2025年全球智能手表有望重回增长轨道 华为苹果引领复苏

Core Insights - Global smartwatch shipments are expected to grow by 7% year-on-year by the end of 2025, recovering from a decline in 2024 [1] - Huawei leads the recovery with a 42% year-on-year increase in shipments, followed by Xiaomi with 22% and Imoo with 17% [1] - Apple is projected to see a 12% year-on-year increase in shipments in Q3 2025, ending a streak of seven consecutive quarters of decline [1] Industry Trends - Major brands are accelerating the integration of AI-driven health analysis and guidance features into their product offerings [1] - Key new features such as satellite communication, 5G RedCap, and Micro LED display technology are highlighted as significant upgrades in products [1]