Market researcher IDC recently summarized and gave ten insights into China’s smart home market in 2023.
IDC expects shipments of smart home devices with millimeter wave technology to exceed 100,000 units in 2023. In 2023, about 44% of smart home devices will support access to two or more platforms, enriching users’ choices.
Insight 1: China’s smart home platform ecology will continue the development path of branch connections
With the deepening development of smart home scenarios, the demand for platform connectivity is constantly rising. However, limited by the three factors of strategic identification, development pace and user coverage, China’s smart home platform ecology will continue the development path of branch interconnectivity, and it will take some time to reach a unified industry standard. IDC estimates that in 2023, about 44% of smart home devices will support access to two or more platforms, enriching users’ choices.
Insight 2: Environmental intelligence will become one of the important directions to upgrade the capability of smart home platform
Based on the centralized collection and comprehensive processing of air, light, user dynamics and other information, the smart home platform will gradually build the ability to perceive and predict user needs, so as to promote the development of human-computer interaction without influence and personalized scene services. IDC expects sensor devices to ship nearly 4.8 million units in 2023, up 20 percent year on year, providing the hardware foundation for the development of environmental intelligence.
Insight 3: From Item Intelligence to system Intelligence
The intelligence of home equipment will be extended to the home energy system represented by water, electricity and heating. IDC estimates that the shipment of smart home devices related to water, electricity and heating will increase by 17% year-on-year in 2023, enriching connection nodes and accelerating the realization of whole-house intelligence. With the deepening of the intelligent development of the system, industry players will gradually enter the game, realize the intelligent upgrade of household equipment and service platform, and promote the intelligent management of household energy security and use efficiency.
Insight 4: The product form boundary of smart home devices is gradually blurred
Function definition orientation will promote the emergence of multi-scene and multi-form smart home devices. There will be more and more smart home devices that can meet the needs of multi-scene use and achieve smooth and senseless scene transformation. At the same time, the diversified configuration combination and function improvement will promote the continuous emergence of form-fusion devices, accelerate the innovation and iteration of smart home products.
Insight 5: Batch device networking based on integrated connectivity will evolve gradually
The rapid growth in the number of smart home devices and the continuous diversification of connection modes put a greater test on the simplicity of connection Settings. The batch networking capability of devices will be expanded from only supporting a single protocol to integrated connection based on multiple protocols, realizing the batch connection and setting of cross-protocol devices, lowering the deployment and use threshold of smart home devices, and thus accelerating the smart home market. Especially the promotion and penetration of DIY market.
Insight 6: Home mobile devices will extend beyond flat mobility to spatial service capabilities
Based on the spatial model, home intelligent mobile devices will deepen the connection with other smart home devices and optimize the relationship with family members and other home mobile devices, so as to build spatial service capabilities and expand the application scenarios of dynamic and static collaboration. IDC expects about 4.4 million smart home devices with autonomous mobility capabilities to ship in 2023, accounting for 2 percent of all smart home devices shipped.
Insight 7: The aging process of smart home is accelerating
With the development of aging population structure, the demand of elderly users will continue to grow. Technology migration such as millimeter wave will expand the sensing range and improve the identification accuracy of household devices, and meet the health care needs of elderly groups such as fall rescue and sleep monitoring. IDC expects shipments of smart home devices with millimeter wave technology to exceed 100,000 units in 2023.
Insight 8: Designer thinking is accelerating penetration of the whole house smart market
Style design will gradually become one of the important factors to consider the deployment of whole-house intelligent design outside the application scenario, so as to meet the diversified needs of home decoration. The pursuit of aesthetic design will promote the development of smart home devices in the appearance style of multiple sets of systems, drive the rise of related customized services, and gradually form one of the advantages of the whole house intelligence distinguishing from the DIY market.
Insight 9: User access nodes are being preloaded
As the market demand deepens from single product to whole-house intelligence, the optimal deployment time keeps advancing, and the ideal user access node is also prepositioned. The layout of immersive channels with the help of industry traffic is conducive to expanding the scope of customer acquisition and obtaining customers in advance. IDC estimates that in 2023, whole-house smart experience stores will account for 8% of the offline public market shipment share, driving the recovery of offline channels.
Insight 10: App services are increasingly influencing consumers’ purchasing decisions
Content application richness and payment mode will become important indicators for users to choose smart home devices under the convergence of hardware configuration. Users’ demand for content applications continues to rise, but affected by low ecological richness and integration, as well as national consumption habits, China’s smart home “as a service” transformation will require a long development cycle.
Post time: Jan-30-2023