Smart wear should cool down: not Consumer electronics Savior

Under the shadow of a 10% drop in PC sales and a shrinking number of increasingly hot smart watches, companies in the traditional PC industry, including Intel, Microsoft, Dell and Samsung, have said they will vigorously develop smart-dress businesses. Although unusually hot, but smart wear at this stage is still difficult to become the savior of consumer electronics enterprises. Whether smart watch or hand ring, glasses, smart wear is still in the early stages of development, and can not be calculated, the profit is difficult to estimate the characteristics of the PC is determined by the vacancy, smart wear to fill. Domestic and foreign manufacturers to step up the layout to send and receive mail, can take pictures of glasses, watch the human body indicators of bracelets, Internet watches, science and technology giants began the battle of the beaches. It is reported that 2014 Global Smart watch shipments will reach 5 million yuan, but in fact 2013 years now passed half, the main manufacturers have not produced a piece. The world's most active smart wear is Apple, Microsoft, Samsung, Google and other big shots. Apple CEO Cook believes the smart devices that can be worn are starting to enter the field of vision, an opportunity for development, and that Apple began registering a large area of iwatch trademarks. Microsoft began to test the smart watch project, Samsung began to open smart wear strategy, and Google is from the optical device to start the market. and domestic involvement to smart dress is not the traditional big hardware companies. Baidu, Shell and other Internet enterprises become a smart device of the taste. Even, based on the concept of smart wear concepts, mainly concentrated in hardware, chip packaging, smart voice and other fields, they appear in a a-share trend. It should be noted, however, that most of these smart-wear concepts are not products, and the so-called concept stocks are either not saturated or have just been invested in production lines. Size and profit hard to save consumer electronics according to IMS Research, the global market for wearable computing equipment will reach $6 billion trillion by 2016. The PC market, however, still has a size of 200 billion dollars, and if the 10% slide is counted, it's still hard to add to the smart-wear device. There are two ways to add to the slide in PC, one is to make the phone into a computer, and the tablet into the smart end market, and the other is to do enterprise-class IT solutions, server and other more professional products. Smartphone growth is slowing as most of the transition companies are not enjoying the fruits of smartphones. UBS analysis, the U.S. user Switching speed began to slow, more than 450 U.S. dollars of smartphones will be quickly reduced, and the future major incremental price is concentrated at around 200 U.S. dollars. Imagine that there is no profit to be seen before the transition begins, and that consumer electronics companies are still having trouble upgrading their businesses. Another pot of cold water comes from profit. The reason the PC is not attractive is because of the low profit of the mature industry, or HP will not put the first PC share but want to split. The smart-wearing industry's profit margins are also hard to get too high. From the function of the equipment, smart wear hardware lower cost, and software part of the relatively limited function, in the whole industry research and development, the single enterprise is difficult to obtainProfit margin above the market average. The inability to be a computing center is a mishap. Starting in 2012, IDC no longer values the PC industry rankings, but adds smartphones, tablets and PCs together to enable a ranking called Smart terminals. In this list, Apple and Samsung all have more than 20% of the share of one or two, Lenovo to 6% of the proportion ranked third. This ranking is hard to add to smart wear devices. Because most of the current smart wear products do not have too much computing power, and more is a terminal interface, the main role is to collect and display data. Whether it's a PC or a smartphone or a tablet, the concept of a future personal computing center will be a necessity, and the core reason for wearing the inability to save a PC is that it can't be a computing center in the short term. A lot of the securities market began to use smart wear to recommend a-shares, but the lack of products will not have a short-term high profits of the industry need a little cold water to calm down.