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手指上的百亿美元穿戴生意,马斯克推荐,追觅、三星正追风
36氪· 2025-10-31 00:09
以下文章来源于硬氪 ,作者欧雪 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 比拼品牌积累的潮品。 文 | 欧雪 编辑 | 袁斯来 来源| 硬氪(ID:south_36kr) 封面来源 | 企业官网 一枚可以监测健康的智能戒指,正成为科技大佬手上的必备点缀。 它由芬兰企业Oura Health做成爆品。这家900多人的公司,过去一年售出约300万枚戒指后,公司估值正逼近110亿美元。新一轮融资预计募集约9亿美元, 较去年50亿美元的估值翻倍。 对那些必须走在审美和潮流前列的名人来说,Oura指环已然成为风格和个性的象征。埃隆·马斯克和马克·库班公开讨论其睡眠监测功能;扎克伯格经常戴在 手上;勒布朗·詹姆斯不仅是用户更是投资人;演员佐伊·索尔达娜以及国内的演员金世佳等人也是用户。 有媒体数据显示,自2015年以来,Oura Ring已售出550万枚,预计2025年营收将达到10亿美元,作为领头羊占据约80%份额。 Oura Ring 4(图源/企业) Oura很难独享这份市场。今年,追觅正式推出首款震动AI智能戒指Dreame Ring,平台售价2599元。在它之前,印度品牌Ultrahuman在2 ...
手指上的百亿美元穿戴生意,马斯克推荐,追觅、三星正追风
3 6 Ke· 2025-10-30 02:28
Core Insights - The Oura Ring, produced by Finnish company Oura Health, has become a popular health-monitoring smart ring, with a valuation nearing $11 billion after selling approximately 3 million rings in the past year, doubling its valuation from $5 billion last year [1][3] - The smart ring has gained traction among celebrities, becoming a symbol of style and personality, with notable users including Elon Musk, Mark Cuban, and LeBron James [1] - The market for smart rings is becoming competitive, with new entrants like Dreame Ring from Zhiwei and Ultrahuman from India, as well as established brands like Samsung and Reebok entering the space [3][5] Market Dynamics - Oura Ring has sold 5.5 million units since 2015 and is projected to reach $1 billion in revenue by 2025, holding approximately 80% market share [1] - The competition is expected to mirror the smartwatch market, where startups pave the way for larger companies to enter [5] - The current period is crucial for smart ring companies to solidify their positions before major players like Apple potentially enter the market [6] Product Features and Differentiation - Smart rings, including Oura, are lighter (3-6 grams) compared to smartwatches (40-70 grams) and smart bands (20-50 grams), making them more comfortable for long-term wear, especially during sleep [7] - Oura Ring is designed for sleep monitoring, addressing pain points of traditional wrist-worn devices, such as discomfort during side sleeping and screen light interference [7] - Oura Ring incorporates advanced sensors to monitor various health metrics, including heart rate and body temperature, and provides health scores based on complex algorithms [7][14] Competitive Landscape - Other brands are focusing on niche sleep-related features, such as Ultrahuman's emphasis on sleep and metabolic health and RingConn's clinical-grade sleep apnea monitoring [8][10] - The competition is shifting from merely accurate data collection to providing understandable and actionable insights for users [13] - Oura's dual business model of hardware and subscription services has proven effective, with 20% of its revenue coming from subscriptions [14] Strategic Moves - Oura has made strategic acquisitions, such as Dreamset, to enhance its personalized sleep solutions and has expanded into the enterprise market with "Oura for Business" [14] - RingConn has achieved medical device certification, positioning itself in the professional healthcare market for sleep disorder management [14] Ecosystem Integration - The small size and continuous contact of smart rings with the body provide unique advantages for integration with other health devices, enhancing their value proposition [15] - The future of smart rings is evolving towards becoming central hubs for personal health management, emphasizing brand accumulation and ecosystem connectivity [15]