美國物聯(lián)網(wǎng)IOT行業(yè)市場前景及投資研究報告-培訓(xùn)課件外文版2024.5

DIGITAL

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TRENDSInternetofThings(IoT)intheU.S.CHAPTER

01OverviewPrognosisofworldwidespendingontheInternetofThings(IoT)from2018to2023(inbillionU.S.dollars)InternetofThings(IoT)spendingworldwide2023900805.7800749720.36867006005004003002001000646201820192020202220233Description:Asof2023,805billionU.S.dollarswerespentontheInternetofThings(IoT)technologyworldwide.Despitebeinganincreasefromtheyearbefore,the2023spendinggrewlessthanoriginallyforecast,duetotheglobalcoronaviruspandemic.TheprognosisforworldwidespendingonIoTby2023was1.1trillionU.S.dollars,asestimatedin2019.Region-wise,theAsiaPacificregionheldthelargestshareoftheIoTmarket.NorthAmericacameinsecond,followedbyEurope,MiddleEastand[...]

ReadmoreNote(s):Worldwide;2018to2023;*Forecast.For2022thesourcestatesthefollowing"WorldwideIoTspendingisforecasttopassthe$1trillionmarkin2022".

Datafor2021unavailable

ReadmoreSource(s):IDC;VarioussourcesNumberofwide-areaandshort-rangeIoTdevicesworldwidefrom2014to2027(inmillions)Wide-areaandshort-rangeIoTdeviceinstalledbaseworldwide2014-2027Short-RangeIoTWide-AreaIoT35,00030,00025,00020,00015,00010,0005,00005,4234,8824,3363,82514,9002024*3,31912,3932023*25,1502027*1,8862,86221,5592026*1,5899,1492,2908,54617,9672025*1,1567,47579358010,74510,2953243,8846,1962454,9622,7282014201520162017201820192020202120224Description:In2022,thenumberofshort-rangeinternetofthings(IoT)devicesreached10.3billionworldwide.Thatnumberisforecasttoincreaseto25billionby2027.Thewide-areaIoTdevicesamountedto2.9billionin2021andarepredictedtoreach5.4billionby2027.ReadmoreNote(s):Worldwide;2023;*ForecastReadmoreSource(s):EricssonWorldwideSmartHomesecurityrevenuein2022,bycountry(inmillionU.S.dollars)SmartHomesecurityrevenueworldwide,bycountry2022RevenueinmillionU.S.dollars2,000

3,00001,0004,0005,0006,000UnitedStatesChina5,434.14,008.66Japan993.14906.2SouthKoreaUnitedKingdomIndia897.75683.52653.05GermanyFrance

272.18Netherlands

202.71Sweden

60.5Russia

32.5Norway120.395Description:TheUnitedStatesisleadingtherankingbyrevenueinthesecuritysegmentofthesmarthomemarket,recording5.4billionU.S.dollars.FollowingcloselybehindisChinawith4billionU.S.dollars,whileTurkeyistrailingtherankingwith36.92millionU.S.dollars,resultinginadifferenceof5.4billionU.S.dollarstotherankingleader,theUnitedStates.ReadmoreNote(s):UnitedStates;Jan1sttoDec31st2022Source(s):DigitalMarketInsightsWorldwideSmartHomesecuritypenetrationratein2026,bycountrySmartHomesecuritypenetrationrate2026,bycountryHouseholdpenetrationrateinpercent010203040506070SouthKoreaNorway60.959.2NetherlandsUnitedKingdomUnitedStatesSwitzerlandGermany4745.242.537.937.6France32.8Sweden28.5China23.923.423.2DenmarkAustria6Description:ThepenetrationrateoftheSmartHomesecuritysegmentinSouthKoreaisestimatedtobethehighestworldwideby2026withalmost61percent,followedbyNorwaywith59.2andtheNetherlandswith47percent.ThebiggestSmartHomesecuritymarketaccordingtorevenuetheUnitedStatesonlyisestimatedtoonlyhaveapenetrationrateof45.5percent.ReadmoreNote(s):UnitedStatesSource(s):DigitalMarketInsightsConsumerIoTmarketsizeinNorthAmericafrom2020to2022,withaforecastupto2030,bytype(inbillionU.S.dollars)NorthAmericaconsumerIoTmarketsize2020-2030,bytypeWirelessWiredCellular60504030201002020202120222023*2024*2025*2026*2027*2028*2029*2030*7Description:In2022,themarketvalueofconsumerIoTinNorthAmericawasabout29.8billionU.S.dollars.Wirelesswasthelargestmarkettypethatyear,amountingtoaround17.9billionU.S.dollars.

ReadmoreNote(s):NorthAmerica;2020to2023;*Forecast.ReadmoreSource(s):ExtrapolateCHAPTER

02SegmentsConsumerIoTmarketsizeintheUnitedStatesfrom2020to2022,withaforecastupto2030(inbillionU.S.dollars)UnitedStatesconsumerIoTmarketsize2020-20307060504030201002020202120222023*2024*2025*2026*2027*2028*2029*2030*9Description:InNorthAmerica,theUnitedStateswasthelargestregionalmarketforconsumerIoTmarketin2022amountingtoaround22.9billionU.S.dollars.Between2023and2030,theUnitedStatesmarketwasforecasttogrowbyacompoundannualgrowthrateof13percent,reachingaprojected64.6billionU.S.dollarsin2030.ReadmoreNote(s):UnitedStates;2020to2023;*Forecast.ReadmoreSource(s):ExtrapolateNumberofelectricsmartmetersinstalledintheUnitedStatesfrom2007to2020,withaforecastfor2021to2022(inmillionunits)NumberofsmartmeterinstallationsintheU.S.2007-20221401201241171109910088798060402007165615046423627137Dec'07

Dec'09

Sep'11

May'12

Dec'12

July'13

July'14Jul'15

Dec'15

Dec'16

Dec'17

Dec'18

Dec'19

Dec'20

Dec'21*

Dec'22*10Description:Atotalof124millionsmartmetersareexpectedtobedeployedbytheendof2022intheUnitedStates.Thisisanincreaseofalmost120millionunitscomparedto2007.DukeEnergyandNextEraEnergyweretheleadingelectricutilitiesbasedonnumberofsmartmetersinstalledintheU.S.ReadmoreNote(s):UnitedStates;2007to2022;*Projection.Source(s):InstituteforElectricEfficiencySmartwastemanagementmarketsizeintheUnitedStatesin2021,withaforecastuntil2027(inmillionU.S.dollars)SmartwastemanagementmarketsizeintheUnitedStates2021-20271,000900800700600500927.82439.724003002001000364.542021*2022**2027**11Description:ThesmartwastemanagementmarketintheUnitedStateshadanestimatedvalueof364.54millionU.S.dollarsin2021.ItisprojectedthattheU.S.smartwastemanagementmarketwillreachavalueof927.82millionU.S.dollarsin2027.Thiswouldaccountforalmostaquarteroftheprojectedglobalsmartwastemanagementmarketsizethatyear.SmartwastemanagementusestechnologiesthattypicallyincorporateInternetofThings(IoT)monitoringtoolstomakewastemanagement[...]

ReadmoreNote(s):UnitedStates;2021;*Estimate**ForecastReadmoreSource(s):360iResearch;MarketRConsumerIoTmarketsizeinNorthAmericafrom2020to2022,withaforecastupto2030,bytype(inbillionU.S.dollars)NorthAmericaconsumerIoTmarketsize2020-2030,bytypeWirelessWiredCellular60504030201002020202120222023*2024*2025*2026*2027*2028*2029*2030*12Description:In2022,themarketvalueofconsumerIoTinNorthAmericawasabout29.8billionU.S.dollars.Wirelesswasthelargestmarkettypethatyear,amountingtoaround17.9billionU.S.dollars.

ReadmoreNote(s):NorthAmerica;2020to2023;*Forecast.ReadmoreSource(s):ExtrapolateCHAPTER

03CompaniesSmarthomemanagementdeviceownershipbybrandintheU.S.asofJune2023SmarthomemanagementdeviceownershipbybrandintheU.S.2023Shareofrespondents15%

20%0%5%10%25%30%35%AT&TSamsungRing34%21%18%ADT17%17%GoogleNestAppleHomeKitAPhilips14%10%10%BelkinBosch8%8%HoneywellEcobee7%6%Control45%14Description:WeaskedU.S.consumersabout"Smarthomemanagementdeviceownershipbybrand"andfoundthat"AT&T"takesthetopspot,while"Netatmo"isattheotherendoftheranking.ReadmoreNote(s):UnitedStates;July2022toJune2023;4327respondents;18-64years;respondentswhoownsmarthomedevicesforcomfortandlighting,buildingsafety/securityorenergymanagement(Housing&householdequipment,Internet&devices)Source(s):

ConsumerInsightsSmartspeakerownershipbybrandintheU.S.asofJune2023SmartspeakerownershipbybrandintheU.S.2023Shareofrespondents0%10%20%30%40%50%60%70%AmazonEchoGoogleHomeAppleHomePodBose65%26%21%17%17%GoogleNestSony11%JBL9%EufyGenieFabriqHarmanKardonLenovo8%7%6%6%5%5%ILuvAudClickPanasonic15Description:WeaskedU.S.consumersabout"Smartspeakerownershipbybrand"andfoundthat"AmazonEcho"takesthetopspot,while"ZoloMojo"isattheotherendoftheranking.ReadmoreNote(s):UnitedStates;July2022toJune2023;2660respondents;18-64years;respondentswhoownasmartspeaker(Housing&householdequipment,Internet&devices)Source(s):ConsumerInsightsMostusedeHealthtracker/smartwatchesbybrandintheU.S.asofJune2023MostusedeHealthtracker/smartwatchesbybrandintheU.S.2023Shareofrespondents30%0%10%20%40%50%60%AppleFitbit58%28%SamsungGoogleLGGarminAmazfitASUS21%12%10%9%8%8%8%FossilHuaweiHonorXiaomi/MiMisfit5%4%4%3%16Description:With58percent,AppleisthemostpopularbrandforpersonalsmartwatchesandeHealthorfitnesstrackersamongU.S.consumers.InsecondplacefollowsFitbitwith28percentofrespondents.Theseresultsarebasedonarepresentativeonlinesurveyconductedin2023among3,142consumersintheUnitedStates.

ConsumerInsightsofferyouexclusivemarketresearchresultsfromover50countriesandterritoriesworldwide.

ReadmoreNote(s):UnitedStates;July2022toJune2023;3142respondents;18-64years;respondentswhousefitnesstrackers,smartwatcheswithfitnessfunction,motiontrackersorsleeptrackingsystems(Housing&householdequipment,Internet&devices)Source(s):

ConsumerInsightsBoschbrandawareness,usage,popularity,loyalty,andbuzzamongsmarthomeusersintheUnitedStatesin2022BoschbrandprofileintheUnitedStates202270%60%50%40%30%20%10%0%67%17%10%9%6%BoschawarenessBoschpopularityBoschusageBoschloyaltyBoschbuzz17Description:HowhighisthebrandawarenessofBoschintheUnitedStates?ReadmoreNote(s):UnitedStates;24August2022to30August2022;864respondents;18-64years;respondentswhousesmarthomedevicesSource(s):

ConsumerInsightsGoogleNestbrandawareness,usage,popularity,loyalty,andbuzzamongsmarthomeusersintheUnitedStatesin2022GoogleNestbrandprofileintheUnitedStates202279%80%70%60%50%40%30%20%10%0%35%25%25%19%GoogleNestawarenessGoogleNestpopularityGoogleNestusageGoogleNestloyaltyGoogleNestbuzz18Description:HowhighisthebrandawarenessofGoogleNestintheUnitedStates?ReadmoreNote(s):UnitedStates;24August2022to30August2022;864respondents;18-64years;respondentswhousesmarthomedevicesSource(s):ConsumerInsightsCHAPTER

04ConsumptionAdoptionofinformationtechnology(IT)trends,currentandplanned,inorganizationsinNorthAmericaandEuropefor2023TechnologytrendadoptionNA/Europe2023Shareofrespondents0%10%20%30%40%50%60%70%80%GigabitWi-FinetworkingITautomationtechnologyIoT67%65%57%5Gtechnology53%52%51%51%VirtualDesktopInfrastructure(VDI)ContainertechnologyEdgecomputingConverged/hyperconvergedinfrastructureServerlesscomputingComposableinfrastructureArtificialintelligence48%48%44%43%3Dprinting40%VirtualrealitytechnologyKubernetes37%36%35%Blockchaintechnology20Description:ThemostpopularinformationtechnologytrendeitherimplementedorplannedtobeimplementedinNorthAmericanandEuropeanorganizationswasgigabitWi-Finetworking,followedbyITautomationtechnology.Bycontrast,only35percentofrespondentsstatedthattheircompanyeitheradoptedofplannedtoadoptblockchaintechnologyin2023.ReadmoreNote(s):NorthAmerica,Europe;June2022;>1,400;ITprofessionalsSource(s):Spiceworks;SWZDSmarthomepenetrationrateintheUnitedStatesfrom2018to2027,bysegmentSmarthomepenetrationrateintheUnitedStates2018-2027,bysegmentControl&ConnectivitySecurityEnergyManagementComfort&LightingSmartAppliancesHomeEntertainment80%70%60%50%40%30%20%10%0%201820192020202120222023202420252026202721Description:Overthelasttwoobservations,theuserpenetrationisforecasttosignificantlyincreaseinallsegments.Thisreflectstheoveralltrendthroughouttheentireforecastperiodfrom2018to2027.Itisestimatedthattheuserpenetrationiscontinuouslyrisinginallsegments.Inthisregard,theControl&Connectivitysegmentachievesthehighestvalueof70.84percentin2027.ReadmoreNote(s):UnitedStates;2018to2027Source(s):DigitalMarketInsightsSmarthomedeviceownershipintheU.S.asofJune2023SmarthomedeviceownershipintheU.S.2023Shareofrespondents0%10%20%30%40%50%60%70%80%78%Yes,forentertainment(e.g.,Bluetoothspeakers,SmartTVs,streamingdevices)Yes,forbuildingsafety/security(e.g.,connectedsmokedetectors,connectedcameras)35%33%31%29%27%Yes,forelectricityandlighting(e.g.,smartplugs,connectedlightbulbs)Yes,smartappliances(e.g.,robotvacuums,smartmicrowaves)Yes,forenergymanagement(e.g.,connectedthermostats,temperaturesensors)Yes,smartspeakerswithanintegratedvirtualassistant(e.g.,AmazonEcho)Other5%IdonotownanySmartHomedevices15%22/statistics/997160/smart-home-device-ownership-in-the-usWhenaskedabout"Smarthomedeviceownership",35percentofU.S.respondentsanswer"Yes,forbuildingsafety/security(e.g.,connectedsmokedetectors,connectedcameras)".Thisonlinesurveywasconductedin2023,among10,011consumers.ReadmoreNote(s):UnitedStates;July2022toJune2023;10011respondents;18-64yearsSource(s):ConsumerInsightsWhichsmarthomedevicesdoesyourhouseholdown?*OwnershiprateofsmarthomedevicesintheUnitedStates2022Shareofrespondentsowningsmarthomedevice0%10%20%30%40%50%60%70%80%SmartTV's76%Smartspeakerswithanintegratedvirtualassistant(e.g.AmazonEcho)32%Smartbulbs24%23%22%21%20%Streamingdevices(e.g.AmazonFireTVstick,GoogleChromecast)OtherSmartsecuritycamerasBluetoothspeakerswithoutavirtualassistantSmartplugsConnectedthermostats17%17%Smartlocks15%13%Connecteddetectorsforhazardprevention(e.g.smoke,floodormotiondetectors)Bigsmartappliances(e.g.refrigerator,washingmachine)Gatewaysorhubs13%13%23Description:Accordingtoa2022surveythemostownedsmarthomedevicesaresmartTVs.76percentofsurveyrespondentssaidthattheyownasmartTV.Othersmarthomedevicesownedbyatleast20percentofthehouseholdsaresmartspeakers,streamingdevices,bluetoothspeakers,andsmartbulbs.ReadmoreNote(s):UnitedStates;1Q2022;45,650respondents;18-64years;Ownasmarthomedevice;*Multipleanswerswerepossible.

ReadmoreSource(s):ConsumerInsightsCHAPTER

05Specialfocus:SmarthomeSmarthomerevenueintheUnitedStatesfrom2018to2027,bysegment(inbillionU.S.dollars)SmarthomerevenueintheUnitedStates2018-2027,bysegmentSmartAppliancesControl&ConnectivitySecurityEnergyManagementComfort&LightingHomeEntertainment6050403020100201820192020202120222023202420252026202725Description:Overthelasttwoobservations,therevenueisforecasttosignificantlyincreaseinallsegments.Aspartofthepositivetrend,therevenuereachesthemaximumvalueforallsixdifferentsegmentsattheendofthecomparisonperiod.ParticularlynoteworthyisthesegmentSmartAppliances,whichhasthehighestvalueof15.22billionU.S.dollars.ReadmoreNote(s):UnitedStates;2018to2027Source(s):DigitalMarketInsightsConnecteddevicesownershipintheUnitedStatesin2022,byageConnecteddevicesownershipintheU.S.2022,byage18-3435-5455+80%70%60%50%40%30%20%10%0%70%

70%59%54%53%40%24%21%21%20%19%19%18%17%13%12%11%10%10%10%7%5%

5%TiVo3%ConnectedorSmartTVStreamingTVVoiceactivatedSpeakersystemSmartlightsSmartheatingNoneoftheabovedevice,suchas

devices(otherthanRoku,AppleTV,ChromecastorAmazonFireTVsmartphone)26Description:AccordingtoasurveyconductedintheUnitesStatesin2022,71percentofrespondentsintheagegroupof35to54yearshavesmartTVsorconnectedTVs,and54percenthadastreamingTVdevice.Respondentsfromhouseholdsagedover55arelesslikelytohaveconnecteddevicesthanothers.ReadmoreNote(s):UnitedStates;October13to20,2022;1,945respondents;18yearsandolder;SamplematchedtoU.S.Censusforage,genderandraceSource(s):VorhausAdvisorsBuildingsafety/securitysmarthomedeviceownershipofconsumersintheU.S.asofMarch2023Buildingsafety/securitydeviceownershipintheU.S.202364%60%50%40%30%22%20%16%14%10%0%SmartsecuritycamerasSmartlocksConnecteddetectorsforhazardprevention(e.g.smoke,floodormotiondetectors)Noneoftheabove27Description:ThisstatisticshowsresultsfromtheConsumerInsightsGlobalsurveyconductedintheUnitedStates.Participantswereaskedaboutsmarthomedeviceownership.AsofMarch2023,some22percentofU.S.respondentsstatedthattheyownsmartsecuritycameras.Thesurveywasconductedin2023,among8,390respondents.ReadmoreNote(s):UnitedStates;April2022toMarch2023;8390respondents;18-64yearsSource(s):ConsumerInsightsSmarthomemanagementdeviceownershipbybrandintheU.S.asofJune2023SmarthomemanagementdeviceownershipbybrandintheU.S.2023Shareofrespondents15%

20%0%5%10%25%30%35%AT&TSamsungRing34%21%18%ADT17%17%GoogleNestAppleHomeKitAPhilips14%10%10%BelkinBosch8%8%HoneywellEcobee7%6%Control45%28Description:WeaskedU.S.consumersabout"Smarthomemanagementdeviceownershipbybrand"andfoundthat"AT&T"takesthetopspot,while"Netatmo"isattheotherendoftheranking.ReadmoreNote(s):UnitedStates;July2022toJune2023;4327respondents;18-64years;respondentswhoownsmarthomedevicesforcomfortandlighting,buildingsafety/securityorenergymanagement(Housing&householdequipment,Internet&devices)Source(s):

ConsumerInsightsCHAPTER

06Specialfocus:MobileconnectionsConsumerIoTmarketsizeinNorthAmericafrom2020to2022,withaforecastupto2030,bytype(inbillionU.S.dollars)NorthAmericaconsumerIoTmarketsize2020-2030,bytypeWirelessWiredCellular60504030201002020202120222023*2024*2025*2026*2027*2028*2029*2030*30Description:In2022,themarketvalueofconsumerIoTinNorthAmericawasabout29.8billionU.S.dollars.Wirelesswasthelargestmarkettypethatyear,amountingtoaround17.9billionU.S.dollars.

ReadmoreNote(s):NorthAmerica;2020to2023;*Forecast.ReadmoreSource(s):ExtrapolateShareofmobileconnectionsintheUnitedStatesfrom2019to2025,byg