蘑菇AV

Microsoft鈥檚 decision reflects declining interest in heavy headsets, with next-gen AR glasses setting the stage for wearable tech鈥檚 future.

A focus on longer battery life and lighter design could secure a lead over Samsung in the high-growth wearables market.

Fitbit smartwatches, website cut as Google favors Pixel Watch: Google phases out Versa and Sense to promote its costlier Pixel Watch, sidelining Fitbit鈥檚 better battery life and affordability.

Meta鈥檚 Orion glasses could redefine wearables: Zuckerberg鈥檚 vision for a smartphone-free future is clear, but Orion鈥檚 massive $10,000 production cost stands in the way of mainstream success.

From voice-activated AI to cutting-edge wearables, Meta's latest updates signal a push to dominate emerging tech markets.

Click here to view our full forecast for US adult smart wearables users. Smartwatches and health-related features are the driving force. Over 70% of smart wearable users are smartwatch users. Innovative new health- and fitness-tracking capabilities are sustaining the user boom that began several years ago, and new AI, payment, and device integration functionalities will keep the momentum going.

Why it matters: AI and health monitoring are driving adoption of Apple, Oura, Google鈥檚 Fitbit and other smart wearable devices. 77% of US adults are willing to use AI-assisted healthcare, according to a November 2024 survey from Harris Poll and Gwynedd Mercy University.

The growth of health and fitness apps and wearables. How consumers engage with health information, self-care, and fitness activities. This deck can help you:. Determine market sizing (brands, agencies, solution providers). Develop media strategy and allocate budget for campaigns (brands). Showcase opportunities to customers (agencies, solution providers).

Still, consumers may have accepted that using AI means feeding data to the system, so Meta鈥檚 policies may not deter shoppers already comfortable with the concept of smart wearables.

A large developer ecosystem and years of dabbling in augmented reality (AR) and mixed reality (MR) on iPhones and iPads provide fertile ground for an expansive app ecosystem for future wearables. Key stat: 52.6% of US parents with children under 18 and 45% of urbanites are interested in buying smart glasses in the next 12 months, per an 蘑菇AV survey.

The potential of AI-driven visual interactions: Cameras on smartphones and wearable devices can make AI more context- and location-aware and can drive interactions, user engagement, and subscriptions. Apple is reportedly considering adding cameras and visual intelligence features to its wearables, per Bloomberg. But given Apple鈥檚 recent AI shortcomings, these features could be at least a year away.

The topline findings across all age groups:. 66% are willing to share medical data with a clinician. 58% have used virtual care in the past year. 54% track at least one health metric digitally. 53% own a wearable or connected health device.

Future consumer use cases: If the technology makes its way into a mainstream Meta product, it could be used as a health-focused wearable or offer remote assistance with tasks. The glasses鈥� real-time health metrics could facilitate an AI fitness coach that measures metrics like calories burned or speed, similar to an Apple Watch.

AI wearables are still searching for their moment. The race for ambient AI continues. Despite Humane's Ai Pin market flop in 2024, companies at CES 2025 showcased a new wave of AI-powered wearables aimed at providing always-available personal assistants.

Many consumers may accept that using AI and AI-enabled wearables means handing over personal data to Big Tech. Our take: Meta鈥檚 goals with Aperol and Bellini are likely twofold: Provide users with a personalized assistant with memory and context to support complex requests, and gather information to serve its ad business and model-training efforts.

Revenues for Mac and iPad also came in above expectations, but other products like Wearables fell below analyst estimates. That said, there seems to be trouble ahead. Apple CEO Tim Cook warned that the company expects a $900 million headwind resulting from tariffs in the current quarter, resulting in Apple鈥檚 shares falling nearly 3% Friday morning.

The Android Show will highlight the expansion from smartphones to wearables, cars, and TVs and as a conduit for Gemini鈥檚 AI features. The timing is critical given Samsung, OnePlus, and Chinese brands like Xiaomi, Oppo, and Honor are pushing aggressive new designs, AI features, and custom ecosystems. What鈥檚 Google trying to fix?

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