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1511월2020
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Recent developments surrounding Industry 4.0 and Internet of Things (IoT) have found traction and interest in the smart home market in Vietnam. The dramatically accelerating pace of technological innovation has resulted in the rising trend of owning a smart home in many developed countries around the world. With its two largest metropolises among top 10 fastest growing cities in terms of economic and real estate development (as listed in the City Momentum Index 2020 by Jones Lang Lasalle – JLL), Vietnam’s smart home market, though still in its infancy, possesses promising investment opportunities thanks to the rapid urbanization and the boom of megacities in the country.
Smart Home Market Revenue is expected to significantly increase in Vietnam
According to Statista, up to August 2020, the Vietnamese smart home market has reached revenue of about 179 million USD and experts predict this figure to reach 524 million USD in 2025 with a CAGR (2020-2025) of 23.9%. Of the total number of smart home product sales value in all 6 segments including control and connectivity, security, smart appliances, energy management, comfort and lighting, and home entertainment, major contributors to revenue are the first three in the list, accounting for more than 70% of total sales value over the researched period. In particular, “control and connect” is forecast to be the segment with most increase in market share over the next 5 years, followed by “comfort & lightning” and “energy management” despite being at a much smaller scale.
In terms of revenue growth, after the dramatic boom in the past 3 years with the peak of 70% growth rate in 2018, the smart home market is expected to slowly reach its stable growth period in the next 5 years at 14%. Remarkable drop point in the revenue growth rate is predicted to follow the impact of COVID-19. “Comfort & Lightning”, “Home Entertainment” and “Security” are the three segments with least growth rate drop.
글로벌 관점에서 베트남의 스마트 홈 시장은 다른 국가들에 비해 아직 상당히 초기 단계에 머물러 있습니다. Statista 통계에 따르면 2020년 8월 기준 베트남은 매출 기준 33위, 가구 보급률 기준 64위를 기록했습니다. Vietnam Investment 인터뷰(VIR)에 따르면 베트남은 아직 스마트 홈 시장 발전을 위한 “기반을 다지는” 단계에 있으며, 이는 소비자들이 스마트 홈 애플리케이션에 익숙해지는 시기입니다. 그 결과 투자자와 소비자들은 주로 에어컨, 조명, 전기 등을 관리하는 시스템과 같은 기본 솔루션을 선택하고 있습니다. 안정적인 수요가 형성된 이후에야 보다 고도화되고 전문화된 솔루션이 기존 솔루션과 통합될 수 있을 것입니다.
신규 도시 개발 프로젝트의 주거 개발업체들이 스마트 홈 설치의 선도자가 될 전망
According to Statista, the total number of smart homes in Vietnam in 2020 is about 0.6 million. This number is relatively small compared to the total number of more than 26.8 million households (General Statistic Office, 2019) in Vietnam. Moreover, as stated by JLL Vietnam, most smart homes are developed in the residential sector of newly built or still under construction projects located mainly in the two most urbanized cities of Vietnam – Hanoi and Ho Chi Minh city. However, installing smart technologies would result in a higher price tag for the properties, which would likely limit the target market to the high-end segment. This consequently explains one of the reasons why it was slow in the first phase to penetrate smart home market in Vietnam. Nonetheless, the potential for market growth is still high as many developers have become more proactive in integrating the concept of smart home in their projects and offering smart techs as extras in a promotion or free experience program.
특히 스마트홈 응용의 6대 핵심 세그먼트를 살펴보면, 앞서 언급한 바와 같이 매출 측면에서 가장 높은 비중을 차지하지는 않더라도 “control and connectivity”, “home entertainment”, “comfort & lightning”은 베트남에서 스마트홈에 가장 많이 적용되는 분야입니다. 이는 일상생활에 가장 큰 부가가치를 제공해야 하는 스마트홈 개념의 핵심이 “제어 및 연결” 기능과 더불어 엔터테인먼트 및 편의성 요소에 있음을 시사합니다. 또한 다른 기기와 연결할 수 있는 통합형 기기가 독립형 기기보다 높은 비중을 차지할 것으로 보이는데, 이는 사용성과 기능적 다양성이 뛰어나기 때문입니다(Amazon의 Alexa Echo Dot, Hikvision의 Smart Camera, Yale의 Key는 Lumi Vietnam의 스마트홈 시스템에 통합될 수 있음). 스마트 가전이 갖춰진 가정의 대부분은 현대적인 전기 시스템을 갖춘 고급 아파트일 것입니다.
플레이어 현황
As the development of smart homes becomes an indispensible trend, many international technology giants have established affliates in Vietnam. Along with the growth of the market is the launch of different brands in various segments to meet diverse users’ demand. The Smart Home market is divided into two groups including foreign brands: Siemens (Germany), Schneider (France), Smartg4 (USA), Gamma (Germany), Fibari (Poland), and well-known domestic brands such as BKAV Smarthome, FPT, Lumi, Acis, etc. Despite major concerns about the quality of domestic smart home products as they are mostly newly developed and not tested much, products by domestic players seem to be highly appreciated for their friendly features and affordable price. Moreover, according to analysis by Vietnam Investment Review, an obstacle for foreign smart home solutions is that they are not really compatible with the infrastructure and the development of the construction sector in Vietnam.
