20231204_东方证券_家电行业:iRobot新品反响如何?颓势能否逆转?_23页.pdf
|iRobot 2023 9 iRobot Roomba Combo J9+1399 Roomba Combo J7+J9+J9+J9+iRobot iRobot iRobot 2010 2010 Evolution Robotics VSLAM 2018 iRobot iRobot VSLAM iRobot iRobot iRobot 2022 iRobot 418 23.9%iRobot 2023-2.4-2.2 2023 24%-41.1%2021 2022 8 iRobot 2023 9 iRobot Roomba Combo J9+1399 Roomba Combo J7+J9+J9+J9+iRobot iRobot/2023 12 04 S0860523070002 2024 2023-11-23 AI 2023-11-22 2023-11-03 iRobot iRobot 2 iRobot.5 iRobot.8.8 iRobot.11.14 iRobot.18.21.21 1ZFUxOsPoNmNrPtQsPsNpO7N9R9PtRrRpNsRlOqRpNjMoOmR9PnNyRwMrQtQxNsOmM iRobot 3 1 iRobot.5 2.6 3.7 4.7 5 iRobot.8 6 iRobot.9 7 2009.9 8 Roomba.9 9 Roomba“”.9 10 iRobot.10 11 iRobot.11 12 Neato XV-11 RPS.11 13 Neato XV-11.11 14 2010 Samsung NaviBot S.12 15 2011 LG Hom-Bot 2.0.12 16 iRobot Roomba 800 AeroForce.12 17 iRobot Evolution Robotics VSLAM.12 18 Roomba 900.13 19 2017.13 20 iRobot.14 21 iRobot.15 22.16 23.16 24 iRobot.17 25 iRobot.17 26 iRobot.18 27$200.18 28 iRobot EMEA$200.19 29 iRobot$200.19 30.19 32.19 33 iRobot.20 34 iRobot.20 35 Google Trends.20 iRobot 4 1.12 2.15 3 2022 12 iRobot.17 iRobot 5 iRobot 2023 9 iRobot Roomba Combo j9+1399 Roomba Combo j9+4 100%iRobot OS 7.0 iRobot SmartScrub Roomba Combo J7+1 iRobot iRobot J9+iRobot 6 2 11 iRobot J9+999 S8 Pro Ultra 1199 X2 Omni 1045 J9+J9+2000 S8 Pro ultra 1 5000 iRobot Combo j9+G20(海外为S8 Pro ULTRA)X2 OMINI 2023年9月 2023年3月 2023年8月 美亚$1399,未登陆中国 国内¥4999,美亚$1599.99 京东¥4999,美国$1499.99 否 是 是 扫拖一体 扫拖一体 扫拖一体 视觉导航 激光导航(LDS)激光导航(Dual-laser LiDar)视觉避障 结构光+视觉避障 结构光+视觉避障 2倍于j7+6000Pa 8000Pa 否 是 是 是 是 是 否 自然吹干(热风烘干可选配)热风烘干 否 可选配 否 高效滤芯 99.9%阴离子除菌(选配)99.9%阴离子除菌 是 是 是/否 是 是 是 否 是 是 污渍识别,自动计算清洁日期 夜晚红外补光/LED补光 快充,拖布提升,语音助手 iRobot 7 3 J9+iRobot iRobot 2023 Q3 13%13pct iRobot iRobot 4 0%10%20%30%40%50%60%70%iRobot iRobot 8 iRobot iRobot 1990 iRobot iRobot ToG 1996 iRobot Ariel 1998 iRobot DARPA PackBot iRobot 5 iRobot iRobot 2002 iRobot Roomba 2005 Scooba iRobot iRobot 2003-2009 57%+iRobot 1991 1996 2001 2006 2007 Genghis Ariel PackBot Dirt Dog Looj 2007 2008 2011 2013 2013 Verro 海事机器人 110 FirstLook Mirra 530 Ava 500 iRobot 9 6 iRobot 7 2009 iRobot iRobot iRobot 1996 2001 2000 Eureka Dyson LG iRobot Roomba 1+2 3 199.99 1/10 8 Roomba 9 Roomba iRobot iRobot Roomba iRobot SKU 2004 Roomba Discovery/400 series 2005 Roomba Scheduler 2006 Roomba(Discovery)for Pets 2007 Roomba 500 series/2008 Roomba 600 series iRobot SKU 549.99 SKU 129.99 2009-2010 iRobot 0%20%40%60%80%0.0020.0040.0060.0080.002003200420052006200720082009201020112012 iRobot 10 10 iRobot iRobot Scheduler Vacuuming Scheduler VacuumingRobot Discovery for Pets Discovery VacuumingRobot for Pets Vacuuming Robot Vacuuming Robot$349.99$329.99$299.99$279.99$219.99$199.99$149.99 Our new and sleekerlooking vacuuming robotoffers you all the featuresof Roomba Scheduler,plusthe added benefit of Intelli-Bin.Now enjoy maximumcleaning efficiency asIntelli-Bin tells you when toempty Roombas bin.Nomore guesswork.Systemincludes filters,brushes,Cleaning Tool and 2Scheduling Virtual Walls.Roomba Scheduler featuresa built-in schedulingsystem that adds ultimateconvenience.Program upto seven cleaning times toclean automatically asoften as you like-evenwhen youre out.Includesfilters,brushes,CleaningTool and 2 SchedulingVirtual Walls.The iRobot RoombaDiscovery for Pets isdesigned for those petowners who need to tacklethe hairy issues you dealwith every day.With thespecially designed EasyClean Brush and Easy CleanBrush Tool,keeping upwith hair,fur,litter etc.willbe a snap.This model evencomes with a self-chargingHome Base,so your robotwill always be charged andready to clean.Our premium robot addsgreater convenience with aself-charging Home Baseand a remote control.The iRobot Roomba Sagefor Pets is the entry levelsolution designed for thepet owner who needs totackle the hairy issues youdeal with every day.Withthe specially designed EasyClean Brush and Easy CleanBrush Tool,keeping upwith hair,fur,litter etc.willbe a snap.The perfect choice for acomplete entry-levelvacuuming robot,enhanced with MaximumCleaning Mode and anarray of accessories.Our standard vacuumingrobot cleans hardwoodfloors and carpets at thetouch of a button.Therobot cleans underfurniture and other hard-to-reach places and hasbuilt-in sensors to keep itfrom falling down stairs.570 Vacuum CleaningRobot 560 Vacuum CleaningRobot 530 Vacuum CleaningRobot Vacuum Cleaning Robot Vacuuming Robot Vacuum Cleaning Robot$399.99$349.99$299.99$199.99$149.99 119.99 Improved navigation andfloor coverageImproved edge and cornercleaningImproved brushes andfiltersImproved anti-tangletechnologyControl Roomba remotelywith the WirelessCommand CenterSchedule up to sevencleaning timesAutomatically returns tothe self-charging Home Most efficient room-to-room cleaningAdditional cleaning brushkitImproved navigation andfloor coverageImproved edge and cornercleaningImproved brushes andfiltersImproved anti-tangletechnologySchedule up to sevencleaning timesAutomatically returns tothe self-charging Home Most efficient room-to-room cleaningImproved navigation andfloor coverageImproved edge and cornercleaningImproved brushes andfiltersImproved anti-tangletechnology blocks off-limit areasAutomatically returns to itsHome Base to dock andrechargeThe iRobot Roomba 416Vacuum Cleaning Robotoffers all of the standardRoomba features such asDirt Detect,stairavoidance,automatictransitioning from hardfloors to carpets,a largebag-less bin plusMaximum Cleaning Mode,two Virtual Walls,AdvancePower System(APS)Battery and Fast Chargerthat fully charges thebattery in three hours.Our standard Roombavacuuming robot cleansfloors with the touch of abutton so you dont haveto.Vacuums beneathfurniture and other hard-to-reach places,automatically adjusts fromcarpets to hard floorsurfaces and avoids stairsand drop-offs.The iRobot Roomba 400Vacuum Cleaning Robotoffers all of the standardRoomba features such asStair Avoidance,automatictransitioning from hardfloors to carpets and alarge bag-less bin.Professional Series Pet Series Pet Series Heavy duty Self-charging Lighthouses1 Vacuuming Debris Bin1 High Capacity SweeperBin1 Accessory KitRugged Accessory Case3 Cleaning Modes2-year ManufacturersWarranty500 Series Cleaning SystemCovers 4 rooms on a singlebattery chargeWireless Command CenterOn-board Scheduling LighthousesSilver Faceplate11 Brushes7 Filters500 Series Cleaning SystemCovers 4 rooms on a singlebattery chargeWireless Command CenterOn-board Scheduling Lighthouses1 each Replacement Beater&Bristle Brush500 Series Cleaning SystemCovers 4 rooms on abattery chargeOn-board Scheduling Lighthouses1 Vacuuming Debris Bin1 High Capacity SweeperBin2 Extra Brushes2 Extra Filters2 Brush Cleaning Tools500 Series Cleaning SystemCovers 4 rooms on a singlebattery chargeOn-board Scheduling Lighthouses500 Series Cleaning SystemCovers 3 rooms on a singlebattery charge 2 Virtual Walls1 Vacuuming Debris Bin1 High Capacity SweeperBin2 Extra Brushes2 Extra Filters2 Brush Cleaning Tools 500 Series Cleaning SystemCovers 3 rooms on a singlebattery charge 2 Virtual Walls500 Series Cleaning SystemCovers 3 rooms on a singlebattery charge1 Virtual WallRoomba 400 SeriesCovers 2 rooms on a singlebattery charge2 Virtual WallsRoomba 400 SeriesCovers 2 rooms on a singlebattery charge Roomba 400 SeriesCovers 2 rooms on a singlebattery charge 200620072008 iRobot 11 SKU iRobot 2010 iRobot 2010 iRobot 2.29 126.9 11 iRobot iRobot iRobot iRobot 2009 2010 RPS SLAM Neato XV-11 LiDAR SLAM 360 3D VSLAM Samsung LG 12 Neato XV-11 RPS 13 Neato XV-11 Neato Neato 126.90.002.004.006.008.0010.0012.0014.0016.0018.00010020030040050060004A 05A 06A 07A 08A 09A 10A 11A 12A 13A 14A 15A 16A 17A 18A 19A 20A 21A iRobot 12 14 2010 Samsung NaviBot S 15 2011 LG Hom-Bot 2.0 Global Newsroom 1 AI AI+-2010 iRobot+iAdapt1.0 iRobot Evolution Robotics VSLAM 16 iRobot Roomba 800 AeroForce 17 iRobot Evolution Robotics VSLAM iRobot vSLAM 41%59%US20040167669A1-Systems and methods for using multiple hypotheses in avSLAM system iRobot 13 2015 iRobot VSLAM Roomba 980 iAdapt2.0&2016 Roomba 960 Roomba 900 iRobot 2017 Roomba 890/690 18 Roomba 900 19 2017 iRobot iRobot 2018 2018 iRobot Clean Base Roomba i7+30 i7 iRobot iRobot Dyson Neato Robotics Ecovacs 2015 2016 2015 2015 2016 Roomba 980 Roomba 960 360 eye Botvac D(D80)DR95$900$699$1,000$549 4999 vSLAM iAdapt 2.0 vSLAM iAdapt 2.0 vSLAM LiDAR SLAM LiDAR SLAM AeroForce HEPA Dirt DetectSeries II AeroForce HEPA Dirt DetectSeries II V2 20Aw+HEPA+0.3 3 HEPA 3000mAh 1800mAh 5300mAh 3600mAh 2850mAh 350*350*91 350*350*91 230*240*120 321*335*100 354*354*98(102)WiFi APPAlexa WiFi APP Alexa WiFi APPAlexa-WiFi APPFeatures Price$299.99$374.99$499.99$699.99$899.99Cleans All Floor Types Yes Yes Yes Yes YesPatented 3-Stage Cleaning Yes Yes 5xthe air power*5xthe air power*10 xthe air power*Run Time Up to60minutes*Up to60minutes*Up to60minutes*Up to75minutes*Up to120minutes*Self-Charging Yes Yes Yes Yes YesDirt Detect Yes Yes Yes Yes YesScheduling Yes Yes Yes YesWi-Fi Connected Yes Yes Yes YesTangle-Free Rollers Yes Yes YesHigh-Efficiency Filter Yes Yes YesMulti-Room Cleaning Yes YesRecharge and Resume Yes YesClean Map Reports Yes YesCustom Cleaning Preferences Yes YesDeeper Cleaning on Carpets Yes*Compared to Roomba 600 and 700 series,*Tested in iRobot Home Test Lab on hard floors.Run times may vary.iRobot 14 20 iRobot iRobot WIPO+iRobot iRobot VSLAM iRobot iRobot iRobot Roomba Combo J7+iRobot 15 21 iRobot iRobot 2 3D 3D TOF DTOF ITOF Bounding Box 3d RGB TOF 1080*720 640*480 2K 2K iRobot 16 iRobot 2022 iRobot 14.1%7.4%4.9%iRobot VSLAM iRobot iRobot 2021 Q1 2023 Q3 7 iRobot 22 Wind 23 0%2%4%6%8%10%12%14%16%2017 2018 2019 2020 2021 2022 iRobot iRobot 17 iRobot USPTO iRobot 2022 12 iRobot Roomba combo j9+iRobot iRobot 3 2022 12 iRobot Doc/Pat number Title Abstract Publication date Inventor US-20220400925-A1 Pad Cleaning System for Robotic Vacuum Cleaners A docking station for a mobile cleaning robot can include a base portion configured to receive the mobile cleaning robot.The docking station can include a housing connected to the base portion and a pad cleaning system.The pad cleaning system can be connected to the housing and can include a cleaning head engage able with a cleaning pad of the mobile cleaning robot to remove debris from the cleaning pad,the cleaning head can include a nozzle configured to discharge a fluid onto the cleaning pad.2022-12-22 Hoobler;Rick et al.US-20220386834-A1 Pad Changing System for Robotic Vacuum Cleaners A docking station for a mobile cleaning robot can include a housing.The housing can define or comprise a pad receptacle and a pad dispenser.The pad receptacle can be con-figured to receive a soiled pad from a pad tray of the mobile cleaning robot.The pad dispenser can be configured to provide a fresh pad to the pad tray of the mobile cleaning robot.2022-12-8 Doughty;Brian W.et al.USPTO 24 iRobot 25 iRobot USPTO USPTO iRobot iRobot iRobot iRobot 18 26 iRobot USPTO iRobot iRobot iRobot iRobot 200 2012 67%2020 46%EMEA 2013 62%2021 43%2013 83%2021 69%27$200 iRobot 0%20%40%60%80%100%2012 2013 2014 2015 2016 2017 2018 2019 2020iRobot Ecovacs Mi Roborock Shark Neato CecotecPanasonic Samsung LG Sharp Dyson Others iRobot 19 28 iRobot EMEA$200 29 iRobot$200 iRobot iRobot 2022 iRobot 418 23.9%iRobot 2023-2.4-2.2 2023 24%-41.1%2021 30 31 Wind Wind 62%62%72%71%71%61%55%50%43%0%10%20%30%40%50%60%70%80%2013 2014 2015 2016 2017 2018 2019 2020 202183%84%89%88%85%82%82%75%69%50%55%60%65%70%75%80%85%90%95%2013 2014 2015 2016 2017 2018 2019 2020 20210%10%20%30%40%50%60%2019 2020 2021 2022 1-3Q2023IROBOT-50%-40%-30%-20%-10%0%10%20%30%40%IROBOT iRobot 20 32 iRobot 33 iRobot iRobot 2022 8 61 iRobot 17 iRobot 2023 7 15%51.75 iRobot 14 2023 11 27 iRobot iRobot 2024 2 iRobot Alex iRobot iRobot iRobot iRobot Google Trends Roborock 2021 10 iRobot Dreame Ecovacs 34 Google Trends 01000200030004000500060002018 2019 2020 2021 2022-300-200-10001002003002019 2020 2021 2022 1-3Q2023(0204060801001202020/12020/22020/42020/52020/72020/92020/102020/122021/12021/32021/52021/62021/82021/102021/112022/12022/22022/42022/62022/72022/92022/102022/122023/22023/32023/52023/72023/82023/102023/11iRobot Roborock Ecovacs Dreame iRobot 21 Google Trend 2023 9 iRobot Roomba Combo J9+1399 Roomba Combo J7+J9+J9+J9+iRobot iRobot 1 2 3 iRobot 22 Tabl e_Disclai mer 12 A 300 500 15%5%15%-5%+5%-5%5%-5%+5%-5%HeadertTabl e_Discl ai mer HeadertTabl e_Address 318 26 021-63325888 021-63326786 Tabl e_Disclai mer