Global wrist wearable device shipments grew 10.5% YoY to 45.57 million units in Q1 2025, driven by China’s 37.6% surge (17.62M units) from national stimulus, while other regions saw steady recovery amid easing trade tensions, per IDC data.
Smartwatches (80% of shipments) rose 4.8% globally (34.81M units), with China outpacing at 25.3% (11.4M units). Bands jumped 34% worldwide (10.76M units), led by China’s 67.9% spike (6.21M units), reflecting demand for budget health-tracking options.
The divergence highlights China’s dominance in volume growth, though non-China markets (US, Europe, LatAm) showed healthier margins with premium smartwatch adoption. Analysts warn of oversupply risks in China’s band segment post-stimulus
Related topics: