【#小米腕带设备出货量全球第一#、华为、苹果分列二三】市场调研机构 Omdia 今日发布最新研究， 全球可穿戴腕带设备市场正在蓬勃发展，2025 年第二季度，出货量达 5020 万台，同比增长 13%。 报告称，对入门级基础设备的强劲需求，加上更先进的追踪功能，正在推动市场扩张。Omdia 预测， 2025 年市场将增长 8%，2026 年预计将达到 9% 的增长。 从品牌来看，2025 年第二季度全球可穿戴腕带设备市场出货量前五分别为小米、华为、苹果、三星、 Noise（印度可穿戴品牌）。 | Vendor | Q2 2025 | Q2 2025 | Q2 2024 | Q2 2024 | Annual | | --- | --- | --- | --- | --- | --- | | | shipments | market | shipments | market | growth | | | (million) | share | (million) | share | | | Xiaomi | 9.5 | 18.9% | 5.9 | 13.3% | +61% | | Huawei | 8.8 | 1 ...

IT之家 10 月 14 日消息，Omdia 今日发布最新研究，全球可穿戴腕带设备市场正在蓬勃发展，2025 年第二季度，出货量达 5020 万台，同比增长 13%。 报告称，对入门级基础设备的强劲需求，加上更先进的追踪功能，正在推动市场扩张。Omdia 预测，2025 年市场将增长 8%，2026 年预计将达到 9% 的增 长。 从品牌来看，2025 年第二季度全球可穿戴腕带设备市场出货量前五分别为小米、华为、苹果、三星、Noise（IT之家注：印度可穿戴品牌）。 | Vendor | Q2 2025 | Q2 2025 | Q2 2024 | Q2 2024 | Annual | | --- | --- | --- | --- | --- | --- | | | shipments | market | shipments | market | growth | | | (million) | share | (million) | share | | | Xiaomi | 9.5 | 18.9% | 5.9 | 13.3% | +61% | | Huawei | 8.8 | 17.4% | 6.0 | ...

Leathem补充道："寻找新的使用场景不仅是吸引新用户群体的关键，也是供应商业务模式演进的关键。 支持蜂窝网络的设备能满足各年龄段注重安全的用户需求，并在特定市场推动儿童可穿戴设备的采用。 具备5G连接功能的智能手表(如最新的Apple Watch型号)吸引了寻求更佳实时连接和独立功能的用户， 他们可能更倾向于升级。此外，苹果推出的iPhone Air标志着向eSIM-only转型的关键里程碑，使数字化 购买与订阅服务更加便捷。" Omdia研究经理陈秋帆(Cynthia Chen)评论道："2024年，可穿戴腕带设备市场价值达366亿美元，预计到 2025年底将首次突破400亿美元。上半年竞争激烈、升级周期难以预测，厂商仍在不断扩展产品线，以 支持收入和利润增长。2025年下半年，智能手表尽管仅占出货量的32%，但在整个市场价值中占比高达 69%。找到有效的方法鼓励消费者在更换旧产品时进行升级，对于厂商而言将至关重要。 此外，通过增值服务、连接订阅以及利用近5亿活跃用户安装基础的合作伙伴关系来获取订阅收入，将 成为厂商议程上的重要事项。但对于厂商而言，真正理解驱动用户选择可穿戴设备的因素(如易于理解 的指 ...

Industry Overview - In the first half of 2025, the shipment volume of wearable wristband devices in mainland China reached 33.9 million units, marking a year-on-year growth of 36%, following a 33% increase in the second half of 2024, indicating a strong upward trend [1] - This growth represents a historical high for the first half of the year in the wearable wristband device market in mainland China, signifying a new development phase for the market [1] - The global wearable wristband device market is projected to reach approximately $135 billion in 2024 and is expected to exceed $500 billion by 2030, with a compound annual growth rate (CAGR) of over 20% [1] - The Chinese market is particularly notable, emerging as a significant growth engine globally [1] Market Dynamics - The wearable wristband device market is currently vibrant, assisting users in health monitoring, exercise tracking, and smart connectivity, becoming an integral part of daily life for many [1] - The dual growth in both the Chinese and global markets underscores the resilience of wearable wristband devices [1] - Future advancements are anticipated as technology progresses towards medical-grade monitoring, the application scenarios expand from consumer to professional use, and the ecosystem evolves from standalone products to closed-loop systems, leading to a new wave of industry growth [1] Company Insights - Relevant A-share concept stocks in this sector include Boshuo Technology and Aohai Technology [1]

Core Insights - The global wearable wristband device market experienced a year-on-year growth of 13% in Q1 2025, with a total shipment of 46.6 million units [1] Market Performance - The growth is attributed to a low base from the previous year and a rebound in market demand, leading to accelerated overall growth [1] - Three main product categories—basic bands, basic watches, and smartwatches—have all shown growth, serving as the primary drivers of market expansion [1]