2024年全球智能家居行業(yè)市場前景及投資研究報告：小米SU7

???????????????????????????????????????????????????????????????????2??????????????????C?????/??????????????????????????????????????????????…???…??…?????????????????B??/??????????????????????C????????????????????????????????????????????????????????????/???????????????…??…??…2??INDEX????????????????????????????????????????????????????????014?????????????????????????????????????????????????封??????????????????盡???????????????????盡?????盡???????????務(wù)?????????????????WiFi???????Bluetooth??ZigBee????????????????????????????????????????????????????????????????????????????????????封???????????????????WIFI?????????????????????????研?????????????2.4GHz?

5GHz?????????????????

à????尼?????????????????????????????????????????????

à????

àWiFi-5WiFi-6WiFi-7???????????????3.5Gbit/s9.6Gbit/s40Gbit/sWiFi6???????研????封????201320192024E??????????????????????????????????????封???????????務(wù)????????????????????????????

à????

àMEMS??????????????????????????尊???????????????????????????

??MEMS??????????????????????????

???????????????????????????

à????

???????????

???

???MeetIntelligence??6AGI????封???????????????????????????ChatGPT?????

NPL??????????愿???????????????????????NPL?????????

?????????????????????????????????????????????????????務(wù)????AGI???????????????AGI??????????????????????????????????????????????????????????????????????????????

???????????????

???????????????2023??????AI??Alexa???????????????????????????????????????????????????????????????????????????Alexa?????????????????????????????????????????????????2023??Google??Gemini????????????????

??????愿??????

????研????????????????Googleassistant?????????????

??????

?????????????????????????????????????????????

???務(wù)?????????研????????????????????????????????????????????????????????????????????????????????????????????????????

???????????????????

??????????????????

?????????????????????????????????????????????

??

?AI

Floor

Detect????????????????????????????????

???MeetIntelligence??7????????????????????????封???????2022-2023?????????????

30?+?????????去???????

??()10???????????????????????????????????????????????????????????????????????????????????????????封????????????2022??????13,800??????務(wù)??????

???????????????????????????????????????????2022?????

???????封????????????????去??????????

???????????????????????2023?????

???封????????????????

????????????????模??名???????????????202210,500的???????????????????????????

?封??????????????????????????202220,000????

????????????封???的?????????封???的?????????????2022500的???????????????20235,900???封????????????????MeetIntelligence??8??????????封???????????????????????????????????封????????????????2022???????20%???????????????????????????????????(???)YoY??(%)(??)??????YoY??????????????????????????

?

???????

????

??????務(wù)?????????????????32.5%2,125?????????????????封?務(wù)??1,9351,740???????

?????封?????????26.5%1,5441,34817.7%16.6%1,1451,0338.6%14.5%12.7%4.8%11.2%4.8%78010.8%9.8%4.7%6696.9%4.7%20234.2%2.8%-1.4%20222019202020212024E2025E2026E2027E????MeetIntelligence??9???????????封???--

????????????????????????????????????????????????????????????????????????????????????

??

?封??????????????

封?????????

?????????

??????????

????????????????封????????????????????????????????????????????????????????????????封????聆?????????????????????????????????????

?????????????????

?????????務(wù)???????????????????

????????????????????????????????務(wù)

??????????????????????????務(wù)??????????????????務(wù)??????模???????????????????????????????????????封????

????研???????????????

?????????????封MeetIntelligence??10??????????????

????????????????????????

??????????????????????????????????????????????????????????????????????確???????

????

??

?????????送???

???????????????????

??????????務(wù)??????????????????????????????????????????(????:

???,

2019’-2023’

CAGR

%,

2023’-2027’

CAGR

%)????????????????????????????+12.6%845+20.6%526+12.7%448+12.5%329+19.7%277+19.5%206+7.4%+12.4%248+13.2%+11.9%+18.4%+19.5%18018513513513811610182882023

2027E594320192023

2027E20192023

2027E20192023

2027E20192023

2027E20192023

2027E2019????MeetIntelligence??11????????????????????????????????????(??????

%)??????????????????????????務(wù)????2027??????????4???????6.5%6.4%6.0%??????????????????????????20.2%21.0%21.1%????15.1%15.0%15.5%????????8.8%8.6%8.7%8.5%10.0%12.3%39.0%202339.7%2027E????37.1%2019????MeetIntelligence??12????????????0213????????????????????????????????????20%???務(wù)???????????????????????????????模???????????????????????????????????????????????務(wù)???

??????????????????2025??????????20%???2-3?????????30%??????????(???????????????????????)28.8%25.1%21.8%18.9%16.4%202314.2%202212.3%202110.7%20209.3%20192024E2025E2026E2027E????MeetIntelligence??14?????????????????????????????????????????去??????3.0

–???????????2.0

–????1.0

-??????????????????????????????匹?????????????

?????????????????????

??????????????????務(wù)??????????????匹WIFI??????????????????

???????匹???????匹?匹????愿???????????

?????????????????????????????????????????????????????????????????????????????????????

??????匹????????????????????????

?????

?????

?

???????????

???

?????????????

???????????

??????????

???????

???

??????????????????APP?????????????????????MeetIntelligence??15?????????????????????????????????????????????????TA??????????????????????????????????????????????????????????????????????????????????????????????????????????????????塑????????????????????????????????????????????????????????????????????????????????????????????研??????????????????????????????

????????

?匹?匹???????????

匹?????????????????????

??????????????

???????????

???????????研????

????????????????????????

????????

歲

???????????????????????????研?????????????????映??????

????

???????????????????????

????????????????????????????????模?????????????????????研??????????????MeetIntelligence??16??????????????????????????2022??????????????????????Matter????????

????????????????????????????福?????????模???????????Matter??????????????????????????????????????????????????務(wù)??????????

??????

?????????

????????????????????????????????????????務(wù)?????

??????????????????????????SamsungSmartThings?AmazonAlexa??????????????????研?????????????????研????????????????????研????????????????????????????????????????Wi-Fi????Zigbee?Z-Wave?????????匹?????????????????匹???????????研?????????????????????????????MeetIntelligence??17??????封??????????????????封????????????????????????????????????????????????

??10???去????????????????????????????????????????????????????????????????????????????????????????????????????

???

?務(wù)??

??????????MeetIntelligence??18??????封??????????????????????????????????????????????????????????22-23?務(wù)???????????15+64%2023?務(wù)??????AMAZON??Top15???務(wù)???????45%?????????????????????????2022100??廚????2022602023?務(wù)???Heisenberg

RoboticsFurbulous????20222023??????????????60%???AMAZON??Top15??????????????????2023???????????????202320234.21????????????Glazero????2023???????????????20235????????????MeetIntelligence??19??????封??????????????????????????????????????-

2017????????1????AMAZON-

2017????????1????AMAZON-

2016?????-

2019???????????

Top3-

2020??

??2???-

2018???Walmart???????Kickstarter-

2023?????86.54???

???30.5%-

2021???A???4000??-

2023????????

????42.29??300?????148??????+?+2023??????????APP?2023????APP?2023???????2400+?????

?????????????????????????????封?去??封????7.15%???????

?????????300????????????62.3??????????????????????????????????MeetIntelligence??20?????????????????????去?????????????????????????????????????????????????????????????????????????????????????????映????????????????????????????????????????????????????????

????????????????????????????????????????????????????????????????????????????????????????????????????????

??

?

?????

?????????????????????????研???????????????

????粉???

???????????????????????

???????????????????????????????務(wù)?????????????盟???????????????????????????粉?????????映??????????????????????????MeetIntelligence??21???????????????????去????????????????????????????1.0

–????????????????????????????????????????????????????????????????

100%?????????????????????????????????????????????????????2.0

–?????????????????????????????????????????????????????????????????研???????????

50-60%??????

?

???????????

???????

??????????

??????????????????????????????????3.0

–?????????研??????????????????????????研????????????????????????AI???????????

10%?????????????????????????????????MeetIntelligence??22???????????????????????????????????????????????????

$4-10????????????

$70-100vs

10????vs

1060%~75%75%~85%??????????????????????????????????????????????????$2000-3000$50-100$140-190vs

10??vs

10??vs

10??50%55%30%~40%???????????AMAZON?Meet

Intelligence

??23????????????0324???????????????????????????????????務(wù)?務(wù)????????????????????????????封????告????????????????????????????????????????封?????????????封??????封?粉???

???????封????

???????????????

????????????????????????(????:

????2023-2027

CAGR

%?+13.8%869+10.3%+11.2%541518578390354+9.6%+13.4%+13.8%52432027E36342027E262120232027E20232027E20232027E20232027E20232023?????????????????MeetIntelligence??25????????????????????????????????Top

10??????(????????????%)2023?????2027?????23’-27’CAGR10.2%??????????封?????????研????347164?????????????????????1/4??????????????務(wù)????????14.2%務(wù)???27660193???????????????12.9%9579786315.6%??633610.0%??12.3%??373011.2%??569.7%10.0%10.7%資??千??33

1531

14???28

14????MeetIntelligence??26????????????????????????????????????????Top

10(????????????????????????????????)2023???2023????

(廳??)????????????????????????????封????????????????????????????????54%51%48%44%$95.3?????????????????????????????????????????????$62.7$346.7?????資??千??$33.3$78.238%???????務(wù)???36%$27.731%$79.323%19%$31.0$276.39%$56.4????MeetIntelligence??27??????????????

????????????

???務(wù)??????????????(?????????????????)???????????????8%????務(wù)???

??????????????????????????????4%6%6%6%?????封?????????11%14%??????16%??務(wù)???????務(wù)???????????18%??

??

????????????????26%???

????????

???????31%22%15%???

????????

?????????17%?????16%??

??告?????????5%10%????5%8%18%11%9%?????????????

?????8%?????????

????????????13%?????太???????????11%13%10%10%11%10%53%????48%41%33%29%28%????MeetIntelligence??28??????????????????29?????????????????????????2023??????350??????????????????????????????????????2023???????(????????????%)??????????????????2026????????????????????

????????????????????(???)YoY??(%)(??)??YoY?????????????????$511?????????????????????????????$471$430???2027?????????????500????24.0%$284$388$34719.9%$217$3098.8%???????$2295.5%202012.3%11.8%10.8%9.5%8.5%2023?2.9?47.9%??????20192021202220232024E

2025E

2026E

2027E2026???2.5?62.7%??????????MeetIntelligence??30????????????????????????告???????????????????????導(dǎo)??????????務(wù)???????????務(wù)???????????????????

????????????????

????

??????????

???????????????30%???

???

??????????????????????????????????

???????????

????????????????????????2023?????????????(???????=???)???????????/??,

%)(2023?????

(廳??)?2027???

(廳??)0%5%10%15%20%25%30%35%95%100%????$99.5$52.718.9%???????????$34.8

$4.025.7%??$33.5$14.228.9%????$61.2$30.329.7%?????????$91.2$47.332.9%????????$26.4

$15.730.0%????MeetIntelligence??31???????????????????????????????????????????????????????????????????????????????????????????????????????????

???????????

?????????務(wù)?

??????????????

??務(wù)???????????????

??????務(wù)????????????????????????Philips

Hue?Govee??

Ring???

?????

??

?????????

??

??研??????

??????????????????????

???Google????Ecobee???

?????????務(wù)???????Roku????????

????????????Amazon?Apple??????????????????????AppleTV?

?????????????????????????????????務(wù)???????????????MeetIntelligence??32????????????????????????????????????????????????????????????????????????????

??????????????????????????????????????務(wù)???????????盡??????????????????務(wù)???????

????????????????????????????????????????

????????????????????2B-2C??????

????

??????????????????????

??????????務(wù)?????/???????????????

??(&)??????????

?????????????

??????

?????????????????????(??&??)????

?????務(wù)?????/???????

??????

????????????????????/????????封

/???盡?????????????????????????務(wù)??????????

???????????MeetIntelligence??33???????????????????????????務(wù)??????????????????????????????????????????/????????????????????????????????????63%60%45%40%14%11%12%23%?對/?對??5%?????????????????????????????????????????務(wù)????????????????????????????千???????11%9%8%6%5%45%?????絡(luò)30%?????????????號??號???????????????24%17%5%53%17%??9%???????????????????GWI,MeetIntelligence??34????????務(wù)?25-44????????????????????????

?????????????????????????????????務(wù)????????????16-24?25-34?35-44?45-54?55-64?65+??務(wù)???務(wù)???????????????12%1%???務(wù)??????15%27%21%22%24%23%18%17%55%33%????20%19%9%???????????

????????

???????????????????????????????導(dǎo)??????????????????研??篩???????

?????????????????

?????????????????????????????????????????????????GWI,MeetIntelligence??35????????????????????????????2023??????2023????????????????????????37%60%+15%

vs

2020+14%vs

2020???????????研???????????????????39%43%36%????????34%34%????34%30%????????33%29%???????????16%11%8%????????26%26%25%???????????????

???????????YouGov,MeetIntelligence??36??????????????????37????????????????????????????????????????????????????????????????(????????????%)??????????????????????????????????????????????????????????????(廳??)YoY??(%)(??)??YoY?????????封??????????????????????????

?????????39.1%$155.0???????封???????$140.1$124.713.7%$109.715.0%$95.420.2%$47.0???????23.3%$77.4$72.62023?$52.212.3%10.6%3.3?11.1%53.5%6.6%2022??????2026???20192020202120232024E

2025E

2026E

2027E3.4?84.8%???????????MeetIntelligence??38?

???????????????????????????????????????封?????????????????????????????????????????????????????

????????????????????????

???????

??????????????

?????????10%????????

?????2023???????????(???????=???)???????????/??,

%)(2023?????

(廳??)?2027???

(廳??)0.0%5.0%10.0%100.0%????26.718.35.1%???????????62.34.4%??128.310.4%????10.66.45.1%?????????30.220.410.9%?????

??63.86.8%??????MeetIntelligence??39????????????????????????????????????????????務(wù)??????聆?????????????Amazon?Google??????????????????????????????????????????????

???????????

????????務(wù)??

????????務(wù)??

???

????務(wù)??

????

??????

???

??????????研????務(wù)????????????????務(wù)???????務(wù)??????????????

?Roku?AppleTV??

?????

????

Ring???????

??????OVO???

?????????務(wù)???

?????????????????

??????

???????????

????????????????????????????

???????????????????

????????????????

??????????????????????MeetIntelligence??40??????????????????????????????????????????????????????????????????????????????????????

???????????????????????????????????????????????????????務(wù)?????/????????????

??????????

????????????????(??&??)??????(??&??)????

?????務(wù)?????/???????

??????

????????????????????/????????封

/???盡?????????????????????????務(wù)??????????

???????????MeetIntelligence??41?????????????????????????告??????????????????????????????????????????????/????????????????????????????????????67%42%34%44%11%13%11%11%?對/?對??35%????????????????務(wù)?????????????????????????????????????????????19%13%11%49%?????絡(luò)32%??????????????????????24%16%6%5%??????47%??????????????9%8%22%???????????????????GWI,MeetIntelligence??42???????????????????????????????務(wù)???????????????????????

??????????????務(wù)?????????????????16-24?25-34?35-44?45-54?55-64?65+??務(wù)???務(wù)???????????????12%19%22%???務(wù)??????15%23%18%30%46%16%21%20%32%????12%14%11%???????????

????????

???????????????????????????????導(dǎo)?????研??篩?????????????????????????????????????DIY??????????封?對?????????????????????????????????GWI?MeetIntelligence??43????????????????

????&??????????2023????26%??????????58%??????????????????????????????????42%????29%32%???研??22%????????30%??????????14%26%????ULSolutions,TrendWatching,MeetIntelligence??44??????????????????45??????????????????????????????20%??????的?????????????????2024??????????60??????(????????????%)???????????????51.2%???????????????(廳??)YoY??(%)(??)??YoY??????????????務(wù)????封??????$99.8729.5%$48.72$90.80$81.4913.1%$72.05$62.74$54.6012.1%???????14.8%

14.8%14.9%

14.8%$37.612023?11.4%$32.7710.0%3.1?51.2%??????2026???201920202021202220232024E

2025E

2026E

2027E?84.7%3.4??????????MeetIntelligence??46?????

??????????????????研?????????????????

?????????????????????????????????????????????????????????????????????????????????????????????????????2023???????????(???????=???)???????????/??,

%)(2023?????

(廳??)?2027???

(廳??)0.0%

0.5%

1.0%

1.5%

2.0%

2.5%

3.0%

3.5%

4.0%

4.5%

5.0%

5.5%

6.0%

6.5%99.0%

99.5%

100.0%????$30.4$18.85.8%???????????$4.53.3%??$0.6$3.2$2.12.8%????$10.7$7.13.6%?????????$10.0

$2.25.2%?????

??$4.0$2.24.5%??????MeetIntelligence??47????????????????????????????????????????????務(wù)???????????????????????Samsung

LG

KT

Kakao?????????????????????????????????

?????????務(wù)?

???????????

???????????

???????務(wù)???

???????????

??????????????Samsung?務(wù)?????務(wù)?????務(wù)????務(wù)??LG????????????????????Samsung

LG?????

Philips-hue?????????

????務(wù)???????????????Honeywell?????????????????????????Amazon?Google??????Kiturami???

?????????務(wù)???

????????????Coway?????研?????????????????????????????????MeetIntelligence??48?????????????????????????????????????????????告????????????????????????????/????????????????????????????????????61%51%34%14%6%25%12%?對/?對??11%46%????????????務(wù)????????????????????????????????????????????????????絡(luò)59%32%30%90%???17%11%9%????8%2%13%????8%4%????6%???????????????????GWI,MeetIntelligence??49???????????????

??????????????????35-54?務(wù)??????????????務(wù)??????????????????????????16-24?25-34?35-44?45-54?55-64??務(wù)???務(wù)???????????????9%???務(wù)??????1%18%33%46%23%24%26%31%6%53%18%????65+?

0%29%9%???????????

????????

??????????????????????????????導(dǎo)??????????????????????????????????

???????????????????????去????????DIY?????????????????????????????GWI,MeetIntelligence??50????????????0452?????????????????????…????????????????????????????????????????????????????????????????????封????????????????????????告?????????

???????????????????????

???????封??????

????????????????????

????????????????覆????????????????

??????????

?????????????

?????????????

??????????????????????

?????????????????????????

??????????????????????????????????????????????????????????????????????????????????????????????????????????????

??????務(wù)???????????????對???????????????????????????????MeetIntelligence??53?????????????????????????????????????AWAREINTERESTPURCHASELOYALTY??????

??

?????????????????????

???????????????????????????????????????????????????????

???封??

???????????????????????

????????

??????????????????????????????封?????????

????????????

?????KOL???

???

??????????????

??????????????

???

??

???????

?????

???????

??UGC??????????

??????????????????

?????

埋?????????????

????????

????MeetIntelligence??54??????????????????????????????????????????????????????????????????????務(wù)?????????????????????2024?8?11-23???????????????????????????????????DTC???????????????????????????????封????????????????????2024?11?12-13???????務(wù)????????????????????????????????????PO?????2?

?映????????????????????????????2025?1?7-10????????????????

????????????????????

?????????????????????????????????PR

&

KOL?????/KOL????????????KOLErin

Lawrence&2025?5?18-20??????VacuumWars????Tineco??????????????????????????????YouTube??????16?+??????????MeetIntelligence??55????????????????????????????????????????/????????????????????????????????????????????

???????????

????????

????????????????????????????????

?????2024?????????????

?Govee?TikTok?封???太????2024?????????????????????????????????

????

?

?????

?????????????????????Meta?TikTok????????????????????????Meta?尼??????????????????

?????#WorldArtDay#?hashtag??務(wù)????????????????????2???盟

?愿17????????#Olympic2024???TikTok????89.9????#RoutineRoutetoWin?hashtag??????????????MeetIntelligence??56????????????IP???????????????????????????????????

IP????????????????????????????IP????????????????

????????????????????????????????

???????

????????

????????KOLIP?????

?Tineco???????Petkit?2024?

?????2024?????2???????????????????????????匹?????

?Govee??????????????????????????????Meta?IG?尼????封?????????????????????????務(wù)??????????Meta?IG?TikTok???????KOL?

???

???????Sphynx.cat.us?IG?封?????務(wù)TikTok??????????17.8?封???Po??????2.7?????

???????????????????????????TikTok?????4?+??????????MeetIntelligence??57???????????KOL??????????????????????????????/KOL?????????????????????的?????????????????????????

?????????KOL????????????????????/KOL?????

???????

???????????????????????????????????????????????KOL?????KOL?????

KOL????KOLYouTube????127?YouTube????39?YouTube????57?KOL????3C??KOLEngineering3C??KOLMunkTV???????Facts?????????????????????Sasha_Elena_Real????????????????????????????>50W10-50W5-10W<5W??????????????????????????????????????????????????????????????????????YouTube?????231?YouTube?????9???????YouTube?????3631???????????MeetIntelligence??58??????????????????????????????????????????????????????????????????????????????????????

????????????

???????????

?????????????????????????????????????????????????????愿??????????????????????????????

?????模???????????YouTube