????? ?????????
??????? ???????????? ??? ????????? ?????? (IP) ????????? ????? ???? ??????? ????????. ???? ????????? ?????????? ??????? ????? 1.72 × 10 ^ 8 ???? ????? ??????????? ??? 2024 (?????? 14% ?????? ??????), ??? ??????? ??????????? ????? ~ 31% ??? ????? ?????. Another source estimates 2023 “home security” camera shipments at ~1.92×10^8 globally, with China contributing ~56% (≈1.07×10^8 units). ??? ??????? ?? ????????? ?????????? ????? ??? ???? ?? ??? ??? 53-54 ??????? ???? ???? ???? (? 53.43 ? ??? 2023 ??? 53.49 ? ??? 2024), ???????? ????? ??????. ??????? ?????????? ????????? ????? ???????? ????? (?????? 50% ??? ?????) ????? ??? ???????????? ????????? ??? ????????. ????? ???????? ??? ?????? ???????? (+ 0.2% ??? ????? 2024) ??? ?? ???????? ??? ???????? ??? ????? 2024 ?????? ?? ???????????? ??? (??? - ????? ?????????.
?? ??????? ???? ???????? ????? (?????????????? ????????? / ????????? ?????????? ?????????) ??? ?????????????? ?? ????????? ????????. ????? ?????????, ?? ???????????? ???? ?? ???? ???? ?????????? ????? ???? ~ $ 10.5 ? ??? 2024 ??? ????????? ~ $ 60.99 ? ???? 2034 (≈19.2% Cagr). ???? ?????, ???? ???????? ???? ???? (2024 ~ ??. ??. $ 4.31 ?, ~ 41% ?????) ??? ?? ???????????? ??? ???????.
????? ???????????? ??????
????????? ????????? ????????? ????? ????? - ????? ??????? ?? ?????????? ???. ????? ?????? ????????????:
-
??????? - ????? ??????? (AOV, 4G - LTE): ?????? - ??????? - ????? ?????????????? (??? ?????? AOV) ???? ??????? - ???? ???????????? ??? ???????? ?????????? ?????. ?? ????????? ??????? ????? ???? ??? ?????? (???? ??? ????? ???????). ?????????, ?????????? - ????? "????????" ????????? (?????? ????? ??? - Powered) ????? ??????????? ????????? ???? ??????.
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??? & ?????? ??????????: ???? - ???? AI (????? ???????) ??? ??????? ??????????? ????? ???????? ????????. ??? ???????????? ??????????? ????????? ??? ???????? ????? ????????, ??? ???? AI - ??????? ?????????? ????? ???? ?????? ??????? ????????? ???????????????. ??? ??????????? ????????????????, ???????????? ????? ??????????? ?????? ???? AI ?????????? ??? ????? - ???????? ?????????? (????? ?????????, ??????? ????, ???).
-
???? - ????????? ??? ????? - ???? ?????????: 4-5 ??? ???????? ????? ???? ?????????, ??? 8 ??? (4 ?) ???? ??????? ???. ?????????? - ?????????? ??? ????? - ?????????? ????????? (???? ???? RGB + ???? ??, ????? ??????? ??????) ????? ?? ?????? ????? ???????. ???? ????????? ???? ?????????? ?????????? - ?????????? ????????? ????????? ????? ??? ??????? ????? ????? ?????? ??? ???????; ????? ??????? "???? + ??????" ??????? ??????????.
-
??????? - ???? / ?????????????? ?????????: ????? - Vision ??? ??? ????????? ???????? ??? ????? ?? ?????????????. "??????? - ????" (??? - ?????? ??????? - ????) ??? ?????? - ???? ???????? ????? ?????????? ???????????? ????????? ?????????. ??? ????????? ?????????? ????? ????? ???????? ??? ???????? ??????? ??????, ??? ???????? ???? ?????? ???? ??????? ?????? ????????.
-
???????? ?????????????: ????????? ??????????? ????????? ??? ?????? ????????. ???????, ??????? ??? ?????? - ??? ?????? (????? ????? - ???? ?????? ??????) ????? ????????. ??? ???? ??? "???????? ???????" ?????????? (?????????? ????????? ????????, ???????????, ???) ????????????. ??? ????, ????????? ????? ?? ???? ??? ????????? ????????????? AIOSSYSTEMS (???? ????????, ????????, ???? ?????.
????????? ????????? ??? ????????? ????????????
????????? ???????????? ????? ??????? ?? ???????????, ???? - ??????????? ????????? ????????????. ????? ????????? ???????????? ????????????:
-
????????? - ??????????? ???????: ????????? ????? ??? ????????? ?????????????? ????????? ??? ???????. ?? ???? ????? 4 ? ?????????????, ?????????????? ???????? ??? ??? ??????????? ????????. ????, Xiaomi ?????? ??????? ???? ?????? ????????? ?????????? - ???? ???? ??????????, ??? Ezviz ????????? ????????? 4 ? ??????? ??? ?????????? - ?????????? "???????" ?????????. ?????? E - ?????? ????????? (???????, kuuachou, ???.) ????? ????? ??????? ?? ????????????? ????????? ?????????.
-
???????? ????? ???????????: ??? ??? ????????? ????????? ??????????? (??????????, ??????, ??????), ??????? - ???? ???????? ??? ??????. ?????????? ??????????? ??????? ????????? ??? ???????????? ?? / ??????? - ???? ????????? ??? ???? ???????? ????????. ?????? ??????? "??? - ?????? ????? ??????" ??? ?????? - ???????? ????? ?????? ????? ?????? ????????? ????????????.
-
?????????? - ?????????? ??? ????? ???????????: ????? - ?????? ??????????? ??? ?? ?????? ????. ?????????? - ?????????? ??????? ????? ???? ?????????? ?? ?????? ???? ????? - ???? ???? ?? ????? ???????? ????? - ?????? ???????. ????? ???????? ????? ??? ?????????? - ??? ????? - ?????????? ?????????? ????? ????? ?? ??????? ????? ??? ?????. ?????? ??????? ???? ????? ?????????? + Siren + ???? ??? ???? ?????????? ????? ???? ?????????.
-
???, ????? - & - ????? ??????????: ?? ??? ??????? ??? ??????. ???? ????????? ????????? ?????? ??? - ?? ???????, ????? ???????? "?????????? ??? ????????" ??????????? (?????? - ???????, ?????????? ???????) ??? ?????????????? ???????) ??? ??????????????. ??? ?????????? (Alexa, Google) ????? ??? ??????? ??????????? ???????????? ????? ?????? ???? ??????.
????????????? ?????????? & ?????????? ?????????
??????? ? ????????? ?????????? ????? ??? ??? ????? ????? - ?????. ?????? ????????? ???????? ?????, ??? ???? ????? ??????? ?????????? ???? ???? ????? ???????. ?????? ??????? ??????? (2023 ????? ?????????) ???????????? (??????.) Ezviz / Hikvision 25.8%, Xiaomi 14.2%, Jooan 7.1%, Tp - ???? 6.7%, ??? 360 5.6%. (????? ??????? ????? ????????? ??? ????????? ???????.) ????? ????? - 5, ????????? ??? ???????? ??????? (?????????????? ???? ??????????? ??????? - ?????) ???????????? ?????? ?? ???? ??? ?? ?????. ???? - ??? ??????? ????? ?????? ???? ?? ????? ????? ??????????, ??? ????? ??????? ?????? ???????? ???????.
| ????? (???????) | ??????. ????? ????????? (2023) |
|---|---|
| Ezviz (hikvision) | ~ 25.8% |
| ??????? | ~ 14.2% |
| Jooan | ~ 7.1% |
| Tp - ???? | ~ 6.7% |
| 360 | ~ 5.6% |
???: ?????? ??????? ????????? ?????????? ??????? ???? ????? ?????????.
???? ?? ??????? ????, ??????? ??????? ????? ????? ?????????????. ???????, ezviz elsts> 150 ??????? ?????? ??? 130+ ??????, ????? ??? ?? ??????? ????? - ???? ??? ?????????. ????????? ????????? ????? ???? ????? - ?????? ???????????. ?????? ????????? ???? ??????????????? ??? ??????????? ?????? ?????????? ?? ????????? ??? ????????. (??? ??????????, ???? ???? ???????? ??????? ??????? ????????? ??? ????????? ?????? ??? ????.) ????, ???????? - ?????? ???????????? ?????? ?????????????: ??????? ????? / ????????????? ??????????????, ??? ?? ???????????? ????????? - ?????????? ???????????????. ???? ???????? - ?????? ?????????? (??????????? ????, ???????? ????????, ???? ????) ?????? ???????????, ???????? ????? ??????? - ???? 4 ? / ???????? ????????? ?????.
?????????????? & ?????????????
??????????????: ?? ???????????? ??? ??????? positive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
?????????????:???????? ??? ????????. ??? ???????, ???????? - ??????????? ??????? ?????? ??? ??????? ?????????????? ?????? ????????? ??????? ????. ???? ???????????? ???? ?????????????? ???????????? ???? ???????????? (???. AOV, AI ??????????). ???????? - ??????, ?????????????????? ????????????? ??? ???? ?????????????? (???. ????, ????) ?????? ??????????? ?????????? ??? ?????? ???????. ?????? ????????????? ?????? ????: ?????????? ?????????? ????, ?????? ??????? ??? ???????????? ????? ??? ??????? ?????? ????? / ????????? ??????????? ????? ??????????????. ??????????? ??????????? ??? ?? ??????????? - ???????? ????? ??? ?????; ?????? ??????????? ????????? ???? ??????? ?????? (??????? ?????????, ??? ???????????) ?? ??????????? ????????.
??? ?????, ?? ????????? ????????? ???? ?????????? ????? ??? ????? ??? ???????????. ?????? ???????? ???????????? ????????????????? ????? (??????? - ?????, ???, ?????????????) ??? ??????? ????????? ????????? ??????????. ??????? ???????? ?????????? ?? ???????? ?? ????? ??? ?? ??? ???????????? - ????? ????????? ????????? ???? ?????? ????????????? ??? ????????????????????? ?? ?????????????? ???? ?????????????? ??? ????? ?????????????.
????????: ????? ??? ?????????? ????? ???? ??? ?? ????? ??????? ?????????? ?????? ??? ????? ????????, ??? ?????? ??? ??????????? ?????????? ??? ?????????? ??? ?????? ???????? ??? ??????.
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