智慧家庭設備的市場前景：遊戲機、電視、智慧音箱（2024 年）

遊戲機供應不足的問題逐漸緩解，延後的市場需求提振了2023年遊戲機的銷售量。 不過，考慮到全球經濟的不穩定，我們認為，如果2023年第四季經濟環境和消費市場需求有所改善，遊戲機買家將推遲更新設備至2024年。 對於2023年電視的發展趨勢，重點在於提高規格和擴展功能。 到 2024 年，我們預計將轉向更大尺寸，與智慧家庭加強協作，並透過人工智慧提高顯示效能。 最後，考慮到目前智慧音箱領域的局限性，2024年的發展重點將是Matter標準對智慧家庭連接的影響，以及生成式AI是否可以進一步增強語音助理的能力。 。

本報告分析了全球智慧家庭設備（遊戲機、電視、智慧音箱）市場的最新狀況和未來前景，並總結了對行業利益相關者的建議。

目錄

第1章遊戲機

（一）全球遊戲機市場現況及未來展望

(2) 大型科技公司透過雲端串流進入手持遊戲機市場：持續的設備優化和內容成長預計（2024 年）

（3）Netflix以用戶基礎和IP優勢開始試營運遊戲串流服務

第 2 章電視

（一）全球電視市場現況及未來前景

（二）主要電視品牌及其主要產品分析

第3章智慧音箱

（一）全球智慧音箱市場現況及未來展望

（2）隨著Matter 1.2標準的發佈，互通性將決定智慧音箱在智慧家庭生態系統中的重要性

（3）生成式人工智慧增強語音助理並增加智慧音箱附加價值的可能性

第 4 章 TRI 的觀點

（一）遊戲主機市場穩定：雲端串流推廣手遊、電玩平台遊戲業務發展

(2) 大型運動賽事帶動電視出貨量預期成長：電視市場主要趨勢（顯示器尺寸增大、彈性導入、人工智慧等）

（3）智慧音箱市場萎縮趨勢延續：需依賴Matter標準與AI提升相關產品的範圍與附加價值

As the undersupply issues with game consoles had gradually eased, the deferred market demand drove up the sales of game consoles in 2023. However, considering the instability of the global economy, if the economic environment and consumer market demand did improve in the fourth quarter of 2023, it would cause console buyers to postpone the upgrading of their devices in 2024. Regarding the trends in the development of TVs in 2023, the focus was on improving the specifications and expanding the functionalities of TVs. In 2024, it is expected that there will be a shift towards larger sizes, further smart home integration, and AI-enabled enhancement of display performance. Finally, in the realm of smart speakers, due to current limitations, the development focus in 2024 will be on the influence of the Matter standard on smart home connectivity and whether generative AI can further enhance the capability of voice assistants.

Table of Contents

1. Game Consoles

(1) Current Status and Future Prospects of the Global Game Console Market

(2) Tech Giants Are Entering the Handheld Console Market via Cloud Streaming; Continuous

Device Optimization and Content Growth Are Expected in 2024

(3) Netflix Launches Game Streaming Service Testing, Leveraging User Base and IP Advantages

2. TVs

(1) Current Status and Future Prospects of the Global TV Market

(2) Analysis of Major TV Brands and Their Key Offerings

3. Smart Speakers

(1) Current Status and Future Prospects of the Global Smart Speaker Market

(2) With the Release of the Matter 1.2 Standard, Interoperability Has Become a Key Factor in

Determining the Importance of Smart Speakers within the Smart Home Ecosystem

(3) Generative AI Empowers Voice Assistant and Has the Potential to Increase Added Value of Smart Speakers

4. TRI's View

(1) Gaming Console Market Strive for Stability, and Cloud Streaming Will Drive Development of Handheld Consoles and Gaming Services on Video Platforms

(2) TV Shipments Are Projected to Grow Due to Major Sporting Events, and Key Trends in Development of TVs Include Larger Display Size, Flexible Deployment and AI

(3) Smart Speaker Market Continues to Shrink and Will Have to Rely on the Matter Standard and AI to Strengthen Applications and Added Value for Related Products