웨어러블 회선 200만 시대…셀룰러 스마트워치가 성장 견인

As the smartphone market reaches saturation, cellular-enabled smartwatches are emerging as a crucial strategy for telecommunications companies to lock in subscribers and boost ARPU. The milestone of two million wearable subscriptions highlights a consumer shift towards independent, health-focused standalone devices like the Apple Watch and Galaxy Watch. Furthermore, the anticipated adoption of 5G RedCap technology will likely expand B2B opportunities in healthcare and insurance, transforming wearables into a significant revenue driver.