全球智能摄像头市场持续增长：2024年二季度同比增长11.8%背后的关键因素
全球智能摄像头市场持续增长：2024年二季度同比增长11.8%背后的关键因素
Global Smart Camera Market Continues to Grow: Key Factors Behind the 11.8% YoY Growth in Q2 2024
根据国际数据公司（IDC）最新发布的《全球智能家居设备市场季度跟踪报告》，2024年第二季度全球智能摄像头市场（含消费级室内/室外摄像头及运营商渠道）出货量达3168万台，同比增长11.8%。2024年上半年全球总出货量达6321万台，同比增长11%，显示该市场持续保持增长动能。
According to IDC's latest Global Smart Home Device Quarterly Tracker, global smart camera shipments (including consumer indoor/outdoor cameras and operator channels) reached 31.68 million units in Q2 2024, representing 11.8% year-over-year growth. Total shipments for the first half of 2024 climbed to 63.21 million units, up 11% YoY, demonstrating sustained market momentum.
中国市场增速放缓但仍具潜力
Chinese Market Growth Slows but Remains Promising
尽管有"618"电商大促推动，2024年上半年中国消费级摄像头出货量2288.6万台，同比仅增长6.3%，低于全球平均水平。这主要由于2023年疫情结束后需求井喷提前释放了市场潜力。
Despite the boost from the "618" shopping festival, China's consumer camera shipments reached 22.886 million units in H1 2024, growing just 6.3% YoY - below the global average. This is mainly due to the demand surge post-pandemic in 2023 exhausting some market potential.
四大关键市场趋势
Four Key Market Trends
1. 尾部及白牌厂商份额上升
新型内容电商降低了市场门槛，大量小众品牌涌入。尤其在四六级市场，通过直播和补贴快速抢占份额。
1. Rising Share of Niche and White-label Brands
New content e-commerce platforms have lowered market barriers, allowing many niche brands to emerge. Especially in lower-tier markets, these brands quickly gain share through livestreaming and subsidies.
2. 主流像素升级
室内产品加速向500万像素升级，室外产品仍以300万像素为主。
2. Mainstream Resolution Upgrade
Indoor products are rapidly upgrading to 5MP, while outdoor products remain predominantly at 3MP.
3. 多摄产品增长
双目及多目产品占比已接近30%，如萤石精灵球系列、小米云台机等。
3. Growth of Multi-camera Products
Dual-camera and multi-camera products now account for nearly 30% of the market, represented by products like Ezviz's Smart Ball series and Xiaomi's PTZ cameras.
4. AI差异化应用
婴幼儿看护、独居老人监护和宠物看护成为AI技术主要应用场景，推动产品从单纯监控向"监控+预警"升级。
4. AI Differentiation
Baby monitoring, elderly care and pet surveillance have become key AI application scenarios, driving product evolution from simple monitoring to "monitoring + alert" systems.
中国厂商的全球机遇与挑战
Global Opportunities and Challenges for Chinese Brands
中国厂商在亚太、中东、拉美等新兴市场凭借性价比优势取得显著进展，但在欧美市场需要在功能创新和数据安全之间找到平衡。
Chinese manufacturers have made significant progress in emerging markets like APAC, Middle East and Latin America with their cost-performance advantages, but face challenges balancing feature innovation and data security in European and American markets.
本文源自金融界 | Source: JRJ.com
