2025年全球住宅与建筑业展望

人工智慧代理、服务创新与脱碳推动产业转型

2024年，儘管经济和地缘政治不确定性持续存在，住宅和建筑业仍保持成长势头，成长6.9%。预计2025年，该产业将成长4.3%至8.6%，这得益于对房地产技术解决方案、智慧家庭解决方案、永续气候控制系统以及数据主导的建筑优化策略日益增长的需求。人工智慧、物联网和自动化的应用持续加速，重塑智慧建筑解决方案和建筑管理。

儘管成长强劲，但该行业仍面临持续的挑战，包括建筑运维成本上升、人工智慧整合的复杂性、建设计划延误、劳动力短缺、市场波动等。此外，包括川普政府的反气候立场在内的地缘政治不确定性，对北美清洁能源进步和永续性努力构成了潜在障碍。

Frost & Sullivan 的《2025 年全球住宅与建筑展望》对照明、关键建筑材料、设施管理、智慧楼宇管理、智慧家庭和施工管理等关键产业的预测和机会进行了全面的分析。该报告提供了对北美、欧洲、亚太地区和世界其他地区的区域洞察，重点关注服务创新、人工智慧的发展、资料中心产业的成长以及不断发展的建筑技术格局。

该行业的一个重大变化是人工智慧代理在基于SaaS的建筑管理和建筑运营中的出现，这将重新定义效率和自动化。此外，智慧家庭产业正在从硬体主导模式转向基于订阅的生态系统，从而实现更高的用户个人化。其他值得关注的发展包括人工智慧主导的预测性能源管理、整合楼宇智慧平台、互联暖通空调解决方案，以及机器人和自动化在永续建筑中日益重要的角色。

目录

分析范围和重点

• 分析亮点
• 研究范围
• 产业挑战
• 2024年全球住宅与建筑业：预测与实际结果
• 全球住宅和建筑业收益
• 2025年主要预测

策略要务

• 为何成长变得越来越困难？
• The Strategic Imperative 8
• 三大策略要务对全球住宅及建筑业的影响

成长环境

• 分割
• 定义细分
• 成长指标

2025年收益趋势

• 预测假设
• 各部门收益预测
• 各地区收益预测

2025年住宅及建筑业预测

• 十大关键预测
• 预测1：AI代理将重新定义基于SaaS的建筑管理和建筑运营
• 预测二：这家消费性电子巨头将提供由人工智慧主导的个人化智慧家居体验
• 预测三：人工智慧将实现家庭能源管理的直觉预测与自动化
• 预测四：统一楼宇智慧平台将统一业务生产力与设施营运
• 预测五：连网暖通空调和承包售后市场服务模式将协助脱碳
• 预测六：资料中心将推动物联网驱动的暖通空调和能源效率机会
• 预测七：智慧家庭产业将从以硬体为中心转向以订阅主导的生态系统
• 预测8：建设产业
• 预测9：身临其境型XR解决方案将增强施工管理的协作与效率
• 预测10：建筑机器人和自动化将加速永续和安全的建筑实践
• 影响评估矩阵：预测，2025年

2025年住宅与建筑业细分市场展望

• 照明
• 重要建筑设施
• 智慧楼宇管理
• 智慧家庭
• 设施管理
• 施工管理

2025年主要企业

• 顶尖人才与新兴创新者
• Carrier
• Planon
• Signify
• ABB Robotics & Discrete Automation
• Aprecomm
• Procore
• Prominance

2025年区域展望

• 北美洲
• 欧洲
• 亚太地区
• 其他地区

成长机会宇宙

• 成长机会1：人工智慧驱动的能源管理、营运与维护
• 成长机会二：人工智慧代理驱动的服务创新
• 成长机会3：资料驱动的施工管理解决方案

结论

• 结论与未来展望

澄清和后续步骤

• 成长机会的益处和影响
• 后续步骤Next steps
• 附件列表
• 免责声明

AI Agents, Service Innovations, and Decarbonisation Imperatives to Drive Industry Transformation

The homes and buildings industry maintained its growth momentum in 2024, recording a 6.9% expansion despite ongoing economic and geopolitical uncertainties. In 2025, the industry is projected to grow within a range of 4.3% to 8.6%, driven by increasing demand for property technology solutions, smart home solutions, sustainable climate control systems, and data-driven building optimization strategies. The adoption of AI, IoT, and automation continues to accelerate, reshaping intelligent building solutions and construction management.

Despite strong growth, the industry faces persistent challenges, including rising building O&M costs, AI integration complexities, construction project delays, labour shortages, and market volatility. Additionally, geopolitical uncertainties-including the Trump administration's anti-climate stance-pose potential roadblocks to clean energy progress and sustainability initiatives in North America.

Frost & Sullivan's 2025 Homes and Buildings Outlook delivers a comprehensive analysis of key industry predictions and opportunities, covering lighting, critical building equipment, facility management, smart building management, smart homes, and construction management. The report provides regional insights for North America, Europe, Asia-Pacific, and the Rest of the World, with a focus on service innovations, AI evolution, growth in data center segment, and the evolving construction technology landscape.

A major industry shift is the emergence of AI agents in SaaS-based construction management and building operations, which is poised to redefine efficiency and automation. Furthermore, the smart home industry is transitioning from a hardware-driven model to a subscription-based ecosystem, enhancing user personalization. Other notable developments include AI-driven predictive energy management, unified building intelligence platforms, connected HVAC solutions, and the growing role of robotics and automation in sustainable construction.

Table of Contents

Analysis Scope and Highlights

• Analysis Highlights
• Research Scope
• Industry Challenges
• The 2024 Global Homes and Buildings Industry: Forecast vs. Actual
• Global Homes and Buildings Industry Revenue
• Top Predictions for 2025

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8
• The Impact of the Top 3 Strategic Imperatives on the Global Homes and Buildings Industry

Growth Environment

• Segmentation
• Segments Definition
• Growth Metrics

Revenue Trends, 2025

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

Homes and Buildings Industry Predictions, 2025

• Top 10 Predictions
• Prediction 1: AI Agents to Redefine SaaS-based Construction Management and Building Operations
• Prediction 2: Home Appliance Giants to Lead the Charge in Delivering AI-driven Personalized Smart Home Experience
• Prediction 3: AI to Enable Intuitive Prediction and Automation in Home Energy Management
• Prediction 4: Unified Building Intelligence Platform to Integrate Business Productivity with Facility Operations
• Prediction 5: Connected HVAC and Turnkey Aftermarket Service Models Gain Momentum for Decarbonization
• Prediction 6: Data Center to Fuel IoT-enabled HVAC and Energy Efficiency Opportunities
• Prediction 7: The Smart Homes Industry is Shifting from a Hardware-centric to a Subscription-driven Ecosystem
• Prediction 8: Construction Workforce Management Tools to Tackle Global Labor Shortages in the Construction Industry
• Prediction 9: Immersive XR Solutions to Enhance Collaboration and Efficiency in Construction Management
• Prediction 10: Construction Robotics and Automation to Accelerate Sustainable and Safe Construction Practices
• Impact Assessment Matrix: Predictions 2025

Homes and Buildings Industry Segment Outlook, 2025

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

Companies to Action, 2025

• Top Performers and Emerging Innovators
• Carrier
• Planon
• Signify
• ABB Robotics & Discrete Automation
• Aprecomm
• Procore
• Prominance

Regional Outlook, 2025

• North America
• Europe
• APAC
• Rest of World

Growth Opportunity Universe

• Growth Opportunity 1: AI-driven Energy Management, Operations and Maintenance
• Growth Opportunity 2: AI Agents-driven Service Innovations
• Growth Opportunity 3: Data-driven Construction Management Solutions

Conclusions

• Conclusion and Future Outlook

Appending & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer