穿戴式装置产业展望（2024）：智慧手錶、健身手环、VR/AR设备

2023年智慧手錶市场低迷，对我们2024年的策略影响很大。 製造商可能会采取保守的方法，专注于增量更新和研发 (R&D) 多样化，以满足市场需求。 同时，人工智慧（AI）将成为增强产品和服务的重要工具。

虚拟/扩增实境 (VR/AR) 领域缺乏引人注目的内容和应用程序，这阻碍了市场成长和投资者热情。 同时，到2024年，将更加重视技术进步，以丰富内容并扩大设备的商业用途，从而刺激重要上游製程组件的开发。

本报告分析了全球穿戴式装置（智慧手錶、健身手环、VR/AR装置）产业的最新状况和未来前景，重点介绍了各细分领域的主要趋势、主要企业的策略发展现状以及未来穿戴式装置产业的发展趋势。□调查服务发展趋势，预测未来产业发展方向。

目录

第一章智慧手錶/健身手环产业：回顾与展望

• （一）产业现况及市场预测
• （二）主要企业策略地位
• (3) 产品/服务开发趋势

第二章 VR/AR产业：回顾与展望

• （一）产业现况及市场预测
• （二）主要企业策略地位
• (3) 产品/服务开发趋势

第 3 章 TRI 的观点

• (1) 2024年智慧手錶和健身手环市场趋势将保持稳定：前者预计小幅增长，后者预计下降
• （2）智慧手錶与手环製造商的关键策略：逐步稳定更新、研发多元化、人工智慧（AI）运用
• （3）VR/AR市场振兴前景：产生的AI和硬体组件的最佳化将是主要因素

The smartwatch market saw a downturn in 2023, which has significantly impacted strategies for 2024. Manufacturers are expected to adopt a conservative approach, focusing on incremental upgrades and diversification in R&D to align with market needs, with AI becoming a crucial tool in enhancing product and service offerings.

The VR/AR sector continues to struggle with a lack of compelling content and applications, which has stalled market growth and investor enthusiasm. In response, 2024 is set to witness a stronger emphasis on technological advancements to enrich content and broaden the commercial application of devices, spurring the development of essential upstream components.

Table of Contents

1. Smartwatch and Fitness Band Industry: Review and Outlook

(1) Current industry status and market forecast

(2) Strategic layout of major industry players

(3) Trends in product and service development

2. VR/AR Industry: Review and Outlook

(1) Industry overview and market forecast

(2) Strategic layout of major industry players

(3) Trends in product and service development

3. TRI's View

(1) Smartwatch and fitness band development expected to remain steady in 2024, with the former

experiencing slight growth and the latter seeing a decline

(2) Incremental and stable upgrades, diversification of R&D, and the utilization of AI are main strategies for

smartwatch and fitness band manufacturers

(3) The VR/AR market awaits momentum, with generative AI and hardware component optimization

becoming key factors