What is a wearable device?
Need to understand the nature of demand
The wearable device is not only a hardware device, but also implements powerful functions through software support, data interaction, and cloud interaction. The wearable device will bring about a great change in our life and perception.
purpose:
1) Extension of human capabilities
2) Better perception and experience
Second, wearable devices are people's internal and external information exchange platform
Extract vital signs information (extract information? To whom?)
Perceive the information of the outside world, the perception of the body (the perception of the eyes, ears, skin, etc.)
Perceive external world information, non-body perception (information processing and transmission)
Control the external world (such as controlling smart home, etc.)
Third, the current bottleneck
1) Bottlenecks in thinking and cognition
What kind of function and content, in what form and product form, is the most demanding point for the user (whether the user needs social, entertainment, health monitoring, industrial application or other, where is the best experience)? For watches, is the relationship with mobile phones independent or subordinate? What functions do you add or add or subtract?
2) Technical bottlenecks
Problems such as power consumption, accuracy, life time, area, etc.
3) The bottleneck of the industry chain
The long industrial chain requires head companies to pull up the entire industrial chain
IV. Design Considerations and Major Challenges
Size (very important, most wearables are light, and they are getting smaller and smaller)
• Smaller package
• Lighter materials
• Adopt advanced packaging technology to increase integration
• Hope that the fewer external components, the better
Ultra low power consumption
• Power consumption is critical to the user experience, the lower the better
• Limited battery size due to system size
• Low quiescent current chip facilitates low power consumption and extended standby time
• Wearable devices usually require low-power MCUs
• Wearable devices require low power connection technology
Ergonomic design
• Easy to use
• Prevent misoperation design
• Highly reliable, highly sensitive sensor design
High reliability
• Adapt to various environments
• Good mechanical design to prevent equipment damage
• Sometimes the equipment needs to be waterproof
Sensor Technology
• Multi-sensor fusion
• Choose sensor materials with good biocompatibility
• High sensitivity at low power
Connection technology
• Need low-power Bluetooth, WIFI connection to access other smart devices
• Data synchronization and application auto-upgrade
Features
• Realize the most needed functions at the lowest cost
• The overall function of cloud management
V. Overall industry structure
Bracelet products have a single function, with most of the millet bracelet shipments, but sales growth has declined. From millet bracelet 1 to the upcoming launch of millet bracelet 3, it has been adding functionality.
In terms of smart watches, shipments of giants such as Apple, Samsung, and Garmin have shown an overall growth. The Chinese market has led the world with a growth rate of more than 30%. There are not a few who have annual shipments in the tens of millions.
AR/VR, Microsoft Hololens, HTC vive, Facebook VR, Google Glasses/VR Daydream, etc. are working hard to improve the ecosystem.
Other categories, including children's watches, elderly watches, medical-grade wearables, and professional sports wearables, are relatively subdivided.
Sixth, the project's investment principles - the pursuit of the sub-sectors, the most investment value point
The grasp of market space and future growth
Markets with large space and giant control, investing in upstream companies (see mobile phones)
Different areas have different dimensions of investment logic (product maturity, market space, future growth, industrial chain, and competitive landscape)
Different types of entrepreneurship may have different energy density requirements for the team
Through the understanding of applications and requirements, the possibility of reversing the pattern of product and service, market, and industry competition
Investment in the future of the industry's companies
VII. Investment Opportunities
1) Sports Bracelet Watch
Downstream brand manufacturers have the greatest right to speak and have a market space of 10 million.
Refer to mobile phone investment logic.
Priority invests upstream sensor manufacturers, especially smart sensors, with algorithms (including deep learning), local or cloud processing (self-compensation and self-diagnostic functions, information storage and memory functions, self-learning and adaptive functions): such as optoelectronics, pressure , temperature sensors, etc.
Wearable area communication/interactive technology (lower power consumption, smaller area): 802.11ab, eSIM technology, NB-IoT, millimeter wave, voice, etc.
Do not cast: terminal products; master chip, because the industry chain is too long, as the platform-level master chip, the cost of creating and maintaining the ecology is too high;
Miniaturization technologies, including SIP-level encapsulation, depend on the complexity of downstream integration. Too complex integration is more suitable for downstream brand manufacturers.
Miniaturization (core elements: fast, cheap, satisfying requirements)
• The boundaries between PCB, package test and wafer fabrication will be blurred
• Substrate-Like PCB (SLP), mSAP
• Package SIP, FOWLP, MCeP
• Miniaturization of RF, connectors, etc. (FPC, etc.)
2)VR
The focus of VR is still the immersive experience. The current large companies are actively catalyzing the ecology, including offline education, education, social networking, gaming and entertainment. However, the biggest problem at present is the lack of the most effective application, so that consumers really recognize.
Investment direction: The direction of gaming and entertainment, or the best value of VR, software for this purpose (If VR can get up, this one is indispensable). (Now the Unity, unreal, etc. occupy the mainstream in the engine, but in fact more can be done, including the engine and the above middleware, a variety of interactive technologies, etc., closer to the actual application, of course, may begin in the form of the project)
3)AR
The characteristics of AR are the enhancement of information in the real world, so the areas that are destined to penetrate are diversified.
The sense of immersion is not as good as VR. Apart from mobile phone AR, the others are relatively scattered and the attention of giants is limited. So bring opportunities for startups.
But the bottleneck is also here: 1) Combine with the real world, make the processing of information more complicated; 2) Decentralization, unable to bring about the emergence of strong products. 3) AR is often only a part of the entire real system and cannot form a closed loop. As for industrial AR applications, although the AR technology is simplified, the entire system AR is only a small part.
For specific scenarios of AR, companies that prefer to provide solutions for the entire system can establish closed loops (refer to PTC's acquisition of Vuforia)
However, there are actually opportunities in the entire upstream and downstream industry chain of AR, depending on how much the value of this point can be enlarged to the current and future industrial chain.
4) Segmentation
Give priority to projects that are closely related to data.
Can be cast a variety of combinations of products into a system solution project. However, the requirements of the team are higher, and the transaction structure of the entire business model is more complex. Compared with the upstream startup companies, they need higher energy density and higher dimensions, sales ability, management ability, strategic capability, and endogenous development. The new core competitiveness of technology, wearable products is only a small part, such as community pension and other industries (refer to the development history of Haikang, Dahua, etc.)
For projects that have a high penetration rate in the industrial chain, the functions of products and services are not necessarily more, but they require specialization. Big and all are big companies that need the catalysis of the entire ecosystem.
For projects of the order of several million, you can invest in end-product-type projects, or even professional platform-based SoC chips and system-level solutions.
Professional sports and medical care are important directions for wearable devices. Focus on multi-sensor fusion, sensors to multi-parameter, intelligent, miniaturized, low power consumption.
Benefits of Privacy Screen Protectors
As a personal item, a mobile phone will always contain all kinds of private information and secrets. Therefore, when many people use their mobile phones in public places, they are worried that their screen content will be seen by the people next to them. Especially when you use your mobile phone to enter various passwords, it is very dangerous if you are targeted by malicious people.
In order to prevent private information and confidential documents from being peeped, Privacy Screen Protector came into being. As the name suggests, it is a Mobile Phone Screen Protector, which can prevent others from prying on the screen and protect personal privacy. When you install a Privacy Screen Protector on your phone, people around you won't be able to see what's on your screen.
The Anti-Spy Screen Protector uses patented ultra-fine louver optical technology, so that the information on the screen is displayed on the front for the user to read. The viewable area is 60 degrees. Anyone can only see the dark picture on both sides. And the anti-blue light effect of the Privacy Screen Protective Film, the blue light blocking rate is about 10%-30%, and the mobile phone with the Privacy Film will automatically darken to reduce some glare. Therefore, normal use will not hurt the eyes, but will play a protective role. Anti-peeping Screen Protector effectively protect business secrets and personal privacy. Whether it is work, study, communication or entertainment, it makes the use of computers and mobile phones more free. Help the company's senior business personnel, lawyers, consultants, financial personnel, etc. to avoid screen information leakage when using mobile phones.
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