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Page 1: Wearable devices

Wearable  Devices  –  An  industrial  Overview    

Reiser  Wang  

Page 2: Wearable devices

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  

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Emerging  DisrupFve  Technologies  

Wrist-­‐wear  

Body-­‐wear  

Foot-­‐wear  

Eye-­‐wear  

neck-­‐wear  

Product  

Technology  

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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.      

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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  

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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  

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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  

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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  


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