资源描述
5G 5G+AIOT 1 2017-2022 18.30%42%50%2022 50%2027 57%2 AI 3 AIGC+AIot AI AIGC AR VR AR 000333.SZ 600690.SH 688169.SH 605365.SH T abl e _ R es earch-25%-20%-15%-10%-5%0%5%10%15%3001ZEVyRnQmPoPoQtQmRqPpO9PbPaQmOpPsQnRjMmMnOfQoMsPbRmMwONZsOoNNZtOuN.3.6.7.AI.8.12 5G+AIOT.14.22.23.24.2024 3+5G+AIoT 2015/2015.12 2016.5 2016.9 G20 2016.10 2016.12 2016-2020 2017.1(2016-2020)2017.3(2017-2019)2017.7 2017.12(2018-2020)2018.5(2018-2020)2018.7(2018-2020)0gvJ6HjVfXzyZxSbERQWPrzkDSe1RnSOm2svFrHBRVnU01KyEE64CgAwwGc9HsRR 2018.7(2018-2020 2019.5 2019.8 2019.9 2019.10 2020.3 2020.4 2020.7 2021.6(2021)2021.7(2021-2023 2021.8(2021-2025 2021.11 2022.1 2025 10%2022.12 2023.4(2023)2023.10 2023.12 2024.1 2024 2026 2022 7 2023 6 2023 2 23 3 1 AI 2021 81%59%45%93%83%69%2022 A 2018 333.33 2022 511.74 11.31%2018 2.98%2022 3.66%AI 5G 02004006008002021 2022 2023E LG 0%10%20%30%0100200300400500600 YoY0%1%2%3%4%2023 8.2%2023 8718.70 2017-2022 18.30%42%50%2023-2027 10.78%2022 50%2027 57%2024 1 50.10%47.79%55.12%66.81%(40)(20)02040 0200040006000800010000120002017 2018 2019 2020 2021 2022 2023E 2025E 2027E 0%10%20%30%40%50%60%2016 2017 2018 2019 2020 2021 2022 VR AI IP AR 2016 2240 2021 5760 8.1%Gfk 2021 2022 45.9%46.5%80%-40%-20%0%20%40%0.00%20.00%40.00%60.00%80.00%-20%-10%0%10%20%0.00%20.00%40.00%60.00%80.00%-20%-10%0%10%20%30%0.00%20.00%40.00%60.00%80.00%-20%-10%0%10%20%0.00%20.00%40.00%60.00%80.00%AI+2017 1276.04 2022 4734.23 29.98%AIOT 2027 8358.31 0%20%40%60%80%100%55%24%10%6%5%330330069186496206015955112550 500 1000 1500 2000 2500 3000 3500 2018 2384 2022 6427 33.9%2027 1.6 2022 CR5 68.6%+5G AI 85 AI AI AI 01000200030004000500060007000800090000.00%10.00%20.00%30.00%40.00%50.00%60.00%010002000300040005000600070002018 2019 2020 2021 2022 20.20%16.70%14.90%5.70%11.10%31.40%2017 2017 1322.96 2021 1524.01 2017 17.4%90%0%2%4%6%8%120012501300135014001450150015502017 2018 2019 2020 2021 0%10%20%30%40%50%60%70%80%2017 2018 2019 2020 TCL 50%/AI AI+2024 3 15 AI AI AI/AI+2016 40 2022 124 APP X30 Pro AR AI AI AI AI 14%14%11%11%8%8%7%6%5%4%12%TCL APP 40005000 2021 1.78 0.4%TOKIT AI 5/AI 0%10%20%30%40%50%0204060801001201402016 2017 2018 2019 2020 2021 2022 19%19%20%20%21%21%22%0200040006000800010000120002014 2015 2016 2017 2018 2019E 2020E 2021E 2023-AI AI 2022 6 WISHUG AI Kuavo 2024 AWE Kuavo 12 Kuavo 2027 800 3000 Statista Smart Home 01002003004005006007002023E 2024E 2025E 2030E 2035E+11.5%+31.5%+19.4%+27.0%Report 2022 38%2022 1157 2027 2229 14.0%Statista Statista Zigbee KNX RF Z-Wave WiFi Zigbee Z-Wave KNX RF WiFi Bluetooth LoRa 50-300m 30m()-100m()100m 100-300m 2-30m 5-10km 868MHz:20kbps 915MHz:40kbps 2.4GHz:250kbps 9.6kbp 40kbps 16kbps 300Mbps-9.6Gbps 1Mbps-3Mbps 65000 232 4000 16 7 5mA 36mA 0.333mA 10-50mA 20mA 10mA+KNX TP 20%38%15%11%8%8%050010001500200025002019 2020 2021 2022 2023E 2024E 2025E 2026E 2027E+14.8%+14.7%+14.1%+9.0%+14.4%+14.0%Matter CSA 2022 10 4 Matter1.0 WiFi Thread Matter1.0 HomeKit Amazon Alexa SmartThing Google Matter1.0 Matter 1.0/0 USD7000 USD20000 USD105000 1.N/A USD3000 USD2000 2.N/A USD2500 USD1500 3.-N/A N/A 0 3.-USD2500 USD2500 USD1500 3.-USD 500 per year 0 0 4./N/A USD8000 USD4000 4.N/A USD1000 USD500 AI AIoT AI AI AIGC AIGC AIGC AIGC AIGC AI AI 3D AI 5G+AIOT 4 /+IoT AI AIGC+IoT AIGC AIGC AIGC AIGC 2023-AIGC TE HomeGPT AI 2023 2.0 HomeGPT HomeGPT 1 HomeGPT 2 HomeGPT 2 3 3 HomeGPT AI 4+30 2022 2022 10 12 2022 4861 4.24%58.2%QuestMobile 2022 11 2023 1 46.8%/19.5%/18.4%/15.0%42 43 2022Q3 44 45 11 0100002000030000400005000060000700008000090000 0%20%40%60%80%100%0%20%40%60%80%100%2015 2016 2017 2018 2019 2020 2021 2022 0%200%400%600%800%1000%1200%1400%1600%1800%46 2022 11-2023 1 47 2023 1-11 QuestMobile QuestMobile ONEID 48 AR VR VR GIF 3D AR+AR 49 IKEA Place 3D 50 IKEA Studio IKEA Place IKEA Studio IP AI ROKI 4000 IP IP AI IP 51 52 53 AI ROKI 54 Leader Leadol 55 Leader 2017 5290 147 2022 2.8 14570 140%AI+-10%-5%0%5%10%15%20%02000400060008000100002016 2017 2018 2019 2020 2021 2022 2023E 2023 12 WEF 153 62 22%30%30%20%80%010203040506070 APS AGV 024682019 2020 2021 20222023 e-works 000333.SZ 600690.SH 688169.SH 605365.SH .42.43 2022Q3.44.45 11.46 2022 11-2023 1.47 2023 1-11.48.49 IKEA Place 3D.50 IKEA Studio.51.52.53 AI ROKI.54 Leader Leadol.55.4.2018 6 12 A 300 50 10%-5%10%5%20%5%20%-5%5%5%嫚
展开阅读全文