出版：Berg Insight（ベルグインサイト社） 出版年月：2023年4月
Smart Homes and Home Automation – 10th Edition
スマートホームとホームオートメーション 第10版
| ページ数 | 240 |
| 価格（PDF+Excel） | |
| シングルユーザライセンス | Eur 1,500 |
| 2-10ユーザライセンス | Eur 2,250 |
| コーポレートライセンス | Eur 3,000 |
| 種別 | 英文調査報告書 |
欧州と北米におけるホームオートメーションシステムの出荷数とサービス料金の収益は、2022年の822億ドルから2027年には1,451億ドルに達し、年平均成長率は12％での成長になると Berg Insightでは予測しています。
Berg Insight（ベルグインサイト）「スマートホームとホームオートメーション 第10版 – Smart Homes and Home Automation – 10th Edition」は欧州と北米のスマートホーム市場最新動向を調査・分析し、また5年予測も提供しています。
主な掲載内容と特長
- 主要企業のエグゼクティブ30名とのインタビューを基にした洞察
- スマートホームとホームオートメーションのエコシステムを360度俯瞰
- 主要垂直市場セグメントにおける業界動向のサマリー
- 欧州と北米におけるスマートホームシステムの採用に関する統計データ
- 2027年までの市場予測
- 産業プレイヤにおける最新構想
- 市場主要ベンダの最新企業情報
主な掲載内容
- スマートホームとホームオートメーション
- ネットワークと通信技術
- 概観
- スマートホームネットワーク技術と規格
- スマートホームのエコシステムとハブ
- スマートホームプラットフォーム
- 技術提供会社とOEM
- 市場概観
- セキュリティおよびアクセスコントロールシステムベンダ
- エネルギー管理とクライメイトコントロールシステムベンダ
- 視聴覚とエンターテインメントシステムベンダ
- 照明と窓制御システムベンダ
- 灌漑管理と水管理システムベンダ
- ホームアプライアンスベンダ
- サービスロボットベンダ
- サービス提供会社と家全体のシステム（ホールホームシステム）ベンダ
- 市場予測とまとめ
- 欧州
- 収益
- 出荷数
- インストールベース
- 北米
- 収益
- 出荷数
- インストールベース
- 人気のあるスマートホーム製品カテゴリ
- 市場動向と分析
- 欧州
Report Overview
Smart Homes and Home Automation is the tenth consecutive report from Berg Insight analysing the latest developments and trends on the smart home markets in Europe and North America. This strategic research report provides you with 240 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions.
How should the mobile industry address the vast business opportunity in connected smart homes? Berg Insight estimates that revenues from home automation system shipments and service fees in Europe and North America will grow at a compound annual growth rate of 12.0 percent from US$ 82.2 billion in 2022 to US$ 145.1 billion in 2027. Get a 360 degree perspective on the rapid evolution of the home automation market in this comprehensive 240 page strategy report
Highlights from the report
- Insights from 30 executive interviews with market leading companies.
- 360-degree overview of the smart homes & home automation ecosystem.
- Summary of industry trends in key vertical market segments.
- Statistical data on adoption of smart home systems in Europe and North America.
- New market forecasts lasting until 2027.
- Detailed reviews of the latest initiatives launched by industry players.
- Updated profiles of the key vendors on this market.
120 million homes in Europe and North America were smart at the end of 2022
Smart home and home automation systems include a wide range of solutions for controlling, monitoring and automating functions in the home. Berg Insight’s definition of a smart home system is one that is accessible from remote and includes a smartphone app or a web portal user interface. Devices that only can be controlled and automated locally, through switches, timers, sensors and remote controls, are thus not included in the scope of this study. Smart home systems can be grouped into seven primary categories: security and access control systems; energy management and climate control systems; audio-visual and entertainment systems; lighting and window control systems; home appliances; service robotics and irrigation and water management systems.
The North American smart home market recorded strong growth during 2022. The installed base of smart home systems increased by 12.2 percent to reach 264.9 million at the year-end. An estimated 35.7 million of these were multifunction or whole-home systems whereas 229.2 million were point solutions designed for one specific function. As some homes have more than one smart system in use, the installed base totalled an estimated 57.5 million smart homes at the end of the year. This corresponds to 39.2 percent of all households, placing North America as the most advanced smart home market in the world. Between 2022 and 2027, the number of households that adopt smart home systems is forecasted to grow at a compound annual growth rate (CAGR) of 8.9 percent, resulting in 88.1 million smart homes. Market revenues reached US$ 45.4 billion (€ 43.2 billion) in 2022, an increase of 10.5 percent year-on-year. The market is expected to grow at a CAGR of 10.1 percent between 2022 and 2027, reaching US$ 73.4 billion (€ 69.8 billion) in yearly revenues at the end of the forecast period.
The European market for smart home systems is still behind the North American market in terms of market penetration and maturity. However, the market has now grown to become almost as large as the North American market. At the end of 2022, there were a total of 206.7 million smart home systems in use in the EU27+3 countries, up 21.0 percent year-on-year. Around 26.5 million of these systems were multifunction or whole-home systems whereas 180.2 million were point solutions. This corresponds to around 63.1 million smart homes when overlaps are taken into account, meaning that 27.1 percent of all households in Europe were smart at the end of the year. The number of European households to adopt smart home systems is forecasted to grow at a compound annual growth rate (CAGR) of 12.1 percent during the next five years, resulting in 112.8 million smart homes by 2027. Market revenues grew by 18.9 percent to € 34.9 billion (US$ 36.7 billion) in 2022. The market is forecasted to grow at a CAGR of 14.3 percent between 2022 and 2027 to reach € 68.0 billion (US$ 71.5 billion) at the end of the forecast period.
A point solution will in many cases constitute a consumer’s first smart home purchase. The most popular point solutions to date, in terms of sold units, include smart thermostats, smart light bulbs, smart plugs, connected security cameras and voice controlled smart speakers. These products are marketed by incumbent OEMs such as Signify, Resideo, Danfoss, Belkin, Chamberlain, Schlage and Assa Abloy and newer entrants such as Ecobee, Sonos, Arlo, Nuki, Mysa, IKEA and Wyze Labs. In the whole-home system market, traditional home automation vendors such as Crestron Electronics, Control4, Savant Systems, eQ-3 and Loxone are facing new competition as companies from adjacent industries have entered the market.
ommunications and security service providers such as ADT, Vivint, Comcast and Telus have established themselves among the largest whole-home solution vendors in North America. Major vendors in Europe include Centrica, Verisure, Somfy and Deutsche Telekom.
The outlook for the smart home market is positive. The new Matter standard is anticipated to become a key driver for mass market adoption of smart home systems in the next coming years. Matter enables interoperability between devices and services from various vendors which will facilitate the purchasing process and setup of smart home devices for consumers. In recent years and particularly in the past year, consumer interest for energy efficiency solutions has grown as electricity prices have surged in many countries. There are several smart home solutions that can help households lower their energy consumption and energy bill. Energy management products such as smart thermostats and connected heat pumps, and other smart home product categories with a clear value proposition for the consumer are expected to continue to be the most popular smart home products.
目次
Executive Summary
1 Smart Homes and Home Automation
1.1 Introduction
1.2 Types of home automation
1.2.1 Security and access control systems
1.2.2 Energy management and climate control systems
1.2.3 Audio-visual and entertainment systems
1.2.4 Lighting and window control systems
1.2.5 Irrigation and water management systems
1.2.6 Home appliances
1.2.7 Service robotics
1.2.8 Multifunction and whole-home automation systems
1.3 Home automation market segments
1.3.1 Mainstream houses and multi-family dwellings
1.3.2 The custom (luxury) segment
1.3.3 New homes versus existing homes
1.4 Channels to market
1.4.1 Professional installation
1.4.2 Retail
1.4.3 Service providers
2 Networks and Communications Technologies
2.1 Overview
2.1.1 Different approaches to establishing interoperability
2.1.2 Technology choices of product OEMs
2.1.3 Technology choices of whole-home solution vendors
2.2 Smart home networking technologies and standards
2.2.1 Bluetooth
2.2.2 DECT ULE
2.2.3 EnOcean
2.2.4 Home Connectivity Alliance (HCA)
2.2.5 KNX
2.2.6 LPWA
2.2.7 Matter
2.2.8 Open Connectivity Foundation
2.2.9 OpenTherm
2.2.10 Thread
2.2.11 Wi-Fi
2.2.12 Zigbee
2.2.13 Z-Wave
2.3 Smart home ecosystems and hubs
2.3.1 Amazon Alexa
2.3.2 Apple HomeKit and Siri
2.3.3 Google Home and Google Assistant
2.3.4 Home Connect Plus (Bosch)
2.3.5 Homey
2.3.6 IFTTT
2.3.7 Mediola
2.3.8 Olisto
2.3.9 Samsung SmartThings
2.3.10 Yonomi (Allegion)
2.4 Smart home platforms
2.4.1 Alarm.com
2.4.2 Alibaba
2.4.3 AWS (Amazon)
2.4.4 Ayla Networks
2.4.5 Microsoft
2.4.6 OBLO Living
2.4.7 ThroughTek
2.4.8 Tuya
3 Technology Providers and OEMs
3.1 Market overview
3.1.1 Point solutions – an entry into the smart home
3.1.2 Smart home strategies for product OEMs
3.1.3 New entrants challenge incumbents with connected products
3.2 Security and access control system vendors
3.2.1 Arlo Technologies
3.2.2 Assa Abloy
3.2.3 Canary (Smartfrog Group)
3.2.4 Chamberlain Group
3.2.5 Ezviz Network (Hikvision)
3.2.6 Frontpoint
3.2.7 Kwikset
3.2.8 Logitech
3.2.9 Minut
3.2.10 Nuki Home Solutions
3.2.11 Reolink
3.2.12 Ring (Amazon)
3.2.13 Schlage
3.2.14 Simplisafe
3.2.15 Wyze Labs
3.2.16 YI Technology
3.3 Energy management and climate control system vendors
3.3.1 Danfoss
3.3.2 Ecobee (Generac)
3.3.3 Toon (Eneco)
3.3.4 Eve Systems
3.3.5 Google Nest
3.3.6 Lux Products (Johnson Controls)
3.3.7 Mysa
3.3.8 Netatmo (Legrand)
3.3.9 Sensibo
3.3.10 Tado
3.4 Audio-visual and entertainment system vendors
3.4.1 Bose
3.4.2 Harman (Samsung Electronics)
3.4.3 Kaleidescape
3.4.4 Naim Audio
3.4.5 Sonos
3.4.6 Sound United (Masimo)
3.5 Lighting and window control system vendors
3.5.1 Acuity Brands
3.5.2 Belkin
3.5.3 iDevices (Hubbell)
3.5.4 IKEA
3.5.5 Ledvance (MLS)
3.5.6 Leviton
3.5.7 LIFX (Feit Electric)
3.5.8 Lutron Electronics
3.5.9 Plejd
3.5.10 Signify
3.5.11 Velux
3.6 Irrigation and water management system vendors
3.6.1 Hozelock
3.6.2 Flume
3.6.3 Gardena and Orbit Irrigation (Husqvarna)
3.6.4 Moen (Fortune Brands Innovations)
3.6.5 Rachio
3.7 Home appliances vendors
3.7.1 BSH Hausgeräte (Bosch)
3.7.2 Electrolux
3.7.3 GE Appliances (Haier)
3.7.4 Haier
3.7.5 LG Electronics
3.7.6 Whirlpool
3.8 Service robotics vendors
3.8.1 Ambrogio Robot (Zucchetti Centro Sistemi)
3.8.2 Dyson
3.8.3 Husqvarna
3.8.4 iRobot
3.8.5 Labrador Systems
3.8.6 Neato Robotics
3.8.7 Robomow (Stanley Black & Decker)
3.8.8 SharkNinja Operating
3.8.9 Worx Landroid (Positec)
4 Service Providers and Whole-Home System Vendors
4.1 Market overview
4.1.1 The European market
4.1.2 The North American market
4.2 Market segments and go-to-market strategies
4.2.1 Traditional home automation
4.2.2 DIY systems
4.2.3 Professionally monitored security
4.3 Whole-home system OEMs
4.3.1 ABB
4.3.2 Bosch
4.3.3 Control4 (Snap One)
4.3.4 Crestron Electronics
4.3.5 Delta Dore
4.3.6 D-Link
4.3.7 eQ-3
4.3.8 Ezlo Innovation
4.3.9 Essence Group
4.3.10 Fibar Group (Nice Group)
4.3.11 Gigaset
4.3.12 Gira
4.3.13 Grenton
4.3.14 Legrand
4.3.15 Loxone Electronics
4.3.16 myGEKKO (Ekon)
4.3.17 Nice Group
4.3.18 Resideo Technologies
4.3.19 Savant Systems
4.3.20 Schneider Electric
4.3.21 Shelly (Allterco)
4.3.22 Somfy
4.3.23 ThinKnx (Pulsar Engineering)
4.3.24 TP-Link
4.3.25 Universal Electronics
4.3.26 Xiaomi
4.4 Smart home service providers
4.4.1 ADT
4.4.2 Altice France
4.4.3 Brinks Home Security (Monitronics)
4.4.4 Centrica
4.4.5 Comcast
4.4.6 Cox Communications
4.4.7 Deutsche Telekom
4.4.8 Telus
4.4.9 Verisure
4.4.10 Vivint Smart Home (NRG Energy)
5 Market Forecasts and Conclusions
5.1 Europe
5.1.1 Revenues
5.1.2 Shipments
5.1.3 Installed base
5.2 North America
5.2.1 Revenues
5.2.2 Shipments
5.2.3 Installed base
5.3 Popular smart home product categories
5.3.1 Smart speakers and displays
5.3.2 Smart thermostats and radiator valves
5.3.3 Smart lighting
5.3.4 Smart plugs
5.4 Market trends and analysis
5.4.1 The rise and potential fall of smart speakers and voice assistant services
5.4.2 Will Matter solve the interoperability problems in the smart home industry?
5.4.3 Surging energy prices create demand for smart energy efficiency solutions
5.4.4 Connectivity – soon a standard feature in the home appliances segment
5.4.5 Lower price points opens the doors to the mass market
5.4.6 Cellular IoT in the smart home and home security markets
5.4.7 Open versus closed smart home ecosystems
5.4.8 Short product lifecycles damage consumer trust
5.4.9 Smart insurance for the connected home
5.4.10 Mergers and acquisitions in the smart home industry
Glossary
List of Figures
Figure 1.1: Example of an alarm system……….. 5
Figure 1.2: Examples of security and access control systems……… 6
Figure 1.3: Examples of energy management and climate control devices …. 8
Figure 1.4: Sonos multi-room audio system…………. 9
Figure 1.5: Philips Hue lighting system……….. 10
Figure 1.6: B-hyve smart watering solution…………. 11
Figure 1.7: Samsung Family Hub Smart Fridge ……… 12
Figure 1.8: Examples of service robots……….. 13
Figure 1.9: Households, dwelling types and homeownership by country (EU27+3 2022)… 16
Figure 1.10: Households, dwelling types and homeownership by country (NA 2022).. 17
Figure 1.11: Existing homes and housing starts (EU27+3 2018–2021)….. 18
Figure 1.12: Existing homes and housing starts (North America 2018–2021) ……. 19
Figure 1.13: Channels to market…………. 20
Figure 2.1: Illustration of interoperability at different levels……… 24
Figure 2.2: Examples of technology choices by product OEMs …….. 27
Figure 2.3: Examples of technology choices by whole-home solution vendors …. 28
Figure 2.4: HCA cloud-to-cloud connection ……….. 32
Figure 2.5: Matter application layer…………. 35
Figure 2.6: Thread network topology………. 38
Figure 2.7: Wi-Fi generations ………….. 39
Figure 2.8: Homey app, Homey Bridge and Homey Pro…….. 46
Figure 2.9: Alibaba Cloud IoT Platform……….. 55
Figure 2.10: AWS IoT services ………… 57
Figure 2.11: Azure IoT technologies and solutions …….. 61
Figure 2.12: Tuya IoT Cloud Platform …………. 66
Figure 3.1: Installed base per application area (EU27+3 and North America 2022)….. 70
Figure 3.2: Smart home strategies of product OEMs ……… 72
Figure 3.3: Examples of incumbents and new entrants by application area…… 73
Figure 3.4: LiftMaster Secure View garage door opener with camera built-in…. 79
Figure 3.5: Minut Home Sensor and app………… 85
Figure 3.6: Nuki Smart Door Lock 3.0 Pro………. 86
Figure 3.7: Wyze Home Monitoring security system ………. 90
Figure 3.8: Danfoss Ally smart heating system……….. 92
Figure 3.9: Ecobee Smart Thermostat Premium and SmartSensor ……. 94
Figure 3.10: Nest Learning Thermostat and Nest Cam ………. 98
Figure 3.11: Sensibo Sky, Air and Air PRO smart AC controllers……… 102
Figure 3.12: Tado Smart Radiator Thermostat and app ……….. 103
Figure 3.13: Bose Smart Speaker 500 ………. 106
Figure 3.14: Shipments and installed base of Sonos products…….. 109
Figure 3.15: Juno AI light and speaker with Amazon Alexa built-in…… 111
Figure 3.16: Plejd dimmers, gateway and app ……… 120
Figure 3.17: Installed base of Signify connected light points (World 2017–2022) … 123
Figure 3.18: Flume Water Monitor and Bridge………. 125
Figure 3.19: Moen Smart Sprinkler Controller and the Smart Water Network app .. 127
Figure 3.20: Rachio Smart Hose Timer…………. 128
Figure 3.21: Labrador Retriever ………… 139
Figure 3.22: Worx Landroid Vision robot lawn mower………. 142
Figure 4.1: Penetration of whole-home automation systems (EU27+3 and NA 2022)…. 144
Figure 4.2: Competitive landscape – Service providers and whole-home system OEMs…. 145
Figure 4.3: Top whole-home system vendors (EU27+3 2022) …….. 146
Figure 4.4: Top whole-home system vendors (NA 2022) ……… 148
Figure 4.5: Market segments ………… 150
Figure 4.6: Interactive security systems with professional monitoring (NA 2021–2027).. 153
Figure 4.7: Installed base of whole-home systems (North America 2022)……. 154
Figure 4.8: eQ-3 Homematic IP system ………… 165
Figure 4.9: Examples of Fibaro products………. 169
Figure 4.10: Grenton touch panels ……….. 174
Figure 4.11: Savant’s energy management dashboard ……….. 183
Figure 4.12: ADT home security system ……….. 193
Figure 4.13: Xfinity home security system ………… 199
Figure 4.14: Telus security subscriber base (North America 2018-2022) …. 203
Figure 4.15: Verisure home security system…………. 204
Figure 4.16: Vivint Smart Home subscriber base (North America 2016-2022)….. 207
Figure 5.1: Smart home penetration and installed base (EU27+3 and NA 2021–2027).. 209
Figure 5.2: Market overview (EU27+3 2021–2027)………. 211
Figure 5.3: Smart home revenues (EU27+3 2021–2027)……… 211
Figure 5.4: Revenues by whole-home system segment (EU27+3 2022–2027)……. 212
Figure 5.5: Shipments per application area (EU27+3 2021–2027)…… 213
Figure 5.6: Installed base per application area (EU27+3 2021–2027)….. 215
Figure 5.7: Market overview (North America 2021–2027)……… 216
Figure 5.8: Smart home revenues (North America 2021–2027) ……. 217
Figure 5.9: Market share by whole-home system segment (North America 2022–2027) …. 217
Figure 5.10: Shipments per application area (North America 2021–2027) …… 219
Figure 5.11: Installed base per application area (North America 2021–2027) ….. 221
Figure 5.12: Installed base of smart speakers and displays (EU and NA 2021–2027) …. 223
Figure 5.13: Homes with smart thermostats (EU27+3 and NA 2021–2027)…. 224
Figure 5.14: Installed base of smart light points (EU27+3 and NA 2021–2027)…… 225
Figure 5.15: Installed base of smart plugs (EU27+3 and NA 2021–2027)……. 226
Figure 5.16: Cellular connections in the smart home market (2021–2027)…… 231
Figure 5.17: Mergers and acquisitions in the smart home industry (World 2014–2023).. 236