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市場調查報告書

智慧家庭市場

Smart Homes: Strategic Opportunities, Business Models & Competitive Landscape 2019-2024

出版商 Juniper Research Ltd 商品編碼 336810
出版日期 內容資訊 英文
商品交期: 最快1-2個工作天內
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智慧家庭市場 Smart Homes: Strategic Opportunities, Business Models & Competitive Landscape 2019-2024
出版日期: 2019年06月18日內容資訊: 英文
簡介

本報告提供全球智慧家庭的市場調查,市場背景,市場的各種影響因素分析,各地區的智慧家庭的應對力分析,進入經營者的地位排行榜分析,各智慧家庭種類的引進等級、各種收益分析、預測,主要經營者的採訪,案例研究,簡介等彙整資料。

提供內容

  • 「Deep Dive Strategy & Competition (策略、競爭分析)」(PDF)
  • 「5 Year Deep Dive Data & Forecasting (5年市場預測)」(Excel)

調查內容、調查區分等

  • 市場分析、影響分析:各智慧家庭種類
    • 大眾市場的影響
    • 法律規章上的障礙
    • 技術性明確性
    • 成本上的障礙
    • 用戶體驗的品質
    • 生態系統的支援度
  • 引進、支援度分析:各地區
    • 寬頻可用性
    • 經營模式
    • 平台可用性
    • 零售存在感
    • 消費者需求
    • 價格靈敏度
  • Juniper排行榜
    • Alphabet
    • Amazon
    • Apple
    • AT&T
    • August
    • Belkin
    • Ecobee
    • Hive
    • Honeywell
    • Netgear
    • Samsung
    • Vivint
  • 經營模式分析
  • Juniper破壞者&挑戰者象限
  • 採訪
    • Deutsche Telekom
    • Hive
    • Loxone
    • Nest
    • Rachio
    • Roost
    • Vivint
  • 引進數、收益等的預測:各智慧家庭種類
    • 智慧娛樂服務
      • 連網型設備
      • 加入服務
      • 收費下載/出租
    • 智慧電表
      • 智慧電表
      • 業務收益
      • 連接收益
    • 智慧家庭監測&自動化
      • 連網型單位
      • 加入服務
      • 僅一次的費用模式
    • 互聯醫療照護
      • 連網型設備
      • 業務收益
    • 連網型家電
      • BASIC連接性單位
      • 智慧冰箱
      • 硬體設備收益
      • 電子商務收益 (僅智慧冰箱)
    • 連網汽車
      • 業務收益
      • 連接收益
  • 5年基準預測:各地區 (8個地區、9個國家)
    • 加拿大
    • 中國
    • 丹麥
    • 德國
    • 日本
    • 挪威
    • 葡萄牙
    • 西班牙
    • 韓國
    • 瑞典
    • 英國
    • 美國

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目錄

Overview

Juniper's latest ‘Smart Homes’ research paints a comprehensive picture of the current and future smart home landscape; providing vital insights as well as detailed forecasts into 5 key smart home segments:

  • Smart Entertainment
  • Smart Home Automation & Monitoring
  • Smart Metering
  • Connected Appliances
  • Connected Health & Fitness

The research investigates the current drivers of smart home adoption pushing the space forward, such as the dominance of voice assistants and the rise of smart security. Juniper also looks into the main limitations and challenges the field faces, with interoperability, security and privacy issues being the main hurdles to smart home development.

Readers will also be provided with valuable insights into vendors' strategies and a fine-grained analysis of the current competitive landscape, supported by interviews with key vendors in the field.

The research suite comprises of:

  • Deep Dive Strategy & Competition (PDF)
  • Deep Dive Data and 5-Year Forecasting (PDF & Excel)
  • Executive Summary & Core Findings (PDF)
  • 12 months' access to harvest online data platform

Key Features

  • Market Analysis: Detailed analysis of each smart home segment coupled with insights of market trends, limitations and future outlook. Alongside the Juniper Phased Evolution model, analyses are broken down according to:
    • Segment landscape
    • Key market drivers
    • Limitations, challenges and opportunities
    • Future outlook
  • Business Model Analysis: Comparison of current and developing business models in the smart home space, including an analysis of:
    • Smart home investment
    • Subscription, hardware sales or hybrid business models
    • New monetisation opportunities
    • Emerging expansion areas
  • Juniper Leaderboard: 15 leading smart home vendors compared, scored and positioned on the Juniper Leaderboard matrix, including:
    • Alphabet
    • Amazon
    • Apple
    • August
    • Brilliant
    • Deutsche Telekom
    • Hive
    • Honeywell
    • Neos
    • Rachio
    • Roost
    • Samsung
    • Signify
    • Vivint
    • TP-Link
  • Juniper Disruptors & Challengers Quadrant: Analysis and positioning of 19 leading smart home start-ups; paving the way for the future of the smart home.
  • Interviews: Leading vendors interviewed include:
    • ALTR
    • Amazon
    • Deutsche Telekom
    • Neos
    • Ring
    • Roost
    • Signify
    • Vecap
    • Vivint
  • Benchmark Industry Forecasts: Data projections for:
    • Installed base
    • User penetration
    • Hardware shipments
    • Product and services revenue

Key Questions

  • 1. How will each smart home segment develop over the next 5 years?
  • 2. What are the main limitations and challenges in the field? How are vendors addressing these?
  • 3. What investments and monetisation opportunities are occurring in the field and how are these impacting the market?
  • 4. Which smart home segment will generate the most revenue by 2024?
  • 5. Which region and country will generate the most, and least, revenue by 2024?

Companies Referenced

  • Interviewed: ALTR, Amazon, Deutsche Telekom, Neos, Ring, Roost, Signify, Vecap, Vivint Smart Home.
  • Profiled: Alphabet, Amazon, Apple, August, Brilliant, Deutsche Telekom, Hive, Honeywell, Neos, Rachio, Roost, Samsung, Signify, TP-Link, Vivint Smart Home.
  • Case Studied: British Gas, Deutsche Telekom.
  • Included in Disruptors & Challengers Quadrant: Awair, Canary, Chameleon, Cocoon, Deako, Innit, IOTAS, Keen Home, Latch, Livin Life, Loxone, Minut, Mui, Notion, Nucleus, Rokid, Smartfrog, tado°, Zorachka.
  • Mentioned: Abbott, ADT, Aeotec, Alarm.com, AlertMe, Alibaba, American Heart Association, Argosy, Arlo Technologies, Arloid, Armed Forces Insurance, Asaii, Assa Abloy, AT&T, Atmel, Aviva, AV-TEST, Baidu, Bankers Insurance Group, Beko, Belkin International, Bell, Biotronik, Bitron Video, Blink, BMW, Bosch, Bose, Boston Scientific, Bragi, BSH Home Appliances, BT, Buoy Labs, Centrica, CommerceFlow, Control4, Cosmote, Country Financial, Creston, Cujo AI, DAO (Decentralized Autonomous Organisation), Department for Veteran Affairs, Desjardins, Deutsche Bundespost, D-Link, DoorBird, Dyson, E.on, ecobee, Edison Foundation, EE, eero, Electrolux, Elgato, Eni, Enlighted, Erie, Ernst & Young, eww-Gruppe, eZLO, Fibaro, Financial Conduct Authority, Flo, Florida Power & Light, Forbes, Ford, FortrezZ, Foxconn InterConnect Technology, Garageio, Gardena, GE, Google, Grohe, Hellman & Friedman, HomeAdvisor, Horizon Robotics, HTC, Huawei, IBM, iFlytek, IFTTT, IKEA, Intel, Intellivision, Internet Retailer, IQiyi, iRobot, Jabra, JBL, Johnson Controls International, Ketra, Kohler, KPN, Kwikset, Legrand, Lenovo, LG, Liberty Mutual, LifeShield, LiFi Labs, LIFX, Lightwave, Limelight, Logitech, Lutron, Lux Products, Medtronic, Microsoft, MiOS, Mirror, Motorola, Munich Re, Music Unlimited, Nanoleaf, Netatmo, Netflix, Netgear, Nettalliansen, Ni, Nice SpA, Nortek, NVIDIA, O2, OhmConnect, OnePoll, Onkyo, OSRAM, Ozmo Devices, PC Mag, Peloton, Petcube, Philips, PrimeLocation, Property Software Group, QQ Music, Radix Labs, Razer, Resideo Technologies, Rojo, SambaNova Systems, Sensative, Sense, shopkick, Siemens, SimpleHuman, SimpliSafe, Six Apart, Sky, Skybell, Slovak Telekom, Smartvue, Smoke Detective, Somfy, Sonos, Sony, Southern California's Edison, SpareBank 1, Spotify, Starry, Stringify, Swisscom, Telefonica, Tencent, Texas Oncor, The Weather Company, Tidal, TM, T-Mobile, Tonal, Tuya Smart, Ultimate Eats, USAA, uSwitch, visiblebody.com, Vodafone, Volkswagen, Walmart, Wemo, Whirlpool, Willis Towers Watson, Wink, Wiz, World Economic Forum, Xiaomi, Ximalaya, Yale, YouTube, Zoopla, ZPG, Zubie, ZWave Alliance.

Data & Interactive Forecast

Juniper's ‘Smart Homes’ forecast suite includes projections in terms of take-up, device installed base and revenues.

  • Segment-specific forecasts include:
    • Smart Entertainment
    • Smart Home Automation & Monitoring
    • Smart Metering
    • Connected Health
    • Connected Vehicles
    • Connected Appliances
  • Regional splits for 8 key regions, as well as country level data splits are given for:
    • Canada
    • China
    • Denmark
    • Germany
    • Japan
    • Norway
    • Portugal
    • Spain
    • Sweden
    • South Korea
    • UK
    • US
  • Interactive Scenario Tool allowing users to manipulate Juniper's data for 20 different metrics.
  • Access to the full set of forecast data of 113 tables and over 19,000 datapoints.

Juniper Research's highly granular interactive Excels enable clients to manipulate Juniper's forecast data and charts to test their own assumptions using the Interactive Scenario Tool, and compare selected markets side by side in customised charts and tables. IFxls greatly increase clients' ability to both understand a particular market and to integrate their own views into the model.

Table of Contents

Deep Dive Strategy & Competition

1. Smart Home Market Landscape

  • 1.1. Introduction
    • Figure 1.1: Interest in Smart Homes, UK Survey Findings, 2018
    • Figure 1.2: Smart Home Ecosystem
  • 1.2. Current State of the Smart Home Market
    • 1.2.1. Smart Entertainment
      • Figure 1.3: Number of Voice Assistant-enabled Speakers, Installed Base per annum (m), 2014-2019
      • Figure 1.4: Top 3 Entertainment Platforms
    • 1.2.2. Smart Home Automation & Monitoring
      • Figure 1.5: Domestic Aide Robots Installed Base (m), 2016-2019
    • 1.2.3. Smart Metering
      • Figure 1.6: Smart Meter Adoption in Europe and China, 2016-2018
        • i. Benefits for the User
        • ii. Benefits for the Energy Supplier
        • iii. Regulatory & Legislative Drivers
        • iv. Constraints on Further Smart Meter Rollout
    • 1.2.4. Connected Vehicles
      • i. Voice Assistants
      • ii. Car-to-home Connectivity Hubs
        • Figure 1.7: SmartThings Dashboard in a BMW i3
      • iii. Merging Smart Home & Smart Car Data
      • iv. Parental Control
      • v. V2G (Vehicle to Grid)
        • Figure 1.8: Example of a V2G System
    • 1.2.5. Connected Appliances
    • 1.2.6. Connected Health & Fitness
      • i. Connected Health
      • ii. Connected Fitness
        • Figure 1.9: Tonal Smart Gym
  • 1.3. Smart Homes Drivers & Trends
    • 1.3.1. Voice Assistants Everywhere
      • Figure 1.10: Digital Voice Assistants in Use, Billions, 2018 & 2023
      • i. Voice Assistant Leaders
        • Figure 1.11: Leader Ranking in the Voice Assistant Area
      • ii. Chinese Voice Assistants on the Rise
      • iii. Voice Assistants & Connected Devices
      • iv. Voice Assistant Drawbacks
      • v. Voice Assistant Trends
    • 1.3.2. Smart Home Security & Safety on the Rise
      • Figure 1.12: Levels of Trust in House Security, Survey Findings, 2018
      • i. Smart Alarms
      • ii. Smart Security Cameras
      • iii. Smart Doorbells
      • iv. Smart Detectors & Sensors
    • 1.3.3. Internet & Smart Devices
      • Figure 1.13: Residential Broadband Subscribers, Smartphones Installed Base & Wearables Installed Base, (m), 2016-2019
    • 1.3.4. Costs & Energy Savings
    • 1.3.5. Assisted Living
  • 1.4. Juniper Phased Evolution Model for the Smart Home Market
    • Figure 1.14: Juniper Phased Evolution Model for the Smart Home
    • 1.4.1. Future Outlook
  • 1.5. Limitations & Challenges
    • 1.5.1. Lack of Interoperability
      • i. Definitions & Issues
        • Figure 1.15: Interoperability in the Smart Home
      • ii. One System to Rule Them All
        • Figure 1.16: Examples of Smart Home Hubs
    • 1.5.2. Security & Privacy Issues
      • i. Addressing Consumer Concerns
        • Figure 1.17: Levels of Concern Regarding Smart Home Security, Survey Findings, 2018
      • ii. Vendors' Actions
    • 1.5.3. Devices' Inherent Limitions

2. Vendor Strategies

  • 2.1. Investments
    • 2.1.1. Investments on the Rise
      • Figure 2.1: Smart Home Funding & Deals, 2014-2019
      • Figure 2.2: Smart Home Funding Breakdown, 2018/2019
      • Figure 2.3: Smart Home Funding, Split by Segment (%) 2018/2019
      • Figure 2.4: Smart Home Funding, Split by Country (%), 2018/2019
      • Figure 2.5: Investors in the Smart Home Market
    • 2.1.2. Rapid Rate of Acquisitions
      • Table 2.6: Main Transactions in the Smart Home Market, 2018-2019 to Date
  • 2.2. Smart Home Monetisation Models
    • 2.2.1. Hardware Sales
      • i. Benefits of a One-Off Purchase Model
      • ii. Constraints of a One-Off Purchase Model
    • 2.2.2. Subscription Services
      • i. Benefits of the Subscription Model
      • ii. Constraints of the Subscription Model
    • 2.2.3. Hybrid Services
      • i. Benefits of the Hybrid Model
      • ii. Constraints of the Hybrid Model
  • 2.3. New Monetisation Opportunities
    • 2.3.1. The Operator Opportunity
      • Figure 2.7: Operator Routes to Smart Home Market
      • i. Challenge to Operator Smart Home Engagement
      • ii. Juniper's View:
        • Case Study: Deutsche Telekom Smart Home Platform
    • 2.3.2. The Utility Opportunity
      • Figure 2.8: Utilities Routes to Smart Home Market
      • Figure 2.9: Deployment Examples for Utilities
      • i. Challenges to Adoption
        • Case Study: British Gas
      • ii. Juniper's View:
    • 2.3.3. The eCommerce Opportunity
      • Figure 2.10: How Smart Speakers Owners Use their Devices, Survey Findings, 2017
      • i. Challenges to Adoption
    • 2.3.4. The Insurance Opportunity
      • Figure 2.11: Virtuous Cycle of Early Water Leak Detection
      • i. Challenges to Adoption
  • 2.4. Expansion Opportunities
    • 2.4.1. Partnerships More Important Than Ever
    • 2.4.2. Cheaper Devices on the Rise
      • Figure 1.1: IKEA's Symfonisk Product Range
    • 2.4.3. Blockchain to Boost Privacy & Security
      • i. Blockchain Deployments in the Smart Home
        • Figure 2.13: Arloid Platform Steps
      • ii. Challenges Lying Ahead

3. Smart Home Competitive Landscape

  • 3.1. Smart Home Start-ups: Disruptors & Challengers
    • 3.1.1. Introduction
      • Figure 3.1: Juniper Smart Home Disruptors & Challengers Quadrant
    • 3.1.2. Disruptors
      • Figure 3.2: Rokid's Smart Products
    • 3.1.5. Embryonic Players
      • Figure 3.6: Livin Life Plus
      • Figure 3.7: Mui Smart Home Hub
  • 3.2. Vendor Analysis & Leaderboard
    • 3.2.1. Introduction
    • 3.2.2. Stakeholder Assessment Criteria
      • Table 3.8: Smart Homes Player Capability Criteria
      • Figure 3.9: Smart Homes Stakeholder Leaderboard
      • Table 3.10: Smart Homes Leaderboard Scoring
    • 3.2.3. Vendor Groupings
      • i. Established Leaders
      • ii. Leading Challengers
      • iii. Disruptors & Emulators
    • 3.2.4. Limitations & Interpretation
  • 3.3. Movers & Shakers
  • 3.4. Vendor Profiles
    • 3.4.1. Alphabet
      • i. Corporate
        • Table 3.11: Alphabet Financial Snapshot ($bn) 2014-2018
      • ii. Geographic Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 3.4.2. Amazon
      • i. Corporate
        • Table 3.12: Amazon: Key Financial Data ($bn) 2015-2018
      • ii. Geographic Spread
      • ii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 3.4.3. Apple
      • i. Corporate
        • Table 3.13: Apple: Key Financial Data ($bn) 2014-2018
      • ii. Geographic Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 3.4.4. August
      • i. Corporate
        • Table 3.14: Assa Abloy Key Financial Data ($bn) 2015-2018
      • ii. Geographic Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 3.4.5. Brilliant
      • i. Corporate
        • Table 3.15: Brilliant Funding Round
      • ii. Geographic Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 3.4.6. Deutsche Telekom
      • i. Corporate
        • Table 3.16: Deutsche Telekom Key Financial Data ($bn) 2016-2018
      • ii. Geographic Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 3.4.7. Hive
      • i. Corporate
        • Table 3.17: Centrica Hive Key Financial Data ($m) 2016-2018
      • iii. Geographic Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 3.4.8. Honeywell
      • i. Corporate
        • Table 3.18: Honeywell Key Financial Data ($bn) 2015-2018
      • ii. Geographic Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 3.4.9. Neos
      • i. Corporate
        • Table 3.19: Aviva Key Financials, 2016-2018, ($bn)
      • ii. Geographic Spread
      • iv. Key Clients & Strategic Partnerships
      • v. High Level View of Offerings
      • vi. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 3.4.10. Signify
      • i. Corporate
        • Table 3.20: Signify Key Financial Data (m€) 2016-2018)
      • vi. Geographic Spread
      • ii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 3.4.11. Rachio
      • i. Corporate
      • ii. Geographic Spread
        • Table 3.21: Rachio Funding Rounds
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 3.4.12. Roost
      • i. Corporate
        • Table 3.21: Roost Funding Rounds
      • ii. Geographic Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 3.4.13. Samsung
      • i. Corporate
        • Table 3.22: Samsung Electronics: Key Financial Data ($bn), 2015-2018
      • ii. Geographic Spread
      • iii. Key Clients & Strategic Partnerships
      • vii. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 3.4.14. Vivint Smart Home
      • i. Corporate
        • Table 3.23: Vivint Key Financial Data ($m) 2015-2018
      • ii. Geographic Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 3.4.15. TP-Link
      • i. Corporate
      • ii. Geographic Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High Level View of Offerings
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities

Deep Dive Data & Forecasting

1. Introduction to Smart Homes

  • 1.1. Introduction
    • Figure 1.1: Smart Home Ecosystem

2. Smart Home Market Summary

  • 2.1. Smart Home Market Forecast Summary
    • 2.1.1. Introduction
    • 2.1.2. Residential Gateways
      • Figure & Table 2.1: Total Number of Residential Gateways (m) Split by 8 Key Regions 2019-2024
    • 2.1.3. Smart Home Devices & Systems
      • Figure & Table 2.2: Total Smart Home Devices & Systems Base (m) Split by Device Category 2019-2024
    • 2.1.4. Smart Home Annual Spend: Split by Segments
      • Figure & Table 2.3: Total Smart Home Annual Spend (Services & Hardware) ($m) Split by 5 Smart Home Market Segments 2019-2024
    • 2.1.5. Smart Home Annual Spend: Split by Region
      • Figure & Table 2.4: Total Smart Home Annual Spend (Services & Hardware) ($m) Split by 8 Key Regions 2019-2024

3. Smart Entertainment Market Forecasts

  • 3.1. Smart Entertainment in the Connected Home
    • 3.1.1. Introduction
      • Figure 3.1: Top 3 Entertainment Platforms
    • 3.1.2. Forecast Methodology
      • Figure 3.2: Smart Home Entertainment Forecast Methodology
    • 3.1.3. Connected CE (Consumer Electronics) Device Installed Base
      • Figure & Table 3.3: Total Connected CE Device Installed Base (m) Split by 8 Key Regions 2019-2024
    • 3.1.4. Smart Home Entertainment Subscription Revenue
      • Figure & Table 3.4: Smart Home Entertainment Subscription Revenue ($m) Split by 8 Key Regions 2019-2024
    • 3.1.5. Smart Home Pay Per View/Download/Rental Model Revenues
      • Figure & Table 3.5: Total Revenues from Smart Home Pay per View/Download/Rental Model ($m) Split by 8 Key Regions 2019-2024
    • 3.1.6. Total Smart Home Entertainment Service Revenue
      • Figure & Table 3.6: Total Smart Home Entertainment Service Revenue ($m) Split by 8 Key Regions 2019-2024

4. Smart Home Monitoring Market Forecasts

  • 4.1. Smart Home Automation & Monitoring
    • 4.1.1. Introduction
    • 4.1.2. Smart Home Automation & Monitoring Market Forecast Methodology
      • Figure 4.1: Smart Home Automation & Monitoring Forecast Methodology
    • 4.1.3. Households Using Smart Automation/Monitoring Services
      • Figure & Table 4.2: Number of Households that Use Smart Home Automation/Monitoring Services (m) Split by 8 Key Regions 2019-2024
    • 4.1.4. Number of Home Automation/Monitoring Subscriptions
      • Figure & Table 4.3: Number of Households with Smart Home Automation/Monitoring Subscriptions (m) Split by 8 Key Regions 2019-2024
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