2023消费电子出海白皮书.pdf

2023消费电子出海白皮书INDEX?封?01?TA?02?03?DTC?屟04?务?愿?05?01?3C?4Source:Statista,IDC,Gartner,?锐?,Meet Intelligence?3C?$4,184$5,003$4,731$4,983$5,214$2,024$2,642$2,518$2,525$2,657$1,248$2,214$2,472$2,738$3,4102016202120222023E2026E?16-22CAGR22-26CAGR+12.0%+8.4%+3.7%+1.3%+2.1%+2.5%?割?2022?3C?屗?1.5%?3C?75%?3C?尙?尢?5?撰?3-5?5?/?VR?Source:Statista,IDC,Gartner,?锐?,Meet Intelligence6?$1,032$1,413$440$810$552$597$200$321$248$2682016202120222023E2026E?16-22CAGR22-26CAGR-2.7%+2.0%+13.6%+12.6%+4.7%+2.0%+21.1%+16.5%+22.5%+8.2%?$2,214$2,473$2,738$1,248$3,410+11.7%+10.7%?峀?告屍?割?尰?2?42%18%22%8%10%2022?7?VR?封?屗?割屗?割屗?封?峬?Source:Statista,Meet Intelligence8?封?$188$352$545$17$86$261$2$4 201820222026E18-22CAGR21%22-26 CAGR16.5%?锐?千?赠封?矿?务?屗?封?告?18-22 CAGR 17%22-26 CAGR 11.5%?11?务?粉?封?务?Rokid?Nreal?务?封?18-22 CAGR 51%22-26 CAGR 22%?1VR?Meta?Pico?封?18-22 CAGR 50%22-26 CAGR 32%?Source:?,Meet Intelligence9?2014?18?2015?24?2019?36?2020?Oppo?Vivo?20?尨?20?去去?2022?屍?宇?封?屗?屍?告?模?务?尰?封封?Polar Grit X Pro(2021)?7?Garmin Forerunner 265(2023)?13?AMOLED?Livetrack?Source:?,Meet Intelligence10?VR?VR?尊尊?粉尰?告粉?研?VR?尨?PC?务?VR?尰尰?2014?VR?VR?2016?PCVR?PCVR?VR?2020?VR?VR?VR务务?粉?VR?尨?屓粉?VR?VR?尰?峀?务?模模?VR?Source:?锐?,Meet Intelligence11?封?$53$76$95$71$86$99$38$127 201820222026E18-22 CAGR12.5%22-26 CAGR12.6%?务?矿?封?务?务?务?告2-3?务?务?告?告?18-22 CAGR 4.9%22-26 CAGR 3.8%18-22 CAGR 171%22-26 CAGR 35%18-22 CAGR 9.2%22-26 CAGR 5.7%?1?11Source:?,Meet Intelligence12?GaN?锐?尰?1000?屗?历?告?屗?尰尰?务?Anker Nano?2.84*2.84*3.53cm?30W?22.99?Anker 733?11.1*7.09*3.1cm?320g?65W?67.15?5.08*4.57*2.79cm?30W?15.99?ZLONXUN?4.8*2.59*2.79cm?5W?6.99?封?Source:?,Meet Intelligence13?封?锐?BMS?锐?屗?尼?尰?5Hr100w?*6?2.5hr200w?*6?粉?4-5?务?MPPT?IBC?5?2.5?Source:Counterpoint,Canalys,Statista,Meet Intelligence14$252$412$517$164$576$859$61$44$37 201820222026E?尉?务?务?岥?18-22 CAGR21.3%?尉?务?告?岎?封?研?22-26 CAGR8.2%?千?务?矿?告?务?18-22 CAGR 13.0%22-26 CAGR 5.8%18-22 CAGR-7.8%22-26 CAGR-4.3%18-22 CAGR 36.8%22-26 CAGR 10.5%?封?111Source:?,Meet Intelligence15?封?(Spatial Sound)?锐?研?尰?尊岎?历?u?岎岎?岎?的?岎岎?尉尉?屗?屟?岎岎?u?u?41%?56%?73%?务?100%?TWS?Source:?,Amazon,Meet Intelligence16?封?HIFI?DSP?研?尼?锐?尰?尰?务?尰尰?尉?Hifi?Hifi?Hifi?KEF LS60?HIFI?USD$6,999.9824?/384kHz?DSD and MQA?Harman Kardon Aura Studio 2USD$299.95?20kHz?DSP?LDAC?屟?尊?屗?锐?尊?对?Hifi?Hifi?Source:Forest and Sullivan,Statista,Meet Intelligence17?封?$235$187$202$23$30$33$29$31$33 201820222026E18-22 CAGR-3.6%22-26 CAGR2.0%?/?矿?18-22 CAGR-5.5%22-26 CAGR 1.9%?告?18-22 CAGR 7.2%22-26 CAGR 2.2%?研?8?18-22 CAGR 1.0%22-26 CAGR 2.1%?Source:Statista,Meet Intelligence18?$280$346$388$172$206$209 201820222026E18-22 CAGR5.1%22-26 CAGR2.0%?矿?务?18-22 CAGR 5.4%22-26 CAGR 2.9%?尉?封?尉?矿?封?尲?18-22 CAGR 4.7%22-26 CAGR 0.4%?封?/1?Source:Meet Intelligence19?务?/?VR?/?02?TA?21Source:Euromonitor,Meet Intelligence?尉?务?务务?务?务?封?封?告?29.4%?21.6%?务?16.6%务?6.2%?4.8%?4.4%?3.3%?2.6%?11.2%2022?-?Source:Euromonitor,Meet Intelligence22?4?务?3?尰?/?峔?(?尞尞?)?屓?尲?尲?/?2021?(vs 2019?)US 25.1%(-33.3%)CA 35%(-47.2%)US 13.2%(-20.9%)CA 18.9%(-29.5%)US 4.5%(-8.2%)CA 8.1%(-12%)US 2.6%(-3.6%)CA 2.5%(-3.3%)US 74.9%(+33.3%)CA 65%(+47.2%)?(US)?(CA)?-TA?Source:GWI,Meet Intelligence23?Tech-Lover?23%GenZ?18.4%?TA?尰?确?尉?务?-?Source:Euromonitor,Meet Intelligence24?/?务?/?/?(?尞尞?)?屓?尲?尲?/?2021?(vs 2019?)UK 38.7%DE 62.2%FR 66.2%ES 67.1%IT 56.3%(-23.4%)(-4.9%)(-6.3%)(-3.9%)(-11%)UK 61.3%DE 37.8%FR 33.8%ES 32.9%IT 43.7%(+23.4%)(+4.9%)(+6.3%)(+3.9%)(+11%)UK 25.2%DE 46.3%FR 36.8%ES 38.6%IT 42.5%(-16%)(-3.6%)(-1.6%)(-1.6%)(-9.1%)UK7.2%DE 4.7%FR 4.4%ES 14.4%IT 2.3%(-5.1%)(-0.6%)(-0.6%)(-0.1%)(-0.1%)UK 4.7%DE 1.4%FR 13.9%ES 4.3%IT 8.6%(-1.5%)(-0.1%)(-2.1%)(-0.5%)(-1.7%)?UK 0.4%DE 4.4%FR 4.9%ES 1.9%IT 0.9%(-0.1%)(-0.6%)(-0.6%)(-0.1%)(-0%)?封封?屍?/?务封?屓?务?(UK)?(DE)?(FR)?(ES)?(IT)?-TA?Source:GWI,Meet Intelligence25?Tech-Lover?21.3%GenZ?18.5%?TA?务?锐?屟?封?/?告?尰?务?-?Source:Euromonitor,Meet Intelligence26?/?/?务?/?(?尞尞?)?屓?尲?尲?/?SAU 85.4%UAE 75.1%EGP 65.8%(-9.2%)(-9.1%)(-2.9%)SAU 14.6%UAE 24.9%EGP 34.2%(+9.2%)(+9.1%)(+2.9%)SAU 52.2%UAE 30.9%EGP 43.5%(-4.8%)(-7.2%)(-2.9%)SAU 18.5%UAE 39.1%EGP 20.7%(-1.0%)(-2.3%)(-0.4%)SAU 5.9%UAE 0.4%EGP/(-3.5%)(-0.2%)/2021?(vs 2019?)尉?务?务务?务?(SAU)?(UAE)?(EGP)务?-TA?Source:GWI,Meet Intelligence27?Tech-Lover?25.8%GenZ?23.0%TA?封封?务?-TA?Source:GWI,Meet Intelligence28?Tech-Lover?17.4%GenZ?38.4%TA?尉?确?封封?务务?务务?告?屓?-?Source:Euromonitor,Meet Intelligence29?/?/?屓?尲?尲?/?2022?(vs 2018?)ID 59.8%TH 57.5%MY 65.1%PH 65.5%VN 62%(-7.9%)(-6.6%)(-8.1%)(-3.8%)(-4.6%)ID 40.2%TH 42.5%MY 34.9%PH 34.5%VN 38%(+7.9%)(+6.6%)(+8.1%)(+3.8%)(+4.6%)ID 57.4%TH 44.9%MY 60.2%PH 65%VN 61.2%(-7.4%)(-7.8%)(-7.5%)(+/-XX%)(-4.8%)ID 1.6%TH 5.4%MY 1.2%PH/VN/(-0.4%)(+0.1%)(-0.5%)/?务务?告?屍?封?务?(ID)?(TH)?(MY)?(PH)?(VN)?-TA?Source:GWI,Meet Intelligence30?Tech-Lover?29.6%GenZ?33%?TA?屗?对?屍?KOL?务?封?03?32AWARE/?APPEAL/?ASK/?ACT/?ADVOCATE/?屗?封?封?峬?/?峄?/?峄社?空?.社?空?/?/?峄?社?空?/?尲?/?/?APP?峬?导?导?赠?Source:Meet Intelligence?Source:eMarketer,Sproutsocial,Meet Intelligence 33AWARE?APPEAL?ASK?ACT?ADVOCATE?32%29%25%24%0%10%20%30%40%?确?Z?X?Z?屍?务?TA?屟?社?2022?务?务?2022?*?81%87%74%69%92%64%86%84%+2.6%+3.1%+4.6%+3.8%+2.8%+4.8%+4.5%-1 0 0%-8 0%-6 0%-4 0%-2 0%0%3 0%4 0%5 0%6 0%7 0%8 0%9 0%1 0 0%?务?千务?vs 2018?*?匹?-?Source:GWI,Meet Intelligence3480%72%67%61%56%48%45%43%43%16%?66%63%64%37%38%19%23%24%30%77%65%61%59%44%32%35%40%32%12%90%93%87%74%78%22%37%43%?96%77%85%67%84%13%13%17%39%81%88%89%82%78%13%73%43%38%?Source:PwC,GWI,Meet Intelligence35AWARE?APPEAL?ASK?ACT?ADVOCATE?59%?2022?撰?屟?务?山?封?务?告?岥?u?尰?告屗?u Z?Z?40%?撰?19%?52%?70%65%63%56%41%36%31%尰?TGI127.2147.5146.6130.1143.1145.8140.8KOL?Source:PwC,Meet Intelligence36?KOL?專?历历?KOL?尉尉?KOL?KOL?封?割?Claw Quest?XMETA VR?XMinibricks craft?DIY?A An ny yc cu ub bi ic c3 3D D?MMa ar rk kR Ro ob be er rNASA?DIY?2380W?KOL?KOL?务务?尨?2020?务?KOL?封?14%in 202020%in 202212%in 202019%in 202225%in 202034%in 202224%in 202028%in 2022V Vs sa au uc ce e?务?1880WS SO ON NN NE EN NS SE EI IT TE E?150WU UT TD D?380W?94.3WAWARE?APPEAL?ASK?ACT?ADVOCATE?DTC?Source:McKinsey,PwC,Meet Intelligence37AWARE?APPEAL?ASK?ACT?ADVOCATE?25%?封?33%?17%69%?封?DTC?尞尞?DTC?模?屓?愿?/?撰?撰?尰?尰?pi?GA?锐锐?锐?(?屓?)?撰?CRM?UTM?研?峔?ESG?/?CDP?撰?研?屓?研务尲?Source:Adobe,Publicis Sapient,Meet Intelligence 38AWARE?APPEAL?ASK?ACT?ADVOCATE?43%?+8%vs 202187%?/?/?/?/?/?/?峔?TA?TA?割割?尊?屜?峔?尊?TA?历?Source:Adobe,Meet Intelligence 39?封?屜?告?太?82%77%74%72%57%54%54%47%42%?/?屙?TA?Source:?,Meet Intelligence40?尊?屗?#Garmin Fit JR.3?10?够?TA?Source:?,Meet Intelligence41?20?8-9?尊?70%?3.5?69%?3.8?屗?42%?55%?屗?#Anker Nano3#DJI MiniSE#Gimi Z7XTA?FANCY?告?Source:MARIGOLD,Trading Economics,Meet Intelligence42?2022?屜?屍?屍?40%?够?74%?够?47%?60%?尊?峔?对?尊?务?04?告?444.3%?2022?*-1.3%vs 2021Source:GoodsFox?Source:GoodsFox454.0%3.3%8.4%11.9%7.6%5.2%6.0%15.8%12.5%6.8%9.4%9.0%1?2?3?4?5?6?7?8?9?10?11?12?2022?务?8-9?尉?Source:GoodsFox4676.9%72.9%70.0%66.8%20.0%22.6%25.0%28.2%3.1%4.5%5.0%5.0%Q1Q2Q3Q4?愿?2022?愿?7?群?2022?-?Source:GoodsFox47?0s15s?16s35s?Introducing the latest Lenovo XT80 Wireless Bluetooth 5.3 Wireless Earphones wih Mic Button Noise Redcution!Features include:Advance Bluetooth V5.3 HIFI Stereo Powerful Bass?37?16?1?Meta?12?岥?赠?Introducing the latest Lenovo XT80 Wireless Bluetooth 5.3 Wireless Earphones wih Mic Button Noise Redcution!Features include:Advance Bluetooth V5.3 HIFI Stereo Powerful Bass?37?16?1?Meta?12?岥?屜?尰?-?Source:GoodsFox48?0s15s?16s37s?Elevate your games.Feel your music.Get lost in your movies.Connect with your inner self.Catapult any multimedia experience to another dimension.?44?43?1?Meta?VR?赠?锐?Introducing the latest Lenovo XT80 Wireless Bluetooth 5.3 Wireless Earphones wih Mic Button Noise Redcution!Features include:Advance Bluetooth V5.3 HIFI Stereo Powerful Bass IPX7 Waterproof?167?41?1?Meta?资?屗?屗?0s8s?-?Source:GoodsFox49?40000mAh Massive Power!One charge for TWO WEEKS!One power bank lasts for FIVE YEARS!?198?100?1?Meta?愿?岥?尉?Designed for the digital nomad.Intelligently power or charge nearly anything,anywhere equipped with:(1)AC/DC Power Outlet(2)USB Fast-Charge Ports(1)USB-C Port Wireless Charging OLED Display Screen Solar Recharging 20,000 mAh?56?13?1?Meta?12?KOL?屗?KOL?尞?59s?KOL?DTC?Source:GoodsFox,Meet Intelligence50u?u?(?)131 94 24 13 F a c eb o o kI n s t ag r amT wi t te rY o u Tu b e0%-63%-18%420%10%-24%-37%61%54%-53%-44%224%-3 0 0.0 0%-2 0 0.0 0%-1 0 0.0 0%0.0 0%1 0 0.0 0%2 0 0.0 0%3 0 0.0 0%4 0 0.0 0%5 0 0.0 0%6 0 0.0 0%05 0 01 0 0 01 5 0 02 0 0 02 5 0 03 0 0 03 5 0 04 0 0 02252262272282292210 2211 2212231232233234?26%25%24%24%?2018?TA?屓锐?78.4%愿?Unlock a better music experience!Stone Bluetooth speakers are here to keep your party going Grab Yours Now?峀?屓?19.2%?峬?DTC?Source:GoodsFox,Meet Intelligence51u?资?u?(?)3.9 1.7 0.5 0.1 F a c eb o o kI n s t ag r amT wi t te rY o u Tu b e0%0%0%266%-55%121%13%-32%61%-47%109%43%-3-2-1012345605 0 01 0 0 01 5 0 02 0 0 02 5 0 03 0 0 03 5 0 04 0 0 02252262272282292210 2211 2212231232233234?25%25%25%25%?2018?TA?55%愿?40.2%?Still struggling with a single screen set up?We've got you covered!With no charging required and just a single cable connection,?务?峄?05?务?务?53?(2007)务?DVD?务?模?尞?宇?封封?(2008-2011)?封?务?宇?專?封?屓?务?封?封封?(2012-?)?屍?矿?模?务?粉?务?岥?务?务务?模模?务务?Source:Meet Intelligence务?Source:?,?,Meet Intelligence54?宇?锐?务?尰?7,900?尲?尰?8,500?尲?尨?务?务务?2021?7,900?尲尲?8,500?尲尲?务?尉?尰?模?534 2,810 20112021务务?5.3?务?屜?务?封?4%6%?务务?封封?(2021)22%37%?2C2B?屓?2018?1000?2021?300?900?16?务?Source:Meet Intelligence550%10%20%30%40%50%?务?尲?20212022务务?峄峄?TOP 10?*?3?Facebook,Google?TikTok?确?岥?Source:Meet Intelligence56?VR?/?/?0.53.05.51.53.04.5务?屍?封?屓?屍?封?务?封?务?务?Source:Meet Intelligence57?屍务?封?封?模?封?去?割?屟务?割屗?封?割?岋?愿?务?Source:?Meet Intelligence58?59?BeyondClick?60洞察 Insight优化 Optimization创意 Creative社媒红人Social Media&KOL有数据有策略能落地 8,800万+全球消费者样本库 10年全球投放数据沉淀 对接全球创意素材资源 连接100,000+网红资源 系统诊断评估出海投放策略 账户数据结构诊断优化 数据效果导向优化创意内容 系统性媒介与内容营销方案 数字媒介资产利益最大化 投放过程可控，效果可观 本地化创意持续迭代，高效输出 有效链接海外本地用户?38?61PinterestTwitterSnapchatTikTokMetaGoogleASARedditKwaiLinkedInQuoraOutbrainMIQiQIYIHUAWEI AdsThe Trade DeskTaboolaCriteoDV360BingBigo AdsLINESmartNewsSHAREitTelegramEagllwinWeTVTwitchStart.ioFandomHivestackSpotifyLoopMeYahoo！JAPANmyTargetFoonetXenderAmazon DSP?62?TA?屓屓?屟屟?屟屟?封?屟?封?封?63?64?benchmark?峄?锐?撰?峄?撰撰?尴尴?研研?233?研?研?峄?SEO?屓?屓?ROI?50?AI?AI?Media Hub+Data Hub?研研AI?AI?务务?屜屜?KPI?峄峄?QC?研研?ROI?AI?65?AI?尴?屓?Creative Booster?-?-?研?研?屟?AI?屟?TA?&?&?AR?3D?-AR?66?AI?NBA?-?-?研导?AI?愿?+AI?屓?ROI?2-3?67?锐?KOL?/?锐?峀z?PR?屓?AI?尲?68?YouTube?Instagram?撰?尉?TikTok?WEEKLY VLOG?DIY?