全球音响设备行业市场前景及投资研究报告-培训课件外文版2024.4

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TRENDSAudioandsoundequipmentCHAPTER

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):ConsumerMarketInsightsSmartHomerevenueforecastpersegmentintheWorldfrom2020to2028(inmillionU.S.dollars)SmartHomerevenuepersegmentforecastintheWorlduntil2028SmartAppliancesControl&ConnectivitySecurityComfort&LightingHomeEntertainmentEnergyManagement250,000200,000150,000100,00050,00002020202120222023202420252026202720285Description:Therevenueisforecasttoexperiencesignificantgrowthinallsegmentsin2028.Thetrendobservedfrom2020to2028remainsconsistentthroughouttheentireforecastperiod.Thereisacontinuousincreaseintheindicatoracrossallsegments.Notably,theSmartAppliancessegmentachievesthehighestvalueof92.2billionU.S.dollarsat2028.ReadmoreNote(s):Worldwide;2020to2028Source(s):Globalspendingondevices(PCs,tablets,mobilephones,andprinters)from2012to2024(inbillionU.S.dollars)ITdevicestotalspendingworldwide2012-2024900808.58800732.29717.05712712697699.7967667770060050040030020010006656496466302012201320142015201620172018201920202021202220232024*6Description:In2023,spendingondevicesamountedtonearly700billionU.S.dollarsglobally,adecreaseofaround2.4percentfromthepreviousyear.GlobalITspendingisexpectedtoreachapproximatelyfivetrillionU.S.dollarsin2024,increasingbyabout6.8percentcomparedto2023.Around732billionU.S.dollarswillbespentondevices.ReadmoreNote(s):Worldwide;2012to2024;IncludesPCs,ultramobiles,mobilephones,tabletsandprinters;*ForecastReadmoreSource(s):GartnerBluetoothaudiodeviceshipmentsworldwidefrom2015to2027(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*7Description:AnnualBluetoothaudiodeviceshipmentsworldwidestoodat1.36billionunitsin2022.Yearlyshipmentsareforecasttoreach1.84billionunitsin2027.Majorusecasesforbluetoothconnectedaudiodevicesarewirelessheadsets,wirelessspeakers,andin-carsystems.ReadmoreNote(s):Worldwide;2015to2022;*Forecast.ReadmoreSource(s):ABIResearch;BluetoothSIGSmarthomedevicesunitshipmentsworldwidefrom2018to2027,bycategory(inmillions)Globalshipmentforecastforsmarthomedevices2018-2027,bycategoryVideoEntertainmentHomeMonitoring/SecurityLightingSmartSpeakerThermostatOthers1,6001,4001,2001,00080060040020002018201920202021202220232024*(Sep.2020)2025*(Mar.2021)2026*(Oct.2022)2027*(Jun.2023)8Description:Theglobalshipmenttotalforsmarthomedevicesreachedaround857millionunitsin2023,with278millionofthosecomingfromthevideoentertainmentcategoryalone.Ofthespecificallydescribedtypesofdevices,lightingisthesectionthatisexpectedtogrowthemostbetween2023and2027ataCAGRof13.6percent.ReadmoreNote(s):Worldwide;2018to2022;*Forecast.ReadmoreSource(s):IDCGlobalwearabledeviceshipmentsfrom2021to2027,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*9Description:Thehighestshipmentvolumeinthewearabledevicessegmentwasseenamongglasses,witharoundonemillionunitsshippedin2023.Clothingfollowed,withshipmentsforecasttoreachover565millionunitsby2027.

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

02Headphones&EarphonesRevenueoftheheadphonesmarketworldwidefrom2018to2028(inmillionU.S.dollars)Revenueoftheheadphonesindustryworldwide2018-202825,00020,00015,00010,0005,00002018201920202021202220232024202520262027202811Description:Theglobalrevenueinthe'Headphones'segmentoftheconsumerelectronicsmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal1.8billionU.S.dollars(+9.94percent).Accordingtothisforecastin2028,theindicatorwillhaveincreasedforthesixthconsecutiveyearto19.8billionU.S.dollars.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsHeadphonesrevenueworldwidefrom2013to2027,bycountry(inmillionU.S.dollars)Revenueoftheglobalheadphonesmarket2013-2027,bycountryChinaUnitedStatesBrazil4,125Japan4,476India5,0004,3904,2824,5004,0003,5004,1724,0633,9533,8093,4363,2763,1092,0612,9401,9653,0002,5002,0001,5001,0005002,7252,6151,7402,6412,4979282,4661,6192,4398902,4689092,4108712,3808522,3098262,21675842,1451,856668964921901870879847810784388779808237977737413976569868163364063359859859955652856374516492458426274020132014201520162017201820192020202120222023202420252026202712Description:In2022,Chinacontinuedtoleadtheworldinrevenuefromheadphoneswithover3.8billionU.S.dollars.TheUnitedStatesrankedsecondbeforeBrazil,Japan,andIndia.TheConsumerMarketOutlookestimatesthattherevenueinallcountrieswillincreaseagainin2023.ReadmoreNote(s):WorldwideSource(s):ConsumerMarketInsightsRetailvalueofglobalheadphoneshipmentsfrom2013to2022(inbillionU.S.dollars)Worldwideretailvalueofheadphoneshipments2013-202260504030524844.635.122.92016.813.411.29.48.4100201320142015201620172018201920202021202213Description:Theretailmarketsizeoftheglobalheadphonesmarketoverallincreasedfrom2013to2022.In2022,theretailvalueofheadphoneshipmentsworldwideamountedto52billionU.S.dollars,upfromaround48billionU.S.dollarsrecordedinthepreviousyear.ReadmoreNote(s):Worldwide;2013to2022;*Forecast.

2017and2020figurescalculatedbySource(s):Futuresourcebasedoninitialfiguresprovidedbythesource.ReadmoreVolumeoftheheadphonesmarketworldwidefrom2018to2028(inmillions)Volumeofheadphonesworldwide2018-20281,4001,2001,00080060040020002018201920202021202220232024202520262027202814Description:Theglobalvolumeinthe'Headphones'segmentoftheconsumerelectronicsmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal142.8millionpieces(+12.14percent).Afterthesixthconsecutiveincreasingyear,theindicatorisestimatedtoreach1.3billionpiecesandthereforeanewpeakin2028.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsUnitshipmentsofheadphonesworldwidefrom2013to2022(inmillions)Worldwideshipmentsofheadphones2013-20226005535495485004003002001000445380.7363349331.3309.5286201320142015201620172018201920202021202215Description:Globalheadphoneunitshipmentshasgrownconsiderablyfrom2013to2022.In2022,553millionheadphoneswereshippedworldwide,upfromaround309.5millionrecordedatthebeginningofthegivenperiod.

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

03StereospeakersRevenueofthestereospeakersindustryWorldwide2018-2028(inbillionU.S.dollars)RevenueofthestereospeakersindustryWorldwide2018-20283530.9429.83028.6327.5726.525.4324.432425201510523.1521.1220.0302018201920202021202220232024202520262027202817Description:Theglobalrevenueinthe'StereoSpeakers'segmentoftheconsumerelectronicsmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal4.4billionU.S.dollars(+16.6percent).Afterthesixthconsecutiveincreasingyear,theindicatorisestimatedtoreach30.94billionU.S.dollarsandthereforeanewpeakin2028.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsRevenuegrowthofstereospeakersWorldwide2019-2028RevenuegrowthofstereospeakersWorldwide2019-202812%9.64%10%8%5.96%5.53%5.44%6%4.21%4.02%4.1%3.85%3.82%4%2%0%-1.77%2022-2%-4%20192020202120232024202520262027202818Description:Theglobalrevenuechangeinthe'StereoSpeakers'segmentoftheconsumerelectronicsmarketwasforecasttodecreasebetween2024and2028byintotal0.4percentagepoints.Thisoveralldecreasedoesnothappencontinuously,notablynotin2027.Theindicatorisestimatedtoamountto3.82percentin2028.ReadmoreNote(s):Worldwide;2019to2028Source(s):ConsumerMarketInsightsVolumeofstereospeakersWorldwide2018-2028(inmillionunits)VolumeofstereospeakersWorldwide2018-2028350300290.96280.53269.78260.03250.26240.4425020015010050231.99227.33220.52201.66191.7602018201920202021202220232024202520262027202819Description:Theglobalvolumeinthe'StereoSpeakers'segmentoftheconsumerelectronicsmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal40.7millionpieces(+16.26percent).Afterthesixthconsecutiveincreasingyear,theindicatorisestimatedtoreach290.96millionpiecesandthereforeanewpeakin2028.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsAveragestereospeakerspriceWorldwide2018-2028(inU.S.dollars)AveragestereospeakerspriceWorldwide2018-2028108.0107.0106.93106.5106.07106.0105.0104.0103.0102.0101.0105.63105.17104.69104.19103.61103.012020102.332019101.6420182021202220232024202520262027202820Description:Theglobalpriceperunitinthe'StereoSpeakers'segmentoftheconsumerelectronicsmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal1.8U.S.dollars(+1.71percent).Afterthetenthconsecutiveincreasingyear,theindicatorisestimatedtoreach106.93U.S.dollarsandthereforeanewpeakin2028.Notably,thepriceperunitofthe'StereoSpeakers'segmentoftheconsumerelectronicsmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsCHAPTER

04SmartspeakersSmartspeakermarketrevenuefrom2018to2028(inbillionU.S.dollars)Smartspeakermarketrevenueworldwide2018-20283027.8125.9323.9925201510522.0920.1818.2716.1313.7410.6220207.645.190201820192021202220232024202520262027202822Description: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%201920202021202220232024202520262027202823Description:Theglobalrevenuechangeinthe'SmartSpeakers'segmentoftheconsumerelectronicsmarketwasforecasttocontinuouslydecreasebetween2024and2028byintotal3.2percentagepoints.Aftertheninthconsecutivedecreasingyear,theindicatorisestimatedtoreach7.23percentandthereforeanewminimumin2028.ReadmoreNote(s):Worldwide;2019to2028Source(s):ConsumerMarketInsightsAveragesmartspeakerspriceWorldwide2018-2028(inU.S.dollars)AveragesmartspeakerspriceWorldwide2018-20288583.388381797775737169676581.2579.1477.0174.972.7771.24202470.06202569.13202668.38202767.59202820182019202020212022202324Description:Theglobalpriceperunitinthe'SmartSpeakers'segmentoftheconsumerelectronicsmarketwasforecasttocontinuouslydecreasebetween2024and2028byintotal3.7U.S.dollars.Afterthetenthconsecutivedecreasingyear,theindicatorisestimatedtoreach67.59U.S.dollarsandthereforeanewminimumin2028.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsSmartspeakerunitshipmentsworldwidein2022and2027(inmillions)Smartspeakerunitshipmentsworldwide202714012010080132.9122.5116.4106.96040200202220232026*2027*25/statistics/942869/worldwide-smart-speaker-unit-shipmentIn2023,around107millionsmartspeakerswereshippedglobally,occupyingaround12percentofthesmarthomedevicemarket.Thenumberofshipmentsisforecasttoincreaseinthecomingyears,reachingaround122.5millionunitsby2027.

ReadmoreNote(s):2023;*ForecastReadmoreSource(s):IDCMostownedsmartspeakerbrandasofDecember2023,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%26Description:ThedisplayeddataonthemostpopularsmartspeakerbrandsshowsacountrycomparisonfromtheConsumerInsightsGlobalsurvey2023.IntheUnitedKingdom,themostownedsmartspeakerbrandwasAmazonEcho.Some73percentofUKrespondentswhoownedasmartspeakerownedanAmazonEcho,asofDecember2023.

ReadmoreNote(s):239-2,781respondents,differsbycountry;18-64years;respondentswhoownasmartspeakerSource(s):ConsumerInsightsTenhighestratedsmartspeakersworldwideforrelaxingactivitiesasofJanuary2024GloballeadingsmartspeakersforrelaxingasofJanuary2024180158160140120100801481451411411401391391371376040200Bowers&WilkinsFormationBowers&WilkinsZeppelinCabasseThePearlAkoyaMarshallStanmoreIISonosFiveKlipschTheThreeIIJBLL75msMusicSystemRuarkAudio

GoogleHome

SonosEra100R410

Max27Description:BowersandWilkinsbrandedwirelessspeakersremainthehighest-ratedpieceofhometechforrelaxingactivities.Thiscanrangefromanythingbetweenrelaxingmusicwhilereadingorsimplyhavingaudiobooksongoinginthebackground.Whileinnowayabadspeaker,theSonosEra100surprisinglyrankedtheleastoutofthetoptenforrelaxingactivities,withascore14percentagepointslowerthanitstopcompetitor.ReadmoreNote(s):Worldwide;2024Source(s):DxOMarkTenhighestratedsmartspeakersworldwideforpartyrelatedactivitiesasofJanuary2024GloballeadingsmartspeakersforpartyingfromasofJanuary2024DXOmarksperformanceandqualityscore40

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80020100120140160155150148180Bowers&WilkinsFormationWedgeHarmanKardonCitation200SonosFiveBang&OlufsenBeosoundBalanceGoogleHomeMax141140139138137137137NaimMu-so2ndGenerationLGXBoomRP4AmazonEchoStudioBowers&WilkinsZeppelinDevialetPhantomII98dBOpéraDeParis28Description:BowersandWilkinsbrandedwirelessspeakersremainthehighest-ratedpieceofhometechforparties.Partymoodsoftenrequirespeakerswithgoodperformanceandcapacitytoproducehighqualitysoundevenathighvolumeswithoutdisruptingtheequilibriumofeachsong.BothGoogleandAmazonhavespeakersinthetopten,demonstratingthecapabilitiesoftheselargecompaniesindevelopingtechnologyoutsideoftheirspecialty.ReadmoreNote(s):Worldwide;2024Source(s):DxOMarkTenhighestratedsmartspeakersworldwideforhomecinemaandmoviesasofJanuary2024GloballeadingsmartspeakersforhomecinemaasofJanuary2024DXOmarksperformanceandqualityscore40

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80020100120140135134160JBLL75msMusicSystemBowers&WilkinsFormationWedgeRuarkAudioR410128126123119GoogleHomeMaxSonosFiveHarmanKardonCitation200MarshallStanmoreIIBowers&WilkinsZeppelinSonosEra100118117117SonosOne11629Description:TheJBLserieswirelesssmartspeakeristhehighest-ratedspeakerforhomecinemaandmovieactivities.Thistypeofactivityrequiresaclarityofsoundandgranularitytoensureclearaudioforvoicesandmusiccombined.BowersandWilkinshadtwocontributionstothislist,underscoringastrongunderlyingdesigninspeakercreation.ReadmoreNote(s):Worldwide;2024Source(s):DxOMarkCHAPTER

05CompaniesWearablesunitshipmentsworldwidebyvendorfrom1stquarter2014to3rdquarter2023(inmillions)Quarterlywearablesshipmentsworldwide2014-2023,byvendorAppleXiaomiHuaweiSamsungFitbitBoAtGarminJawboneBBKLifesenseFossilImaginemarketingOther180160140120100806040200Q1

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'2331Description:Appleistheleadingvendorintermsofworldwidewearablesunitshipments,withatotalunitshipmentofalmost30millionunitsinthethirdquarterof2023.ReadmoreNote(s):Worldwide;Q12014toQ32023Source(s):IDCMarketshareofwearablesunitshipmentsworldwidefrom1stquarter2014to3rdquarter2023,byvendorWearablesshipmentsworldwidemarketshare2014-2023,byvendorAppleXiaomiHuaweiSamsungFitbitBoAtGarminJawboneBBKLifesenseFossilImaginemarketingOther120%100%80%60%40%20%0%32Description:Appleisestablishingasolidholdonwearabledeviceunitshipmentswith20.2percentinthethirdquarterof2023,dominatingthemarket.ReadmoreNote(s):Worldwide;2014to2023Source(s):IDCQuarterlyglobaltruewirelessstereo(TWS)unitsshippedfrom2020to2023,bybrand(inmillions)GlobalTWSshipments2020-2023,bybrandAppleSamsungRedmiQCYHuaweiSkullcandyXiaomiboatEdifierSonyOthers12010080604020041.762.84.661.433.833.2363.729.66.97.81.330.425.95.26.521.357.26.86.63.23.610.713.722.34.93.54.39.23.33.365.34.13.31.12.52.96.52.63.13.72.54.540.45.85.233.728.425.323.420.821.718.117.515.5Q12020Q22020Q22021Q42020Q42021Q12022Q22022Q32022Q42022Q3202333Description: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%Q12019Q12020Q22020Q42020Q12021Q22021Q42021Q12022Q22022Q32022Q42022Q12023Q3202334Description:Appleleadsthetruewirelessstereo(TWS)headsetmarket,accountingforaround21percentofthemarketasofthethirdquarterof2023.ApplebuilttheirstrongpositioninthemarketonthebackoftheAppleAirPodrange,andtherestofthemarketisstartingtogainground,withApple'soverallshareofthemarketfallingfrom48.1percentin2019to21percentattheendofthegivenperiod.ReadmoreNote(s):Worldwide;Q12019toQ32023Source(s):CanalysUnitsalesoftheAppleAirPodsfrom2017to2022(inmillions)AppleAirPodssales2017-2022120100806040200114858260351520172018201920202021202235Description:TheglobalannualsalesofAppleAirPodsfluctuatedbetween2017and2022.Afterpeakingat114millionunitsalesin2020,theannualsalesofApple'searpodsdecreased.In2022,thisnumberamountedto82millions.

ReadmoreNote(s):Worldwide;2017