Smart watch industry chain analysis

The upstream of the smart watch industry chain is hardware and software, mainly including the main control chip, display screen, touch screen, sensor, battery, watch band/body, operating system and intelligent voice. The middle part of the industrial chain is the manufacturing of products, mainly including children's smartwatches, adult smartwatches, and elderly smartwatches. Downstream includes online and offline sales channels and consumers.

(1) Main control chip Main control chip is the core component of smart watch, the current mainstream smart watch mainly uses Bluetooth SoC+MCU+ multiple ics (screen driver, power management, radio frequency, etc.) multi-chip solution. The comprehensive competitiveness of the global smartwatch master control chip manufacturers in 2023 has been disclosed to the public, and the top ten enterprises in terms of shipments are Apple, Realtek, Huiding, Unigungrui, Nordic, Samsung, Ambiq, Huawei Kirin, Angrui Micro and Qualcomm.

(2) The largest proportion of the entire structure of the smart watch is the display screen, AMOLED screen through the packaging process and updated backplane technology, can increase the proportion of the screen, make the entire product thinner and lighter, which has become an important factor to improve the appearance of the smart watch screen. At the same time, narrow border, ultra-thin, high screen proportion has become the mainstream development trend of smart watch display.

(3) Sensor Smart watch sensor refers to a device or device that can feel the specified measured and convert it into a usable signal according to a certain law.