Watch/Headphone/XR/Ring Four Smart Terminal Competition War, Thousands of Enterprises Compete for Wearable Heights
Time: Jan 24, 2024Views:
XR and health ring have risen to the top, entering the era of "four kings" of smart wearable together with watch and earphone. China's supply chain is actively linking with overseas brands and channels to plan for the market in the next decade.
On December 20, the "2023 Chao Dian Wearable Leadership Summit" organized by Chao Dian Think Tank was successfully held. The summit was originally planned for 500 companies in the meeting scale, and finally nearly 1,000 program, main control chip, battery, display, and ODM and other industry chain enterprises gathered in Shenzhen, to plan for the next decade in the market changes in the development of the plan.
Raypai Photonic, XINGJI MEIZU, HUYNEW TECHNOLOG, INMO Technology, Aimu Innovation Technology, Omate, Jieli Technology, MixoSense Technology, Alipay, Galaxy-CAS Technology, UltraEasy Health , Tyrafos Semiconductor, NationStar Optoelectronics, Xiaodu Intelligent, CyzurTech, Zhuling Technology, Masstel, and Amazon have appeared on the stage, and shared with the participants the cutting-edge technology, market trends, and new product launches of the smart XR/watch/ring industry, winning a full house. and new product launches, winning a full house.
PART 01
The theme of the morning session was AR/VR Optical Industry Summit. Raypai Photonic, XINGJI MEIZU, HUYNEW TECHNOLOG, INMO Technology, Aimu Innovation Technology shared advanced solutions in the XR industry with the attendees.
Wang Huan, Chaodian : 2023 AR/VR Glasses Global Market Analysis
Wang Huan said that the XR market in 2023 is out of 9 million units. He shared the supply chain of PICO, Meta and other big brands of VR at the scene. in the second half of 2023, the global XR market had 15 brands released 18 new products, including 4 VR products and 14 AR products, and many new products drove the market sales up.
According to Chaodian Think Tank research data statistics, global XR sales in 2023 are expected to be 9 million units.VR product hardware technology iteration accelerated, has been in the display resolution, chip, optical module and other core components to complete the technology iteration. At the same time, major manufacturers have accelerated the layout of the VR headset market, basically every year there will be more than two new products from large manufacturers on sale.
Wang Huan mentioned that Apple's first MR device Apple Vision Pro came out, opened up a new VR interaction, brought 3D optical images, real optical modules, its potential purchase of VR this year, bringing strong wait-and-see mood, is expected to usher in a wave of "consumer spring" when the spring of next year when on sale! The spring of next year is expected to usher in a wave of "consumer small spring" when it goes on sale.
Raypai Photonic Li Wei: Geometric Optical Waveguide Helps XR Industry Development
Li Wei said that AR smart glasses are the next generation of mobile smart terminals, and shared some of the requirements of lightweight AR on optical display technology and the comparison of mainstream optical display technology.
Raypai Photonic is the world's leading provider of AR optical waveguide display devices and their solutions. Focusing on AR optical display field, relying on self-developed geometric optical waveguide technology and original molecular bonding process, the company develops consumer-grade AR optical waveguide display device, which has the characteristics of lightweight and thin, large format, high transmittance, high luminous effect and full-color display, and realizes portable ultra-clear and full-color giant screen on the lens as light as ordinary glasses, and it is widely used in AR smart terminals and consumer fields, and it is the core of meta-universe device.
XINGJI MEIZU Wang Yong: The next stop of hard science and technology
Wang Yong, co-founder of XINGJI MEIZU， told why giant players would rather take heavy losses to seize the XR track, because of the strategic need that multi-terminal, full-scene, immersive experience is the future. He also generously shared the new paradigm of iPASS, a new paradigm for innovative growth strategy in an uncertain environment.
XINGJI MEIZU is a full-stack intelligent terminal platform for cross-border integration. The Group is actively involved in the development of cutting-edge technology fields, covering intelligent electric vehicles, smartphones, XR technology, self-developed operating systems, wearable smart terminals, smart homes, and trendy lifestyle.
Focusing on "intelligent electric vehicles + cell phones + XR + forward-looking technology", the Group will carry out in-depth integration and super synergy between the consumer electronics industry and the automobile industry, provide users with multi-terminal, full-scene, immersive and integrated experience, and build a global intelligent mobility science and technology ecosystem.
Huiniu Technology: Pioneering Development and Prospect of AR Refractive Adjustable BB Technology by Zhang Weiwei
Founded in early 2017 by 3 optical doctors, Shenzhen Huiniu Technology is a national high-tech enterprise, focusing on the research and development and mass production of VR&AR optical technology.
Currently, the R&D team consists of more than 30 people, 60% of whom have optical/display industry background, with core backbones from well-known optical or display companies at home and abroad, such as cell phone cameras, projectors, LCD displays (BOE), sports cameras (GoPro), and so on.
The company cooperates with famous hardware brands and solution companies at home and abroad to provide optical modules for AR/VR glasses and smart terminals, including AR optical modules (Birdbath solution), VR optical modules (ultra-short-focus Pancake solution), and resin diffraction optical waveguide.
INMO Technology Yifei Lv: Wireless AR Glasses Expand AI New Scenarios
Lv Yifei, co-founder of INMO Technology , introduced at the scene that INMO Technology was the first to realize the shipment of ultra-lightweight AR glasses in China.
He believes that AR and VR need to be combined. Intelligent teleprompter, intelligent translation, and intelligent questioning are the features of ShadowEye Technology's smart glasses. He summarized that the future = AI + AR.
Founded in 2020, INMO Technology's main products are two consumer-grade AR glasses: INMO Air and INMO Air2. the company has accumulated certain barriers in hardware and software systems, power consumption control, and structural design, which enables its products to maintain their characteristics and advantages in terms of richness and specialization in functional applications. Its new generation of consumer-grade AR smart glasses, INMO AIR2, has further optimized and extended its functions in audio-visual entertainment, office, social, outdoor and other scenes.
Aimu Innovation Technology Xiong Xu: the ultimate application of pancake optics in virtual reality
Xiong Xu said, VR has really entered a new era and starting point, Pancake gradually become the head of the terminal enterprise's preferred program, but also because of the innovation of ultra-short-focus optical folding optical path application, is regarded as the savior of the XR industry. eight years of resistance to VR Pancake products has now come to fruition, become the industry standard. He also shared with us the principle and advantages of Pancake, as well as the application scenarios of Pancake in VR and military field.
Aimu Innovation Technology has a complete automated processing production line for Pancake optical modules, and has broken through a number of production process problems in this field, greatly improving the mass production capacity and efficiency, and taking the lead in realizing cost-effective mass production of a variety of Pancake modules.
At present, the Pancake module products of Aimu Innovation Technology have included the product solutions for giant screen 2D/3D movie viewing glasses, portable and thin VR glasses, VR sleep, VR eye protection device, VR education and so on.
Xiong Xu also concluded that with the large-scale mass production of new terminal forms represented by XR, the cost of Pancake solutions will inevitably sink rapidly, and the application is expected to be rapidly popularized in the next few years.
PART 02
Ms. Wang Huan from the organizer, Chaodian, gave a speech on "Wearable Global Market Analysis in 2023", which served as the opening ceremony for the afternoon session of the summit, "TWS/Watches/Rings, New Ecology of Wearable". Huawei, Xiaogenius, OPPO, KuFu, Omate, Masstel, Jeli Technology, Alipay, Xiaodu Intelligence, Zhongke Galaxy Core, and more than ten companies and attendees shared the cutting-edge technologies and solutions in the smart wearable market industry.
Wang Huan, Chaodian Think Tank: 4G Bluetooth Wearable Global Development Trend by 2024
Wang Huan introduced the wearable global development trend from 2019-2023 on the spot: in the US smartwatch market, high-end smartwatches have become a must-contend place for brands; Europe is most optimistic about the TWS market; and India is the only fast-growing TWS market.
AirPods is the world's hottest-selling TWS, with shipments of 24.3 million pairs in the first three quarters of 2023, accounting for 49% of the brand's share of shipments. Watch Series 8 is the best-selling smartwatch in the U.S. and even in the world, with a price tag of close to $3,500, and with shipments of 7.79 million units in the first three quarters of 2023, accounting for 30% of the brand's share of shipments.
Wang Huan analysis, from the market, price, product and other aspects of consideration, white brand can not be eliminated, but indeed all have no advantage.
White brand products in all regions of the world have consumption potential, white brand and brand products do not have a significant gap in the use of experience, the market can not eliminate the white brand. But the market conditioning is nearing the end, the wearable products on the market are making efforts to brand development. As well as the brand with the industrial chain cost advantage, as well as their own profitability to bring the advantage of publicity, even in the low-end market is also very competitive.
Omate Laurent Le Pen: Developing smart wearables for the European market
Laurent Le Pen shared Omate's new product The ICE RING Collection.
Founded in 2013, Omate is a company specializing in the design and manufacture of smart IoT and wearables, headquartered in the Shenzhen Hi-Tech Park in China's Greater Bay Area, with different ranges of smartwatches, Wearable as a Service (WaaS), and mobile-exclusive solutions for seniors, children, and independent workers.
The company's smartwatches have SOS button, GPS positioning, 3G call, remote monitoring and other functions, which can improve the safety and convenience of users.
Jieli Technology Kankai Yu: help wearable industry localization, market globalization
Kankai Yu on the scene analyzed the wearable bluetooth chip shipments of the world's first reason: the whole matrix products professional design process, strong adaptability, high cost-effective.
Kankai Yu also shared the characteristics of Jieli's high efficiency acoustic production measurement π-HAT on the scene.
Zhuhai Jieli Technology Co., Ltd. specializes in the design, development and sales of integrated circuits. The company's chips are mainly used in Bluetooth audio codec chips, smart watch chips, Internet of Things and general-purpose MCU chips, general-purpose audio chips, Wi-Fi smart toys chips, video platform chips, medical and health chips, smart two-wheeled electric car chips and other Internet of Things intelligent terminal products.
Since its inception, the company has been adhering to the development strategy of independent research and development, with perfect knowledge of SoC design and rich experience in research and development, which provides a solid foundation for the company to quickly develop products that meet market demand.
MixoSense Technology Wang Teng, Multisensory Technology: Miniaturized Optical Sensing Technology for Wearable Electronics Applications
Wearable electronics is becoming the most important sensing technology platform and the biggest opportunity for consumer-grade sensing technology, said Teng Wang. He also shared the optical sensing technology trends: miniaturization, multi-spectrum, and strong algorithms.
Founded in 2018 and headquartered in Taicang, Suzhou, with R&D centers in Jiading, Shanghai and Suwon, South Korea, and a marketing and customer service department in Shenzhen,MixoSense Technology is a fabless-model sensor chip design and solution company with strategic cooperation with leading partners in the industry chain.
MixoSense Technology is a fabless optoelectronic sensor chip design company dedicated to providing the ultimate miniaturized and cost-effective sensor solutions for consumer electronics, smart home, Internet of Things, and industrial applications through the synergistic innovation of chip, optical, and algorithm technologies. Multiple product lines, optical tracking, UV, PPG, multi-spectral sensor chip sensors using an original technology route, performance and mass production type and so on in the industry leading position, has been and many cell phone brands, wearable customers and industry customers to carry out cooperation.
Alipay Huang Xiangsong: New Solution for Payment in Wearable Industry
Smart wearable can also use Alipay as fast as cell phone. Alipay is attacking the smart wearable payment business, and the maturity of the program is beyond imagination.
If smart wearable wants to get rid of the cell phone and exist independently, the payment function is the pain point and the key point. Alipay is attacking this business, and the maturity of the program is beyond imagination. Alipay has been exploring the deep combination of payment and smart wearables since 2015. Its payment core IOT solution ensures efficient low-cost access, unified payment security solutions, and comprehensive terminal device opening.
In typical payment scenarios for smart wearables like running for fitness and grocery shopping for the elderly, Alipay has introduced offline payment for smart watches/bracelets: instant payment with a raised hand, offline ride payment, and NFC payment. It also applies to payment code and ride code payment for smart student ID cards.
Galaxy-CAS Technology Guiliang Guo: Synergistic Innovation of Smart Sensor Chips and Wearable Devices
Guo Guiliang shared the company's key products temperature and humidity sensor chip & moisture sensor and their application scenarios, and introduced the performance characteristics of the company's typical chip GXHT30/31 in detail. Galaxy-CAS Technology continues to enrich analog IC products.
Founded in January 2018, Galaxy-CAS Technology is a mid- to high-end environmental sensor chip provider, whose main products are environmental sensor chips, including the design and development of temperature, humidity, moisture, pressure, encryption authentication and other chips, and whose products are used in automotive electronics, industrial control, smart manufacturing, communications, IoT and other fields.
UltraEasy Health Yang Jian: Smartwatch Research in Wearable Health Direction
First blood pressure and then blood sugar, UltraEasy Health is constantly piercing the ceiling of smart wearable medical applications, and revolutionizing the wearable watch that integrates 4G and healthcare.
UltraEasy Health is a leading smart wearable core technology programmer and service provider, has been deeply cultivating in the wearable field for more than ten years, with independent core algorithms, patents, APP and application back-end services, the entire ODM service team, and maintains in-depth strategic cooperation with a number of industry-renowned health algorithms service providers such as Changsang Technology, Hengai Hi-Tech, Hamtui Technology, and Vickers Xinwei, etc. The company has the basic smart sports watch, the blood pressure and blood glucose, and is constantly breaking the ceiling of medical applications, revolutionizing the integration of 4G and health care wearable watches.
The company has six product lines, including basic smart sports watches, high-definition AMOLED high-end screens, and professional sports watches with GPS.
Tyrafos Semiconductor Fu Xuwen : High Precision Wearable Blood Pressure Monitoring Solution
Fu Xuwen introduced that Tyrafos Semiconductor can provide blood pressure measurement modules and algorithms for solution providers and end manufacturers.
Founded in May 2019, Guangzhou Tyrafos Semiconductor, based on the unique sense-storage-calculation integrated CIS pixel architecture platform, independently innovates and develops leading image sensor chips and micro-optical system component solutions for machine vision applications, and adopts its own IP architecture to develop optical blood pressure and heart rate measurement chips and algorithms, under-screen fingerprint chips, RGB image sensors, DVS dynamic event Using our own IP architecture, we have developed optical blood pressure and heart rate measurement chips and algorithms, under-screen fingerprint chips, RGB image sensors, DVS dynamic event chips, linear scanning chips, and other cost-effective image sensor chips. To date, SMIC has applied for more than 300 patents.
In terms of passive CIS design, SMIC breaks through the system bottleneck, subverts the traditional CIS Master mode design, and the Slave mode perfectly fits the machine vision application, which greatly reduces the cost of the application system. Based on semiconductor chip technology, the company develops blood pressure monitoring system TyHealth System, develops special blood pressure signal measurement sensor (Tyrafos-BP1), and applies the signal analysis technology of fluid dynamics and optical volume change tracing map of blood pressure numerical algorithm BeatWavesm.
NationStar Optoelectronics Mingwen Lan : Smart Wearable Sensors and Displays
Mingwen Lan shared the company's Micro LED smartwatch screen and AM-Micro LED full color display module, Micro LED is also used in AR glasses microdisplay.
NationStar Optoelectronics specializes in the research, development, production and sales of LEDs and LED application products, including LED chips, LED full-color devices, optoelectronic devices, LED white light devices, LED components, etc., which provide high-quality solutions for the fields of lighting, display and backlight.
Xiaodu Intelligence: The Deep Integration of AI Big Model and Smart Wearing
Peixuan Shi introduces the deep integration of big models and smart wear: Xiaodu Lingji.
Xiaodu Lingji is based on Baidu's new-generation knowledge-enhanced big language model Wenxin Yiyin, and is an intelligent hardware based on dialog and multimodal interaction.
Xiaodu Spirit Machine can realize intelligent information search Q&A, has intelligent memo and AI painting functions, and is a one-stop intelligent housekeeper for home, travel and health.
Xiaodu Intelligence allows cars, people and homes to be interconnected at any time, and we believe that Xiaodu will be the most powerful assistant in the process of the deep integration of AI big model and smart wearable.
Chenxi Deng, CyzurTech Semiconductor: CN121 chip-based ECG application chain solution
Healthcare has become a common innovation direction in the smart wearable industry. ECG testing is a method that utilizes electrodes attached to the human skin to detect the heart's potential drive, thus recording the electrical activity changes generated by the heart during each cardiac cycle. Xi Cheng Semiconductor based on the CN121 chip ECG application of the whole chain of solutions to create efficient and accurate ECG monitoring experience.
CyzurTech Semiconductor combines the features and advantages of its own ECG chip with its own ECG analysis algorithm TrueCardio™. This algorithm provides ECG display and ECG characterization to capture symptoms of cardiac abnormalities for clinical reference.
The company currently has customers covering a large number of domestic and foreign programmers and brand customers, customer product types include but not limited to smart watches, ECG meters, ECG clothing, ECG stickers, heart rate bands, and other professional medical and pan-health products, and there are already customers to complete the medical over the standard certification and mass production shipments.
Zhuling Technology Chen Zhizhong: Wearable Industry Experience Sharing in Indian Market
Chen Zhizhong introduced the electronic industry structure of Indian manufacturing EMS OEM wearable products and brought the data analysis forecast of Indian wearable market in 2023 quarter. He summarized that the Indian market has both opportunities and difficulties.
As of the first three quarters of 2023, the Indian wearable market shipped 100 million sets overall. in the third quarter of 2023, the share of Indian TWS in the headset category grew 46%.
Zhuling Technology aims to be the window for Greater China to enter India. Its business model includes cooperation with Indian factories in the areas of system assembly and product design, semiconductor industry, promotion and sales of technology products and key components in the Indian market, and technical services; the company has already assisted Indian factories in the introduction of their own products and synchronized with a number of projects.
Masstel Phang Nguyen Mai: Current Situation of Wearable Market in Vietnam
Masstel is a Vietnamese manufacturer of electronic products, founded in 2015. The company specializes in the development and production of a wide range of electronic products, including smartphones, tablets, smartwatches, and educational laptops.
It is locally optimized for the Vietnamese market, for example, Masstel E1 is a laptop designed for the Vietnamese education system with built-in teaching resources for Vietnamese language and culture. The company's product, Masstel N535, is a smartphone with 4G network and dual SIM support, a quad-core processor and a 5-megapixel camera.
Amazon Chen Quan-an: Amazon's Global Cross-border E-commerce Opportunities and Wearable Electronics Merchants Policy
Chen Quanan summarized that the rise of social media will bring the opportunity of exploding orders. Amazon a battle through the world, all the way to accompany Chinese sellers to the sea.
Amazon.com was founded in 1994, is the largest U.S. a network of e-commerce companies, has become the world's largest variety of goods online retailers and the world's second largest Internet companies.
In the tide of smart wearable development, TWS and smartwatch are on the rise, and health ring is a new popular wind.
Chaodian Think Tank specially invited UTime, PishiMind, Yongxin Technology, YiLian Internet of Things, Zhongke Galaxy Core, Xiaodu and other senior experts in the smart wearable industry to discuss the new development of the health ring in the summit in the form of a round-table forum.
PART 03
An exciting award ceremony was also held at the summit site.
The winners of the Tide Wearable Excellence Award are Huawei Technologies, Shanghai Longqi Technology Company Limited, Kufu Technology Company Limited, Suzhou Multi-sense Technology Company Limited, and Beijing Zhongke Galaxy Core Technology Company Limited.
The winners of the Most Investment Value Award are Shenzhen Pixi Mind Technology Co., Ltd, Shanghai Lohas Medical Technology Co.
The winners of the Wearable Product Innovation Award are Guangdong Little Genius Technology Co., Ltd, Alipay (Hangzhou) Information Technology Co.
The summit site held a ceremony to award new members of the Smart Wearable Industry Alliance, welcoming Guangzhou Jianyou Information Technology Co Ltd, Shenzhen Jiutian Ruixin Technology Co Ltd and Dongguan Chuangyi Optoelectronics Co Ltd to join the Smart Wearable Industry Alliance.
Intelligent Wearable 2024 is gearing up to set off again, and Chaodian Think Tank and industry chain partners will continue to move forward. Next, we traveled to Vietnam, Mexico, Europe and other places to find new opportunities overseas.
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