坚固型手持式电脑及智慧型手机的全球市场

本报告涵盖了用于支援企业业务应用的坚固型手持电脑、坚固型智慧型手机和消费级智慧型手机的整体市场机会。报告按地区、国家、行业、部署环境、坚固性、作业系统和显示器尺寸提供了市场规模和预测。该报告还为市场参与者提供了策略洞察，探讨了推动企业行动投资的当前商业和技术趋势，并评估了竞争格局。

在本报告被刊登的组织

主要调查结果

• 随着低价市场规模的扩大，坚固型手持终端市场正面临越来越大的价格压力。此外，来自其他设备（例如通常使用基于软体的扫描应用程式的消费性智慧型手机和平板电脑）的竞争，进一步影响了该产品细分市场的市场结构。
• Android 的一个关键课题是永无止境的升级週期。原始设备製造商 (OEM) 和独立软体供应商 (ISV) 已在企业级支援基础设施方面投入巨资，以协助企业管理其设备。然而，他们在测试应用程式向后相容性以及维护支援以满足每次作业系统更新的安全合规性要求方面面临着巨大的负担。
• 儘管支援和维护需求逐渐下降，但一些公司（主要是工业物流领域）仍在使用老旧的 Windows CE 设备来延长现有设备的使用寿命。 然而，未来几年内，这些老旧设备将需要更换。 VDC 估计，截至 2024 年底，目前正在使用的 Windows CE 手持式电脑的数量。
• 预计未来三年坚固型手持式电脑市场的成长将受到运输/物流和零售业的大量投资的推动。这两个行业不仅是当今最大的行业细分市场，而且预计也是未来五年成长最快的领域之一。
• 安全性是企业行动技术现代化的主要障碍，也是 IT 和现场营运之间经常产生误解的根源。复杂的安全策略通常会影响员工的可用性，而身分验证问题通常会对服务台造成负担。
• 人工智慧是大多数坚固型设备原始设备製造商 (OEM) 及其客户关注的关键领域。各组织正在采用不同的生成式人工智慧 (Generative AI) 策略，在正确的时间做出正确的选择将成为关键的竞争优势。
• 对于坚固型行动技术用户来说，永续性比以往任何时候都更加重要。为了吸引更多客户，原始设备製造商 (OEM) 正在加强其环保措施。这些措施包括环保包装、使用再生塑胶和天然材料、以环保的方式处理废弃物以及提高能源效率。生态设计法规正在开始实施，这迫使坚固型设备供应商进一步延长产品生命週期，并寻找新的方法来使自己与消费级坚固型设备区分开来。
• 在苹果、三星和谷歌积极进军企业行动领域的推动下，消费级智慧型手机在企业中发展势头强劲。它们熟悉的介面、直觉的使用者介面和广泛的生态系统，使其成为零售、医疗保健和交通运输等行业 IT 部门和现场工作人员的理想选择。

目录

该报告的内容

本报告涵盖了哪些问题？

本报告的目标读者是谁？

该报告重点介绍的组织

摘要整理

全球市场概要·预测

• 全球市场
• 影响坚固型手持装置及智慧型手机市场的重大变化
• 关注的永续性
• AI的策略性有效利用

地区预测

• 南北美洲
• 欧洲·中东·非洲
• 亚太地区

预测:各产业

• 运输·物流
• 零售服务
• 现场服务
• 医疗服务
• 公共安全
• 竞争情形

业者简介:坚固型手持移动式电脑

• Bluebird
• Datalogic
• Honeywell
• Newland AIDC
• Unitech
• Urovo
• Zebra Technologies

业者简介:坚固型智慧型手机

• Kyocera
• Samsung
• Spectralink

关于作者

关于VDC Research

相关资料

Inside this Report:

This report covers the overall market opportunity for rugged handheld computers, rugged smartphones, and consumer-grade smartphones used to support enterprise line-of-business applications. It includes market sizing and forecasts by region, country, industry, application environment, ruggedness, OS, and display size. The report provides market participants with strategic insights, discussing current commercial and technical trends driving enterprise mobility investments and assessing the competitive landscape.

What Questions are Addressed?

• What is the outlook for rugged handheld computers and smartphones used for enterprise and government mobility applications?
• What is the relative opportunity by regional market, industry, and application?
• How is the use of consumer devices/smartphones impacting the opportunity for purpose-built solutions? How do rugged OEMs differentiate from competitors as eco-design legislation pushes for longer life span, more durable consumer phones?
• How is the competitive landscape evolving as the market matures? What is the impact of lower-cost Asia brands as they expand beyond their home country markets?
• How do mobile device requirements align with specific vertical markets and applications?
• How will AI be used to support workflows through rugged handheld mobile computers and smartphones? What is the demand for true on-device AI capabilities?
• What is the demand for 5G enabled devices and private cellular? How are connectivity requirements evolving for enterprise mobility solutions?
• What steps are OEMs taking to appeal to customers seeking sustainable solutions?
• How are tariffs and economic uncertainty impacting the market from a vendor performance and ASP perspective? How are OEMs adapting to increased demand for mid and low tier devices?

Who Should Read This Report?

The target audience for this report is decision-makers with marketing, sales, product development, and/or partner development functional responsibilities within mobile device OEMs; organizations distributing, reselling, and/or integrating enterprise mobility solutions in addition to enterprise mobility investment decision makers.

Organizations Listed in this Report:

Executive Summary

OEMs overcame key challenges in 2024 related to channel partners' destocking after taking on excess inventory to counter market volatility and supply chain disruptions. Demand from Teir 1 customers, especially in retail and logistics, returned after upgrades were pushed in 2023. In 2025 and looking ahead to 2026, Tier 1 refreshes are expected to continue driving strong growth in the market. Economic uncertainty and global conflict may have an impact on investments contributing to a slower resurgence, but large deals for 2025 and 2026 are expected to proceed as planned.

Rugged smartphones and handheld computers share a lot of commonalities from a technology stack perspective but historically support differing workflows in enterprise and government. While some workflows overlap, rugged smartphones tend to align with field-based applications that require cellular connectivity. In addition, rugged smartphones align well with PTT-centric use cases in sectors like public safety, field service, construction, energy, and delivery services. Conversely, rugged handheld computers widely support data-capture centric use cases in segments like logistics, delivery services, retail, and manufacturing.

Large deal activity will drive growth in the rugged handheld computer market through 2027, as organizations look to refresh their aging installed base. Giant retail and logistics customers demand tens or even hundreds of thousands of mobile devices during a refresh cycle and heavily influence the overall market when they occur. While many refreshes happen on a rolling basis, massive volumes are still deployed concurrently driving significant revenue growth for the leading vendors fulfilling those orders. Typically, large deals like those expected in the coming years are negotiated at a lower price than smaller deployments, so we might expect the overall market ASP to decrease as a result. Despite this, uncertainty around tariffs is prompting rugged handheld computer vendors to increase their ASPs. While rugged handheld computers are currently exempt from tariffs (electronics exemptions), many accessories and other adjacent technologies are not, and these rules could seemingly change at a moment's notice. Regardless of the uncertainty, vendors profits will certainly be impacted, production will be shifted from China to other global locations, and pricing increases and adjustments will be necessary. Most of the leading rugged handheld computer vendors have already announced general or specific plans to increase pricing and those that have not are expected to follow this trend.

In addition to special-purpose ruggedized handheld computers, enterprises are leveraging general-purpose smartphones for various line of business workflows. This represents a combination of low end/entry class smartphones and flagship devices from the leading smartphone OEMs. Apple and Samsung have been the most active of the large smartphone OEMs in the enterprise space, but Google is beginning to penetrate the market with its Google Pixel line as well. Consumer-grade smartphones are being deployed to support line of business applications across retail, healthcare, transportation, public safety, defense, utilities, and other market segments. These consumer-grade devices are frequently accessorized to create more functional enterprise solutions and are leveraging more advanced software-based scanning solutions to directly challenge special-purpose ruggedized handheld computers with dedicated integrated scanning capabilities.

Key Findings:

• Pricing pressure in the rugged handheld computer market continues to mount as the value-tier segment of the market expands. In addition, competition from consumer smartphones - often leveraging software-based scanning applications - and other form factors such as tablets is further challenging the dynamics of this product segment.
• A key challenge with Android is its persistent upgrade cycle merry go round. While OEMs and ISVs have invested significantly to provide customers with the necessary enterprise support frameworks to manage their devices, the support required to regression test application and address security compliance requirements with each OS update represents a key challenge.
• Despite receding support and maintenance options, some organizations (mostly in industrial logistics environments) will continue to use legacy Windows CE- powered devices extending the life of the installed base. Within a few years these device fleets will need to be updated. At the end of 2024, VDC estimated the installed base of legacy Windows CE- powered handheld computers
• Growth in the rugged handheld computer market will be driven by large investments in the transportation/logistics and retail sectors over the next three years. These two sectors not only represent the largest verticals in the market today but are also among the fastest growing over the five-year forecast period.
• Security is a key barrier for many enterprise mobility modernization efforts and represents a frequent disconnect between corporate IT and operations. Cumbersome corporate security mandates often create employee friction and poor user experiences burdening service desks with access authentication issues.
• Artificial Intelligence (AI) is a point of emphasis for most rugged OEMs and their customers. Organizations are adopting diverse strategies for generative AI (genAI) and making the right choices at opportune times will provide a significant competitive edge.
• Sustainability has never been more important to consumers of rugged mobile technology. OEMs are boosting eco-friendly practices to appeal to more customers. Initiatives include green packaging, use of recycled plastics and organic materials in electronics, environmentally conscious disposal, and improved energy efficiency. As eco-design legislation begins to take effect, rugged vendors will need to further extend mobile device life cycles and find other ways to differentiate from more ruggedized consumer grade devices.
• Consumer-grade smartphones are increasingly being adopted in enterprise environments, driven by the aggressive positioning of Apple, Samsung, and Google in the business mobility space. Their familiarity, intuitive user interfaces, and broad ecosystem support make them appealing options for both IT decision-makers and frontline workers across retail, healthcare, transportation, and other industries.

Table of Contents

Inside this Report

What Questions are Addressed?

Who Should Read This Report?

Organizations Listed in this Report

Executive Summary

• Key Findings

Global Market Overview and Forecast

• Global Market
• Major Shifts Impacting the Rugged Handheld Computer and Rugged Smartphone Landscapes
• Sustainability in the Spotlight
• The Strategic Use of Artificial Intelligence (AI)

Regional Forecasts

• The Americas
• Europe, The Middle East, and Africa (EMEA)
• Asia-Pacific (APAC)

Forecasts by Vertical

• Transportation & Logistics
• Retail Services
• Field Services
• Healthcare Services
• Public Safety
• Competitive Landscape

Vendor Profiles: Rugged Handheld Mobile Computers

• Bluebird
• Datalogic
• Honeywell
• Newland AIDC
• Unitech
• Urovo
• Zebra Technologies

Vendor Profiles: Rugged Smartphones

• Kyocera
• Samsung
• Spectralink

About the Authors

About VDC Research

About

List of Exhibits

• Exhibit 1: Global Shipment Forecasts for Rugged Handheld Mobile Computers (Millions USD)
• Exhibit 2: Global Shipment Forecasts for Rugged Handheld Mobile Computers (Units)
• Exhibit 3: Global Shipment Forecasts for Rugged Smartphones (Millions USD)
• Exhibit 4: Global Shipment Forecasts for Rugged Smartphones (Units)
• Exhibit 5: Global Shipment Forecast for Rugged Handheld Computers by Cellular Activation (Units)
• Exhibit 6: Current and Forecast Global Total Rugged Handheld Shipment by Operating System (Units)
• Exhibit 7: Level of consideration for EPEAT certification by retail, transportation/logistics, manufacturing, public safety, field service, healthcare, and warehousing organizations.
• Exhibit 8: Does your organization intend to purchase devices with dedicated NPUs to support on-device AI processing capabilities?
• Exhibit 9: Americas Shipment Forecasts for Rugged Handheld Mobile Computers and Smartphones (Millions USD)
• Exhibit 10: EMEA Shipment Forecasts for Rugged Handheld Mobile Computers and Smartphones (Millions USD)
• Exhibit 11: APAC Shipment Forecasts for Rugged Handheld Mobile Computers and Smartphones (Millions USD)
• Exhibit 12: Global Forecasts for Rugged Handheld Mobile Computers and Smartphone Shipments to Transportation/Logistics Sector (Millions USD)
• Exhibit 13: Leading Priorities Driving Mobile Solution Investment in Transportation/Logistics Solutions
• Exhibit 14: Global Forecasts for Rugged Handheld Mobile Computers and Smartphone Shipments to Retail Sector (Millions USD)
• Exhibit 15: Leading Priorities Driving Mobile Solution Investment in Retail Solutions
• Exhibit 16: Global Forecasts for Rugged Handheld Mobile Computers and Smartphone Shipments to Field Service (Millions USD)
• Exhibit 17: Leading Priorities Driving Mobile Solution Investment in Field Service Solutions
• Exhibit 18: Global Forecasts for Rugged Handheld Mobile Computers and Smartphone Shipments to Healthcare (Millions USD)
• Exhibit 19: Leading Priorities Driving Mobile Solution Investment in Healthcare Solutions
• Exhibit 20: Global Forecasts for Rugged Handheld Mobile Computers and Smartphone Shipments to Public Safety (Millions USD)
• Exhibit 21: Technical Solutions of Strategic Importance to Public Safety Organizations
• Exhibit 22: 2023 to 2024 Global Rugged Smartphone Market Share (Millions USD)
• Exhibit 23: 2023 to 2024 Global Rugged Handheld Mobile Computer Market Share (Units)
• Exhibit 24: 2023 to 2024 Global Rugged Smartphone Market Share (Millions USD)
• Exhibit 25: 2023 to 2024 Global Rugged Smartphone Market Share (Units)