2024 年全球住宅与建筑业展望

利用永续性和气候友善创新对于未来的成长潜力至关重要

在设施管理服务、智慧家庭设备、向节能 HVAC 系统过渡、技术主导的建筑优化解决方案和施工管理解决方案需求增加的推动下，住宅和建筑行业将在 2023 年实现稳定增长 7.2%。物联网（IoT）和人工智慧（AI）技术的日益普及进一步推动了这一成长，特别是在智慧建筑解决方案领域。然而，该行业面临一些挑战，包括建筑运营成本上升、建筑材料成本上升和计划延误、系统整合挑战、资本风险和市场波动。此外，地缘政治危机可能会对 2024 年产业表现造成潜在干扰

针对这些挑战和趋势，Frost & Sullivan 详细分析了该行业的关键影响因素和指标，以提供 2024 年的预测和趋势。本报告涵盖照明、关键建筑设备、智慧建筑管理、设施管理、智慧家庭和施工管理等各个行业领域。此外，我们还包括北美、欧洲、亚太地区和世界其他地区的收益预测、按子区隔收益占有率、Frost观点和区域前景，以及每个区域清洁能源进展的指标。

该报告强调了市场的动态性质，由于脱碳、数位化和永续性措施以及外部经济和地缘政治因素，市场正在迅速变化。重点关注领域包括提高对气候变迁的认识、促进能源效率政策、建筑环境中的网路安全、数位和循环照明实践、AEC 行业中的人工智慧应用以及智慧家居中的个人化用户，其中包括不断增长的需求。 Frost & Sullivan 强调产业参与企业可以探索的成长机会，培育新的收益来源，并在不断变化的市场动态中巩固成长策略。

目录

成长动态

• 2023 年亮点
• 产业挑战
• 2023 年全球住宅与建筑产业 - 预测与实际
• 全球住宅和建筑业收益
• 2024 年主要预测

策略要务

• 为什么成长如此困难？
• The Strategic Imperative 8（TM）
• 关键策略要务对住宅和建筑业的影响
• 成长机会推动Growth Pipeline Engine（TM）

成长环境及范围

• 调查范围
• 市场区隔

收益趋势 - 2024 年

• 预测假设
• 收益预测（按细分市场）
• 按地区分類的收益预测

主要预测 - 2024 年

• 关键预测
• 预测 1 – 人工智慧和超级运算缓解气候变迁
• 预测 2 -人性化的照明
• 预测 3 -永续和循环照明
• 预测 4 – 网路安全挑战
• 预测5——数位化维护
• 预测 6 -永续气候控制系统
• 预测7——下一代语音助手
• 预测 8 -身临其境型连网家庭体验
• 预测 9 – AI 驱动的施工分析
• 预测 10 – 人工智慧主导的房地产科技应用

影响评估矩阵 - 2024 年预测的优先顺序

• 影响评估矩阵 - 预测，2024 年

分部展望 - 2024

• 照明
• 重要建筑设备
• 智慧楼宇管理
• 智慧家庭
• 设备管理
• 施工管理

特色公司 - 2024

• Resideo Technologies, Inc. (Resideo)
• Siemens AG
• Autodesk
• Schneider Electric
• Honeywell
• 其他的

区域展望 - 2024

• 北美洲
• 欧洲
• 亚太地区
• 其他地区

结论

成长机会宇宙

• 成长机会1：透过数位照明服务和循环照明服务復兴LaaS（光即服务）
• 成长机会 2：网路安全对于提高智慧建筑系统的完整性至关重要
• 成长机会 3：建筑级能源效率法规和规范对于实现净零排放目标至关重要

下一步

Harnessing Sustainability-driven and Climate-smart Innovation Critical for Future Growth Potential

The homes and buildings industry experienced a solid 7.2% growth in 2023, driven by increasing demand for facility management services, smart home devices, transition towards energy-efficient HVAC systems, tech-driven building optimisation solutions, and construction management solutions. This growth was further propelled by the increasing adoption of Internet of Things (IoT) and artificial intelligence (AI) technologies, particularly in the realm of intelligent building solutions. The industry, however, faces several challenges, including rising building operation costs, rising construction material costs and project delays, system integration challenges, capital risks, and market instability. Moreover, geopolitical crises loom as potential disruptors in the industry's performance for 2024.

In response to these challenges and opportunities, Frost & Sullivan provides an in-depth analysis of critical industry influencers and indicators, offering predictions and trends for 2024. The report covers various industry segments, such as lighting, critical building equipment, smart building management, facility management, smart homes, and construction management. Additionally, the report presents revenue forecasts, revenue shares by subsegment, Frost perspective, and regional outlooks for North America, Europe, Asia-Pacific, and Rest of World, with indicators on clean energy progress in each region.

The report emphasizes the dynamic nature of the market that is undergoing rapid changes because of decarbonisation, digitization, and sustainability measures, as well as external economic and geopolitical forces. Key areas of focus include heightened awareness of climate change, promotion of energy efficiency policies, cybersecurity in the built environment, digital and circular lighting practices, AI-enabled applications in the AEC industry, and the growing need for a personalised user experience in smart homes. Frost & Sullivan highlights growth opportunities for industry participants to explore, encouraging the expansion of portfolios in key growth zones to foster new revenue streams and solidify growth strategies amidst evolving market dynamics.

Table of Contents

Growth Dynamics

• Highlights for 2023
• Industry Challenges
• The 2023 Global Homes and Buildings Industry-Forecast vs Actual
• Global Homes and Buildings Industry Revenue
• Top Predictions for 2024

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Homes and Buildings Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment and Scope

• Research Scope
• Market Segmentation

Revenue Trends-2024

• Forecast Assumptions
• Revenue Forecast by Segment
• Revenue Forecast by Region

Top Predictions-2024

• Top Predictions
• Prediction 1-AI and Super Computing for Climate Change Mitigation
• Prediction 2-Human-centric Lighting
• Prediction 3-Sustainable and Circular Lighting
• Prediction 4-Cybersecurity Challenges
• Prediction 5-Digitised Maintenance
• Prediction 6-Sustainable Climate Control Systems
• Prediction 7-Next-generation Voice Assistants
• Prediction 8-Immersive Connected Home Experience
• Prediction 9-AI-infused Construction Analytics
• Prediction 10-AI-driven PropTech Applications

Impact Assessment Matrix-Prioritising 2024 Predictions

• Impact Assessment Matrix-Predictions 2024

Segments Outlook-2024

• Lighting
• Critical Building Equipment
• Smart Building Management
• Smart Homes
• Facility Management
• Construction Management

Companies to Watch-2024

• Resideo Technologies, Inc. (Resideo)
• Siemens AG
• Autodesk
• Schneider Electric
• Honeywell
• Other Companies to Watch for 2024

Regional Outlook-2024

• North America
• Europe
• APAC
• Rest of World

Conclusions

• Conclusions

Growth Opportunity Universe

• Growth Opportunity 1: Resurgence of Light-as-a-Service (LaaS) Through Digital and Circular Lighting Services
• Growth Opportunity 2: Cybersecurity is Critical to Enhance the Integrity of Smart Building Systems
• Growth Opportunity 3: Building-level Energy Efficiency Regulations and Codes are Vital for Reaching Net Zero Emission Goals

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