Ukubuka konke kwemakethe
Ukuhanjiswa komhlaba wonke kwamakhamera wabathengi abathengi (IP) abelokhu ekhuphuka ngokuqinile. Ukuhlaziywa kwemboni eyodwa kubike mayelana 1.72 × 10 ^ 8 Amayunithi Kuthunyelwe emhlabeni wonke ngo-2024 (cishe ngo-14% ukukhula konyaka konyaka), nge-China accounting ye-~ 31% yalelo volumu. Omunye umthombo ulinganisela ama-2023 "Ezokuphepha Kwasekhaya" Ukuhanjiswa Kwekhamera ku ~ 1.92 × 10 ^ 8 Emhlabeni jikelele, nge China enikela ~ 56% (≈1.07 × 10 amayunithi). E-China imakethe yekhamera yabathengi ise-oda Amayunithi ayizigidi ezingama-53-54 Ngonyaka (e.g. 53.43m ngo-2023 no-53.49m ngo-2024), ngokuyisicaba. Iziteshi zokuthengisa eziku-inthanethi zikhule ngokuqinile (cishe ama-50% wevolumu) njengoba izitolo zendabuko zinqabile. Ukukhula kwasekhaya kwakuyisizotha (+ 0.2% YoY ngo-2024) kuze kube uxhaso lukahulumeni i-IOT ngasekupheleni kuka-2024 kwashukumisa ukuvuselela (okwesibili - Ingxenye yamavolumu aphenduka amahle).
Imbulunga yonke imakethe yekhamera ye-Smart (kufaka phakathi amakhamera wezokuphepha angaphakathi / angaphandle) kulindeleke ukuthi anwebe ngokushesha. Isibonelo, isibikezelo esibikezela imakethe yekhamera ye-Smart Home at ~ $ 10.5b ngo-2024 futhi ifinyelela ~ $ 60.99b ngo-2034 (≈19.2% CAGR). Ngesifunda, eNyakatho Melika kuholela (2024 ~ US $ 4.31B, ~ 41% isabelo ku-2023 ku-2023 kuye ku-2028.
Izitayela zobuchwepheshe ezibalulekile
Amakhamera angaphandle wabathengi aya ngokuya Isici - Ucebile Ngenxa yobuchwepheshe obusafufusa. Izitayela ezibalulekile zifaka:
-
Low - Amandla Amandla (AOV, 4G - LTE): I-Ultra - Low - Izakhiwo Zamandla (kwesinye isikhathi ezibizwa nge-AOV) zinika amandla njalo - ekuqapheleni nge-Cantini yebhethri elincane. Amamodeli weselula we-4G nawo afunwa (kaningi ngezinhlelo zedatha ezifakiwe). Kuhlanganiswe, ibhethri - Kunikwe amandla "ama-wireless" amakhamera (abanye ngisho nelanga - Kubuyiswa amandla) banwebekile amacala okusebenzisa angaphandle.
-
Izinsizakalo ze-AI & Cloud: Kuqhubeke - Idivaysi AI (amamodeli amakhulu) kanye nama-Cloud Analytics angeziwe ngokushesha. I-AI algorithms ithuthukisa ukutholwa futhi inciphise ama-alamu wamanga, futhi i-AI entsha - Izinsizakalo zefu zingathuthukisa ukubhaliswa kwesitoreji samafu sevidiyo. Njengoba i-Hardware Commitizes, izinkampani ziya ngokuya zibheja kuzici ze-AI nenani - Izinsizakalo ezingeziwe (ukuqashelwa kobuso, ukusesha ifu, njll.).
-
Phezulu - Isixazululo & Multi - Amakhamera welensi: Izinzwa ezingama-4-5MP manje zisezingeni eliphezulu, ngamayunithi angama-8MP (4K) athola isabelo. Dual - Ikhamera futhi i-Multi - Amamojula wekhamera (E.G. One RGB + One IR, noma umbono we-stereo) ayindlela entsha entsha. Abathengisi abaningi manje banikela Dual - I-Lens Outdoor Camera ngokuqonda okujulile noma amasimu abanzi wokubuka; Imiklamo ye- "Gun + Ball" iyavela.
-
Low - kukhanya / ukukhanya blacklight: Ubusuku - I-Vision Tech iye yavela ngale kokukhanya okulula kwe-IR elula. "Mnyama - Kukhanya" (kugcwele - Faka umbala phansi - Ukukhanya) kanye nemicrosin Ama-Cums amnyama amnyama aqhamuke kumaphoyinti ahlukahlukene entengo, futhi amaconsi wezindleko aqhubekayo kufanele alethe ukutholwa okubanzi.
-
Imvelo yemvelo exhunyiwe: Amakhamera ahlangana ngokuhlanganyela namanye amadivaysi. Isibonelo, amamodeli akhiwa akhelwe - kwizikrini (for ezimbili - indlela ingxoxo yevidiyo) iyakhula. Siphinde sibone imikhiqizo "Vision Fusion" (amamojula wekhamera kumarobhothi, agqoke, njll.) Ukwanda. Ngamafuphi, amakhamera aseba yingxenye ye-ecostems ebanzi ye-Aiot (izikhulumi ezihlakaniphile, amarobhothi, izibuko ze-AR, njll.).
Izidingo zabathengi nezinkomba zomkhiqizo
Izintandokazi zabathengi ziyaguqukela I-Flexible, Phezulu - Ukusebenza Kwangaphandle Komsebenzi. Izinkomba zomkhiqizo ezibalulekile zifaka:
-
Ngaphandle - amamodeli alungiselelwe: Isidingo samakhamera e-Weatheras e-Weatheras eqiniso akhuphuka. Lokhu kuvame ukubalwa Ukuxhumana kwe-4G, amabhethri aqashelwa kabusha, kanye nezinketho zokushaja zelanga. Isibonelo, i-Xiaomi isanda kwethulwa okokuqala Ikhamera ye-Outdoor - Ikhamera ye-Lens PTZ, no-Ezviz wembulwa amamodeli we-4G angaphandle kanye namakhamera we-pet "isilwane". Iziteshi ezintsha ze-Entsha - Iziteshi zezentengiso (Douyin, KuaishoU, njll.) Ziye zamcindezela namakhamera angabizi angabizi.
-
Ukusebenza Okuthuthukisiwe Night: Njengoba kufakwe amakhamera angaphandle angaphandle (ama-driveways, amayadi, amasango), okuphansi - ukucabanga okukhanyayo kubalulekile. Abasebenzisi baphinde bakhethe amakhamera nge-Advanced IR / Black - amamojula akhanyayo nezinzwa eziphezulu zokuthola inzwa. Imakethe yabathengisi "egcwele - I-Colour Night Vision" kanye ne-laser - Izindlela zobusuku ezithuthukisiwe zokubhekwa kwangaphandle okuphephile.
-
DUAL - I-Lens kanye nokuvalwa okubanzi: I-Multi - I-Angle Covage iyiphuzu lokuthengisa. Dual - Imiklamo yekhamera ivumela ilensi eyodwa ukuthi igxile kulolo lonke - ibanga ngenkathi enye isembozo ebanzi - ukubuka kwe-angle. Amanothi wokucwaninga wemakethe lokho Dual - kanye nemikhiqizo eminingi yelensi ube yindawo ebalulekile yokuqamba izinto ezintsha. Eminye imikhiqizo futhi inqwaba yekhamera + siren + ukukhanya kuyunithi eyodwa yokungena ekhaya.
-
I-DIY, plug - & - Izici zokudlala: Ukusetha kokusetha kubalulekile. Amakhamera amaningi wabathengi ahlala e-WI - Amamodeli we-FI, alula "ukufaka futhi akhohlwe" ukusebenza (auto - Ukubhangqa, izinhlelo zokusebenza ezinembile). Abasizi bezwi (Alexa, Google) Ukusekelwa nokuhlanganiswa kwe-smartphone okungenamthungo kulindeleke kubathengi.
Ukuncintisana kwe-Landscape & Abadlali Abasafufusa
Imakethe yekhamera yabathengi yaseChina Kugcwele kakhulu kepha phezulu - esindayo. Abadlali abambalwa abaphatha isabelo, futhi izinhlobo eziningi ezincane zincintisana kwi-niche noma ngentengo. Ukuhola ama-Chinese Brands (2023 Abelana Kwasekhaya) kufaka (approx.) Ezviz / HIKVision 25.8%, Xiaomi 14.2%, Jooan 7.1%, TP - Xhumanisa I-6.7%, no-360 5.6%. (Ngamunye unikeza amamodeli angaphakathi nangaphandle.) Ngezansi phezulu - 5, amakhulukhulu emikhiqizo emincane (kufaka phakathi ama-elekthronikhi amaningi aqala - ups) bebambe yonke imakethe. Mad - Imikhiqizo yeTier ingaphansi kwengcindezi yokusungula noma ukuhlanganisa, njengemikhiqizo ephezulu icindezela amanani entengo.
| Brand (China) | Approx. I-Market Abelana (2023) |
|---|---|
| Ezviz (hikvision) | ~ 25.8% |
| Xiaomi | ~ 14.2% |
| UJonaan | ~ 7.1% |
| I-TP - Xhumanisa | ~ 6.7% |
| I-360 | ~ 5.6% |
Ithebula: Ukuhola imikhiqizo yekhamera yabathengi baseChina ngokuhlanganyela kwemakethe.
Use isigaba somhlaba wonke, Imikhiqizo yaseChina iyancintisana kakhulu. Isibonelo, imibiko ye-EZVIZ> Abasebenzisi abayizigidi eziyi-150 emazweni angama-130 +, okwenza kube yinombolo yomhlaba - eyodwa ekuhanjisweni. Amakhamera we-Xiaomi nawo aphezulu - abathengisi emhlabeni wonke. Amafemu aseChinese inzuzo yezindleko zezindleko futhi ahlanganise ubuchwepheshe be-AIIN UKUZE BENZELWA. (Ngokuphambene Izimakethe ezintsha zaphesheya kwezilwandle (Eseningizimu mpumalanga ye-Asia, Latin America, Middle East) zihlala zikhangayo, ikakhulukazi eziphansi - Izindleko ze-4G / Ameless Angaphandle Angaphandle.
Amathuba nezinselele
Amathuba: I-Outlook iyinhle kakhulu. Ochwepheshe bayakholelwa e-Ai - I-Iot ebanzi yombono inamathuba akhuthazayo ". Ukunwebisa izimo zohlelo lokusebenza (imiphakathi ehlakaniphile, ukunakekelwa kwabadala, ukuqapha izilwane, njll.) Kuzoqhuba ukufunwa okusha okungaphezu kokuvikeleka kwendabuko kwasekhaya. EChina, uxhaso lwe-IOT kaHulumeni kaHulumeni lungakhulisa ukungena - Izinga Lokuthuthuka Kwekhamera. Phesheya kwezilwandle, ukukhula okusheshayo kwamakhaya ahlakaniphile (ikakhulukazi eNyakatho Melika) kunikeza igumbi ukuthekelisa. Abathengisi abane-ecosystems ephelele (ikhamera + NVR + Cloud) bangathwebula inani elithe xaxa.
IZINSELELE:Ukuncintisana kuyavuka. E-China, uxhaso - Amanani Entengo Yezimpi kanye Neziteshi Zokuncintisana Concer Force Ulaka Izindleko Izindleko. Izinkampani eziningi kufanele ziqhubeke ngokuhlukahluka ngobuchwepheshe (e.g. aov, ai izici). I-phesheya kwezilwandle, ukungaqiniseki kwe-geopolitical kanye nabancintisana bendawo (i-E.G. Ring, isidleke) kudinga imikhiqizo yokuvumelanisa namamodeli webhizinisi. Izinselelo zezobuchwepheshe zihlala nazo: zinwebeka impilo yebhethri, ziqinisekisa i-cybersecurity, kanye nokuhlanganisa amamodeli amakhulu e-AI ngaphansi kwezingqinamba zamandla / ama-latency akwenziwe nge-nentrivial. Ukugcina ama-margins ku-Hardware - Imakethe egxile inzima; Abathengisi bathembela emalini engenayo yensizakalo (isitoreji samafu, i-AI Analytics) ukuze baqinise inzuzo.
Ngokufundwa, umthengi wangaphandle we-Smart Camera imakethi Kukhulu nokuvela. Abashayeli abakhulayo bafaka ubuchwepheshe obusha (ephansi - Amandla, AI, Ukuxhumana) nokwakhiwa kwezokuphepha kwabathengi. Imibiko yaseChina iphethe I-IOT ebonakalayo Imakethe inombono okhanyayo - kepha abadlali bezimboni kumele bahlale beya ezintsha futhi basebenzise ama-International ngamathuba futhi bahlangabezane nezinselelo.
Imithombo: Idatha nokuhlaziywa kudonswa kwimibiko yakamuva yamaShayina yaseChina kanye nocwaningo lwemakethe, kanye nezibalo ezihunyushiwe kanye nokuphawula kusuka kubahlaziyi abaholayo nezindaba.
?Izilungiselelo Zobumfihlo