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1、2023消费电子出海白皮书2023.06INDEX?01?TA?02?03?DTC?04?务?愿?05?01?3C?4Source:Statista,IDC,Gartner,?锐?,Meet Intelligence?3C?$4,184$5,003$4,731$4,983$5,214$2,024$2,642$2,518$2,525$2,657$1,248$2,214$2,472$2,738$3,4102016202120222023E2026E?16-22CAGR22-26CAGR+12.0%+8.4%+3.7%+1.3%+2.1%+2.5%?割?2022?3C?1.5%?3C?75%?3C?

2、5?撰?3-5?5?/?VR?Source:Statista,IDC,Gartner,?锐?,Meet Intelligence6?$1,032$1,413$440$810$552$597$200$321$248$2682016202120222023E2026E?16-22CAGR22-26CAGR-2.7%+2.0%+13.6%+12.6%+4.7%+2.0%+21.1%+16.5%+22.5%+8.2%?$2,214$2,473$2,738$1,248$3,410+11.7%+10.7%?告?割?2?42%18%22%8%10%2022?7?VR?割?割?Source:Statista,

3、Meet Intelligence8?$188$352$545$17$86$261$2$4 201820222026E18-22CAGR21%22-26 CAGR16.5%?锐?千?赠?矿?务?告?18-22 CAGR 17%22-26 CAGR 11.5%?11?务?粉?务?Rokid?Nreal?务?18-22 CAGR 51%22-26 CAGR 22%?1VR?Meta?Pico?18-22 CAGR 50%22-26 CAGR 32%?Source:?,Meet Intelligence9?2014?18?2015?24?2019?36?2020?Oppo?Vivo?20?20?去?

4、去?2022?宇?告?模?务?Polar Grit X Pro(2021)?7?Garmin Forerunner 265(2023)?13?AMOLED?Livetrack?Source:?,Meet Intelligence10?VR?VR?粉?告粉?研?VR?PC?务?VR?2014?VR?VR?2016?PCVR?PCVR?VR?2020?VR?VR?VR务?务?粉?VR?粉?VR?VR?务?模?模?VR?Source:?锐?,Meet Intelligence11?$53$76$95$71$86$99$38$127 201820222026E18-22 CAGR12.5%22-26

5、CAGR12.6%?务?矿?务?务?务?告2-3?务?务?告?告?18-22 CAGR 4.9%22-26 CAGR 3.8%18-22 CAGR 171%22-26 CAGR 35%18-22 CAGR 9.2%22-26 CAGR 5.7%?1?11Source:?,Meet Intelligence12?GaN?锐?1000?历?告?务?Anker Nano?2.84*2.84*3.53cm?30W?22.99?Anker 733?11.1*7.09*3.1cm?320g?65W?67.15?5.08*4.57*2.79cm?30W?15.99?ZLONXUN?4.8*2.59*2.79

6、cm?5W?6.99?Source:?,Meet Intelligence13?锐?BMS?锐?5Hr100w?*6?2.5hr200w?*6?粉?4-5?务?MPPT?IBC?5?2.5?Source:Counterpoint,Canalys,Statista,Meet Intelligence14$252$412$517$164$576$859$61$44$37 201820222026E?务?务?18-22 CAGR21.3%?务?告?研?22-26 CAGR8.2%?千?务?矿?告?务?18-22 CAGR 13.0%22-26 CAGR 5.8%18-22 CAGR-7.8%22-2