全球冰箱行业市场前景及投资研究报告-培训课件外文版2024.4海尔伊莱克斯惠而浦

INDUSTRIES

&

MARKETSRefrigeratorsCHAPTER

01OverviewRevenueofhomeandhouseholdappliancesworldwidefrom2018to2028,bycategory(intrillionU.S.dollars)Globalhouseholdappliancesrevenue2018-2028,bycategoryMajorAppliancesSmallAppliances0.90.80.70.60.50.40.30.20.10.00.310.290.280.270.250.240.240.230.220.20.20.50.480.460.440.420.40.380.380.350.330.34201820192020202120222023202420252026202720283Description:Overthelasttwoobservations,therevenueisforecasttosignificantlyincreaseinallsegments.Aspartofthepositivetrend,theindicatorachievesthemaximumvalueacrossalltwodifferentsegmentsbytheendofthecomparisonperiod.Notably,thesegmentMajorAppliancesstandsoutwiththehighestvalueof0.5trillionU.S.dollars.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerInsightsRevenueofmajorhouseholdappliancesworldwidefrom2018to2028,bycategory(inbillionU.S.dollars)Globalmajorhouseholdappliancesrevenue2018-2028,bycategoryAirConditionersCookersandOvensDishwashingMachinesFreezersRefrigeratorsWashingMachines600500400300200100078.5575.6572.8270.0567.3865.3763.26141.320.7163.68135.920.0259.34130.719.3456.49125.518.6855.96120.618.06117113.317.2112.417.6731.46105.917.0299.2515.9130.397.4815.6229.1817.6428.0827.0626.2525.49105.725.5141.922.9389.5424.2796.9621.9134.8128121.3115.1110.4104.986.4786.3676.2381.267.3271.8256.81202262.849.68201852.11201947.353.452021202020232024*2025*2026*2027*2028*4Description:In2023,therevenueofmajorhouseholdappliancesworldwidereachedaround400billionU.S.dollars,andwasforecasttosurpassthereachthe500billiondollarmarkintheupcomingyears.Refrigerationappliancessalestakeupthemostsignificantshareofthemarket,withretailsalesofmorethan117billionU.S.dollarsin2023.ReadmoreNote(s):Worldwide;2018to2023;*ForecastReadmoreSource(s):ConsumerInsightsRevenueoftherefrigeratorsmarketworldwidefrom2018to2028(inbillionU.S.dollars)Revenueoftherefrigeratorsindustryworldwide2018-2028160140141.35135.93130.69125.5120.57116.98120100806040200113.26112.45105.9499.2597.48201820192020202120222023202420252026202720285Description:Theglobalrevenueinthe'Refrigerators'segmentofthehouseholdappliancesmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal20.8billionU.S.dollars(+17.25percent).Afterthetenthconsecutiveincreasingyear,theindicatorisestimatedtoreach141.35billionU.S.dollarsandthereforeanewpeakin2028.Notably,therevenueofthe'Refrigerators'segmentofthehouseholdappliancesmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2018to2028;ThemarketsegmentRefrigeratorscoversfridgefreezers,vaporcompressorrefrigerators,andintegratedvaporcompressorrefrigerators.Excludedarefreezers,commercialappliances,andnon-electricappliances.Source(s):ConsumerMarketInsightsRevenueoftherefrigeratormarketworldwidefrom2018to2028,byregion(inbillionU.S.dollars)Globalrefrigeratormarketrevenue2018-2028,byregionAsiaAfricaNorthAmericaSouthAmericaSouthernEuropeEasternEuropeAustralia&OceaniaNorthernEuropeCaribbean180160140120100806040200201820192020202120222023*2024*2025*2026*2027*2028*6Description:In2022,therefrigeratormarketinNorthAmericageneratedaround12.4billionU.S.dollarsinrevenue.Inthesameyear,therefrigeratormarketinAsiawasthelargestgloballybyregion,generatingover71billionU.S.dollarsworldwide.Thisstatisticillustratestherevenueoftherefrigeratormarketworldwidefrom2018to2028,byregion.ReadmoreNote(s):Worldwide;2018to2023;*ForecastReadmoreSource(s):ConsumerInsightsSalesvolumeoftherefrigeratorsindustryWorldwide2018-2028(inmillions)SalesvolumeoftherefrigeratorsindustryWorldwide2018-2028250206.37202.29198.28194.2720015010050189.09190.32188.43186.22183.68171.84167.970201820192020202120222023202420252026202720287Description:Theglobalvolumeofthe'Refrigerators'segmentofthehouseholdappliancesmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal16.1millionpieces(+8.46percent).Afterthesixthconsecutiveincreasingyear,theindicatorisestimatedtoreach206.37millionpiecesandthereforeanewpeakin2028.ReadmoreNote(s):Worldwide;2018to2028;ThemarketsegmentRefrigeratorscoversfridgefreezers,vaporcompressorrefrigerators,andintegratedvaporcompressorrefrigerators.Excludedarefreezers,commercialappliances,andnon-electricappliances.Source(s):ConsumerMarketInsightsCHAPTER

02ProductionProductionvolumeofhouseholdrefrigeratorsinThailandfromOctober2022toApril2023(in1,000units)MonthlyproductionvolumeofrefrigeratorsThailand2022-2023700658.94600560.13541.03514.73508.05479.515004003002001000421.48Oct'22Nov'22Dec'22Jan'23Feb'23Mar'23Apr'239Description:InApril2023,approximately508thousandunitsofrefrigeratorswereproducedinThailand.Inthatsameperiod,around4.9billionThaibahtworthofhouseholdrefrigeratorsweresoldbothinthecountryandinternationally.ReadmoreNote(s):Thailand;October2022toApril2023Source(s):OfficeofIndustrialEconomics(Thailand)IndustrialproductionvolumeofhouseholdrefrigeratorsinChinafrom2011to2022(in1,000s)IndustrialproductionofhouseholdrefrigeratorsinChina2011-2022100,00092,557.492,38390,14789,92187,960.986,992.286,70386,64490,00080,00070,00060,00050,00040,00030,00020,00010,000084,27079,927.578,76779,04320112012201320142015201620172018201920202021202210Description:In2022,theindustrialproductionvolumeofhouseholdrefrigeratorsinChinaamountedtoalmost87millionunits.Thecountrywasoneoftheworld'slargestproducersofconsumerelectronics.ReadmoreNote(s):China;2011to2022Source(s):NationalBureauofStatisticsofChinaProductionvolumeofelectricrefrigeratorsinJapanfrom2014to2022(inmillionunits)ProductionvolumeofelectricfridgesinJapan2014-20222.51.982.01.51.00.50.01.861.821.791.751.541.321.281.2620142015201620172018201920202021202211Description:TheproductionvolumeofelectricrefrigeratorsinthehomeappliancesindustryinJapanincreasedby0.02millionunits(+1.59percent)in2022.Intotal,theproductionquantityamountedto1.28millionunitsin2022.Thisincreasewasprecededbyadecliningproductionquantityinthisindustry.ReadmoreNote(s):Japan;2014to2022Source(s):METI(Japan)ProductionvolumeofhouseholdrefrigeratorsandfreezersinVietnamfrom2016to2022(inmillionpieces)ProductionvolumeofrefrigeratorsandfreezersVietnam2016-20223.53.23.02.652.662.512.442.52.01.51.00.50.02.271.62016201720182019202020212022*12Description:In2022,theproductionvolumeofrefrigeratorsandfreezersamountedtoapproximately3.2millionpiecesinVietnam,indicatinganincreasefromthepreviousyear.Theproductionvolumeofthisproductdecreasedslightlyin2019and2020afterhavingrecordedyear-on-yeargrowthfrom2016to2018.ReadmoreNote(s):Vietnam;2016to2022;*Preliminaryfigures.Figureshavebeenrounded.ReadmoreSource(s):GeneralStatisticsOfficeofVietnamVolumeofhouseholdappliancesproductioninPolandin2022,byproducttype(inmillionpieces)VolumeofproductionofhouseholdappliancesinPoland2022,byproducttype76.365.65432104.63.73.53.12.7WashingmachinesCookers,ovens,inductionhobsDishwashersRefrigeratorsClothesdryersCookerhoodsSmallappliances13Description:In2022,theproductionofdomesticappliancesinPolandincludedvarioustypesofproducts.Washingmachinesandkitchenequipmentwereproducedinthegreatestamount.ReadmoreNote(s):Poland;2022Source(s):APPLiAGrossproductionofdomesticrefrigeratorsmanufacturinginMexicofromJanuary2019toDecember2022(in1,000Mexicanpesos)Mexico:domesticrefrigeratorsproductionvalue2019-2022Morethan11cubicfeet7to11cubicfeet8,000,0007,000,0006,000,0005,000,0004,000,0003,000,0002,000,0001,000,000014Description:InDecember2022,grossproductionvalueoffridgeslargerthan11cubicfeetamountedtoover4.5billionMexicanpesos,whereasthevalueforfridges7to11cubicfeetlargehadaproductionvalueofnearly223millionpesos.Inthepreviousyear,majorapplianceshadatotalgrossproductionvalueofnearly11.6billionpesos.ReadmoreNote(s):Mexico;January2019toDecember2022Source(s):INEGICHAPTER

03CompaniesRevenueoftherefrigeratorsegmentofHaierSmartHomefrom2016to2022(inbillionyuan)RefrigeratorsegmentrevenueofHaierSmartHome2016-20226050.765044.1341.744034.3933.3132.75302010020162017201820192020202116Description:In2022,HaierSmartHomegeneratedarevenueof43billionyuanfromitsrefrigeratorsegment.Intotal,thecompany'sdomestichomeapplicationsdivisionhadaturnoverofaround126billionyuaninthepreviousyear.

ReadmoreNote(s):China;2016to2022Source(s):HaierSmartHomeRefrigeratorproductionvolumeofLGElectronicsfrom2015to2023(inmillions)RefrigeratorproductionvolumeofLGElectronics2015-2023141211.529.779.629.531089.429.328.868.488.03642020152016201720182019202020212022202317Description:In2023,theproductionvolumeofrefrigeratorsbyLGElectronicsamountedtoaround9.42millionunits.LGElectronics'refrigeratorsweremanufacturedinSouthKorea,India,MexicoandChina.Nexttowashingmachinesandairconditioners,refrigeratorsareamongtheleadinghouseholdappliancesofLGElectronics.ReadmoreNote(s):Worldwide,SouthKorea;2015to2023Source(s):DART;LGElectronicsLGElectronics'homeappliances&airsolutionsegmentrevenuefrom2017to2023,byquarter(inbillionU.S.dollars)*LGElectronicsrevenuefromhomeappliances&airsolutionsegmentQ12017-Q420236.56.06.236.196.156.165.775.765.455.55.04.54.03.53.02.55.265.185.155.044.934.754.714.284.224.184.124.063.983.893.83.753.693.563.483.343.23Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4'17

'17

'17

'17

'18

'18

'18

'18

'19

'19

'19

'19

'20

'20

'20

'20

'21

'21

'21

'21

'22

'22

'22

'22

'23

'23

'23

'2318Description:Inthefourthquarterof2023,LGElectronics'revenuefromitshomeappliancesandairsolutionsegmentamountedtoaround5.15billionU.S.dollars.Overall,LGElectronics'homeappliancesandairsolutionssegmenthasshownnear-consistentgrowthinrecentyears.ReadmoreNote(s):Worldwide;Q12017toQ42023;FYendsDecember31;*Figuresfor2017onwardswereconvertedfromKRWtoUSDatanexchangerateof1KRW-0.000739USD(December31,2023).

ReadmoreSource(s):LGElectronicsRevenueofMideaGroupCo.,Ltd.from2016to2022,bysegment(inbillionyuan)RevenueofMideaGroup2016-2022,bysegmentHVACairconditionersConsumerelectronicapplicancesRobotsandautomatedsystems3503002502001501005029.9327.2821.5925.1925.68125.2827.0498.75131.87113.89109.49102.9976.54150.632022141.882021119.612019121.222020109.39201895.35201768.732016019Description:ThestatisticshowstherevenueofMideafrom2016to2022,bysegment.In2022,Mideahadgeneratedarevenueofabout30billionyuanfromrobotsandautomatedsystems.

ReadmoreNote(s):China;2016to2022Source(s):MideaWhirlpool'snetsalesbyproductcategoryfrom2008to2023,bysegment(inbillionU.S.dollars)SalesrevenueofWhirlpoolworldwide2008-2023,bysegmentLaundryAppliancesRefrigeratorsandfreezersCookingappliancesDishwashingCompressors0.16Sparepartsandwarranties0.47Other2520151051.191.891.030.190.980.540.921.821.131.640.420.560.935.10.911.615.225.390.951.731.595.373.585.564.193.754.293.174.54.293.034.173.085.646.674.824.674.046.164.786.063.765.855.063.735.84.723.132.813.386.056.225.835.65.625.445.446.255.795.26.065.85.956.26.196.125.765.65.685.355.445.445.445.375.135.330200820092010201120122013201420152016201720182019202020212022202320/statistics/373088/whirlpool-net-sales-by-productWhirlpoolCorporation'ssalesintherefrigerationappliancesproductcategory,whichincludesrefrigeratorsandfreezers,generatedrevenueofaround5.33billionU.S.dollarsin2023.ThisisthelargestproductcategoryofWhirlpoolinthatyear.

ReadmoreNote(s):Worldwide;2008to2023;*Valuesfortheyearsbefore2021weretakenfrompreviousfinancialreports.ReadmoreSource(s):WhirlpoolCorporationRevenueofElectroluxfrom2001to2023(inbillionU.S.dollars)*RevenueofElectrolux2001-20231413.313.0212.9412.7712.0511.8911.8411.5711.61

11.581210811.4111.0711.1210.7510.5510.4710.4710.210.04

10.059.969.749.6664202001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

2022

202321/statistics/220819/electroluxs-total-revenue-since-2011SwedishappliancemanufacturerElectroluxbroughtinaround13.3billionU.S.dollarsinrevenuein2023.Thecompanyhasreportedrelativelystablerevenuefiguresforthepastfewyearswiththeoverallnumberfloatingbetween10and13billiondollars.ReadmoreNote(s):Worldwide;2001to2023;*FigureswereconvertedfromSEKtoUSDattheexchangerateof1SEK-0.099USD(December31,2023)

ReadmoreSource(s):ElectroluxCHAPTER

04Consumption:RefrigeratorsownershipHouseholdownershiprateofmajorappliancesinselectedcountriesworldwidein2023Ownershiprateofmajorhouseholdappliancesinselectedcountries2023Cooker/ovenDishwashing

machineFreezer

(stand-aloArgentinaBrazil92%91%81%47%83%87%59%85%50%70%85%78%36%14%30%59%31%63%71%24%64%29%8%3453543422251CanadaChina(Mainland)FranceGermanyIndiaItalyJapanMexicoRussia25%28%23%SouthAfricaSouthKorea23Description:Majorappliancessuchasovens,dishwashingmachines,freezers,microwaves,refrigerators,vacuumcleaners,andwashingmachinesareownedbymanyhouseholdsacrosstheworldaccordingtotheGlobalConsumerSurvey2023.Therearedifferencesintheownershipratethoughwhencomparingindividualcountries.Cookers/ovensforexampleareownedbymanyhouseholdsintheUnitedStates,Spain,theUK,Italy,Russia,andTurkeywheremorethan90percentof[...]

ReadmoreNote(s):Argentina,Austria,Canada,France,Germany,Italy,Japan,Russia,Spain,Turkey,UnitedKingdom,UnitedStates;1Q2023;509-10,006(Countofrespondentsdiffersbycountry);18-64yearsSource(s):ConsumerInsightsMostpopularrefrigeratorbrandin2023,bycountryMostownedrefrigeratorbrands2023,bycountryShareofhouseholdsowningappliance0%5%10%15%20%25%30%35%40%45%50%55%SouthKorea:LGChina:Haier49%35%34%35%Sweden:ElectroluxIndia:LGBrazil:ElectroluxUnitedKingdom:BekoUnitedStates:Frigidaire/GESpain:Balay/BalayNetherlands:BoschGermany:AEG33%18%17%18%17%13%Canada:FrigidaireItaly:Samsung21%14%13%12%France:SamsungAustria:AEG24Description:Asof2023,themostpopularrefrigeratorbrandinGermanyandAustriawasAEG,whileElectroluxwasthemostpopularbrandinSwedenandBrazil.InSouthKorea,LGrefrigeratordominatedin2023,witharound49percentofrespondentswhoreportedowninganLGrefrigerator.ReadmoreNote(s):Argentina,Austria,Canada,France,Germany,Italy,Japan,Russia,Spain,Turkey,UnitedKingdom,UnitedStates;Apr.2022toMar.2023;2,086-5,050(variesbycountry);18-64years;respondentswhohavearefrigeratorintheirhousehold(splitsample)Source(s):ConsumerInsightsHouseholdownershiprateofrefrigeratorsandfreezersinselectedcountriesinEuropein2023OwnershiprateofrefrigeratorsandfreezersinEurope2023,bycountryRefrigerator91%Freezer(stand-alone)90%100%90%80%70%60%50%40%30%20%10%0%95%94%94%88%86%85%84%65%64%55%51%50%49%40%34%27%PolandItalySpainGermanyFranceBelgiumUnitedKingdomSwedenNetherlands25Description:Romania,Portugal,andItalyarethecountrieswiththehighesthouseholdownershiprateofrefrigeratorsamongsttheEuropeancountriesshowninthebreakdownin2023.SwedenandBelgiumhavethehighesthouseholdownershiprateoffreezerswith65and64percent,respectively,accordingtothe

GlobalConsumerSurvey.ReadmoreNote(s):Belgium,Czechia,France,Germany,Greece,Italy,Netherlands,Poland,Portugal,Romania,Spain,Sweden,UnitedKingdom;1Q2023;