Table of Contents. Index CONNECTED WEARABLES

Transcription

1 Index Table of Contents Table of Contents... i List of Figures... vii Executive summary Introduction to wearable technology Introduction Background Definitions Market segments Infotainment & lifestyle Fitness & wellness People monitoring & safety Medical & healthcare Enterprise & industrial Government & military Technologies and platforms Mobile operating systems and platforms Battery and processor technologies Wireless technologies Sensors Display technologies and user interface Value chain and vendor landscape Enabling technologies Hardware component vendors Mobile operating system vendors Devices Smartphone and consumer electronics manufacturers Apparel and accessories companies Specialist vendors STRATEGIC M2M RESEARCH SERIES i

2 2.3 Connectivity services and IoT platforms Wireless operators and managed service providers IoT platform providers Apps and content Software application developers and content providers Smartwatches The smartwatch market Market size and the largest vendors Established smartphone vendors and watch brands enter the market Smartwatches and wireless connectivity Bluetooth is the most common connectivity option today Major players pave the way for cellular connectivity in smartwatches Company profiles and strategies Samsung: Multi-platform and multi-device strategy Blocks Wearables: The modular smartwatch Sony: Smartwatch veteran gets new life from Android Wear Apple: Enough scale to bet on its own platform Fossil: An approach based on appeal and fashion LG Electronics: First to release a cellular Android Wear watch Smart glasses The smart glasses market Limited availability and experiments with features and use cases Imaging glasses, 3D viewing glasses and wearable VR/AR solutions Growth opportunities in the professional market segments Smart glasses and wireless connectivity Company profiles and strategies Recon Instruments: Focus on sports and an active lifestyle Vuzix: Wearable display specialist turns to the enterprise segment Epson: Aims at both professional and consumer segments Google: Glass relaunched as Glass EE in July Kopin: Provides technology solutions to the smart glasses market Optinvent: From smart glasses to AR headphones ii STRATEGIC RESEARCH SERIES M2M RESEARCH SERIES

3 5 Connected fitness and activity trackers The connected fitness and activity tracking market Market size and major vendors Fitness and activity tracking bands Bluetooth connected sports watches Other form factors Fitness and activity trackers and wireless connectivity Company profiles and strategies Moov: Motion tracker, heart rate monitor and real-time voice coaching Fitbit: The number one wearable device vendor in the world Microsoft: Ventures in AR glasses, activity band and cross platform service Garmin: GPS sports watch giant grows with connected features Xiaomi: On the verge of becoming the largest vendor of connected wearables 91 6 People monitoring and safety devices Family locator and consumer oriented locator devices Child locator devices Wearable locator devices for adults Lone worker protection and offender monitoring devices Lone worker protection devices Offender monitoring devices Next-generation telecare and mpers Mobile telecare and mpers devices Telecare activity monitoring solutions Company profiles and strategies BI Incorporated: Leading provider of EM services in the US hereo: Start-up offers the hereo family locator watch and app Everon: Developer of GPS wristwatches for telecare and lone workers Laipac Technology: Personal locators now represent half of revenues Navigil: Developer of wristwatch for telecare and lone worker protection LOSTnFOUND: Swiss asset tracking vendor entering the telecare market Tinitell: Swedish startup launches mobile bracelet for kids Smart Clothing STRATEGIC M2M RESEARCH SERIES iii

4 7.1 The smart clothing market The smart clothing ecosystem Major smart clothing application areas Fitness and wellness Government and military Medical and healthcare Smart clothing and wireless connectivity Company profiles and strategies Bionic Power: The consumer market to be the next step after military app OMsignal: Venture-capital-backed smart fitness apparel Sensoria: Connected fitness apparel with a wide range of use cases Athos: Professional tracking of muscle activity through embedded sensors Digitsole: Connected insoles and intelligent sneakers Wearable Technologies: From commuter garments to industrial safety apps Hexoskin: Creating garments for elite sports, clinical research and defence Wearable X: Boutique smart clothing with a number of innovative use cases Clothing Plus: Prominent manufacturer of smart textiles Motus Global: Products designed for throwing and batting Myontec: Advanced smart shorts for healthcare and fitness Heddoko: Full-body suit for data capturing and analysis Medical devices and miscellaneous Medical devices The mhealth and home monitoring market Regulatory environment Wearable medical devices and implants Additional connected wearable devices Wearable industrial computers Military devices Authentication and gesture control devices Other wearable devices Company profiles and strategies Medtronic: Connected wearables for ECG monitoring and CRM patients iv STRATEGIC RESEARCH SERIES M2M RESEARCH SERIES

5 8.3.2 Dexcom: Connected continuous glucose monitoring Proteus Digital Health: Innovative wireless ingestible sensors and wearables Zephyr Performance Systems: Betting on connected wearables Nokia: Acquires health and fitness focused gadget maker Withings Zebra Technologies: Wearable computers for the enterprise market Market forecasts and trends Global market outlook Market segments Regional market data Cellular connections Market forecasts smartwatches On the verge to reach mass market adoption Connectivity strategies Market forecasts smart glasses Opportunities in the professional and niche consumer segments Connectivity strategies Market forecasts fitness and activity trackers Wrist worn activity trackers will face fierce competition from smartwatches High growth in other form factors Market forecasts people monitoring and safety devices Wearables will be the most common form factor in family locators Great potential in next-generation telecare and mpers Modest growth in offender monitoring and lone worker devices Market forecasts smart clothing A wide range of vendors continue to fuel the market Significant growth anticipated in the smart clothing segment Market forecasts medical devices Cardiac Rhythm Management is the largest connected device category Connectivity strategies Market forecasts other connected wearables Market trends and drivers Wearables are at the intersection of fashion and technology STRATEGIC M2M RESEARCH SERIES v

6 9.9.2 The myriad of use cases is wearables killer app Long-term engagement: bringing it all together Connected wearables are part of the IoT revolution Wearables raise privacy and security concerns Venture capital is a common source of financing in the wearables industry Continued M&A activities anticipated to take place in the wearables industry 192 Glossary vi STRATEGIC RESEARCH SERIES M2M RESEARCH SERIES

7 Index List of Figures Figure 1.1: Market segments, applications and devices... 5 Figure 1.2: Wireless technologies characteristics Figure 2.1: The connected wearables value chain Figure 2.2: Smartphone shipments by OS (2015 and 2016) Figure 2.3: Leading consumer electronics companies by revenues (2016) Figure 2.4: Smartphone shipments by vendor (World 2015 and 2016) Figure 2.5: Major apparel and accessories companies (World 2016) Figure 2.6: Examples of specialist device vendors by segment Figure 2.7: Top global mobile network operators by subscriber base (Q1-2017) Figure 2.8: Examples of IoT platform providers Figure 3.1: Apple Watch 2, LG Urbane 2 and Samsung Gear S Figure 3.2: Smartwatch shipments by vendor (World 2015 and 2016) Figure 3.3: Examples of smartwatches introduced between 2015 and Figure 3.4: Examples of smartwatches featuring cellular connectivity (Q3-2017) Figure 3.5: Connected wearables from Samsung ( ) Figure 3.6: Connected watches from Sony Figure 4.1: Smart glasses form factors Figure 4.2: Examples of introduced smart glasses (September 2017) Figure 4.3: Examples of introduced VR and AR solutions Figure 4.4: Examples of smart glasses from Epson Figure 4.5: Optinvent ORA-2 smart glasses Figure 5.1: Wearable fitness device form factors Figure 5.2: Connected fitness and activity tracker shipments (2015 and 2016) Figure 5.3: Examples of Bluetooth connected activity wristbands Figure 5.4: Examples of Bluetooth connected sports watches Figure 5.5: Wireless connected activity trackers with alternative form factors (A-O) Figure 5.6: Wireless connected activity trackers with alternative form factors (P-Z) Figure 5.7: Moov Now fitness tracker STRATEGIC M2M RESEARCH SERIES vii

8 Figure 5.8: Selected connected fitness and activity trackers from Garmin Figure 5.9: Mi Band 2 fitness tracker Figure 6.1: Examples of wearable child locator devices Figure 6.2: Wearable child locator devices Figure 6.3: Safelet Indra and PFO Shield Figure 6.4: Lone worker protection devices Figure 6.5: Offender monitoring solution providers in Europe and North America (2017) Figure 6.6: Offender monitoring devices featuring cellular and GPS connectivity Figure 6.7: Mobile telecare and mpers devices Figure 6.8: Connected wearables from LOSTnFOUND, Limmex and Navigil Figure 6.9: Connected wearable telecare devices Figure 6.10: Laipac Technology s Raven smartwatch Figure 7.1: Smart clothing form factors Figure 7.2: Examples of smart clothing vendors Figure 8.1: Examples of wearable medical applications Figure 8.2: Examples of medical devices Figure 8.3: Cardiac rhythm and ECG monitoring devices Figure 8.4: Connected glucose and blood pressure monitors Figure 8.5: MC10 Biostamp and Orpyx SurroSense RX Figure 8.6: Examples of wearable industrial computers Figure 8.7: Wearable industrial computers from Zebra Technologies and Kopin Figure 8.8: Examples of wearable gesture and authentication devices Figure 8.9: Examples of various wearable devices Figure 8.10: Various connected wearables Figure 8.11: Dexcom G5 app and transmitter Figure 8.12: Connected wearables from Nokia Figure 9.1: Connected wearables shipments by device category (World ) Figure 9.2: Connected wearables shipments by market segment (World ) Figure 9.3: Connected wearables shipments by region (World ) Figure 9.4: Cellular connections by device category (World ) Figure 9.5: Smartwatch shipments by region (World ) Figure 9.6: Smart glasses shipments by region (World ) viii STRATEGIC RESEARCH SERIES M2M RESEARCH SERIES

9 Figure 9.7: Fitness and activity tracker shipments by region (World ) Figure 9.8: People monitoring and safety device shipments by region (World ). 180 Figure 9.9: Smart clothing shipments by region ( ) Figure 9.10: Wearable medical device shipments by region (World ) Figure 9.11: Other connected wearables shipments by region (World ) Figure 9.12: Examples of wearable companies that have received external funding Figure 9.13: Connected wearables selected mergers and acquisitions ( ) STRATEGIC M2M RESEARCH SERIES ix

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