美國智慧家庭：市場佔有率分析、產業趨勢與統計及成長預測（2026-2031 年）

根據 Mordor Intelligence 估計，美國智慧家庭市場在 2026 年的價值將達到 545.3 億美元，高於 2025 年的 503 億美元，預計到 2031 年將達到 816.1 億美元。

預計從 2026 年到 2031 年，其複合年成長率將達到 8.4%。

本報告按產品類型（舒適和照明、能源管理、其他）、連接技術（支援 Wi-Fi 的設備、支援 Thread 的設備）、安裝類型（DIY/自行安裝、具有專業安裝的整合系統）、銷售管道（線上零售（亞馬遜、直接面對消費者）、電信和公共產業公司的捆綁銷售（5G-FWA、需量反應套件）和組件進行分類。

美國智慧家庭市場的趨勢與洞察

公共產業支持的節能補貼和動態定價計劃

美國能源部88億美元的「住宅能源補貼」計畫已在加州、夏威夷州、新墨西哥州和紐約州啟動，直接為住宅提供了前所未有的購買力。該計畫於2024年5月在紐約州啟動，引領其他各州積極爭取聯邦資金，用於推廣智慧恆溫器、熱泵和連網熱水器。南加州愛迪生電力公司目前為其在需量反應計畫下註冊認證恆溫器的住宅提供75美元的帳單抵扣。同時，長島公共服務電力公司（PSEG Long Island）已撥款9,245萬美元用於其2025年以連網型設備為重點的節能措施。威斯康辛州為其「能源聚焦」計畫撥款1.49億美元，顯示該州即使在氣候寒冷的地區也高度依賴連網設備來緩解尖峰負載。電力公司透過將降低尖峰時段發電成本所節省的資金再投資於更廣泛的補貼基金，正在創造一個鼓勵用戶採用這些設備的良性循環。

Matter協議的迅速普及正在加速多品牌設備的捆綁銷售。

2024年11月發布的Matter 1.4規範具有里程碑意義，它整合了統一的多管理員控制、擴展的設備類別以及原生Thread網狀網路支援。到2025年中期，已有超過670款基於Thread的產品獲得認證，各大零售商也承諾將專門的展示空間用於展示支援Matter的設備。蘋果公司改變了立場，從HomeKit獨佔轉向全面兼容Matter。此舉顯示整個生態系統已達成共識。 Thread的自癒網路允許不同品牌的設備無需重新配置即可接入，從而消除了先前導致高退貨率的複雜性。計劃於2025年底發布的1.5版本將整合一個與電網互動的能源API，使住宅不再是被動的負載，而是可控的需量反應節點。

人們持續擔憂資料隱私和監控問題

美國聯邦通訊委員會（FCC）於2025年宣布推出「網路信任標誌」（Cyber​​Trust Mark），但由於該標誌仍屬自願性質，設備製造商可以自由選擇逐步實施的方式，而這種方式往往令消費者感到不透明。加州《消費者隱私法案》（CCPA）強制要求明確揭露資料使用情況，並提高了大眾對智慧攝影機、揚聲器和感測器收集資訊的認知。 2025年3月，亞馬遜推出語音資料儲存的自願加入政策，其語音助理的預設設定再次受到審查，並在社群媒體上引發強烈反彈。商用IP攝影機仍無需遵守FCC的認證規定，這仍然是注重安全的家庭所擔憂的問題。家庭結構也使情況更加複雜。年輕家庭樂於接受自動化，而年長家庭或注重隱私的家庭則可能將全天候監控視為侵犯隱私。

細分市場分析

預計2025年，安防系統將占美國智慧家庭支出的29.30%，凸顯了消費者對人身安全和財產保護的本能重視。早期用戶通常從與保險折扣計劃捆綁銷售的攝影機和可視門鈴開始，這些產品隨後會成為更廣泛生態系統的基石。同時，智慧家庭設備預計將實現最快成長，複合年成長率預計達到14.25%，這主要得益於Matter提供的跨品牌相容性以及公共產業對能源之星認證產品的更高回饋。能源管理套裝，特別是整合動態定價方案的智慧恆溫器，將繼續受益於聯邦和州政府的獎勵。家庭娛樂設備正逐漸走向成熟，但由於它們可以作為大螢幕顯示器上的集中式自動化控制面板，因此仍保持著穩定的成長。

隨著消費者越來越重視統一控制，以往各自獨立的產品類別之間的界線逐漸模糊。如今，攝影機整合了人工智慧分析功能，可與照明場景協同工作；冷藏庫則能顯示與能源管理程式相關的即時動態價格通知。總體而言，隨著硬體的融合，人們越來越傾向於認為平台功能將超越單一功能設備，並在未來五年內模糊產品之間的界限。

到2025年，由於路由器的高普及率和易於設置，支援Wi-Fi的設備將佔總出貨量的60.35%。然而，Thread規範預計到2031年將以18.1%的複合年成長率成長，從而獲得顯著的市場佔有率。最新版本1.4提供統一的網狀網路功能，讓來自不同廠商的邊界路由器無需使用者乾預即可組成單一網路。 Thread的低功耗、基於IPv6的架構使感測器即使在參與對安全和能源管理至關重要的即時通訊迴路時，也能維持數年的電池壽命。

Thread 與 Wi-Fi 的融合目前是一種互補關係。高頻寬應用（例如串流媒體攝影機）仍然依賴 Wi-Fi，而低頻寬應用（例如門感測器、洩漏偵測器和按鈕）正在遷移到 Thread。蘋果的 tvOS 26、Google基於 Fuchsia 的 Nest Hub 以及亞馬遜的 Echo Hub韌體均將 Thread 邊界路由器功能作為標準配置，表明其已獲得主流支援。截至 2025 年 6 月，Thread 組織已獲得超過 670 項認證，證實該生態系統已跨越成熟的重要里程碑。

其他好處：

• Excel格式的市場預測（ME）表
• 3個月的分析師支持

目錄

第1章：引言

• 研究假設和市場定義
• 調查範圍

第2章：調查方法

第3章執行摘要

第4章 市場狀況

• 市場概覽
• 市場促進因素
  • 電力公司提供的節能補貼和動態定價計劃
  • Matter 協議的快速普及正在推動多品牌設備捆綁銷售的趨勢。
  • 人們希望“在自己熟悉的家中安享晚年”，以及對“養老科技”（退休科技）的需求，正在加速維修的投資。
  • 安裝智慧安防系統可享保險費折扣
  • ISP提供的5G FWA套餐降低了集線器/套件的進入門檻。
• 市場限制因素
  • 人們對資料隱私和監控的擔憂仍然存在。
  • 在現有住宅存量中由專業人員安裝成本高昂。
  • 由於互通性差距未解決，設備退貨率居高不下
  • 即將推出的美國網路信任標誌將增加網路安全合規成本。
• 價值供應鏈分析
• 監理情勢
• 技術展望
• 波特五力模型

第5章 市場規模與成長預測

• 依產品類型
  • 舒適度和照明
  • 控制和連接
  • 能源管理
  • 家庭娛樂
  • 安全
  • 智慧家庭設備
• 透過連接技術
  • 支援 Wi-Fi 的設備
  • 支援 Thread 的設備
• 按安裝類型
  • DIY/自行安裝
  • 由專業公司進行整合系統安裝
• 按銷售管道
  • 線上零售（亞馬遜，直接向消費者銷售）
  • 通訊/公用事業捆綁包（5G-FWA、需求回應套件）
• 按組件
  • 硬體（設備和集線器）
  • 訂閱和監控服務

第6章 競爭情勢

• 市場集中度
• 策略趨勢
• 市佔率分析
• 公司簡介
  • ABB Ltd.
  • Schneider Electric SE
  • Honeywell International Inc.
  • Nest Labs（Google）
  • Ring（Amazon）
  • LG Electronics Inc.
  • Cisco Systems Inc.
  • Google LLC（Alphabet Inc.）
  • Microsoft Corp.
  • GE Appliances（Haier Group）
  • Legrand SA
  • Lutron Electronics Co. Inc.
  • Whirlpool Corp.
  • Control4 Corp.
  • Savant Systems Inc.（GE Lighting）

第7章 市場機會與未來展望

According to Mordor Intelligence, the United States smart homes market size in 2026 is estimated at USD 54.53 billion, growing from 2025 value of USD 50.30 billion with 2031 projections showing USD 81.61 billion, growing at 8.4% CAGR over 2026-2031.

This report is Segmented by Product Type (Comfort and Lighting, Energy Management, and More), Connectivity Technology(Wi-Fi-Enabled Devices, Thread-Enabled Devices), Installation Type (DIY / Self-Installed, Professionally Installed Integrated Systems), Sales Channel (Online Retail (Amazon, Direct-To-Consumer), Telecom / Utility Bundles (5G-FWA, Demand-Response Kits)), and Component.

United States Smart Homes Market Trends and Insights

Utility-backed Energy-Efficiency Rebates and Dynamic-Pricing Programs

The Department of Energy's USD 8.8 billion Home Energy Rebates program-already live in California, Hawaii, New Mexico, and New York-has placed unprecedented purchasing power directly in homeowners' hands.New York's May 2024 roll-out set the tone for states eager to capture federal dollars for smart thermostats, heat pumps, and connected water heaters. Southern California Edison now offers USD 75 bill credits for enrolling certified thermostats in demand-response schemes, while PSEG Long Island earmarked USD 92.45 million for 2025 efficiency measures focused on connected devices. Wisconsin's USD 149 million allocation under its Focus on Energy program shows that even colder climates are leaning heavily on connected equipment to curb peak loads. Utilities then recycle the savings they achieve on peak-generation costs into broader rebate pools, thereby creating a virtuous adoption cycle.

Rapid Adoption of Matter Protocol Driving Multi-brand Device Bundles

Matter's 1.4 specification, published in November 2024, was the watershed moment when unified multi-admin control, expanded device classes, and native Thread mesh support converged. Over 670 Thread-based products had cleared certification by mid-2025, and major retailers pledged dedicated shelf space to Matter-ready gear. Apple reversed course, shifting from HomeKit exclusivity to full Matter compliance, a move that signaled ecosystem consensus. Self-healing Thread networks now allow devices from different brands to join without re-commissioning, erasing historical complexities that drove high return rates. Version 1.5, expected in late 2025, will embed grid-interactive energy APIs, positioning residences as dispatchable demand-response nodes rather than passive loads.

Persistent Data-Privacy and Surveillance Concerns

Although the FCC unveiled the Cyber Trust Mark in 2025, labeling remains voluntary, leaving device makers free to adopt tiered approaches that consumers often find opaque. California's Consumer Privacy Act requires explicit disclosure of data use, elevating public awareness about what smart cameras, speakers, and sensors collect. Voice-assistant defaults drew renewed scrutiny when Amazon introduced an opt-in voice data retention policy in March 2025, igniting social-media backlash. Professional-grade IP cameras remain outside the FCC label's scope, perpetuating concerns among security-sensitive households. Family dynamics further complicate matters: younger residents may welcome automation, while older or privacy-conscious members view 24-hour monitoring as intrusive.

Other drivers and restraints analyzed in the detailed report include:

1. Aging-in-Place and "Age-Tech" Demand Accelerating Retrofit Spending
2. Insurance Premium Discounts for Smart Security Installations
3. High Professional-Installation Cost for Legacy Housing Stock

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Security systems accounted for a 29.30% share of 2025 spending within the United States smart homes market, underlining consumers' instinctive prioritization of personal safety and property protection. Early adoption often begins with cameras or video doorbells bundled into insurance discount programs, which then serve as launchpads for broader ecosystems. Smart appliances, however, are poised for the fastest lift, tracking a 14.25% CAGR on the strength of Matter-enabled cross-brand compatibility and escalating utility rebates on energy-star units. Energy-management packages-particularly smart thermostats linked to dynamic pricing schemes-continue benefiting from federal and state incentives. Home-entertainment devices, while maturing, still find incremental gains by acting as centralized automation dashboards on large-screen displays.

Consumer emphasis on unified control is closing the gap between historically siloed categories. Cameras now embed AI analytics that cooperate with lighting scenes, while refrigerators surface real-time dynamic-pricing prompts that mesh with energy-management routines. All told, hardware convergence reinforces the view that product labels will blur over the next five years as platform capabilities outpace single-function devices.

Wi-Fi controlled 60.35% of device shipments in 2025, buoyed by widespread router penetration and low incremental setup friction. Yet the Thread specification is on pace to carve out a substantial share, growing at an 18.1% CAGR to 2031. The latest 1.4 build delivers unified mesh capability, enabling multiple vendor border routers to form a single network without user intervention. Thread's low-power, IPv6-based architecture allows sensors to sustain multi-year battery life even while participating in real-time communication loops essential for security and energy management.

The convergence between Thread and Wi-Fi is now complementary: high-bandwidth applications such as streaming cameras still rely on Wi-Fi, whereas low-bandwidth door sensors, leak detectors, and buttons migrate to Thread. Apple's tvOS 26, Google's Fuchsia-based Nest hubs, and Amazon's Echo Hub firmware all ship with Thread border-router functionality, signaling mainstream endorsement. The Thread Group surpassed 670 certifications by June 2025, confirming that the ecosystem has passed a critical maturity threshold.

Complete Report Scope:

• By Product Type
  • Comfort and Lighting
  • Control and Connectivity
  • Energy Management
  • Home Entertainment
  • Security
  • Smart Appliances
• By Connectivity Technology
  • Wi-Fi-enabled devices
  • Thread-enabled devices
• By Installation Type
  • DIY / Self-installed
  • Professionally installed integrated systems
• By Sales Channel
  • Online retail (Amazon, direct-to-consumer)
  • Telecom / Utility bundles (5G-FWA, demand-response kits)
• By Component
  • Hardware (devices and hubs)
  • Subscription and monitoring services

List of Companies Covered in this Report:

1. ABB Ltd.
2. Schneider Electric SE
3. Honeywell International Inc.
4. Nest Labs (Google)
5. Ring (Amazon)
6. LG Electronics Inc.
7. Cisco Systems Inc.
8. Google LLC (Alphabet Inc.)
9. Microsoft Corp.
10. GE Appliances (Haier Group)
11. Legrand SA
12. Lutron Electronics Co. Inc.
13. Whirlpool Corp.
14. Control4 Corp.
15. Savant Systems Inc. (GE Lighting)

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Utility-backed energy-efficiency rebates and dynamic-pricing programs
  • 4.2.2 Rapid adoption of Matter protocol driving multi-brand device bundles
  • 4.2.3 Aging-in-place and age-tech demand accelerating retrofit spending
  • 4.2.4 Insurance premium discounts for smart security installations
  • 4.2.5 5G FWA bundles from ISPs lowering entry barriers for hubs/kits
• 4.3 Market Restraints
  • 4.3.1 Persistent data-privacy and surveillance concerns
  • 4.3.2 High professional-installation cost for legacy housing stock
  • 4.3.3 Device return-rates caused by lingering interoperability gaps
  • 4.3.4 Rising cyber-compliance costs under forthcoming U.S. Cyber-Trust Mark
• 4.4 Value/Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Consumers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitute Products
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Product Type
  • 5.1.1 Comfort and Lighting
  • 5.1.2 Control and Connectivity
  • 5.1.3 Energy Management
  • 5.1.4 Home Entertainment
  • 5.1.5 Security
  • 5.1.6 Smart Appliances
• 5.2 By Connectivity Technology
  • 5.2.1 Wi-Fi-enabled devices
  • 5.2.2 Thread-enabled devices
• 5.3 By Installation Type
  • 5.3.1 DIY / Self-installed
  • 5.3.2 Professionally installed integrated systems
• 5.4 By Sales Channel
  • 5.4.1 Online retail (Amazon, direct-to-consumer)
  • 5.4.2 Telecom / Utility bundles (5G-FWA, demand-response kits)
• 5.5 By Component
  • 5.5.1 Hardware (devices and hubs)
  • 5.5.2 Subscription and monitoring services

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
  • 6.4.1 ABB Ltd.
  • 6.4.2 Schneider Electric SE
  • 6.4.3 Honeywell International Inc.
  • 6.4.4 Nest Labs (Google)
  • 6.4.5 Ring (Amazon)
  • 6.4.6 LG Electronics Inc.
  • 6.4.7 Cisco Systems Inc.
  • 6.4.8 Google LLC (Alphabet Inc.)
  • 6.4.9 Microsoft Corp.
  • 6.4.10 GE Appliances (Haier Group)
  • 6.4.11 Legrand SA
  • 6.4.12 Lutron Electronics Co. Inc.
  • 6.4.13 Whirlpool Corp.
  • 6.4.14 Control4 Corp.
  • 6.4.15 Savant Systems Inc. (GE Lighting)

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-need Assessment