With the prevalence of smart home, smart home control system also began to gradually popularize.
As a smart home system as a platform, home appliances and household equipment as the main control object, the use of a variety of technologies to build an efficient master control management system, the core of the smart home control system is the smart home controller, and the smart controller is also the core and key components of electronic products, equipment, devices or systems.
The working principle of the intelligent controller is as follows: by sensing external information, it is conveyed to the controller, and then the controller makes inferences and decisions, and then the executor executes the corresponding behavior. Its main functions are control information, feedback information, etc., and it plays the role of "nerve center" in the entire intelligent control system. Products usually consist of detectors, controllers, actuators, process objects, etc.
At present, the intelligent controller mainly includes hardware and algorithms. The hardware is mainly MCU and DSP, and the cost of these upstream raw materials is the highest. Among them, the cost of IC chip accounts for 22.86%, the cost of MOS tube is 15.32%, the cost of PCB is 11.40%, the cost of various hardware components accounts for 10.70%, the cost of diodes and transistors accounts for 8.02%, and the cost of capacitors and resistors accounts for 10.70%. The ratio is 5.64%, and other costs account for 26.06%.
Especially, the MCU chip appropriately decreases the regularity and specifications of the central processing unit, as well as integrates outer user interfaces such as memory, counter, USB, A/D conversion, UART, PLC, as well as DMA on a solitary chip. Intelligent control algorithm to process the control system.
From the perspective of market data, according to Sullivan data, the global intelligent controller market reached 1.5 trillion US dollars (about 10.78 trillion yuan) in 2019, and is expected to reach 2 trillion US dollars (about 143,800 yuan) in 2024. billion RMB). China's intelligent controller market will reach 3,806.1 billion yuan in 2024, with a compound growth rate of 12.5% from 2020 to 2024.
From the market point of view, intelligent controller belongs to the trillion dollar market, but in the country, this market still has not appeared giant enterprises, the market concentration is also not high. Domestic more well-known enterprises such as Topband, and the Thai, Yingtang intelligent control, Lanke intelligence, and crystal technology, Bestaq, Zhenbang intelligence, etc., only Topband, and the Thai scale in more than 10 billion yuan, the rest of the scale are less than 10 billion.
The more famous foreign companies such as Diehl and Invisys, due to earlier development, occupy most of the global market share, while the Chinese company's share in the global share of less than 10%. However, with the strengthening of the technical strength of domestic manufacturers, as well as the gradual release of the domestic engineer dividend, coupled with the impact of the epidemic in previous years, many orders into the domestic market, favorable to the development of the domestic intelligent controller market.
As a midstream component, the smart controller has a high dependence on the boom of the downstream market. With the rapid rise of the smart home market and the acceleration of product intelligence, it also allows the smart controller market scale to continue to rise.
According to public data, in 2021, China's smart home market size is about 588 billion yuan, an increase of 12.7% year-on-year, smart home product shipments of about 210 million units, is expected to 2024, China's smart home market size will exceed the trillion mark.
At the same time, the smart home market has gradually started to prosper in recent years. In terms of the number of enterprises, the major enterprises in China's smart home industry currently total 14,000, and the number of registered enterprises reached 2,802 in the year 2021, the highest in recent years, and as of early September, the number of registered enterprises in 2022 has exceeded 1,000.
The influx of a large number of players proves the bullishness for the industry. Taking household appliances as an example, the penetration rate of household appliances with the application of inverter technology is significantly increasing year by year, becoming one of the important drivers for widening the growth space of the home appliance industry. The inverter technology is the core technology to effectively improve the efficiency of home appliances and reduce the loss of appliances.
In 2019, the penetration rate of inverter refrigerators has reached 25.58%, and the penetration rate of inverter air conditioners is 45.17%. In particular, BLDC, which has been hot in recent years, has reached 15% penetration in household fans, 10% penetration in range hoods and 8% in dishwashers in 2020. With the increase of BLDC motor penetration, it will also drive the share growth of intelligent controller.
In the small home appliance market, according to Frost & Sullivan agency's forecast, by 2024, China's small home appliance market size is expected to exceed 200 billion yuan, with a compound annual growth rate of 9.77% from 2020 to 2024. While the current average number of small home appliances owned by families in China is less than 10, in Europe and the United States, the figure is around 20-30, so the market size is even expected to double. The growth of these markets will boost the demand for smart controllers.
On the other hand, due to the speed of iteration of smart home and other terminal products, smart terminal functions began to tend to be complex and integrated, the amount of individual smart terminal for smart controller demand is also on the rise.
From the data of 2020, even under the influence of the epidemic, traditional home appliances are cold decline, but some of the smart home is a bright performance, such as micro-steam baking compound machine, dishwasher, smart toilet sales increased by 41%, 31%, 27% respectively year-on-year.
Overall, the smart controller industry as a product cycle is short, the rapid replacement of the industry, research and development, production team response speed requirements are high, domestic manufacturers also began to improve R & D investment, the formation of a certain amount of technical accumulation. Some companies are joint upstream manufacturers R & D design, or even independent research and development and production of end products, began to gradually from OEM to ODM, JDM transformation, product value-added is also gradually improved. Domestic intelligent controller, is standing in front of the trillion dollar market.
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