Smart Homes: Clear Potential, But Too Many Cooks?

With fragmentation rife, and the leading vendors determined to go it alone progress will be slow

It would be great to be able use your smartphone to turn the oven on when you're out of the house – because you forgot to do that when you left an hour ago. Or how about speaking into your smartwatch to check you turned the heating off while you're on the way to the airport.

These are basic use cases for the smart home, but they are not easy today partly because the sprawling structure of the smart homes market has led to the various interest groups coalescing into silos which are working to  steer the fledgling market in their direction. But another reason why simple use cases have been so hard to execute is that the first purpose-designed operating systems for the smart home only arrived on in 2015, and market participants are still trying to understand how to react.

Up to now, it has seemed that mostly everyone has wanted to own the smart homes market, but in the clamour for control the casualty has been the user experience and a market which is growing more slowly than could have been the case.

The smart homes sector might evolve rather like the gaming industry or mobile industry, where a small number of 'vertical silos' have formed but which are basically incompatible. This would mean that appliance and home electricals vendors would either need to decide which platform to support, or to add ‘multi-mode’ functionality to their products.

This reports looks at the smart home market as it stands today and presents a rich narrative for how it will evolve in the future. The various industry and vendor standards initiatives are reviewed and forecasts are presented for how the market will grow into 2022.

Importantly, the report also contains extensive use cases and practical illustrations of how the smart home will operate in the future.

This report contains the following main sections:

Executive Summary

Market Structure and Segmentation

Integrated Services

Security

Energy Management

Lighting

Enabling Technologies

Entertainment

Service Delivery Platforms

Garden Management

Appliances

Home Healthcare and Wellness

Smart Home Networking

How the Smart Homes Market has Changed in the Last Year

Smart Home Industry Alliances

Smart Home Company Profiles

Market Analysis

Value delivered by Smart Homes products and services

Analysis of all 11 segments of the Smart Homes market

Review of Market Landscape

Future Evolution

Market Forecasts

Appendix

This report includes profiles of the following 33 vendors who are supplying products and services into the Smart Homes market:  

ABB (Switzerland) Insteon (US)
ADT (US) LG (Korea, Rep.)
Amazon (US) Lowe’s (US)
Apple (US) Microsoft (US)
Assa Abloy (Sweden) Nest (US)
AT&T (US) Netatmo (France)
August (US) Panasonic (Japan)
Belkin (US) Parrot (France)
British Gas (UK) Philips (Netherlands)
Alertme.com (UK) Samsung (Korea, Rep.)
Canary (US) Siemens (Germany)
Comcast (US) Skybell (US)
Control4 (US) Sonos (US)
Crestron (US) Texas Instruments (US)
Google (US) Vivint (US)
Honeywell (US) Wink (US)
iControl Networks (US)  

 

This set of forecasts includes detailed historic data and future projections for smart homes installed base and consumer spending. Data is provided from 2010 to 2022 for 15 countries. The Excel file comprises 3 individual data tables and charts.

MARKET ASPECT UNITS GEOGRAPGY YEARS
Smart Homes Active Households Millions United States 2010 to 2022
Smart Homes Active Households Millions Canada 2010 to 2022
Smart Homes Active Households Millions NORTH AMERICA 2010 to 2022
Smart Homes Active Households Millions Germany 2010 to 2022
Smart Homes Active Households Millions France 2010 to 2022
Smart Homes Active Households Millions United Kingdom 2010 to 2022
Smart Homes Active Households Millions Italy 2010 to 2022
Smart Homes Active Households Millions Spain 2010 to 2022
Smart Homes Active Households Millions WESTERN EUROPE 2010 to 2022
Smart Homes Active Households Millions EASTERN EUROPE 2010 to 2022
Smart Homes Active Households Millions China 2010 to 2022
Smart Homes Active Households Millions India 2010 to 2022
Smart Homes Active Households Millions ASIA PACIFIC 2010 to 2022
Smart Homes Active Households Millions Brazil 2010 to 2022
Smart Homes Active Households Millions Mexico 2010 to 2022
Smart Homes Active Households Millions Argentina 2010 to 2022
Smart Homes Active Households Millions LATIN AMERICA 2010 to 2022
Smart Homes Active Households Millions Turkey 2010 to 2022
Smart Homes Active Households Millions South Africa 2010 to 2022
Smart Homes Active Households Millions Israel 2010 to 2022
Smart Homes Active Households Millions MIDDLE EAST & AFRICA 2010 to 2022
Smart Homes Active Households Millions WOLDWIDE 2010 to 2022
         
Smart Homes Consumer Spending USD, Millions United States 2010 to 2022
Smart Homes Consumer Spending USD, Millions Canada 2010 to 2022
Smart Homes Consumer Spending USD, Millions NORTH AMERICA 2010 to 2022
Smart Homes Consumer Spending USD, Millions Germany 2010 to 2022
Smart Homes Consumer Spending USD, Millions France 2010 to 2022
Smart Homes Consumer Spending USD, Millions United Kingdom 2010 to 2022
Smart Homes Consumer Spending USD, Millions Italy 2010 to 2022
Smart Homes Consumer Spending USD, Millions Spain 2010 to 2022
Smart Homes Consumer Spending USD, Millions WESTERN EUROPE 2010 to 2022
Smart Homes Consumer Spending USD, Millions EASTERN EUROPE 2010 to 2022
Smart Homes Consumer Spending USD, Millions China 2010 to 2022
Smart Homes Consumer Spending USD, Millions India 2010 to 2022
Smart Homes Consumer Spending USD, Millions ASIA PACIFIC 2010 to 2022
Smart Homes Consumer Spending USD, Millions Brazil 2010 to 2022
Smart Homes Consumer Spending USD, Millions Mexico 2010 to 2022
Smart Homes Consumer Spending USD, Millions Argentina 2010 to 2022
Smart Homes Consumer Spending USD, Millions LATIN AMERICA 2010 to 2022
Smart Homes Consumer Spending USD, Millions Turkey 2010 to 2022
Smart Homes Consumer Spending USD, Millions South Africa 2010 to 2022
Smart Homes Consumer Spending USD, Millions Israel 2010 to 2022
Smart Homes Consumer Spending USD, Millions MIDDLE EAST & AFRICA 2010 to 2022
Smart Homes Consumer Spending USD, Millions WOLDWIDE 2010 to 2022

 

 

CONTENTS 3
EXECUTIVE SUMMARY 7
MARKET STATUS 7
HOW THE STRUCTURE OF THE SMART HOMES MARKET MIGHT DEVELOP IN THE FUTURE 10
HOW THE SMART HOME OS MARKET MIGHT UNFOLD 11
IMPACT ON INCUMBENTS PLAYERS 12
Incumbent electrical and industrial groups 12
Home automation specialists 13
VOICE CONTROL 14
KEY APPLICATION SEGMENTS 18
VALUE DELIVERED AND SCALE OF DEMAND 19
MARKET FORECASTS 20
MARKET STRUCTURE AND SEGMENTATION 23
INTEGRATED SERVICES 26
SECURITY 29
ENERGY MANAGEMENT 31
LIGHTING 34
ENABLING TECHNOLOGIES 36
Device software 36
Semiconductors 36
Device-to-device communications 37
Hardware 37
ENTERTAINMENT 40
SERVICE DELIVERY PLATFORMS 43
GARDEN MANAGEMENT 46
APPLIANCES 47
HOME HEALTHCARE AND WELLNESS 49
SMART HOME NETWORKING 51
HOW THE SMART HOMES MARKET HAS CHANGED IN THE LAST YEAR 52
Selected Major Vendors 52
Partnerships 57
Technology Alliances 58
Consumer Appliances 58
Acquisitions 59
New Entrants 60
SMART HOMES INDUSTRY ALLIANCES 63
ALLSEEN ALLIANCE (U.S.) 63
OPEN INTERCONNECT CONSORTIUM (OIC) / IOTIVITY 65
THREAD GROUP (U.S.) 66
ZIGBEE ALLIANCE (U.S.) 68
Z-WAVE ALLIANCE (U.S.) 71
SMART HOMES COMPANY PROFILES 73
ABB (SWITZERLAND) 73
ADT (U.S.) 75
AMAZON (U.S.) 77
APPLE (U.S.) 79
ASSA ABLOY (SWEDEN) 81
AT&T (U.S.) 83
AUGUST (U.S.) 86
BELKIN (U.S.) 88
BRITISH GAS (U.K.) 90
ALERTME.COM (U.K.) 92
CANARY (U.S.) 94
COMCAST (U.S.) 96
CONTROL4 (U.S.) 98
CRESTRON (U.S.) 100
GOOGLE (U.S.) 103
HONEYWELL (U.S.) 106
ICONTROL NETWORKS (UNITED STATES) 109
INSTEON (U.S.) 111
LG (KOREA, REP.) 114
LOWE’S (U.S.) 116
MICROSOFT (U.S.) 118
Consumer IoT (Smart Homes) 118
Enterprise IoT 119
Partnerships 120
NEST (U.S.) 123
NETATMO (FRANCE) 126
PANASONIC (JAPAN) 128
PARROT (FRANCE) 130
PHILIPS (NETHERLANDS) 133
SAMSUNG (KOREA, REP.) 136
Samsung Smart Home 136
Samsung SmartThings 138
SIEMENS (GERMANY) 140
SKYBELL (U.S.) 142
SONOS (U.S.) 144
TEXAS INSTRUMENTS (U.S.) 146
VIVINT (U.S.) 148
WINK (U.S.) 151
MARKET ANALYSIS 153
VALUE DELIVERED: SMART HOMES PRODUCTS & SERVICES 154
Same value category, but more convenient 155
Same value category, but lower cost 155
Same value category, but increased usage 157
New value category 158
ADOPTION COSTS: BEHAVIOURAL CHANGES 158
NET VALUE DELIVERED 159
ANALYSIS OF MAJOR APPLICATION SEGMENTS OF THE SMART HOMES MARKET 161
Smart Security 161
Smart Energy Management 163
Smart Lighting 167
Smart Entertainment 168
Smart Garden Management 170
Smart Appliances 172
Integrated Smart Services 177
Home Healthcare and Wellness 181
REVIEW OF MARKET LANDSCAPE 189
Market structure 189
Standards and Interoperability 191
Apple, Google and Microsoft 194
Impact on incumbent players: large electrical groups 196
Impact on incumbent players: home automation specialists 199
FUTURE EVOLUTION 202
MARKET FORECASTS 207
SMART HOMES: WORLDWIDE EXPENDITURE ON PRODUCTS AND SERVICES 207
SMART HOMES: WORLDWIDE HOUSEHOLD ADOPTION 208
SMART HOMES: U.S. SHARE (ACTIVE INSTALLED BASE) 209
SMART HOMES: U.S. SHARE (CONSUMER SPENDING) 210
ABOUT THE AUTHORS 211
ABOUT THE AUTHORS 211
Andrew Sheehy 211
Sara Foster 211

This report contains 61 figures and tables:

LIST of FIGURES

Figure 1

Relative Positioning of Key Segments of the Smart Homes Market with Benchmark Segments

Figure 2

Expenditure on Smart Home Products and Services - Worldwide from 2014 to 2018 (USD, Millions)

Figure 3

Smart Homes Market Landscape and mail Application Domains / Vertical Markets

Figure 4

AllJoyn Schematic

Figure 5

Thread Group Networking Protocol Stack and Home Network

Figure 6

Examples of ZigBee Implementation (Top) and ZigBee PRO Green Power schematic (bottom)

Figure 7

 Z-Wave eExample Devices

Figure 8

ABB ‘free@home’ Smart Home / home Automation / IoT Solution – User Interface

Figure 9

ADTPulse Touchscreen Control

Figure 10

Amazon Echo

Figure 11

Apple HomeKit Device Partners

Figure 12

Example of a Yale’s Keyless Connected Smart Lock (Top) and SmartHome Alarm

Figure 13

AT&T Digital Life Control Interfaces on a Tablet

Figure 14

August Smart Lock and Mobile App

Figure 15

Belkin WeMo App and Insight Switch         

Figure 16

British Gas Smart Energy Monitor (Top) and Hive

Figure 17

The AlertMe Heating Control App (Top) and Online Platform

Figure 18

The Canary and Smartphone App Screenshots

Figure 19

Xfinity Home Smartphone App Screenshots

Figure 20

The Control4 HC-800 Controller and MyHome App

Figure 21

Crestron iPhone App Screenshots (Top) and the Crestron Fusion Energy Management Interface

Figure 22

Google Brillo – Example Compatible Maker/Prototype Hardware (Jan-16)

Figure 23

Google’s Weave Communication Platform (Top) and the Google OnHub Router and App

Figure 24

Honeywell’s Lyric Thermostat & Apps (Top), Evohome Controller Display Guide (Middle), and Tuxedo Touch Controller

Figure 25

The Xfinity Smart Home Controller (Top) and the Piper Device

Figure 26

The Premium Insteon Home Automation Starter Kit

Figure 27

LG HomeChat Appliances and Smartphone App

Figure 28

Lowe’s Iris Home Automation Pack

Figure 29

Windows 10 IoT Core – Example Compatible Maker/Prototype Platforms (Jan-16)

Figure 30

Insteon Smart Home App for Windows Phone

Figure 31

The Nest Thermostat, Nest Protect and Nest Cam

Figure 32

The Netatmo Welcome Camera and Smart Watch Notification

Figure 33

Panasonic Home Safety Starter Kit Plus

Figure 34

Parrot: Flower Power (top) and Zikmu Solo speaker (bottom, left) and app (bottom, right)

Figure 35

Philips Hue Light Bulbs and Bridge (top) and app (bottom)

Figure 36

Samsung Smart Home Schematic (top) and Smart Home app (bottom)

Figure 37

Siemens Synco living range (top) and HomeControl app (bottom)

Figure 38

SkyBell Doorbell and SkyBell App

Figure 39

Sonos Products (top) and App (Bottom)

Figure 40

Texas Instruments SimpleLink (top) and TI’s contribution to the Internet of Things (bottom)

Figure 41

Vivint Touch Panel (Top) and App (bottom)

Figure 42

Wink App and HUB

Figure 43

‘Robear’ – a friendly-faced nurse robot(RIKEN and Sumitomo Riko Company)

Figure 44

 Lutron HomeWorks QS: Dynamic Keypad (left) and the SeeTouch keypad (right)

Figure 45

Expenditure on Smart Home Products and Services - Worldwide from 2010 to 2022 (USD, Millions)

Figure 46

Smart Homes – Active Installed Base from 2010 to 2022 (Millions)

Figure 47

Smart Homes – Share of Active Installed Based that is the U.S. in 2016 and 2010 (Percent)

Figure 48

Smart Homes – Share of Consumer Spending on Products and Services that is the U.S. in 2016 and 2010 (Percent)

 

 

LIST of TABLES

Table 1

Smart Home Market Structure and Segmentation

Table 2

Smart Home: Selected Companies in the Integrated Services Segment

Table 3

Smart Home: Selected Companies in the Security Segment

Table 4

Smart Home: Selected Companies in the Energy Management Segment

Table 5

Smart Home: Selected Companies in the Lighting Segment

Table 6

Smart Home: Selected Companies in the Enabling Technologies Segment

Table 7

Smart Home: Selected Companies in the Entertainment Segment

Table 8

Smart Home: Selected Companies in the Platforms Segment

Table 9

Smart Home: Selected Companies in the Garden Management Segment

Table 10

Smart Home: Selected Companies in the Appliances Segment

Table 11

Smart Home: Selected Companies in the Home Healthcare and Wellness Segment            

Table 12

Smart Home: Selected Companies in the Smart Home Networking Segment

Table 13

Examples of companies Nakono considers to be ‘at risk’ from the arrival of new entrants like Apple and Google

 

 

Report Highlights




  • Profiles of 33 smart homes vendors
  • Market forecasts (expenditure & installed base)
  • Detailed use cases & value analysis
  • Clear market segmentation
  • 211 pages, 61 tables & figures
  • Powerful vision for future

Ordering Information

Title: Smart Homes: Clear Potential, But Too Many Cooks?
Pages: 211
Updated: 26 Jan 2016
License: Single User
Format: PDF
Delivery: Email and Online.
Price: £249
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