Whither Wearables | Summits Summary | No. 3 in Space
Jérôme Mouly, a senior analyst at Yole Développement, discusses the convergence of consumer and medical wearable markets, noting that smartphone makers like Apple are leveraging their position to capture over 40% of the market through devices like the Apple Watch and hearables. The episode also covers the Global CEO and Distribution Summits in Shenzhen, where Echo Jao reports on industry confidence despite supply chain uncertainties and the logistical challenges of hosting international speakers during the pandemic. Key topics include the shift toward non-invasive medical sensors, the blurring lines between consumer health tracking and regulated medical devices, and the debate over economic decoupling between the US and China.