2022年8月外文研究報告fitbit

COMPANIES

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PRODUCTSFitbitCHAPTER

01OverviewWearablesunitshipmentsworldwidefrom2014to2021(inmillions)Totalwearabledeviceunitshipmentsworldwide2014-2021600533.6500444.7400346.43002001000172.2115.42017102.4201681.928.82014201520182019202020213Description:In2021,globalshipmentsofhearables,watches,wrist-bands,andotherwearablesstandsat533.6millionunits.Therewasa20percentpercentyear-over-yeargrowthindicatingagrowingmarket.ReadmoreNote(s):Worldwide;2014to2021Source(s):IDC;StatistaGlobalwearabledevicemarketsharefrom3rdquarter2020to3rdquarter2021,byproductcategoryWearabledevicemarketshareworldwidebyproductcategory2020-2021WristbandWatchHearablesOther1201008060402006.5325.59101126.527.531.531.518.51914.527.530.54944.54234.526.5Q32020Q42020Q12021Q22021Q320214Description:Thewearablemarketincludesdeviceslikewristband,watches,andhearables.Inthethirdquarterof2021,hearablesoccupiedaround31.5percentofthewearabledevicemarket,whilewatchesheld30.5percentofthemarket.Read

moreNote(s):Worldwide;Q32020-Q32021;*Forecastdata.**Hearablesaredefinedbythesourceaswearablesthathangonorplugintotheears.ReadmoreSource(s):IDC;StatistaRevenueofthedigitalfitness&well-beingdevicemarketworldwidefrom2017to2026,bysegment(inbillionU.S.dollars)Digitalfitness&well-beingdevicemarketrevenueworldwide2017-2026,bysegmentSmartwatchesFitness/ActivityTrackingWristwearSmartScales70605040302010058.9955.351.8747.9743.3938.0532.0429.726.5423.7423.520.3718.4617.2614.4612.674.8211.758.596.634.384.674.883.654.043.212.312.511.861.3720172018201920202021202220232024202520265AccordingtoestimatesoftheStatistaDigitalMarketOutlook,therevenueineachsegmentisexpectedtoincreaseinthecomingyears.ReadmoreNote(s):WorldwideSource(s):Statista;StatistaDigitalMarketOutlookFitnessoractivitytrackingwrist-wearmarketrevenueworldwidefrom2017to2026(inbillionU.S.dollars)Fitness/activitytrackingwrist-wearmarketrevenueworldwide2017-20263529.73026.5425201510523.520.3717.2614.4611.758.596.634.82020172018201920202021202220232024202520266Description:In2021,thefitnessoractivitytrackingwrist-wearmarketworldwidegeneratedatotalrevenueofapproximately14.5billionU.S.dollars.AccordingtoestimatesoftheStatistaDigitalMarketOutlook,therevenueisexpectedtoincreaseinthecomingyears,reaching29.7billionU.S.dollarsin2026.ReadmoreNote(s):WorldwideSource(s):Statista;StatistaDigitalMarketOutlookFitnessoractivitytrackingwrist-wearrevenuechangeworldwidefrom2018to2026Fitness/activitytrackingwrist-wearmarketrevenuechangeworldwide2018-202640%37.7%36.8%35%30%25%20%15%10%5%29.5%23.1%19.4%18%15.4%12.9%11.9%0%2018201920202021202220232024202520267Description:In2021,thefitnessoractivitytrackingwrist-wearmarketworldwideexperiencedarevenuegrowthofapproximately23.1percent.AccordingtoestimatesoftheStatistaDigitalMarketOutlook,therevenuechangeisexpectedtodecreaseinthecomingyears,reaching11.9percentin2026.

ReadmoreNote(s):WorldwideSource(s):Statista;StatistaDigitalMarketOutlookSmartwatchmarketrevenueworldwidefrom2017to2026(inbillionU.S.dollars)Revenueofsmartwatchmarketworldwide2017-20267058.99605040302010055.351.8747.9743.3938.0532.0423.7418.4612.6720172018201920202021202220232024202520268Description:In2021,therevenuegeneratedworldwideinthesmartwatchmarketwasapproximately38.05billionU.S.dollars.AccordingtoestimatesoftheStatistaDigitalMarketOutlook,therevenueisexpectedtoincreaseinthecomingyearsreachingalmost59billionU.S.dollarsin2026.

ReadmoreNote(s):WorldwideSource(s):Statista;StatistaDigitalMarketOutlookNumberofsmartwatchesandfitnesstrackersshippedworldwidefrom2021to2024(inmillions)Smartwatchandfitnesstrackershipmentsworldwide2021-202430028025025020015010050220190020212022202320249Description:Smartwatchandfitnesstrackershipmentsareexpectedtoincreaseatacompoundedannualgrowthrateof11percentbetween2021and2024.280millionunitsareexpectedtobeshippedin2024.Smartwatchesareusedfortrackingfitnessparameters,communicationandorganizationaltasks.

ReadmoreNote(s):WorldwideSource(s):DeloitteSmartwatchshipmentsforecastworldwidefrom2016to2025(inmillions)Unitshipmentforecastofsmartwristwearworldwide2016-202530025325022820220015010050173142115977451370201620172018201920202021*2022*2023*2024*2025*10Description:Smartwatchshipmentsworldwideareforecasttogrowinthefollowingyears,increasingfrom37millionunitsin2016toover253millionunitsby2025.Smartwatchesareamajorsegmentoftheglobalwearablesindustry,contributingsignificantlytotheglobalunitshipmentsofwearabledevices.

ReadmoreNote(s):Worldwide;2016to2025;*Forecast

ReadmoreSource(s):CCSInsightFitnesstrackershipmentsforecastworldwidefrom2016to2025(inmillionunits)Unitshipmentforecastoffitnesstrackersworldwide2016-2025140127118120100806040200109101907861524440201620172018201920202021*2022*2023*2024*2025*11Description:Theglobalfitnesstrackershipmentsshowaconsiderablegrowthintherecentyearsandisprojectedtoreacha100millionmarkby2022.Theshipmentsareforecasttoreach90millionunitsin2021takingintoaccountthedisruptionscausedbythepandemic.

ReadmoreNote(s):Worldwide;2016to2021;*Forecast

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02FinancialsFitbitInc.revenuefrom2010to2021(inmillionU.S.dollars)FitbitInc.revenue2010-20212,5002,169.462,0001,857.991,615.521,511.981,434.791,5001,00050001,2101,130745.43271.09201376.3720125.1814.45201120102014201520162017201820192020202113Description:In2021,theyear-endrevenueofFitbit,Inc.totaled1.21billionU.S.dollars,upfrom1.13billionU.S.dollarsinthepreviousyear.ReadmoreNote(s):Worldwide;2010to2021Source(s):BusinessofApps;FitbitFitbitInc.netincome/lossfrom2010to2020(inmillionU.S.dollars)*FitbitInc.income/loss2010-2020300175.682001000131.78-1.43-4.32-4.22-51.62-100-200-300-400-102.78-185.83-190-277.192017-320.71201920102011201220132014201520162018202014Description:Thisstatisticshowsthenetincome/lossofFitbit,Inc.from2010to2020.In2020,Fitbit'snetincomeamountedto-190millionU.S.dollars.Fitbithasnotseenaprofitsince2015R.

eadmoreNote(s):UnitedStates;2010to2020;*FiscalyearendsDecember31stofeachyear.ReadmoreSource(s):BusinessofApps;FitbitNumberofFitbitdevicessoldworldwidefrom2010to2021(in1,000s)Fitbitunitsalesworldwide2010-202125,00022,29521,35520,00015,98815,34315,00010,0005,000013,93910,90410,80010,6004,47620131,2792012208582010201120142015201620172018201920202021*15Description:Fitbitsoldabout10.6millionunitsofitssmartfitnessdevicesintheyear2021,downfrom10.8millionunitsinthepreviousyear.ReadmoreNote(s):Worldwide;2010to2021Source(s):BusinessofApps;FitbitNumberofactiveusersofFitbitfrom2012to2020(inmillions)Fitbit-numberofactiveusers2012-2020353129.63025201510527.625.423.216.96.72.60.56020122013201420152016201720182019202016Description:ThisstatisticshowsthenumberofactiveusersofFitbitfrom2012to2020.In2020,therewere31millionactiveusersofFitbitproductswhousedtheirdeviceatleastonceaweek.Read

moreNote(s):2012to2020Source(s):BusinessofApps;FitbitNumberofregisteredusersofFitbitfrom2014to2021(inmillions)Fitbit:numberofregisteredusers2014-2021120111981008060402009085755029112014201520162017201820192020202117Description:ThenumberofFitbitregisteredusersincreasedbetween2014and2021.Forinstance,in2021,Fitbitcountedaround111millionregisteredusers,increasingby13millioncomparedtothepreviousyearR.

eadmoreNote(s):2014to2021Source(s):BusinessofApps;FitbitManufacturer'ssuggestedretailprice(MSRP)ofFitbitdevicesintheUnitedStatesasofAugust2022(inU.S.dollars)FitbitdevicesU.S.manufacturer'ssuggestedretailprice2022MSRPinU.S.dollars100050150200250300FitbitSenseFitbitVersa3239.95155.95FitbitVersa2119.95119.95FitbitCharge5FitbitLuxe99.95FitbitLuxe(gorjanaspecialedition)FitbitAce3199.9559.9559.95FitbitAce3(Minionsspecialedition)FitbitInspire269.9518Description:AsofAugust2022,intheUnitedStates,thesmartwatchFitbitSensehadamanufacturer`ssuggestedretailprices(U.S.MSRPs)of239.95U.S.dollars.Bycontrast,theFitbitAce3(Minionsspecialedition)hadaU.S.MSRPoflessthan60U.S.dollarsR.

eadmoreNote(s):UnitedStates;August2022Source(s):FitbitCHAPTER

03CompetitorsWearablesunitshipmentsworldwidefrom2014to2021(inmillions),byvendorWearablesunitshipmentsworldwide2014-2021,byvendorAppleXiaomiHuaweiSamsungFitbitGarminFossilImagineMarketingOther60050040030020010002014201520162017201820192020202120Description:In2021,Applewastheleadingwearabledevicevendors,witharound161.4millionglobalunitsshipped.ApplewasfollowedbyXiaomiandSamsung,whichshippedaround54.4millionand48.1shipmentsworldwide,respectivelyR.

eadmoreNote(s):Worldwide;2014to2021Source(s):IDCWearablesunitshipmentsworldwidebyvendorfrom1stquarter2014to4thquarter2021(inmillions)Quarterlywearablesshipmentsworldwide2014-2021,byvendorAppleXiaomiHuaweiSamsungFitbitBoAtGarminJawboneBBKLifesenseFossilImaginemarketingOther180160140120100806040200Q1

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'2121Description:Appleistheleadingvendorintermsofworldwidewearablesunitshipments,withatotalunitshipmentofalmost35millionunitsinthefourthquarterof2021.Read

moreNote(s):Worldwide;Q12014toQ42021Source(s):IDCMarketshareofwearablesunitshipmentsworldwidefrom1stquarter2014to4thquarter2021,byvendorWearablesshipmentsworldwidemarketshare2014-2021,byvendorAppleXiaomiHuaweiSamsungFitbitBoAtGarminJawboneBBKLifesenseFossilImaginemarketingOther120%100%80%60%40%20%0%1Q

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'2122Description:Appleisestablishingasolidholdonwearabledeviceunitshipmentswith34.9percentinthefourthquarterof2021,dominatingthemarketthisquarterwhenthesamequarterin2020heldonto36.2percentofthemarketshareR.

eadmoreNote(s):Worldwide;2014to2021Source(s):IDCGlobalsmartwatchunitshipmentsbyvendorfromthe2ndquarter2014to2ndquarter2021,byvendor(inmillions)Smartwatchunitshipmentsworldwide2014-2021,byvendorAppleSamsungFitbitGarminOthers201816141210864202Q'14

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Q2'2123Description:Smartwatchshipmentsworldwidehavebeenincreasingoverthelastfewyears.With9.5millionsmartwatchshipmentsasofthesecondquarterof2021,Appleistheleadingsmartwatchvendor,followedbySamsungwithtwomillion-unitshipmentsR.

eadmoreNote(s):Worldwide;2014to2021Source(s):StrategyAnalyticsMarketshareofsmartwatchunitshipmentsworldwidefromthe2ndquarter2014to2ndquarter2021,byvendorSmartwatchmarketshareworldwide2014-2021,byvendorAppleSamsungFitbitGarminOthers120%100%80%60%40%20%0%2Q'14

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2Q'2124Description:Appleheldthelargestshareoftheglobalsmartwatchshipmentmarketinthesecondquarterof2021.Their52.5percentsharewasfollowedbySamsungwhosemarketamountedto11percent.ReadmoreNote(s):Worldwide;2014to2021Source(s):StrategyAnalyticsQuarterlysmartwatchunitshipmentshareworldwidefrom2018to2022,byvendorSmartwatchunitshipmentshareworldwide2018-2022,byvendorAppleHuaweiSamsungimooFitbitAmazfitOthersBBK120%100%80%60%40%20%0%36%40%42%46%41%42%44%43%48%47%4%49%51%51%51%56%59%9%58%8%4%6%5%7%5%7%4%5%6%9%7%9%5%4%6%8%5%10%8%8%8%7%10%8%3%8%9%8%5%6%6%6%8%10%8%10%10%8%10%5%3%10%14%12%15%7%10%5%5%8%5%14%40%37%36%38%36%34%30%30%31%28%26%26%26%22%21%23%23%Q1'18Q2'18

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Q3'21Q4'21Q1'2225Description:Appleistheleadingcompanyinthesmartwatchindustryintermsofshipmentshare,accountingfor36percentofworldwideshipmentsasofthefirstquarterof2022.ThiswasfollowedbySamsungwithtenpercentofthemarketshareR.

eadmoreNote(s):Worldwide;2018to2022Source(s):CounterpointResearchCHAPTER

04ConsumptioneHealthtracker/smartwatchusagebybrandintheU.S.in2022eHealthtracker/smartwatchusagebybrandintheU.S.2022Shareofrespondents0%10%20%30%40%50%AppleFitbit52%33%SamsungGarminLG20%9%8%Asus6%AmazfitHuaweiHonorMisfit5%5%3%3%3%Xiaomi/MiMoov2%2%Pebble27Description:Thedisplayeddataonehealthtracker/smartwatchusagebybrandshowsresultsoftheStatistaGlobalConsumerSurveyconductedintheUnitedStatesin2022.Some52percentofrespondentsansweredthequestion"Whatbrandsareyourpersonalsmartwatches/fitnesstrackers?"with"Apple".

ReadmoreNote(s):UnitedStates;fourwavesfromApr2021toMar2022;2196respondents;18-64years;respondentswhousefitnesstrackers,smartwatcheswithfitnessfunction,motiontrackersorsleeptrackingsystemsSource(s):StatistaGlobalConsumerSurvey(GCS)eHealthtracker/smartwatchusagebybrandinCanadain2022eHealthtracker/smartwatchusagebybrandinCanada2022Shareofrespondents0%5%10%15%20%25%30%35%40%AppleFitbit39%38%SamsungGarminHuaweiAsus12%10%5%4%LG3%3%TimexAmazfitMoov2%2%2%2%PolarXiaomi/MiHonor1%28Description:Thedisplayeddataonehealthtracker/smartwatchusagebybrandshowsresultsoftheStatistaGlobalConsumerSurveyconductedinCanadain2022.Some39percentofrespondentsansweredthequestion"Whatbrandsareyourpersonalsmartwatches/fitnesstrackers?"with"Apple".

ReadmoreNote(s):Canada;fourwavesfrom6Apr2021to15Mar2022;571respondents;18-64years;respondentswhousefitnesstrackers,smartwatcheswithfitnessfunction,motiontrackersorsleeptrackingsystemsSource(s):StatistaGlobalConsumerSurvey(GCS)eHealthtracker/smartwatchusagebybrandintheUKin2022eHealthtracker/smartwatchusagebybrandintheUK2022Shareofrespondents0%5%10%15%20%25%30%35%40%AppleFitbit39%33%SamsungGarminHuaweiFossil13%10%5%3%3%Xiaomi/MiAmazfitAsus2%2%2%2%2%HonorLGWithingsMisfit1%29Description:Thedisplayeddataonehealthtracker/smartwatchusagebybrandshowsresultsoftheStatistaGlobalConsumerSurveyconductedintheUKin2022.Some39percentofrespondentsansweredthequestion"Whatbrandsareyourpersonalsmartwatches/fitnesstrackers?"with"Apple".

ReadmoreNote(s):UnitedKingdom;fourwavesfrom8Apr2021to15Mar2022;919respondents;18-64years;respondentswhousefitnesstrackers,smartwatcheswithfitnessfunction,motiontrackersorsleeptrackingsystemsSource(s):StatistaGlobalConsumerSurvey(GCS)eHealthtracker/smartwatchusagebybrandinGermanyin2022eHealthtracker/smartwatchusagebybrandinGermany2022Shareofrespondents0%5%10%15%20%25%AppleSamsungFitbit25%22%18%GarminHuaweiXiaomi/MiAmazfitAdidasSony10%10%8%5%4%3%Asus2%2%2%HonorPolarMisfit1%30Description:Thedisplayeddataonehealthtracker/smartwatchusagebybrandshowsresultsoftheStatistaGlobalConsumerSurveyconductedinGermanyin2022.Some25percentofrespondentsansweredthequestion"Whatbrandsareyourpersonalsmartwatches/fitnesstrackers?"with"Apple".

ReadmoreNote(s):Germany;fourwavesfrom1Apr2021to17Mar2022;1366respondents;18-64years;respondentswhousefitnesstrackers,smartwatcheswithfitnessfunction,motiontrackersorsleeptrackingsystemsSource(s):StatistaGlobalConsumerSurvey(GCS)eHealthtracker/smartwatchusagebybrandinFrancein2022eHealthtracker/smartwatchusagebybrandinFrance2022Shareofrespondents0%5%10%15%20%25%30%AppleFitbit31%17%SamsungGarminHuaweiXiaomi/MiAsus15%12%9%7%6%AmazfitHonorLG4%4%4%Sony3%JawbonePolar2%2%31Description:Thedisplayeddataonehealthtracker/smartwatchusagebybrandshowsresultsoftheStatistaGlobalConsumerSurveyconductedinFrancein2022.Some31percentofrespondentsansweredthequestion"Whatbrandsareyourpersonalsmartwatches/fitnesstrackers?"with"Apple".

ReadmoreNote(s):France;fourwavesfrom8Apr2021to15Mar2022;523respondents;18-64years;respondentswhousefitnesstrackers,sm