????? ???
??????? ???????? ?? ?????? Smart (IP) ??????? ??? ??????. ????? ??? ??????? ????? ?? 1.72 × 10^8 ?????? ???? ????? ????? ???? 2024 (????? ????? ???? 14%), ???? ??? ????? ~ 31% ????? ???. ???? ??? ????? 2023 ?????? ????? "????? ???" ?????? ~ 1.92 × 10^8 ????? ?????, ???? ??? ????? ~ 56% (≈1.07 × 10^8 ??????). ???? ??? ??????? ???????? ??? ???? ???? ?? 53–54 ?????? ?????? ???? (???? 53.43 ? '???? 2023 ?- 53.49 ?' ???? 2024), ????? ????? ?????. ????? ??????? ???????? ???? ???? (???? 50% ?????) ????? ???? ????????? ???????? ????. ?????? ??????? ????? ????? (+0.2% YOY ???? 2024) ?? ?????? IoT ?????? ???? 2024 ???? ??????? (??? ????? ????? ???? ???????).
??????? ??? ?????? ????? (???? ?????? ????? ???????/????????) ???? ?????? ???????. ??????, ????? ??? ?????? ?? ??? ??????? ?????? ?? ???? ???? ? ~ 10.5 ??????? ???? ???? 2024 ?????? ? ~ 60.99 $ $ ?? 2034 (≈19.2% CAGR). ??? ????, ???? ?????? ?????? ???? (2024 ~ 4.31 ??????? ????, ~ 41% ???) ????????? ?? ??? ?????? ????? ?- ~ 10^8 ?????? ???? 2023 ?- ~ 1.5 × 10^8 ?? 2028. ??????, ?????? ????????? ?? ?????? ???????? ??? ????? ?????? ???? (???? 10^8 ?????? ?????? ??? ???), ?? ??? ????? ????.
????? ?????????? ???????
?????? ???????? ??????? ?????? ????? - ???? ???? ?????????? ???????. ????? ????? ??????:
-
???? - ??????? ??? (AOV, 4G - LTE): ?????? - ???? - ??????????? ??? (?????? ?????? AOV) ???? ???? - ?? ????? ?? ????? ????? ???????. ?????? ???????? 4G ?? ?? ??????? (???? ?? ??????? ?????? ??????). ?????? ???????, ????? - ?????? "????????" ??????? (???? ????? ???????? ???????) ?????? ???? ????? ????.
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?????? AI & Cloud: ?- - ????? AI (????? ??????) ?????? ??? ???????? ???????. ????????? AI ?????? ?? ?????? ???????? ?????? ????, ??????? ??? AI - ?????? ?????? ?? ??????? ?????? ??? ?????. ??? ??????? ??????, ????? ?????? ???? ????? ?? ?????? AI ???? - ??????? ?????? (????? ????, ????? ???? ??? ').
-
???? - ???????? ??????? ????? ?? - ?????? 4–5MP ?? ???? ?????????, ???? ?????? 8MP (4K) ?????? ???. ?????? ????? ????? - ????? ??? -??? (???? RGB + IR ???, ?? ???? ??????) ?? ????? ??? ?????. ????? ???? ?????? ??? ?????? ???????? ?????? - ????? ?????? ???? ?? ???? ??? ?????; ????? ??????? ????????? "????+????" ???????.
-
???? - ????? ?? ???/????: ???? - Vision Tech ????? ???? ????? ????? ?? ??IR. "???? - ???" (??? - ??? ???? - ???) ?????? - ????? ??? ??????? ??????? ?????? ????????. ?????? ????? ?? ??????? ???????? ?????? ??????? ???? ?????, ??????? ???? ???? ?????? ????? ?????? ??? ????.
-
?????? ????????? ???????: ?????? ??????? ???? ????? ???????? ?????. ??????, ????? ?? ????? ?????? - ?????? (?????? - ??? ?'?? ?????) ?????. ??? ????? ?? ????? "????? ?????" (?????? ????? ????????, ?????? ??? ') ???????. ??????, ?????? ?????? ???? ??????? ????????? ????? ???? ?? AIOT (??????? ?????, ???????, ????? AR ??? ').
????? ????? ??????? ?????? ????
?????? ????? ?????? ???? ????? ????, ???? - ??????? ????????? ?????? ????? ???????? ??????:
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??? - ????? ???????: ?????? ??????? ?????? ???? ????? ???????? ????. ??? ??????? ????? ?????? ???????? 4G, ?????? ?????? ????????? ????? ????????. ??????, Xiaomi ????? ??????? ?? ?????? ??? ????? PTZ ????? ??????? -, ?- Ezviz ???? ???? 4G ???????? ??????? "???? ????" ?????. ????? ????? ?????? ???? ?? E - (Douyin, Kuaishou ??? ') ????? ???? ??????? ???????? ?????.
-
?????? ???? ???????: ?? ????? ?????? ???????? ?????? (????? ?????, ?????, ?????), ????? ????? - ?? ??? ?????. ?????? ?????? ???? ????? ?????? ?? ?????? ???/???? ??????? - ??? ??????? ???? ????. ?????? ??? "??? - ????? ???? ???????" ?????? - ???? ???? ??????? ????? ?????? ???? ????.
-
???? ????? ?????? ???: ????? ????? ?? - ????? ??? ????? ?????. ??????? ?? ????? ?????? ??????? ????? ??? ?????? ????? ???? - ????? ??? ???? ????? ???? - ?????. ????? ??? ????? ??? ???? - ?????? ????? ?? - ???? ????? ???? ?? ??????. ??? ???????? ?? ?????? ????? + ????? + ??? ?????? ??? ?????? ????.
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DIY, Plug - & - Play ??????: ???? ?????? ??? ??????. ????? ??????? ???????? ?????? ???? Wi - Fi, ?? ????? ????? "???? ?????" ???? ???? (Auto - ?????, ????????? ?????????????). ????? ??? (Alexa, Google) ????? ?????? ????? ?? ???????? ????? ?????? ?? ??? ??????.
??? ?????? ??????? ????????
??? ??????? ???????? ?? ??? ??? ???? ?? ????? - ???? ??? ?????? ?????? ??????, ??????? ????? ???? ?????? ?? ???? ?? ????. ?????? ?????? ??????? (2023 ??? ????) ?????? (????) Ezviz/HikVision 25.8%, ?????? 14.2%, ???? 7.1%, TP - ????? 6.7%, ?- 360 5.6%? (?? ??? ??? ???? ???? ???? ??? ????????.) ???? ???? - 5, ???? ?????? ????? ???? (???? ?????????? ???? ??????? - UPS) ??????? ????? ???????? ?? ??? ????. ????? ???? - ???? ?????? ???? ???? ?? ??????, ???? ??????? ???????? ?????? ?? ???????.
| ???? (???) | ???? ??? ??? (2023) |
|---|---|
| Ezviz (HikVision) | ~ 25.8% |
| ?????? | ~ 14.2% |
| ???? | ~ 7.1% |
| TP - ????? | ~ 6.7% |
| 360 | ~ 5.6% |
????: ????? ?????? ??????? ?????? ??????? ??? ??? ???.
?? ??? ???????, ?????? ?????? ???????? ?????. ??????, Ezviz ???????> 150 ?????? ??????? ? -130+ ??????, ?? ????? ???? ????? ?????? - ??? ????????. ?????? Xiaomi ?? ?? ???????? ??????? ????? ?????. ????? ?????? ?????? ??????? ???? ???????? ?????? ?? AIOT ?????? ???"?. (????? ???, ????? ????? ??????? ???? ?????? ?????? ????? ?????? ?????.) ?????, ??????? ???? ??? ????? ???? ??????: ????? ??????/?????? ???????, ???? ??????? ????? ????? ?????????. ?????? ????? ???"? (???? ???? ????, ?????? ???????, ????? ??????) ?????? ??????????, ?????? ???? ?????? ???????? ?? 4 ???/??????.
????????? ???????
?????????: ?????? ?????? ????? ????. ?????? ??????? ?? AI - ????? ?? ?- IOT ?? "?????? ????? ?????". ????? ?????? ??????? (?????? ?????, ????? ??????, ????? ?? ???? ???? ??? ') ???? ????? ??? ???? ?????? ????? ???????. ????, ????????? IoT ???????? ?????? ?????? ?? ?????? ?????? ???? - ???? ???, ????? ????? ?? ???? ????? (?????? ????? ??????) ????? ???? ??????. ????? ?? ?????? ????????? ????? (?????+NVR+Cloud) ?????? ????? ??? ?? ????.
??????:?????? ???. ????, ????? - ???? ??????? ?????? ?????? ?????? ??????? ??????? ?????? ?????????. ?? ????? ???? ?????? ??????? ??????? ????????? (???? AOV, ?????? AI). ???"?, ?? ?????? ???? -??????? ??????? ??????? (???? ????, ??) ?????? ????? ?????? ??????? ??????. ?????? ?????? ????? ?? ??: ????? ??? ??????, ????? ????? ????? ?????? ???? AI ?????? ??? ?????? ????/????? ?? ?? ???????????. ?????? ??????? ???? ????? - ??? ???; ?????? ??????? ???? ????? ?? ?????? ?????? (Cloud Storage, AI Analytics) ??? ????? ??????.
??????, ??? ??????? ?????? ?? ????? ??? ???? ??????? ???? ?????? ?????? ?????? ????????? (???? - ???, AI, ????????) ??????? ????? ?????? ????. ????? ?????? ?????? ?? IoT ????? ???? ?? ????? ????? - ?? ????? ??????? ?????? ?????? ???? ?????????? ??? ???? ????????? ?????? ???????.
??????: ?????? ?????? ?????? ?????? ??????? ??????? ???????? ????? ???, ??? ?? ????????? ??????? ????????? ????????? ?????? ???????.
??????? ??????