Intelligent wear is a plate that has been on fire for some time, so what is considered to be one of the leading stocks in this plate? Next this article will briefly give you a chat on this topic to introduce!
Jinlong electromechanical: Subsidiary Xingke Electronics is a high-tech enterprise specializing in the design and production of silicone rubber, plastic and metal materials of electronic and electrical spare parts products, and its products are widely used in communications, medical, automotive, home appliances, office, consumer electronics and other fields.
Xinwei Communication: LDS antenna is the optimal choice for curved multi-antenna design. LDS utilizes laser radar to integrate the precision 3-dimensional antenna into the plastic parts, which has been applied in cell phones such as Apple and Samsung, and it is expected that LDS is the optimal choice for multi-antenna integration and curved surface soldering in the wearable devices in the future. Xinwei Communication has R & D and process, international customers and large capacity advantages, there are opportunities for wearable equipment supply LDS antenna.
Light Hong Technology: the company since 2020 to start the production of smart wearable products, at present for Huawei to provide the main is the smart watch products manufacturing services. The company in the field of smart wearable has produced smart watches, bracelets, glasses and other products, with a wealth of experience and accumulation, the future will also be actively expanding including Huawei customers more smart wearable products business.
Vogel photoelectric: smart watches and other wearable devices is one of the main directions of the company's future business transformation, the company has part of the product small batch supply of millet smart watches.
Kodak Xunfei: the company for the domestic and the world's largest Chinese intelligent voice technology provider, product technology content of the world's leading in the Chinese voice market has an absolute leading position in the wearable devices in the voice recognition technology occupies a larger share of the company will directly benefit.
Combined with the above information, these companies are A-share market to do smart wearable do very good listed companies, the future will certainly usher in a great development, interested investors must be more layout!
The next 10 years of electronic consumer market, the new "blue ocean", smart wearable market analysis
The rapid development of the Internet has led to the rapid development of a number of related industries, which technology and electronic consumer products due to closer to the lives of the general public the most rapid development. Such as cell phones, computers and other terminal products have become an indispensable part of the daily life of many people in the office, and the market segments centered on headphones, speakers, smart watches/bracelets, and other products have also been very hot in recent years.
The progress of science and technology, and promote the continuous upgrading of consumer electronics products. With the generation and application of new concepts such as smart life and Internet of Everything, in the next decade, mankind may fully enter the era of intelligence, and the market will usher in many new opportunities with it. The upgrading of electronic consumer products will also further enrich and facilitate people's daily life.
The smart wearable market is the new growth point of the electronic consumer market in recent years, in which the sales of TWS headphones, smart watches/bracelets, smart glasses and other products continue to grow rapidly. And with the upgrading of people's consumption and the transformation of health concepts, this growth trend will continue to expand in the future, becoming a new "blue ocean" in the electronic consumer market.
This time, I love audio network will share the current situation of the smart wearable market in detail, as well as the development of smart watches as the most important smart wearable products and development opportunities.
I, smart wearable market status
1, what is smart wearable?
Smart wearable devices is a broad generalization of the word, is the application of wearable technology to the daily wearable products for intelligent design, the development of equipment that can be worn in general. Product use can be in direct contact with the human body to help users listen or watch content, or to collect human health information to assist in health exercise and medical treatment.
These devices include headphones, wristbands, and eyeglasses, as well as smart clothing and medical devices that are not widely available, and smart organs and implantable chips that may extend human capabilities in the future. By connecting with smartphones or the cloud for data interaction, many rich functions are realized.
2. Smart Wearable Market Development
The AMC model of China's smart wearable device market given by Shenzhen Smart Wearable Industry Association shows that in 2006, smart wearable products entered the exploratory period and began to explore user needs, try product forms, and build software ecosystems.
The most sensational product of this period is Google Project Glass, the AR augmented reality glasses released by Google in 2012, followed by 2 generations of products. The futuristic design and new interactive experience instantly triggered the market, but due to the immaturity of the technology, the shortcomings of the product were gradually exposed during the subsequent use, which ultimately led to the third generation of products "difficult to produce".
In 2016, the market entered the start-up period, the main smart wearable computing system platform and big data service platform is built, based on the health of big data service products gradually mature. With the release of Apple's smartwatch AppleWatch, the product form of the square dial has created a huge difference with the traditional round watch, attracting more consumers. And with the subsequent product GPS, cellular data, and health monitoring and other functions, led to the rise of the smartwatch market.
Into the last few years, smart wearable products ushered in a period of rapid growth, in which the relatively low-tech TWS headset has become the most important point of strength, and sales have climbed year after year. And with the addition of active noise cancellation and other features, they have been recognized by more people and have become the main growth rate of consumer electronics products in recent years.
Smart watches, smart bracelets, smart glasses and other categories of products also maintained the momentum of growth. Among them, the combination of smart watches/bracelets with sports health monitoring functions has formed a unique differentiation feature and become a product sought after by many young people. It is widely recognized that it will be the main development direction of the smart wearable market in the future.
3, smart wearable future
The current smart wearable products, due to the limitations of the product volume, the vast majority of products need to be connected to cell phones, PCs and other terminal equipment, so as to realize the application of various functions and data processing.
But smartwatches have the advantage of a relatively large size compared to other smart wearable products, and can carry more firmware configurations. The touch screen makes human-computer interaction more convenient and intuitive, and its wrist-worn usage is also easier to control. As smartwatch technology continues to advance, the product is moving towards standalone use.
After becoming an independent terminal product like cell phones, smartwatches may gradually develop into the center of smart wearable devices, undertaking data processing and cloud interaction of other smart wearable products, and becoming multimedia access ports, which are more convenient for users to use.
Two, smart watches may become the center of smart wearable devices
1, smart watch introduction
Smart watch is a watch with information processing capabilities, in line with the basic technical requirements of the watch. The logic of smartwatch is more inclined to cell phone, compared with the traditional watch, in addition to having the function of checking the time and date, it also has an independent operating system, data processing center, as well as a large number of sensor units, so as to realize such functions as health and exercise detection, checking and receiving information, and answering phone calls.
The current smartwatch market products can be divided into three categories based on their functional positioning, which are children's smartwatches, adult smartwatches and elderly smartwatches. According to the form of product data interaction, it can be divided into three categories: Bluetooth version, Bluetooth/WiFi version and cellular data version.
The children's watch mainly focuses on children's safety, with voice calls, multiple positioning, one-key distress, remote listening and other functions; the adult human watch focuses on message reminders, music playback, sports and health monitoring functions; and the elderly smartwatch focuses on convenient manipulation, health monitoring and smart reminders.
Shenzhen Smart Wearable Industry Association's most popular smartwatch function distribution survey report shows that health monitoring, call and sports management is currently the most popular smartwatch function, popularity in the interviews are more than 60%.
2, the development of smart watches
Market sales
The current smart wearable market, in addition to TWS headphones, smart watches are another major product of sales growth, and with the continuous enrichment of functions, range, performance improvement, sales are growing rapidly year by year.
Market research organization CCSInsights data report shows that in 2020, the overall global smartwatch/bracelet shipments were 193 million, a year-on-year growth of 24%. Among them, smartwatch shipments reached 115 million, accounting for about 60%. And it is predicted that by 2025, smartwatch shipments will reach 258 million units. This is still only knowable branded product shipments, the full shipments will far exceed this figure.
Currently smartwatch shipments market share Apple AppleWatch is far ahead, Huawei shipments in 2019-2020 growth rate is huge, the current sales are in the second place, Samsung, Fitbit, Huami and Garmin followed.
Smart watch industry chain and key technologies
Smart watch industry chain is similar to that of smart watches, the upstream mainly includes the main control chip, sensors and algorithms, batteries, screens, etc.; the midstream includes industrial design and process, hardware and software solution providers; the downstream is the supplier and the terminal brand manufacturers that the consumers contact.
At the key technology level, it mainly includes R&D and design capabilities, interconnectivity and algorithms. At present, smartwatches are already very mature in heart rate and blood oxygen monitoring. Algorithms have many manufacturers continue to follow up and upgrade, and the accuracy is constantly improving. In the smart watch, cell phone APP and cloud data interaction has also been relatively perfect.
But new health monitoring functions such as ECG, temperature, blood pressure and blood glucose are still supported by only a few products, and the data is not accurate enough to analyze the changes in physical condition through fluctuations. On the other hand, there is the issue of battery life, due to the size of the watch and the limitations of the battery technology, in so many all-weather monitoring functions, can reach more than 3 days of battery life products are good.
Smart watch market opportunities
Smart watch as a fast-growing emerging market, at present, although there are already such as Apple, Huawei and other head of the enterprise has a lot of shipments, but compared to the market capacity, the future still has a very promising potential for development.
For many other new smartwatch brands, as smartwatches are still in the early stages of development, enterprises engaged in this industry chain, in addition to the head of a few other companies are basically in the same starting line, standing in the industry chain and the key technologies we mentioned above, will usher in a new opportunity for development.
On the other hand, in addition to its rich functionality, a smartwatch also has the strong decorative effect of a traditional watch. Therefore, the product appearance design and product texture is also a very important point for smartwatches, and the ability to realize a very different product appearance can also be recognized by the market.
Three, Shenzhen Smart Wearable Industry Association
Shenzhen Smart Wearable Industry Association was founded in August 2015, is the official certification of the domestic smart wearable association, the member units cover the field of smart wearable finished products manufacturers, programmers, chip manufacturers, high-quality supply chain manufacturers and other more than 300 well-known enterprises in the industry.
The association continues to organize enterprises, universities and research institutes to focus on the key issues of industrial technological innovation, carry out technical cooperation, breakthroughs in the core technology of industrial development, and the formation of industrial technology standards.
Establishing a public **** technology platform, realizing effective division of labor and reasonable connection of innovation resources, and implementing intellectual property rights **** enjoyment; implementing technology transfer, accelerating the commercial application of scientific and technological achievements, and enhancing the overall competitiveness of the industry.
Jointly cultivate talents, strengthen the exchange and interaction of personnel, and support the effective enhancement of the core competitiveness of the industry. We hope that more enterprises in the field of smart wearable will join the Association*** to build a smart wearable ecosystem.
On July 29, 2021, the "2021 China Smart Wearable Summit" was successfully held, gaining the support of 42 high-quality supply chains, service providers, and brands in the industry, as well as more than 2,000 fans enrolled in the event, which included relevant purchasing personnel, digital enthusiasts, and those who are optimistic about this market and are ready to enter.
The summit also had the honor of inviting 17 big names in the industry to share the theme of smart wearable. Among them, Zheng Yi, president of Shenzhen Smart Wearable Industry Association, shared the current market status and future development trends and opportunities in the field of smart wearable with the theme of "Smart Wearable Development Trends and Product Dynamics".
Four, I love audio network summary
Smart wearable devices is one of the main growth rate of the technology electronics consumer market in the next few years, many manufacturers have begun to layout. In the current market, TWS headset products have become the main force of sales growth, due to the continuous improvement of the function and performance, as well as the need for relatively less relevant technology, the rate of product replacement is faster, which further promotes the rapid growth of its sales.
Smart watches occupy an important position in the smart wearable market, and sales continue to grow. Smartwatch independent operation of the system, data processing capabilities, as well as the screen and sensors and other configurations of the application are towards the development of small cell phone, the future in addition to its own continuous enrichment of the function, but also will occupy the center of the smart wearable device position.
From the perspective of the overall smart wearable device industry, its future development potential is very huge, and the types of products that can be tapped into are also extremely rich, and the application of new features is also in the development stage. At present, the threshold of entry into the field of smart wearable is relatively low, and various enterprises are basically on the same starting line. Therefore, whoever can first make breakthroughs in product industrial design, key technologies, hardware and software solutions, as well as later user services, will dominate the smart wearable market in the future.
What are the listed companies of artificial intelligence concept stocks
There are more than fifty listed companies of artificial intelligence concept stocks, among which, the representative ones are as follows:
1, KU Intelligence 300222
KU Intelligence Technology Co., Ltd. specializes in power distribution automation system, power automation system hardware and software products development, production and Sales and distribution automation engineering and technical services enterprises, long-term commitment to medium-voltage power line carrier communication technology research, development and market application, is China's medium-voltage power carrier communication field leader, is one of the country's leading industrial intelligence overall solution provider.
2, Huaxi shares 000936
Jiangsu Huaxi Village Co., Ltd. adhere to the relevant diversified business strategy, the business involves chemical fiber, woolen, clothing, knitting and other textile-related industries, as well as commercial and thermoelectric power industry, and focus on the development of new and high technology, high value-added products, the formation of the polyester fibers and woolen textiles, the two core business. In order to comply with the national economic transformation and upgrading and supply-side reform of the times, to ease the bottleneck constraints of the traditional main business, and to seek new performance growth point, the company carried out strategic transformation in 2015.
3, KD Xunfei 002230
KD Xunfei Co., Ltd. specializes in intelligent voice and language technology research, software and chip product development, voice information services and e-government system integration, with the Linghuo voice assistant, Xunfei input method and other excellent products. Xunfei is China's largest provider of intelligent speech technology, has a long history of research accumulation in the field of intelligent speech technology, and has a number of Chinese speech synthesis, speech recognition, spoken language evaluation and other technologies with international leading results.
4, Chuan Da Zhisheng 002253
Sichuan Chuan Da Zhisheng Software Co., Ltd. is China's air and ground intelligent transportation in the field of independent intellectual property rights of large-scale software and major equipment suppliers. The company seizes the opportunity of the new generation of information technology change and Sichuan Province to cultivate the development of information industry, has developed into a western region based on the radiation of the country engaged in data integration and big data application as the core, featuring software application integration, to the smart city, the integration of the two, the government and enterprise services, culture and tourism, public **** security and other areas of application of information technology, intelligence, intelligence, focus on building The company is an innovative high-tech enterprise.
5, Sai for the intelligent 300044
Sai for the Intelligent Co., Ltd. is mainly engaged in rail intelligence, building intelligence and energy-saving system engineering planning and design, installation and construction, as well as research and development and production of related products, is one of China's most professional intelligent system solutions provider, mainly for urban rail transit, high-speed railroads, the construction industry, to provide intelligent system solutions. It is one of the most professional intelligent system solution providers in China. Since its inception, the company has been adhering to the "science and technology first, people-oriented" business philosophy, focusing on intelligent systems business, based on the intelligent system of cutting-edge applications, and continue to develop the application of intelligent systems in various fields.
What are the listed companies of the concept of intelligent technology stocks
One, intelligent robots
1, industrial automation: Zhiyun shares (300097), KU Intelligence (300222), blue equipment (300293), Huichuan technology (300124), BaoDe shares (300023), HaiDe Controls (002184), Tianqi Shares (002009)
2, welding (conveying) equipment: Jiasi Technology (300193), Ruiling shares (300154), Nanjing Panda (600775), Ruiqi shares (300126),, Terra Heavy Industry (002347)
3, industrial robots:, Yahweh shares (002559), Huazhong CNC ( 300161), Sanfeng Intelligence (300276), giant wheel shares (002031), soft-control shares (002073), the new time to (002527),, robot (300024), gqy vision (300076), JinZiTianZheng (600560), Boshi shares (002698), GongDa high and new (600701), QianJiang motorcycle (000913), Qinchuan development 000913), Qinchuan Development (000837), Inventec (002334), Shanghai Mechanical and Electrical (600835), Shanhe Intelligence (002097), Golden Eagle (600232)
4, robot controller: Cixing shares (300307), Koyuan shares (002380)
5, household robots: Ziguang Shares (000938)
WANXIAC (300112): automation machinery concept, intelligent valve positioner, CCS pressure switch, pneumatic loading electric actuator, scattering neutron source
Fain CNC (002270): 09 years of research and development of the country's first dual-robot cutting workstations in the Shaanxi Automobile successfully passed the acceptance and put into operation
Helentzel (300201): firefighting robot, the company's existing range of robotic products, mainly used in the field of firefighting, such as fire-fighting robots, demolition robots, etc.
Rifa Precision Machinery (002520): RFSCD class of Cartesian Coordinate Robot, CNC machine tools, mechanical products
Rebeco Technology (002577): Robotics Integration Business or one of the main business
Two, smart wearable
1, Google Glass: ring Xu electronic (601231), Crystal Optoelectronics (002273), Connexion (300061), the Yangtze River Communication (600345), ****da electroacoustic (002655)
2, somatosensory technology: Lianchuang Optoelectronics (600363), Digital Vision (300079), High-Tech Infrared (002655) ), Gao De infrared (002414), Han Wang Technology (002362), Chuan Da Zhisheng (002253), KU Xunfei (002230), Hanwei Electronics (300007), Suzhou solid Technetium (002079), in the Ying Electronics (300327)
3, flexible circuit: super Huatong Technology (002288), in the King electronics (002579) ), Danbang Technology (002618), Derun Electronics (002055), Shenzhen Hifuture (002168), SangYi Technology (600183), Jinli Technology (002464), Xingsen Science and Technology (002436)
4, smart headset: Wanderer (002351), Endeavour Technology (002681), Gore acoustic (002241)
5, wearable chips: Beijing Junzheng (300223)
6, ihealth: JiuAn medical
Other wearable devices: Shanghai Xinyang (300236), Fu Ri electronics (600203), long power technology (600584), Dahua Intelligent (002512), RongKe technology (300290)
Expanded
Artificial intelligence has been developing rapidly in China in the past year, and the technology, products, and commercialization of enterprises are also changing rapidly. At the technical level, the underlying algorithms of artificial intelligence are constantly iterating. After a period of rapid development, the profits of the AI industry have also begun to be gradually released. At the commercialization level, this year will be a year of breakthroughs in computer vision realizations, and high-quality computer vision companies are expected to achieve high growth in operating income. In the future, in the various segments of artificial intelligence, there may be a "winner takes all", a dominant situation. In the vast AI market, companies with "a skill" are expected to get their own market.
Industry sources pointed out that artificial intelligence after several years of development, now has come to the "four elements" stage, that is, "data + algorithms + computing power + scene", purely algorithmic excellent company in the primary market financing attraction decreased significantly! The prospect of AI lacking application scenarios is worrisome. From the point of view of the "four elements", the artificial intelligence era is likely to win the traditional giants with rich application scenarios.
Baidu Encyclopedia: Conceptual Stocks
Cloud Finance and Economics: List of Artificial Intelligence Listed Companies and Conceptual Stocks, Leading Stocks
Southern Fortune: What are the latest smart concept stocks in 2017? List of leading intelligent concept stocks