1. Electroacoustic Devices Industry Overview

1.1 Electroacoustic Devices Industry Definition

An electroacoustic device refers to a device capable of converting a sound signal and an electric signal to each other. According to the different uses of the product, it can be divided into two categories: general electroacoustic components and micro electroacoustic components.

General electro-acoustic components are mainly used in traditional audio, home theater, car audio, professional audio and other electro-acoustic products, including speakers, receiver, microphone, headphones, earplugs and other products.

Micro electroacoustic devices mainly include micro speakers, micro headphones and micro microphones, which are used in the fields of communication terminal products, tablet computers, notebook computers and personal digital products including smart wearable devices. In recent years, the micro electro-acoustic components and other functional electronic devices to form an acoustic-based electro-acoustic components to transmit and obtain high-fidelity acoustic signals has gradually become a major development trend in the industry. The electroacoustic component is divided into a miniature microphone integrated module, a miniature speaker integrated module, a microphone speaker module, and the like, and is mainly applied to smart phones, tablet computers, notebook computers, smart wearable devices, and the like.

1.2 电声器件行业特点

The electroacoustic device industry has the following characteristics:

High technical content, large investment in research and development. The performance and quality of electroacoustic devices directly affect the user experience and market competitiveness of end products. Therefore, the electroacoustic device industry needs continuous technological innovation and R & D investment to meet customer needs and market changes. Especially in the field of miniature electroacoustic components, due to the characteristics of small product size, low power consumption and high integration, the requirements for technical level and production process are higher, and strong R & D and manufacturing capabilities are required.

产业链完整，上下游关联性强。电声器件行业的上游产业主要是电声零部件，包括磁钢、五金件、各类电子元器件、振膜材料、注塑材料、漆包线、包材等。我国电声零部件相关产业规模较大、产业链较为完整，充分保证了原材料市场的稳定，上游行业基础原材料的价格变动影响着电声元器件的生产成本。电声元器件在消费电子、汽车、智能家居、人工智能等多个领域都有着广泛的应用，下游领域相对繁杂，下游消费电子行业的景气程度直接决定着电声元器件行业的发展前景。

市场需求巨大，竞争激烈。随着科技进步和消费升级，消费者对于音质和用户体验的要求不断提高，对于电声元器件产品的需求也不断增长。尤其是随着5GWith the expansion of network applications, increased demand in emerging markets, and the development of artificial intelligence technology, the electroacoustic components industry will face more opportunities and challenges. At the same time, due to the huge market demand, attracted many enterprises to enter the competition, resulting in fierce market competition. At present, the internationally renowned electroacoustic components companies mainly have the United States.KnowlesCompany, GermanySennheiserCompany, Japan's Toshiba company, etc., the leading domestic electroacoustic components enterprises mainly have Goer Co., Ltd., Jiangsu Samsung, Shandong Lutai company and so on.

Development Status of China's Electroacoustic Devices Industry in 2.

Overall Development of China's Electroacoustic Device Industry in 2.1

20th century80Since the 1990 s, with the rapid development of mobile communication equipment worldwide and the large-scale international transfer of the electroacoustic components industry, internationally renowned acoustic device companies have set up factories in China. my country's electroacoustic industry has maintained a rapid development trend, and passed Self-research and development have gradually mastered a number of production technologies from electroacoustic components to terminal electroacoustic products, forming a relatively complete electroacoustic industry system and related industrial chain.

Since the 21st century, China's electro-acoustic product manufacturers began to gradually fromOEMTo focus on R & D designODMTransformation, domestic electroacoustic companies have increased R & D investment in the development and application of electroacoustic components, acoustic signal processing, embedded software and hardware development systems, product testing, etc., forming a strong technical strength, and leading domestic electroacoustic product manufacturers Gradually break through the competition in the low-end electroacoustic component market and move towards the mid-to-high-end electroacoustic market. At present, China's research and development, production of micro-electro-acoustic devices,MEMSMicrophones, consumer electroacoustic products, automotive speakers, high-power speakers, and professional-grade electroacoustic devices have occupied an important position in the international market.

According to data from the Champ Consulting Group,2017-2021The market size of China's major electronic audio products has been from3104Billions increased3819billion yuan, with a compound annual growth rate5.3%。2022In the first half of the year, despite the impact of the epidemic and trade frictions, China's main electronic audio products still achieved1360The output value of 100 million yuan, of which emerging products such as wireless headphones showed strong growth momentum. expected2023By the end of the year, the market size of China's major electronic audio products will be further expanded4451Billions of dollars.

Development of 2.2 Micro Electroacoustic Components Industry

Micro electro-acoustic components are the high-end field of electro-acoustic device industry, mainly used in smart phones, tablet computers, notebook computers, smart wearable devices and other consumer electronic products. With the rapid development of the consumer electronics industry and technological innovation, the demand for micro electro-acoustic components is growing.

As2024The global micro speaker market size will grow109Billions of dollars. The company's micro-receiver, micro-speaker, micro-speaker integrated module and other products are mainly for smart phones, tablets, laptops, smart watches and other consumer electronics. In recent years, driven by factors such as continuous technological innovation, global consumer electronics product innovation has emerged one after another, the penetration rate has continued to increase, the consumer electronics industry has developed rapidly, and a huge industrial scale has been formed.2021In the year, the global consumer electronics industry has reached72,359billion yuan,2022Annual growth75,415Billion yuan, the market size is huge, the market prospect is very broad.

With the continuous improvement of the consumption level of Chinese residents, the market demand for consumer electronics products continues to grow, which promotes the healthy and rapid development of China's consumer electronics industry.2019In 2010, the size of China's consumer electronics market was17,780billion; affected by the epidemic,2020Year down17,347Billions of dollars. With the improvement of the epidemic situation in China and the recovery of market demand,2022The scale of consumer electronics in China reached18,649Billion yuan, year-on-year growth3%The market size will increase further.

Export Market Situation of Audio-acoustic Products in China in 2.3

Audio electroacoustic products are the traditional field of electroacoustic device industry, mainly used in home theater, car audio, professional audio and other end products. In recent years, with the rise of the concept of smart home and related technologies, the global demand for smart speakers has gradually increased, which has led to the export growth of China's audio-acoustic products.

According to the General Administration of Customs of China, the United States is China's largest export market for single-speaker and multi-speaker speakers,2022During the year, China's exports of single-speaker and multi-speaker speakers to the United States amounted20.38US $billion, accounting for the total exports of such products in the same period.25.7%。

In 2020, China's export sales and amount of single-speaker and multi-speaker speakers will only grow3.93亿只和68.79Billions of dollars.2022年，我国单喇叭和多喇叭音箱的出口销量及金额分别达到4.2亿只和72.5亿美元，同比分别增长6.9%and5.4%。同期，中国则依托完备的制造业体系和良好的疫情防控措施，保持了产业链供应链体系的稳定可靠，可满足国际市场和消费者的需求，从而大量外贸订单流入中国。2022年，我国外贸出口总额达23.97万亿元人民币，同比增长10.5%。在这一宏观背景下，我国电声产品出口规模较2021年有了显著提升。

三、电声器件行业发展趋势预测

3.1 电声器件行业发展趋势分析

未来，随着5G网络应用扩展、新兴市场需求增加、人工智能技术发展等因素的推动，电声器件行业将面临更多的机遇和挑战。尚普咨询认为，电声器件行业的发展趋势主要表现在以下几个方面：

产品技术不断创新，向高品质、高集成度、多功能化方向发展。随着消费者对于音质和用户体验的要求不断提高，电声器件产品需要不断进行技术创新，以提升产品的性能和品质。尤其是微型电声元器件领域，由于产品尺寸小、功耗低、集成度高等特点，对技术水平和生产工艺的要求更高，需要具备较强的研发能力和制造能力。未来，微型电声元器件将向高品质、高集成度、多功能化方向发展，例如采用MEMS技术的微型麦克风、集成了降噪功能的微型扬声器、具有智能识别功能的电声组件等。

市场需求持续增长，向新兴市场和新兴领域拓展。随着科技进步和消费升级，消费者对于电声元器件产品的需求不断增长。尤其是随着5G网络应用扩展、新兴市场需求增加、人工智能技术发展等因素的推动，电声元器件行业将面临更多的机遇和挑战。未来，电声元器件产品将向新兴市场和新兴领域拓展，例如印度、东南亚等发展中国家的市场、智能家居、智能汽车、智能音箱等新兴领域。

产业竞争加剧，品牌影响力和渠道优势成为核心竞争力。由于市场需求巨大，吸引了众多企业进入竞争，导致市场竞争激烈。目前，国际知名的电声元器件企业主要有美国KnowlesCompany, GermanySennheiser公司、日本东芝公司等；国内领先的电声元器件企业主要有歌尔股份公司、江苏三星公司、山东鲁泰公司等。未来，电声元器件企业要想在激烈的市场竞争中脱颖而出，需要提高品牌影响力和渠道优势，以增强客户忠诚度和市场占有率。

3.2 电声器件行业发展建议

针对电声器件行业的发展现状和趋势，尚普咨询提出以下建议：

加强研发创新，提升产品品质。电声器件行业需要不断进行技术创新和研发投入，以满足客户的需求和市场的变化。尤其是微型电声元器件领域，需要具备较强的研发能力和制造能力，以提升产品的性能和品质。同时，需要加强与下游应用领域的合作，了解客户需求和反馈，优化产品设计和功能。

拓展市场渠道，提高品牌影响力。电声元器件行业需要拓展市场渠道，开拓新兴市场和新兴领域，增加市场份额和收入来源。同时，需要提高品牌影响力，树立良好的企业形象和产品口碑，增强客户忠诚度和市场占有率。

加强产业协作，实现资源共享和优势互补。电声元器件行业需要加强与上下游产业的协作，实现资源共享和优势互补。例如，与上游电声零部件企业建立稳定的供应关系，降低原材料成本和风险；与下游消费电子企业建立战略合作关系，提供定制化的电声解决方案，提高产品附加值和竞争力。