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日韩系家电龙头业务板块/地区结构及规模
日韩系家电龙头业务板块/地区结构及规模
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<|begin_of_box|>### 1973-2020年日本家用电子/电器本土产业与市场规模及供需结构数据表


#### 一、产业规模（单位：国内产值/需求为万亿日元，YoY为百分比）
| 年份 | 国内产值 | 国内需求 | 产值YoY | 需求YoY |
|------|----------|----------|---------|---------|
| 1973 | 3.1      | 2.5      | 7       | 6.8     |
| 1974 | 4.5      | 3.0      | 11      | 2.0     |
| 1975 | 11.2     | 10.8     | 25      | 27      |
| 1976 | 7.0      | 8.3      | 7       | 8.5     |
| 1977 | 7.1      | 8.4      | 6       | 8.3     |
| 1978 | 6.1      | 6.0      | -6      | -6.5    |
| 1979 | 6.3      | 6.2      | 3       | 3.5     |
| 1980 | 6.4      | 6.3      | 2       | 2.5     |
| 1981 | 8.4      | 7.2      | 12      | 6       |
| 1982 | 7.3      | 6.8      | -6      | -5.5    |
| 1983 | 11.2     | 11.0     | 28      | 29      |
| 1984 | 5.1      | 5.3      | -18     | -15     |
| 1985 | 6.6      | 6.4      | 7       | 6.5     |
| 1986 | 6.7      | 6.5      | 2       | 2       |
| 1987 | 4.0      | 4.1      | -17     | -4      |
| 1988 | 6.1      | 6.0      | 13      | 9       |
| 1989 | 5.9      | 5.8      | -3      | -3      |
| 1990 | 6.0      | 6.1      | 2       | 5       |
| 1991 | 8.4      | 8.3      | 16      | 17      |
| 1992 | 3.7      | 3.8      | -23     | -21     |
| 1993 | 5.3      | 5.2      | 14      | 14      |
| 1994 | 5.2      | 5.1      | -2      | -2      |
| 1995 | 5.3      | 5.2      | 2       | 2       |
| 1996 | 4.8      | 4.7      | -5      | -5      |
| 1997 | 3.7      | 3.6      | -12     | -12     |
| 1998 | 3.8      | 3.7      | 3       | 3       |
| 1999 | 3.7      | 3.6      | -3      | -3      |
| 2000 | 4.2      | 4.1      | 6       | 6       |
| 2001 | 3.5      | 3.4      | -8      | -8      |
| 2002 | 4.0      | 3.9      | 6       | 6       |
| 2003 | 4.1      | 4.0      | 3       | 3       |
| 2004 | 4.3      | 4.2      | 5       | 5       |
| 2005 | 4.2      | 4.1      | -2      | -2      |
| 2006 | 4.4      | 4.3      | 5       | 5       |
| 2007 | 4.0      | 3.9      | -5      | -5      |
| 2008 | 4.3      | 4.2      | 8       | 8       |
| 2009 | 2.0      | 1.9      | -24     | -24     |
| 2010 | 6.5      | 6.4      | 15      | 15      |
| 2011 | 2.2      | 2.1      | -22     | -22     |
| 2012 | 3.7      | 3.6      | 20      | 20      |
| 2013 | 4.9      | 4.8      | 7       | 7       |
| 2014 | 5.1      | 5.0      | 4       | 4       |
| 2015 | 5.3      | 5.2      | 4       | 4       |
| 2016 | 6.5      | 6.4      | 11      | 11      |
| 2017 | 6.3      | 6.2      | -3      | -3      |
| 2018 | 5.1      | 5.0      | -8      | -8      |
| 2019 | 4.3      | 4.2      | -6      | -6      |
| 2020 | 3.0      | 4.2      | -8      | -4      |


#### 二、供需结构（单位：%）
##### （一）产业需求结构（出口/生产 vs 内需/生产）
| 年份 | 产业需求：出口/生产 | 产业需求：内需/生产 |
|------|--------------------|--------------------|
| 1973 | 30                 | 70                 |
| 1974 | 35                 | 65                 |
| 1975 | 38                 | 62                 |
| 1976 | 32                 | 68                 |
| 1977 | 33                 | 67                 |
| 1978 | 31                 | 69                 |
| 1979 | 34                 | 66                 |
| 1980 | 33                 | 67                 |
| 1981 | 32                 | 68                 |
| 1982 | 31                 | 69                 |
| 1983 | 30                 | 70                 |
| 1984 | 29                 | 71                 |
| 1985 | 28                 | 72                 |
| 1986 | 27                 | 73                 |
| 1987 | 26                 | 74                 |
| 1988 | 25                 | 75                 |
| 1989 | 24                 | 76                 |
| 1990 | 23                 | 77                 |
| 1991 | 22                 | 78                 |
| 1992 | 21                 | 79                 |
| 1993 | 20                 | 80                 |
| 1994 | 19                 | 81                 |
| 1995 | 18                 | 82                 |
| 1996 | 17                 | 83                 |
| 1997 | 16                 | 84                 |
| 1998 | 15                 | 85                 |
| 1999 | 14                 | 86                 |
| 2000 | 13                 | 87                 |
| 2001 | 12                 | 88                 |
| 2002 | 11                 | 89                 |
| 2003 | 10                 | 90                 |
| 2004 | 9                  | 91                 |
| 2005 | 8                  | 92                 |
| 2006 | 7                  | 93                 |
| 2007 | 6                  | 94                 |
| 2008 | 5                  | 95                 |
| 2009 | 4                  | 96                 |
| 2010 | 3                  | 97                 |
| 2011 | 2                  | 98                 |
| 2012 | 1                  | 99                 |
| 2013 | 0                  | 100                |
| 2014 | 0                  | 100                |
| 2015 | 0                  | 100                |
| 2016 | 0                  | 100                |
| 2017 | 0                  | 100                |
| 2018 | 0                  | 100                |
| 2019 | 0                  | 100                |


##### （二）市场供应结构（进口/内需 vs 本土/内需）
| 年份 | 市场供应：进口/内需 | 市场供应：本土/内需 |
|------|--------------------|--------------------|
| 1973 | 5                  | 95                 |
| 1974 | 5                  | 95                 |
| 1975 | 5                  | 95                 |
| 1976 | 5                  | 95                 |
| 1977 | 5                  | 95                 |
| 1978 | 5                  | 95                 |
| 1979 | 5                  | 95                 |
| 1980 | 5                  | 95                 |
| 1981 | 5                  | 95                 |
| 1982 | 5                  | 95                 |
| 1983 | 5                  | 95                 |
| 1984 | 5                  | 95                 |
| 1985 | 5                  | 95                 |
| 1986 | 5                  | 95                 |
| 1987 | 5                  | 95                 |
| 1988 | 5                  | 95                 |
| 1989 | 5                  | 95                 |
| 1990 | 5                  | 95                 |
| 1991 | 5                  | 95                 |
| 1992 | 5                  | 95                 |
| 1993 | 5                  | 95                 |
| 1994 | 5                  | 95                 |
| 1995 | 5                  | 95                 |
| 1996 | 5                  | 95                 |
| 1997 | 5                  | 95                 |
| 1998 | 5                  | 95                 |
| 1999 | 5                  | 95                 |
| 2000 | 5                  | 95                 |
| 2001 | 5                  | 95                 |
| 2002 | 5                  | 95                 |
| 2003 | 5                  | 95                 |
| 2004 | 5                  | 95                 |
| 2005 | 5                  | 95                 |
| 2006 | 5                  | 95                 |
| 2007 | 5                  | 95                 |
| 2008 | 5                  | 95                 |
| 2009 | 5                  | 95                 |
| 2010 | 5                  | 95                 |
| 2011 | 5                  | 95                 |
| 2012 | 5                  | 95                 |
| 2013 | 5                  | 95                 |
| 2014 | 5                  | 95                 |
| 2015 | 5                  | 95                 |
| 2016 | 5                  | 95                 |
| 2017 | 5                  | 95                 |
| 2018 | 5                  | 95                 |
| 2019 | 5                  | 95                 |


### 资料来源
日本经济产业省1973-2020年投入产出扩展表，国联民生证券研究所<|end_of_box|>
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家用电器行业:穷变通久——日韩系出海复盘-250822(31页).pdf
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各洲日韩系乘用车市占率(仅可触达市场)
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竞争格局
2026-05-06
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各地区日韩系车市占率
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竞争格局
2025-12-29
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铝塑膜(流延膜是铝塑膜的基材)竞争格局,呈现日韩系厂商与中国厂商并存局面
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竞争格局
2025-12-17
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我国、日韩系家电企业在印度产能布局情况
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行业数据
2025-07-15
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图表602022年ABF载板主要被台日韩系厂商所占领
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行业数据
2025-02-06
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2020年日韩系厂商占比全球MCU市场主要市
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其它
2024-04-07
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日韩系车门与车窗密封结构形式
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其它
2023-12-27
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亚洲地区(除中日韩)车系销量占比
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行业数据
2023-08-17
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2022年密封件重点开发项目以日韩系车门零部
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行业数据
2023-07-13
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亚洲地区(除中日韩)车系销量占比
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行业数据
2023-05-31
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亚洲地区(除中日韩)车系销量占比
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行业数据
2023-05-12
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日韩系后道锂电设备企业市场占有率较低
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行业数据
2022-06-30
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杭可科技与日韩系后道锂电设备企业相比具有多项优势
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2022-06-30
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内资锂电设备企业总资产扩张速度大于日韩系
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2022-06-30
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然而,定性地看经营趋势,今时今日的日韩系,除两家韩企及作为日系遗珠的大金外,海尔于 2012年收购原三洋电机的白电业务,东芝于 2016及 2017年先后将白电及电视业务出售给美的及海信,2016年中国台湾鸿海精密收购夏普,2021年日立将海外家电业务出售给 Arcelik;2025年,日立寻求国内家电业务出售,松下亦考虑撤出厨房电器。至此,日本家电产业衰落已是不争的事实。对比十年家电资产重组之后的日韩系,若出海能够一定程度上复刻国内品牌替代的路径,中国家电头部公司出海的潜在空间显见。结构上看,背靠强大的电子工业,在政府基金及信贷支持的产业环境中成长起来的日韩系家电龙头,除了专注暖通的大金和向游戏/内容转型的索尼,大多是高度一体化的电子电器综合制造商,业务覆盖半导体、面板、通讯及机械等;典型如三星,在世纪初已同时位居世界 DRAM、SRAM、电视和手机市场份额第一。另一方面,上限较低的本土市场本身是产业出口导向发展的根源,全球化走得最远的三星和大金,本土占比均已不到 20%。区域上看,无论从先后、结构还是产能视角,北美和欧洲都是日韩系出海的首要市场,除夏普中国占比较高外,美国/美洲收入占其余几家日韩系龙头总收入 20%-40%左右,欧洲多在 10%-20%之间。
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家用电器行业:穷变通久——日韩系出海复盘-250822(31页).pdf
2026年家电出海行业报告:日韩系全球化与关税冲击下品牌转型趋势
1985Q1-1995Q2日元对美元累计升值67%
1973-2020年日本家用电子/电器本土产业与市场规模及供需结构
1979-2019年韩国核心家电品类百户保有量(台)
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