According to Sun Yanbiao of Tide Electric Think Tank, there is a serious lack of innovation in TWS, judging from the second generation of AirPods Pro released by Apple in September.
Every market's rise and burst is accompanied by an inward roll, and TWS is no exception. What's different is that TWS has been involuted beyond imagination. From white label to white label, to white label to brand, to brand to brand, in just six years, after several changes of hands in industry power, white label left over 100 million in inventory last year and the brand established its core position.
Jianghu swords and shadows a lively, the current TWS industry chain has been able to fully localized, shipments have soared in recent years, but the sound quality, noise reduction, range and other industry pain points never really solved. Therefore, since the second half of last year, there is a "ODM difficult to take orders, brand goods can not sell" situation.
Compared to thousands of dollars of cell phones, a single function TWS relatively cheap, for many consumers is not just need, more for the loyalty of the brand to pay. A supply chain partner said it well, "This is not a good thing. Without innovation TWS is overdrawing the value and future of the brand."
Fast is slow, slow is fast. In today's slowing market growth, it is a time for all TWS industry chains to think coldly and need a new round of brainstorming to consider how the industry can rise again.
As a result, the "2022 6th Global TWS Technology Trends Conference" was born.
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