Iningi labantu licabanga ukuthi isikhiye esihlakaniphile njengento elula. Idatha yemakethe ikhuluma indaba ehlukile.

Imboni yesikhiye esihlakaniphile yomhlaba wonke yafinyelela imali engenayo eyizigidigidi ezingu-2.77 zamadola ngo-2024 futhi ilungele ukufinyelela izigidigidi ezingu-8.14 zamadola ngo-2030 — cishe ukuphindeka kathathu eminyakeni eyisithupha nje, nge-CAGR engu-19.7%. Lesi akusona isigaba esincane esivuthwa kancane. Imakethe esheshayo ngokwakhiwa, ehambisana nokuhlangana kwezinhlelo zendlu ehlakaniphile, ukwakhiwa kwengqalasizinda ye-IoT, kanye nokushintsha okuyisisekelo komthengi kude nokuvikeleka komshini.

Kodwa indaba iba mnandi kakhulu uma ubuka kancane — ikakhulukazi ezimakethe ezimbili ezinkulu zokugcina: iNyakatho Melika kanye neYurophu. Ngoba ngemuva kwezinombolo ezinkulu kunezinguquko ezibalulekile ekwakhiweni kwentengo, ukuziphatha kwabathengi, imvelo yemithetho, kanye namandla emikhiqizo okufanele aqondwe yilowo nalowo osebenza kule ndawo.

INyakatho Melika neYurophu ndawonye zenza ngaphezu kuka-60% wemali engenayo yama-smart lock emhlabeni wonke — kodwa zisebenzela amakhasimende ahlukene kakhulu, ngamanani entengo ahlukene, ngeziteshi ezihlukene, ngezimfuneko zomthetho ezihlukene.

I-North America iyimakethe evuthiwe kakhulu. Yaba ne-43.2% yemali engenayo yomhlaba wonke ngo-2025, i-United States yodwa yaba ne-81% yalokho kuncibilika kwesifunda. Imakethe ye-U.S. ibonakala ngokungena okuphezulu kwe-smart home (cishe izindlu ezihlakaniphile eziyi-78 million ngo-2024, okumele ngaphezu kuka-50% wawo wonke amakhaya), isiko elithuthukile lokulungisa i-DIY, nokuhlanganiswa okujulile namapulatifomu osizo lwezwi njenge-Amazon Alexa ne-Google Home.

I-Yurophu iyimakethe eguquguquka ngokushesha. Ngokulindelekile ukuthi ukungena kwekhaya elihlakaniphile kudlule izindlu eziyizigidi eziyi-100, iYurophu iyasondela ngokushesha — kodwa isuka ephuzwini elihlukile. Abathengi baseYurophu babonisa ukuthanda kakhulu izinhlelo ezifakwe ochwepheshe, imikhiqizo ehambisana nobumfihlo eqinisekiswe ngaphansi kweziqondiso ze-GDPR ne-ENISA IoT, kanye nobuhle obuqondisa umklamo. Baphinde bathambekele ekubonakaliseni ubuthakathaka be-elasticity yentengo, ikakhulukazi eJalimane, e-UK, kanye namazwe aseNordic, ahlangana ndawonye angaphezu kuka-60% wemali engenayo yesifunda saseYurophu.

Amanani okudayisa izikhiye ezihlakaniphile ahlelwe ngezigaba ezine eziqondakala kalula. Ububanzi obungezansi bubonisa amanani emakethe ajwayelekile njengamanje kusukela phakathi kuka-2025 — okuhlanganisa nokwenyuka kwentengo okungu-8–10% okubangelwa ukudluliswa kwezintela nezindleko ze-semiconductor okwethulwe phakathi kuka-2024–2025.

Izinga lokungena lichazwa ukuxhumana kwe-Bluetooth, ukuqinisekiswa kwe-keypad eyisisekelo, nokulawulwa kohlelo lokusebenza oluhambisanayo. Kuhloselwe abaqashile, abaqalayo ukusebenzisa, kanye nezimakethe lapho inani eliyinhloko liyikho ukuba lula ngaphandle kokhiye kunokuba kube ukuphepha okuthuthukisiwe. ENyakatho Melika, leli zinga libalelwa cishe ku-38% wevolumu yeyunithi — okuyingxenye enkulu kunazo zonke. EYurophu, ukwamukelwa kwezinga lokungena kuphansi (cishe u-26% wevolumu), okubonisa isisekelo sabathengi esinolwazi kakhulu ngesigaba futhi esikulungele ukutshala imali esizukulwaneni sesibili noma sesithathu sobuchwepheshe.

Imikhiqizo eyinhloko esebenza lapha ihlanganisa i-Kwikset (uchungechunge lwe-Halo, $80–$120) kanye namamodeli okuqala ka-August no-Yale.

Le yindawo ephezulu yokuthengisa emamarkethini womabili ngokwenzalo, ithola cishe u-42% wezokuthengisa ezinyaweni eNyakatho Melika kanye no-41% eYurophu. Imikhiqizo ephakathi ifaka ukuxhumana kwe-Wi-Fi, ukuqinisekiswa kwefayela leminwe, kanye nokuhambisana nezinkundla ezinkulu zokuhlala ezihlakaniphile kuhlanganisa i-Apple HomeKit, i-Amazon Alexa, i-Google Home, kanye ne-Standard ye-Matter interoperability.

Le ndawo isibe yindawo eyinhloko yokulwa ukuze kutholakale ingxenye yemakethe. I-Standard ye-Matter/Thread ibonakala iyinto ebalulekile yokuhlukanisa lapha — izivalo ezine- Matter certification zikhulula ukungakhululeki kokuthi "yikuphi ukuhamba engikufanele" okwakuholele ekwehliseni amazinga okuguqulwa. I-Yale, i-August (i-Wi-Fi yesizukulwane sesine, ethulwe Q1 2025), i-Schlage Encode, kanye noNuki's core lineup bonke balwa kakhulu kule ndawo.

E-Europe, amanani entengo aphakeme cishe ngo-8–12% kune-SKU ezifanayo zaseNyakatho Melika ezingeni eliphakathi, okubonisa i-VAT, izintela zokungenisa, kanye ne-EU-cylinder door standard (edinga ifomu mekanikali ehlukile kune-U.S. deadbolt).

Izinga eliphezulu yilona lapho ubuchwepheshe obubalulekile obuhlukile buhlala khona. Imikhiqizo lapha inikeza izigxivizo zeminwe ezisekelwe kubuchwepheshe be-biometric noma ukuqashelwa kobuso be-3D, ukutholwa kobukhona be-Ultra-Wideband (UWB) ukuze kuvulwe izandla zamahhala, impilo yebhethri eyandisiwe (izinyanga eziyi-12+), kanye nesitifiketi se-Matter-over-Thread. I-Nuki Smart Lock Ultra (yethulwe ngoNovemba 2024 nobuchwepheshe bemoto engena-brushless obubolekwe kubunjiniyela be-EV, i-CES Innovation Honor winner) kanye ne-U-tec's Ultraloq Bolt (i-AI-powered UWB, yethulwe ngoQ1 2025) imele isimo sobuciko kulelizinga.

Amaphuzu aphezulu enza u-13% womswakama waseNyakatho Melika kodwa u-22% womswakama waseYurophu — umgqa obalulekile okhombisa ukuzimisela kwabathengi baseYurophu ukufaka imali kudivayisi eyodwa ephezulu yokusebenza impilo yonke, uma kuqhathaniswa nabathengi baseNyakatho Melika abavame ukushintsha njengoba ubuchwepheshe bukhula.

Ukwandisa okusheshayo kakhulu nge-CAGR kusezingeni lezentengiselwano. Lisebenzela amahhotela, izakhiwo eziningi zokuhlala (MDUs), amahhovisi, izibhedlela, kanye nengqalasizinda yezokuthutha — izicelo ezidinga ukuphathwa kokufinyelela okuhlanganisiwe, imininingwane yokuhlola, ukuhambisana kwe-ADA, futhi kaningi ukuphathwa kwedatha okuhambisana ne-GDPR. dormakaba (Switzerland), umugqa wezentengiselwano we-Schlage ka-Allegion, ipotifuliyo yezikhungo ka-ASSA ABLOY, kanye ne-Salto Systems bayalawula lapha. E-Europe, izidingo ze-GDPR ezizungeze imininingwane yokufinyelela zenze umsebenzi wokuhlola wezinga lebhizinisi ube yisidingo sokuhambisana kunokuba kube yisici esiphambili, okucindezela ukuhlukahluka komkhiqizo wezinga lezentengiselwano kusuka phezulu kuye phansi.

Umkhakha wezivalo ezihlakaniphile uyahlanganiswa ngokushesha. Izimo ezintathu eziyisisekelo zishintsha imeko yokuncintisana:

I-ASSA ABLOY ihlala iyisikhungo somhlaba. Iphothifoliyo yayo ibandakanya i-Yale, i-August Home, ne-HID — ibandakanya izigaba zokuhlala, eziphezulu, nezokuhweba ezindaweni zombili. Ukuthengwa kwayo kwe-Level Lock (California) ngoNovemba 2024 kukhombisa isifiso esiqhubekayo sokuthenga ubuchwepheshe eNyakatho Melika.

I-Allegion (iSchlage, iVon Duprin) ibambe isikhundla esiqine kakhulu esigabeni sezohwebo saseNyakatho Melika futhi ibilokhu yandisa ubukhona bayo eYurophu ngamandla. Ukutholwa kwayo kwe-Bold ngo-Q3 2024 — inkampani yaseNetherlands eqala ngemikhiqizo yokukhiya ehlakaniphile — kwakuyisinyathelo esiqondile sokuthola isabelo emakethe yezindlu zaseYurophu.

I-Nuki yakhe uhlobo olubalulekile lwezindlu eYurophu kusukela e-Austria, yaqoqa u-€30 million ku-Series C funding ngo-Q3 2024 ukuze yandiswe ezimakethe zaseNyakatho Melika. Kuyisibonelo esicacile sohlobo lwaseYurophu oluzama ukuguqula ukuhamba okuvamile kwaseNtshonalanga kokwamukelwa kwemishini.

I-dormakaba (iSwitzerland) igcina isikhundla esiqine kakhulu sezohwebo nezokwamukela izivakashi eYurophu, ngamanani akhombisa izidingo zokucaciswa kwezikhungo kunokuba ukuzwela kwentengo yomthengi.

Imikhakha emibili yezobuchwepheshe ilungisa amanani ezinto zokugcina kakhulu kunanoma yisiphi esinye isici.

Indlela yokuqinisekisa ihlala iyona eyinhloko ekunqumeni intengo emkhiqizweni. Ukuqinisekisa nge-keypad (42.7% isabelo emakethe ngo-2024) kubeka amanani angaphansi naphakathi. Izindlela ze-biometric—ukuqashelwa komunwe nobuso—zibiza u-40–90% ngaphezu kwamamodeli afanayo e-keypad futhi zikhula nge-CAGR engu-17.7% kuze kube ngu-2030. Ukwehla kwezindleko zezinzwa ze-biometric kuhlala kukhuphula amandla e-biometric ezingeni eliphakathi, okuzocindezela amanani ezingeni eliphezulu eminyakeni emibili kuya kwemithathu ezayo.

I-protocol yokuxhumana iyisigaba esibalulekile sesibili. I-Bluetooth inesabelo semakethe esingu-62.3% — ibaluleke kakhulu ngokuthembeka okungaxhunyiwe ku-inthanethi, ukusetshenziswa kwamandla okuphansi, nokulungiswa okulula. Ukuhlanganiswa kwe-Wi-Fi kuthatha imali eyengeziwe (ngokuvamile u-R30-R80 ngeyunithi) ukuze ukwazi ukuphatha izikhiye ukude ngaphandle kokuba seduze. I-Zigbee-Thread stack, eqhutshwa ukuqinisekiswa kwe-Matter, kulindeleke ukuthi ikhule ngo-17.2% CAGR njengoba iba yinto ejwayelekile ekwakhiweni kwezindlu ezihlakaniphile ezintsha kuzo zombili izifunda.

Ukweswela ama-semiconductor kanye nokudluliswa kwezintela kwandise amanani ezitolo ngo-8–10% eNyakatho Melika kanye ngo-6–9% eYurophu phakathi kuka-2024–2025. Izindleko zokufakwa ngongoti (ezivame ukuba ngu-$100–$200 eNyakatho Melika, ziphakeme eYurophu) zengeza isithiyo esingabonakali ezinhlelweni ezingezona ezokulungisa izinto ezikhona. Ukuguqukela ekusebenziseni ubuqotho bokubona kanye nobufakazi be-Matter kwengeza izindleko zezinto ezisetshenzisiwe okungakaze kukhokhelwe ngokugcwele ngamanani omthamo omkhulu.

Iziteshi zokuthengisa eziku-inthanethi — ezimele u-68.1% wokwabiwa kwezinsimbi ezihlakaniphile zasezindlini ngo-2024 — zicindezela inzuzo futhi zikhulisa ukutholwa kwamanani. Amamodeli okubhalisa aqala ukuvela (i-Centrios inikeza isigaba samahhala samavulwa ambalwa ngenyanga) njengoba abakhiqizi befuna ukudlulisa inani elinikezwayo kusuka ku-hardware kuye kumasevisi okuphatha ukufinyelela njalo. Izindleko ezinciphayo zezinzwa ze-biometric zizobeka izici zeminwe ezithengweni ezingaphansi kuka-$150 eminyakeni emibili kuya kwemithathu, zandise kakhulu imakethe efinyelelekayo.

Idatha yemakethe ikhomba ngokucacile amathuba amasu amathathu abaqhubi nabatshalizimali ababukele le ndawo:

1. Isikhala se-Matter esiphakathi. Imikhiqizo enamanani aphakathi kuka-$150–$280 (USD) / €165–€305 (EUR) enokuqinisekiswa okugcwele kwe-Matter/Thread yiyona ethuthuka kakhulu ngesivinini esikhulu emakethe womabili. Imikhiqizo ezovala lesi sikhala kuqala — ikakhulukazi ngokuhlanganiswa kwe-biometric okuhlanzekile ngamanani aphakathi — izothatha isabelo esibalulekile kubanqobi esikhathini sika-2026–2028.

2. Ukuhambisana kwezohwebo lwaseYurophu njengesishukumisi esiphambili. Izindlela zokucwaningwa kwezimali ezidingwa yi-GDPR, imihlahlandlela yokuphepha ye-ENISA IoT, nezidingo zokufinyeleleka kwe-EU zidalela umkhawulo wamanani wemikhiqizo yezohwebo eYurophu ongabikhona eNyakatho Melika. Leli nani eliphambili ngenxa yokuhambisana liqine futhi alincikile ekuthandeni kwamakhasimende — yimali yokuhambisana.

3. Umkhakha wezindawo zokungenisa izihambi kanye nokuqashiswa kwesikhashana. Njengoba izinkundla zezindawo zokungenisa izihambi kanye ne-STR zibhalisa i-CAGR yesicelo esisheshayo (17.1% kuze kube ngu-2030), ukuhlanganiswa kwezikhala ezihlakaniphile nezinhlelo zokuphatha izakhiwo, ukungena kwezihambi okungenazikhiye, kanye nokuphathwa kwezikhala zokufinyelela okuguquguqukayo kumele kube nomkhawulo omkhulu wokukhula kwemali engenayo esikhathini esizayo kuzo zombili izifunda.

Imakethe yezikhala ezihlakaniphile ayiseyona ingxenye encane yesigaba sasekhaya esihlakaniphile. Iba yisendlalelo esibalulekile - sokuphepha kwezindlu, ukuphathwa kokufinyelela kwezohwebo, imisebenzi yokungenisa izihambi, futhi ekugcineni, ukuhamba kwamadolobha kanye nezinqubo zokuhambisa izimpahla. Isakhiwo sezintengo zokugcina eYurophu naseNyakatho Melika sibonisa lokhu kuthuthuka: amazinga amaningi, ukuhlukahluka okuningi, imithetho eminingi, kanye nokuhlanganiswa okuningi.

Kubathengi, izinga eliphakathi $150–$280 / €165–€305 linikeza inani elihle kakhulu lezici ngo-2025. Kubasabalalisi, iziteshi zokuhweba nezamabhizinisi zaseYurophu zinikeza imikhawulo ephezulu ngokwezinhlaka kanye nesisekelo samakhasimende esingazivikela kangcono. Kubatshalizimali, izinhlobo ezivala igebe le-biometric eliphakathi zifanele ukubhekwa kakhulu ezinyangeni ezingama-24 ezilandelayo.

Ukuqala kusegoli. Umbuzo uthi yiziphi izinhlobo ezizolanda kuqala.