In recent years, the sweeping robot industry has developed rapidly and the market capacity has continued to expand. According to data, the volume of China's sweeping robot market surpassed that of the United States for the first time last year and became the world's number one, accounting for 32% of the market. There are also reports that by the end of 2021, the sales of autonomous floor cleaning robot in China will nearly double compared to 2016. Except for the year-on-year decline in 2020 due to the impact of the epidemic, the market size has maintained a simultaneous growth of about 20% in the past five years.
From the perspective of penetration rate, some surveys show that the penetration rate of sweeping robots in urban households in China will be less than 8% in 2021. According to iRobot’s announcement, the penetration rate of sweeping robots in the United States will be 15% in 2020, an increase of about 9% compared with 2014. Both increased by 1.5%. Zheshang Securities estimates that, benchmarking against the United States, and considering that the penetration rate will increase when the penetration rate exceeds 10%, it is assumed that the urban penetration rate of China's sweeping robots will increase to 12% by 2025, and the total market sales are expected to reach 14.55 million units. There is about 151% room for growth.
In addition, in the future development stage of the industry, the efficiency of the supply chain drives the industry to exchange price for volume, and the price sinking to reach more consumers becomes the main driving force for growth. According to Zheshang Securities' prediction, assuming that the average market price starts to decline in 2023, it is estimated that the market sales volume will reach 31.46 billion yuan by 2025, and the sales volume has about 162% room for growth from today. Therefore, no matter from the perspective of demand attributes or market reference, sweeping machines are a long-term sustainable business.
Of course, what is more important is that with the maturity and progress of the technology and industrial chain of related companies, the parts and products related to autonomous floor cleaning robot have been more comprehensively implemented and matured. Obviously, with the advancement of Industry 4.0, the application of new generation information technologies such as artificial intelligence, Internet of Things, big data, and cloud computing in the industrial field has promoted the digital and intelligent transformation of sweeping robot-related manufacturing companies. Promote the continuous improvement of the software and hardware technology of the sweeping robot.
Although the performance is good, as an emerging field, especially affected by the mixed reputation of products in the overall market and the decrease in market prices, many companies related to sweeping robots are frequently asked: "Is sweeping robots still a good business?" ?”
There is still potential for accelerated growth in market sizeAs one of the three hands-free scenes of housework (dishwashing, laundry and sweeping/mopping the floor), there is no doubt that cleaning appliances have strong rigid demand attributes. But the industry generally predicts that its market size is much more than that. From the perspective of demand, the emergence and development of the category of sweeping robots can greatly save the manpower and energy of household floor cleaning work, and even truly "free hands". On the one hand, the traditional sweeping and mopping process includes at least 8 steps such as taking out the broom, cleaning the garbage, taking out the garbage, taking out and soaking the mop, mopping the floor, and cleaning the mop, which consumes a lot of manpower and energy. Brooms and mops used purely by human power have been upgraded to sweeping robots that do not rely on human power . Similarly, great changes have taken place in the field of commercial sweeping robots. The cleaning scenes of office buildings and supermarkets have also begun to become intelligent. Cleaning intelligence has spread from household to commercial, and the scale of development has become more and more objective.
The revolution of the whole industry chain set off by the trendAt present, although the market size of household service robots, including autonomous floor cleaning robot , is about 10 billion yuan, the scale of the entire industrial chain behind it has reached 100 billion yuan. The market heat of sweeping robots has given birth to the prosperity of the entire industrial chain.
An obvious trend is that the commercial floor cleaning robot industry chain is undergoing a change from top to bottom. Whether it is the upstream, midstream production end or downstream sales end, the production capacity layout and demand for sweeping robots are gradually increasing.
From the production and manufacturing of low-level chips, components and other components, to the purchasing of laser modules by agents, to the software and hardware foundry of mid-end foundries and solution providers, as well as the provision of visual navigation solutions and related software algorithms, and finally the brand Marketing and promotion of merchants and downstream customers. Many related companies behind the sweeping robot have gradually formed a relatively mature industrial chain scale.
With the help of big data, enterprises need to continuously strengthen their continuous research and development capabilitiesSweeping robot products have the characteristics of rapid replacement. Enterprises need to continuously improve their technical level and continuously introduce new products that meet consumer needs in order to maintain a stable market share in the industry.
At present, commercial floor cleaning robot with a higher degree of intelligence are gradually becoming the mainstream. With the continuous improvement of the intelligence of mainstream products, the market share of small and medium-sized enterprises with low R&D levels will be gradually squeezed. Leading companies in the sweeping robot industry sell millions of sweeping robots every year, and these products will generate a steady stream of massive data during home use.
Data-based mining and insight can help companies better understand user needs, and use this to feed back company research and development, improve user experience, and further widen the gap with small and medium brands. With the help of big data, the industry is expected to show a situation where the strong will always be strong. For small and medium-sized enterprises or start-ups, if they do not have a sufficient competitive strategy, they need to be cautious about entering the game. The future of the sweeping robot is immeasurable . It does not require personnel to participate in its work. It only needs to plan the route in the early stage . From this perspective, the sweeping robot is a product that is used less frequently. At the same time, sweeping robots have certain technical thresholds, and the market is highly integrated, making it difficult for start-ups to enter the market. Therefore, it is not recommended for novice entrepreneurs to enter this category easily.