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China’s trying to slim down, which will fatten the smartwatch market

(2025/06/24)


China recently launched an initiative to reduce the incidence of obesity in the country, a move analyst firm IDC thinks will fatten the market for smartwatches and smart wristbands.

IDC on Tuesday [1]shared data from its Worldwide Quarterly Wearable Device Tracker that found 45.6 million wristy gadgets shipped in the first quarter of 2025, representing 10.5 percent year-on-year growth as smartwatch shipments grew by 4.8 percent to 34.8 million units and wristband shipments popped 34 percent to 10.8 million machines.

Growth was even stronger in China, where [2]government subsidies designed to spur consumer spending helped fuel 37.6 percent annual shipment growth. Smartwatch shipments in the Middle Kingdom surged 25.3 percent to 11.4 million and wristbands rocketed by 67.9 percent to 6.2 million units.

[3]

IDC expects sales of wristy gadgets will continue to surge in China thanks in part to the “Healthy Weight Management Action” Beijing launched in April after [4]warning that more than half of Chinese adults are currently overweight or obese, and that if current trends continue over 70 percent of the population could be overweight by 2030.

[5]Sergey Brin promises next generation of Glassholes will be much less conspicuous

[6]HP Inc to build future products atop grave of flopped 'AI pin'

[7]Fitbit pays Uncle Sam $12M to sprint away from claims of burning-hot smartwatches

[8]As the Apple Watch turns 10, disabled users demand real accessibility

Chinese vendors Huawei and Xiaomi already top IDC’s global sales charts for wristy wearables, with 21.9 and 19 percent market share respectively – ahead of Apple’s 15 percent.

Cupertino clocked up 37.2 percent year-on-year shipment growth to score its best smartwatch growth since 2023. IDC thinks the Trump administration’s tariff plans helped by stimulating US retailers to buy more Apple Watches before prices rose, buyers in other reasons decided to get in before supply chain kinks impacted supply. China’s subsidies also helped Apple to sell more of its Watches.

[9]

Samsung was the only vendor to slide according to IDC, with Chinese players beating it on price and higher-end competitors like Apple and Garmin outdoing it in the midmarket and high end.

IDC thinks China’s national health drive and ongoing subsidies will drive its market to 58.5 million units, a year-on-year increase of 36.9 percent. By way of comparison, manufacturers shipped 45.6 million wristy wearables globally in Q1, so by the end of the year China will represent around a quarter of the global market for these gadgets. ®

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[1] https://my.idc.com/getdoc.jsp?containerId=prAP53613925

[2] https://www.theregister.com/2025/01/23/china_consumer_technology_subsidy/

[3] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=2&c=2aFp3NWxZhRsPvfm7FMhbpgAAA0I&t=ct%3Dns%26unitnum%3D2%26raptor%3Dcondor%26pos%3Dtop%26test%3D0

[4] https://english.www.gov.cn/news/202504/14/content_WS67fcea50c6d0868f4e8f1acd.html#:~:text=Under%20the%20updated%20plan%2C%20China,the%20rising%20trend%20of%20obesity.

[5] https://www.theregister.com/2025/05/21/google_warby_parker_glass/

[6] https://www.theregister.com/2025/02/19/hp_acquires_humane/

[7] https://www.theregister.com/2025/01/24/fitbit_unreported_battery_issue/

[8] https://www.theregister.com/2024/08/28/apple_watch_accessibility/

[9] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=4&c=44aFp3NWxZhRsPvfm7FMhbpgAAA0I&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0

[10] https://whitepapers.theregister.com/



Presumably to reach the citizens

JimmyPage

smartphones can't reach ?

Ian Johnston

Don't they have Gen Z in China to wail about "fat shaming?

PinchOfSalt

China has a much stronger coherence of vision than we do, so I suspect that this is less likely to be the case.

Of course the other description for this is that the population is taught / indoctrinated from a young age to believe what the government tells them.

tony72

Dammit, just realised I left my smartwatch at home! Useful things if you can remember to actually wear them. Maybe the Chinese will get the price down low enough that you can leave a few spares here and there just in case, like you do with glasses.

Human cardiac catheterization was introduced by Werner Forssman in 1929.
Ignoring his department chief, and tying his assistant to an operating
table to prevent her interference, he placed a ureteral catheter into
a vein in his arm, advanced it to the right atrium [of his heart], and
walked upstairs to the x-ray department where he took the confirmatory
x-ray film. In 1956, Dr. Forssman was awarded the Nobel Prize.