On June 22nd, Shenzhen Shentie Crowne Plaza Hotel, ChaoDian Intelligence hosted the "4th Smartwatch Trend Summit" and "5th TWS Market Trend Summit", which were successfully concluded. "A total of 15 technical and market experts from 15 companies brought a speech full of dry goods to everyone.
In 2022, influenced by the epidemic and the global situation, cell phones and TWS ushered in a cold winter, but with the negative ebb, a new dawn has begun to show, smart watches and VR/AR will be the new windfall in the second half of the year, injecting new vitality into the consumer electronics market.
Challenges and opportunities coexist, and crisis and hope coexist. At the three summits this day, TWS had a lively discussion on how to cope with the market decline as well as breakthroughs in technology.
Tide Power Intelligence: TWS global market pattern analysis and product access
Tide Electric Think Tank believes that the new smart wear era to be built by cell phones + smart glasses + smart watches + TWS, its market size will be enlarged to 15 trillion yuan, Tide Electric Think Tank expects that from the cottage everywhere to the brand stand, after the reshuffle period or a new blue ocean. Sound quality, battery life for the customer to choose the primary factor of the headset, followed by price and ear comfort is also an important reference indicator market overall return to rational.
Last year 100 million cottage white label TWS inventory, so the entire TWS industry chain is in the "tumor removal period", but the growth performance from the brand is still stable. Over the next two years, as in the case of the smartphone route, the white label will give up the market and the brand will take over strongly.
Ziyou Technology: Eoy cloud headset, 24-hour voice assistant
Many "non-cell phone" scenarios, "eyes and hands" can not solve, need "mouth and ear" to solve. The popularity of smart speakers has solved a number of "mouth and ear" scenarios, but only at home (need power + quiet environment) we want to break through and push to 24 hours of personal networking. So, there is the "cloud headset" project.
(Power consumption, noise reduction, speed, cost, facing four challenges) The future cloud headset is not only for listening, but also a smart speaker, real-time translation assistant and mobile hotspot. Ziyou Technology believes that the intelligent cloud headset will be the next independent intelligent terminal.
Transcend Acoustics: Noise reduction will no longer be a problem for TWS
There was a time when ANC/ENC noise cancellation was an important criterion for measuring the goodness of a pair of headphones, moreover, it can directly determine the level of headphones. With the maturity of technology and the reduction of cost, noise cancellation will no longer be a criterion for goodness of TWS headphones. It has become the standard for future TWS headphones.
Wind noise is the main factor that interferes with the sound quality of headphones, the reason is the friction generated by the airflow encountering the material, the way to change the wind noise is to reduce the friction, which requires a breakthrough in the internal headphones to find. Doing ANC well requires: 1. structural acoustics and aerodynamic interaction relationship; 2. hybrid noise reduction processing algorithm; 3. physical surface sealing performance; 4. responsiveness; 5. frequency response.
General Micro: What kind of microphone is needed for the future of TWS
TWS headset pain point for "non-intervention" to achieve the ideal active noise cancellation effect. How to wear comfortable, but also to achieve active noise cancellation, is the current industry needs to solve the problem. To this end, General Microtechnology has developed a shock-absorbing microphone, using self-developed dual differential sensing chip, while having the ability to dust and water resistance.
In the future, anti-vibration, waterproof and dustproof will become the next technical windfall of silicon wheat, General Micro has always been committed to the development of unique technology disruptive silicon wheat - the creator of vibration-damping silicon wheat, is the industry's only chip-level realization of IP68 silicon wheat company, can solve three major market pain points: 1. vibration: cars, headphones, sweepers and smart speakers and other IOT products 2. wind noise: cell phones, headphones, etc. 3. dustproof and waterproof: cell phones , headphones, wearable products.
Ansheng Technology: Spatial sound field active noise reduction, help TWS headphones through rate to 97%
In the context of the whole industry cooling, we should objectively examine what pain points in the industry chain. ANC TWS industry average throughput rate is 80-90%. ANS will reach 97%. At present, ANC is still the main selling point of TWS, Ansheng Technology's spatial sound field active noise cancellation, which allows people to enjoy noise reduction while also being able to talk freely with each other, opening up new boundaries for headphone functions.
Best Hearing: Intelligent Hearing Aid Sound Scene Automatic Classification Strategy
Hearing aid and assistive listening are the future of TWS. Best Hearing says that scene classification is an important part of the hearing aid field, and in the intelligent mode with various configuration parameters and with adaptive mode switching, the mode of classification will be richer.
The challenge for speech processing strategies in different sound scenes is to determine when and how to adjust hearing aid acoustic and electrical processing parameters to optimize intelligibility or sound quality Neural network-based classification methods provide an intelligent and viable solution The next research step is to combine objective classification of sounds with adaptive learning of subjective user preferences.
SkyTrade Batteries: Small Polymer High Capacity Battery Applications and Planning
SkyTrade Battery has the following plans in the field of small polymer: 1. 4 directions to improve energy density; 2. Highly sophisticated process equipment to ensure the consistency of positive and negative electrode sheets for high capacity batteries; 3. Highly sophisticated process equipment to ensure the consistency of rolled cells for high capacity batteries; products are applied in TWS, smart watches and smart speakers.
Goer: TWS headset market status and development trend
As a core accessory of mobile terminal, the growth space of TWS headset is still huge and expected to reach 1 billion level. As an accessory of cell phone, TWS is inseparable from the growth of cell phone, but TWS penetration rate has not yet reached the stage of full maturity, so its market will not have big fluctuation yet.
Consumption and products promote each other to upgrade, the transformation of white label to brand and the growth of Android phone brands are the main factors driving the growth of TWS. In terms of usage, listening to music accounts for the highest percentage at 75%, followed by calls and movies and videos. The breakdown of scenarios is divided into sports and health, business office, sleep and health, commuting, audio and video entertainment, smart interaction, etc. Product trends will show miniaturization, intelligence, personalization and health.
After the presentation, everyone exchanged business cards with each other for exchange. At this point, the 5th TWS Market Trends Summit was successfully concluded.
In the afternoon, the 4th Smartwatch Trend Summit and the AR/VR Technology Creation Trend Summit were held at the same time
Compared with the explosive growth of TWS and just-in-time cell phones, the development path of smartwatches is relatively flat, but shows a steady growth trend. The global smartwatch brand shipments in Q1 2022 were 29.44 million units, up 9% year-on-year.
Compared with other wearable devices, smart watches have greater practicality and better cost performance, and the unique health detection function has made countless middle-aged and elderly people fall in love with them.
From this, Tide Electric Intelligence speculates that the future breaking point of smart watches will definitely be in the health care field.
With the following three major questions: 1. Will the smart watch "become health" also "lose health"; 2. Let's go into the afternoon session "The 4th Smartwatch Trend Summit".
Free Leap: Looking at smart watches from the era of total intelligence
Free Leap Yu Lei said that Free Leap is welcoming a bigger trend than the cell phone market inward volume - the era of comprehensive intelligence. And the cell phone is one of the two pivots and super entrances of this era.
At present, Yu Lei believes that the three major development directions of smart watches are sports, health and new interaction methods. Among them, the direction of sports and health is clear, but new ways of interaction are still on the way, and there is more room for imagination.
In 2016, Apple began to study the myoelectric sensor based on the smartwatch. Some analysis believes that the form of Apple's AR glasses is likely to take the smartphone as the total computing unit, responsible for complex positioning, spatial calculation, etc., the AR glasses carry a secondary chip to assist in the calculation, and the watch as the main gesture interaction terminal, the trinity.
Hyundai Precision: Smart wearable-watch band design overview and MSIM application
Hyundai Precision Huang Youqin said that the new crown epidemic is not terrible, the sales slowdown is not terrible, what is terrible is the watch function form without innovation and upgrade. Hyundai Precision has been actively innovating and proactively empowering the wearable industry.
The application characteristics in the smart wearable industry are as follows: 1. miniaturization 2. multi-function 3. personalization 4. comfort 5. decoration.
Application of MSIM elements of smart wear and 3C electronic products are very widely used, multi-color beautiful structure design, need multi-color, a variety of materials, soft and hard rubber combination. With IML, charging column, chip, optical components, NFC, waterproof, Bluetooth, heart rate and other functions.
Transcend: Application of infrared temperature measurement and pulse wave in health watch
According to Zhao Zhu of Transcend, the five major indicators of health include blood pressure, blood sugar, blood oxygen, heart rate and body temperature. Compared with traditional temperature measurement systems, infrared temperature measurement has many advantages such as high accuracy, fast response and factory self-calibration.
Ltd. is a MEMS sensor innovative technology enterprise, focusing on the development, production and application design services of MEMS infrared sensors, temperature and humidity sensors, accelerometers, biometrics and other sensors.
Transcend's forecast of health management is divided into three trends: digitalization, continuity, and visualization. The company's health management system accumulates numerous physiological signal analysis results through cooperation with universities and research institutes, and continuously increases the detection dimension to form a comprehensive detection system.
Zhaoyu Electronics: full-screen display to help the new breakthrough of smart wear
Zhaoyu Electronics Jiang Dongmei said, Zhaoyu Electronics is a collection of research and development, production, sales of liquid crystal display, touch screen, assembly, electronic components, intelligent terminals, smart watches, smart wear, AI intelligent hardware of high-tech enterprises. Starting from the earliest TMT, small round screen, gradually to the display, gradually in the entire field of application.
From 2019, Zhaoyu Electronics has started strategic cooperation with Xiaomi ecological chain and other companies, and put into production in Jiangxi, covering an area of more than 4,000 square meters, with a production capacity of 2.5kk from the original several hundred K, now reaching 2.5kk, involving product categories of wearable, AR smart, car class.
Sier Bio Non-invasive blood glucose is the way to wear and consume
Sier Bio Wang Qian said, to give digital health to people who need it more, the company has been focusing on health since 12 years, Sier commissioned Chongqing Red Cross Hospital to conduct clinical trials of non-invasive blood-based monitoring, and the company's non-invasive blood department is now clinically verified to be 95.37% accurate.
With medical health as the core, Sier Bio is developing intelligent medical products based on big data and building an intelligent health platform with emphasis on early warning of diseases.
The company is a full industry chain technology-based enterprise integrating R&D, production, sales and service, and "software + hardware" is the relentless driving force of the company's development and growth. Over the years, the company has been growing its R&D team and enhancing its technical R&D strength to achieve "double enhancement and integration". The company aims to vigorously develop the medical device industry and devote itself to clinical medical research in the future. At present, we have more than 30 patents at home and abroad, and the platform has more than 800,000 active users.
TOP Intelligent: smart watch towards dual-mode era
Topbro Huang Xin said, Topbro is a solution provider, in the face of the smart watch industry within the volume, expand the scale will make the demand fragmentation, to ensure quality is the first.
Industry involution is everywhere, from cell phones to headphones to watches, watch industry involution is mainly because the pursuit of richer functional technology, slow delivery, slow projects, slow software, slow small boards, slow testing, slow burn-in, slow stocking and a series of problems have become a common problem in the entire electronics industry, including smart watches.
Ruiqin Electronics Good silicon wheat to lead the new direction of smart health watch
Ruiqin Electronics Li Tao said, silicon microphone is the most direct entrance to the sound, digital microphone compared to analog microphone power consumption is lower. The maximum monthly capacity of our products MEMS reaches 80KK, SMD/ECM 52KK and SMT 450 million points, which can fully meet customers' brand demand.
Ruiqin Electronics is a professional electro-acoustic component manufacturer and electro-acoustic component technology solution provider, with 5 patents in application.
The company's main products include microphone (miniature microphone), silicon microphone and its array module, headset PCBA, Type-C connector SMT, Bluetooth PCA and car electronic module block; widely used in mobile communication devices and their peripherals, notebook computers, military communications, personal digital products, automotive electronics and other consumer electronics. It has been recognized by famous brands at home and abroad, and its annual output value ranks among the top three in the same industry in China.
IPRO: Non-invasive testing creates a new entrance to intelligent health
IPRO Wang Danian said that non-invasive testing is the demand of diabetic patients for self-monitoring devices. The key to market competition lies in the key technologies and patents in the upstream of the ecological chain, as well as the brand recognition of product channels in the downstream of the ecological chain, which eventually forms the competition of users' minds.
Tide electricity think tank Wang Huan: pass the big screen consumption health is the future of the watch
Tide Electric think tank Wang Huan said that smart watches are not just talking big screen, or consumer health, its one of the few growing products in electronic products, with 29.44 million brand shipments in the first quarter of 2022.
Chinese market smart watch purchase drivers are, health monitoring, sports records, GPS positioning, calls. The largest share of which is health monitoring.
Roundtable discussion Smart wear within the volume to break the game
After the speech, the roundtable forum began, first on the wearable products good and bad quality put forward for discussion, Ruiqin Li Tao said that good products is to be able to provide the most thoughtful service to customers, last year put into a new workshop, mainly to control the quality and yield, the test items are also more.
Liu Xu said that for the whole machine of the watch, the most important thing is to keep the quality and quantity, as well as to save the cost for the customer, and to communicate with the customer with the customer's perspective.
Tide Electric Intelligence Wang Huan concluded that today the first is the large screen, which is the highlight of this year; second, the program is the core that has always existed; third, the inner volume is just a front, the reason for the inner volume is the market need for product quality.
Thus, the fourth session of the Smartwatch Technology Trends Summit ended successfully!