全球头戴耳机和耳机市场前景及投资研究报告-培训课件外文版2024.4

DIGITAL

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TRENDSHeadphonesandearphonesCHAPTER

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):ConsumerMarketInsightsRevenueoftheglobalconsumerelectronicsmarketin2023,bysegment(inbillionU.S.dollars)Consumerelectronicsmarketrevenueworldwide2023,bysegmentRevenueinbillionU.S.dollars050100150200250300350400450500498.32550TelephonyComputing314.76TV,Radio&MultimediaGamingEquipmentTVPeripheralDevicesDrones190.4932.8911.123.994Description:Concerningthesixselectedsegments,thesegmentTelephonyhasthelargestrevenuewith498.32billionU.S.dollars.Contrastingly,Dronesisrankedlast,with3.99billionU.S.dollars.Theirdifference,comparedtoTelephony,liesat494.33billionU.S.dollars.ReadmoreNote(s):Worldwide;Jan1sttoDec31st2023Source(s):ConsumerMarketInsightsGlobalspendingondevices(PCs,tablets,mobilephones,andprinters)from2012to2024(inbillionU.S.dollars)ITdevicestotalspendingworldwide2012-2024900808.58800732.29717.05712712697699.7967667770060050040030020010006656496466302012201320142015201620172018201920202021202220232024*5Description:In2023,spendingondevicesamountedtonearly700billionU.S.dollarsglobally,adecreaseofaround2.4percentfromthepreviousyear.GlobalITspendingisexpectedtoreachapproximatelyfivetrillionU.S.dollarsin2024,increasingbyabout6.8percentcomparedto2023.Around732billionU.S.dollarswillbespentondevices.ReadmoreNote(s):Worldwide;2012to2024;IncludesPCs,ultramobiles,mobilephones,tabletsandprinters;*ForecastReadmoreSource(s):GartnerGlobalwearabledeviceshipmentsfrom2021to2027,byproductcategory(inmillions)Wearabledeviceshipmentsworldwide2021-2027,byproductcategoryEarwearSmartwatchWristbandClothingGlassesModular1,840.91Others2,5002,0001,5001,0005002,112.621,988.541,764.161,125.49565.17538.63552.06513.94438.05385.37199.4629.35396.43206.3628.74357.56178.3330.66371.65190.430.02339.62135.83341.55165.2333.78322.74151.8739.0255.22.781.963.410.95.717.047.11.147.914.278.418.4702021202220232024*2025*2026*2027*6Description:Thehighestshipmentvolumeinthewearabledevicessegmentwasseenamongglasses,witharoundonemillionunitsshippedin2023.Clothingfollowed,withshipmentsforecasttoreachover565millionunitsby2027.

ReadmoreNote(s):Worldwide;2021to2023;*ForecastReadmoreSource(s):IDCCHAPTER

02SegmentsRevenueoftheheadphonesmarketworldwidefrom2018to2028(inmillionU.S.dollars)Revenueoftheheadphonesindustryworldwide2018-202825,00020,00015,00010,0005,0000201820192020202120222023202420252026202720288Description:Theglobalrevenueinthe'Headphones'segmentoftheconsumerelectronicsmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal1.8billionU.S.dollars(+9.94percent).Accordingtothisforecastin2028,theindicatorwillhaveincreasedforthesixthconsecutiveyearto19.8billionU.S.dollars.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsRevenuegrowthoftheheadphonesmarketworldwidefrom2019to2028Revenuegrowthofheadphonesworldwide2019-202825%21.7%20%15%10%5%4.7%4.45%3.97%2.42%2.34%2.27%2.59%2.39%0%-5%-10%-15%-20%-15.27%20222019202020212023202420252026202720289Description:Theglobalrevenuechangeinthe'Headphones'segmentoftheconsumerelectronicsmarketwasforecasttodecreasebetween2024and2028byintotal0.03percentagepoints.Thisoveralldecreasedoesnothappencontinuously,notablynotin2027.Theindicatorisestimatedtoamountto2.39percentin2028.ReadmoreNote(s):Worldwide;2019to2028Source(s):ConsumerMarketInsightsRetailvalueofglobalheadphoneshipmentsfrom2013to2022(inbillionU.S.dollars)Worldwideretailvalueofheadphoneshipments2013-202260504030524844.635.122.92016.813.411.29.48.4100201320142015201620172018201920202021202210Description:Theretailmarketsizeoftheglobalheadphonesmarketoverallincreasedfrom2013to2022.In2022,theretailvalueofheadphoneshipmentsworldwideamountedto52billionU.S.dollars,upfromaround48billionU.S.dollarsrecordedinthepreviousyear.ReadmoreNote(s):Worldwide;2013to2022;*Forecast.

2017and2020figurescalculatedbySource(s):Futuresourcebasedoninitialfiguresprovidedbythesource.ReadmoreRevenuepercapitaoftheheadphonesmarketworldwidefrom2018to2028(inU.S.dollars)Revenuepercapitaofheadphonesworldwide2018-20283.02.632.542.472.432.52.392.362.322.282.222.12.032.01.51.00.50.02018201920202021202220232024202520262027202811Description:Theglobalaveragerevenuepercapitainthe'Headphones'segmentoftheconsumerelectronicsmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal0.2U.S.dollars(+8.62percent).Accordingtothisforecastin2028,theindicatorwillhaveincreasedforthesixthconsecutiveyearto2.47U.S.dollars.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsVolumeoftheheadphonesmarketworldwidefrom2018to2028(inmillions)Volumeofheadphonesworldwide2018-20281,4001,2001,00080060040020002018201920202021202220232024202520262027202812Description:Theglobalvolumeinthe'Headphones'segmentoftheconsumerelectronicsmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal142.8millionpieces(+12.14percent).Afterthesixthconsecutiveincreasingyear,theindicatorisestimatedtoreach1.3billionpiecesandthereforeanewpeakin2028.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsSalesvolumechangeofheadphonesworldwidefrom2019to2028Salesvolumechangeofheadphonesworldwide2019-202825%20%15%10%5%22.63%5.16%4.88%4.59%2.97%2.87%2.78%3.1%2.89%0%-5%-10%-15%-20%-15.23%202220192020202120232024202520262027202813Description:Theglobalindicator'VolumeGrowth'inthe'Headphones'segmentoftheconsumerelectronicsmarketwasforecasttodecreasebetween2024and2028byintotal0.1percentagepoints.Thisoveralldecreasedoesnothappencontinuously,notablynotin2027.Theindicatorisestimatedtoamountto2.89percentin2028.ReadmoreNote(s):Worldwide;2019to2028Source(s):ConsumerMarketInsightsPer-capitasalesvolumeofheadphonesworldwidefrom2018to2028Per-capitasalesvolumeofheadphonesworldwide2018-20280.20.170.20.20.160.160.160.160.20.20.20.10.10.10.10.10.150.150.150.140.130.132018201920202021202220232024202520262027202814Description:Theglobalaveragevolumepercapitainthe'Headphones'segmentoftheconsumerelectronicsmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal0.01pieces(+6.67percent).Theindicatorisestimatedtoamountto0.16piecesin2028.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsAverageheadphonespriceworldwidefrom2018to2028(inU.S.dollars)Averageheadphonespriceworldwide2018-202814.814.8314.814.8214.8214.8214.814.814.814.814.814.814.814.814.714.8114.8114.814.7914.7814.76201914.75201820202021202220232024202520262027202815Description:Theglobalpriceperunitinthe'Headphones'segmentoftheconsumerelectronicsmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal0.02U.S.dollars(+0.14percent).Theindicatorisestimatedtoamountto14.83U.S.dollarsin2028.Notably,thepriceperunitofthe'Headphones'segmentoftheconsumerelectronicsmarketwascontinuouslyincreasingoverthepastyears.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsUnitshipmentsofheadphonesworldwidefrom2013to2022(inmillions)Worldwideshipmentsofheadphones2013-20226005535495485004003002001000445380.7363349331.3309.5286201320142015201620172018201920202021202216Description:Globalheadphoneunitshipmentshasgrownconsiderablyfrom2013to2022.In2022,553millionheadphoneswereshippedworldwide,upfromaround309.5millionrecordedatthebeginningofthegivenperiod.

ReadmoreNote(s):Worldwide;2013to2022Source(s):FuturesourceCHAPTER

03CompaniesWearablesunitshipmentsworldwidebyvendorfrom1stquarter2014to3rdquarter2023(inmillions)Quarterlywearablesshipmentsworldwide2014-2023,byvendorAppleXiaomiHuaweiSamsungFitbitBoAtGarminJawboneBBKLifesenseFossilImaginemarketingOther180160140120100806040200Q1

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'2318Description:Appleistheleadingvendorintermsofworldwidewearablesunitshipments,withatotalunitshipmentofalmost30millionunitsinthethirdquarterof2023.ReadmoreNote(s):Worldwide;Q12014toQ32023Source(s):IDCMarketshareofwearablesunitshipmentsworldwidefrom1stquarter2014to3rdquarter2023,byvendorWearablesshipmentsworldwidemarketshare2014-2023,byvendorAppleXiaomiHuaweiSamsungFitbitBoAtGarminJawboneBBKLifesenseFossilImaginemarketingOther120%100%80%60%40%20%0%19Description:Appleisestablishingasolidholdonwearabledeviceunitshipmentswith20.2percentinthethirdquarterof2023,dominatingthemarket.ReadmoreNote(s):Worldwide;2014to2023Source(s):IDCQuarterlyglobaltruewirelessstereo(TWS)unitsshippedfrom2020to2023,bybrand(inmillions)GlobalTWSshipments2020-2023,bybrandAppleSamsungRedmiQCYHuaweiSkullcandyXiaomiboatEdifierSonyOthers12010080604020041.762.84.661.433.833.2363.729.66.97.81.330.425.95.26.521.357.26.86.63.23.610.713.722.34.93.54.39.23.33.365.34.13.31.12.52.96.52.63.13.72.54.540.45.85.233.728.425.323.420.821.718.117.515.5Q12020Q22020Q22021Q42020Q42021Q12022Q22022Q32022Q42022Q3202320Description:Appleisthegloballeaderinthetruewirelessstereo(TWS)market,shippingmore23millionunitsinthethirdquarterof2023.OtherTWSmanufacturersareslowlycatchingupwithApple,likeSamsungandXiaomi,whichshippedaroundnineandfourmillionTWSunitsinthesamequarter,respectively.ReadmoreNote(s):Worldwide;Q12020toQ32023Source(s):CanalysMarketshareoftheleadingtruewirelessstereo(TWS)vendorsfrom1stquarter2019to3rdquarter2023Leadingtruewirelessstereo(TWS)headsetvendorsworldwide2023AppleSamsungXiaomiQCYHuaweiSkullcandyboatEdifierOppoSonyOther120%100%80%60%40%20%0%31.1%2.3%31.2%38.8%1.9%39.4%39%40.2%3.1%43.3%3.4%44.3%7%45.3%3%48.3%49%4%55%56%5%4.5%3.9%0%5.6%7%3.5%3.2%5.4%9.2%6.7%1.5%14.6%3.6%10%3.6%8.4%4.8%7.3%6.7%7.5%5.2%4%10.3%4.2%9.1%4.4%4%4.1%7.9%4%5.3%9.3%7.5%6%8%11.5%32.6%9.5%6%6%3%9%8.8%4%8%48.1%41.4%38%39.3%38.9%35.8%31.8%27.8%29%26.5%22%21%Q12019Q12020Q22020Q42020Q12021Q22021Q42021Q12022Q22022Q32022Q42022Q12023Q3202321Description:Appleleadsthetruewirelessstereo(TWS)headsetmarket,accountingforaround21percentofthemarketasofthethirdquarterof2023.ApplebuilttheirstrongpositioninthemarketonthebackoftheAppleAirPodrange,andtherestofthemarketisstartingtogainground,withApple'soverallshareofthemarketfallingfrom48.1percentin2019to21percentattheendofthegivenperiod.ReadmoreNote(s):Worldwide;Q12019toQ32023Source(s):CanalysUnitsalesoftheAppleAirPodsfrom2017to2022(inmillions)AppleAirPodssales2017-2022120100806040200114858260351520172018201920202021202222Description:TheglobalannualsalesofAppleAirPodsfluctuatedbetween2017and2022.Afterpeakingat114millionunitsalesin2020,theannualsalesofApple'searpodsdecreased.In2022,thisnumberamountedto82millions.

ReadmoreNote(s):Worldwide;2017to2022Source(s):BusinessofApps;CounterpointResearch;StrategyAnalytics;TFInternationalSecuritiesCHAPTER

04ConsumptionMostusedheadphonesbybrandintheU.S.asofDecember2023MostusedheadphonesbybrandintheU.S.2023Shareofrespondents0%5%10%15%20%25%30%35%40%AppleBeats39%19%BoseJBLSamsungSony15%15%14%11%SkullcandyLG9%8%Anker6%AudioTechnicaBowers&WilkinsPanasonicPhilips5%4%4%4%24Description:WeaskedU.S.consumersabout"Mostusedheadphonesbybrand"andfoundthat"Apple"takesthetopspot,while"Marshall"isattheotherendoftheranking.ReadmoreNote(s):UnitedStates;JanuarytoDecember2023;5952respondents;18-64years;respondentswhouseheadphones(Housing&householdequipment,Internet&devices)Source(s):ConsumerInsightsMostusedheadphonesbybrandinCanadaasofDecember2023MostusedheadphonesbybrandinCanada2023Shareofrespondents0%5%10%15%20%25%30%AppleSony31%15%Beats14%Bose11%JBL10%10%SamsungSkullcandyMicrosoftSennheiserAfterShokzAnker7%4%4%3%3%3%JabraBang&Olufsen2%25Description:WeaskedCanadianconsumersabout"Mostusedheadphonesbybrand"andfoundthat"Apple"takesthetopspot,while"Xiaomi/Mi"isattheotherendoftheranking.ReadmoreNote(s):Canada;JanuarytoDecember2023;1234respondents;18-64years;respondentswhouseheadphones(Housing&householdequipment,Internet&devices)Source(s):ConsumerInsightsMostusedheadphonesbybrandintheUKasofDecember2023MostusedheadphonesbybrandintheUK2023Shareofrespondents0%5%10%15%20%25%30%35%AppleSamsungSony33%12%12%Beats10%Bose9%JBL8%Anker4%JVC4%4%4%SennheiserSkullcandyAKG3%3%3%Bang&OlufsenPanasonic26Description:WeaskedUKconsumersabout"Mostusedheadphonesbybrand"andfoundthat"Apple"takesthetopspot,while"Pioneer"isattheotherendoftheranking.ReadmoreNote(s):UnitedKingdom;JanuarytoDecember2023;2603respondents;18-64years;respondentswhouseheadphones(Housing&householdequipment,Internet&devices)Source(s):ConsumerInsightsMostusedheadphonesbybrandinGermanyasofDecember2023MostusedheadphonesbybrandinGermany2023Shareofrespondents0%5%10%15%20%25%30%AppleJBL30%19%SamsungBose12%9%Sony8%BeatsSennheiserPhilips6%6%5%Bang&OlufsenBeyerdynamicJabraPanasonicBowers&Wilkins3%3%3%3%2%27Description:WeaskedGermanconsumersabout"Mostusedheadphonesbybrand"andfoundthat"Apple"takesthetopspot,while"Skullcandy"isattheotherendoftheranking.ReadmoreNote(s):Germany;JanuarytoDecember2023;3882respondents;18-64years;respondentswhouseheadphones(Housing&householdequipment,Internet&devices)Source(s):ConsumerInsightsMostusedheadphonesbybrandinFranceasofDecember2023MostusedheadphonesbybrandinFrance2023Shareofrespondents0%5%10%15%20%25%30%35%AppleJBL33%20%SamsungBose13%11%11%SonyBeatsPhilipsJabra6%6%3%3%3%3%3%LGLogitechMarshallSennheiserBeatfoxx2%28Description:WeaskedFrenchconsumersabout"Mostusedheadphonesbybrand"andfoundthat"Apple"takesthetopspot,while"Thomson"isattheotherendoftheranking.ReadmoreNote(s):France;JanuarytoDecember2023;1053respondents;18-64years;respondentswhouseheadphones(Housing&householdequipment,Internet&devices)Source(s):ConsumerInsightsMostusedheadphonesbybrandinItalyasofDecember2023MostusedheadphonesbybrandinItaly2023Shareofrespondents0%5%10%15%20%25%AppleSamsungSony27%22%10%JBL9%BoseXiaomi/MiPhilips7%7%6%AukeyBeatsPanasonicAKGAudioTechnicaSennheiser3%3%3%2%2%2%29Description:WeaskedItalianconsumersabout"Mostusedheadphonesbybrand"andfoundthat"Apple"takesthetopspot,while"Marshall"isattheotherendoftheranking.ReadmoreNote(s):Italy;JanuarytoDecember2023;1309respondents;18-64years;respondentswhouseheadphones(Housing&householdequipment,Internet&devices)Source(s):ConsumerInsightsMostusedheadphonesbybrandinSpainasofDecember2023MostusedheadphonesbybrandinSpain2023Shareofrespondents0%5%10%15%20%AppleSamsungJBL21%16%9%Sony8%LG6%EnergySistemPhilips5%5%JVC4%BeatsBoseLogitechSennheiserPanasonic3%3%3%3%2%30Description:WeaskedSpanishconsumersabout"Mostusedheadphonesbybrand"andfoundthat"Apple"takesthetopspot,while"Skullcandy"isattheotherendoftheranking.ReadmoreNote(s):Spain;JanuarytoDecember2023;1380respondents;18-64years;respondentswhouseheadphones(Housing&householdequipment,Internet&devices)Source(s):ConsumerInsightsMostusedheadphonesbybrandinBrazilasofDecember2023MostusedheadphonesbybrandinBrazil2023Shareofrespondents0%5%10%15%20%25%30%SamsungJBL2