IDC：2025年上半年全球智能家居清洁机器人出货量暴涨33%

Core Viewpoint - The global smart home cleaning robot market is experiencing significant growth, with a projected shipment of 32.1 million units by 2025, reflecting a year-on-year increase of 28.2% and a five-year compound annual growth rate (CAGR) of 26% by 2028 [1][4]. Market Overview - In the first half of 2025, global shipments of smart home cleaning robots reached 15.352 million units, marking a 33% year-on-year increase [1]. - The market is defined to include autonomous movement, obstacle avoidance, and remote operation capabilities, covering categories such as vacuum robots, pool robots, lawn mowers, window cleaning robots, and air purification robots [3]. Competitive Landscape - The top five manufacturers accounted for 64.8% of the market share in the first half of 2025, an increase of 4.8 percentage points from the previous year, with vacuum robots making up 73.4% of total shipments [6]. - Chinese manufacturers, including Roborock, Ecovacs, and Xiaomi, have made significant strides in the global market, securing positions among the top five [6]. Segment Analysis - Lawn Mowers: Shipments reached 2.343 million units in the first half of 2025, a staggering increase of 327.2% year-on-year, driven by high demand in overseas markets, particularly in Europe and the U.S. [9]. - Pool Robots: Shipments totaled 933,000 units, reflecting an 18.7% increase. The market has substantial growth potential due to low penetration rates despite nearly 30 million pools globally [10]. - Window Cleaning Robots: Shipments reached 809,000 units, with a 52.1% year-on-year growth. The market is highly concentrated, with Ecovacs holding over 50% market share [11]. - Air Purification Robots: This segment saw a decline, with only 4,002 units shipped, a drop of 45.4% year-on-year, primarily due to a lack of advanced models that meet consumer needs [13]. Future Outlook - The growth trend for smart home cleaning robots is expected to continue in the second half of 2025, particularly for lawn mowers and pool robots, driven by seasonal demand [14]. - Chinese manufacturers are transitioning from product competition to a comprehensive strategy that includes high-end R&D, manufacturing capabilities, and global channel development, which will be crucial for market positioning [14].