可穿戴设备：移动的智能化生活

第1 章 前世今生，可穿戴设备一见倾心 ·································· 1 1.1 可穿戴设备是什么 ························································2 1.1.1 可穿戴设备的概念 ···············································2 1.1.2 可穿戴设备的特征 ···············································3 1.2 可穿戴设备的发展历程 ···················································5 1.2.1 雏形：20 世纪60~70 年代 ····································5 1.2.2 起步：20 世纪80 年代~ 20 世纪末 ·························6 1.2.3 发展：21 世纪初至今 ···········································8 1.3 可穿戴设备的发展趋势 ················································· 11 1.3.1　不断创新的移动互联网时代 ································· 11 1.3.2　健身设备将持续流行 ··········································12 1.3.3　更多形式和品牌将出现 ·······································13 1.3.4　设计更强调时尚性 ·············································13 1.3.5　物联网将与设备联动 ··········································14 1.3.6　设备的价格将会下降 ··········································15 1.4 可穿戴设备的机遇与挑战 ··············································15 1.4.1　国外的机遇与挑战 ·············································16 1.4.2　国内的机遇与挑战 ·············································18 第2 章 产业分析，处处皆有赚钱机会 ····································21 2.1 上游产业链：可穿戴设备的开始 ·····································22 2.1.1　传感器：产业链的点金石 ····································22 2.1.2　芯片：产业链的重要基石 ····································29 2.1.3　柔性组件：主流显示技术 ····································35 2.1.4　电池：可穿戴设备的原动力 ·································37 2.1.5　非晶态合金：坚硬的保护伞 ·································39 2.2 中游产业链：交互式解决方案 ········································41 可穿戴设备： 移动的智能化生活 2.2.1　电声行业：歌尔声学 ··········································42 2.2.2　DMS 服务：环旭电子 ·········································43 2.2.3　语音技术：科大讯飞 ··········································44 2.2.4　高新科技：数码视讯 ··········································45 2.2.5　麦克风技术：共达电声 ·······································47 2.2.6　无线通信：海能达 ·············································48 2.2.7　RFID 厂商：达华智能 ·········································49 2.3 下游产业链：终端设备厂商和渠道 ··································50 2.3.1　终端设备厂商：国外和国内公司 ···························50 2.3.2　3 大销售渠道：电商、自有、实体店 ······················54 第3 章 运动健身类，让生命更有活力 ····································58 3.1 运动健身类设备的市场分析 ···········································59 3.1.1　运动健身类设备的主要现状 ·································59 3.1.2　运动健身类设备的两大应用 ·································60 3.1.3　运动健身类设备的3 大缺陷 ·································60 3.2 运动健身类产品代表——国外篇 ·····································61 3.2.1　Jawbone UP24 ·················································61 3.2.2　Garmin Vivofit ···················································65 3.2.3　Misfit Shine ······················································66 3.2.4　Withings Pulse O2 ·············································68 3.2.5　Nike Fuelband SE ·············································70 3.2.6　Fitbit 系列产品 ··················································72 3.2.7　Basis Carbon Steel ············································78 3.2.8 三星Gear Fit ····················································80 3.2.9　Ralph Lauren 智能T 恤衫 ···································81 3.2.10 Athos 智能运动衣 ············································82 3.2.11 NuMetrex 智能运动内衣 ····································83 3.2.12 Sensoria 智能袜子 ··········································83 3.2.13 LifeBeam 智能自行车头盔 ·································84 3.2.14　Arcus Motion 智能指环 ·····································85 Ⅳ CONTENTS 目录 3.3 运动健身类产品代表——国内篇 ·····································87 3.3.1　咕咚手环 ·························································87 3.3.2　华为TalkBand B1 ··············································89 3.3.3　小米手环 ·························································91 3.3.4　滕海体记忆手环 ················································95 3.3.5　广百思K1 ························································98 3.3.6　HTC 智能手环Grip ············································99 3.3.7　维锐Fineck 颈环 ············································· 102 第4 章 医疗保健类，让健康如影随形 ·································· 105 4.1 移动医疗：打造无边界医疗服务 ··································· 106 4.1.1　市场分析：移动医疗发展趋势预测分析 ················ 106 4.1.2　需求分析：人们对健康的关注度越来越高 ············· 108 4.1.3　供应链分析：高新科技加云技术的结合 ·················111 4.1.4　阻碍分析：移动医疗各方面都不够成熟 ················ 112 4.2 国外：踏上探索大数据医疗之路 ··································· 113 4.2.1　移动医疗的6 大商业模式 ·································· 114 4.2.2　移动医疗各类可穿戴设备 ·································· 132 4.3 国内：一片亟待开采的广阔市场 ··································· 138 4.3.1　移动医疗的市场规模 ········································ 138 4.3.2　移动医疗的5 大盈利模式 ·································· 139 4.3.3 移动医疗的主要产品 ········································ 142 4.3.4　我国移动医疗的阻碍 ········································ 149 4.4 未来：可穿戴设备开启“智慧健康梦” ·························· 150 4.4.1　可穿戴设备与APP、云服务结合 ························· 151 4.4.2　可穿戴设备需顺从用户穿戴习惯 ························· 151 4.4.3　数据挖掘是医疗设备云服务核心 ························· 152 第5 章 社交娱乐类，让生活更加精彩 ·································· 153 5.1 新机遇：可穿戴设备的大社交时代 ································ 154 5.1.1　市场分析：潜力无限的社交网络 ························· 154 Ⅴ 可穿戴设备： 移动的智能化生活 5.1.2　问题分析：社交化发展的5 大阻力 ······················ 155 5.2 智能眼镜：进一步定义用户交互方式 ····························· 157 5.2.1　谷歌眼镜 ······················································· 157 5.2.2　Vuzix M100 ···················································· 164 5.2.3　Telepathy One ················································ 164 5.2.4　SanDi Glass ··················································· 165 5.3　智能手表：手腕上的智慧时尚新生活 ····························· 166 5.3.1　Pebble Steel ·················································· 166 5.3.2　三星Galaxy Gear ············································ 167 5.3.3　Smart Watch3 ················································ 167 5.3.4　inWatch ························································· 168 5.4 多种结合方式：更好地完善社交生态圈 ·························· 170 5.4.1　穿戴社交游戏：新我Betwine ····························· 170 5.4.2　社交牛仔裤：Social Denim ································ 172 5.4.3　友谊手镯：Mnemo ·········································· 172 5.4.4　情侣手环：Miss U ··········································· 173 5.4.5　导航鞋：Lechal··············································· 174 第6 章 宠物类穿戴，不可小觑的市场 ·································· 175 6.1 宠物类可穿戴设备市场分析 ········································· 176 6.1.1 市场：需求大而产品少 ····································· 176 6.1.2 技术：无壁垒且易实现 ····································· 177 6.1.3 厂商：“曲线”占领市场 ·································· 177 6.2 宠物类可穿戴设备类型 ··············································· 177 6.2.1 跟踪宠物们的健康 ··········································· 177 6.2.2 帮助用户看护宠物 ··········································· 193 6.2.3 与宠物进行互动 ·············································· 200 6.2.4 宠物也可以社交 ·············································· 202 6.3 国内宠物可穿戴设备市场情况分析 ································ 205 6.3.1 商机：宠物市场不可小觑 ·································· 205 Ⅵ CONTENTS 目录 6.3.2 创业：看准方向不可心急 ·································· 206 第7 章 安全保护类，儿童、老年人好时尚 ···························· 208 7.1 儿童可穿戴设备市场分析 ············································ 209 7.1.1 市场预测 ······················································· 209 7.1.2 存在的问题 ···················································· 210 7.1.3 适用于儿童的可穿戴设备设计 ···························· 213 7.2 儿童安全保护类可穿戴设备 ········································· 214 7.2.1 KidiZoom：世界第一款儿童智能手表 ··················· 214 7.2.2 LG KizON：追踪你家孩子的实时位置 ·················· 215 7.2.3 FiLIP：智能手表形状的“儿童手机” ·················· 217 7.2.4 Tinitell：宝宝专用的智能手表 ····························· 218 7.2.5 Sproutling：室内感应器+ 脚环+APP ·················· 219 7.2.6 Meet Owlet：用智能“神器”守护儿童安全 ·········· 220 7.2.7 360 儿童卫士2：定位十分精准的儿童手表 ··········· 220 7.2.8 腾讯儿童管家手环：微信也能看孩子 ··················· 222 7.2.9 糖猫儿童智能手表：把爱戴在手上 ······················ 224 7.2.10 邦邦熊：首款零资费儿童定位手表 ····················· 227 7.3 老年人可穿戴设备市场分析 ········································· 228 7.3.1 老年用户群体分析 ··········································· 229 7.3.2 适合老人的可穿戴设备设计 ······························· 231 7.4 老年人安全保护类可穿戴设备 ······································ 232 7.4.1 Tempo：记录老年人的日常生活 ························· 232 7.4.2 Ever There：可穿戴式医疗报警装置 ···················· 232 7.4.3　CMA800BK：老年痴呆症的看护者 ······················ 233 7.4.4 Aetrex Navistar：化定位设备于无形 ···················· 234 7.4.5 Active Protective：可穿戴的安全气囊 ·················· 235 第8 章 可穿戴设备在新领域的应用（上） ···························· 237 8.1 可穿戴设备与时尚碰撞 ··············································· 238 8.1.1 可穿戴将与时尚行业融为一体 ···························· 238 Ⅶ 可穿戴设备： 移动的智能化生活 8.1.2 可穿戴时尚产品 ·············································· 239 8.2 可穿戴设备与汽车结合 ··············································· 246 8.2.1 汽车行业状况 ················································· 246 8.2.2 可穿戴设备与汽车联合的应用 ···························· 250 8.3 智能家居市场分析 ····················································· 256 8.3.1　国外智能家居市场发展现状 ······························· 256 8.3.2 国内智能家居市场发展现状 ······························· 260 8.3.3 智能家居产业发展瓶颈 ····································· 262 8.3.4 智能家居普及应用对策 ····································· 264 8.3.5 智能家居主要应用领域 ····································· 266 第9 章 可穿戴设备在新领域的应用（下） ···························· 273 9.1 可穿戴设备与职场应用 ··············································· 274 9.1.1 可穿戴设备的职场应用市场情况 ························· 274 9.1.2　可穿戴设备在职场应用中的功能 ························· 275 9.1.3 可穿戴设备的职场应用 ····································· 276 9.2 可穿戴设备与移动支付 ··············································· 280 9.2.1 移动支付的发展情况 ········································ 280 9.2.2 可穿戴支付产品 ·············································· 282 9.3 可穿戴设备与广告行业 ··············································· 287 9.3.1 可穿戴设备作为广告传播媒介的优势 ··················· 288 9.3.2 可穿戴设备广告的挑战 ····································· 289 9.3.3 可穿戴设备的广告产品 ····································· 290 9.4 可穿戴设备的减肥市场 ··············································· 291 9.4.1 减肥市场基本情况 ··········································· 291 9.4.2 减肥可穿戴设备产品 ········································ 292 第10 章 破冰突围，新的投资机会 ······································· 296 10.1 可穿戴设备发展一览 ················································ 297 Ⅷ CONTENTS 目录 10.2 投资环境分析 ························································· 300 10.2.1 宏观经济运行环境分析 ·································· 300 10.2.2 国内经济运行环境的利弊分析 ························· 304 10.3 政策法规分析 ························································· 308 10.3.1 可穿戴设备相关的产业政策 ···························· 308 10.3.2 相关产业政策影响 ········································ 310 10.4 可穿戴设备产业投资概况 ·········································· 311 10.4.1 可穿戴技术投资年度变化趋势 ························· 311 10.4.2 可穿戴设备及其生态系统的成长 ······················ 314 10.4.3 配套技术为可穿戴设备提供有力支撑 ················ 319 10.5 可穿戴设备及配套技术投资案例 ································· 323 10.5.1　Jawbone ···················································· 323 10.5.2 Oculus VR ·················································· 323 10.5.3 Leap Motion ················································ 324 10.5.4 Pebble Technology ······································· 324 10.5.5 Zepp ························································· 325 10.5.6 Thalmic Labs ·············································· 325 10.5.7 Revision Military ·········································· 326 10.5.8 InteraXon ··················································· 327 10.5.9 Novasentis ················································· 327 10.5.10 Filip Technologies ······································· 328 10.5.11　南京物联 ··················································· 328 10.5.12 云知声 ····················································· 329 10.5.13 咕咚网 ····················································· 329 10.5.14 九安医疗 ·················································· 330 10.5.15 蚁视科技 ·················································· 331 10.5.16 乐源数字 ·················································· 331