In addition, the competition pattern of smart phones is relatively stable, and the concentration of market segments such as smart homes and smart wearable devices needs to be further improved. It is expected that more competitors will join in the future, and the degree of market competition in the industry will become more and more fierce.
Main listed companies in the intelligent hardware industry: At present, the listed companies in the domestic intelligent hardware industry mainly include Xiaomi Group (0 18 10. HK), Lexin Medical (300562) and Lenovo Group (00992. HK)。
The core data of this paper: market size, product structure and shipment volume.
The market scale has exceeded one trillion.
From 20 14 to 20 19, the market scale of intelligent hardware industry in China increased year by year, reaching 643 billion yuan in 20 19, with a year-on-year increase of 25%. With the outbreak of COVID-19 epidemic in 2020, the market demand for intelligent hardware terminal equipment has reached a high point in recent years. According to preliminary calculation, the market scale of intelligent hardware equipment in China will be 654.38+00767 billion yuan in 2020.
Smart wear and smart home dominate.
The intelligent hardware industry is subdivided into intelligent mobile communication, intelligent robot, intelligent home equipment, intelligent wearable equipment, intelligent car networking equipment, intelligent big screen equipment, intelligent medical equipment, intelligent home health equipment and intelligent security equipment. In 2020, the smart hardware industry in China is dominated by smart home devices, accounting for 30.6%; Followed by smart wearable devices, accounting for 20.0%.
With the country vigorously promoting "China's intellectual creation", a series of policies are favorable. In the future, smart wearable devices and smart home devices will have more room for growth.
From 2065438+04 to 2020, the market scale of smart wearable devices in China increased year by year, reaching 55.9 billion yuan in 2020, up 2% year-on-year. Looking forward to the future, it is considered that smart wearable devices belong to elastic demand. In 2020, most of the demand will be temporarily suppressed because of the epidemic, and 202 1 will be the new round of demand explosion point.
China will occupy two seats among the top five wearable device companies in the world in 2020, according to data from Konas. Among them, Xiaomi topped the list with 377,000 units, accounting for 20.3%, and Huawei ranked third with 322,000 units, accounting for 17.4%.
At present, China enterprises account for 52.5% of the global wearable device market. Looking ahead, with the further recovery of domestic epidemic situation, it is predicted that the market share of wearable devices in China will further increase in 20021year.
From 2015 to 2020, the smart home market in China will grow year by year, and it will reach153 billion yuan in 20 19, with a growth rate of 18.4%. It is estimated that the smart home market will reach182 billion yuan in 2020. In addition, IDC data shows that in 2020, the shipment of smart home equipment in China will be 200 million units, down by 1.9% year-on-year, and it is expected to rebound by 5438+0 in 2026.
From the perspective of enterprises, smart homes are dominated by established enterprises such as Midea and Haier, and win with nationality and rich product lines. However, it is expected that with more single-product enterprises entering the market, as well as the guidance of the country's expansion of domestic demand and the international and domestic dual-cycle policy, emerging enterprises in the smart home segment will have more room for growth.
Financing activities are active, and the future industrial chain will be more perfect.
From 2065 438+05-2020, the fluctuation of financing events in China's intelligent hardware industry decreased, and the financing amount increased year by year, indicating that the scale of single financing was further expanded and capital began to focus. In 2020, the number of financing events in the intelligent hardware industry reached 342, with the amount of 1098438+06 billion yuan, a record high in recent years.
From April 2002 to April 2002, the financing amount was 93.984 billion yuan, accounting for 86% of the total financing last year. Looking forward to the future, with the further expansion of the financing scale of 202 1, the industrial chain of intelligent hardware industry will be further improved, and there is a large market growth space.
It is estimated that the scale will exceed 2 trillion in 2026.
According to neutral forecast, the market scale of intelligent hardware industry in China will maintain rapid development from 2020 to 2026. According to the forecast of compound annual growth rate of 20%, the market scale of intelligent hardware industry in China will reach 2 trillion yuan by 2026.
—— The above data refer to the report of Foresight Industry Research Institute "China Intelligent Hardware Industry Development Prospect Forecast and Investment Strategic Planning".