TechInsights：预计2025年全球消费物联网市场收入同比增长8.8% 突破1250亿美元大关

智通财经2024-09-27

智通财经APP获悉，TechInsights发文称，2025年，全球消费物联网市场将实现强劲增长，预计收入将同比增长8.8%，突破1,250亿美元大关。智能家居和可穿戴设备的销售将推动增长。新机型的强劲表现、人工智能功能的增加、连接率的不断提高、这些品类的新买家比例(非换机销售)、消费者对安全、健康和健身监测、互操作性和家庭能源管理的持续兴趣，以及宏观经济环境的改善，都将在未来一年促进消费需求的...

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Matter将在智能家居领域持续获得关注智能家居连接标准和生态系统的碎片化继续阻碍智能家居设备的互操作性，从而限制了智能家居设备销量的增长。连接标准联盟(CSA)的Matter标准有望改善这种碎片化现象。随着该标准的不断演进、成熟，并在2025年扩展到新的智能家居设备，Matter支持设备的可寻址市场只会持续增长。TechInsights预计，将有更多智能家居设备类别被纳入，并在未来的迭代中对Matter的功能和用户体验进行改进。3. 2025 年仅靠智能手表就能推动腕戴式可穿戴设备的增长尽管批发平均售价(ASP)下降2%，但智能手表将是2025年唯一实现增长的腕戴式可穿戴设备品类，无论是按销量(+8%同比增长)还是收入(+5% 同比增长)计算。在经历了六个季度的下降后，智能手表出货量在2024年第二季度恢复增长，预计这一反弹将持续至2025年。苹果将继续保持该类别的领先地位，占据约50%的市场份额，远超排名第二的华为和三星，这两家公司在2025年的市场份额将分别在12%至16%之间。4. 家庭能源管理需求增长随着产品制造商瞄准ESG(环境、社会和治理)目标，并迎合消费者对节能和环保设备日益增强的认识和兴趣，能源管理功能和能效在2025年的重要性将日益凸显。TechInsights预计，2025年能源价格的持续波动将推动消费者对能够监测和管理家庭能源使用的智能家居产品的需求增长。5. 尽管销量停滞不前，但价格上涨，消费级VR头显收入有望增长尽管苹果公司(AAPL.US)的Vision Pro具有创新性，但其价格过高且使用不便(重量大且电池寿命短)，因此无法说服大多数消费者在非游戏、企业和小众应用场景之外采用VR头显。自2024年初以来，VR头显的批发平均售价(ASP)普遍大幅上涨，因此预计2025年的收入也将增长约20%，尽管出货量可能不会出现增长。苹果预计将在2026-2027年推出的第二代、更实惠的Vision Pro有望成为该类别下一波增长的催化剂。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2470299127","isCrawlerRequest":true}