Kev Lag Luam Txheej Txheem
Kev xa khoom thoob ntiaj teb ntawm cov neeg siv khoom ntse (IP) cov koob yees duab tau nce ruaj khov. Ib qho kev tshawb xyuas kev lag luam qhia txog 1.72 × 10 ^ 8 chav nyob Xa thoob ntiaj teb hauv 2024 (kwv yees li 14% txhua xyoo kev loj hlob), nrog Tuam Tshoj Accounting rau ~ 31% ntawm cov ntim ntawd. Lwm qhov chaw kwv yees 2023 "Kev Ruaj Ntseg Tsev" lub koob yees duab ntawm ~ ~ 1.92 × 10 ^ 8% (≈1.07 × 10 nyob rau hauv). Nyob rau hauv Suav teb cov kev lag luam cov koob yees duab ua lag luam yog nyob rau ntawm kev txiav txim 53-54 lab ib pawg Ib xyoos (piv txwv li 53.43m hauv 2023 thiab 53.49m hauv 2024), tseem ceeb heev kev ncaj ncees kev loj hlob. Kev muag khoom online tau loj hlob muaj zog (ze li 50% ntawm cov ntim) txawm tias lub khw muag khoom ib txwm tau poob. Kev loj hlob hauv tsev tau coj tus kheej (+ 0.2% yoy rau 2024) kom txog rau hauv tsoomfwv cov nyiaj pab hauv lub sijhawm 2024 tau ua rau muaj kev sib tw (thib ob - ib nrab tagnrho muab qhov zoo).
Lub ntiaj teb Tus yees duab ntse ua lag luam (suav nrog sab hauv tsev / sab nraum zoov cov koob yees duab) yog npaj ua kom nrawm nrawm. Piv txwv li, ib qho kev kwv yees pegs ua lag luam ntse lub tsev ntse lub tsev ua lag luam ntawm ~ ~ $ 10.99 xyoo ~ $ 60.99b los ntawm 2034 (≈19.2% Cagr). Los ntawm cheeb tsam, North America tam sim no ua (2024 ~ US $ 4.5 × 10 txog 2028. Hauv kev xa khoom hauv ntiaj teb
Tshuab nthuav dav
Cov koob tshuaj sab nraum zoov cov koob yees duab tab tom ua nta - nplua nuj Ua tsaug rau kev tawm tshiab Tech. Qhov tseem ceeb tshaj plaws xws li:
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Qes - Tsim Kev Tsim (AOV, 4G - LTE): Ultra - LAst - Cov Qauv Hluav Taws Xob (Qee zaum hu ua AV) Pab kom ib txwm muaj - ntawm kev saib xyuas cov roj teeb tsawg kawg. 4G cov qauv tseem nyob hauv kev xav tau (feem ntau nrog suav nrog cov phiaj xwm cov ntaub ntawv). Ua ke, roj teeb - Powered "Wireless" koob yees duab (qee tus hnub ci (muaj hnub ci) tau nthuav dav siv cov neeg mob sab nraum zoov.
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AI & Cloud Services: On - ntaus ntawv Ai (cov qauv loj) thiab huab analytics tau ntxiv sai tau. Ai Algorithms txhim kho thiab txo cov tswb cuav, thiab tshiab Ai - Huab cov kev pabcuam tuaj yeem txhawb nqa video cia cov npe yuav khoom. Raws li cov khoom siv tawm tswv yim, cov tuam txhab tau nce zuj zus rau ntawm Ai cov yam ntxwv ntxiv (kev paub txog kev paub, huab, thiab lwm yam).
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Muaj Siab - Daws Teeb Meem & Ntau - Lens Cameras: 4-55mp sensors yog tam sim no mainstream, nrog 8MP (4K) cov koog tau txais kev qhia. Dual - lub koob yees duab thiab ntau - Yees duab modules (piv txwv li ib RGB + Ib IR, lossis lub suab paj nruag lossis lub zeem muag tshiab. Ntau tus neeg muag khoom tam sim no muaj Dual - Lens Sab Nraum Zoov Koob Yees Duab rau qhov tob nkag lossis dav hlau ntawm kev pom; Txawm tias Hybrid "rab phom + pob" tsim tshwm sim.
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Qes - Lub Teeb / Dub Ntsuas Cov Vev Xaib: Hmo ntuj - Kev Uaard Nres Tech tau hloov zuj zus dhau qhov yooj yim irchinct. "Dub - Lub teeb" (puv - xim qes - Teeb) thiab micro - Lub teeb ua kom pom kev nrawm nrawm nrawm. Cov Neeg Siv Khoom thaum ntxov tau tshwm sim ntawm ntau tus nqi ntsiab lus, thiab txuas ntxiv nqi nqi yuav tsum nqa cov khoom siv dav dav.
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Cov kev sib txuas ntawm ecosystem: Cov koob yees duab nce ntxiv nrog lwm cov khoom siv. Piv txwv li, qauv nrog ua - hauv cov ntxaij (rau ob - txoj kev video sib tham) tau loj hlob. Peb kuj pom "lub zeem muag fusion" cov khoom lag luam (cov koob yees duab cov qauv hauv cov neeg hlau, hnav, thiab lwm yam) nthuav dav. Nyob rau hauv luv luv, cov koob yees duab tau dhau los ua ib feem ntawm cov kws kho mob dav dav (ntse hais, cov neeg hlau, AR tsom iav, thiab lwm yam).
Cov Neeg Siv Khoom Siv & Cov Kev Taw Qhia Cov Khoom Siv
Cov neeg siv khoom nyiam yuav hloov mus rau Saj zawg zog, siab - Kev Ntsuam Xyuas Sab Nraud Sab NraudCov. Cov Lus Qhia Tseem Ceeb suav nrog:
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Sab nraum zoov - Cov Qauv Qauv Zoo: Thov kom muaj cov koob yees duab zoo sab nraum zoov huab cua huab cua yog nce. Cov no feem ntau muaj 4G Kev Txuas, Cov roj teeb uas rov siv roj teeb, thiab hnub ci them rau kev xaiv. Piv txwv, Xiaomi nyuam qhuav pib nws thawj zaug Sab nraum zoov dual - Lub Koob Yees Duab, thiab ezviz unveiled sab nraum zoov 4G qauv thiab dual - lens "tsiaj" cov koob yees duab. Tshiab eer e - lag luam raws (doyin, kuauhou, thiab lwm yam) tau taug qab rau sab nraum zoov cov koob yees duab.
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Kev ua tau zoo hmo ntuj ua tau: Nrog ntau cov koob yees duab sab nraum zoov sab nraum zoov nruab (Tsav tsheb, vaj, rooj vag), qis - lub teeb ua duab yog qhov tseem ceeb heev. Cov neeg tau txais kev pab ntau zuj zus xaiv cov koob yees duab nrog cov cim qhia txog IR / dub - lub teeb modules thiab siab nce sensors. Cov neeg muag khoom ua lag luam "puv - Xim Hmo Pom" thiab Laser - Txhawb Hmo Ntuj Qauv rau Kev Nyab Xeeb Sab Nraum Ze rau Kev Nyab Xeeb Kev Ncig Saib Xyuas Sab Nraum Ze.
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Dual - Lens Thiab Feem Ntau Lawm: MULTO NTSEG TSHIAB Cov kev pab them nqi yog ib qho muag khoom. Dual - cov koob yees duab tsim cia ib lub lens tsom rau ntev ntev ntev - ntau thaum lwm tus npog dav - lub kaum hli saib. Kev tshawb fawb kev ua lag luam tau hais tias Dual - thiab ntau lub lens cov khoom lag luam tau dhau los ua thaj tsam tseem ceeb ntawm kev hloov tshiab. Qee hom lag luam tseem niaj hnub muab cov koob yees duab + tsibren + teeb nyob rau hauv ib chav rau kev nkag mus hauv tsev.
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DIY, ntsaws - & - Ua si nta: Yooj yim ntawm kev teeb tsa yog qhov tseem ceeb. Feem ntau cov neeg tau txais koob yees duab tseem nyob WI - Lub Suab Pab (Alexa, Google) kev txhawb nqa thiab kev sib koom ua ke smartphone thiab seamless kev koom ua ke tab tom yuav los ntawm cov neeg yuav khoom.
Kev Sib Tw Toj roob hauv pes & cov neeg ua si
Tuam Tshoj tus neeg siv lub koob yees duab ua lag luam yog neeg coob tab sis sab saum toj - HnyavCov. Ob peb ntaus pob tw, thiab ntau hom me me sib tw ntawm niche lossis tus nqi. Ua cov ua lag luam Suav-Suav Hom (2023 Kev Sib Tw Hauv Tsev) suav nrog (Kwvhuam.) Ezviz / Hikvision 25.8%, Xiaomi 14.2%, Jooan 7.1%, TP - Txuas 6.7%, thiab 360 5.6%Cov. (Txhua tus muaj ob qho qauv sab hauv tsev thiab sab nraum zoov.) Hauv qab no cov hom me me (suav nrog ntau cov hluav taws xob me me (suav nrog ntau cov hluav taws xob me ntsis (suav nrog kev sib txuas ntawm kev ua lag luam. Mid - Tier hom yog nyob rau hauv siab los ua kev tsim kho lossis sib koom ua ke, raws li cov cim npe nrov laub los.
| Hom (Suav Teb) | Kwv yees li. Qhia Tawm (2023) |
|---|---|
| Ezviz (Hikvision) | ~ 25.8% |
| Xiaomi | ~ 14.2% |
| Jooan | ~ 7.1% |
| TP - Txuas | ~ 6.7% |
| 360 | ~ 5.6% |
Cov Lus: Ua Thawj Cov Neeg Siv Khoom Siv Lub Koob Yees Duab Suav Hom los ntawm Kev Lag Luam Qhia Tawm.
Nyob rau Thoob Ntiaj Teb Theem, Suav hom yog muaj kev sib tw heev. Piv txwv li, Ezviz qhia> 150 lab cov neeg siv hauv 130+ lub teb chaws, ua nws tus xov tooj hauv ntiaj teb - Ib qho hauv kev xa khoom. Xiaomi cov koob yees duab tseem yog sab saum toj - cov muag thoob ntiaj teb. Suav Fork Loever them nqi rau cov txiaj ntsig thiab kev txawj ntse kom nthuav dav. (Los ntawm kev sib piv, ntau cov koob yees duab sab hnub poob nyob ruaj khov thiab tsis pom cov kev sib tw hauv tebchaws Asia: thiab cov chaw muag khoom ntiag tug Kev lag luam tshiab rau txawv teb chaws (Latin America, Midin America, Nruab Nrab Sab Hnub Tuaj) Nyob ruaj ntseg, tshwj xeeb yog rau cov cams tsawg.
Cov Tsam Thawj & Cov Kev Nyuaj Siab
Cov Tsam Thawj: Qhov kev xam pom yog qhov zoo heev. Cov kws tshaj lij ntseeg tias AI - Txhawb lub zeem muag iot muaj "kev txhim kho kev txhim kho kom dav". Ntiav Thov Kev Tshaj Tawm (Cov Zej Zog, Cov Zov Saib Xyuas Cov Neeg Txawj Ntse, Saib Xyuas Tsiaj, thiab lwm yam) yuav tsav tsheb tshiab dhau ntawm kev ruaj ntseg hauv tsev. Hauv Suav teb, tsoomfwv iot cov nyiaj pab yuav txhawb kev nkag mus - theem lub koob yees duab hloov kho tshiab. Txawv teb chaws, kev loj hlob sai ntawm cov tsev ntse (tshwj xeeb hauv North America) muaj chav rau kev xa tawm. Cov neeg muag khoom nrog ua tiav Ecosystems (lub koob yees duab + NVR + huab) tuaj yeem ntes ntau tus nqi.
Cov nyom:Kev sib tw yog tsiv heev. Hauv Suav teb, pab nyiaj txiag - Cov nqe ua tsov rog thiab channel kev sib tw ua yuam kev raug txiav. Ntau lub tuam txhab yuav tsum sib txawv ntawm cov thev naus laus zis (piv txwv li, AI NTA). Txawv teb chaws, geopolitical unrertainties thiab cov neeg sib tw hauv zos (piv txwv li lub nplhaib, zes) yuav tsum tau hloov cov khoom lag luam thiab cov qauv lag luam. Cov kev cov nyom ua tau dhau los: Kev ua lub roj teeb lub neej, ua kom muaj roj teeb lub neej, thiab kev sib xyaw loj AI qauv hauv qab cov qauv muaj zog / latency txwv tsis muaj peev xwm. Saib xyuas cov npoo hauv cov khoom kho mob - Kev ua lag luam tsom yog qhov nyuaj; Cov neeg muag khoom nce siab rau kev pabcuam nyiaj tau los (huab cia, Ai Analtics) rau cov nyiaj pab tau.
Hauv cov ntsiab lus, tus neeg siv khoom sab nraum zoov lub koob yees duab ua lag luam yog loj thiab hloov zuj zujCov. Kev loj hlob cov tsav tsheb suav nrog kev siv thev naus laus zis (tsawg - lub zog, Ai, sib txuas) thiab nce tus neeg siv kev paub txog kev nyab xeeb. Cov ntawv tshaj tawm Suav xaus Pom iot Kev ua lag luam muaj qhov kaj lug saib - tab sis kev lag luam players yuav tsum ua kom tsim kho tshiab thiab kev tshaj lij thoob ntiaj teb los tsim txiaj ntsig ntawm cov cib fim thiab ntsib cov kev sib tw.
Qhov chaw: Cov ntaub ntawv thiab kev soj ntsuam yog kos los ntawm cov ntaub ntawv ceeb toom Suav tsis ntev los no thiab kev tshawb fawb lag luam, tawm tswv yim los ntawm cov kws tshuaj ntsuam thiab cov xov xwm.
?Kev Ceev Ntiag Tug