Wearables Week in Review
The week when:
- One last Pixel Watch hint
- The button is back
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The week when:
- One last Pixel Watch hint
- The button is back
The week when:
- Fitbit goes for the heart
- Apple goes for body
- Meta goes for the eye
The week when:
- The long kiss goodnight
- Pixel Watch delay rumor
- Don’t stress it
As discussed in the Ownership Report, ownership of smartwatches has remained flat, at roughly 30% for the past year or so, despite reasonably healthy sales of devices (replacement devices are driving sales). The key issue, we suspect, is that the smartwatch has become synonymous with fitness to many consumers and that has limited the desire and inclination to purchase one for less active consumers.
The Wearables Profile Report provides a side-by-side view of different consumer profiles, offering an easy way to view differences among the consumer base. The report leverages the same data as the Ownership and Usage reports.
This latest version of the report has been expanded to provide information on third party apps that consumers may use on their smartwatches.
Despite a solid sales cycle over the holiday period – with Q4 2021 sales up 22% compared to the previous year – smartwatch ownership remains relatively flat at 31% of the consumer base. In other words, most new sales are coming from existing owners upgrading, in additional to just enough new consumers to balance out any possible churn in the segment. Is this due to smartwatches now being a mature segment that is possibly capped out of future growth? We do not believe so. Rather, we see two core challenges for the industry.
The week when:
- Showing your colors
- OnePlus to try again?
The week when:
- First Pixel Watch Rumor (of the month)
- Too hot to handle?
The week when:
- TAG Heuer launches new smartwatch
- No more charging?
The week when:
- Withings Buys Fitness App 8fit
- Not a Tracker, But A Peloton HR Band