2020年消费电子行业分析报告

2020 年消费电子行业分析报告 2020 年 7 月
Baidu Nhomakorabea
正文目录
1 消费电子新风口，TWS 销量高涨 .......................................................................................................................................5 1.1 AIRPODS 助力无线耳机，TWS 成新宠 .................................................................................................................................5 1.2 竞争格局分散，逐渐向手机厂商集中.................................................................................................................................6 1.3 TWS 产品丰富，价格下沉迅速 ............................................................................................................................................7 1.4 TWS 耳机需求人群广泛，智能手机为其最佳使用伙伴.....................................................................................................9
2 数据模型揭秘 TWS 增长空间..............................................................................................................................................9 2.1 预测重要假设 ........................................................................................................................................................................9 2.2 模型预测出货量 ..................................................................................................................................................................10 2.3 敏感性分析 ..........................................................................................................................................................................12
3 消费需求与技术迭代共振..................................................................................................................................................12 3.1 消费需求驱动技术进步.......................................................................................................................................................12 3.2 技术迭代匹配消费者需求 ..................................................................................................................................................13 3.2.1 降噪成 TWS 主流趋势 ................................................................................................................................... ..............13 3.2.2 蓝牙底层协议再更新，芯片方案接近真无线 ...........................................................................................................14 3.2.3 电源管理与电池容量保障续航 ...................................................................................................................................16
4 产业链及公司分析.............................................................................................................................................................18 4.1 拆机一览透视产业链 ..........................................................................................................................................................18 4.2 歌尔股份 ..............................................................................................................................................................................19 4.3 立讯精密 ..............................................................................................................................................................................20 4.4 漫步者 ............................................................................................................................. .....................................................22 4.5 恒玄科技 ..............................................................................................................................................................................23 4.6 兆易创新 ..............................................................................................................................................................................25