Core Viewpoint - The consumer-grade 3D printing market is rapidly evolving, with significant investments from major tech companies indicating a promising future for the industry. The market is expected to grow substantially, driven by increased accessibility and demand for 3D printing technology among the general public [3][7][18]. Market Overview - The consumer-grade 3D printing market has seen a dramatic increase in market share, with four major companies capturing 94% of the entry-level 3D printer market priced below $2,500 as of last year [3][6]. - The global consumer-grade 3D printing market's shipment volume is projected to grow from 2.8 million units in 2020 to 4.1 million units in 2024, and further to 13.4 million units by 2029. The industry size is expected to expand from $4.1 billion in 2024 to $16.9 billion by 2029 [7][8]. Company Performance - Major players in the market, such as拓竹科技, are projected to achieve revenues between 5.5 billion to 6 billion yuan in 2024, with a net profit nearing 2 billion yuan. In the first quarter of this year, their revenue was nearly 2 billion yuan [8]. - 创想三维's revenue is expected to grow from 1.346 billion yuan in 2022 to 2.288 billion yuan in 2024, while 智能派 anticipates a revenue increase from 1.6 billion yuan last year to 2.5 billion yuan this year, reflecting a compound annual growth rate of over 40% [8][9]. Industry Dynamics - The entry of large tech companies into the 3D printing space has heightened competition, with significant investments made by firms like 大疆 and 美团 in various 3D printing startups [7][16]. - The industry is experiencing a shift towards more accessible and user-friendly products, with advancements in technology reducing the complexity of 3D printers and expanding their user base beyond enthusiasts to include students and general consumers [9][10]. Supply Chain and Cost Structure - The concentration of 3D printing companies in Shenzhen is attributed to the city's robust supply chain, allowing for rapid production and cost efficiency. This "two-hour supply chain" enables companies to source components quickly and maintain competitive pricing [13][15]. - The price of 3D printers has significantly decreased over the years, with products that once cost between $3,000 and $5,000 now available for around $1,000, making them more accessible to consumers [15]. Future Outlook - The market is expected to continue growing, with estimates suggesting it could reach a scale of 300 billion to 400 billion yuan in the next five years, potentially expanding to 1 trillion yuan if growth trends continue [18]. - The integration of AI and advancements in 3D modeling technology are anticipated to further transform the industry, making 3D printing a common household technology within five years, provided that manufacturers address usability challenges [19].
全球入门级3D打印机,几乎被这4家深圳公司承包了
第一财经·2025-12-31 08:21