Amagqabantshintshi eMakethi

Ukuthunyelwa kweLizwe leHlabathi yeMart (IP) iikhamera ziphakame ngokuqhubekayo. Uhlalutyo olunye kushishino luye lwanikezelwa malunga 1.72 × 10 ^ Iiyunithi ze-8 Ithunyelwe kwihlabathi liphela ngo-2024 (malunga ne-14% yokukhula konyaka), kunye ne-akhawunti ye-China ye-~ 31% yaloo volumu. Omnye umthombo uqikelela i-2023 "" IKHAYA LWEZIKHONO "IKHAYA LOKUGQIBELA KWI-NINTE. E-china intengiso yekhamera yomthengi ikwi-odolo ye Iiyunithi ezingama-53-54 Ngonyaka (o.G. 53.43m ngo-2023 kunye ne-53.49m ngo-2024), ukukhula okukhulu. Iitekishi zentengiso ezikwi-Intanethi zikhule ngokuqinileyo (phantse i-50% yevolumu) i-tetal inqabile. Ukukhula kwekhaya yayithobekile (+ 0.2% ye-yoy ye-2024) kude kube yinkxaso-mali ye-I-IOO ye-2024 ikhuphe i-2024 ikhuphe i-rebound (yesibini ye-rade ijika inyani).

Jikelele Intengiso yekhamera yekhamera (kubandakanya neekhamera zezokhuseleko zangaphakathi / zangaphandle) ziqikelelwa ukuba zandise ngokukhawuleza. Umzekelo, i-profeto enye iphambili kwimakethi yekhamera yekhamera yeKhaya kwi ~ $ 10.5B ngo-2024 kwaye ifikelela kwi- $ 60.99b ngo-2034 (?19.2% CAGR). Ngummandla, uMntla Merika okwangoku ukhokelela (2024 ~ i-US $ 4.31b, ~ 41% kwi-Intanethi ye-ecosystem) kwaye i-102% ye-~ 20 ^ I-828 × 4 ^

Itekhnoloji yeThengi

Iikhamera zangaphandle zabathengi ziya Inqaku - Utyebi Enkosi kwi-Tech ekhulayo. Iindlela eziphambili zibandakanya:

• Phantsi - uyilo lwamandla (AOV, 4G - LTE): I-Ultra - Phantsi - indawo yombane (ngamanye amaxesha ebizwa ngokuba yi-AOV) yenza ukuba isebenze rhoqo - Ukubeka iliso ngebhetri encinci. Iimodeli zeselula zikwimfuno (zihlala zibandakanya izicwangciso zedatha). Idityanisiwe, ibhetri - I-Carad "iikhamera" ezingenazingcingo (ezinye ze-solar.

• Iinkonzo ze-AI kunye nelifu: Kwi - Isixhobo se-AI I-Ai Algorithms Ukuphucula ukubhaqwa kunye nokunciphisa iialarm zobuxoki, kunye ne-AI entsha - Iinkonzo zeLifu zinokukhulisa imirhumo yokugcina ividiyo. Njengoko izixhobo ze-hardire, iinkampani ziya zibhengeza kwiimpawu ze-AI kunye nexabiso - Iinkonzo ezongezelelekileyo (Ukuqwalaselwa kobuso, ukukhangela kwilifu, njl njl).

• I-SUPE - Isisombululo kunye ne-Multi - Iikhamera zeLens: I-4smsmissismers ye-4-5mufs ngoku iphambili, nge-8MP (4K) ifumana isabelo. I-Dial - Ikhamera kunye neemodyuli zekhamera Abathengisi abaninzi ngoku banikezela I-Dial - ilensi yekhamera zangaphandle ukuqonda okunzulu okanye ububanzi beembonakalo; Nokuba i-hybrid "umpu + ibhola" ivela.

• Iphantsi - ukukhanya / ukukhanya komnyama Ubusuku - I-Tech yombono ivele ngaphaya kokukhanya okulula. "Mnyama - Ukukhanya" (Egcweleyo - Umbala Wemifanekiso - Ukukhanya) kunye neMicrosoft Voect ingena ngokukhawuleza kwiikhamera zangaphandle. Iikampu ezimnyama zabathengi zakudala ziye zavela kumanqaku amaninzi amaxabiso, kwaye kuqhubeka iindleko zeendleko kufuneka zizise ukwamkelwa ngokubanzi.

• I-ecosystems edityanisiweyo: Iikhamera ziya ziba lula nezinye izixhobo. Umzekelo, iimodeli ezakhiwe - kwizikrini (zale ezimbini - Incoko yevidiyo yevidiyo) ziyakhula. Sikwabona "iimveliso zokujonga" iimveliso (iimodyuli zekhamera kwirobhothi, iingadi, njl njl) zanda. Ngamafutshane, iikhamera ziba yinxalenye yenkqubo ye-oiot ye-oiot e-oiot (izithethi ezi-smart, iirobhothi, iiglasi ze-PER, njl. Njl.).

Imfuno yabathengi kunye nezikhombisi zemveliso

Ukukhetha kwabathengi kutshintshela phambili bhetyebhetye, phezulu - Ukusebenza kwangaphandle. Izikhombisi eziphambili zemveliso zibandakanya:

• Ngaphandle - Iimodeli ezifanelekileyo: Imfuno yeekhamera zemozulu zemozulu yangaphandle. Ezi zihlala zibonisa Unxibelelwano lwe-4g, iibhetri ezihlaziyiweyo, kunye nokukhetha ukutshata. Umzekelo, iXiaomi kutsha nje isungule kuqala I-Outdoor's - I-Lens PTZ ikhamera, kwaye i-ezviz ityhilwe ngaphandle kweemodeli ze-4G kunye ne-Dound - I-lens "ye-PET" yezilwanyana. I-New E - Iindlela zorhwebo zorhwebo (Douyin, Kuaishou, njl njl) ziye zaqhubeka nekhamera yangaphandle.

• Ukusebenza ebusuku kuphuculo: Ngeekhamera ezingaphandle ezifakwe (ukuqhuba, iiyadi, amasango), phantsi - Ukukhanya kwengcinga kubalulekile. Abathengi baya khetha iikhamera nge-ir ephezulu / emnyama - Iimodyuli ezikhanyayo kunye nezinzwa eziphakamileyo. I-Arnders Intengiso "izele - umbono wobusuku bombala" kunye ne-laser

• I-Dial - Ilensi kunye nokugubungela ngokubanzi: I-Multi - Ukugubungela i-angle yindawo yokuthengisa. Imihlali - Uyilo lwekhamera luvumela ilensi enye ukuba igxile kwixesha elide - qala ngelixa enye igubungela ububanzi - Imbonakalo ye-engile. IiNtetho zoPhando zeMakethi I-Doual - kunye neemveliso ezininzi ube yindawo ebalulekileyo yezinto ezintsha. Ezinye iimpawu zikwakhamera yekhamera + ye-siren + ukukhanya kwiyunithi enye yokungena ekhaya.

• I-DIY, iplagi - - - Dlala amanqaku: Ukuseta okukhululekileyo kubalulekile. Uninzi lweekhamera zabathengi zihlala ze-WI - I-FI Models, kodwa ilula "Faka kwaye ulibale" Ukusebenza Abancedisi beezwi (i-Alexa, iGoogle) inkxaso kunye nokudityaniswa kwe-smartphone engenamthungo kulindeleke ngabathengi.

Umhlaba okhuphiswano kunye nabadlali abasakhasayo

Imakethi yekhameri ye-China ixhumekile kodwa ephezulu - inzima. Abadlali abambalwa abalawula, kwaye ii-rands ezininzi ezincinci zikhuphisana kwi-niche okanye ixabiso. I-Chinese Chinese Chinese (i-2023 isahlulo sasekhaya) sibandakanya (malunga.) I-Ezviz / Hikvise 25.8%, Xiami I-14.2%, Joooan I-7.1%, Tp - Ikhonkco I-6.7%, kwaye i-360 5.6%. . Mid - Iimpawu ze-tier ziphantsi koxinzelelo lokuphumelela okanye ukudibanisa, njengoko ii-brinds eziphambili zityhala amaxabiso ezantsi.

Itheyibhuli: Ukukhokela i-Chineser Brands yekhamera yekhamera yentengiso yentengiso.

Kwi Inqanaba lehlabathi, Iimpawu zaseTshayina zikhuphisana kakhulu. Umzekelo, iingxelo ze-Ezviz> Abasebenzisi abazizigidi ezili-150 kumazwe ali-130+, besenza inani lehlabathi - enye ekuthumelweni. Iikhamera zeXiaomami zikwaPhakamileyo - Abathengisi kwihlabathi liphela. Iifemu zaseTshayina ezixhasayo kunye neengcali ezihlanganisiweyo ze-aiot zokwandisa phesheya. . Iimarike ezintsha zaphesheya (i-Asiya i-Asiya, i-Latin America, i-Middle East) ihlala inomtsalane, ngakumbi kwi-CAMS eziphantsi.

Amathuba kunye nemiceli mngeni

Amathuba: Imbono ichanekile ngokubanzi. Iingcali zikholelwa ukuba i - Umbono oxhotyisiweyo i-IOI yazo inaye "amathemba ophuhliso olubanzi". Ukwandisa iimeko zesicelo (uluntu oluyi-smart, ukhathalelo lwabadala, ukubek'esweni, njl njl. Njl.) Kuya kuqhuba ibango elitsha ngaphandle kokhuseleko lwasekhaya. E China, inkxaso-mali ye-IOI ye-IOI ye-IOI ye-IOT inokunyusa ukungena - Ukuphuculwa kwenqanaba lekhamera. Ephesheya, ukukhula okukhawulezileyo kwamakhaya e-Smart (ngakumbi eMntla Merika) ibonelela ngegumbi lokuthumela kwelinye ilizwe. Abathengisi abane-ecosystems epheleleyo (ikhamera + i-NVR + ilifu) linokufaka ixabiso ngakumbi.

Imiceli mngeni:Ukhuphiswano lushushu. E China, inkxaso-mali - Ixabiso le-Inved I-Wars yeXesha kunye nokhuphiswano lweSitishi basebenzela ukuncitshiswa kweendleko. Iinkampani ezininzi kufuneka zihlukane ngetekhnoloji (i.G. AOV, AI AI). Phesheya, geopolical ukungaqiniseki kunye nabantu abakhuphisana nabo (i.G. I-ring, indrensi) ifuna iimveliso eziguquguqukayo kunye neemodeli zeshishini. Imiceli mngeni yezobugcisa ihlala nayo: Yandisa ubomi bebhetri, ukuqinisekisa ukuba i-cyberberity, kunye nokudibanisa iimodeli ezinkulu ze-AI Ngaphantsi koMandla / iiNgcebiso zeLatency akunantsingiselo. Ukugcina i-Margins kwi-Hardware - Intengiso egxile kunzima; Abathengisi bayayonakalisa ngakumbi kwingeniso yenkonzo (ukugcinwa kwelifu, i-AI AP ALTS) ukonga inzuzo.

Kwisishwankathelo, imakethi yabathengi ngaphandle enkulu kwaye ivela. Abaqhubi bokukhula babandakanya ukuveliswa kwetekhnoloji (iphantsi - Amandla, i-AI, Unxibelelwano) kunye nokukhupha ulwazi lokhuseleko lwabathengi. Iingxelo zaseTshayina ziqukumbela i I-Ingo elibonakalayo Imakethi inesimo esikhanyayo - kodwa abadlali becandelo kufuneka baqhubeke nokufumana kwaye bafumana amandla okuphumelela kumathuba kwaye bahlangabezane nemiceli mngeni.

Imithombo: Idatha kunye nohlalutyo zitsalwa kwiingxelo zeShishini zakutshanje zaseTshayina kunye noPhando lweeMakethi, kunye nezibalo eziguqulweyo kunye nezishwankathelo ezivela kubahlalutyi beendaba kunye neendaba.