台湾消费电子行业市场前景及投资研究报告-培训课件外文版2024.4

INDUSTRIES

&

MARKETSConsumerelectronicsinTaiwanCHAPTER

01OverviewRevenueoftheglobalconsumerelectronicsmarketin2023,bysegment(inbillionU.S.dollars)Consumerelectronicsmarketrevenueworldwide2023,bysegmentRevenueinbillionU.S.dollars050100150200250300350400450500498.32550TelephonyComputing314.76TV,Radio&MultimediaGamingEquipmentTVPeripheralDevicesDrones190.4932.8911.123.993Description:Concerningthesixselectedsegments,thesegmentTelephonyhasthelargestrevenuewith498.32billionU.S.dollars.Contrastingly,Dronesisrankedlast,with3.99billionU.S.dollars.Theirdifference,comparedtoTelephony,liesat494.33billionU.S.dollars.ReadmoreNote(s):Worldwide;Jan1sttoDec31st2023Source(s):ConsumerMarketInsightsSalesofleadingconsumerelectronic(CE)companiesworldwidein2023(inbillionU.S.dollars)SalesoftheleadingCEcompaniesworldwide2023SalesinbillionU.S.dollars150

200050100250300350400450AppleSamsungElectronicsSony385.1220.0785.15LenovoGroupLGElectronicsPanasonic66.0163.3162.27Xiaomi41.73GreeElectricAppliancesNVIDIA27.5126.9724.04TCLPhilips18.7412.7Nintendo4Description:Appleisoneofthemostpopularbrandsglobally,rankingnumberoneamongotherconsumerelectronicscompaniesontheForbeslistwithsalesof385.1billionU.S.dollarsasof2023.Thesecond-largestcompanybysalesonthislistwasSamsungElectronics,withover220billionU.S.dollarsinsalesthesameyear.ReadmoreNote(s):Worldwide;2023Source(s):ForbesRevenueofconsumerelectronicsinTaiwanfrom2018to2023withestimatesuntil2028(inbillionU.S.dollars)MarketsizeofconsumerelectronicsinTaiwan2018-202876543210201820192020202120222023*2024*2025*2026*2027*2028*5Description:In2023,therevenueoftheconsumerelectronicssegmentinTaiwanamountedtoaround5.3billionU.S.dollars,withthetelephonysegmentaccountingforthelargesshareofthemarket.Atthesametime,theaveragerevenuepercapitaexceeded220U.S.dollars.ReadmoreNote(s):Taiwan;2018to2023;*Forecast.DatashownisusingcurrentexchangeratesandreflectsmarketimpactsoftheRussia-Ukrainewar.ReadmoreSource(s):ConsumerMarketInsightsCHAPTER

02MarketsegmentsRevenueofcomputingsegmentinTaiwanfrom2018to2023withestimatesuntil2028(inbillionU.S.dollars)MarketsizeofcomputinginTaiwan2018-20281.81.671.61.41.21.00.80.60.40.20.01.521.511.511.481.471.431.431.431.421.42018201920202021202220232024*2025*2026*2027*2028*7Description:In2023,therevenueofthecomputingsegmentinTaiwanamountedtoaround1.43billionU.S.dollars,withtheoverallconsumerelectronicssegmentexceedingamarketsizeof5.2billionU.S.dollars.Atthesametime,theaverageconsumerelectronicsrevenuepercapitaexceeded220U.S.dollars.ReadmoreNote(s):Taiwan;2018to2023;*Forecast.DatashownisusingcurrentexchangeratesandreflectsmarketimpactsoftheRussia-Ukrainewar.ReadmoreSource(s):ConsumerMarketInsightsRevenueofdronesegmentinTaiwanfrom2018to2023withestimatesuntil2028(inmillionU.S.dollars)MarketsizeofdroneinTaiwan2018-2028252022.221.921.720.920.218.716.816.114.814.61510513.802018201920202021202220232024*2025*2026*2027*2028*8Description:In2023,therevenueofthedronesegmentinTaiwanamountedtoaround19millionU.S.dollars,withtheoverallconsumerelectronicssegmentexceedingamarketsizeof5.2billionU.S.dollars.Atthesametime,theaverageconsumerelectronicsrevenuepercapitaexceeded220U.S.dollars.ReadmoreNote(s):Taiwan;2018to2023;*Forecast.DatashownisusingcurrentexchangeratesandreflectsmarketimpactsoftheRussia-Ukrainewar.ReadmoreSource(s):ConsumerMarketInsightsRevenueofgamingequipmentsegmentinTaiwanfrom2018to2023withestimatesuntil2028(inmillionU.S.dollars)MarketsizeofgamingequipmentinTaiwan2018-2028450400400.6392.5388370.1353.7347.9344.435030025020015010050285.1216.3199.9182.702018201920202021202220232024*2025*2026*2027*2028*9Description:In2023,therevenueofthegamingequipmentsegmentinTaiwanamountedtoaround350millionU.S.dollars,withtheoverallconsumerelectronicssegmentexceedingamarketsizeof5.2billionU.S.dollars.Atthesametime,theaverageconsumerelectronicsrevenuepercapitaexceeded220U.S.dollars.ReadmoreNote(s):Taiwan;2018to2023;*Forecast.DatashownisusingcurrentexchangeratesandreflectsmarketimpactsoftheRussia-Ukrainewar.ReadmoreSource(s):ConsumerMarketInsightsRevenueoftelephonysegmentinTaiwanfrom2018to2023withestimatesuntil2028(inbillionU.S.dollars)MarketsizeoftelephonyinTaiwan2018-20283.02.542.522.522.482.452.432.52.01.51.00.50.02.262.222.162.112.032018201920202021202220232024*2025*2026*2027*2028*10Description:In2023,therevenueofthetelephonysegmentinTaiwanamountedtoaround2.5billionU.S.dollars,withtheoverallconsumerelectronicssegmentexceedingamarketsizeof5.2billionU.S.dollars.Atthesametime,theaverageconsumerelectronicsrevenuepercapitaexceeded220U.S.dollars.ReadmoreNote(s):Taiwan;2018to2023;*Forecast.DatashownisusingcurrentexchangeratesandreflectsmarketimpactsoftheRussia-Ukrainewar.ReadmoreSource(s):ConsumerMarketInsightsRevenueofTV,radioandmultimediasegmentinTaiwanfrom2018to2023withestimatesuntil2028(inmillionU.S.dollars)MarketsizeofTV,radioandmultimediainTaiwan2018-20281,2001,0451,0451,0501,0251,006976.31,0008006004002000931.1898.2886.6863.8846.52018201920202021202220232024*2025*2026*2027*2028*11Description:In2023,therevenueoftheTV,radioandmultimediasegmentinTaiwanamountedtoaround976millionU.S.dollars,withtheoverallconsumerelectronicssegmentexceedingamarketsizeof5.2billionU.S.dollars.Atthesametime,theaverageconsumerelectronicsrevenuepercapitaexceeded220U.S.dollars.ReadmoreNote(s):Taiwan;2018to2023;*Forecast.DatashownisusingcurrentexchangeratesandreflectsmarketimpactsoftheRussia-Ukrainewar.ReadmoreSource(s):ConsumerMarketInsightsRevenueofTVperipheraldevicesegmentinTaiwanfrom2018to2023withestimatesuntil2028(inmillionU.S.dollars)MarketsizeofTVperipheraldeviceinTaiwan2018-20281009089.584.279.38072.570605040302010066.360.65552.452.448.247.82018201920202021202220232024*2025*2026*2027*2028*12Description:In2023,therevenueoftheTVperipheraldevicessegmentinTaiwanamountedtoaround61millionU.S.dollars,withtheoverallconsumerelectronicssegmentexceedingamarketsizeof5.2billionU.S.dollars.Atthesametime,theaverageconsumerelectronicsrevenuepercapitaexceeded220U.S.dollars.ReadmoreNote(s):Taiwan;2018to2023;*Forecast.ReadmoreSource(s):ConsumerMarketInsightsCHAPTER

03ProductionAnnualproductionvalueofcomputers,electronic,andopticalproductsinTaiwanfrom2012to2022(inbillionNewTaiwanDollars)ProductionvalueofelectronicandopticaldevicesinTaiwan2012-20221,4001,2001,150.311,000812.8909.33823.71780.33763.388006004002000741.76697.29648.86636.41641.022012201320142015201620172018201920202021202214Description:In2022,theproductionvalueofcomputers,electronicandopticaldevicesinTaiwanreached1,150billionNewTaiwandollars,whichwasasignificantincreasefromthepreviousyear.Since2012,theregion'sproductionvalueofelectronicsdecreasedwhereastheyear2019markedthefirstsignofatrendreversal.ReadmoreNote(s):Taiwan;2012to2022Source(s):MOEA(Taiwan);TaiwanNationalStatisticsProductionvalueofportablecomputerinTaiwanfrom2012to2022(inbillionNewTaiwandollars)ProductionvalueofportablecomputerinTaiwan2012-2022807060504072.461.357.553.6740.2740.0927.7420163019.182010015.98201514.87201212.492013201420172018201920202021202215Description:In2022,theproductionvalueofportablecomputersinTaiwanamountedtoover72billionNewTaiwandollars.Theregion'scomputermanufacturingsectorhadreachedthehighestoutputsince2004.ItwasduetoTaiwan'ssuccessfulCOVID-19strategy,risingtensionsbetweenmainlandChinaandtheUnitedStates,andseveralgovernmentinitiatives.TheActionPlanforWelcomingOverseasTaiwaneseBusinessestoReturntoInvestinTaiwanwaslaunchedin2019andwaspartly[...]

ReadmoreNote(s):Taiwan;2012to2022Source(s):MOEA(Taiwan)ProductionvalueoftelephonesetsinTaiwanfrom2012to2022(inmillionNewTaiwandollars)ProductionvalueoftelephonesetsinTaiwan2012-2022700576.236005004003002001000485.98459.19344.16343.78340.25329.38285.07232.95219.322019200.33202020122013201420152016201720182021202216Description:TheproductionvalueoftelephonesetsinTaiwanin2022amountedtoalmost344millionNewTaiwandollars,around101millionmorethaninthepreviousyear.EspeciallythecompetitionfrommainlandChinaimpactsthephoneindustryontheisland.TheTaiwanesegovernmentwantstohelpthelocaleconomythroughincentives,suchastheActionPlanforWelcomingOverseasTaiwaneseBusinessestoReturntoInvestinTaiwan.ReadmoreNote(s):Taiwan;2012to2022Source(s):MOEA(Taiwan)ProductionvalueofloudspeakersandmicrophonesinTaiwanfrom2012to2022(inbillionNewTaiwandollars)ProductionvalueofloudspeakersandmicrophonesinTaiwan2012-20223.02.512.422.432.52.01.51.00.50.02.372.352.362.352.322.322.011.732012201320142015201620172018201920202021202217Description:In2022,theproductionvalueofloudspeakersandmicrophonesinTaiwanamountedtotwobillionNewTaiwandollars.Comparedtotheproductionvalue,theoutputvolumedecreasedatahigherratefromover10millionpiecestooverthreemillionpiecesoverthelastdecade.ReadmoreNote(s):Taiwan;2012to2022Source(s):MOEA(Taiwan)Productionvalueofthinfilmtransistor-liquidcrystaldevicesinTaiwanfrom2012to2022(inbillionNewTaiwandollars)ProductionvalueofLCDtelevisionsinTaiwan2012-2022800689.1688.23673.867006005004003002001000613.62577.08529.36496.13455.23428.07406.42352.842012201320142015201620172018201920202021202218Description:TheproductionvalueofLCDscreensinTaiwanin2022amountedtoaround353billionNewTaiwandollars,asignificantdecreasecomparedtothepreviousyear.Televisionsarenottheregion'sprimaryproduct.Comparedtootherelectricdevices,suchaslaptopsandsmartphones,theproductionvalueoftelevisionswasrelativelysmall.NotableTaiwanesetelevisionmakersincludeTatung,Teco,andBenQ.

ReadmoreNote(s):Taiwan;2012to2022Source(s):MOEA(Taiwan)CHAPTER

04ExportExportvalueofelectricalmachineryandequipmentinTaiwanfrom2011to2023(inbillionU.S.dollars)AnnualexportvalueofelectricalmachineryandequipmentinTaiwan2011-2023300250200150246.68222.65218.77173.53147.26144.24141.3123.37124.05118.12114.28112.55109.03100500201120122013201420152016201720182019202020212022202320Description:TheexportvalueofelectricalmachineryandequipmentinTaiwanamountedtoover222billionU.S.dollars,an10percentdecreasecomparedtothepreviousyear.Theproductcategoryincludessoundequipment,TVequipment,andadditionalrelatedaccessories.ReadmoreNote(s):Taiwan;2011to2023Source(s):BOFT(Taiwan)ExportvalueofnotebooksinTaiwanfrom2011to2023(inmillionU.S.dollars)AnnualexportvalueoflaptopsinTaiwan2011-20233,0002,5002,0002,565.112,340.52,186.961,975.781,744.221,604.31,487.551,5001,00050001,348.491,006.49771.532014604.142015536.762013450.62201220112016201720182019202020212022202321Description:TheexportvalueofnotebooksinTaiwanin2022amountedtoover2.34billionU.S.dollars,aninepercentdecreasecomparedtothepreviousyear.Atthesametime,theimportvalueoflaptopsreachedover1.24billionU.S.dollars.NotablenotebooksbrandsfromTaiwanareAsus,GigabyteTechnology,andMicroStarInternational.ReadmoreNote(s):Taiwan;2011to2023Source(s):BOFT(Taiwan)ExportvalueofmobilephonesinTaiwanfrom2011to2023(inmillionU.S.dollars)AnnualexportvalueofmobilephonesinTaiwan2011-202312,00010,602.6510,0008,0006,065.255,753.556,0004,0002,00003,717.472,793.3620151,879.8620161,647.272017437.432018121.272019164.842020121.842021162.06202276.082023201120122013201422Description:TheexportvalueofmobilephonesinTaiwanuntil2023amountedto76millionU.S.dollars.Withinthepastdecade,theexportvalueofmobilephoneshaddecreasedfromover10billionU.S.dollarsin2011.OnthebackgroundofincreasingcompetitionfrommainlandChinesebrands,Taiwanesemanufacturerswereforcedtofindtheirpositioninthesmartphonemarket.ReadmoreNote(s):Taiwan;2011to2023Source(s):BOFT(Taiwan)ExportvalueofsingleandmultipleloudspeakersinTaiwanfrom2011to2023(inmillionU.S.dollars)AnnualexportvalueofspeakersinTaiwan2011-2023SinglespeakersMultiplespeakers35302520155.055.396.0527.1220221017.7520213.95.79202013.3120234.43.12.794.393.023.932.883.82503.963.0220113.163.463.583.4420133.273.74.574.13201220142015201620172018201923Description:In20232,Taiwanexportedover13millionU.S.dollarsworthofsingleloudspeakersandmorethansixmillionU.S.dollarsworthofmultipleloudspeakers.Eventhoughtheregionisalargeconsumerelectronicsmanufacturer,itimportedsignificantlymorespeakersthanitexported.UsherAudioandCalixInternationalCorp.arepopularTaiwanesespeakerbrands.ReadmoreNote(s):Taiwan;2011to2023Source(s):BOFT(Taiwan)Exportvalueofheadphones,earphones,andheadsetswithmicrophonesinTaiwanfrom2011to2023(inmillionU.S.dollars)AnnualexportvalueofheadsetsinTaiwan2011-2023HeadphonesEarphonesHeadsetswithmicrophones4540353025201510541.4332.3230.7429.5428.4826.626.1125.9126.3125.525.7525.3123.2617.5321.6221.2321.220.3716.9320.4416.0115.5713.9113.617.310.189.424.048.116.425.394.644.84.314.343.643.483.423.630201120122013201420152016201720182019202020212022202324Description:In2023,theexportvalueofheadphonesinTaiwanamountedtoover16millionU.S.dollars.Incontrasttothat,theexportvalueofearphonesandheadsetswithmicrophonesreached5.4millionU.S.dollarsand20.44millionU.S.dollars,respectively.Asus,CoolerMaster,andG.SkillarenotableTaiwaneseheadphonebrands.ReadmoreNote(s):Taiwan;2011to2023Source(s):BOFT(Taiwan)ExportvalueofcolortelevisionsinTaiwanfrom2011to2023(inmillionU.S.dollars)AnnualexportvalueofcolortelevisionsinTaiwan2011-2023700600500400300200607.33342.08105.46202210054.74202336.52201918.56.326.436.568.176.755.795.490201120122013201420152016201720182020202125Description:In2023,theexportvalueofcolortelevisionsinTaiwanamountedtoover54millionU.S.dollars.Inthelastthreeyears,theregionbecamealargeexporteroftelevisions,increasingtheexportvalueof5.5millionU.S.dollarsin2018totoday'svalue.NotableTaiwanesebrandsincludeTatung,Teco,andBenQ.ReadmoreNote(s):Taiwan;2011to2023Source(s):BOFT(Taiwan)CHAPTER

05ImportImportvalueofelectricalmachineryandequipmentinTaiwanfrom2011to2023(inbillionU.S.dollars)AnnualimportvalueofelectricalmachineryandequipmentinTaiwan2011-202314012010080127.66120.35107.4192.879.5275.2867.2959.0858.4157.25604020054.7154.5953.38201120122013201420152016201720182019202020212022202327Description:TheimportvalueofelectricalmachineryandequipmentinTaiwanamountedtoalmost107billionU.S.dollars,a16percentincreasecomparedtothepreviousyear.Theproductcategoryincludessoundequipment,TVequipment,andadditionalrelatedaccessories.ReadmoreNote(s):Taiwan;2011to2023Source(s):BOFT(Taiwan)ImportvalueofnotebooksinTaiwanfrom2011to2023(inmillionU.S.dollars)AnnualimportvalueoflaptopsinTaiwan2011-20232,5002,0002,107.381,979.961,5001,306.391,289.571,241.561,165.711,164.381,161.331,118.291,099.81,046.27924.091,0005000874.73201120122013201420152016201720182019202020212022202328Description:TheimportvalueofnotebooksinTaiwanin2023amountedtoover1.24billionU.S.dollars,a41percentdecreasecomparedtothepreviousyear.Atthesametime,theexportvalueoflaptopsreachedover2.34billionU.S.dollars.NotablenotebooksbrandsfromTaiwanareAsus,GigabyteTechnology,andMicroStarInternational.ReadmoreNote(s):Taiwan;2011to2023Source(s):BOFT(Taiwan)ImportvalueofmobilephonesinTaiwanfrom2011toAugust2023(inmillionU.S.dollars)AnnualimportvalueofmobilephonesinTaiwan2011-20234,0003,5003,402.943,314.123,298.823,190.662,917.592,908.762,871.392,873.573,0002,5002,0001,5001,0005002,753.872,483.772,098.241,375.491,190.860201120122013201420152016201720182019202020212022202329Description:TheimportvalueofmobilephonesinTaiwanuntil2023reachedaround1.19billionU.S.dollars.Withinthelastdecade,theregionhaddevelopedfromamobilephoneexportertoamobilephoneimporter.ApplesmartphoneswerethemostpopularbrandinTaiwan.ReadmoreNote(s):Taiwan;2011to2023Source(s):BOFT(Taiwan)ImportvalueofsingleandmultipleloudspeakersinTaiwanfrom2011to2023(inmillionU.S.dollars)AnnualimportvalueofspeakersinTaiwan2011-2023SinglespeakersMultiplespeakers10090807060504062.9359.3346.0238.5932.7834.8535.1229.6833.82302010026.125.7529.0723.0623.78202123.04202220.18202017.76201918.62202316.34201115.46201215.91201415.51201515.5414.95201312.84201613.232017201830Description:In2023,Taiwanimportedover18millionU.S.dollarsworthofsingleloudspeakersandalmost60millionU.S.dollarsworthofmultipleloudspeakers.Eventhoughtheregionisalargeconsumerelectronicsmanufacturer,itimportedsignificantlymorespeakersthanitexported.UsherAudioandCalixInternationalCorp.arepopularTaiwanesespeakerbrands.ReadmoreNote(s):Taiwan;2011to2023Source(s):BOFT(Taiwan)Importvalueofheadphones,earphones,andheadsetswithmicrophonesinTaiwanfrom2011to2023(inmillionU.S.dollars)AnnualimportvalueofheadsetsinTaiwan2011-2023HeadphonesEarphonesHeadsetswithmicrophones35030025020015010050287.3284.39280.18239.61198.36102.5684.8574.9771.2248.5713.3845.35.787.12201638.2210.5139.248.222.910.5219.0512.157.67.947.566.1120178.896.617.847.920196.557.4820207.917.3620216.236.2820227.736.8520234.58020112012201320142015201831Description:In2023,theimportvalueofheadphonesinTaiwanamountedtooversevenmillionU.S.dollars.Incontrasttothat,theexportvalueofearphonesandheadsetswithmicrophonesreached6.8millionU.S.dollarsand239millionU.S.dollars,respectively.Asus,CoolerMaster,andG.SkillarenotableTaiwaneseheadphonebrands.ReadmoreNote(s):Taiwan;2011to2023Source(s):BOFT(Taiwan)ImportvalueofcolortelevisionsinTaiwanfrom2011to2023(inmillionU.S.dollars)AnnualimportvalueofcolortelevisionsinTaiwan2011-2023200182.93180160145.3514012010080108.7191.488.4484.674.91201873.21202172.08201770.03201661.05201961.942022604024.54202320020112012201320142015202032Description:In2023,theimportvalueofcolortelevisionsinTaiwanamountedtoalmost25millionU.S.dollars.Comparedtothebeginningofthelastdecade,theimportvalueofTVshaddecreasedsignificantlyfrom182millionU.S.dollarsin2012.However,inthelasttwoyears,theregionbecamealargeexporteroftelevisions.NotableTaiwanesebrandsincludeTatung,Teco,andBenQ.ReadmoreNote(s):Taiwan;2011to2023Source(s):BOFT(Taiwan)CHAPTER

06ConsumerperspectivePercapitarevenueofconsumerelectronicsinTaiwanfrom2018to2023withestimatesuntil2028(inU.S.dollars)PercapitarevenueofconsumerelectronicsinTaiwan2018-2028250232.9232.2233.4226.9220.9221.7210.7207204.9197.7194.12001501005002018201920202021202220232024*2025*2026*2027*2028*34Description:Asof2023,theaveragepercapitarevenueoftheTaiwaneseconsumerelectronicsindustryamountedtoalmost221U.S.dollars.Accordingtotheforecast,theaveragerevenuewouldpeakataround233U.S.dollarsafter2026.

ReadmoreNote(s):Taiwan;2018to2023;*Forecast.ReadmoreSource(s):ConsumerMarketInsightsPercapitarevenueofconsumerelectronicsinTaiwanfrom2018to2023withestimatesuntil2028,bysegment(inU.S.dollars)PercapitarevenueofconsumerelectronicsinTaiwan2018-2028,bysegmentComputingDronesGamingequipmentTelephonyTV,radio,andmultimedia3.02TVperipherals250200150100503.313.513.7343.72.532.772.343.5443.522.192.242.742.0140.8141.992.0338.9737.1637.736.3335.68105.916.17105105.116.68103.515.44102.314.54101.514.7785.299.0893.0611.9594.7214.4190.7788.9216.350.617.78.40.680.910.910.920.870.620.680.70.780.8470.0163.0862.8863.3159.1359.4962.0859.6359.9159.8461.3302018201920202021202220232024*2025*2026*2027*2028*35Description:In2023,theaveragepercapitarevenueoftheTaiwanesetelephonysegmentamountedtoover102U.S.dollars,whichwasthelargestsubsectionoftheconsumerelectronicsindustry.Atthesametime,theaveragepercapitaexpenditureforconsumerelectronicsreachedalmost221U.S.dollars.Accordingtotheforecast,theaveragerevenuewouldpeakataround233U.S.dollarsafter2026.

ReadmoreNote(s):Taiwan;2018to2023;*Forecast.ReadmoreSource(s):ConsumerMarketInsightsOwnershiprateofelectronicdevicesinTaiwanin2020,bytypePenetrationrat