智慧型手錶产业趋势:Apple的2025年的策略预测

2025年9月初，苹果发表了三款全新Apple Watch。虽然升级幅度相对较小，但苹果全年的整体策略为我们了解2025年智慧手錶产业的发展轨迹提供了宝贵的见解。人工智慧驱动的创新是其核心。透过利用长期行为数据分析和多感测器整合，苹果正逐步从简单的健康追踪转向健康预测和个人化推荐。

在硬体方面，重点在于显示和感测技术的创新。这包括可折迭显示器、血压监测以及旨在实现视讯通讯、游戏甚至医疗应用的高级高效显示技术的专利。然而，市场上的技术创新步伐仍然有限。如果没有突破性的功能，更换需求将持续疲软，这可能会限制智慧手錶产业的成长。

主要亮点

• 苹果以人工智慧驱动的创新引领智慧手錶发展
• 长期行为数据和多感测器整合使智慧手錶的功能从基础追踪转向健康预测和个人化推荐
• 硬体创新主要集中在显示器和感测技术，包括可折迭萤幕、血压监测专利以及用于通讯、娱乐和医疗应用的高效技术
• 产业技术创新速度有限，缺乏突破性功能可能削弱产品更新换代需求，并成为成长瓶颈。

样品

目录

第一章：苹果发表三款全新 Apple Watch——Ultra 3 与 SE 3 的重大更新

第二章：Apple Watch 软体开发：穿戴式装置行为模式协助用户长期参与

第三章：Apple Watch 硬体开发：可折迭显示器和内建相机的价值来源

第四章：策略定位与竞争分析

第五章：TRI的观点

In early September 2025, Apple introduced three new Apple Watch models. While the upgrades were relatively incremental, Apple's broader strategy throughout the year provides valuable insights into the development trajectory of the smartwatch industry in 2025. AI-driven innovation has become the core focus. Leveraging long-term behavioral data analysis and multi-sensor integration, Apple is gradually shifting from simple health tracking to health prediction and personalized recommendations.

On the hardware front, the emphasis is on innovations in display and sensing. These include foldable displays, blood pressure monitoring patents, and advanced high-efficiency display technologies designed to enable video communication, gaming, and even medical-grade applications. However, the market's pace of innovation remains limited. Without breakthrough features, replacement demand is likely to continue weakening, leaving the smartwatch industry facing a potential growth bottleneck.

Key Highlights:

• Apple leads smartwatch development with AI-driven innovation focus.
• Uses long-term behavioral data and multi-sensor integration for a shift from basic tracking to health prediction and personalized recommendations.
• Hardware innovation centers on displays and sensing, including foldable screens, blood pressure monitoring patents, and high-efficiency technologies for communications, entertainment, and medical applications.
• Industry innovation pace is limited; lack of breakthrough features weakens replacement demand, risking a growth bottleneck.

SAMPLE VIEW

Table of Contents

1. Three New Apple Watch Models Launched - Significant Updates in Ultra 3 and SE 3

• Figure 1: Key Highlights of Apple Watch Ultra 3 Redesign

2. Apple Watch Software Development: Wearable Behavior Models Driving Long-Term Engagement

• Figure 2: Apple WBM Architecture and Training Workflow

3. Apple Watch Hardware Development: Foldable Displays and Built-In Cameras as Value Drivers

• Figure 3: Overview of Apple Foldable Display and Camera Patents

4. Strategic Positioning and Competitive Analysis

• Figure 4: Google SensorLM Operating Framework and Key Features

5. TRI's View