Industry Overview - The AI smart headphone industry leverages AI technologies to develop and produce wireless headphones with intelligent interaction capabilities, integrating advanced technologies such as voice recognition, natural language processing, and machine learning to provide high-quality audio and smart features like voice assistants, real-time translation, and health monitoring [4] - The industry is categorized into three product types: True Wireless AI Smart Headphones, Open-Ear AI Smart Headphones, and Over-Ear AI Smart Headphones, each offering unique features such as touch controls, active noise cancellation, and environmental sound modes [5] - The industry is characterized by a focus on user experience, significant market growth potential, and the importance of ecosystem development [6] Market Growth and Trends - The AI smart headphone market experienced substantial growth from 2022 to 2023, with the market size increasing from RMB 1.4 billion to RMB 3.36 billion, representing a compound annual growth rate (CAGR) of 140% [19] - The market is projected to grow from RMB 7.318 billion in 2024 to RMB 164.675 billion by 2028, with a CAGR of 117.8% [19] - Key drivers of market growth include the increasing popularity of AI smart headphones, China's large production capacity and stable demand for headphones, and consumer demand for new technologies and smart lifestyles [19] Competitive Landscape - The Chinese AI smart headphone market is highly concentrated, with a limited number of companies dominating the industry [37] - Leading companies include Samsung (China) Investment Co Ltd, iFlytek Co Ltd, and Beijing SoundAI Technology Co Ltd, which have established strong brand loyalty and technological advantages [37] - Future market concentration is expected to increase as leading companies expand into niche application scenarios, such as office meetings, further solidifying their market positions [38] Key Companies Edifier Technology Co Ltd [002351] - Edifier's products are sold in over 80 countries and regions, with the EDIFIER brand enjoying high international recognition [46] - The company's product line includes multimedia speakers, headphones, car audio, and professional audio, with headphones accounting for approximately 65% of total revenue [46] - Edifier has partnered with Alibaba's AI division to develop smart headphones, incorporating AI technologies such as voice recognition and machine translation to enhance user experience [46] iFlytek Co Ltd [002230] - iFlytek is a leader in China's intelligent voice industry, with core technologies in voice synthesis, voice recognition, and natural language processing widely applied in education, healthcare, automotive, and smart home sectors [52] - The company's "iFLYBUDS" series of smart headphones are designed for business professionals, offering features like real-time translation, voice note recording, and voice assistant integration [52] Samsung (China) Investment Co Ltd - Samsung is a major multinational conglomerate with a strong presence in the electronics industry, including smartphones, TVs, home appliances, and semiconductors [55] - The company's Galaxy Buds series of smart headphones combine advanced audio technology with AI features, such as the Bixby voice assistant and ambient sound mode, enhancing user convenience and safety [55] Industry Ecosystem and Technology Trends - The AI smart headphone industry is a bridge connecting various smart devices and service platforms, with ecosystem development being crucial for enhancing product functionality and user experience [9] - The integration of edge computing and on-device AI models is a significant trend, enabling real-time processing and reducing latency, which is particularly beneficial for applications like real-time voice recognition and personalized recommendations [20] - The market for on-device AI models in China reached RMB 800 million in 2023 and is expected to grow to RMB 7.9 billion by 2028, with a CAGR of 58% [20]
AI智能耳机：声学创新与AI融合，探索智能耳机的前沿技术 头豹词条报告系列
头豹研究院·2024-12-17 11:50