GfK：2024全球及国内镜片和隐形眼镜市场回顾与展望报告

Global&Global&ChinaOpticalMarketOverviewandTrend镜片和隐形眼镜市场©GfK2123GfKIntroduction&ConsumerTrends捷孚凯介绍及消费者趋势Global&ChinaSpectacle&ContactLensesMarketOverview海内外眼镜和隐形眼镜市场概述OpticsMegaTrends光学行业大趋势总结©GfK3123GfKIntroduction&ConsumerTrends捷孚凯介绍及消费者趋势Global&ChinaSpectacle&ContactLensesMarketOverview海内外眼镜和隐形眼镜市场概述OpticsMegaTrends光学行业大趋势总结©GfK4Together,weoffertheFullViewofConsumingBuyingBehaviourNIQ&GfK联手提供市场全貌，展现消费者购买行为洞察Tocreatetheworld’sleadingconsumerintelligencecompanyExpanded,unrivaledglobalcoverageDurableandTechmeetsFMCG以未来为导向人性化Leadersinomni-channelmeasurementandfirst-moversincloud-basedtechnologyplatformsNIQandGfKsharelike-mindedcultures.Combinationwon’tdisruptservicestoourclients.©GfK5GfKGlobalOpticsPanels捷孚凯全球光学版图EuropeDenmarkFranceGermanySpain24marketstrackedEuropeDenmarkFranceGermanySpainSwedenItalyNetherlandsNorwayPolandSwitzerlandSwedenItalyNetherlandsNorwayPolandSwitzerlandIrelandGreatBritainCISRussiaAsiaCISRussiaAsiaChinaSingaporeAmericasUnitedStatesBrazilChileJapanSouthKoreaJapanTaiwanMalaysiaTaiwanMiddleEastUAESaudiArabiaConsumerTrend©GfK6Theworld‘spopulationisageing,impactingtheincidenceofconditionssuchaspresbyopia,glaucomaandcataract世界人口不断老化，影响了老花眼，青光眼和白内障等疾病的发病率35%30%25%20%15%10%5%0%%populationaged65orolder65岁及65岁以上人口占比29%24%22%20%17%14%197019801990200020102021JapanItalyGermanySwendenUSAAustraliaSouthKoreaChinanThecommononsetofpresbyopiaisaroundmid-40s.Theincidenceofpresbyopiainthose45orolderisestimatedtobe83-89%2.Currentestimatesindicatethataround26%oftheworld‘spopulationispresbyopic,andthisofcourseissettorise.Uncorrectedpresbyopialeadstolossofproductivityanddecreasedquality-of-life.45岁及以上的老花眼发病率为83-89%。全球约有26%的人口患有老花眼，这个比例会持续上升。老花眼未经矫正会生活质量降低。nGlaucomaistheleadingcauseofirreversibleblindnessintheworld.Beingover50isarisk-factor.Theincidencewillincreasebyaround50%by20403青光眼是一种不可逆的致盲原因，50岁以上是风险点，预计到2040年，相关人群的发病率将增长到50%。nCataractisthenaturalclumpingofproteinsintheeyewithage(startingaroundage40).Itcausesvisiontobecomecloudy,hazyorblurry.Itcanbetreatedbysurgery,butleftuntreatedeventuallyleadstoblindness.Byage80,morethanhalfofpeoplehavehadcataractsorsurgeryforcataracts4.白内障是随着年龄增长（大约在40岁左右开始）眼睛中蛋白质自然凝聚的现象。它会导致视力变得模糊、朦胧或模糊不清。到了80岁，超过一半的人患有白内障或接受过白内障手术 1OECD–2021.|2PresbyopiaPhysian,June2022.3JournalofOpthamologyVol121,Issue11,Nov2014.|4NationalEyeInstitute,2023©GfK7China’sPopulationProjection-MediumVariant（2021-2050）中国人口中长期变动趋势预测（2021-2050）DemographicForecastbyAgeGroupinChina（tenthousandpeople)0-14岁15-64岁65岁及以上14%28%31%1500001300001100009000070000500003000010000-100005/16/2024DataSource：CPDRC©GfK85/16/2024Thepersonalimportanceofhealthandfitnesshasincreasedvspre-pandemic与疫情前相比，个人对身心健康的重视程度有所提高GfKConsumerLife|PersonalHealthandFitness-Veryimportant/important(ranking)GfK消费者生活|个人身心健康-非常重要/重要（排名）Rankofpersonalvalues*个人价值排名3344oHealth44oHealtho&fitness1212201920232019GfKConsumerLifeGlobal2023.#4personalvaluePersonalvalueonalistof57consistentlytrackedsince2019,↑8rankfrom2019(ranked#12in2019)©GfK9Lifestylechange:screentimehasincreasedsincethepandemic,havingimplicationsforeyesightandeyehealth生活方式的改变：自疫情以来，屏幕使用时间增加，影响视力和眼部健康59%个18ppincreaseprevspostJanuary2020与2020年1月相比，该比例提高了18%•Therateofschoolchildrenwithmorethan2hrsscreentime1屏幕使用时间超过两小时的学龄儿童比例113hours3.5hoursvspre-pandemic与疫情前相比，屏幕使用时间增加了3.5小时•Timethatadultsnowspendonaverageinfrontofscreensperday2成人日均屏幕使用时间271%ofECPsreportpatientcomplaintsabouteyestrainandfatigueduetoincreasedscreentime271%的眼科护理专业人士提到患者抱怨屏幕时间增加导致眼睛疲劳2ComputerVisionSyndromeaconcern.计算机视觉症候群的出现是一个值得关注的问题+14%•Salesgrowth2023vs2019ITandOfficeproductsglobally3相比于2019年，2023年全球电子设备销售额增长14%3Source:1YIN,Hui,Qi,Jingbo,YAN,YujieScreentimeamongschool-agedchildrenaged6-14:asystematicreview,April2023.Schoolchildrendefinedasaged6-142/medtech/screen-addicts-rejoice-jj-vision-roll-out-contact-lenses-designed-digital-device-fatigue3GfKMarketIntelligence:SalesTracking,InternationalCoverage(excl.NorthAmerica),SalesrevenuegrowthinUSD2023vs2029.AllITandOfficeproductgroupstracked.©GfK10©GfK11123GfKIntroduction&ConsumerTrends捷孚凯介绍及消费者趋势Global&ChinaSpectacle&ContactLensesMarketOverview海内外眼镜和隐形眼镜市场概述OpticsMegaTrends光学行业大趋势总结©GfK12GfKOpticsPanelOpticsProductsOpticsProductsGfKGfKprovidesrelatedservicessuchasretailtracking,UniverseStudyresearch,consumerinsight,customizedreports,etc.GfK提供零售监测的定制化分析报告，门店2.SpectacleLenseGlobalMarketOverview©GfK13SpectacleLensmarketsizeforkeymarketsin20232023年关键市场覆盖率以及市场规模SpectacleLenses|SalesValueEURfix,MATtoJun2023|CoverageJune2023镜片|销售额（欧元），滚动年至2023年6月|2023年6月覆盖率整体零售额：整体零售额：120亿欧元（~约938亿元人民币）TotalRetailMarketSize:€12bn.(~93.8bnCNY)FranceSpainGermanyItalyRussiaJapanCoverage:98%Coverage:80%Coverage:60%Coverage:87%Coverage:95%Coverage:83%MarketSize:€4.6bnMarketSize:€1.3bnMarketSize:€3.1bnMarketSize:€1.6bnMarketSize:€461m.MarketSize:€880m.Source:GfKMarketIntelligence:SalesTracking|PRJ65001-RG5665602–ID616103214©GfK14AllmarketsinvaluegrowthH12023,withSpainkeygrowthmarket2023年上半年，所有市场的销售额都在增长，其中西班牙是主要增长市场Germany,SpainandJapanaremarketsthathavenotrecoveredinSpectacleLensesTotalMarket*|GlobalCountryCoverage–Retailsalesonly|Growthrate/PriceEURFix*-€6.0bn€438m€232m€826m€664m€2.3bn€6.0bn€438m€232m€826m€664m23年上半年市场体量60亿欧元4.4亿欧元2.3亿欧元23亿欧元16亿欧元8.3亿欧元6.6亿欧元39%22%10%12%10%8%6%4%1%1%4%1%3%5%6%3%4%8%6%4%1%1%4%1%-1%-3%-7%-9%-7%-15%2022vs2019H12022H12023Source:GfKMarketIntelligence:SalesTracking|PG:SPECTACLELENSES|Allavailablemarketsglobally.ValueinEURFix,%ChangeYear-on-Year|PRJ65001-RG5930100-RP44275772|SpecLensesInflationtakestop5sellingproductsineachmarketandcomparesavepriceincreaseJan-Jun2022to2023.GSI:Frames,Lenses,SunglassesGlobalTrends2023©GfK15Progressivelensesarekeygrowthdriverinvalueandvolume渐进镜片是销售额和销售量增长的主要驱动力Proximitylenses,whilstnichearealsogrowingSpectacleLensesTotalMarket*|ByLensType|SalesUnits/ValueEURFix*ProximityProgressiveMonofocal 333 333330303132销售量份额6767666565202020212022H12023UnitGrowth%H12023vsPY2023上半年销售量同比增长率ProximityProximity读书镜片Progressive渐进镜片Monofocal单焦点镜片5%-2%11712812462Value(bn)SalesValueShare%销售额份额 44435858585938383737202010.6202211.7202112202010.6202211.72021126ValueGrowth%H12023vsPY2023上半年销售额同比增长率6%Proximity读书镜片6%5%Progressive渐进镜片5%3% 3% Monofocal单焦点镜片 Source::GfKMarketIntelligence:SalesTracking|PG:SPECTACLELENSES|GrandTotal=Globalcoverage6countriesRetailsalesonly.Note“Others”makesuptheremainingapprox.1%toreach100%sharebase,butwasnotincludedonthischartforvisualclarity.©GfK16PRJ65001-RG5930100-RP44175706-©GfK16GSI:Frames,Lenses,SunglassesGlobalTrends2023Germany,FranceandSpainleadintermsofshareofprogressivelenses德国、法国和西班牙的渐进镜片销售额份额居前列ProgressivelensesarenotgrowinginGermany,themostsaturatedmarket,sowhatis?SpectacleLensesTotalMarket*|ByLensType|SalesValueEURFix-ShareandGrowth%+/-PY|H12023*--2023SalesValueShare%Monofocal单焦点镜片Progressive渐进镜片1239123978544652603766326727单焦点镜片增长率读书镜片增长率0%1%+14%+14%+7%+2%-16%+10%+6%+8%+5% +3%+14%+5%+4%+9%+32%+1%+25%©GfK17Source::GfKMarketIntelligence:SalesTracking|PG:SPECTACLELENSES|GrandTotal=Globalcoverage6countriesRetailpanelmarketsalesonlyPRJ65001-RG5930100-RP44329735-ID©GfK17GSI:Frames,Lenses,SunglassesGlobalTrends2023ContactLenseGlobalMarketOverview©©GfK18AnnualvaluesalesgrowthacceleratedinmostregionsexceptChina,withsignificantvaluegrowthvspre-pandemicglobally除中国外，大多数地区的年销售额增长加快，与疫情前相比，全球销售额增长显著ContactLenses|SalesValueUSDfix|RegionContribution&GrowthvsPY%|FullYear(FY)2021,2022,2023隐形眼镜|销售额|地区贡献率和增长率vs同比%|2021、2022、2023年全年JapanJapan15%+10%EU1222%+6%China8%+2%MEA20.6%China8%+2%MEA20.6%+17%APAC45.6%+11%LATAM21%+22%USA48%+7%WorldContactlensesSVgrowth(USDfix)-FY世界隐形眼镜销售额增长率2023vs2022+6.8%2022vs2021+3.3%2021vs2020+11.5%2023vs2019+20.3%©GfK19Source:GfKMarketIntelligence:SalesTracking|ContactLenses|World23countriesinclChinaonline|SalesValueUSD(fix)|PRJ253009-RG©GfK19GlobalStrategicInsights:ContactLensesGlobalTrendReportFY2023ContactLensmarketgrowthstabilizesathigherlevelsthanbeforethepandemic经历疫情的动荡后，隐形眼镜市场销售额增长情况趋于稳定，且高于疫情前平均水平ContactLenses|SalesVolume(monthlyEquivalent2Eyes)Growth%|Europe(12countries)50%40%50%40%30%20%10% 0%-10%+14%vs2019销售额Value+6%+7%vs2021+7%+7%vs2021+7%vs2020+1%vs2022-20%-2%销售量0%vs20180%vs2018-30%-40%Jan-19Jan-20Jan-21Jan-22Jan-23Dec23NormalizationRestrictionfade-outPreCOVID-19NormalizationRestrictionfade-outPreCOVID-19CoreCOVID-19疫情前疫情肆虐期恢复期Source:GfKMarketIntelligence,ContactLenses.Europeantotalpanelmarket.SalesVolumeisSalespermonthlyequivalentof2eyescontactlenswear©GfK20Higherpriceshadapositiveeffectonrevenuegrowth价格上涨对销售额的增长产生了积极影响Priceshavegoneup+4%yearonyearandrevenue+6%价格同比增长+4%ContactLenses(soft)-|EU12countries12AveragePricepermonthlywear+ε25.49+4%+ε25.49+4%ε24.42ε23.28ε23.47ε23.67ε24.4220192020202120222023+6%+6%Priceincreases48%29%23%Tradingup/premiumizationVolumeIncreases20232022 Impactfactorsonrevenue20232022Source:GfKMarketIntelligence,ContactLenses.Europeantotalpanelmarket.ValuegrowthinEURfixedcurrency.©GfK21AftertheUS,SpainleadsthewayinMyopiaManagementinchildren西班牙在儿童近视防控方面处于领先地位，仅次于美国市场5countriescontribute87%oftrackedMyopiaManagement*lenssalesglobally5个国家占GfK零售检测范围内全球近视防控*镜片销售额的87%ContactLenses(soft)|TraditionalSales|MyopiaManagement|Top5marketsSalesValue-rollingMATperiods7060SaSalesValue-USDFix(Millions)403020100Source:GfKMarketIntelligence:SalesTracking|Contactlenses|Panelmarket:TraditionalSalesonly.Feature:MyopiaManagement.Top5marketsrankedbysalesvalueUSD.Jan2019-June2023.PRJ253009RG5940457RP44179004|W,2022.GlobalStrategicInsights:ContactLensesGlobalTrendReportFY2023PopulationagedPopulationagedunder1515岁以下的人口France11.7mItaly7.3m11.7mSpain6.6mUSA59.9mGrandTotal©GfK22ContactLensesMarketEstimation:CTLmarketincreasedby8.8%year-on-yearto14.5billionyuan24年隐形眼镜市场估计：隐形眼镜市场规模达145亿元OPTMarketSizeEstimation光学市场规模预估光学市场规模预估79%62%81%81%82%77%52%FY2022FY2023EFY2024onlineshare线上市场规模份额FY2018FY2019FY2020FYFY2022FY2023EFY2024onlineshare线上市场规模份额90%80%70%60%50%40%30%20%10%0%2323©GfKAmongmostGfKmonitoredcategories,ContactLensperformedwell在捷孚凯实际监测的大多数类别中，隐形眼镜表现良好SalesvaluePYgrowth%|GfKmonitoredChinaretailmarket|23FY销售额同比增长率%GfK监测中国零售市场（线上传统电商&线下）23年全年（1-12月）+2%GfK监测大品类GfK监测大品类23年全年同比销售额增速%-5.8%手机通讯+3.8%+0.6%-1.8%-9.9%Source:GfKMarketIntelligence:SalesTracking,InternationalCoverage(excl.NorthAmerica),USDValue&growth2023vs2022,HomeEntertainmentincludesMultifunctionalTechnicalDevicesandSDAincludesPersonalDiagnosticsGlobalStrategicInsights©GfKIn2023,Clearisintheleadingpositioninofflinemarket,whilstToricleadsingrowth.2023年，隐形眼镜线下市场由白片主导且增速较快；散光片市场份额反超彩片且领涨。护理液出现恢复性反弹但中长期依然面临挑战CTLMarket|SalesValuePY%|23FY隐形眼镜线下市场|销售额份额%|23全年CTLMarket|SalesValuePY%|23FY隐形眼镜线下市场分品类|销售额同比增速%|23全年9.2%9.2%2.8%-9.9%白片彩片散光片软性隐形眼镜护理液9.7%©GfK3.OpticsMegaTrends结©GfKNewtechnologies:optics,audioandtechcometogetherinsmartglasses新技术：集光学、音频和技术于一身的智能Ray-BanMetaNuanceAudio“Hey“HeyMeta!”ArtificialintelligenceAIinfuturesmartglass，betaavailable.人工智能将运用于智能眼镜，目前已有测试版DesignSmartglassesnowsleek,notTechfeaturesLivestreamingandinstantHealth&visionAIenhanceslifequalitybycompensatingvisionandhearingloss通过人工智能弥补视力、听力的不足来提高生活品质chunkyasbefore.智能眼镜设计更加时尚轻薄，不再像之前那样笨重photoandvideokeyforlatestsmartglasses.直播和拍照录像是智能眼镜的核心功能Source:Waisberg,E.,Ong,J.,Masalkhi,M.etal.Metasmartglasses—largelanguagemodelsandthefutureforassistiveglassesforindividualswithvisionimpairments.Eye(2023)./en/latest-news/ray-ban-meta-glasses-raise-concerns-about-privacy-rights-consent-and-increased-surveillance//news/2023/09/introducing-ai-powered-assistants-characters-and-creative-tools/©GfKThechangingconsumer不断变化的消费者ShapingfuturegrowthopportunitiesforvisioncorrectionBecomingmorehealth-consciousHealth&wellbeingWe’regettingolderhealth-consciousHealth&wellbeingNeeding&wantingmoreoptionsChanginglifestylesChanginglifestylesNewtechnologiesChangingourwearinghabitsofglassesandcontactlensesAgeingAgeingpopulationsTheworld’spopulationofover60year-oldswillexceed2billionby2050,andwillhavedoubledvs20151.全球60岁以上人口到2050年会比现在翻一倍Highdropoutfromcontactlensesafterage65.65岁以上人群有较高几率从隐形眼镜转回框架眼镜Thisprovidesgrowthopportunitiesforspecialtylenses,suchasmultifocals.功能型镜片的增长机会Health&fitnessasapersonalvalueisincreasinginimportanceacrosstheglobe,especiallyacceleratedbythepandemic2.疫情大大加强了消费者对Demandforproductsthatassistinimprovinghealthconditionsareincreasing.有助于提高消费者Newcontactlenstechnologiesoffermyopiacorrectionandincreasedpatientcomfort.Astechnologiesimprove,consumersexpectandcravemore.新型隐形眼镜技术提供近视矫正和增加患者舒适度。随着技术的改进，消费者期Comfortandconveniencearebothkeyconsumertrends.舒适和便利是It’sestimatedthatcurrentlyaround30%oftheglobalpopulationismyopicandthiswillincreaseto50%by20503.Lifestylechangessuchasincreasedscreentimemaybecontributing.据估计，目前全球约有30%的人口近视，到2050年这一比例将增加至50%。增加屏幕时间等生活方式改变可能是一个因素。PreventativemeasuresimporwellasMyopiaManagemchildren.对青少年来说，预防措施和Sources:WorldHealthOrganization,2022;GfKConsumerLife,2023;MyopiaI©GfK欢迎发送邮件至marketing-china@联系我们扫码提交注册免费下载报告©2023NielsenConsumerLLC.AllRightsReserved.提供“全链路，全方位”解决方案，形成有效闭环管理，助力企业•••••势©2023NielsenConsumerLLC.AllRightsReserved.通过零售数据回答：什么产品、在何时、何处、何种价格销售，了解当下来•我们的市场表现如何？是什么影响•我们的市场表现如何？是什么影响•市场上最畅销的产品是什么？我与•我的产品定价与价格段布局是否具•我的销售渠道及区域布局是否和整体市场保持一致？•竞品表现如何？如何保持我们的优势©2023NielsenConsumerLLC.AllRightsReserved.APIAPIGateway新结果©2023NielsenConsumerLLC.AllRightsReserved. 销售数据与消费者使用情况全面联动分析，精准了解消费者需求，•产品销售表现不佳，营销活动提升•产品销售表现不佳，营销活动提升有限，导致产品表现不佳的原因是•消费者如何进行