The winner takes all.
Huang Wang, the founder of Huami Technology in 2018, said: “There may be only two wearable companies in the world in the future, one is Apple and the other is us. The remaining middle tiers are actually very uncomfortable. Apple relies on Brands, we rely on the control of technology and cost supply chain. There are still some technologies inferior to us and brands inferior to Apple. Such manufacturers will be pinched in the middle. So it becomes polarized, and the middle share Very few. “
But at the Huami conference in mid-2019, the data released by Huami shows that even in the Chinese market, Huami is only the second, but the first is not Apple but Huawei, and its share exceeds 24.5. %.
We refer to the data of another IDC in the third quarter of 2019. It can be seen that although Xiaomi occupies the first place with 25% market share in the wearable market, in fact, Xiaomi’s market share was as high as 25.4% in 2018. . Huawei has the second market share of 20.7%, but Huawei’s market share in the third quarter of 2018 was only 10.7%. Under the trend that can be observed visually, Huawei’s first place in the wearable market in 2020 can be said to be within reach.
In fact, Huawei released its first watch including WATCH in October 2018, and launched a 1 + 8 + N strategy by mid-2019. From this perspective, the market is concentrating much faster than expected.
(HUAWEI WATCH GT) And the United States, give up the positive market, and think of ways from some live broadcasts and other channels. Now that the bosses have come to grab your market, then you can only grab the cottage market, and then you will be embarrassed and motivated. Look after 5G broke Is there a new opportunity to stand up? Wasn’t Xiaomi so successful before?