuserpenetrationAPAC2022,bycountryPenetrationrate8%0%2%4%6%10%12%14%16%NewZealandSouthKoreaSingaporeAustraliaChina14.88%8.46%8.1%6.88%4.65%Japan3.69%MalaysiaVietnam1.92%0.95%0.33%IndonesiaIndia

0.05%11Description:In2022,thesmartwatchpenetrationrateinNewZealandstoodatanestimated14.88percent,thehighestacrosstheAsia-Pacificregion.Incontrast,India'ssmartwatchpenetrationamountedto0.05percentthatyear.

ReadmoreNote(s):Asia,APAC;asofJune2022Source(s):DigitalMarketInsightsLargestfitnessandactivitytrackingwristwearmarketsintheAsia-Pacificregionin2022,byrevenue(inmillionU.S.dollars)LargestfitnesstrackingwristwearmarketsAPAC2022,byrevenueMarketrevenueinmillionU.S.dollars05001,0001,5002,0002,5003,0003,5004,0004,5004,3325,000ChinaIndia3,454Japan439.7IndonesiaSouthKoreaAustraliaVietnam351.7191113.887.4372.9651.5749.84PhilippinesThailandBangladesh12Description:In2022,China'sfitnesstrackingwristwearmarketgeneratedanestimated4.33billionU.S.dollarsinrevenue,makingitthelargestmarketacrosstheAsia-Pacificregion.IndiawasthesecondlargestfitnesswristwearmarketinAPACthatyear,generatingaround3.45billionU.S.dollarsinrevenue.ReadmoreNote(s):Asia,APAC;asofJune2022Source(s):DigitalMarketInsightsFitnessandactivitytrackingwristwearusagepenetrationintheAsia-Pacificregionin2022,byselectedcountryFitnesstrackingwristwearuserpenetrationAPAC2022,byrevenuePenetrationrate0.0%SouthKorea0.5%1.0%1.5%2.0%2.5%3.0%3.5%4.0%4.5%4.55%4.49%5.0%AustraliaIndia3.67%3.6%JapanChina3.02%2.85%IndonesiaThailandPhilippinesVietnamBangladesh2.23%1.73%1.57%0.87%13/statistics/1399844/apac-fitness-tracking-wristwear-penetration-by-countryIn2022,thefitnesstrackingwristwearpenetrationrateinSouthKoreastoodatanestimated4.55percent,thehighestacrosstheAsia-Pacificregion.Incontrast,Bangladesh'sfitnesstrackingwristwearpenetrationamountedto0.87percentthatyear.ReadmoreNote(s):Asia,APAC;asofJune2022Source(s):DigitalMarketInsightsShareofsmartwatchandfitnesstrackerownersinAsiain2022,bycountryorterritoryShareofsmartwearableownersAsia2022,bycountrySmartwatchFitness/activitytrackerBoth90%80%70%20%11%13%28%60%50%40%30%20%10%0%13%10%14%9%11%7%8%12%3%9%5%13%8%7%15%8%7%8%46%42%38%37%37%33%10%31%30%29%27%25%16%ChinaHongKongTaiwan

SouthKoreaIndiaVietnamThailandMalaysiaIndonesia

Singapore

PhilippinesJapan14Description:AsurveyconductedbyRakutenInsightinSeptember2022foundthat46percentoftherespondentsinChinaownedsmartwatches.ThesmartwatchandfitnesstrackerownershipwaslowestinJapan,with16percentoftherespondentsowningsmartwatchesandonlyonepercentfitnesstrackers.ReadmoreNote(s):Asia;September8to30,2022;122,661respondents;16yearsandolderSource(s):RakutenInsightCHAPTER

03LeadingcompaniesMarketsharesoftheleadingsmartwatchbrandsintheAsia-Pacificregionin2022,bysubregion(inbillionU.S.dollars)MarketsharesofleadingsmartwatchbrandsAPAC2022,bysubregionMarketshareAmazfitMichaelKorsAppleNoiseboAtOtherDieselSamsungFire-BolttTicwatchFitbitUMIDIGIFossilXiaomiGarminXploraHuawei0%20%40%60%80%12%100%120%EastAsia7%

2%

6%16%39%4%9%3%2%SoutheastAsiaSouthAsia6%

3%5%

2%24%6%

4%16%5%8%9%15%10%3%12%15%26%23%2%2%9%14%17%7%Oceania

3%10%11%12%16%5%16Description:In2022,HuaweiwasbyfartheleadingsmartwatchvendorinEastAsia,holdingamarketshareof39percent.FitbitheldthehighestsmartwatchmarketsharesinbothSouthAsiaandSoutheastAsiathatyear.InOceania,Garminwastheleadingsmartwatchbrandin2022.ReadmoreNote(s):Asia,APAC;asofJune2022Source(s):DigitalMarketInsightsMarketsharesoftheleadingfitnessandactivitytrackingwristwearbrandsintheAsia-Pacificregionin2022,bysubregion(inbillionU.S.dollars)MarketsharesofleadingfitnesstrackingwristwearbrandsAPAC2022,bysubregionMarketshareAmazfitOtherBIGGERFIVEPolarBlackviewRealmeFitbitSamsungGarminSoundPEATSHuaweiSuuntoMiWithingsMoreProXiaomi0%20%40%60%80%100%120%EastAsia5%

3%92%SoutheastAsia

3%38%23%3%5%

4%26%9%9%4%

6%

2%3%

5%

4%SouthAsia

2%

5%Oceania

3%51%5%

5%

5%6%

3%47%10%8%

2%2%2%17Description:In2022,FitbitwastheleadingbrandforfitnesstrackingwristwearinSoutheastAsia,SouthAsia,andOceania.InSouthAsia,theU.S.companyheldasmartfitnesswristwearmarketshareof51percent.ReadmoreNote(s):Asia,APAC;asofJune2022Source(s):DigitalMarketInsightsSmartwatchandfitnesstrackerownershipbybrandinAsiain2022,bycountryorterritorySmartwearableownershipAsia2022,bycountryandbrandAppleWatchFitbitGarminSamsungXiaomiHuaweiASUSLGOthers160%140%120%100%80%60%40%20%0%HongKongJapanTaiwanVietnamThailandSingaporeChinaSouthKorea

Malaysia

PhilippinesIndiaIndonesia18Description:AccordingtoasurveyconductedbyRakutenInsightinSeptember2022,44percentofthesmartwatchorfitnesstrackerusersinHongKongownedAppleWatches.Incomparison,SamsungwasthemostpopularbrandamongSouthKoreanconsumers,with61percentofthesmartwatchorfitnesstrackerownersusingthebrandasofSeptember2022.ReadmoreNote(s):Asia;September8to30,2022;67,493respondents;16yearsandolder;consumerswhoownasmartwatchorfitnesstrackerSource(s):RakutenInsightLeadingsmartwatchvendorsinChinain1stquarter2023,byshipmentshareTopsmartwatchbrandsChinaQ12023,byshipmentshareOthers4%Amazfit7%Xiaomi8%Huawei38%Oppo8%Apple35%19Description:Inthefirstquarterof2023,HuaweiwastheleadingsmartwatchbrandinChina,accountingfor37percentofsmartwatchshipmentsinthecountry.Huaweiwasalsoamongtheleadingchildren'ssmartwatchvendorsinChinathatquarter.ReadmoreNote(s):China;Q12023Source(s):CounterpointResearchLeadingchildren'ssmartwatchvendorsinChinain1stquarter2023,byshipmentshareTopkidssmartwatchbrandsChinaQ12023,byshipmentshareOthers31%Imoo35%Abardeen2%Huawei15%Qihoo3608%Xiaomi9%20Description:Inthefirstquarterof2023,Imoowastheleadingchildren'ssmartwatchbrandinChina,accountingfor35percentofkidssmartwatchshipmentsinthecountry.Outoftheleadingchildren'ssmartwatchvendors,HuaweiandXiaomiwerealsoamongtheleadingadultsmartwatchbrandsinChinathatquarter.ReadmoreNote(s):China;Q12023Source(s):CounterpointResearchCHAPTER

04ConnectedappsShareofsmartwearableownersthathavesocialmediaappsinstalledinAsiain2022,bycountryorterritoryShareofwearableusersthathavesocialmediaappsinstalledAsia2022,bycountry60%53%50%44%41%41%38%40%30%20%10%0%36%36%36%34%23%20%19%ChinaPhilippines

IndonesiaIndiaThailandVietnamTaiwanMalaysia

HongKong

SouthKorea

SingaporeJapan22Description:AccordingtoasurveyconductedbyRakutenInsightinSeptember2022,53percentofthesmartwearableusersinChinahadsocialmediaappsinstalledontheirdevices.Incomparison,19percentoftherespondentsinJapanhadsocialmediaappsontheirsmartwearablesasofSeptember2022.ReadmoreNote(s):Asia;September8to30,2022;67,493respondents;16yearsandolder;consumerswhoownasmartwatchorfitnesstrackerSource(s):RakutenInsightShareofsmartwearableownersthathavemobilepaymentappsinstalledinAsiain2022,bycountryorterritoryShareofwearableusersthathavemobilepaymentappsinstalledAsia2022,bycountry60%50%40%30%54%20%36%36%34%33%32%28%27%26%26%25%22%10%0%ChinaIndiaSingapore

HongKongVietnamTaiwanIndonesia

SouthKorea

Philippines

MalaysiaThailandJapan23Description:AccordingtoasurveyconductedbyRakutenInsightinSeptember2022,54percentofthesmartwearableusersinChinahadmobilepaymentappsinstalledontheirdevices.Incomparison,22percentoftherespondentsinJapanhadmobilepaymentappsontheirsmartwearablesasofSeptember2022.ReadmoreNote(s):Asia;September8to30,2022;67,493respondents;16yearsandolder;consumerswhoownasmartwatchorfitnesstrackerSource(s):RakutenInsightShareofsmartwearableownersthathavesmarthomeappsinstalledinAsiain2022,bycountryorterritoryShareofwearableusersthathavesmarthomeappsinstalledAsia2022,bycountry30%26%25%21%21%19%19%20%15%10%5%17%15%14%11%11%11%10%0%IndiaVietnamChinaThailandIndonesia

Philippines

SouthKorea

MalaysiaTaiwanSingaporeJapanHongKong24Description:AccordingtoasurveyconductedbyRakutenInsightinSeptember2022,26percentofthesmartwearableusersinIndiahadsmarthomeappsinstalledontheirdevices.Incomparison,tenpercentoftherespondentsinHongKonghadsmarthomeappsontheirsmartwearablesasofSeptember2022.ReadmoreNote(s):Asia;September8to30,2022;67,493respondents;16yearsandolder;consumerswhoownasmartwatchorfitnesstrackerSource(s):RakutenInsightPopularappstoconnectwithwearableelectronicsinChinain2022PopularappstoconnectwithsmartwearablesinChina2022Shareofrespondents0%10%20%30%40%50%60%70%FitnessappsMobilepaymentappsSocialmediaappsMusicstreamingappsVideostreamingappsSmarthomeappsOthers62%54%53%42%14%21%3%25Description:Accordingtoa2022surveybyRakutenInsightonwearabletech,62percentofrespondentsinChinaclaimedthattheyconnectedtheirwearabletechwithfitnessappslikeRuntastic,Runkeeper,MapMyRunandothersimilarapplications.ReadmoreNote(s):China;September8to30,2022;3,791respondents;16yearsandolder;amongfemaleandmalerespondentsthatownwearabletechSource(s):RakutenInsightMonthlyactiveusersofleadingsmartwearableappsinChinainSeptember2022(inmillions)MAUofmajorsmartwearableappsinChina2022Numberofusersinmillions20

250510153035404550HuaweiHealthXiaoTiancaiVivoHealth47.4513.079.42HuaweiFamCareHeyTapHealthMITU7.496.183.8226Description:HuaweihasbeenleadingChina'ssmartwearablesmarket.InSeptember2022,Huawei'stwosmartwearableappsHuaweiHealthandHuaiweiFamCarehadabout47.5millionand7.5millionmonthlyactiveusersrespectively.Intermsofusergrowth,VivoHealthrecordedthehighestgrowthrateat67.5percentcomparedtoayearago.ReadmoreNote(s):China;September2022Source(s):QuestMobileCHAPTER

05UserperspectiveShareofrespondentswhoownwearableelectronicsinChinain2022,byageOwnershipofwearabletechChina2022,byage16to24yearsold25to34yearsold35to44yearsold45to54yearsold55yearsandolder60%52%50%49%50%40%30%20%10%0%44%35%33%28%26%19%20%19%19%No18%17%15%14%13%11%10%9%Yes,asmartwatchYes,afitness/activitytrackerYes,bothasmartwatchandafitness/activitytracker28Description:Accordingtoa2022surveybyRakutenInsightonwearabletech,smartwatchesweremostlyownedbyrespondentswhowere25to34years,whileafitnessoractivitytrackersweremostlyownedbythoseagedover45years.Intermsofmotivation,themajorityofrespondentsclaimedthattheywereconcernedabouttheirhealthandwouldliketomonitorandimproveitbyusingwearabletech.ReadmoreNote(s):China;September8to30,2022;4,871respondents;16yearsandolder;amongfemaleandmalerespondentsSource(s):RakutenInsightFrequencyofusingsmartwatchesorwearablefitness/activitytrackersinJapanasofSeptember2022Usagefrequencyofsmartwatchesorwearablefitness/activitytrackersJapan202270%65%60%50%40%30%20%10%0%16%7%5%3%2%0%EverydaySeveraltimesaweekOnceaweekSeveraltimesamonthOnceamonthIrarelyusemysmartwatchand/orIhavestoppedusingmysmartwatchfitnessactivitytracker

and/orfitness/activitytracker29Description:AccordingtoasurveyconductedbyRakutenInsightin2022,65percentoftherespondentsinJapanstatedtousetheirsmartwatchorwearablefitnessoractivitytrackereveryday.Acombinedshareof88percentoftherespondentsusedtheirwearabledeviceatleastonceaweek.ReadmoreNote(s):Japan;September8to30,2022;129*;16yearsandolder;*Thesamplesizeconsistedof732people,ofwhich129respondentsownedsmartwatchesorwearablefitness/activitytrackers.Originalsurveyquestion:"Howoftendoyouuse[...]

ReadmoreSource(s):RakutenInsightMostcommonusesforwearabletechinIndonesiain2022MostcommonusesforwearabletechinIndonesia2022Shareofrespondents0%10%20%30%40%50%60%70%MonitormyfitnessactivitiesPlaymusic62%45%MonitormysleepcycleandsetanalarmaccordinglyControlandmanageotherconnecteddevicesMakecalls36%34%28%LookupandfollowdirectionsonamapappGoonsocialmedia20%19%17%ReceiveandreplytoshorttextmessagesReadand/orreplyworke-mailsMakeonlinepayments13%12%11%ReadthenewsOthers3%30/statistics/1054540/indonesia-most-common-uses-for-wearable-techAccordingtoasurveybyRakutenInsightonwearabletech,62percentofrespondentsinIndonesiaclaimedthattheyweremonitoringtheirfitnessactivities.Inthesamesurvey,abouthalfoftherespondentsstatedthattheyownedasmartwearable.ReadmoreNote(s):Indonesia;September8to30,2022;5,089respondents;16yearsandolder;amongfemaleandmalerespondentsthatownwearabletechSource(s):RakutenInsightMainmotivationstopurchasewearabletechinSingaporein2022MotivationstopurchasewearabletechinSingapore2022Shareofrespondents0%10%20%30%40%50%50%60%IamconcernedaboutmyhealthandwanttomonitorandimproveitIamintofitnessandwantto