Summary

このレポートは世界のスマートウォッチ市場を調査し、2023年までの市場予測やスマートウォッチ企業の位置づけと評価を掲載しています。

主な掲載内容

• 技術評価
• 使用事例分析
• 市場のディスラプション（破壊）分析
• セグメント別ベンチマーク産業予測
  • コネクティビティ（携帯電話、GNSS、NFC、Wi-Fi）
  • デバイスタイプ（ディスプレーとハイブリッドスマートウォッチ）
  • デバイスベンダ（Apple、Asus、Fitbit、Fossil、Samsung、TAG Heuer、その他）
  • OS（Wear OS、Tizen、WatchOS、その他）
  • アクセスされたアプリ
  • 収益（出荷台数とソフトウェア）

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Table of Contents

Table of Contents

1. Smartwatches: Market Directions & Key Takeaways

1.1 Introduction . 6
1.2 Research Scope . 6
1.3 Definitions . 6
1.3.1 Wearable Devices . 6
1.3.2 Smartwatches. 6
Figure 1.1: Fossil Q Commuter, Guess Connect Hybrid Smartwatches & LG Watch W7 . 7
1.4 Smartwatch Market Direction in a Connected World . 7
Figure 1.2: Juniper Roadmap for Smartwatch Features & Specifications . 7
i. Increasing Emphasis on Healthcare . 8
ii. Focus Shifts to Standalone Smartwatches . 8
iii. Hardware Improvements . 8
1.5 Key Takeaways & Recommendations. 8

2. Evolving Use Cases

2.1 Introduction . 11
Figure 2.1: Proportion of Smartwatches Owned by US Population, (%), Survey Findings 2018 . 11
Figure 2.2: Percentage of Daily Functions Used by Smartwatch Owners, US, 2017 (%). 11
2.2 Use Case Impact Analysis . 11
2.2.1 Impact Analysis Summary . 11
Table 2.3: Case Uses Impact Analysis Assessment Factors . 12
Table 2.4: Case Uses Impact Analysis Heatmap . 13
2.3 Fitness . 14
2.3.1 Fitness Software . 14
i. Interpretation & Context . 15
Figure 2.5: Apple Watch Activity Rings & Nokia Steel HR Display . 15
ii. The AI Future . 15
2.3.2 Fitness Features . 15
2.4 Health . 16
2.4.1 Going Beyond Fitness . 16
Figure 2.6: Wearable Owners’ Views on Health Monitoring, US, 2018, (%) . 16
Figure 2.7: Percentage of Health Issues that Wearable Owners Would Like to Monitor, US, 2018 (%) . 17
2.4.2 A Question of Generation . 17
i. The US Opportunity . 17
2.4.3 Heart Monitoring . 17
Case Study: Move ECG by Withings & Series 4 by Apple . 18
Figure 2.8: Withings Move ECG & Apple Watch Series 4 During an ECG . 18
2.4.4 Limitations . 19
i. Regulation . 19
ii. The Technology Behind the Ideas . 19
2.5 Notifications . 20
2.5.1 Notification Features . 20
i. Display . 20
ii. Haptics . 20
iii. Voice . 21
2.5.2 Enterprise Notifications . 21
2.6 Payment . 21
2.6.1 OEM-Pay . 21
Table 2.9: Contactless Mobile Wallets: OEM-Pay Market Share 2018 & 2020 . 22
2.6.2 Strap Payment . 22
Figure 2.10: bPay Loop Devices . 22
2.7 Location Tracking . 23
2.7.1 Trackers: Friends or Foe?. 23
2.7.2 Navigation. 23
2.8 Music . 24
Table 2.11: Essential Features for Music Playing on Smartwatches . 24
2.9 Smart Home . 24
2.9.1 Smart Home Apps & Features . 25
Figure 2.12: Thermostat Controlled Through the Nest App on Apple & Android Smartwatches . 25
2.9.2 Smart Home: Friend or Foe? . 25

3. Market Trends & Disruptions

3.1 Introduction . 27
3.2 Smartwatch Trends. 27
3.2.1 The Focus on Healthcare . 27
i. Glucose Monitoring . 27
ii. Speech Therapy. 27
iii. Seizure Detection . 28
iv. Posture Aid . 28
v. Sleep Monitoring . 28
Figure 3.1: Beddit 3.5 Sleep Monitor . 29
3.2.2 Improved Battery Life . 29
Case Study: PowerWatch X by Matrix Industries. 29
Figure 3.2: PowerWatch X by Matrix Industries . 30
ii. Improved Hardware . 30
3.2.3 More Customisation Options . 30
i. Hardware Customisation . 30
Figure 3.3: Blocks Smartwatch . 31
ii. Software Customisation . 31
3.2.4 Hybrid, Luxury & Sports Manufacturers Catch Up . 31
i. From Hybrid to Digital Watches . 31
Figure 3.4: Michael Kors Runway Smartwatch With Heart Rate Monitoring & GPS . 31
ii. Luxury Brands . 32
iii. Sports Watches . 32
3.2.5 Standalone Smartwatches . 32
Figure 3.5: Top 5 Reasons Why People Have not Bought a Smartwatch, US, 2015, (%) . 33
i. The Impact of 5G . 33
Figure 3.6: Advances of 5G in the Smartwatch Market . 33
3.3 Smartwatch Disruptions . 34
Table 3.7: Potential Smartwatch Disruptors Heatmap Analysis . 34
3.3.1 Microsoft . 34
3.3.2 Google . 35
3.3.3 Motorola . 35
3.3.4 OnePlus . 35
3.3.5 Sony . 36
3.3.6 Apple . 36
3.3.7 Garmin . 37

4. Competitive Landscape & Juniper Leaderboard

4.1 Introduction . 39
4.1.1 Stakeholder Assessment Criteria. 39
Table 4.1: Smartwatch Vendor Capability Assessment Factors . 40
4.2 Stakeholder Analysis: Capability Assessment & Market Positioning . 41
4.2.1 Juniper Leaderboard for Smartwatches . 41
Figure 4.2: Smartwatches Leaderboard . 41
Table 4.3: Smartwatches Leaderboard Scoring . 42
4.2.2 Players Groupings & Conclusions . 43
i. Established Leaders . 43
ii. Leading Challengers . 44
iii. Disruptors & Emulators . 46

5. Smartwatch Market Forecasts & Key Takeaways

5.1 Introduction . 48
5.2 Forecast Methodology. 48
5.2.1 Forecast Steps . 48
i. Analysis of the Current Market . 48
ii. Smartphone Penetration . 48
5.2.2 Methodology for Shipments, Installed Base & Market Value of Smartwatches . 49
5.2.3 Smartwatches Software Methodology . 49
Figure 5.1: Smartwatches Hardware Forecast Methodology . 50
Figure 5.2: Smartwatches Software Forecast Methodology . 51
5.3 Smartwatch Unit Forecasts . 52
5.3.1 Installed Base Forecasts . 52
i. Device Installed Base . 52
Figure & Table 5.3: Smartwatch Installed Base Per Annum (m), Split by 8 Key
Regions, 2018-2023 . 52
Table 5.4: Smartwatch Installed Base Per Annum (m), Split by Category, 2018-2023 . 52
ii. Device Installed Base by Operating System . 53
Figure & Table 5.5: Smartwatch Installed Base Per Annum (m), Split by Operating System, 2018-2023 . 53
iii. Device Installed Base by Vendor . 54
Figure & Table 5.6: Smartwatch Installed Base Per Annum (m), Split by Device Vendor, 2018-2023 . 54
iv. Connectivity Installed Base . 55
Figure & Table 5.7: Smartwatch Installed Base Per Annum (m), Split by Connectivity, 2018-2023 . 55
5.3.2 Shipment Forecasts . 56
i. Device Shipments . 56
Figure & Table 5.8: Smartwatch Shipments Per Annum (m), Split by 8 Key Regions, 2018-2023 . 56
Table 5.9: Smartwatch Shipments Per Annum (m), Split by Category, 2018-2023 . 56
ii. Device Shipments by Operating System . 57
Figure & Table 5.10: Smartwatch Shipments Per Annum (m), Split by Operating System 2018-2023 . 57
iii. Device Shipments by Vendor . 58
Figure & Table 5.11: Smartwatches Shipped Per Annum (m), Split by Device Vendor, 2018-2023 . 58
iv. Connectivity Shipments . 59
Figure & Table 5.12: Smartwatches Shipped Per Annum (m), Split by Connectivity, 2018-2023 . 59
5.3.3 Smartwatch Software Forecasts . 60
i. Apps Accessed . 60
Figure & Table 5.13: Smartwatch Apps Accessed Per Annum (m), Split by 8 Key Regions, 2018-2023 . 60
5.4 Smartwatch Revenues Forecasts. 61
5.4.1 Device Revenues . 61
Figure & Table 5.14: Smartwatch Hardware Revenue per Annum ($m) Split by 8 Key Regions, 2018-2023 . 61
5.4.2 Software Revenues . 62
Figure & Table 5.15: Smartwatch Software Revenue Per Annum ($m) Split by 8 Key Regions, 2018-2023 . 62