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Apple's big victory!Series 9 and Ultra 2 watches resume sales in the United States [with global smartwatch industry analysis]

author:Qianzhan Network
Apple's big victory!Series 9 and Ultra 2 watches resume sales in the United States [with global smartwatch industry analysis]

Source: Photo.com

On December 27, local time, only one day after the U.S. International Trade Commission (ITC) issued the ban on the sale of Apple Watch (Apple Watch) in the United States, the U.S. Court of Appeals for the Federal Circuit requested the suspension of the sales ban and asked the ITC to respond to Apple's request by January 10 next year to decide whether to continue to suspend the ban throughout Apple's appeal period. This is a win for Apple.

According to Apple's statement, the Apple Watch Series 9 and Ultra 2 models will be available in the Apple Store on December 27 and will begin online sales on December 28. "We're excited to be able to offer the full Apple Watch collection to customers again for the New Year," said an Apple spokesperson.

Here's why: Apple stopped selling its Series 9 and Ultra 2 watches in stores and online last week after an International Trade Commission ruling last October that found that the blood oxygen sensors in the devices infringed the intellectual property rights of Masimo, a medical technology company that sells products to hospitals.

As of the close of trading on December 27, Apple's stock price was $193.19, up 0.07%.

Apple's shipments accounted for the lead

In 2022, Apple's shipments will account for more than 34% of the global smartwatch market, far exceeding other smartwatch brands; Samsung and Huawei accounted for 10% and 7% of shipments, respectively, behind Apple.

Apple's big victory!Series 9 and Ultra 2 watches resume sales in the United States [with global smartwatch industry analysis]

Summary: The global smart watch industry is highly concentrated

On the whole, in the global smart watch regional competition, North America, China, India and other markets are relatively leading; In the enterprise competition, Apple has a high market share, while among ODM\OEM manufacturers, Luxshare Precision has a high market share; From the perspective of global smart watch concentration, the industry concentration will further increase in 2022, and CR7 will be close to 70% in 2022, which is at a high level.

Apple's big victory!Series 9 and Ultra 2 watches resume sales in the United States [with global smartwatch industry analysis]

CITIC Securities believes that the consumer electronics index is still at a historically low level, in the context of the recovery of the bottom of demand, VR is currently in the stage of high certainty volume, AR development is rapidly in the early stage, smart watches are expected to benefit from the continuous improvement of health functions and continue to grow.

Prospective Economist APP Information Group

For more research and analysis of this industry, please refer to the "China Smart Watch Industry Market Prospect Forecast and Investment Strategic Planning Analysis Report" by Qianzhan Industry Research Institute

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