GfK：2024全球及國(guó)內(nèi)鏡片和隱形眼鏡市場(chǎng)回顧與展望報(bào)告

Global&Global&ChinaOpticalMarketOverviewandTrend鏡片和隱形眼鏡市場(chǎng)?GfK2123GfKIntroduction&ConsumerTrends捷孚凱介紹及消費(fèi)者趨勢(shì)Global&ChinaSpectacle&ContactLensesMarketOverview海內(nèi)外眼鏡和隱形眼鏡市場(chǎng)概述OpticsMegaTrends光學(xué)行業(yè)大趨勢(shì)總結(jié)?GfK3123GfKIntroduction&ConsumerTrends捷孚凱介紹及消費(fèi)者趨勢(shì)Global&ChinaSpectacle&ContactLensesMarketOverview海內(nèi)外眼鏡和隱形眼鏡市場(chǎng)概述OpticsMegaTrends光學(xué)行業(yè)大趨勢(shì)總結(jié)?GfK4Together,weoffertheFullViewofConsumingBuyingBehaviourNIQ&GfK聯(lián)手提供市場(chǎng)全貌，展現(xiàn)消費(fèi)者購(gòu)買(mǎi)行為洞察Tocreatetheworld’sleadingconsumerintelligencecompanyExpanded,unrivaledglobalcoverageDurableandTechmeetsFMCG以未來(lái)為導(dǎo)向人性化Leadersinomni-channelmeasurementandfirst-moversincloud-basedtechnologyplatformsNIQandGfKsharelike-mindedcultures.Combinationwon’tdisruptservicestoourclients.?GfK5GfKGlobalOpticsPanels捷孚凱全球光學(xué)版圖EuropeDenmarkFranceGermanySpain24marketstrackedEuropeDenmarkFranceGermanySpainSwedenItalyNetherlandsNorwayPolandSwitzerlandSwedenItalyNetherlandsNorwayPolandSwitzerlandIrelandGreatBritainCISRussiaAsiaCISRussiaAsiaChinaSingaporeAmericasUnitedStatesBrazilChileJapanSouthKoreaJapanTaiwanMalaysiaTaiwanMiddleEastUAESaudiArabiaConsumerTrend?GfK6Theworld‘spopulationisageing,impactingtheincidenceofconditionssuchaspresbyopia,glaucomaandcataract世界人口不斷老化，影響了老花眼，青光眼和白內(nèi)障等疾病的發(fā)病率35%30%25%20%15%10%5%0%%populationaged65orolder65歲及65歲以上人口占比29%24%22%20%17%14%197019801990200020102021JapanItalyGermanySwendenUSAAustraliaSouthKoreaChinanThecommononsetofpresbyopiaisaroundmid-40s.Theincidenceofpresbyopiainthose45orolderisestimatedtobe83-89%2.Currentestimatesindicatethataround26%oftheworld‘spopulationispresbyopic,andthisofcourseissettorise.Uncorrectedpresbyopialeadstolossofproductivityanddecreasedquality-of-life.45歲及以上的老花眼發(fā)病率為83-89%。全球約有26%的人口患有老花眼，這個(gè)比例會(huì)持續(xù)上升。老花眼未經(jīng)矯正會(huì)生活質(zhì)量降低。nGlaucomaistheleadingcauseofirreversibleblindnessintheworld.Beingover50isarisk-factor.Theincidencewillincreasebyaround50%by20403青光眼是一種不可逆的致盲原因，50歲以上是風(fēng)險(xiǎn)點(diǎn)，預(yù)計(jì)到2040年，相關(guān)人群的發(fā)病率將增長(zhǎng)到50%。nCataractisthenaturalclumpingofproteinsintheeyewithage(startingaroundage40).Itcausesvisiontobecomecloudy,hazyorblurry.Itcanbetreatedbysurgery,butleftuntreatedeventuallyleadstoblindness.Byage80,morethanhalfofpeoplehavehadcataractsorsurgeryforcataracts4.白內(nèi)障是隨著年齡增長(zhǎng)（大約在40歲左右開(kāi)始）眼睛中蛋白質(zhì)自然凝聚的現(xiàn)象。它會(huì)導(dǎo)致視力變得模糊、朦朧或模糊不清。到了80歲，超過(guò)一半的人患有白內(nèi)障或接受過(guò)白內(nèi)障手術(shù) 1OECD–2021.|2PresbyopiaPhysian,June2022.3JournalofOpthamologyVol121,Issue11,Nov2014.|4NationalEyeInstitute,2023?GfK7China’sPopulationProjection-MediumVariant（2021-2050）中國(guó)人口中長(zhǎng)期變動(dòng)趨勢(shì)預(yù)測(cè)（2021-2050）DemographicForecastbyAgeGroupinChina（tenthousandpeople)0-14歲15-64歲65歲及以上14%28%31%1500001300001100009000070000500003000010000-100005/16/2024DataSource：CPDRC?GfK85/16/2024Thepersonalimportanceofhealthandfitnesshasincreasedvspre-pandemic與疫情前相比，個(gè)人對(duì)身心健康的重視程度有所提高GfKConsumerLife|PersonalHealthandFitness-Veryimportant/important(ranking)GfK消費(fèi)者生活|個(gè)人身心健康-非常重要/重要（排名）Rankofpersonalvalues*個(gè)人價(jià)值排名3344oHealth44oHealtho&fitness1212201920232019GfKConsumerLifeGlobal2023.#4personalvaluePersonalvalueonalistof57consistentlytrackedsince2019,↑8rankfrom2019(ranked#12in2019)?GfK9Lifestylechange:screentimehasincreasedsincethepandemic,havingimplicationsforeyesightandeyehealth生活方式的改變：自疫情以來(lái)，屏幕使用時(shí)間增加，影響視力和眼部健康59%個(gè)18ppincreaseprevspostJanuary2020與2020年1月相比，該比例提高了18%?Therateofschoolchildrenwithmorethan2hrsscreentime1屏幕使用時(shí)間超過(guò)兩小時(shí)的學(xué)齡兒童比例113hours3.5hoursvspre-pandemic與疫情前相比，屏幕使用時(shí)間增加了3.5小時(shí)?Timethatadultsnowspendonaverageinfrontofscreensperday2成人日均屏幕使用時(shí)間271%ofECPsreportpatientcomplaintsabouteyestrainandfatigueduetoincreasedscreentime271%的眼科護(hù)理專業(yè)人士提到患者抱怨屏幕時(shí)間增加導(dǎo)致眼睛疲勞2ComputerVisionSyndromeaconcern.計(jì)算機(jī)視覺(jué)癥候群的出現(xiàn)是一個(gè)值得關(guān)注的問(wèn)題+14%?Salesgrowth2023vs2019ITandOfficeproductsglobally3相比于2019年，2023年全球電子設(shè)備銷售額增長(zhǎng)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捷孚凱介紹及消費(fèi)者趨勢(shì)Global&ChinaSpectacle&ContactLensesMarketOverview海內(nèi)外眼鏡和隱形眼鏡市場(chǎng)概述OpticsMegaTrends光學(xué)行業(yè)大趨勢(shì)總結(jié)?GfK12GfKOpticsPanelOpticsProductsOpticsProductsGfKGfKprovidesrelatedservicessuchasretailtracking,UniverseStudyresearch,consumerinsight,customizedreports,etc.GfK提供零售監(jiān)測(cè)的定制化分析報(bào)告，門(mén)店2.SpectacleLenseGlobalMarketOverview?GfK13SpectacleLensmarketsizeforkeymarketsin20232023年關(guān)鍵市場(chǎng)覆蓋率以及市場(chǎng)規(guī)模SpectacleLenses|SalesValueEURfix,MATtoJun2023|CoverageJune2023鏡片|銷售額（歐元），滾動(dòng)年至2023年6月|2023年6月覆蓋率整體零售額：整體零售額：120億歐元（~約938億元人民幣）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，所有市場(chǎng)的銷售額都在增長(zhǎng)，其中西班牙是主要增長(zhǎng)市場(chǎng)Germany,SpainandJapanaremarketsthathavenotrecoveredinSpectacleLensesTotalMarket*|GlobalCountryCoverage–Retailsalesonly|Growthrate/PriceEURFix*-€6.0bn€438m€232m€826m€664m€2.3bn€6.0bn€438m€232m€826m€664m23年上半年市場(chǎng)體量60億歐元4.4億歐元2.3億歐元23億歐元16億歐元8.3億歐元6.6億歐元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漸進(jìn)鏡片是銷售額和銷售量增長(zhǎng)的主要驅(qū)動(dòng)力Proximitylenses,whilstnichearealsogrowingSpectacleLensesTotalMarket*|ByLensType|SalesUnits/ValueEURFix*ProximityProgressiveMonofocal 333 333330303132銷售量份額6767666565202020212022H12023UnitGrowth%H12023vsPY2023上半年銷售量同比增長(zhǎng)率ProximityProximity讀書(shū)鏡片Progressive漸進(jìn)鏡片Monofocal單焦點(diǎn)鏡片5%-2%11712812462Value(bn)SalesValueShare%銷售額份額 44435858585938383737202010.6202211.7202112202010.6202211.72021126ValueGrowth%H12023vsPY2023上半年銷售額同比增長(zhǎng)率6%Proximity讀書(shū)鏡片6%5%Progressive漸進(jìn)鏡片5%3% 3% Monofocal單焦點(diǎn)鏡片 Source::GfKMarketIntelligence:SalesTracking|PG:SPECTACLELENSES|GrandTotal=Globalcoverage6countriesRetailsalesonly.Note“Others”makesuptheremainingapprox.1%toreach100%sharebase,butwasnotincludedonthischartforvisualclarity.?GfK16PRJ65001-RG5930100-RP44175706-?GfK16GSI:Frames,Lenses,SunglassesGlobalTrends2023Germany,FranceandSpainleadintermsofshareofprogressivelenses德國(guó)、法國(guó)和西班牙的漸進(jìn)鏡片銷售額份額居前列ProgressivelensesarenotgrowinginGermany,themostsaturatedmarket,sowhatis?SpectacleLensesTotalMarket*|ByLensType|SalesValueEURFix-ShareandGrowth%+/-PY|H12023*--2023SalesValueShare%Monofocal單焦點(diǎn)鏡片Progressive漸進(jìn)鏡片1239123978544652603766326727單焦點(diǎn)鏡片增長(zhǎng)率讀書(shū)鏡片增長(zhǎng)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除中國(guó)外，大多數(shù)地區(qū)的年銷售額增長(zhǎng)加快，與疫情前相比，全球銷售額增長(zhǎng)顯著ContactLenses|SalesValueUSDfix|RegionContribution&GrowthvsPY%|FullYear(FY)2021,2022,2023隱形眼鏡|銷售額|地區(qū)貢獻(xiàn)率和增長(zhǎng)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世界隱形眼鏡銷售額增長(zhǎng)率2023vs2022+6.8%2022vs2021+3.3%2021vs2020+11.5%2023vs2019+20.3%?GfK19Source:GfKMarketIntelligence:SalesTracking|ContactLenses|World23countriesinclChinaonline|SalesValueUSD(fix)|PRJ253009-RG?GfK19GlobalStrategicInsights:ContactLensesGlobalTrendReportFY2023ContactLensmarketgrowthstabilizesathigherlevelsthanbeforethepandemic經(jīng)歷疫情的動(dòng)蕩后，隱形眼鏡市場(chǎng)銷售額增長(zhǎng)情況趨于穩(wěn)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銷售額Value+6%+7%vs2021+7%+7%vs2021+7%vs2020+1%vs2022-20%-2%銷售量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復(fù)期Source:GfKMarketIntelligence,ContactLenses.Europeantotalpanelmarket.SalesVolumeisSalespermonthlyequivalentof2eyescontactlenswear?GfK20Higherpriceshadapositiveeffectonrevenuegrowth價(jià)格上漲對(duì)銷售額的增長(zhǎng)產(chǎn)生了積極影響Priceshavegoneup+4%yearonyearandrevenue+6%價(jià)格同比增長(zhǎng)+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西班牙在兒童近視防控方面處于領(lǐng)先地位，僅次于美國(guó)市場(chǎng)5countriescontribute87%oftrackedMyopiaManagement*lenssalesglobally5個(gè)國(guó)家占GfK零售檢測(cè)范圍內(nèi)全球近視防控*鏡片銷售額的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歲以下的人口France11.7mItaly7.3m11.7mSpain6.6mUSA59.9mGrandTotal?GfK22ContactLensesMarketEstimation:CTLmarketincreasedby8.8%year-on-yearto14.5billionyuan24年隱形眼鏡市場(chǎng)估計(jì)：隱形眼鏡市場(chǎng)規(guī)模達(dá)145億元OPTMarketSizeEstimation光學(xué)市場(chǎng)規(guī)模預(yù)估光學(xué)市場(chǎng)規(guī)模預(yù)估79%62%81%81%82%77%52%FY2022FY2023EFY2024onlineshare線上市場(chǎng)規(guī)模份額FY2018FY2019FY2020FYFY2022FY2023EFY2024onlineshare線上市場(chǎng)規(guī)模份額90%80%70%60%50%40%30%20%10%0%2323?GfKAmongmostGfKmonitoredcategories,ContactLensperformedwell在捷孚凱實(shí)際監(jiān)測(cè)的大多數(shù)類別中，隱形眼鏡表現(xiàn)良好SalesvaluePYgrowth%|GfKmonitoredChinaretailmarket|23FY銷售額同比增長(zhǎng)率%GfK監(jiān)測(cè)中國(guó)零售市場(chǎng)（線上傳統(tǒng)電商&線下）23年全年（1-12月）+2%GfK監(jiān)測(cè)大品類GfK監(jiān)測(cè)大品類23年全年同比銷售額增速%-5.8%手機(jī)通訊+3.8%+0.6%-1.8%-9.9%Source:GfKMarketIntelligence:SalesTracking,InternationalCoverage(excl.NorthAmerica),USDValue&growth2023vs2022,HomeEntertainmentincludesMultifunctionalTechnicalDevicesandSDAincludesPersonalDiagnosticsGlobalStrategicInsights?GfKIn2023,Clearisintheleadingpositioninofflinemarket,whilstToricleadsingrowth.2023年，隱形眼鏡線下市場(chǎng)由白片主導(dǎo)且增速較快；散光片市場(chǎng)份額反超彩片且領(lǐng)漲。護(hù)理液出現(xiàn)恢復(fù)性反彈但中長(zhǎng)期依然面臨挑戰(zhàn)CTLMarket|SalesValuePY%|23FY隱形眼鏡線下市場(chǎng)|銷售額份額%|23全年CTLMarket|SalesValuePY%|23FY隱形眼鏡線下市場(chǎng)分品類|銷售額同比增速%|23全年9.2%9.2%2.8%-9.9%白片彩片散光片軟性隱形眼鏡護(hù)理液9.7%?GfK3.OpticsMegaTrends結(jié)?GfKNewtechnologies:optics,audioandtechcometogetherinsmartglasses新技術(shù)：集光學(xué)、音頻和技術(shù)于一身的智能Ray-BanMetaNuanceAudio“Hey“HeyMeta!”ArtificialintelligenceAIinfuturesmartglass，betaavailable.人工智能將運(yùn)用于智能眼鏡，目前已有測(cè)試版DesignSmartglassesnowsleek,notTechfeaturesLivestreamingandinstantHealth&visionAIenhanceslifequalitybycompensatingvisionandhearingloss通過(guò)人工智能彌補(bǔ)視力、聽(tīng)力的不足來(lái)提高生活品質(zhì)chunkyasbefore.智能眼鏡設(shè)計(jì)更加時(shí)尚輕薄，不再像之前那樣笨重photoandvideokeyforlatestsmartglasses.直播和拍照錄像是智能眼鏡的核心功能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不斷變化的消費(fèi)者ShapingfuturegrowthopportunitiesforvisioncorrectionBecomingmorehealth-consciousHealth&wellbeingWe’regettingolderhealth-consciousHealth&wellbeingNeeding&wantingmoreoptionsChanginglifestylesChanginglifestylesNewtechnologiesChangingourwearinghabitsofglassesandcontactlensesAgeingAgeingpopulationsTheworld’spopulationofover60year-oldswillexceed2billionby2050,andwillhavedoubledvs20151.全球60歲以上人口到2050年會(huì)比現(xiàn)在翻一倍Highdropoutfromcontactlensesafterage65.65歲以上人群有較高幾率從隱形眼鏡轉(zhuǎn)回框架眼鏡Thisprovidesgrowthopportunitiesforspecialtylenses,suchasmultifocals.功能型鏡片的增長(zhǎng)機(jī)會(huì)Health&fitnessasapersonalvalueisincreasinginimportanceacrosstheglobe,especiallyacceleratedbythepandemic2.疫情大大加強(qiáng)了消費(fèi)者對(duì)Demandforproductsthatassistinimprovinghealthconditionsareincreasing.有助于提高消費(fèi)者Newcontactlenstechnologiesoffermyopiacorrectionandincreasedpatientcomfort.Astechnologiesimprove,consumersexpectandcravemore.新型隱形眼鏡技術(shù)提供近視矯正和增加患者舒適度。隨著技術(shù)的改進(jìn)，消費(fèi)者期Comfortandconveniencearebothkeyconsumertrends.舒適和便利是It’sestimatedthatcurrentlyaround30%oftheglobalpopulationismyopicandthiswillincreaseto50%by20503.Lifestylechangessuchasincreasedscreentimemaybecontributing.據(jù)估計(jì)，目前全球約有30%的人口近視，到2050年這一比例將增加至50%。增加屏幕時(shí)間等生活方式改變可能是一個(gè)因素。PreventativemeasuresimporwellasMyopiaManagemchildren.對(duì)青少年來(lái)說(shuō)，預(yù)防措施和Sources:WorldHealthOrganization,2022;GfKConsumerLife,2023;MyopiaI?GfK歡迎發(fā)送郵件至marketing-china@聯(lián)系我們掃碼提交注冊(cè)免費(fèi)下載報(bào)告?2023NielsenConsumerLLC.AllRightsReserved.提供“全鏈路，全方位”解決方案，形成有效閉環(huán)管理，助力企業(yè)?????勢(shì)?2023NielsenConsumerLLC.AllRightsReserved.通過(guò)零售數(shù)據(jù)回答：什么產(chǎn)品、在何時(shí)、何處、何種價(jià)格銷售，了解當(dāng)下來(lái)?我們的市場(chǎng)表現(xiàn)如何？是什么影響?我們的市場(chǎng)表現(xiàn)如何？是什么影響?市場(chǎng)上最暢銷的產(chǎn)品是什么？我與?我的產(chǎn)品定價(jià)與價(jià)格段布局是否具?我的銷售渠道及區(qū)域布局是否和整體市場(chǎng)保持一致？?競(jìng)品表現(xiàn)如何？如何保持我們的優(yōu)勢(shì)?2023NielsenConsumerLLC.AllRightsReserved.APIAPIGateway新結(jié)果?2023NielsenConsumerLLC.AllRightsReserved. 銷售數(shù)據(jù)與消費(fèi)者使用情況全面聯(lián)動(dòng)分析，精準(zhǔn)了解消費(fèi)者需求，?產(chǎn)品銷售表現(xiàn)不佳，營(yíng)銷活動(dòng)提升?產(chǎn)品銷售表現(xiàn)不佳，營(yíng)銷活動(dòng)提升有限，導(dǎo)致產(chǎn)品表現(xiàn)不佳的原因是?消費(fèi)者如何進(jìn)行