智慧型手錶產業趨勢:Apple的2025年的策略預測

2025年9月初，蘋果發表了三款全新Apple Watch。雖然升級幅度相對較小，但蘋果全年的整體策略為我們了解2025年智慧手錶產業的發展軌跡提供了寶貴的見解。人工智慧驅動的創新是其核心。透過利用長期行為數據分析和多感測器整合，蘋果正逐步從簡單的健康追蹤轉向健康預測和個人化推薦。

在硬體方面，重點在於顯示和感測技術的創新。這包括可折疊顯示器、血壓監測以及旨在實現視訊通訊、遊戲甚至醫療應用的高級高效顯示技術的專利。然而，市場上的技術創新步伐仍然有限。如果沒有突破性的功能，更換需求將持續疲軟，這可能會限制智慧手錶產業的成長。

主要亮點

• 蘋果以人工智慧驅動的創新引領智慧手錶發展
• 長期行為數據和多感測器整合使智慧手錶的功能從基礎追蹤轉向健康預測和個人化推薦
• 硬體創新主要集中在顯示器和感測技術，包括可折疊螢幕、血壓監測專利以及用於通訊、娛樂和醫療應用的高效技術
• 產業技術創新速度有限，缺乏突破性功能可能削弱產品更新換代需求，並成為成長瓶頸。

樣品

目錄

第一章：蘋果發表三款全新 Apple Watch——Ultra 3 與 SE 3 的重大更新

第二章：Apple Watch 軟體開發：穿戴式裝置行為模式協助用戶長期參與

第三章：Apple Watch 硬體開發：可折疊顯示器和內建相機的價值來源

第四章：策略定位與競爭分析

第五章：TRI的觀點

In early September 2025, Apple introduced three new Apple Watch models. While the upgrades were relatively incremental, Apple's broader strategy throughout the year provides valuable insights into the development trajectory of the smartwatch industry in 2025. AI-driven innovation has become the core focus. Leveraging long-term behavioral data analysis and multi-sensor integration, Apple is gradually shifting from simple health tracking to health prediction and personalized recommendations.

On the hardware front, the emphasis is on innovations in display and sensing. These include foldable displays, blood pressure monitoring patents, and advanced high-efficiency display technologies designed to enable video communication, gaming, and even medical-grade applications. However, the market's pace of innovation remains limited. Without breakthrough features, replacement demand is likely to continue weakening, leaving the smartwatch industry facing a potential growth bottleneck.

Key Highlights:

• Apple leads smartwatch development with AI-driven innovation focus.
• Uses long-term behavioral data and multi-sensor integration for a shift from basic tracking to health prediction and personalized recommendations.
• Hardware innovation centers on displays and sensing, including foldable screens, blood pressure monitoring patents, and high-efficiency technologies for communications, entertainment, and medical applications.
• Industry innovation pace is limited; lack of breakthrough features weakens replacement demand, risking a growth bottleneck.

SAMPLE VIEW

Table of Contents

1. Three New Apple Watch Models Launched - Significant Updates in Ultra 3 and SE 3

• Figure 1: Key Highlights of Apple Watch Ultra 3 Redesign

2. Apple Watch Software Development: Wearable Behavior Models Driving Long-Term Engagement

• Figure 2: Apple WBM Architecture and Training Workflow

3. Apple Watch Hardware Development: Foldable Displays and Built-In Cameras as Value Drivers

• Figure 3: Overview of Apple Foldable Display and Camera Patents

4. Strategic Positioning and Competitive Analysis

• Figure 4: Google SensorLM Operating Framework and Key Features

5. TRI's View