SMART HOMES AND HOME AUTOMATION

Transcription

1 SMART HOMES AND HOME AUTOMATION INDEX Index Table of Contents Table of Contents... i List of Figures... viii Executive summary Smart homes, connected homes and home automation Introduction Types of home automation Energy management and climate control systems Security and access control systems Lighting and window control systems Home appliances Audio-visual and entertainment systems Healthcare and assisted living Multifunction and whole-home automation systems Home automation market segments Mainstream houses and multi-family dwellings The custom (luxury) segment New homes versus existing homes Channels to market Professional installation Retail Service providers Networks and communication technologies Overview Different approaches to establishing interoperability Technology choices of product OEMs Technology choices of whole-home solution vendors The role of smart home platform vendors is changing Smart home networking technologies i

2 INDEX SMART HOMES AND HOME AUTOMATION ANT Bluetooth DECT ULE EnOcean HomePlug HomeGrid Insteon Io-homecontrol KNX LPWA OpenTherm Thread Wi-Fi X Zigbee Z-Wave Smart home middleware and ecosystems AllSeen Alliance (merging with OCF) Amazon Alexa Android Things and Weave Google Assistant Apple HomeKit IFTTT Open Connectivity Foundation Smart home platforms Alarm.com Arrayent Greenwave Systems icontrol Networks Technicolor ThroughTek Zonoff ii %%%STRATEGIC RESEARCH SERIES

3 SMART HOMES AND HOME AUTOMATION INDEX 3 Technology providers and OEMs Market overview Compatibility with whole-home systems Point solutions are gaining traction among consumers Smart home strategies for product OEMs Connectivity enables new value propositions New entrants challenge incumbents with connected experiences Security and access control system vendors Assa Abloy August Canary Chamberlain FortrezZ Groupe HBF (Otio) ismartalarm Kwikset Minut MyFox (Somfy Protect) Safe4 Security Group Schlage Tyco (Johnson Controls) Zaplox UTC Climate, Controls & Security Home appliances BSH Electrolux GE Appliances Haier LG Electronics Whirlpool Lighting and window control system vendors CentraLite iii

4 INDEX SMART HOMES AND HOME AUTOMATION idevices (Hubbell) IKEA Leviton LIFX Lutron Osram Philips Lighting Somfy View Audio-visual and entertainment system vendors D+M Group (Sound United) Huny Kaleidescape Logitech Naim Niles Audio Sonos Sony Energy management and climate control system vendors Climote Danfoss Diehl Connectivity Solutions Ecobee Geo Honeywell Netatmo QGate Radio Thermostat Company of America Schneider Electric Tado Healthcare and assisted living Doro iv %%%STRATEGIC RESEARCH SERIES

5 SMART HOMES AND HOME AUTOMATION INDEX Qorvo (GreenPeak Technologies) Hidea Solutions Legrand Lively Select Comfort Tunstall Healthcare Group Verklizan Service providers and whole-home system vendors Market overview The European market The North American market Attach rates per application area in whole-home systems Market segments and go-to-market strategies Professionally monitored security Traditional home automation DIY systems Fee-based home control Whole-home system OEMs ABB Belkin Bosch Control Crestron Electronics D-Link Essence Group eq Fibar Group (Fibaro) Gigaset Ingersoll Rand Loxone Electronics M2M Solution MiOS v

6 INDEX SMART HOMES AND HOME AUTOMATION Nest OBLO Living Proove (Telldus) Samsung SmartThings TP-Link Viva Labs Wink Smart home service providers ADT AT&T Centrica (British Gas) Comcast Cox Communications Deutsche Telekom (QIVICON) MONI RWE / Innogy SFR Time Warner Cable Verisure Vivint Market forecasts and conclusions Market trends and analysis Focus on attractive use cases, user friendliness and interoperability Voice controlled user interfaces anticipated to break down mobile app silos Greater consumer awareness benefits all players Lower price points opens the doors to the mass market Cloud-based systems and the integrated hub opportunity Open versus closed smart home ecosystems getting the timing right Lack of interoperability causes problems for users Security and integrity issues when the home is being connected Smart homes and the Internet of Things Professional security leads the North American smart home market vi %%%STRATEGIC RESEARCH SERIES

7 SMART HOMES AND HOME AUTOMATION INDEX Smart thermostats gain traction in Europe and North America Cellular M2M in the smart home market Europe Revenues Shipments Installed base North America Revenues Shipments Installed base Glossary vii

8 INDEX SMART HOMES AND HOME AUTOMATION Index List of Figures Figure 1.1: Examples of energy management and climate control devices... 5 Figure 1.2: Annual energy bill, single-family detached home in the US... 6 Figure 1.3: Example of an alarm system... 7 Figure 1.4: Examples of security and access control systems... 8 Figure 1.5: Examples of lighting and window control systems... 9 Figure 1.6: Philips Hue lighting system Figure 1.7: Samsung Family Hub Smart Fridge Figure 1.8: Sonos audio system Figure 1.9: Care@Home activity monitoring solution Figure 1.10: Types of markets for home automation Figure 1.11: Households, dwelling types and homeownership by country (EU ) 16 Figure 1.12: Households, dwelling types and homeownership by country (NA 2014) Figure 1.13: Definition of luxury versus ultra-luxury home Figure 1.14: Existing homes and housing starts (North America ) Figure 1.15: Existing homes and housing starts (EU ) Figure 1.16: Channels to market Figure 2.1: Illustration of interoperability at different levels Figure 2.2: How many is too many? Figure 2.3: Examples of technology choices by product OEMs Figure 2.4: Examples of technology choices by whole-home solution vendors Figure 2.5: Distribution of the 20 million Z-Wave units shipped in Figure 2.6: Examples of IFTTT recipes Figure 2.7: Zonoff s platform solution Figure 3.1: Installed base per application area (EU28+2 and NA 2016) Figure 3.2: Smart home strategies for product OEMs Figure 3.3: Examples of incumbents and new entrants by application area Figure 3.4: Part of the August product suite Figure 3.5: The Kwikset Kevo smart door lock viii %%%STRATEGIC RESEARCH SERIES

9 SMART HOMES AND HOME AUTOMATION INDEX Figure 3.6: Point from Minut Figure 3.7: Homegate by Safe Figure 3.8: LG Electronics SmartThinQ ecosystem Figure 3.9: IKEA TRÅDFRI smart kit Figure 3.10: Marantz Remote App and HEOS by Denon app Figure 3.11: Logitech Harmony mobile app Figure 3.12: Ecobee3 thermostat, remote sensor and app Figure 3.13: Honeywell Lyric Round Thermostat and security controller Figure 3.14: Doro Care s CareIP telecare system Figure 4.1: Penetration of whole-home automation systems (EU28+2 and NA 2016) Figure 4.2: Competitive landscape Service providers and whole-home system OEMs Figure 4.3: Top whole-home system vendors (EU ) Figure 4.4: Top whole-home system vendors (NA 2016) Figure 4.5: Attach rates in whole-home systems (EU28+2 and NA 2016) Figure 4.6: Market segments Figure 4.7: Installed base of professional security systems (North America 2016) Figure 4.8: Monitored small alarm systems by country (EU ) Figure 4.9: Belkin s WeMo product family Figure 4.10: eq-3 HomeMatic IP system Figure 4.11: Examples of Fibaro products Figure 4.12: Gigaset Elements app and Starter Kit Figure 4.13: Nest thermostat Figure 4.14: Tellstick Net from Proove Figure 4.15: AT&T Digital Life packages Figure 4.16: Comcast s smart home product offering Figure 4.17: SFR s smart home packages Figure 4.18: Verisure Home Safety Plus alarm system Figure 5.1: Smart home penetration and installed base (EU28+2 and NA ) Figure 5.2: Smart speakers by Amazon, Google, Apple and Harman Kardon Figure 5.3: Smart homes with professional security (North America ) Figure 5.4: Homes with smart thermostats (EU28+2 and NA ) Figure 5.5: Cellular connections in the smart home market ( ) ix

10 INDEX SMART HOMES AND HOME AUTOMATION Figure 5.6: Market overview (EU ) Figure 5.7: Smart home revenues (EU ) Figure 5.8: Market share by whole-home segment (EU ) Figure 5.9: Shipments per application area (EU ) Figure 5.10: Installed base per application area (EU ) Figure 5.11: Market overview (North America ) Figure 5.12: Smart home revenues (North America ) Figure 5.13: Market share by whole-home segment (North America ) Figure 5.14: Shipments per application area (North America ) Figure 5.15: Installed base per application area (North America ) x %%%STRATEGIC RESEARCH SERIES