问了一下小C,这是他的答案

 

1. Established Players (Large, but with key market presence)

 

 

These companies dominate the wearable tech market:

 

  • Apple (AAPL) – Apple Watch is the leading smartwatch.
  • Google (GOOG/GOOGL) – Owns Fitbit and makes Pixel Watch.
  • Garmin (GRMN) – Popular for fitness and health-oriented wearables.
  • Samsung – Galaxy Watch line, less U.S.-centric but a strong player.

 

 

While these firms are large, they have the resources to respond quickly to government-led initiatives.

 

 

 

 

2. Smaller/Publicly-Traded Companies (Potential Agility)

 

 

These companies are more niche or mid-cap and could pivot faster:

 

  • Whoop (private) – High-performance wearables for athletes and health-conscious users; rumored IPO in the future.
  • Oura Health (private) – Makes the Oura Ring, popular in biohacking and sleep tracking communities.
  • Biolinq (private) – Focuses on non-invasive continuous glucose monitors.
  • iRhythm Technologies (IRTC) – Specializes in wearable cardiac monitoring.

 

 

 

 

 

3. Micro-Cap or Emerging Startups (Very Agile)

 

 

These may not be well-known but could be acquisition targets or fast movers:

 

  • Movano Health (MOVE) – Working on non-invasive glucose and blood pressure wearables.
  • Eko Health (private) – Combines stethoscope tech with AI and wearables.
  • Vivosense (private) – Focused on wearable data analytics for clinical trials.

 

 

 

 

 

4. Strategic Consideration

 

 

If you’re thinking in terms of investment, partnerships, or market entry:

 

  • Small firms like Movano or Oura can adapt rapidly and might benefit from grants or bulk contracts.
  • Companies with FDA-cleared devices (e.g., iRhythm) may have an advantage in health-focused 
 

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谢谢 -越王剑- 给 越王剑 发送悄悄话 越王剑 的博客首页 (0 bytes) () 06/26/2025 postreply 13:21:45

其中IRTC似乎最好 -蓝天白云547- 给 蓝天白云547 发送悄悄话 (0 bytes) () 06/26/2025 postreply 13:44:04

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