To me, wearable’s are still in exploring mode; meaning, market winners and losers are still to be decided. Certainly the fragmentation of the market proves this. However, what is becoming clear is that always-on sensing and context awareness are becoming “must haves” going forward.
The folks at Gigaom and IBM think so:
http://gigaom.com/2014/03/01/for-the-next-wave-of-wearables-context-will-be-king/
It is said companies need to innovate before they integrate — in the wearable space, integration is still up in the air as innovation still needs to take place over the next 18 months to 2 years. It’s going to be very interesting!