《飞书深诺：2024全球智能家居市场深度研究报告（68页）.pdf》由会员分享，可在线阅读，更多相关《飞书深诺：2024全球智能家居市场深度研究报告（68页）.pdf（68页珍藏版）》请在本站上搜索。 1、?2?2C?B?/C?/?/?INDEX?010203044?01?务?务?WiFi?Bluetooth?ZigBee?封?尽?尽?尽?封?Meet Intelligence?6?2.4GHz?5GHz?尼?WiFi6?研?封?务?WIFI?研?201320192024EWiFi-53.5 Gbit/sWiFi-69.6 Gbit/sWiFi-740 Gbit/s?封?MEMS?尊?MEMS?AGI?封?Meet Intelligence?7?务?务?AGI?2023?AI?Alexa?Alexa?2023?Google?Gemini?Google assistant?务?研?AI Floor2、 Detect?ChatGPT?NPL?愿?NPL?愿?研?AGI?封?Meet Intelligence?8?去?去?(?)?202213,800?封?2022?封?2023?封?202210,500模?名?的?202220,000?的?2022500?封?的?的?20235,900?封?务务?2022-2023?30?+10?去?封?封?封?Statista,Meet Intelligence?9?6697801,0331,1451,3481,5441,7401,9352,1252.8%201916.6%6.9%202032.5%8.6%202110.8%-1.4%202217.7%4.73、%202314.5%4.2%2024E12.7%4.8%2025E11.2%26.5%4.8%2026E9.8%4.7%2027E?(?)YoY?(%)(?)?YoY?封?2022?20%?务?封?务?封?封?-?Meet Intelligence?10?封?封?务?务?务?封?封?封?聆?务?务?模?模?封?研?封?Statista,Meet Intelligence?11?2485268452027E20232019+20.6%+12.6%?(?:?,2019-2023 CAGR%,2023-2027 CAGR%)1012063292027E20232019+19.5%+12.5%59114、61852027E20232019+18.4%+12.4%821351802027E20232019+13.2%+7.4%1352774482027E20232019+19.7%+12.7%43881382027E20232019+19.5%+11.9%?确?送?务?Statista,Meet Intelligence?12?务?2027?4?(?%)?37.1%39.0%39.7%12.3%10.0%8.5%8.8%8.6%8.7%15.1%15.0%15.5%20.2%21.0%21.1%6.5%6.4%6.0%2027E2023201913?02?Statista,Meet Intell5、igence?14?(?)9.3%10.7%12.3%14.2%16.4%28.8%202020212022202318.9%201921.8%2025E25.1%2026E2027E2024E?20%?务?模?务?2025?20%?2-3?30%?Meet Intelligence?151.0-?2.0?3.0?去?匹?匹?WIFI?APP?匹?匹?匹?务?匹?愿?匹?TA?Meet Intelligence?16?匹?匹?研?匹?塑?研?岁?岁?研?研?研?映?模?Meet Intelligence?172022?Matter?福?模?Matter?务?务?Samsung SmartThi6、ngs?Amazon Alexa?研?研?研?Wi-Fi?Zigbee?Z-Wave?匹?匹?研?封?封?Meet Intelligence?18?务?10?去?封?Meet Intelligence?19?22-23?务?15+?务?45%?2023?务?AMAZON?Top15?64%2023?务?AMAZON?Top15?60%?2022100?厨?202260Heisenberg Robotics?2022?Furbulous?2023?2023?20234.2?20231?Glazero?2023?20235?封?Meet Intelligence?20?-2017?1?AMAZON7、-2019?Top 3-2023?86.54?30.5%42.29?2023?2400+?封?去?封?7.15%?300?+2023?APP?-2017?1?AMAZON-2020?2?-2021?A?4000?-2016?-2018?Walmart?Kickstarter-2023?148?+2023?APP?62.3?300?去?Meet Intelligence?21?映?粉?务?盟?粉?映?研?去?Meet Intelligence?22?1.0?2.0?3.0?100%?50-60%?10%?研?AI?研?研?AMAZON?Meet Intelligence?23vs 10?75%88、5%?$4-10vs 10?60%75%?$70-100vs 10?50%?$2000-3000vs 10?55%?$50-100?vs 10?30%40%?$140-19024?03?Statista,Meet Intelligence?2551886920232027E+13.8%39057820232027E+10.3%35454120232027E+11.2%365220232027E+9.6%264320232027E+13.4%213420232027E+13.8%?(?:?2023-2027 CAGR%?务?务?封?告?封?封?封?粉?封?Statista,Meet Intell9、igence?26?Top 10?(?%)347276957978635633312816419360633637301514?14.2%务?12.9%?15.6%?10.0%?12.3%10.2%11.2%?9.7%资?千10.0%?1410.7%?2023?2027?23-27 CAGR?封?研?1/4?务?Statista,Meet Intelligence?27?封?Top 10?(?)?资?千?务?2023?54%51%48%44%38%36%31%23%19%9%$95.3$62.7$346.7$33.3$78.2$27.7$79.3$31.0$276.3$56.4 2023?(厅10、?)?Statista,Meet Intelligence?285%6%6%18%10%16%11%8%?11%29%41%?15%6%10%9%14%17%10%5%13%8%18%48%?务?53%31%?33%11%13%10%22%11%4%26%?8%28%16%?封?务?务?告?太?务?务?(?)?29?Statista,Meet Intelligence?30$229$309$347$388$430$471$511 8.8%2021202212.3%202311.8%20192024E10.8%24.0%2025E9.5%20202026E8.5%5.5%2027E$217$2811、419.9%?(?)YoY?(%)(?)?YoY?(?%)?2023?350?2023?2026?2027?500?47.9%2023?62.7%2026?2.9?2.5?Statista,Meet Intelligence?31?(?=?)?2023?(?/?,%)?$99.5$34.8$33.5$61.2$91.2$26.4$52.7$30.3$47.3$4.0$14.2$15.72023?(厅?)?2027?(厅?)?告?导?务?务?30%?18.9%25.7%28.9%29.7%32.9%30.0%100%95%15%10%5%30%0%25%35%20%?Meet Intellige12、nce?32?务?务?务?务?研?Roku?Apple TV?Philips Hue?Govee?务?Ring?Google?Amazon?Apple?Ecobee?Meet Intelligence?33?/?(?&?)?(?&?)?务?尽?务?务?/?务?/?封?/?尽?务?2B-2C?Statista,GWI,Meet Intelligence?34?63%45%14%11%?/?5%?对/?对?60%40%12%?23%?务?30%53%17%?络?务?11%9%8%6%5%?千?号?号?45%24%17%9%?5%?GWI,Meet Intelligence?35?务?25-44?务13、?12%21%22%18%17%9%25-34?35-44?16-24?55-64?65+?45-54?24%23%33%19%?务?务?1%?15%27%55%20%?务?导?研?筛?YouGov,Statista,Meet Intelligence?36?43%36%34%30%16%11%8%?39%34%34%33%29%26%26%25%?研?37%2023?+15%vs 202060%2023?+14%vs 202037?Statista,Meet Intelligence?38?封?封?53.5%2023?84.8%2026?3.3?3.4?(?%)$47.0$72.6$77.414、$95.4$109.7$124.7$140.1$155.0202039.1%20216.6%11.1%202223.3%202320.2%2024E13.7%20192025E12.3%2026E10.6%2027E$52.215.0%?(厅?)YoY?(%)(?)?YoY?Statista?Meet Intelligence?39?封?10%?(?=?)?2023?(?/?,%)?26.761210.630.2618.38.36.420.43.82.32023?(厅?)?2027?(厅?)5.1%4.4%10.4%5.1%10.9%6.8%0.0%10.0%100.0%5.0%?Meet I15、ntelligence?40?务?聆?Amazon?Google?研?务?务?务?Roku?Apple TV?务?务?Ring?务?务?OVO?Meet Intelligence?41?/?(?&?)?(?&?)?务?/?务?/?封?/?尽?务?Statista,GWI,Meet Intelligence?42?67%44%11%13%11%?/?对/?对?42%34%11%?35%?告?32%47%22%?络?务?19%13%11%9%8%?49%24%16%?6%?5%?GWI?Meet Intelligence?43?务?务?12%19%22%21%20%11%25-34?35-44?116、6-24?55-64?65+?45-54?15%23%16%32%14%?务?务?18%30%46%12%?务?导?研?筛?DIY?封?对?封?对?Statista,UL Solutions,Trend Watching,Meet Intelligence?44?&?58%2023?26%?42%32%30%26%?29%22%14%?研?45?Statista,Meet Intelligence?46?20%?的?2024?60?51.2%?务?封?51.2%2023?84.7%2026?3.1?3.4?(?%)$32.77$37.61$48.72$62.74$72.05$81.49$90.17、80$99.8714.8%201914.8%202029.5%202112.1%202214.9%202314.8%2024E13.1%2025E11.4%2026E10.0%2027E$54.60?(厅?)YoY?(%)(?)?YoY?Statista?Meet Intelligence?研?47?(?=?)$30.4$10.7$10.0$18.8$0.6$2.1$7.1$2.2$4.5$3.2$2.2$4.02023?(厅?)?2027?(厅?)?2023?(?/?,%)?5.8%3.3%2.8%3.6%5.2%4.5%1.5%0.0%2.0%2.5%3.0%3.5%4.0%4.5%5.018、%5.5%6.5%99.0%99.5%6.0%100.0%0.5%1.0%?Meet Intelligence?48?务?Samsung?LG?务?Coway?务?Samsung?LG?务?Philips-hue?务?务?务?Amazon?Google?研?务?Honeywell?Kiturami?务?Samsung?LG?KT?Kakao?Statista,GWI,Meet Intelligence?49?告?务?34%14%6%?46%?61%51%25%12%11%?/?对/?对?90%?8%?2%?络32%30%13%8%?6%?59%17%?11%?9%?4%?GWI,Meet In19、telligence?50?35-54?务?务?9%23%24%26%18%16-24?25-34?35-44?45-54?55-64?0%65+?1%31%53%9%?务?务?6%?18%33%46%29%?务?去?去?DIY?导?Open Survey,Statista,Meet Intelligence?51?91%2023?+8%vs 202233%32%16%16%?23%21%16%?研?55%2023?务?52?04?Meet Intelligence?53?封?告?封?覆?务?对?Meet Intelligence?54?AWAREINTERESTPURCHASELOYALTY20、?封?封?埋?KOL?UGC?Meet Intelligence?55AWARE?务?2024?8?11-23?2024?11?12-13?务?2025?1?7-10?2025?5?18-20?DTC?封?PO?2?映?PR&KOL?/KOL?KOL Erin Lawrence&Vacuum Wars?Tineco?YouTube?16?+?Meet Intelligence?56AWARE?/?2024?Govee?TikTok?封?太?Meta?TikTok?#WorldArtDay#?hashtag?务?TikTok?89.9?2024?Meta?尼?2?盟?愿17?#Olympic2021、24?#RoutineRoutetoWin?hashtag?Meet Intelligence?57AWARE?IP?IP?IP?KOL?Tineco?Petkit?2024?匹?Meta?IG?尼?封?KOL?Sphynx.cat.us?IG?封?Po?2.7?IP?2024?2?Govee?务?Meta?IG?TikTok封?务TikTok?17.8?TikTok?4?+?Meet Intelligence?58INTEREST?KOL?/KOL?的?KOL?/KOL?KOL?YouTube?127?3C?KOL Engineering Facts?YouTube?231?YouTube?22、39?3C?KOL Munk TV?YouTube?9?YouTube?57?Sasha_Elena_Real?YouTube?3631?KOL?KOL KOL?50W10-50W5-10W5WKOL?Meet Intelligence?59INTEREST?YouTube务?务?务?封?聆?愿?愿?模?聆?务?封?Meet Intelligence?60?INTEREST?务?务?务?务?务?Community-Blog?Home Security?Product&Innovation?太太?TikTok?YouTube?尼?封?导?盟?盟?封?封?Meet Intelligence?61P23、URCHASE?封?务?愿?DTC?务?务?聆?Meet Intelligence?62PURCHASE?DTC?研?务?导?社?务?尼?Meet Intelligence?63PURCHASE?(UGC)?务?导?务?务?Eufy Moments?尼?Meet Intelligence?64LOYALTY?确?Eufy?Meta?务?3.8?封?10?务?封?/?65?50?KOL?&?AI?&?10?+?200?+?SEO?研?研?研?研BI?EDM/?Meta?CDP?研?研?66?67?Meet Intelligence?Meet Intelligence?10?6?10?研?10?研?8,800?务?68?导?务?务?