B[IDC: Global wrist-worn device market shipments in the second quarter were 48.01 million units, down 4.3% year-on-year] September 9, according to the latest "Global Wearable Devices Market Quarterly Tracking Report" released by International Data Corporation (IDC), the global wrist-worn device market shipments in the second quarter of 2026 were 48.01 million units, down 4.3% year-on-year. In the second quarter of 2026 and even the second half of 2026, the growth of the wrist-worn device market will still be under pressure. The three growth engines that have driven the rapid expansion of the industry in the past few years - first-time purchase bonuses for new users, replacement cycles driven by product iterations, and market expansion brought about by price sinking - have all entered a stage of slowdown. The industry is currently seeking breakthroughs in two major directions: First, relying on the blessing of end-side AI computing power to strengthen the device's real-time perception and active decision-making capabilities, and promote the upgrade of smart watches into intelligent hubs for personal health management. However, the commercial value of this set of health scenarios still needs to be further verified. The implementation of diversified physical sign monitoring functions such as blood sugar is expected to continue to stimulate actual user demand. Second, the industry continues to innovate in touchless interactions and product forms, minimizing the physical presence of wearable devices and instead relying on the value of continuously output data to build user stickiness. Taken together, the core logic of the next stage of market competition will be based on the comprehensive reconstruction of product value.
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