以O(shè)ura去年出貨量突破百萬為標(biāo)志，智能戒指賽道的魔力逐步顯現(xiàn)。
根據(jù)媒體報(bào)道，三星今年發(fā)布的智能戒指Galaxy Ring計(jì)劃于8月上市；蘋果頻頻申請關(guān)于智能戒指的專利，迄今已經(jīng)裝滿了一籮筐。不出意外的話，在這兩大全球消費(fèi)電子巨頭的引領(lǐng)下，歐洲和北美的市場需求有望率先被引爆。
不過較為尷尬的現(xiàn)狀是，歐美本土的智能戒指制造基本上為空白狀態(tài)。
潮電智庫從智能穿戴產(chǎn)業(yè)鏈了解到，雅為智能、魔樣科技、友宏科技等中國智能戒指集成商已經(jīng)布局歐美市場，力圖在風(fēng)口爆發(fā)前夕卡住有利身位。
其中，目前以雅為智能投入力度最大，出貨量也最多。據(jù)公司COO古華龍介紹，“今年2月至今，我們的智能戒指已經(jīng)成功出貨20多萬只，全年預(yù)定目標(biāo)超百萬級”。
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這樣的目標(biāo)，于產(chǎn)品形態(tài)、功能及場景應(yīng)用，以及整體出貨規(guī)模都尚處初級階段的智能戒指市場而言，需要的不只是對賽道的信心，自身還須具備足夠的產(chǎn)業(yè)實(shí)力。
在古華龍看來，成熟的制造工藝、充足的產(chǎn)能、穩(wěn)定的交付、專業(yè)的服務(wù)等綜合能力是雅為智能躍至戒指制造頭部的關(guān)鍵。
值得注意的是，由于雅為智能的智能戒指產(chǎn)品出貨價(jià)不到友商一半，某些規(guī)格甚至只有1/4，被部分企業(yè)玩家視為低價(jià)競爭。
但古華龍并不這么認(rèn)為。
“我們非?？春弥悄芙渲傅氖袌銮熬埃谛鹿δ苎邪l(fā)、開模、自動化產(chǎn)線、品控等各環(huán)節(jié)全力投入，追求的是長期主義。在產(chǎn)品業(yè)態(tài)發(fā)展初期，只有合適的、合理的定價(jià)才能讓更多的用戶來體驗(yàn)、把市場做大。”他解釋說，雅為智能戒指價(jià)格更具競爭優(yōu)勢的原因，得利于灌膠封裝等關(guān)鍵工序自動化生產(chǎn)使得我們的良率更高，產(chǎn)能更大。而且弧形電池等核心物料的自產(chǎn)，進(jìn)而能更高效的成本控制。
事實(shí)上，從智能手表、TWS耳機(jī)，乃至智能手機(jī)等已經(jīng)相對成熟的消費(fèi)電子產(chǎn)品發(fā)展路徑來看，前期無一不是以白牌或低價(jià)形式進(jìn)行用戶市場培育。
另一智能戒指廠商友宏科技，則在進(jìn)行AI與產(chǎn)品融合的路線嘗試。
在目前多種穿戴電子終端形態(tài)中，智能戒指與智能手表在功能與應(yīng)用場景方面最為接近，但由于戒指體積更小，沒有手表/手環(huán)的束縛感，不僅佩戴更為舒適，且非常適合交互設(shè)計(jì)。
對于研究健康及醫(yī)療級應(yīng)用的穿戴電子來說，智能戒指還有非常重要的一個(gè)優(yōu)點(diǎn)，即手指上的毛細(xì)血管更多，脈搏信號更強(qiáng)，比手腕上的監(jiān)測數(shù)據(jù)更為準(zhǔn)確可靠。
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因此，除了三星和蘋果，榮耀、華米、黑鯊等品牌終端也在積極布局智能戒指。潮電智庫認(rèn)為，一旦智能戒指出貨量邁入億量級，其他大廠必將快速跟進(jìn)。
公開數(shù)據(jù)顯示，智能戒指品類在2023年的全球市場規(guī)模達(dá)2.1億美元，同比增長16.7%，相比智能手表、TWS耳機(jī)和智能頭顯等其他穿戴電子品類，增長勢頭相當(dāng)強(qiáng)勁。
市場調(diào)研機(jī)構(gòu)指出，未來八年全球智能戒指市場復(fù)合年增長率將達(dá)24.1%，2032年至10億美元。其中歐美是需求重地，預(yù)計(jì)出貨占比超過七成。
據(jù)潮電智庫了解，由于地域文化區(qū)別，目前歐美用戶對于智能戒指存有NFC支付、智能交互、運(yùn)動監(jiān)測等共性需求。多家中國智能戒指制造商表示，在頭部品牌企業(yè)的引領(lǐng)下，智能戒指的各種場景應(yīng)用會逐步走向成熟并形成標(biāo)準(zhǔn)化。
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理性來看，作為智能穿戴的新品類，智能戒指市場目前總體處于起步階段，比如目前的算法基本都是采用平移智能手表的模式，專注智能戒指算法的公司還沒出現(xiàn)。
也正因?yàn)槿绱耍悄芙渲傅陌l(fā)展前景有著更多的可能性，可能會成為又一個(gè)“小產(chǎn)品打出大市場”的經(jīng)典之作。
但對于以雅為智能為代表的中國制造力量來說，他們的征途卻早已開始，而且正在以“求先求變”的創(chuàng)新精神，堅(jiān)定的走向遠(yuǎn)方的夢想。
China's Smart Ring Makers Expand to the US and Europe: Technical Challenges Overcome, Success Beckons
With Oura's shipment surpassing one million units last year, the allure of the smart ring sector is gradually emerging.
According to media reports, Samsung's Galaxy Ring is set to be released in August this year. Apple has also been filing numerous patents related to smart rings, filling an entire basket. It is expected that, under the leadership of these two global consumer electronics giants, the market demand in Europe and North America will be the first to be ignited.
However, the current situation is somewhat awkward as there is a near-blank state of smart ring manufacturing in Europe and North America.
From the smart wearable industry chain, Chaodian has learned that Chinese smart ring integrators such as YareWell Biotechnology, Moyoung Technology, and Youhong Medical have already laid out plans for the European and American markets, aiming to seize advantageous positions before the market boom.
Among them,YareWell Biotechnology has made the most significant investment and shipped the highest volume. According to COO Hualong Gu, "Since February this year, our smart rings have successfully shipped more than 200,000 units, with a target of over one million for the year."
Achieving such goals in the still nascent smart ring market requires not only confidence in the sector but also substantial industrial strength.
Hualong Gu believes that the key toYareWell Biotechnology's rise to the top in ring manufacturing lies in its comprehensive capabilities, including mature manufacturing processes, sufficient production capacity, stable delivery, and professional services.
It's worth noting thatYareWell Biotechnology's smart ring product shipment prices are less than half that of competitors, with some specifications being only a quarter of the price, leading some industry players to view this as low-price competition.
However, Hualong Gu disagrees with this perspective.
"We are very optimistic about the market prospects for smart rings. We invest heavily in new feature development, mold opening, automated production lines, and quality control, pursuing a long-term strategy. In the early stages of product form development, only appropriate and reasonable pricing can attract more users and expand the market," he explained. The competitive pricing of YareWell Biotechnology's rings is due to automated production in key processes like potting and encapsulation, which increases yield and capacity. Moreover, producing core materials like curved batteries in-house allows for more efficient cost control.
In fact, looking at the development paths of relatively mature consumer electronics products like smartwatches, TWS earphones, and even smartphones, the initial stages often involve white-label or low-price market cultivation.
Another smart ring manufacturer, Youhong Medical, is exploring the integration of AI with its products.
Among various wearable electronic terminal forms, smart rings and smartwatches have the closest functions and application scenarios. However, rings are smaller in size and do not have the constraints of watches or wristbands, making them more comfortable to wear and very suitable for interaction design.
For wearable electronics focused on health and medical applications, smart rings have a significant advantage: the abundance of capillaries on fingers provides stronger pulse signals, resulting in more accurate and reliable monitoring data compared to wrists.
Therefore, in addition to Samsung and Apple, brands like Honor, Huami, and Black Shark are also actively entering the smart ring market. Chaodian research believes that once smart ring shipments reach the hundreds of millions, other major manufacturers will quickly follow suit.
Public data shows that the global market for smart rings reached $210 million in 2023, a year-on-year increase of 16.7%. Compared to other wearable electronics categories such as smartwatches, TWS earphones, and smart headsets, the growth momentum is quite strong.
Market research institutions predict that the global smart ring market will grow at a compound annual growth rate of 24.1% over the next eight years, reaching $1 billion by 2032. Europe and North America are expected to be the major demand regions, accounting for over 70% of shipments.
According to Chaodian research, due to regional cultural differences, European and American users currently have common demands for NFC payment, smart interaction, and sports monitoring in smart rings. Several Chinese smart ring manufacturers have stated that under the guidance of leading brand companies, various application scenarios for smart rings will gradually mature and become standardized.
Rationally speaking, as a new category in smart wearables, the smart ring market is still in its early stages. For example, current algorithms are mostly adapted from smartwatches, and companies focused solely on smart ring algorithms have yet to emerge.
For this reason, the development prospects of smart rings hold more possibilities, potentially becoming another classic example of a "small product creating a big market."
For Chinese manufacturers like YareWell Biotechnology, their journey has already begun, driven by a spirit of innovation and determination to pursue distant dreams.
