Smart wearable devices will gradually become popular in people's daily lives in the next few years, and explosive growth is expected in 2014.
The concentrated listing of popular products such as Google Glass, Samsung GalaxyGear series smart watches, and fitness equipment FitBit has affected or will affect people's lives.
A research report from the Swedish telecommunications market shows that by 2017, wearable device companies on the market will launch more than 64 million wearable technology devices, including 35 million smart watches.
It is reported that the British Juniper Research analyst NiTIn Bhas predicts that 2014 will be a watershed year for wearable products, and the market performance of this year will have a turning point.
Although the market for smart wearable devices continues to grow, it will take a lot of effort to become a mainstream market like the current smart phones. According to Stamford, an analyst at research firm Gartner, global smartphone sales will reach 1 billion units this year.
In addition, Apple (NASDAQ: AAPL), the world's highest market value technology company, is currently redesigning the SIM card slot to meet the needs of future wearable products.
On October 10th, the US Patent & Trademark Office (US Patent & Trademark Office) published an Apple patent application, titled "System and method for ejecting removable modules from electronic devices."
In addition to ingenious design, it is more important to reveal Apple's next step in development. The company's smart wearable device is likely to be the main beneficiary of this new invention.
Related topics: Smart wearable main chip and related component circuit manufacturers analysis
Wearable chips:
Beijing Junzheng (300223): The company's AP chip products have very obvious power consumption advantages, and its low power consumption advantages are more prominent in the field of smart watches. The super chip performance of JZ4775 can not only bring high-speed computing effects and better user experience Compared with similar products, its cost performance is also higher. The 2013 Interim Report disclosed that the company completed the design of smart watch hardware products based on new products and the design of Android 4.1, and the smart watch solution is basically mature.
Zhongying Electronics (300327): The IC products designed and sold by the company are mainly MCUs. In July 2013, the company confirmed through the interactive easy platform that the company's electronic chip has been applied to some wearable products and already has power lithium battery BMS technology.
MEMS sensor:
Suzhou Good Tech (002079): The 2013 Interim Report disclosed that the company's three-axis acceleration sensor has entered the pilot stage. The yield rate is increased by more than 20%, and large-scale production can be formed before the end of the year. At the same time, MEMS products for wearable devices are being fully developed.
Hanwei Electronics (300007): The company currently focuses on the development and production of gas sensors, as well as flow, pressure, and humidity sensors. In August 2013, the company stated that the application of the company's sensor technology in the direction of wearable devices is still in the preliminary research stage.
Silan Micro (600460): In the first half of 2013, its subsidiary Silan Microelectronics researched and developed IGBTs, MEMS sensors, new-generation LED large display control and drive systems and circuits, digital audio and video chips and systems, etc. All have made good progress.
Aerospace Electric (002025): The company stated on the interactive platform that this year the company's micro motor business has a certain increase compared with the same period last year. The company's MEMS sensor products are currently available in small quantities.
Flexible circuit:
Zhongjing Electronics (002579): In July 2013, the company plans to invest 280 million yuan in the construction of a printed circuit board (FPCB) industry project, which will realize an annual FPCB of 360,000 square meters. The main products of the project are capacitive PCBs, cameras, FPCB for LCD modules, etc., which are mainly used in the fields of tablet computers and smart phones.
Danbang Technology (002618) focuses on the flexible interconnection and packaging business of microelectronics. It is one of the very few companies in the global industrial chain covering substrates, substrates and chip packaging, forming flexible packaging from FCCL → FPC, FCCL → COF Substrate → complete industrial chain of COF products. The company has become China's largest COF flexible packaging substrate manufacturer in the past two years.
Derun Electronics (002055) 's flexible circuit board can be applied to wearable equipment. In July 2013, the company purchased 70% equity of Hualin Technology for 112 million yuan. Hualin Technology is mainly engaged in the design, manufacturing and sales of flexible printed circuit boards (FPC), soft and hard board and SMT supporting assembly business, and its technical strength is in the leading position in the industry.
Chaohua Technology (002288) In June 2013, the company transferred 100% equity of Meizhou Taihua for 30 million yuan. In addition to manufacturing double-sided and multilayer circuit boards, the company's business scope also produces flexible circuit boards.
Shanghai Xinyang (300236): It was stated on the interactive platform that wafer TSV TSV manufacturing technology is the core technology of many application information technology products including smart wearable electronic products in the future, and it does have opportunities for explosive growth. The company has long been aware of this market development trend, and has established research and development of TSV technology products many years ago. Now it has reached the international leading level and is being promoted and applied to the market.
Wearable device:
Fenda Technology (002681): In June 2013, the company and Yuantai Technology released the smart watch Smart watch. The company is mainly responsible for the software / hardware design of related parts of smart watches, radio frequency and development of mobile phone apps, and precision manufacturing.
Jiu'an Medical (002432): In the first half of 2013, the wearable watch pedometer developed by the company was put into the European and American markets. This product can only be worn on the wrist to estimate the user's calories consumed during exercise and sleep quality. Apply relevant test data to health management and weight loss. In August 2013, the company's first iHealth wearable health smart watch AM3 was officially released in China.
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