智慧家庭设备的市场前景：游戏机、电视、智慧音箱（2024 年）

游戏机供应不足的问题逐渐缓解，延后的市场需求提振了2023年游戏机的销售量。 不过，考虑到全球经济的不稳定，我们认为，如果2023年第四季经济环境和消费市场需求有所改善，游戏机买家将推迟更新设备至2024年。 对于2023年电视的发展趋势，重点在于提高规格和扩展功能。 到 2024 年，我们预计将转向更大尺寸，与智慧家庭加强协作，并透过人工智慧提高显示效能。 最后，考虑到目前智慧音箱领域的局限性，2024年的发展重点将是Matter标准对智慧家庭连接的影响，以及生成式AI是否可以进一步增强语音助理的能力。 。

本报告分析了全球智慧家庭设备（游戏机、电视、智慧音箱）市场的最新状况和未来前景，并总结了对行业利益相关者的建议。

目录

第1章游戏机

（一）全球游戏机市场现况及未来展望

(2) 大型科技公司透过云端串流进入手持游戏机市场：持续的设备优化和内容成长预计（2024 年）

（3）Netflix以用户基础和IP优势开始试营运游戏串流服务

第 2 章电视

（一）全球电视市场现况及未来前景

（二）主要电视品牌及其主要产品分析

第3章智慧音箱

（一）全球智慧音箱市场现况及未来展望

（2）随着Matter 1.2标准的发布，互通性将决定智慧音箱在智慧家庭生态系统中的重要性

（3）生成式人工智慧增强语音助理并增加智慧音箱附加价值的可能性

第 4 章 TRI 的观点

（一）游戏主机市场稳定：云端串流推广手游、电玩平台游戏业务发展

(2) 大型运动赛事带动电视出货量预期成长：电视市场主要趋势（显示器尺寸增大、弹性导入、人工智慧等）

（3）智慧音箱市场萎缩趋势延续：需依赖Matter标准与AI提升相关产品的范围与附加价值

As the undersupply issues with game consoles had gradually eased, the deferred market demand drove up the sales of game consoles in 2023. However, considering the instability of the global economy, if the economic environment and consumer market demand did improve in the fourth quarter of 2023, it would cause console buyers to postpone the upgrading of their devices in 2024. Regarding the trends in the development of TVs in 2023, the focus was on improving the specifications and expanding the functionalities of TVs. In 2024, it is expected that there will be a shift towards larger sizes, further smart home integration, and AI-enabled enhancement of display performance. Finally, in the realm of smart speakers, due to current limitations, the development focus in 2024 will be on the influence of the Matter standard on smart home connectivity and whether generative AI can further enhance the capability of voice assistants.

Table of Contents

1. Game Consoles

(1) Current Status and Future Prospects of the Global Game Console Market

(2) Tech Giants Are Entering the Handheld Console Market via Cloud Streaming; Continuous

Device Optimization and Content Growth Are Expected in 2024

(3) Netflix Launches Game Streaming Service Testing, Leveraging User Base and IP Advantages

2. TVs

(1) Current Status and Future Prospects of the Global TV Market

(2) Analysis of Major TV Brands and Their Key Offerings

3. Smart Speakers

(1) Current Status and Future Prospects of the Global Smart Speaker Market

(2) With the Release of the Matter 1.2 Standard, Interoperability Has Become a Key Factor in

Determining the Importance of Smart Speakers within the Smart Home Ecosystem

(3) Generative AI Empowers Voice Assistant and Has the Potential to Increase Added Value of Smart Speakers

4. TRI's View

(1) Gaming Console Market Strive for Stability, and Cloud Streaming Will Drive Development of Handheld Consoles and Gaming Services on Video Platforms

(2) TV Shipments Are Projected to Grow Due to Major Sporting Events, and Key Trends in Development of TVs Include Larger Display Size, Flexible Deployment and AI

(3) Smart Speaker Market Continues to Shrink and Will Have to Rely on the Matter Standard and AI to Strengthen Applications and Added Value for Related Products