Concept Definition and Product Iterative Development of 1. Intelligent Lighting

The Concept Definition of 1.1 Intelligent Lighting

Intelligent lighting refers to a new type of lighting that realizes light control through a variety of intelligent technologies and provides a comfortable light environment for people. Intelligent technologies include sensors, communication protocols, cloud platforms, artificial intelligence, etc., which can realize remote control of lights, voice control, scene mode switching, energy-saving optimization and other functions.

Home intelligent lighting solutions are based on user needs, through different protocols, smart devices, the combination of a variety of intelligent scenes. Existing home smart solutions include three types of single-product intelligence, multi-product intelligence and whole-house intelligence. Among them, single product intelligence mainly relies onWifiProtocol, by controlling the switch of a single lamp, brightness, color temperature, etc. to achieve intelligence. Multi-product and whole-house intelligence, on the other hand, introduce more communication protocols,WifiLinkageZigbeeand BluetoothmeshIt can control multiple lamps at the same time to realize mode conversion in different scenes.

Product Iterative Development of 1.2 Intelligent Lighting

The development of home intelligent lighting can be divided into the following stages:

Before 2012: cable technology, mainly used in commercial fields, such as hotels, conference rooms, etc., to achieve lighting timing control, partition control, etc.

2012-2019Year: The wide application of wireless technology, intelligent lighting began to develop into the field of household, in orderLEDThe rise of single-product intelligent lighting. Then each lighting category began to be initially intelligent, product types to produce a set of concepts: ceiling lamps, table lamps, bedside lamps and other simple scene began to apply.

2020-2022Year: Home intelligent lighting is widely used, single product to complete set of lighting solution design transformation, lighting products through the equipped.IOTModules achieve multi-product intelligence. At the same time, the function of intelligent lighting also from a single switch, brightness, color temperature adjustment, to the scene mode, voice control, energy-saving optimization and other diversified development.

2023 and beyond: Home smart lighting will enter3.0The whole house intelligent lighting solution is developing rapidly, and creating a smarter and more comfortable home light environment will become a trend. The whole house intelligent lighting will realize the linkage of lighting and other smart home equipment, such as curtains, air conditioning, sound, etc., to form a more complete intelligent ecosystem. At the same time, smart lighting will also pay more attention to the health and personalized needs of users, such as simulating natural light, adjusting light according to the biological clock, and customizing light effects according to user preferences and occasions.

Industrial Structure and Competition Pattern of 2. Intelligent Lighting

Industrial Structure of 2.1 Intelligent Lighting

Home intelligent lighting industry to upstream supply, midstream products, downstream applications. Upstream supply mainly includesLEDCore components such as chips, packaged devices, drive power supplies, communication modules, and auxiliary technologies such as sensors, cloud platforms, and artificial intelligence. Midstream products mainly include various types of lamps and controllers and other terminal equipment, as well as system integration and program design services. Downstream applications mainly include commercial lighting, office lighting, industrial lighting, home lighting, outdoor lighting and other end consumer markets.

Most of the brand enterprises are located in the middle reaches, through the integration of upstream supply chain intelligent technology and its own lighting design for the downstream to provide intelligent lighting solutions. Some of these companies are transformed from the traditional lighting industry, some companies are from the smart home industry, and some companies are emerging companies that focus on the field of smart lighting.

The competitive landscape of 2.2 intelligent lighting

For the industry, the home intelligent lighting track is in the outbreak period, with the entry of various types of players, the industry competition pattern is still changing. The current competitive landscape of the industry mainly covers the following types of enterprises:

Lighting companies: This type of company is transformed from the traditional lighting industry, and has strong advantages and experience in lighting design and production, but is relatively weak in smart technology, and needs to cooperate with upstream suppliers or external partners. Introduce. Representative enterprises have Opal lighting, Foshan lighting, three male aurora and so on.

Smart home companies: This type of company comes from the smart home industry across borders, and has strong advantages and experience in smart technology and ecosystems, but is relatively weak in lighting design and production, and needs to cooperate with downstream brands or channels. Cooperation or acquisition. Representative enterprises include Xiaomi Group, Haier Zhijia, Alibaba, etc.

Smart lighting companies: These companies are emerging companies that focus on the field of smart lighting. They have strong innovation and professionalism in lighting design and smart technology, but they are relatively weak in terms of market size and brand influence. Other types of companies compete or cooperate. On behalf of the enterprise hasYeelightEase, Orebo, Philips, etc.

Cloud platform companies: This type of company is a company that provides cloud services and technical support for intelligent lighting. It has strong advantages and experience in cloud computing, artificial intelligence, big data, etc., but it is not involved in lighting design and production. Cooperation or authorization with midstream product companies. Representative enterprises include graffiti intelligence, Huawei cloud, Tencent cloud, etc.

According to data from the Champ Consulting Group,2022The size of China's home smart lighting market reached84.1Billion yuan, year-on-year growth32.4%. Among them, lighting companies account for half of the market, with a market share50.6%; smart home enterprises followed, market share reached28.7%; Intelligent lighting enterprises and cloud platform enterprises occupy11.3%and9.4%market share.

Consumer portrait and purchase cost of 3. intelligent lighting

Consumer Portrait of 3.1 Intelligent Lighting

The basic portrait of Chinese household smart lighting consumers is as follows:

Gender: The proportion of female consumers is slightly higher than that of male consumers, respectively.52.6%and47.4%。

Age:25-30The highest proportion of young people aged up36.8%, followed31-40The middle-aged population, accounting28.4%。

Region: first-tier cities have the highest proportion of consumers, reaching41.2%, followed by second-tier city consumers, accounting35.6%。

Marriage: Unmarried or childless consumers have the highest proportion, reaching54.7%, followed by married consumers with children, accounting32.1%。

Housing: the living area is mainly100-150Square meters, accounting38.7%, followed150-200Square meters, accounting24.6%。

Income: Monthly household income is mainly concentrated in2-5Ten thousand yuan, accounting46.8%, followed5-10Ten thousand yuan, accounting23.5%。

The purchase cost of 3.2 intelligent lighting

The purchase cost of Chinese household intelligent lighting consumers is as follows:

Luminaire Cost:34%Smart lighting consumers spend on lamps.3000-1Between 10,000 yuan, of which the cost of consumer lamps equipped with whole-house intelligence reaches.2Ten thousand yuan, accounting for the overall cost of smart home.23%。

System cost: The cost of intelligent lighting system mainly includes controller, communication module, cloud platform, etc.500-1000Between yuan, accounting for the overall cost of smart home.5%。

Overall cost: The overall cost of smart lighting consumers is mainly concentrated in3000-5000between yuan, accounting28.6%, followed5000-10000between yuan, accounting24.7%。

4. Smart Lighting Area Configuration Rate and Usage

The regional allocation rate and utilization rate of Chinese home smart lighting consumers are as follows:

Area configuration rate: living room, bedroom, dining room and bathroom are the areas with the most intelligent lighting configuration, and the configuration rate is86.4%、82.3%、78.9%and76.8%. followed by the study, children's room and balcony, the allocation rate65.7%、63.4%and60.2%. Finally, there is the AV entertainment room, game room and cloakroom, with configuration rates54.6%、51.3%and48.9%。

Regional utilization rate: After consumers are equipped with intelligent lighting, they have the highest utilization rate in scenes with stronger functional requirements such as living room, audio-visual entertainment room and game room, reaching60%Above. Followed by the bedroom, dining room and study and other daily life more scenes, the use50%-60%Between. Finally, there is a strong demand for ancillary scenes such as children's rooms, balconies and cloakrooms.40%-50%Between.

5. Smart Lighting Industry Challenges and Opportunities

5.1 Smart Lighting Industry Challenges

At present, the intelligent lighting industry is facing the following challenges:

Lack of lighting design talents: With the development of intelligent lighting, lighting is not only to meet the basic lighting needs, but also to create a comfortable and beautiful light environment. This requires professional lighting design talents to provide personalized solutions. However, the current domestic lighting design talent gap is large, resulting in the application of intelligent lighting products is not satisfactory.

High ecological barriers: because there is no unified standard and agreement for intelligent lighting in China, the interconnection of products between enterprises is restricted, thus affecting the use experience of intelligent lighting core users for products. At the same time, as each business wants to build its own ecosystem, a variety of differentAPPand controller, which brings inconvenience to users.

User awareness is not high: most consumers are still at the stage of using single-item intelligent lighting, do not have a deep understanding of the industry, the demand for scene lighting is not high or will limit the transformation of potential consumers. At the same time, because the price of intelligent lighting products is higher than that of traditional lighting products, consumers have some doubts about the cost performance and return on investment of intelligent lighting.

5.2 Smart Lighting Industry Opportunities

Although there are some challenges in the smart lighting industry, there are also the following opportunities:

User rigidity and health needs: With the improvement of people's living standards, the requirements for the home environment are getting higher and higher. As an important part of the home environment, lighting should not only meet the basic lighting functions, but also meet the personalized and healthy needs of users. Intelligent lighting can adjust the brightness, color temperature, color, etc. of the light according to the user's preferences and occasions to create different atmospheres and effects. At the same time, intelligent lighting can also adjust the rhythm and intensity of light according to the user's biological clock, sleep quality, vision protection, etc., to improve the user's health level.

Intelligent main lamp products: At present, intelligent lighting products on the market are mainly table lamps, ceiling lamps, lamp strips, etc., while main lamp products such as chandeliers, wall lamps, floor lamps, etc. have not yet been generally intelligent. As the most conspicuous and important lamps in the home environment, the main lamp products have great potential for intelligence. If the intelligence of the main light products can be realized, it can not only improve the user experience and quality of life, but also drive the development of the entire intelligent lighting market.

Whole House Smart Lighting Solutions:5GWith the development of technologies such as the Internet of Things and artificial intelligence, the whole house intelligent lighting solution will become the development direction of the intelligent lighting industry in the future. The whole house intelligent lighting solution refers to the linkage control of all lamps and lanterns in the whole house through a set of systems, and interact with other smart home devices such as curtains, air conditioners, and stereos to form a complete intelligent ecosystem. The whole house intelligent lighting solution can create a smarter and more comfortable home light environment to meet the diverse needs of users at different times, on different occasions, and in different moods.

6. epilogue

According to data from the Champ Consulting Group,2023The scale of China's home smart lighting market will break through throughout the year.100billion yuan, the market growth rate will reach32.4%. Shangpu Consulting believes that with technological progress and consumption upgrades, the home intelligent lighting industry will usher in a broader development space and more diversified development opportunities. At the same time, it is also necessary for industry companies to strengthen innovation and cooperation, improve product quality and service levels, cultivate user awareness and needs, create a more complete intelligent lighting ecosystem, and bring users a better light environment and quality of life.