全球智能音箱市场前景及投资研究报告-培训课件外文版2024.4

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TRENDSSmartspeakersCHAPTER

01OverviewRevenueoftheconsumerelectronicsmarketworldwidefrom2018to2028(inbillionU.S.dollars)Revenueoftheconsumerelectronicsindustryworldwide2018-20281,4001,2001,0008006004002000201820192020202120222023202420252026202720283Description:Theglobalrevenueintheconsumerelectronicsmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal130.4billionU.S.dollars(+12.46percent).Afterthefourthconsecutiveincreasingyear,theindicatorisestimatedtoreach1.2trillionU.S.dollarsandthereforeanewpeakin2028.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsSmartspeakermarketrevenuefrom2018to2028(inbillionU.S.dollars)Smartspeakermarketrevenueworldwide2018-20283027.8125.9323.9925201510522.0920.1818.2716.1313.7410.6220207.645.19020182019202120222023202420252026202720284Description:Theglobalrevenueinthe'SmartSpeakers'segmentoftheconsumerelectronicsmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal7.6billionU.S.dollars(+37.66percent).Afterthetenthconsecutiveincreasingyear,theindicatorisestimatedtoreach27.81billionU.S.dollarsandthereforeanewpeakin2028.Notably,therevenueofthe'SmartSpeakers'segmentoftheconsumerelectronicsmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsRevenuegrowthofthesmartspeakersindustryWorldwide2019-2028Smartspeakermarketrevenuegrowthworldwide2019-202850%45%40%35%30%25%20%15%10%5%0%20192020202120222023202420252026202720285Description:Theglobalrevenuechangeinthe'SmartSpeakers'segmentoftheconsumerelectronicsmarketwasforecasttocontinuouslydecreasebetween2024and2028byintotal3.2percentagepoints.Aftertheninthconsecutivedecreasingyear,theindicatorisestimatedtoreach7.23percentandthereforeanewminimumin2028.ReadmoreNote(s):Worldwide;2019to2028Source(s):ConsumerMarketInsightsSmartHomerevenueforecastpersegmentintheWorldfrom2020to2028(inmillionU.S.dollars)SmartHomerevenuepersegmentforecastintheWorlduntil2028SmartAppliancesControl&ConnectivitySecurityComfort&LightingHomeEntertainmentEnergyManagement250,000200,000150,000100,00050,00002020202120222023202420252026202720286Description:Therevenueisforecasttoexperiencesignificantgrowthinallsegmentsin2028.Thetrendobservedfrom2020to2028remainsconsistentthroughouttheentireforecastperiod.Thereisacontinuousincreaseintheindicatoracrossallsegments.Notably,theSmartAppliancessegmentachievesthehighestvalueof92.2billionU.S.dollarsat2028.ReadmoreNote(s):Worldwide;2020to2028Source(s):SalesvolumeofthesmartspeakersindustryWorldwide2018-2028(inmillionunits)SalesvolumeofthesmartspeakersindustryWorldwide2018-2028400350300250200150100500201820192020202120222023202420252026202720287Description:Theglobalvolumeinthe'SmartSpeakers'segmentoftheconsumerelectronicsmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal108.2millionpieces(+47.56percent).Afterthetenthconsecutiveincreasingyear,theindicatorisestimatedtoreach335.7millionpiecesandthereforeanewpeakin2028.Notably,thevolumeofthe'SmartSpeakers'segmentoftheconsumerelectronicsmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsSmartspeakerunitshipmentsworldwidein2022and2027(inmillions)Smartspeakerunitshipmentsworldwide202714012010080132.9122.5116.4106.96040200202220232026*2027*8/statistics/942869/worldwide-smart-speaker-unit-shipmentIn2023,around107millionsmartspeakerswereshippedglobally,occupyingaround12percentofthesmarthomedevicemarket.Thenumberofshipmentsisforecasttoincreaseinthecomingyears,reachingaround122.5millionunitsby2027.

ReadmoreNote(s):2023;*ForecastReadmoreSource(s):IDCAveragesmartspeakerspriceWorldwide2018-2028(inU.S.dollars)AveragesmartspeakerspriceWorldwide2018-20288583.388381797775737169676581.2579.1477.0174.972.7771.24202470.06202569.13202668.38202767.5920282018201920202021202220239Description:Theglobalpriceperunitinthe'SmartSpeakers'segmentoftheconsumerelectronicsmarketwasforecasttocontinuouslydecreasebetween2024and2028byintotal3.7U.S.dollars.Afterthetenthconsecutivedecreasingyear,theindicatorisestimatedtoreach67.59U.S.dollarsandthereforeanewminimumin2028.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsCHAPTER

02SmarthomedevicesSmarthomedevicesunitshipmentsworldwidefrom2018to2027,bycategory(inmillions)Globalshipmentforecastforsmarthomedevices2018-2027,bycategoryVideoEntertainmentHomeMonitoring/SecurityLightingSmartSpeakerThermostatOthers1,6001,4001,2001,00080060040020002018201920202021202220232024*(Sep.2020)2025*(Mar.2021)2026*(Oct.2022)2027*(Jun.2023)11Description:Theglobalshipmenttotalforsmarthomedevicesreachedaround857millionunitsin2023,with278millionofthosecomingfromthevideoentertainmentcategoryalone.Ofthespecificallydescribedtypesofdevices,lightingisthesectionthatisexpectedtogrowthemostbetween2023and2027ataCAGRof13.6percent.ReadmoreNote(s):Worldwide;2018to2022;*Forecast.ReadmoreSource(s):IDCBluetoothaudiodeviceshipmentsworldwidefrom2015to2027(inbillionunits)GlobalBluetoothaudiodeviceshipments2015-20272.01.81.61.41.21.841.741.671.571.461.361.271.181.141.031.00.80.60.40.20.00.920.80.77201520162017201820192020202120222023*2024*2025*2026*2027*12Description:AnnualBluetoothaudiodeviceshipmentsworldwidestoodat1.36billionunitsin2022.Yearlyshipmentsareforecasttoreach1.84billionunitsin2027.Majorusecasesforbluetoothconnectedaudiodevicesarewirelessheadsets,wirelessspeakers,andin-carsystems.ReadmoreNote(s):Worldwide;2015to2022;*Forecast.ReadmoreSource(s):ABIResearch;BluetoothSIGNumberofhouseholdswithsmarthomeproductsandservicesinuseworldwidefrom2017to2027(inmillions)Householdswithsmarthomesystemsworldwide2017-202760050053340239438140035930630020010002762542191862017201820192020202120222023**2024**2025**2027*13Description:Thenumberofhouseholdsworldwideusingsmarthomeproductsandservicesisforecasttoreachnearly400millionin2022.By2022,thenumberofsmartsystemhomesncreasedevenfurthertoalmost400million.Thisisastrongergrowththanpreviouslyexpectedin2021ascanbeseenbythelowerestimatesfor2023-2025.ReadmoreNote(s):Worldwide;2017to2022;*Forecast**Forecastfrom2021ReadmoreSource(s):StrategyAnalyticsCHAPTER

03CompaniesBestwirelessspeakerssellingforunder200eurosworldwideasofDecember2023,byDxOMarkscoreBestwirelessspeakersunder200eurosworldwide2023,byDxOMarkscoreDxOMarkoverallscore600204080100120140SoundcoreMotionX600SonosOne132129127125124JBLCharge5BoseSoundlinkFlexAmazonEchoStudioSonosRoam114113112109109SonySRS-XB33GoogleNestAudioAmazonEcho(4thGen)XiaomiMiSmartSpeakerHD15/statistics/1202675/essential-wireless-speakers-worldwideThetop-endwirelessspeakersfromSoundcoreMotionX600theleadinDxOMarkrankingforspeakersunder200euros,offeringacombinationoffeaturestostayconnectedandbestinclassaudio.SonosOnerankedsecond,withascoreof129.

ReadmoreNote(s):Worldwide;May2022;DxOMarkrankingSource(s):DxOMarkBestwirelessspeakersfrom200to499eurosworldwideasofDecember2023,byDxOMarkscoreBestwirelessspeakersfrom200to499eurosworldwide2023,byDxOMarkscoreDxOMarkoverallscore600204080100120140160HarmanKardonCitation200SonosFive147147GoogleHomeMaxMarshallStanmoreIITeufelBoomster145144139KlipschTheThreeIIAudioProC10MKIIJBLXtreme3137136136136135YamahaMusicCast50LGXBoomRP416Description:HarmanKardonCitation200takesthefirstspotintheDxOMarkrankingofwirelessspeakersintherangeof200to499euros,withthesamescoreasSonosFiveatthesecondspot.Allspeakersinthiscategorywiththeintegrationofvoiceassistantsaddvaluebyservingasasmartspeaker.ReadmoreNote(s):Worldwide;2023;DxOMarkrankingSource(s):DxOMarkTenhighestratedsmartspeakersworldwideforrelaxingactivitiesasofJanuary2024GloballeadingsmartspeakersforrelaxingasofJanuary2024180158160140120100801481451411411401391391371376040200Bowers&WilkinsFormationBowers&WilkinsZeppelinCabasseThePearlAkoyaMarshallStanmoreIISonosFiveKlipschTheThreeIIJBLL75msMusicSystemRuarkAudio

GoogleHome

SonosEra100R410

Max17Description:BowersandWilkinsbrandedwirelessspeakersremainthehighest-ratedpieceofhometechforrelaxingactivities.Thiscanrangefromanythingbetweenrelaxingmusicwhilereadingorsimplyhavingaudiobooksongoinginthebackground.Whileinnowayabadspeaker,theSonosEra100surprisinglyrankedtheleastoutofthetoptenforrelaxingactivities,withascore14percentagepointslowerthanitstopcompetitor.ReadmoreNote(s):Worldwide;2024Source(s):DxOMarkTenhighestratedsmartspeakersworldwideforpartyrelatedactivitiesasofJanuary2024GloballeadingsmartspeakersforpartyingfromasofJanuary2024DXOmarksperformanceandqualityscore40

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80020100120140160155150148180Bowers&WilkinsFormationWedgeHarmanKardonCitation200SonosFiveBang&OlufsenBeosoundBalanceGoogleHomeMax141140139138137137137NaimMu-so2ndGenerationLGXBoomRP4AmazonEchoStudioBowers&WilkinsZeppelinDevialetPhantomII98dBOpéraDeParis18Description:BowersandWilkinsbrandedwirelessspeakersremainthehighest-ratedpieceofhometechforparties.Partymoodsoftenrequirespeakerswithgoodperformanceandcapacitytoproducehighqualitysoundevenathighvolumeswithoutdisruptingtheequilibriumofeachsong.BothGoogleandAmazonhavespeakersinthetopten,demonstratingthecapabilitiesoftheselargecompaniesindevelopingtechnologyoutsideoftheirspecialty.ReadmoreNote(s):Worldwide;2024Source(s):DxOMarkTenhighestratedsmartspeakersworldwideforhomecinemaandmoviesasofJanuary2024GloballeadingsmartspeakersforhomecinemaasofJanuary2024DXOmarksperformanceandqualityscore40

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80020100120140135134160JBLL75msMusicSystemBowers&WilkinsFormationWedgeRuarkAudioR410128126123119GoogleHomeMaxSonosFiveHarmanKardonCitation200MarshallStanmoreIIBowers&WilkinsZeppelinSonosEra100118117117SonosOne11619Description:TheJBLserieswirelesssmartspeakeristhehighest-ratedspeakerforhomecinemaandmovieactivities.Thistypeofactivityrequiresaclarityofsoundandgranularitytoensureclearaudioforvoicesandmusiccombined.BowersandWilkinshadtwocontributionstothislist,underscoringastrongunderlyingdesigninspeakercreation.ReadmoreNote(s):Worldwide;2024Source(s):DxOMarkUnitsalesoftheAppleHomePodfrom2018to2022(inmillions)AppleHomePodsales2018-20221614.813.614121089.85.964.24202018201920202021202220/statistics/1421706/apple-homepod-unit-salesTheglobalannualsalesofAppleHomePods,Apple'ssmartspeakers,increasedbetween2018and2022.Thenumberofunitsalesreacheditspeakin2021,whenalmost15millionHomePodsweresold.In2022,thisnumberamountedto13.5million.

ReadmoreNote(s):Worldwide;2018to2022Source(s):BusinessofApps;StrategyAnalyticsCHAPTER

04ConsumptionMostownedsmartspeakerbrandasofDecember2023,bycountryMostpopularsmartspeakerbrandsinselectedcountries2023Shareofrespondents0%10%20%30%40%50%60%70%69%UnitedKingdom:AmazonEchoGermany:AmazonEchoBrazil:AmazonEcho73%67%UnitedStates:AmazonEchoIndia:AmazonEcho64%61%Canada:AmazonEchoSweden:GoogleHomeNetherlands:GoogleHomeChina:AppleHomePodSouthKorea:KT49%38%37%31%29%22Description:ThedisplayeddataonthemostpopularsmartspeakerbrandsshowsacountrycomparisonfromtheConsumerInsightsGlobalsurvey2023.IntheUnitedKingdom,themostownedsmartspeakerbrandwasAmazonEcho.Some73percentofUKrespondentswhoownedasmartspeakerownedanAmazonEcho,asofDecember2023.

ReadmoreNote(s):239-2,781respondents,differsbycountry;18-64years;respondentswhoownasmartspeakerSource(s):ConsumerInsightsSmartspeakerownershipbybrandintheU.S.asofDecember2023SmartspeakerownershipbybrandintheU.S.2023Shareofrespondents0%10%20%30%40%50%60%70%AmazonEchoGoogleHomeAppleHomePodGoogleNestBose64%24%18%17%16%JBLSony12%12%EufyGenieFabriq9%8%7%6%6%5%LenovoHarmanKardonPanasonicSonos23Description:WeaskedU.S.consumersabout"Smartspeakerownershipbybrand"andfoundthat"AmazonEcho"takesthetopspot,while"ZoloMojo"isattheotherendoftheranking.ReadmoreNote(s):UnitedStates;JanuarytoDecember2023;2781respondents;18-64years;respondentswhoownasmartspeaker(Housing&householdequipment,Internet&devices)Source(s):ConsumerInsightsSmartspeakerownershipbybrandintheUKasofDecember2023SmartspeakerownershipbybrandintheUK2023Shareofrespondents0%10%20%30%40%50%60%70%80%AmazonEchoGoogleHomeAppleHomePodGoogleNestBose73%15%13%10%7%JBLSonosSony5%5%5%EufyGenieFabriqHarmanKardonMarshall4%3%3%2%1%ILuvAudClick24Description:WeaskedUKconsumersabout"Smartspeakerownershipbybrand"andfoundthat"AmazonEcho"takesthetopspot,while"ZoloMojo"isattheotherendoftheranking.ReadmoreNote(s):UnitedKingdom;JanuarytoDecember2023;1462respondents;18-64years;respondentswhoownasmartspeaker(Housing&householdequipment,Internet&devices)Source(s):ConsumerInsightsShareofadultswhoownasmartspeakerintheUnitedKingdom(UK)in2023,byagegroupOwnershipofsmartspeakersintheUnitedKingdom(UK)202360%50%48%50%40%30%20%10%0%46%44%41%33%19%18to24yearolds25to34yearolds35to44yearolds45to54yearolds55-64yearolds65-74yearolds75+yearolds25Description:Duringa2023surveyconductedintheUnitedKingdom,itwasfoundthat46ercentofrespondentsagedbetween35and44yearsownedasmartspeaker.Respondentsagedbetween45and54yearsoldrecordedthehighestshareofspeakerowners,50percent,followedcloselybythosebetween25and34yearsold.ReadmoreNote(s):UnitedKingdom;2023;3,997respondents;18yearsandolderSource(s):OfcomSmartspeakerownershipbybrandinGermanyasofDecember2023SmartspeakerownershipbybrandinGermany2023Shareofrespondents0%10%20%30%40%50%60%70%AmazonEchoAppleHomePodGoogleHomeGoogleNestJBLEufyGenieHarmanKardonSony69%15%13%9%7%6%5%5%4%FabriqLenovoSonos4%4%PanasonicILive3%2%26Description:WeaskedGermanconsumersabout"Smartspeakerownershipbybrand"andfoundthat"AmazonEcho"takesthetopspot,while"Pure"isattheotherendoftheranking.ReadmoreNote(s):Germany;JanuarytoDecember2023;1484respondents;18-64years;respondentswhoownasmartspeaker(Housing&householdequipment,Internet&devices)Source(s):ConsumerInsightsSmartspeakerownershipbybrandinFranceasofDecember2023SmartspeakerownershipbybrandinFrance2023Shareofrespondents0%5%10%15%20%25%30%35%40%45%AmazonEchoGoogleHomeAppleHomePodBose43%35%12%11%10%GoogleNestJBL9%Sony6%EufyGenieLGMarshallPanasonicFabriq3%3%3%3%2%2%HarmanKardon27Description:WeaskedFrenchconsumersabout"Smartspeakerownershipbybrand"and