In 2025, the consumer market is undergoing a profound structural transformation, gradually shifting from scale expansion relying on policy stimulus to value growth centered on quality upgrades. Recently, the “Implementation Plan on Enhancing the Matching of Supply and Demand for Consumer Goods and Further Promoting Consumption,” jointly issued by six departments including the Ministry of Industry and Information Technology, clearly proposes to form three trillion-yuan-level consumption sectors and ten hundred-billion-yuan-level consumption hotspots by 2027, injecting strong policy momentum into the transformation of the consumer market. Against this backdrop, smart homes, with their precise demand matching and technological innovation, have become one of the core carriers of quality consumption. As a core track of consumption upgrading, smart homes are undergoing a comprehensive transformation from “single smart products” to “whole-house intelligence,” with the market size continuing to grow rapidly. According to data from the Ministry of Industry and Information Technology, my country’s smart home market reached 756 billion yuan in 2024, and is expected to exceed 800 billion yuan in 2025, and approach the trillion-yuan mark in 2027. The deep application of AI technology has restructured the product forms and service models of smart homes. For example, ovens can automatically identify the material and weight of ingredients and autonomously adapt to baking programs; AI data-driven variable frequency control enables air conditioners to achieve temperature control accuracy of 0.1℃. These products are no longer isolated smart devices, but have formed an interconnected, scenario-based ecosystem. Whole-house smart systems further achieve coordinated linkage of functions such as lighting, security, and energy management. By analyzing users’ living habits through AI algorithms, it can automatically adjust indoor temperature and lighting brightness, optimizing energy consumption; smart security systems, combined with cameras and sensors, can achieve real-time early warning of abnormal situations, effectively improving home security. This proactive and immersive smart experience has become an important symbol of quality consumption.
From the perspective of enterprise distribution, data from Tianyancha Professional Edition shows that as of now, there are over 92,000 smart home-related enterprises in operation or in operation in my country. Among them, Guangdong Province ranks among the top in the number of smart home-related enterprises, accounting for 33.54% of the total number of enterprises nationwide with over 31,000 related enterprises. Following Guangdong Province are Jiangsu Province, Shandong Province, Anhui Province, and Hunan Province.
The explosive growth of new consumer electronics products has further driven the upgrading of the smart home industry chain. AI glasses with voice interaction and real-time translation functions have exceeded one million pre-sale orders. Their industry chain covers multiple fields such as hardware manufacturing, core components, and AI technology, promoting technological iteration in upstream and downstream chip, optics, and software links.
Tianyan Check Research Institute believes that the quality upgrade and transformation of the consumer market is essentially a precise match and value reconstruction between supply and demand. In the future, with continued policy support and breakthroughs in technological innovation, fields such as smart homes will continue to unleash their growth potential, not only cultivating multiple trillion-yuan and hundred-billion-yuan consumer markets, but also driving the consumer economy to leap from scale expansion to high-quality development, injecting lasting momentum into economic growth.
