wearable devices
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Wearable Devices – An industrial Overview
Reiser Wang
Chrome iCloud AWS Google
Youtube
Ne?lix Facebook
Two Big TransformaFons of Personal CompuFng Are Underway
2
From PC-only to multiple personal device types
From device-centric to service/content-centric
Personalization Android iOS Windows
WinRT Windows Phone
Emerging DisrupFve Technologies
Wrist-‐wear
Body-‐wear
Foot-‐wear
Eye-‐wear
neck-‐wear
Product
Technology
Wearable Technology Is On Track To Become A $50 Billion Market
• Credit Suisse: – Wearable tech is already a $3-‐ to $5 billion market today. – The health and fitness market is about $2-‐ to $3 billion. – In the next two to three years, it could skyrocket to $30-‐ to $50 billion. – There are more than 250 million installed mobile operaFng systems that can support
wearable technology. – An iWatch could generate $10 billion a year in revenue with an EPS of $3.30. There are
currently only nine smartwatches available today. – Watches are a $56 billion market. – Regarding retail impact, Nike, Adidas, and Under Armour have best leveraged wearables to
enhance the fitness experience and efficacy of their products. – By 2020, ba[eries are expected to be 2.2x more powerful.
• IMS Research predicts – wearable device sales will climb from 14 million devices sold in 2011 to 170 million in 2016.
Wearable Devices
Market ObservaFons
• Interoperability is the trend in smartphone’s post peak-‐growing phase, where wearable devices may play a role being the most inFmate mobile devices for end users
• Maturing technologies in SoC power efficiency, communicaFons (Bluetooth LE, NFC, etc), sensors, displays enables the development of wearable devices.
• Key categories – acFvity trackers (96%), smart watch (3%), smart glasses (<1%)
• SFll in early user adopFon phase, to be expedited with more applicaFons and new categories.
TECHNOLOGIES ARE ENABLING INTEROPERABILITY OF MOBILE DEVICES
Internet Services & Contents
Industry-‐ Small Companies Lead, Pla?orms Follow
• Small, privately-‐owned companies lead in innovaFon • Lark Technologies, Jawbone, BodyMedia, FitBit, Lively, Nest
• Larger companies are increasing investment • Nike, Under Armor, Sony, Ford, Progressive, Qualcomm, Philips
• The big consumer pla?orms will all play a role • Apple, Google Android, Windows Phone/RT, Facebook
Personal Fitness Devices
• STMicroelectronics 32L151C6 Ultra Low Power ARM Cortex M3 Microcontroller • Nordic Semiconductor nRF8001 Bluetooth Low Energy ConnecFvity IC • Charger IC: TI BQ24040
NIKE+ FUELBAND
h[p://www.chipworks.com/en/technical-‐compeFFve-‐analysis/resources/blog/inside-‐the-‐nike-‐fuelband-‐nike-‐chip-‐inside/
Chips cataloged: • Spansion S25FL032PIF Flash • STMicroelectronics C3H Accelerometer • Texas Instruments TXB0108ZXY Power Supply
and Device Controller • Texas Instruments TPS78218 Voltage
Regulator • Texas Instruments CC2564-‐TIWI-‐UB2
Bluetooth • Texas Instruments MSP430F5328IZQE
Microcontroller • STMicroelectronics-‐STM32L151QCH6
Microcontrollers • Nike BRS11 • Nike WM0105-‐001_LED1 • Texas Instruments BQ24040 Li-‐lon
Management
STM32L15xxC incorporates the connecFvity power of the universal serial bus (USB) with the high-‐performance ARM Cortex -‐M3 32-‐bit RISC core operaFng at a 32 MHz frequency, a memory protecFon unit (MPU),
FITBIT FLEX
Texas Instruments CC2540F128 2.4 GHz Bluetooth Low Energy SoC
h[p://www.ifixit.com/Teardown/Fitbit+Flex+Teardown/16050/1
Google Glass
HTTP://WWW.NASDAQ.COM/ARTICLE/BREAKING-‐GOOGLE-‐GLASS-‐INTO-‐PIECES-‐THE-‐COSTS-‐OF-‐PRODUCTION-‐AND-‐LIKELY-‐RETAIL-‐PRICE-‐CM269835
h[p://www.electronicproducts.com/Computer_Peripherals/CommunicaFon_Peripherals/How_Google_Glass_works.aspx