TP-LINK Archives - Counterpoint - 华体会体育娱乐平台

India’s Smart Home Security Camera Shipments Up 48% YoY in Q1 2023

More than 75% of the cameras sold in Q1 2023 were below INR3,000, with INR1,500-INR2,000 most popular (28%).
Indian brands now command two-thirds of the Indian smart security camera market.
CP Plus, Xiaomi and EZVIZ ranked first, second and third, respectively, in Q1 2023.
Three of the top five best-selling models were from CP Plus

New Delhi, Beijing, Hong Kong, Boston, Toronto, London, Taipei, Seoul – June 14, 2023

India’s smart home security camera shipments grew 48% YoY in Q1 2023 (January-March), according to the latest research from Counterpoint’sSmart Home IoT Service. During the period, there was a strong increase in demand for home surveillance products as offices began reopening for working professionals. In Q1 2023, the average selling price of smart security cameras declined considerably YoY, with theINR1,500-INR 2,000 price rangeemerging as the most popular.

Commenting on the trend,Research Analyst Varun Guptasaid, “Safety and security of homes have become a prime concern for most Indian households, which led to an increase in demand for smart security cameras and strong growth inshipmentsduring the quarter. The industry has integrated AI into the devices to provide capabilities such as intrusion detection and motion detection, making household surroundings more secure. These functions have become more accessible in lower-cost cameras, driving overall demand. The shipment share of the INR1,500-INR2,000 price band jumped to28%in Q1 2023 from3%in Q12022. A decline in cost of components, especially those of memory and Wi-Fi chipsets, have led to a decline in the overall ASP.”

Note: Figures may not add up to 100% due to rounding

Guptaadded, “The market remains consolidated. The top three brands took a combined market share of67%in Q1 2023, with home-grown company CP Plus taking the top spot. Chinese brands, such as Xiaomi and EZVIZ, faced strong competition in the market due to the growth of existing and emerging players. TP-Link also launched smart cameras via its sub-brand Vigi to offer differentiated products to Small and Medium Businesses. Smart security cameras are becoming more popular among small retailers and enterprises due to their ease of use and minimal cost of ownership.”

Commenting on the overall market,Senior Research Analyst Anshika Jainsaid, “Indian brands now command nearly two-thirds of the Indian smart security camera market, with more than60%of the products being manufactured in India. The market continues to perform well on online platforms and there has been a significant increase in the offline channels as well, with shipments exceeding40%for the second consecutive quarter in Q1 2023. This indicates steady growth in the offline retail channels.”

Market Summary

CP Plusby Aditya Infotech cemented its leadership position with3x YoY出货量的增长在2023年第一季度,这帮助它pture a45%market share. It launched several cameras in Q1 2023, particularly in 3MP and 4MP sizes. CP Plus was the top domestic manufacturer of smart security cameras with a71%share. It has focused on making its products more affordable to consumers mostly via the offline retail market.
Xiaomiranked second with a12%market share as its shipments fell29% YoYin Q1 2023 mostly due to higher inventory levels and seasonal decline.Xiaomi’s Home Security Camera 2i was its best-selling model and second-best-selling camera model in the overall market.
EZVIZby Hikvision ended Q1 2023 at the third spot with a10%share. Its shipments declined38% YoYdue to the aggressive pricing by competitors. It has focused more on offering made-in-India cameras to consumers with the C6N as the brand’s best-selling model. EZVIZ offers a wide variety of products and primarily focuses on cameras priced at >INR3,000.
Tapoby TP-Link doubled its shipments YoY and captured the fourth spot with a9%share. Although the brand has mostly focused on online retail channels, its visibility in the offline retail channels has also improved, especially in the large format stores. C210 was the brand’s bestseller in Q1 2023.
Quboby Hero Electronix grew19% YoYand climbed to the fifth position with a5%market share. It has focused on offering affordable indoor cameras, especially in the INR2,000-INR2,500 price band, while also aiming to improve product visibility in the offline retail channels. The Smart Cam 360 indoor camera was the brand’s best-performing model.

Other Emerging Brands

Imouby Dahua Technologies fell38% YoYmostly due to its lower popularity compared with other brands and poor visibility in the offline retail channels. Its Ranger series of cameras contributed to more than60%of its total shipments.
Kentgrew marginally YoY in Q1 2023. It has focused on offline and online retail channels and has been a trusted water purifier brand for several years. All its cameras are manufactured in India, and we expect Kent to add more cameras to its portfolio this year.
realmetook a spot in the top 10 list in Q1 2023. However, it suffered an18% YoYfall during the quarter, mostly due to a seasonal decline indemandfor its cameras.
Airtelhas been one of the latest entrants in this space and is the only brand to offer cloud storage as a service. It aims to build on its existing brand presence to penetrate tier-1 and tier-2 cities.
Zebronicsgrew significantly in Q1 2023 as it aims to offer affordable products to consumers and small retailers.

Background

Counterpoint Technology Market Research is a global research firm specializing in products in the TMT (technology, media, and telecom) industry. It services major technology and financial firms with a mix of monthly reports, customized projects, and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.

Analyst Contacts

Varun Gupta

Anshika Jain

Folllow对比研究

press(at)www.arena-ruc.com

Top 10 IoT Announcements at CES 2023

At the first full-fledgedCESevent after the pandemic, the excitement was palpable. Theeventdid not disappoint in terms of the variety of announcements across the internet of things (IoT) spectrum. Our teams, both on-ground and online, tracked over 260 announcements made by over 240 companies covering a range of segments across consumer, enterprise and industrial.

设备形成的最受欢迎的类别,用力推ee out of every five announcements relating to this segment. As expected, the consumer and smart home sectors took center stage, but it was intriguing to see new launches in industry segments such as agriculture. Additionally, smart home, metaverse, augmented reality, healthcare and robotics were among the most talked about segments, attracting large crowds.

Here are the top 10 IoT announcements from this year’s CES, according to Counterpoint analysts:

1.Wi-Fi:MediaTek launches Genio 700, Wi-Fi 7 products

MediaTek introduced the Genio 700 IoT chipset targeting industrial, smart home and smart retail applications. This chipset will be available by Q2 2023. MediaTek also showcased Wi-Fi 7-supported products like gateways, mesh routers,televisions, streaming devices, smartphones, tablets and laptops partnering withTP-Link,Lenovo, Hisense, ASUS, BUFFALO INC, Skyworks, AMD, Qorvo, LitePoint and MAC MLO among others.

MediaTekis slowly diversifying its offerings beyond smartphones. The availability of products with superior capabilities and increased partnerships will help MediaTek increase its footprint in the IoT market.

2.Smart Home:TP-Link expands Tapo smart home products

TP-Link unveiled new products under its Tapo line of smart home devices. These new additions include cameras, a doorbell camera, a smart video door lock, robot vacuums and a smart hub home connection center. Besides, the company also launched its first Matter-certified smart plugs, smart switches, smart outlet extenders and smart bulbs. The launch of these products at CES 2023 highlights TP-Link’s focus on expanding and diversifying its offerings in the smart home market.

The company’s adoption of the Matter protocol for its Tapo and Kasa lines of smart home products shows its commitment to making smart home technology more accessible and user-friendly.

In addition to the smart home products, TP-Link also showcased Wi-Fi 7-supported router and gateway solutions for use in homes, enterprises and ISPs. The integration of Wi-Fi 7 will improve the gaming experience, as well as increase productivity in enterprise applications.

3.Asset Tracking:Pod introduces paper-thin tracker with SODAQ, Lufthansa

Pod Group, in partnership with SODAQ and Lufthansa Industry, has developed a paper-thin smart labeltrackingdevice that utilizes low-power cellular connectivity (LTE-M) for a battery life of up to six months. This sustainable, eco-friendly device uses alkaline batteries instead of lithium and has the potential to revolutionize the tracking and logistics industry by improving supply chain efficiency and reducing operational costs.

类似的努力与沃达丰(Vodafone)和拜耳SODAQ utilizing NB-IoT technology have been observed, but the use of Low Power Wide Area Network (LPWAN) may be more beneficial as it targets a wider range of telecommunications operators.

4.Sensor:Bosch showcases sensor technology

Bosch Group subsidiary Bosch Sensortec presented a variety of new sensors at CES 2023. These offerings include an AI-enabled smart sensor system, magnetometer, barometric pressure sensor, and an air quality sensor. These sensors demonstrate advancements in power efficiency, accuracy and compact size, and aim to enhance the user experience by tracking personal health and fitness, providing accurate data and prolonging battery life.

Bosch has been a leading manufacturer of micro-electromechanical system (MEMS) sensors since 1995 and has produced over 18 billion units to date. It is also investing in quantum sensors, which can provide measurements that are significantly more precise than current MEMS sensors and enable more accurate diagnosis of neurological diseases. Additionally, the company is developing angular rate sensors that use the nuclear magnetic resonance of noble gas atoms and are optically pumped. These could prove to be highly precise and stable for navigation applications. Bosch believes that sensors will play a key role in IoT and continues to make investments in this area.

5.Modules:Quectel enables satellite connectivity, strengthens automotive module portfolio

Quectel is partnering with Skylo to integrate satellite connectivity into its 5G-ready BG95x/BG77x series of LPWA modules. This hybrid connectivity solution improves network coverage and makes it ideal for a variety of applications, such as trackers, wearables, smart cities and smart meters. Low-earth orbit (LEO) satellites are going to be a key for the non-terrestrial networks (NTN) coming up in 3GPP Rel17/18 in addition to the high-altitude platform system (HAPS).

Quectel also launched the AG59X series of automotive-grade5G modulesbased on Qualcomm’s SA525M platform to supportautonomous driving. The company has strong partnerships with Chinese automakers such as Li Auto, Nio and BYD, and this module will further strengthen its efforts to increase share in the automotive connectivity market.

6.AR/VR:Thundercomm unveils XR2 VR HMD, 5100 AR glasses and smart vending machine

Thundercomm, a joint venture between Thundersoft and Qualcomm, unveiled a VR HMD solution based on the Snapdragon XR2 platform and AR glasses based on the Snapdragon W5 platform. These products will not only provide flagship experience but also offer low power consumption, higher resolution and more wear comfort. The AR/VR space is heating up with the increased participation from leading technology and smartphone players such as Meta, Apple, HTC and Google. However, an early entry can be beneficial for Thundercomm.

The newly launched smart vending machine will help increase operational efficiencies for retailers. Moreover, this solution will improve the shopping experience and further extend retailers’ reach. Thundercomm is expanding its product lines to capture maximum value from both the consumer and enterprise IoT markets.

7.Robotics & Drones:Autel Robotics showcases EVO Max 4T drone

Autel Robotics has unveiled a new drone, the EVO Max 4T, which is capable of a variety of applications such as autonomous navigation, semi-autonomous flight missions, firefighting, and inspections. It is equipped with three high-quality cameras, capable of capturing footage from a distance of 1.2 km. Autel has also released the Dragonfish NEST infrastructure, which supports automated eVTOL systems, and the EVO NEST infrastructure, which can operate in all weather conditions.

Drones and eVTOLs will see higher adoption in the future with better efficiency in power consumption, security improvements and better regulatory compliances. These innovations will help Autel increase its presence in the enterprise market and remain competitive with companies like DJI.

8.Industrial IoT:改善工业sens ZVISION伙伴NVIDIAing

ZVISION, a provider of solid-state MEMS LiDAR solutions, is working with NVIDIA to use its robotics simulation platform Isaac Sim to develop advanced robot sensing capabilities and provide high-performance LiDAR solutions.

In Industry 4.0, robotics and simulation will play a key role. Its partnership withNVIDIAwill allow ZVISION to expand its applications beyond vehicles, while also reducing costs and speeding up time-to-market for companies undergoing digital transformation. ZVISION offers both short- and long-range LiDAR options that can be tailored to various applications.

9.Platform:Tuya pushes PaaS 2.0, Cube for digital transformation

Tuya officially launched PaaS 2.0 to develop personalized solutions to fulfill global customers’ demands for “product differentiation and independent control”. For private cloud customers, it also unveiled Cube, an enterprise-levelIoT platformdeployment solution.

PaaS 2.0 is a unique innovation that can assist customers in reducing R&D costs and increasing product competitiveness. Tuya is focusing on public and enterprise cloud applications which are dominated by big cloud players like Alibaba cloud and Tencent cloud.

10.Healthcare:OMRON launches blood pressure monitor with ECG

OMRON introduced a new upper-arm blood pressure monitor with built-in ECG capabilities. This device aims to facilitate the early detection of heart disease by combining blood pressure monitoring and ECG technology. Utilizing home-monitored data, healthcare professionals will be able to provide early treatment and detect Atrial Fibrillation (AFib) at an early stage.

The company also announced the expansion of its digital healthcare apps with new features, such as the Personal Heart Health Coach and the Care Team within the OMRON Connect app. These new features will utilize AI technology to analyze vital data and provide patients with personalized guidance and exercise advice. OMRON’s innovative solution, leveraging technologies like AI, ML andIoT,将有助于healthcare professionals to better understand patient data through analysis.

Conclusion

CES 2023 has provided ample food for thought for industry executives. Each of the announcements made at the event has significant implications for the direction of the industry. For example, the satellite-related announcements made by chipset and module players could help IoT companies focus on new use cases. Additionally, with Wi-Fi 7 becoming mainstream and Matter-certified home products being rolled out, we can expect to see a significant uptick in demand for smart home products. These developments and more continue to shape the future of IoT and solidify the role technology plays in our daily lives. With more innovation, the possibilities are endless and we are excited to see how the industry will continue to evolve.

Related Reports

India Smart Home Security Camera Market Grows 116% YoY in Q2 2022; Xiaomi, Tapo, Imou Lead

Xiaomi led the market in Q2 2022 (April-June) with a 38% share.
Tapo registered the highest YoY growth at 153% and took the second position in Q2 2022 with a 27% share.
Imou捕获第三点以9%的份额,driven by its ranger series.
EZVIZ maintained its position in the top five list for the third consecutive quarter.

New Delhi, Boston, Toronto, London, Hong Kong, Beijing, Seoul, Buenos Aires – August 5, 2022

India’ssmart homesecurity camera market grew 116% YoY and 7% QoQ in Q2 2022 (April-June), according to the latest research from Counterpoint’sSmart Home IoT Service. This growth was driven by increasing consumer interest, greater concerns over security, shift from traditional security cameras, and brands’ marketing push through discounts and promotions.

Commenting on the market trends,Research Analyst Varun Guptasaid, “The growing consumer interest insmart homesecurity cameras is a result of various factors, including ease of use, availability of smart features, and affordability. Consumers are more concerned about safety inside their premises, and these devices offer features that help them to keep a check on their surroundings. The pricing of these devices has been a key to the success of the smart camera market as most brands are offering devices below

From the brand perspective, Gupta said, “The market seems consolidated as the top three brands captured 74% share in Q2 2022. There was a push towards offline retail channels by leading brands such asXiaomi, EZVIZ, Imou, Qubo and CpPlus. The Security Camera 360^obyXiaomiis the best-selling model for the brand and in the overall market in Q2 2022. Tapo registered the highest YoY growth in Q2 2022 owing to its wider portfolio and value-for-money offerings. Imou jumped to the third spot in Q2 2022 from the fifth spot in Q2 2021, driven by affordable products in the INR 2,000-INR 2,500 ($25-$32) price band. More brands focused on creating consumer awareness through offline channels. However, the majority of the sales were still online driven.”

Commenting on the market outlook,SeniorResearch Analyst Anshika Jainsaid, “Thesmart homesecurity camera market is expected to grow over 50% in 2022 due to the continuous efforts by brands to make these devices available offline, special discount schemes and launch of value-for-money devices. In addition to this, we also expect the entry of new brands to build their position in this untapped market. In terms of applications, the indoor security camera market will witness a jump due to demand coming from working professionals resuming work at offices after the work-from-home routine during the pandemic. Security of senior citizens will also drive demand.”

“The major hurdle to mass adoption of these cameras is the lack of consumer awareness. Brands need to focus on setting up experience zones and providing some sort of bundled offers with othersmart homeproducts to market these products in a better way,” Jain added.

Xiaomishipments doubled YoY in Q2 2022 due to an increase in demand for home security cameras and better brand outreach through promotional events.Xiaomiis planning to have new SKUs in the current price segment and has also come up withXiaomi CameraViewer, a useful and simple standalone laptop camera app for MS Windows. It allows users to record videos, take snapshots and facilitate multi-camera view on one screen.
Tapoby Tp-Link rose to the second position again after Q2 2021 with a27% share. The brand has continuously focused on the online market and its C200 device has been the best-seller for the brand in recent quarters.
Imouby Dahua Technologies rose to the third position with a9% sharefor the first time. The ranger series of indoor cameras has been its most popular series. The devices offer AI human detection and smart tracking for more control of the indoor environment.
EZVIZby Hikvision fell to the fourth position in Q2 2022 from the second position in Q1 2022. It has introduced the C1C-B indoor camera with smart features like motion detection, user-friendly sound alerts and two-way talk.
Quboby Hero Electonix took the fifth spot in Q2 2022 with a6% share. It has been focusing on local manufacturing. The Home Cam 360 Indoor Camera and Smart Outdoor Cameras are its most popular devices.
realmeregistered a74% YoYgrowth in Q2 2022 due to good performance by its Home Cam 360^o. The brand is expanding its offline presence and is expected to refresh its portfolio soon amid strong demand.

Other Emerging Brands

Zebronicsmaintained its position in the top 10 but with adecline of3% YoYin Q2 2022. It is offering value-for-money devices in the sub-INR 2,000 category. The Smart Cam 100 is its most popular device.
CpPlushad a1.5% sharein Q2 2022. Its E21A Ezykam, a made-in-India product, performed well in the online marketplace. However, the brand is increasing its presence in the offline market by leveraging its established surveillance business.
D-Linkgrew22% YoYin Q2 2022 due to good performance by its DCSP6000LH home camera, which offers portability, motion and sound detection.

Background

Analyst Contacts:

Varun Gupta

Anshika Jain

Counterpoint Research
press(at)www.arena-ruc.com

CES 2022: TP-Link, Netgear, Asus Drive Wi-Fi 6E Momentum

Despite several larger OEMs and Internet Service Providers pulling back from physically attending, the Consumer Electronics Show (CES) saw some interesting device launches for wireless routers by key industry leaders such as Netgear, Tp-Link, Asus and Linksys.Wi-Fi 6Eis the pick of the technologies among the various OEMs worldwide and devices were launched with some new features such as rotating antennas, quad band support and blazing-fast downlink speeds.

Here are top product launches and announcements by OEMs at this year’sCES:

World’s First Rotating Antenna Router Archer AXE200 Omni by Tp-Link

TP-Link is the first OEM to launch a Wi-Fi router with self-adjusting antennas. ThisWi-Fi 6Erouter automatically changes the orientation of its antennas to optimize bandwidth. It also won a CES 2022 Innovation Award. The device offers a maximum speed of up to 11 Gbps that works on 6 GHz band providing superfast and reliable internet connectivity for power users. The device is aimed at users who struggle with poor network reception from standard Wi-Fi routers.

The Archer AXE300 provides quad band support, offers speed up to 16 Gbps and can connect up to 350 devices. The router will be offered later this year and also has 10 gigabit/s ports to support fast wired internet connectivity. The quad band offers lowered network congestion with an additional 5 GHz band and a wide 6 GHz band forWi-Fi 6Edevices which offers to reduce interference and broaden coverage. The device is an ideal solution for small and medium enterprises, gamers and freelance power user who work on cloud systems, which can deliver unmatched speed and connectivity required by them.

TP-Link has has options for larger premises with the Deco XE200, which offers 11000 Mbps of maximum speed and covers 6500 square feet of real estate with just two devices and the area coverage can be increased by opting for the three device solution. TP-Link’s proprietary AI Mesh solution promises better connection response rates by automating bandwidth switching within the mesh system.

对比前TP-Lin宣布的设备k

TP-Link provides all its routers with HomeShield powered by Avira, which acts as a security solution to protect the network and vulnerableIoTdevices connected on the network from hackers. Security has been a concern among the OEMs due to several vulnerabilities found in such devices last year. The brand has integrated EasyMesh intelligent software in its routers and range extenders to enable the easy building of mesh networks using any EasyMesh-supported device.

TP-Link has announced a new brand, Aginet, which will cater to Internet Service Providers’ growing demand for better connecting devices to improve their Quality of Service (QoS) to consumers. TP-Link will launch a separate product line under this brand with a philosophy of agile and pragmatic solutions for the market. There has been a significant increase in the fiber connections worldwide in the past two years and with growing demand for xPON routers and mesh network solutions this is a practical move by the brand to help them align their products better in the market.

Netgear builds on Wi-Fi 6E Leadership

The pandemic induced high demand for better internet connections and increased dependence on Wi-Fi for working, learning and entertainment from home. Modern WI-Fi routers require more bandwidth, more number of bands, and better antennas to work in congested environments with variousIoTdevices and network devices vying for connectivity.

Netgear has introduced several superfast Wi-Fi devices adopting the latestWi-Fi 6Etechnology in the last quarter of 2021. Building on this, Netgear announced the Nighthawk RAXE300 Triband Wi-Fi router which offers throughput speeds of up to 7.8 Gbps, eight Wi-Fi streams and can cover up to 2500 sq. ft. With pre-optimised antennas, one 2.5-Gbps port and five 1-Gbps ports to offer superfast wired connectivity as well. At $399, Netgear has priced it competitively, it remains to be seen how the competition responds. Netgear had several devices mentioned by the CES 2022 Innovations Honors’ Board including the already launched Orbi 5GWi-Fi 6Mesh System.

With working from home, a feature of life under the pandemic, employers, especially smaller businesses, are looking for affordable and reliable solutions for their employees that offer an experience on par with office life. Netgear’s Orbi line-up offers such reliability and security to be deployed for work from home scenarios, these devices are affordable and offer mesh networking solutions for better connectivity.

Netgear announced a Game Booster Solution for gamers using Netgear gaming routers, to enhance their user experience by offering software to find better server connections, geo filters for locations and a ping heat map to reduce lag. This is a subscription-based service aimed at gamers, which is a large market, especially as the pandemic encouraged new gamers and even people taking up gaming professionally.

ASUS drops a Quadband gaming router, the ROG Rapture GT-AXE16000

ASUS announced a quadband gaming router, ROG Rapture GT-AXE16000, which offers speeds of up to 16000 Mbps, 6 GHz band support and six 1-gigabit/s ports to offer a strong gaming experience. The device is powered by a quad-core processor from Broadcom, which improves network throughput by 18%, compared to the previous generation device for accelerated data transfers. ASUS’s own RF technology improves signal coverage by 38% compared to its previous product, and the device offers intelligent AI Mesh capabilities to connect with anotherWi-Fi 6EEasyMesh enabled router.

At USD649, ASUS is assuming gamers are willing to pay a premium for the speed the product offers. However, it’s currently the cheapest quadband option available. The brand has also updated its ROG GT-AX11000 Pro with a beefier chipset to offer improvedWi-Fi 6performance.

Linksys offers an affordable Wi-Fi 6 device: Hydra Pro 6

Linksys has unveiled its latest dual-bandWi-Fi 6router, Hydra Pro 6. The router is launched into a competitive space with some recently launched products from Netgear, TP-Link and D-Link, however Linksys is carving its own niche by offering similar specs but at lower prices that its competitors. The Hydra Pro 6 is powered by Qualcomm’s Immersive Home 216 Platform along with the access to the 160 MHz channel, which offers trueWi-Fi 6experience with faster speeds up to 5.4 Gbps and better connectivity with up to 30+ connected devices. The device is perfect for regular home use cases and can be a good offering for Internet service providers as well.

Linksys has also announced a cloud managed access point for large spaces such as restaurants, retail stores and small businesses, which require high concurrent device connections with dense network congestion. It offers a cloud-based management system that helps the system administrator to control, configure and monitor remotely. The solution is powered by Qualcomm’s Networking Pro Platform 1200 that claims fast throughput and good reliability. It has 4 x 4 internal antennas for improved signal coverage.

Key Takeaways

The Wi-Fi market is poised to grow significantly in 2022 as we expect strong subscriber growth in most regions of the globe. Regulators are working to ensure that the 6 GHz band available for unlicensed use with the spectrum already available in North America and Europe. As a consequence, we will see a rapid adoption ofWi-Fi 6/6Edevices this year.

The major focus for OEMS this year will be to increase signal coverage and strength and offer fasterWi-Fi 6/6Edevices at a range of price points. OEMs and ISPs will work together to improve the Quality of Service (QoS) and as the fiber deployment increases across the globe more demand will arise from xPON devices. Mesh Network systems will be in demand too, as a lot of ISPs are bundling it with their services and the mesh systems are a better choice for users with larger premises and more connected devices.

Top

Insights Tag:TP-LINK