Omdia：二季度全球可穿戴腕带设备市场出货量达5020万台 同比增长13%

Core Insights - The global wearable wristband device market is experiencing significant growth, with shipments reaching 50.2 million units in Q2 2025, representing a 13% year-over-year increase [1] - Strong demand for entry-level devices and advanced tracking features are driving market expansion, with a projected market growth of 8% in 2025 and 9% in 2026 [1] Market Trends - Increasing consumer focus on health, fitness, and exercise is driving interest in wearable wristbands, making these devices central to health and wellness applications [1] - Smartwatches are expected to be a key driver of ongoing market expansion, with basic models attracting a large number of first-time buyers [1] Consumer Behavior - Finding new use cases is crucial for attracting new user demographics and evolving vendor business models [1] - Devices with cellular connectivity are meeting safety needs for users of all ages, particularly in promoting the adoption of children's wearable devices [1] Technological Advancements - Smartwatches with 5G connectivity, such as the latest Apple Watch models, are appealing to users seeking better real-time connectivity and independent functionality [1] - The launch of the iPhone Air marks a significant milestone towards eSIM-only transition, facilitating digital purchases and subscription services [1] Market Value and Competition - The wearable wristband device market is expected to reach a value of $36.6 billion in 2024, with projections to exceed $40 billion by the end of 2025 [1] - Despite smartwatches accounting for only 32% of total shipments, they will represent 69% of the overall market value by the second half of 2025 [1] Vendor Strategies - Vendors are focusing on value-added services, connection subscriptions, and leveraging partnerships with nearly 500 million active users to generate subscription revenue [2] - Understanding the factors driving user choices for wearable devices, such as comprehensible metrics and community features, is essential for capturing upsell and cross-sell opportunities [2]