智能穿戴融资降温？AI大模型正在重写行业游戏规则丨热门赛道

Core Viewpoint - The article discusses the rapid development and potential of the smart wearables industry, highlighting the integration of advanced technologies and the increasing application scenarios in health monitoring, fitness tracking, and smart home environments [4][10]. Industry Definition - Smart wearables are defined as electronic devices embedded in everyday items that utilize sensors, wireless communication, and AI to provide health monitoring, activity tracking, and information interaction [4]. Recent Developments - The "Implementation Plan for Digital Transformation in Light Industry" emphasizes the promotion of AI applications in various sectors, including smart wearables, indicating a strong governmental push towards the industry's growth [4]. Product Categories - Smart wearables can be categorized into wrist-worn, head-worn, eyewear, clothing, footwear, and patch devices, each with distinct development paths based on usage scenarios and technological focus [5][6]. Key Technologies - The development of smart wearables relies on four core technological paths: multi-dimensional sensing and integration, low-power computing and edge processing, wireless communication and connectivity, and flexible electronics and ergonomic design [6][7]. Industry Chain - The smart wearables industry chain includes upstream suppliers of key components (sensors, chips, communication modules), midstream manufacturers focusing on device design and system integration, and downstream application providers offering sales channels and value-added services [8][9]. Market Trends - The financing landscape for smart wearables has seen a decline since 2021, with a peak of 35 financing events that year, followed by a drop to 11 events by 2024, indicating a market adjustment phase [10]. Notable Companies - Zhige Technology focuses on AR diffraction waveguide technology and has established a fully automated production line, achieving significant production capacity [12][13]. - Rokid specializes in AR glasses and has developed a complete product ecosystem based on its YodaOS operating system, with multiple product launches and significant financing rounds [14][15]. - Thunderbird Innovation aims to create a top-tier consumer AR ecosystem, having launched several AR products and completed substantial financing rounds for technology development [16][17]. Recent Innovations - The article highlights several recent innovations in the smart wearables space, including lightweight AI glasses from Skyworth, non-invasive blood glucose monitoring technology from Apple, and a battery-powered wearable transcranial magnetic stimulation device from the Chinese Academy of Sciences [19][20][21].