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スマートホーム市場 2018-2023年:ベンダ分析、影響評価&戦略機会

Smart Home Markets

Vendor Analysis, Impact Assessments & Strategic Opportunities 2018-2023

 

出版社 出版年月電子媒体価格ページ数
Juniper Research
ジュニパーリサーチ社
2018年5月GBP2,990
完全版(PDF+Excel+PPT)
137

サマリー

このレポートはスマートホーム市場を調査し、市場規模や競合背景、5年間の市場予測などを掲載しています。

主な掲載内容

Deep Dive Strategy & Competition版

  • スマートホーム市場の6セグメントの影響分析
  • 破壊者(ディスラプター)と挑戦者(チャレンジャー)のスマートホームベンダ20社のまとめ表
  • ジュニパーリーダーボード:ベンダ分析:能力評価&市場での位置づけ
  • 主要企業のプロフィール、インタビューと事例研究
  • 主要産業のインフルエンサーのプロフィール

Data &Forecasting版

市場ごとの予測

  • スマートエンターテインメントサービス
  • スマートメータリング
  • スマートホームモニタリング&自動化
  • コネクテッド医療
  • コネクテッド車両
  • コネクテッド家電(つながる家電)

市場ごとの採用と収益

  • スマートホームデバイス
    • 住宅用ゲートウェイのインストールベース
    • コントロールデバイスとしてのスマートフォン、タブレット、PC、ウェアラブル
  • スマートホームエンタテインメント
    • コネクテッド消費者向け電子デバイス
    • スマートホーム向けエンタテインメントの定期契約
    • デジタルPPD(ダウンロード毎支払い)/レンタル利用者
    • 定期契約&PPD収益
  • スマートホームモニタリング&自動化
    • モニターサービス使用/自動化ハードウェア購入
    • モニターサービスの定期契約利用
    • ホーム自動化デバイスのインストールベース
    • 年間定期契約サービス収益
    • 年間自動化ハードウェア支出
  • スマートメータリング
    • スマートメーターインストールベース
    • スマートメーターのサービス収益
    • スマートメーターからのコネクティビティ・イネーブルメント収益
  • コネクテッド医療
    • 心疾患/持病患者用遠隔モニター
    • スマートフォンアクセサリハードウェアのインストールベース
    • 年間サービス収益
  • スマート家電
    • スマート家電のインストールベース
    • スマート家電の年間出荷台数
    • スマート家電の売上からの収益
    • スマート冷蔵庫でのeコマース収益

完全版 - Full Research Suite

  • エグゼクティブサマリー
  • Deep Dive Strategy & Competition版
  • Deep Dive Data & Forecasting版

Overview

Our latest Smart Homes research provides an in-depth examination of the market; delivering crucial insights into market strategy and business model approaches. It provides an evaluation of the current market disruptions and future opportunities for players across the value chain in each segment of the smart homes market.

The research provides critical analysis of the key sectors, regional opportunities and developments, whilst providing insights into disruption from start-ups. This is aligned with an extensive forecast suite to provide a comprehensive analysis of revenue opportunity across each of the 6 segments below:

  • Smart Entertainment
  • Smart Home Automation & Monitoring
  • Smart Metering
  • Connected Health
  • Connected Consumer Vehicles
  • Connected Appliances

This research suite includes:

  • Deep Dive Strategy & Competition (PDF)
  • 5 Year Deep Dive Data & Forecasting Spreadsheet (Excel)

Key Features

  • Market Analysis & Impact Assessment: Separate analyses for the impact of smart homes by segment, aligned with a breakdown of current market trends. The analysis is conducted according to:
    • Mass Market Impact
    • Regulatory Barriers
    • Technological Clarity
    • Cost Barriers
    • Quality of User Experience
    • Ecosystem Readiness
  • Regional Analysis of Smart Home Adoption & Readiness: Including analysis of adoption and barriers to growth across 8 key regions according to an evaluation of:
    • Broadband Availability
    • Business Model
    • Availability of Platforms
    • Retail Presence
    • Consumer Demand
    • Price Sensitivity
  • Juniper Leaderboard: 12 leading Smart Home vendors compared, scored and positioned on the Juniper Leaderboard matrix, including:
    • Alphabet
    • Amazon
    • Apple
    • AT&T
    • August
    • Belkin
    • Ecobee
    • Hive
    • Honeywell
    • Netgear
    • Samsung
    • Vivint
  • Business Model Analysis: Comparison of important business models in the smart home space, including subscription services and one-off purchase models, as well as opportunities for mobile operators, eCommerce providers and insurers.
  • Juniper Disruptors & Challengers Quadrant: Analysis and positioning of 20 leading smart home start-ups, alongside analysis of key investments guiding the future of the sector.
  • Interviews: Leading smart home vendors interviewed include:
    • Deutsche Telekom
    • Hive
    • Loxone
    • Nest
    • Rachio
    • Roost
    • Vivint

Key Questions

  1. Which Smart Home segments will generate the most revenue by 2023?
  2. What are the regional Smart Home opportunities through to 2023?
  3. How will each of the Smart Home segments develop over the next 5 years?
  4. What are the biggest challenges to further Smart Home deployment and how are vendors approaching these?
  5. What are the latest investment trends within the Smart Home space and how will these effect market developments?

Companies Referenced

Interviewed: Alphabet, Amazon, Deutsche Telekom, Hive, Loxone, Nest, Rachio, Roost, Vivint Smart Home.
 
Profiled: Alphabet, Amazon, Apple, AT&T, August, Belkin, ecobee, Hive, Honeywell, Netgear, Samsung, Vivint Smart Home.
 
Case Studied: Deutsche Telekom, Neos.
 
Mentioned:
 
Aeotec, Aerial, Airbnb, Alere, Alibaba, Allstate, Amtel, Angee, Anker, Arçelik, Assa Abloy, Audio Analytic, Aviva, Baidu, Bell, Best Buy, Bitron Video, Blink, BlueSprig, Bosch, Bose, Bragi, Brilliant, British Gas, Broadlink, BSH Home Appliances, Buoy Labs, Canary, Centrica, Cisco, CLK Enerji, Cocoon Labs, Comcast, Connected Health, Deako, Deloitte, Den, D-Link, Dwelo, EDF, Eight, Elektroset, Elgato, Enedis, Eni, Ernst & Young, Essense Group, FCC (Federal Communications Commission), Fetch, Fibaro, First Alert, Flo Technologies, FlowGem, FortrezZ, Foxconn, Garageio, GE (General Electric), Geolocation Services, Glue Home, Google, GridPotential, Grundig, Healthrageous, Heatworks Technologies, Hoover, HTC, Hulu, IFTTT, igloohome, iHome, Independa, Innit, Intel, InterQuest, IOTAS, iQiyi, iRobot, Jabra, Kahramaa (Qatar General Electricity & Water Corporation), Kohler, KPN, Latch, Lenovo, LG, Liberty Mutual, LifeSmart, LiFi Labs, LIFX, Lightwave, Lockheed Martin, Logitech, Lutron, Microsoft, Minut, Moen, Motorola, Nanoleaf, Netatmo, Netflix, Ni, Notion, Nucleus, NVIDIA, OhmConnect, Onkyo, Ozmo Devices, Philips, Pro.com, Rethink Books, Ring, Saudi Aramco, Schneider Electric, Sears, Sengled, Senic, Sensative, Sense, SideChef, Siemens, Singtel, Skype, Slovak Telekom, Smartify, Sonos, Sony, Spotify, SSE, Starry, State Farm, Swisscom, Tado, Tesla, Tidal, T-Mobile, TP-LINK, Ultimate Eats, Unikey, USAA, Vattenfall, Vodafone, Volkswagen, Whirlpool, Wiz, Xiaomi, Yale, YouTube, ZWave Alliance.

Data & Interactive Forecast

Juniper’s Smart Homes forecast suite includes:
 

  • 5 year benchmark forecasts for key metrics by 8 key regions and 9 country level splits including:
    • Canada
    • China
    • Denmark
    • Germany
    • Japan
    • Norway
    • Portugal
    • Spain
    • South Korea
    • Sweden
    • UK
    • US
  • Adoption and revenue splits for 6 smart home market segments:
    • Smart Entertainment Services
      • Connected Devices
      • Subscription Services
      • Pay-to-download/Rental
    • Smart Metering
      • Smart Meters
      • Service Revenues
      • Connectivity Enablement Revenues
    • Smart Home Monitoring & Automation
      • Connected Units
      • Subscription Services
      • One-off Purchase Model
    • Connected Healthcare
      • Connected Devices
      • Service Revenues
    • Connected Appliances
      • Basic Connectivity Units
      • Smart Fridges
      • Hardware Revenues
      • eCommerce Revenues (Smart Fridges Only)
    • Connected Vehicles
      • Service Revenues
      • Connectivity Enablement Revenues
  • Access to the full set of forecast data of 128 tables and over 21,000 datapoints.
  • Interactive Excel Scenario tool allowing the user the ability to manipulate Juniper’s data for 20 different metrics.

Juniper Research’s highly granular interactive Excels enable clients to manipulate Juniper’s forecast data and charts to test their own assumptions using the Interactive Scenario Tool, and compare select markets side by side in customised charts and tables. IFxls greatly increase clients’ ability to both understand a particular market and to integrate their own views into the model.

Regions:
8 Key Regions - includes North America, Latin America, West Europe, Central & East Europe, Far East & China, Indian Subcontinent, Rest of Asia Pacific and Africa & Middle East
 
Countries:
Canada, China, Denmark, Germany, Japan, South Korea, Norway, Portugal, Spain, Sweden, UK, USA

 

Strategy & Competition版

Juniper’s Smart Homes research suite provides an evaluation of how key stakeholders can capitalise on the prevailing trends and opportunities through to 2023. It includes critical analysis of the forces of driving the future of the market, including ecosystems and hardware innovation. The research also evaluates key market disruptions which are set to define the future road map of the smart homes market over the next 5 years, across all regions and sectors.
Offered in PDF format.

The research includes:

  • Segment impact analysis for the smart home space across 6 key verticals.
  • Juniper Disruptor & Challenger Quadrant, including 20 emerging smart home vendors.
  • Vendor analysis: capability assessment & market positioning in the Juniper Leaderboard
  • Key player profiles, interviews and case studies
  • Key industry influencers profiled in our ‘Movers & Shakers’ review.

Data &Forecasting版

Our market-leading Smart Homes forecast suite comprises an essential guide to the future of the market, including a forecast for 6 key smart homes sectors, namely:

  • Smart Entertainment
  • Smart Home Automation & Monitoring
  • Smart Metering
  • Connected Health
  • Connected Vehicles
  • Connected Appliances

Provided in a PDF report and interactive Excel spreadsheet.
The forecasts include:

  • Adoption and revenue splits for 6 Smart Home market segments:
  • Smart Home Devices:
    • Residential Gateway Installed Base
    • Smartphones, Tablets, PCs and Wearables Used as Control Devices
  • Smart Home Entertainment:
    • Connected Consumer Electronics Devices
    • Smart Home Entertainment Subscriptions
    • Digital PPD (Pay-per-download)/Rental Users
    • Subscription & PPD Revenues
  • Smart Home Monitoring & Automation:
    • Smart Homes Using Monitored Services/Purchasing Automation Hardware
    • Monitored Service Subscription Take-Up
    • Home Automation Device Installed Base
    • Annual Subscription Service Revenue
    • Annual Automation Hardware Spend
  • Smart Metering:
    • Smart Meters Installed Base
    • Service Revenue from Smart Meters
    • Connectivity Enablement Revenue from Smart Meters
  • Connected Health:
    • Remotely Monitored Cardiac/Chronic Disease Patients
    • Smartphone Accessory Hardware Installed Base
    • Annual Service Revenue
  • Smart Appliances
    • Smart Appliance Installed Base
    • Smart Appliance Annual Shipments
    • Revenues from Smart Appliance Sales
    • eCommerce Revenues from Smart Fridges


目次

Table of Contents

 

Deep Dive Strategy & Competition

1. Smart Homes: Introduction & Current Market Landscape

1.1 Introduction ...................................................................................... 7
Figure 1.1: Smart Home Ecosystem ..................................................................... 7
1.2 Current State of the Smart Home ................................................... 8
1.2.1 Smart Entertainment..................................................................... 8
Figure 1.2: Number of Voice Assistant-enabled Speakers, Installed Base per
annum (m), 2014-2018 ......................................................................................... 8
1.2.2 Smart Home Automation & Monitoring....................................... 9
Figure 1.3: Domestic Aide Robots Installed Base (m), 2016-2018 ........................ 9
1.2.3 Smart Metering ............................................................................ 10
i. Benefits for the User ........................................................................................ 10
ii. Benefits for the Energy Supplier ...................................................................... 10
iii. Regulatory & Legislative Drivers ..................................................................... 11
iv. Constraints on Further Smart Meter Rollout ................................................... 11
1.2.4 Connected Vehicles .................................................................... 12
i. V2G (Vehicle to Grid) ....................................................................................... 12
Figure 1.4: Example of a V2G System ................................................................ 12
1.2.5 Connected Appliances ............................................................... 13
Table 1.5: Comparative ASP, Samsung Connected Appliances versus Standard
Appliances .......................................................................................................... 13
1.2.6 Connected Health ....................................................................... 13
Figure 1.6: Proportion of Population Aged 65 & Above (%) ................................. 13
Figure 1.7: YouGov Remote Monitoring Survey .................................................. 14
1.3 Recent Smart Home Movements .................................................. 14
1.4 Smart Home Market: Juniper Phased Evolution Model ............. 16
Figure 1.8: Juniper Phased Evolution Model - Smart Home Market ................... 16
1.4.1 Future Outlook ............................................................................ 17
1.5 The Smart Home Market: Key Trends .......................................... 17
1.6 Sector Assessment: Voice Assistants ........................................ 19
1.6.1 Voice Assistant Leadership ....................................................... 19
Figure 1.9: Leader Ranking in the Voice Assistant Area ..................................... 19
i. Google ............................................................................................................ 20
ii. Apple .............................................................................................................. 20
1.6.2 Smart Home Voice Assistant Monetisation ............................. 21

2. Regional Analysis & Future Smart Home Opportunities

2.1 Regional Smart Home Analysis ................................................... 24
Table 2.1: Juniper Heatmap: Smart Home Regional Analysis ............................ 24
2.1.1 North America ............................................................................. 25
2.1.2 Latin America .............................................................................. 25
Figure 2.2: Household Disposable Income, Gross, $/Capita, Selected Countries
2010-2015 ......................................................................................................... 25
2.1.3 West Europe ................................................................................ 26
2.1.4 Central & East Europe ................................................................ 27
2.1.5 Far East & China ......................................................................... 27
Figure 2.3: GDP/Capita, $, Selected Countries, 2011-2016................................ 27
2.1.6 Indian Subcontinent ................................................................... 28
2.1.7 Rest of Asia Pacific..................................................................... 28
Figure 2.4: GDP/Capita, $, Selected Countries, 2011?2016 ............................... 29
2.1.8 Africa & Middle East ................................................................... 29
2.2 Smart Home Segment Analysis .................................................... 30
2.2.1 Home Monitoring & Automation ................................................ 30
Table 2.5: Juniper Heatmap - Smart Home Monitoring & Automation ................ 30
i. North America .................................................................................................. 30
ii. Latin America .................................................................................................. 31
iii. West Europe .................................................................................................. 31
iv. Central & East Europe ................................................................................... 31
v. Far East & China ............................................................................................ 32
vi. Indian Subcontinent ....................................................................................... 32
vii. Rest of Asia Pacific ....................................................................................... 32
viii. Africa & Middle East ..................................................................................... 33
2.2.2 Smart Metering ............................................................................ 33
Table 2.6: Juniper Heatmap - Smart Metering .................................................... 34
i. North America .................................................................................................. 34
ii. Latin America .................................................................................................. 34
iii. West Europe .................................................................................................. 35
Figure 2.7: Linky Smart Meter ............................................................................. 35
iv. Central & East Europe ................................................................................... 36
v. Far East & China ............................................................................................ 36
vi. Indian Subcontinent ....................................................................................... 36
vii. Rest of Asia Pacific ....................................................................................... 36
viii. Africa & Middle East ..................................................................................... 37
2.2.3 Smart Entertainment .................................................................. 37
Table 2.8: Juniper Heatmap - Smart Entertainment ........................................... 38
i. North America ................................................................................................. 38
ii. Latin America ................................................................................................. 38
iii. West Europe .................................................................................................. 38
iv. Central & East Europe ................................................................................... 39
v. Far East & China ............................................................................................ 39
vi. Indian Subcontinent ....................................................................................... 39
vii. Rest of Asia Pacific ....................................................................................... 39
viii. Africa & Middle East ..................................................................................... 39
2.2.4 Smart Appliances ....................................................................... 40
Table 2.9: Juniper Heatmap - Smart Appliances................................................ 40
i. North America ................................................................................................. 40
ii. Latin America ................................................................................................. 41
iii. West Europe .................................................................................................. 41
iv. Central & East Europe ................................................................................... 41
v. Far East & China ............................................................................................ 41
vi. Indian Subcontinent ....................................................................................... 41
vii. Rest of Asia Pacific ....................................................................................... 41
viii. Africa & Middle East ..................................................................................... 41
2.3 Smart Home Impact Assessment ................................................. 42
Table 2.10: Smart Home Impact Assessment .................................................... 42
Table 2.11: Smart Home Impact Assessment Heatmap Key .............................. 42
Table 2.12: Impact Assessment Methodology .................................................... 43
2.3.1 Smart Home Impact Assessment Commentary ....................... 43

3. Investment, Monetisation & Future Disruptors

3.1 Smart Home Investments .............................................................. 47
Table 3.1: Smart Home Vendors which have Raised Over $10 Million in
2017/18 .............................................................................................................. 47
Table 3.2: Smart Home Vendors which have Raised Under $10 Million in
2017/18 .............................................................................................................. 48
Figure 3.3: 2017/18 Smart Home Funding, Split by Segment (%) ....................... 49
Figure 3.4: 2017/18 Smart Home Funding, Split by County................................. 49
3.2 Smart Home Start-ups: Disruptors & Challengers ..................... 50
3.2.1 Introduction ................................................................................. 50
Figure 3.5: Juniper Smart Home Disruptors & Challengers Quadrant ................. 50
3.2.2 Disruptors .................................................................................... 51
Figure 3.6: Latch Smart Lock Range .................................................................. 51
Figure 3.7: Roost’s Smart Home Range ............................................................. 52
Figure 3.8: Canary Flex ...................................................................................... 52
3.2.3 Nascent Players .......................................................................... 53
Figure 3.9: Rachio Smart Sprinkler ..................................................................... 53
3.2.4 Catalyst Players .......................................................................... 54
Figure 3.10: Angee Security System ................................................................... 55
3.2.5 Embryonic Players...................................................................... 56
Figure 3.11: Glue Smart Lock ............................................................................. 58
3.3 Smart Home Monetisation Models ............................................... 58
3.3.1 Hardware Sales ........................................................................... 58
i. Benefits of a One-Off Purchase Model ............................................................. 58
ii. Constraints of a One-Off Purchase Model ...................................................... 58
3.3.2 Subscription Services ................................................................ 59
i. Benefits of the Subscription Model .................................................................. 59
ii. Constraints of the Subscription Model ............................................................ 59
3.3.3 Hybrid Services .......................................................................... 60
i. Benefits of the Hybrid Model ........................................................................... 60
ii. Constraints of the Hybrid Model...................................................................... 60
3.4 New Monetisation Opportunities ................................................. 60
3.4.1 The Operator Opportunity ......................................................... 60
Figure 3.12: Operator Routes to Smart Home Market ........................................ 61
Case Study: Deutsche Telekom Smart Home Platform ...................................... 62
Table 3.13: Current Operator Smart Home Offerings ......................................... 63
i. Challenge to Operator Smart Home Engagement ........................................... 63
ii. Juniper’s View ................................................................................................ 63
3.4.2 The eCommerce Opportunity .................................................... 64
i. Challenges to Adoption ................................................................................... 64
3.4.3 The Insurance Opportunity ........................................................ 64
Figure 3.14: Roost Insurance Partners ............................................................... 65
i. Challenges to Adoption ................................................................................... 65
Case Study: Neos Home Insurance ................................................................... 66

4. Smart Home Vendor Landscape: Leaderboard & Player Profiles

4.1 Vendor Analysis & Leaderboard .................................................. 68
4.1.1 Introduction ................................................................................. 68
4.1.2 Stakeholder Assessment Criteria ............................................. 68
Table 4.1: Smart Homes Player Capability Criteria ............................................. 69
Figure 4.2: Smart Homes Stakeholder Leaderboard ........................................... 70
Table 4.3 Smart Homes Leaderboard Scoring .................................................... 71
4.1.3 Vendor Groupings ...................................................................... 72
i. Established Leaders ........................................................................................ 72
ii. Leading Challengers ....................................................................................... 72
4.1.4 Limitations & Interpretation ....................................................... 74
4.2 Movers and Shakers ...................................................................... 75
4.3 Vendor Profiles .............................................................................. 77
4.3.1 Alphabet....................................................................................... 77
i. Corporate ........................................................................................................ 77
Table 4.4: Alphabet Financial Snapshot ($bn) 2014-2017 ................................... 77
ii. Geographic Spread ......................................................................................... 77
iii. Key Clients & Strategic Partnerships .............................................................. 77
iv. High Level View of Offerings .......................................................................... 77
v. Juniper’s View: Key Strengths & Strategic Development Opportunities ........... 78
4.3.2 Amazon ........................................................................................ 78
i. Corporate ........................................................................................................ 78
Table 4.5: Amazon: Key Financial Data ($bn) 2015-2017 ................................... 79
ii. Geographic Spread ......................................................................................... 79
iii. Key Clients & Strategic Partnerships .............................................................. 79
iv. High Level View of Offerings .......................................................................... 79
v. Juniper’s View: Key Strengths & Strategic Development Opportunities ........... 80
4.3.3 Apple ............................................................................................ 80
i. Corporate ........................................................................................................ 80
Table 4.6: Apple: Key Financial Data ($bn) 2014-2017 ...................................... 80
ii. Geographic Spread ........................................................................................ 80
iii. Key Clients & Strategic Partnerships ............................................................. 80
iv. High Level View of Offerings ......................................................................... 81
v. Juniper’s View: Key Strengths & Strategic Development Opportunities .......... 81
4.3.4 AT&T ............................................................................................ 81
i. Corporate ........................................................................................................ 81
Table 4.7: AT&T Key Financial Data ($bn) 2015-2017 ....................................... 82
ii. Geographic Spread ........................................................................................ 82
iii. Key Clients & Strategic Partnerships ............................................................. 82
iv. High Level View of Offerings ......................................................................... 82
v. Juniper’s View: Key Strengths & Strategic Development Opportunities .......... 82
4.3.5 August ......................................................................................... 83
i. Corporate ........................................................................................................ 83
Table 4.8: Assa Abloy Key Financial Data ($bn) 2015-2017 ............................... 83
ii. Geographic Spread ........................................................................................ 83
iii. Key Clients & Strategic Partnerships ............................................................. 83
iv. High Level View of Offerings ......................................................................... 83
v. Juniper’s View: Key Strengths & Strategic Development Opportunities .......... 84
4.3.6 Belkin ........................................................................................... 84
i. Corporate ........................................................................................................ 84
ii. Geographic Spread ........................................................................................ 85
iii. Key Clients & Strategic Partnerships ............................................................. 85
iv. High Level View of Offerings ......................................................................... 85
v. Juniper’s View: Key Strengths & Strategic Development Opportunities .......... 85
4.3.7 ecobee ......................................................................................... 85
i. Corporate ........................................................................................................ 85
Table 4.9: ecobee Funding Rounds .................................................................... 86
ii. Geographic Spread ......................................................................................... 86
iii. Key Clients & Strategic Partnerships .............................................................. 86
iv. High Level View of Offerings .......................................................................... 86
v. Juniper’s View: Key Strengths & Strategic Development Opportunities ........... 86
4.3.8 Hive .............................................................................................. 87
i. Corporate ........................................................................................................ 87
Table 4.10: Centrica Hive Key Financial Data ($m) 2016-2017 ........................... 87
ii. Geographic Spread ......................................................................................... 87
iii. Key Clients & Strategic Partnerships .............................................................. 87
iv. High Level View of Offerings .......................................................................... 88
v. Juniper’s View: Key Strengths & Strategic Development Opportunities ........... 88
4.3.9 Honeywell .................................................................................... 88
i. Corporate ........................................................................................................ 88
Table 4.11: Honeywell Key Financial Data ($bn) 2015-2017 ............................... 89
ii. Geographic Spread ......................................................................................... 89
iii. Key Clients & Strategic Partnerships .............................................................. 89
iv. High Level View of Offerings .......................................................................... 89
v. Juniper’s View: Key Strengths & Strategic Development Opportunities ........... 89
4.3.10 Netgear....................................................................................... 90
i. Corporate ........................................................................................................ 90
Table 4.12: Netgear Key Financial Data ($bn) 2015-2017 .................................. 90
ii. Geographic Spread ......................................................................................... 90
iii. Key Clients & Strategic Partnerships .............................................................. 90
iv. High Level View of Offerings .......................................................................... 90
v. Juniper’s View: Key Strengths & Strategic Development Opportunities .......... 91
4.3.11 Samsung ................................................................................... 91
i. Corporate ........................................................................................................ 91
Table 4.13: Samsung Electronics: Key Financial Data ($bn) 2015-2017 ........... 91
ii. Geographic Spread ........................................................................................ 91
iii. Key Clients & Strategic Partnerships ............................................................. 91
iv. High Level View of Offerings ......................................................................... 91
v. Juniper’s View: Key Strengths & Strategic Development Opportunities .......... 92
4.3.12 Vivint .......................................................................................... 92
i. Corporate ........................................................................................................ 92
Table 4.14: Vivint: Key Financial Data 2015-2017 .............................................. 92
ii. Geographic Spread ........................................................................................ 93
iii. Key Clients & Strategic Partnerships ............................................................. 93
iv. High Level View of Offerings ......................................................................... 93
v. Juniper’s View: Key Strengths & Strategic Development Opportunities .......... 93

 

Deep Dive Data & Forecasting

1. Introduction to Smart Homes

1.1 Introduction ...................................................................................... 4
Figure 1.1: Smart Home Ecosystem ..................................................................... 4

2. Smart Home Market Summary

2.1 Smart Home Market Forecast Summary ........................................ 6
2.1.1 Residential Gateways ................................................................... 6
Figure & Table 2.1: Total Number of Residential Gateways (m) Split by 8 Key
Regions 2018-2023 .............................................................................................. 6
2.1.2 Smart Home Devices & Systems ................................................. 7
Figure & Table 2.2: Total Smart Home Devices & Systems Base (m) Split by
Device Category 2018-2023 ................................................................................. 7
2.1.3 Smart Home Annual Spend: Split by Segments ........................ 8
Figure & Table 2.3: Total Smart Home Annual Spend (Services & Hardware) ($m)
Split by 5 Smart Home Market Segments 2018-2023 ........................................... 8
2.1.4 Smart Home Annual Spend: Split by Region ............................. 9
Figure & Table 2.4: Total Smart Home Annual Spend (Services & Hardware) ($m)
Split by 8 Key Regions 2018-2023 ........................................................................ 9

3. Smart Entertainment Market Forecasts

3.1 Smart Entertainment in the Connected Home ............................ 11
3.1.1 Introduction ................................................................................. 11
Figure 3.1: Total Number of Netflix Subscribers, 2016-2017 (m) ......................... 11
3.1.2 Forecast Methodology................................................................ 11
Figure 3.2: Smart Home Entertainment Forecast Methodology ........................... 13
3.1.3 Connected CE (Consumer Electronics) Device Installed
Base ...................................................................................................... 14
Figure & Table 3.3: Total Connected CE Device Installed Base (m) Split by 8 Key
Regions 2018-2023 ............................................................................................ 14
3.1.4 Smart Home Entertainment Subscription Revenue ................ 15
Figure & Table 3.4: Smart Home Entertainment Subscription Revenue ($m) Split
by 8 Key Regions 2018-2023 ............................................................................. 15
3.1.5 Smart Home Pay Per View/Download/Rental Model
Revenues .............................................................................................. 16
Figure & Table 3.5: Total Revenues from Smart Home Pay per
View/Download/Rental Model ($m) Split by 8 Key Regions 2018-2023 .............. 16
3.1.6 Total Smart Home Entertainment Service Revenue ................ 17
Figure & Table 3.6: Total Smart Home Entertainment Service Revenue ($m) Split
by 8 Key Regions 2018-2023 ............................................................................. 17

4. Smart Home Monitoring Market Forecasts

4.1 Smart Home Automation & Monitoring ....................................... 19
4.1.1 Introduction ................................................................................. 19
4.1.2 Smart Home Automation & Monitoring Market Forecast
Methodology ........................................................................................ 19
Figure 4.1: Smart Home Automation & Monitoring Forecast Methodology .......... 20
4.1.3 Households Using Smart Automation/Monitoring Services .. 21
Figure & Table 4.2: Number of Households that Use Smart Home
Automation/Monitoring Services (m) Split by 8 Key Regions 2018-2023 ............ 21
4.1.4 Number of Home Automation/Monitoring Subscriptions ....... 22
Figure & Table 4.3: Number of Households with Smart Home
Automation/Monitoring Subscriptions (m) Split by 8 Key Regions 2018-2023 ..... 22
4.1.5 Smart Home Automation/Monitoring Subscription
Revenues .............................................................................................. 23
Figure & Table 4.4: Smart Home Automation/Monitoring Subscription Revenues
($m) Split by 8 Key Regions 2018-2023 .............................................................. 23
4.1.6 Smart Home Automation/Monitoring Units: One-off Purchase
Model..................................................................................................... 24
Figure & Table 4.5: Total Connected Smart Home Automation/Monitoring Units in
Service (m) Split by 8 Key Regions 2018-2023 ................................................... 24
4.1.7 Smart Home Automation Hardware Spend .............................. 25
Figure & Table 4.6: Smart Home Automation Hardware Spend ($m) Split by 8 Key
Regions 2018-2023 ............................................................................................ 25
4.1.8 Smart Home Automation Hardware & Monitoring Services
Spend .................................................................................................... 26
Figure & Table 4.7: Smart Home Automation Hardware & Monitoring Services
Spend ($m) Split by 8 Key Regions 2018-2023 .................................................. 26

5. Smart Metering Market Forecasts

5.1 Smart Metering ............................................................................... 28
5.1.1 Drivers behind Rollouts ............................................................. 28
5.1.2 Forecasting Methodology .......................................................... 28
Figure 5.1: Smart Metering Forecast Methodology ............................................. 29
5.1.3 Smart Meter Installed Base ........................................................ 30
Figure & Table 5.2: Smart Meter Installed Base (m) Split by 8 Key Regions 2018-
2023 ................................................................................................................... 30
5.1.4 Service Revenue from Smart Metering ..................................... 31
Figure & Table 5.3: Total Service Revenue from Smart Metering ($m) Split by 8
Key Regions 2018-2023 ..................................................................................... 31

6. Connected Health Market Forecasts

6.1 Healthcare & mHealth Services .................................................... 33
6.1.1 Introduction ................................................................................. 33
Figure 6.1: Smart Home Digital Health Methodology .......................................... 34
6.2 Connected Health .......................................................................... 35
6.2.1 Number of Individuals Adopting Remote Patient Monitoring 35
Figure & Table 6.2: Number of Individuals Adopting Remote Patient Monitoring
(Cardiac Outpatients & Chronic Diseases) (m) Split by 8 Key Regions 2018-
2023 .................................................................................................................. 35
6.2.2 Total Digital Healthcare Monitoring Devices ........................... 36
Figure & Table 6.3: Total Digital Healthcare Monitoring Devices (m) Split by 8 Key
Regions 2018-2023 ............................................................................................ 36
6.2.3 Total Annual Service Revenue for Digital Healthcare
Monitoring ............................................................................................ 37
Figure & Table 6.4: Total Annual Service Revenue for Digital Healthcare
Monitoring ($m) Split by 8 Key Regions 2018-2023 ............................................ 37

7. Connected Appliances Market Forecasts

7.1 Smart Appliances .......................................................................... 39
7.1.1 Introduction ................................................................................. 39
Figure 7.1: Connected Appliance Forecast Methodology ................................... 40
7.1.3 Number of Connected Appliances ............................................ 41
Figure & Table 7.2: Total Number of Connected Appliances (m) Split by 8 Key
Regions 2018-2023 ............................................................................................ 41
7.1.4 Connected Appliances Consumer Spend ................................ 42
Figure & Table 7.3: Total Consumer Spend on Connected Appliances ($m) Split
by 8 Key Regions 2018-2023 ............................................................................. 42
7.1.5 Number of Smart Refrigerators/Freezers ................................. 43
Figure & Table 7.4: Number of Smart Refrigerators/Freezers (m), Split by 8 Key
Regions 2018-2023 ............................................................................................ 43
7.1.6 Smart Refrigerators/Freezers Consumer Spend ..................... 44
Figure & Table 7.5: Total Consumer Spend (Hardware & eCommerce) from Smart
Refrigerators/Freezers ($m) Split by 8 Key Regions 2018-2023 ......................... 44

 

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