202117_艾瑞咨询_2020年中国眼镜镜片行业白皮书(45页).pdf
20202 iResearch I 4132 2019 800 2019 305 2020 2023 900 350 300-800 1-2 3 12345 4 iResearch I 1274 Alessandro di Spina of Florence 1268 Tommaso da Modena 1352 1784 1825 1888 4 1 15-16 1274 12 17-18 1268 1352 Tommaso da Modena 1784 1825 1959 1983 1289 1888 5 iResearch I 6 iResearch I 7 iResearch I iResearch I 50%2020 7 5 50%2020 6 9 2020 2019 11.7%1960-70 World Population Prospect 2020 World Report on Vision 2019 28.2%48.6%6 2018 14.5%36.0%71.6%81.0%8 iResearch I iResearch I16.1%28.2%47.8%60.2%85.6%0.0%20.0%40.0%60.0%80.0%100.0%1.3/1.3/N=2093 2020 11 iClick N=2093 2020 11 iClick 48.5%21.4%15.1%10.4%2.7%1.9%1-2 6-1 3-6 2-3 1-3 3 PAD 9 iResearch I P EST(2016-2020)8.1960-70 10 12345 11 iResearch I 12 iResearch I 1/4 75%50%13 iResearch I iResearch I32.5%39.5%39.8%40.8%47.9%48.4%51.2%56.5%58.1%68.6%0.0%20.0%40.0%60.0%80.0%LOHO 19.4%22.4%23.3%30.8%32.1%32.7%33.8%35.5%39.5%43.4%0.0%20.0%40.0%60.0%HOYA 2/4 OEM/ODM N=2093 2020 11 iClick N=2093 2020 11 iClick 14 iResearch I 3/4 C 15 iResearch I 4/4/AI AI AI 16 iResearch I iResearch I709 756 804 733 801 864 926 6.6%6.3%6.0%-8.8%9.3%7.9%7.1%-100.0%-80.0%-60.0%-40.0%-20.0%0.0%20.0%40.0%-1001003005007009001100130015002017 2018 2019 2020e 2021e 2022e 2023e%2023 900 2019 800 2020 733 3 2023 900 37.9%37.5%10%2%2017-2023 2019 37.9%37.5%13.2%9.8%1.6%17 iResearch I 2019 305 2020 7.9%0.9 3-5 2023 363 2017-2023 269 287 305 281 310 337 363 6.8%6.6%6.3%-7.9%10.3%8.8%7.9%-75.0%-65.0%-55.0%-45.0%-35.0%-25.0%-15.0%-5.0%5.0%15.0%0501001502002503003504002017 2018 2019 2020e 2021e 2022e 2023e%18 iResearch I 20%15.1%8.2%6.6%10%2019 22.4%15.1%8.2%6.6%5.2%4.5%4.0%3.7%3.4%3.2%2.7%20.9%19 iResearch I 68.6%13.3%11.7%10.3%7.9%7.3%1973 1985 1987 2017 2019 13.3%11.7%10.3%7.9%7.3%6.9%4.3%3.1%1.8%1.3%0.6%31.4%20 iResearch I iResearch I68.6%75.5%31.4%24.5%2019 2023e 79.1%85.9%20.9%14.1%2019 2023e 2023 85%75%2019&2023 2019&2023 11 11 21 12345 22 iResearch I 0102 2020 11 209323 iResearch I N=2093 2020 11 iClick 2093/4:6 39.4%60.6%18-40 94.0%/72.5%64.6%5000-15000 69.1%10000-20000 96.4%77.7%24 iResearch I iResearch I N=2093 2020 11 iClick N=2093 2020 11 iClick 4.2%7.0%11.8%13.1%13.6%51.0%52.4%90.6%0.0%20.0%40.0%60.0%80.0%100.0%0.5%15.1%50.3%53.2%67.8%77.1%0.0%20.0%40.0%60.0%80.0%100.0%25 iResearch I iResearch I16.1%28.2%47.8%60.2%85.6%0.0%20.0%40.0%60.0%80.0%100.0%14.3%14.9%43.2%46.5%51.7%61.9%0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%N=2093 2020 11 iClick N=2093 2020 11 iClick PAD 26 iResearch I iResearch I33.5%37.5%49.0%65.5%74.5%0.0%20.0%40.0%60.0%80.0%14.9%26.6%27.6%29.3%30.4%40.3%60.2%70.1%0.0%20.0%40.0%60.0%80.0%70%50%65.5%N=2093 2020 11 iClick N=420 2020 11 iClick 27 iResearch I iResearch I 78.1%82.7%17.2%12.2%9.7%LOHO 50%50%N=2093 2020 11 iClick N=2093 2020 11 iClick 64.6%13.5%12.2%9.7%33.8%35.5%39.5%43.4%39.3%44.1%51.3%57.4%51.2%56.5%58.1%68.6%RayBan LOHO 28 iResearch I iResearch I0.4%2.7%8.2%25.9%31.1%19.4%11.3%0.9%0.5%3.3%9.9%27.0%31.0%17.8%9.7%0.9%300-800 300-800 58.0%301-500 25.9%501-800 31.1%800 28.4%800 31.6%N=2093 2020 11 iClick N=2093 2020 11 iClick 29 iResearch I iResearch I1.1%9.3%21.3%27.6%24.4%9.4%6.1%0.9%1.9%12.0%22.0%28.9%21.5%8.1%4.9%0.8%200-800 300-800 201-300 800-1000 201-300 22.0%12.1 800-1000 8.1%9.7 201-300 301-500 501-800 N=2093 2020 11 iClick N=2093 2020 11 iClick 30 iResearch I iResearch I N=2093 2020 11 iClick N=2093 2020 11 iClick 89.6%10%,23.7%,19.4%18.5%,16.5%,8.5%,8.0%,5.4%,63.4%,19.8%,8.7%,7.4%,0.7%31 iResearch I iResearch I N=2093 2020 11 iClick N=2093 2020 11 iClick 1-2 1-2 3 17.9%1.8 48.5%1-2 6 1 21.4%2 1.3/46.5%35.7%12.7%3.3%1.9%1 2 3 4 5 48.5%21.4%15.1%10.4%2.7%1.9%1-2 6-1 3-6 2-3 1-3 332 12345 33 iResearch I 1/3 N=2093 2020 11 iClick 57%36.2%20.8%25.0%13.5%4.5%34 iResearch I 2/3 10%5%35 iResearch I iResearch I 3/3 4.48 4000 10 4000/4.48/400044.8 4000/36 iResearch I 1/3 20%2019 9.5%A8.4%-37 iResearch I 2/3+2 3 4 1 538 iResearch I iResearch I 3/3+70/39 12345 40 iResearch I 1/3 41 iResearch I iResearch I57.4%63.0%11.2%12.5%2019 2023e 2/3 30%N=2093 2020 11 iClick()()()()()10.1%25.0%29.2%26.3%9.4%35.1%35.7%2019&2023 42 iResearch I iResearch I 3/3 N=2093 2020 11 iClick 17.1%35.1%24.7%19.5%3.5%/43 Keep Learning 400-026-2099 44 iResearch I 45