2018814_艾瑞咨询_2018年中国智能家居行业研究报告（50页）.pdf
2018 2 Nest 2017 3254.7 86.9%21.4%2020 5819.3 2C 2B VS VS VS 3 1 2 3 4 5 4 2018-API 5 2018 6 9 10,2018 PEST 7 2016 2017 9 6 2016 11 2020 2012 2 2016 3 2016 2017 1 2012-2018 2012 12 2016 12 2017 8 2017 12 0 9 6 8 18311 20167 21966 23821 25974 13220 14491 15712 17111 18322 10.1%8.9%8.4%9.0%9.6%8.4%8.9%7.1%2013 2014 2015 2016 20172013-2017%48.6 51.5 51.2 52.1 53.6 7.9 8.1 7.4 7.7 7.2 13.4%5.9%-0.7%1.8%2.9%-0.4%2.7%-8.8%4.6%-7.0%2013 2014 2015 2016 20172013-2017%9 47.5%26.0%38.9%21.4%27.3%31.5%21.5%24.5%24.1%35.9%16.8%62.2%54.5%51.9%49.7%47.7%45.9%42.4%39.8%38.1%28.4%25.2%2014-2017 2014%2017%50006 55678 61981 69531 75265 81.0%85.8%90.1%95.1%97.5%2013 2014 2015 2016 20172013-2017%CNNIC 2017 7.5 97.5%2014 CNNIC 2018.8 iResearch I N=916 2017 12 iUserSurvey 21 2018.8 iResearch I 10 4G 5G NB-IoT AI AI 11 2014 32 Nest CES LG Echo 2017 3 U+M-Smart 9 150 1 32 Nest 2014 2015 6 e 2012 3 12 HiLink 3 2018 2017 2 2004 2016 5 2018 4 8 3 7 AI 4 12 21 51 91 97 87 21 2013 2014 2015 2016 2017 2018H12013-2018H1 140 136 36 32 15 8 A C B C 2013-2018H1 2014 70%A IT IT 13 2018H1 2018.05 3 2018.05 A 1.4 2018.02 BroadLink D 3.43 2018.02 2 2018.03 D 6 2018.03 C+1.1 2018.03 10.1 2018.01 B 2018.01 C 1 16.2%15.6%11.7%10.4%6.5%3.9%3.4%30.3%2017 CNNIC 2017 12 6.5%2018 9 9(CNNIC)41 IT 14 1 2 3 4 5 15 2018 Nest Echo+16 C B 2018 WiFi ZigBee C B 17 AI 2018 18 2018 19 2018 20 OEM 2018 O2O 21 2C 2B2C 2C 2B2C 2C B 2B2C 2018 O2O 2C 2B2C 22 2608.5 3254.7 3997.5 4817.7 5819.3 24.8%22.8%20.5%20.8%2016 2017 2018e 2019e 2020e2016-2020e%2017 3342.3 24.8%2828.086.9%21.4%2020 5819.3 2017 3000 86.9%2828.0 215.5 193.7 17.4 2017 23 2240.5 2828.0 3491.5 4231.7 5155.0 26.2%23.5%21.2%21.8%2016 2017 2018e 2019e 2020e2016-2020e%20%2017 2828.0 831.3 1472.6 2020 5155.0 831.3 1472.6 370.0 154.1 2017 24+App 2018 25-26 RFID WiFi ZigBee NB-IoT 27 1 2 3 4 5 28 2018 4,N=100 100 2018 4 2018 29 32%19%15%14%2018 4,N=100 2018 2,N=100/32%19%15%14%6%6%5%3%/2018 2018 37%30%27%4%30 2018 12.7%11.3%11.0%2018 4,N=100 2018 12.7%11.3%11.0%10.7%10.7%9.7%9.0%8.7%6.3%6.0%1.7%1.3%1.0%31 2.3%4.2%6.9%8.4%8.8%12.3%16.5%19.5%21.1%NB-IoT 5G%44%21.1%2018-2020 19.5%16.5%2018 4,N=100 2018 4,N=100 2018 13%24%44%5%7%7%2018 2019 2020 2021 2022 2022%2018 32 32.6%22.5%13.4%2018 4,N=100 22.5%13.4%32.6%12.8%2018 0.5 33 30.0%22.5%17.0%2018 4,N=100 2018 30.0%22.5%17.0%13.0%6.0%4.5%4.0%2.0%34 WiFi NB-IoT ZigBee WiFi 128 NB-IoT NB-IoT NB-IoT 2-3 ZigBee 2018 4,N=100 2018 11.0%16.0%ZigBee 37.5%WiFi 23.5%NB-IoT 0.5%EnOcean 0.5%Z-Wave 8%RFID 1%WiFi 35 APP 2018 4,N=100 2018 16.7%16.3%15.9%11.4%9.8%8.9%8.1%6.9%/2.8%1.6%1.2%0.4%+36 42%4%2018 4,N=100 2018 42%27%27%37 1 2 3 4 5 38 U+2014 U+U+GE Appliances Fisher&Paykel AQUA OCF WiFi+U+5000 20 2018 100 U+2015 2016 2017 UHomeOS U+U+U+U+U+U+App 39 2016 3 2017 100 2018 3 31 IoT 1 IoT IoT API App App AI/IoT1.0+IoT2.0/40 LifeSmart LifeSmart 2013 2015 2017 10 LifeSmart 8000 B LifeSmart Amazon Alexa Google Assistant DuerOS Rokid AI+IoT LifeSmart API/SDK CRM App App Web 2013 2015 2016 AI+IoT 2017 IaaS AWS 2018 Amazon Alexa Google Assistant DuerOS Rokid 41 LifeSmart 2B LifeSmart B LifeSmart LifeSmart LifeSmart LifeSmart B B LifeSmart LifeSmart LifeSmart LifeSmart 42 ORVIBO ORVIBO 2011 2 IoT 50 200 15 iF Relay-Pro Tech 12 ORVIBO WiFi ZigBee NB-IoT Z-Wave IoT 150 500 365APP 10+20+2000+43 IPTV IPTV APP IPTV 2018 5 500 e-Link 1+1+N 1 1 N e-Link SDK+IPTV 44 1 2 3 4 5 45 46 2015 2018 2000 2005 2010 2015 2016 2017 2018 2019 2020 2030 47 DIY 48 Keep Learning 400-026-2099 49
