瞰见全球及中国眼镜市场未来 2024全球及国内镜片和隐形眼镜市场回顾与展望

Global&ChinaOpticalGlobal&ChinaOpticalMarketOverviewandTrend镜片和隐形眼镜市场©GfK1©GfK2123GfKIntroduction&ConsumerTrends捷孚凯介绍及消费者趋势Global&ChinaSpectacle&ContactLensesMarketOverview海内外眼镜和隐形眼镜市场概述OpticsMegaTrends光学行业大趋势总结©GfK3123GfKIntroduction&ConsumerTrends捷孚凯介绍及消费者趋势Global&ChinaSpectacle&ContactLensesMarketOverview海内外眼镜和隐形眼镜市场概述OpticsMegaTrends光学行业大趋势总结©GfK4Together,weoffertheFullViewofConsumingBuyingBehaviourNIQ&GfK联手提供市场全貌，展现消费者购买行为洞察Tocreatetheworld’sleadingconsumerintelligencecompanyExpanded,unrivaledglobalcoverageDurableandTechmeetsFMCG以未来为导向人性化Leadersinomni-channelmeasurementandfirst-moversincloud-basedtechnologyplatformsNIQandGfKsharelike-mindedcultures.Combinationwon’tdisruptservicestoourclients.©GfK5GfKGlobalOpticsPanels捷孚凯全球光学版图Europe24EuropeCISAmericasAsiaChinaSingapore JapanSouthKoreaMiddleEastConsumerTrend©GfK6Theworld‘spopulationisageing,impactingtheincidenceofconditionssuchaspresbyopia,glaucomaandcataract世界人口不断老化，影响了老花眼，青光眼和白内障等疾病的发病率○35%30%25%20%15%10%5%0%%populationaged65orolder65岁及65岁以上人口占比29%24%22%20%17%14%197019801990200020102021 JapanItalyGermanySwendenUSAAustralia SouthKoreaChina.Thecommononsetofpresbyopiaisaroundmid-40s.Theincidenceofpresbyopiainthose45orolderisestimatedtobe83-89%2.Currentestimatesindicatethataround26%oftheworld‘spopulationispresbyopic,andthisofcourseissettorise.Uncorrectedpresbyopialeadstolossofproductivityanddecreasedquality-of-life.45岁及以上的老花眼发病率为83-89%。全球约有26%的人口患有老花眼，这个比例会持续上升。老花眼未经矫正会生活质量降低。.Glaucomaistheleadingcauseofirreversibleblindnessintheworld.Beingover50isarisk-factor.Theincidencewillincreasebyaround50%by20403青光眼是一种不可逆的致盲原因，50岁以上是风险点，预计到2040年，相关人群的发病率将增长到50%。.Cataractisthenaturalclumpingofproteinsintheeyewithage(startingaroundage40).Itcausesvisiontobecomecloudy,hazyorblurry.Itcanbetreatedbysurgery,butleftuntreatedeventuallyleadstoblindness.Byage80,morethanhalfofpeoplehavehadcataractsorsurgeryforcataracts4.白内障是随着年龄增长（大约在40岁左右开始）眼睛中蛋白质自然凝聚的现象。它会导致视力变得模糊、朦胧或模糊不清。到了80岁，超过一半的人患有白内障或接受过白内障手术 1OECD–2021.|2PresbyopiaPhysian,June2022.3JournalofOpthamologyVol121,Issue11,Nov2014.|4NationalEyeInstitute,2023©GfK71500001300001100009000070000500003000010000China’sPopulationProjection-MediumVariant（2021-2050）中国人口中长期变动趋势预测（2021-2050）1500001300001100009000070000500003000010000DemographicForecastbyAgeGroupinChina（tenthousandpeople)0-14岁15-64岁0-14岁15-64岁14%31%28%14%31%-10000-100005/16/2024DataSource：CPDRC©8GfK8Thepersonalimportanceofhealthandfitnesshasincreasedvspre-pandemic与疫情前相比，个人对身心健康的重视程度有所提高GfKConsumerLife|PersonalHealthandFitness-Veryimportant/important(ranking)GfK消费者生活|个人身心健康-非常重要/重要（排名）Rankofpersonalvalues*个人价值排名3367%Health&fitness4467%Health&fitness1212201920232019©GfK9GfKConsumerLifeGlobal2023.#4personalvaluePersonalvalueonalistof57consistentlytrackedsince2019,↑8rankfrom2019(ranked©GfK9Lifestylechange:screentimehasincreasedsincethepandemic,havingimplicationsforeyesightandeyehealth生活方式的改变：自疫情以来，屏幕使用时间增加，影响视力和眼部健康59%18ppincreaseprevspostJanuary2020与2020年1月相比，该比例提高了18%•Therateofschoolchildrenwithmorethan2hrsscreentime1屏幕使用时间超过两小时的学龄儿童比例113hoursΛ3.5hoursvspre-pandemicI与疫情前相比，屏幕使用时间增加了3.5小时•Timethatadultsnowspendonaverageinfrontofscreensperday2成人日均屏幕使用时间271%ofECPsreportpatientcomplaintsabouteyestrainandfatigueduetoincreasedscreentime271%的眼科护理专业人士提到患者抱怨屏幕时间增加导致眼睛疲劳2ComputerVisionSyndromeaconcern.计算机视觉症候群的出现是一个值得关注的问题+14%•Salesgrowth2023vs2019ITandOfficeproductsglobally3相比于2019年，2023年全球电子设备销售额增长14%3Source:1YIN,Hui,Qi,Jingbo,YAN,YujieScreentimeamongschool-agedchildrenaged6-14:asystematicreview,April2023.Schoolchildrendefinedasaged6-142/medtech/screen-addicts-rejoice-jj-vision-roll-out-contact-lenses-designed-digital-device-fatigue3GfKMarketIntelligence:SalesTracking,InternationalCoverage(excl.NorthAmerica),SalesrevenuegrowthinUSD2023vs2029.AllITandOfficeproductgroupstracked.©10GfK10©GfK11123GfKIntroduction&ConsumerTrends捷孚凯介绍及消费者趋势Global&ChinaSpectacle&ContactLensesMarketOverview海内外眼镜和隐形眼镜市场概述OpticsMegaTrends光学行业大趋势总结©GfK12GfKOpticsPanelOpticsOptics光学产品GfKGfKprovidesrelatedservicessuchasretailtracking,UniverseStudyresearch,consumerinsight,customizedreports,etc.2.SpectacleLenseGlobalMarketOverview©GfK13SpectacleLensmarketsizeforkeymarketsin20232023年关键市场覆盖率以及市场规模整体零售额：整体零售额：120亿欧元（~约938亿元人民币）TotalRetailMarketSize:€12bn.(~93.8bnCNY)FranceCoverage:98%MarketSize:€4.6bnSpainCoverage:80%MarketSize:€1.3bnGermanyCoverage:60%MarketSize:€3.1bnItalyCoverage:87%MarketSize:€1.6bnRussiaCoverage:95%MarketSize:€461m.JapanCoverage:83%MarketSize:€880m.Source:GfKMarketIntelligence:SalesTracking|PRJ65001-RG5665602–ID616103214©GfK14AllmarketsinvaluegrowthH12023,withSpainkeygrowthmarket2023年上半年，所有市场的销售额都在增长，其中西班牙是主要增长市场Germany,SpainandJapanaremarketsthathavenotrecoveredinvaluevs2019德国、西班牙和日本市场销售额尚未恢复到2019年的水平SpectacleLensesTotalMarket*|GlobalCountryCoverage–Retailsalesonly|Growthrate/PriceEURFix€6.0bn€438m€232m€2.3bn€1.6bn€826m€664m23年上半年市场体量60亿欧元4.4亿欧元2.3亿欧元23亿欧元16亿欧元8.3亿欧元6.6亿欧元39%22%12%8%10%12%8%6%4%3%5%3%4%1%1%4%6%4%3%5%3%4%1%1%4%1%-1%-3%-7%-9%-7%-15%Source:GfKMarketIntelligence:SalesTracking|PG:SPECTACLELENSES|Allavailablemarketsglobally.ValueinEURFix,%ChangeYear-on-Year|PRJ65001-RG5930100-RP44275772|SpecLensesInflationtakestop5sellingproductsineachmarketandcomparesavepriceincreaseJan-Jun2022to2023.GSI:Frames,Lenses,SunglassesGlobalTrends20232022vs2019H12022H12023©GfK15ProgressivelensesarekeygrowthdrProximitylenses,whilstnichearealsogrowingSpectacleLensesTotalMarket*|ByLensType|SalesUnits/ValueEURFix*ProximityProgressiveMonofocalSalesUnitsShare%销售量份额 3333303030313267666565202011720211282022124H1202362UnitGrowth%H12023vsPY2023上半年销售量同比增长率ProximityProximity读书镜片5%Progressive5%渐进镜片-2%Monofocal-2%单焦点镜片SalesValueShare%销售额份额 44435858585938383737202112202211.7202010.6202112202211.7202010.66ValueGrowth%H12023vsPY2023上半年销售额同比增长率Proximity读书镜片Progressive渐进镜片Monofocal单焦点镜片6%5% 3% Source::GfKMarketIntelligence:SalesTracking|PG:SPECTACLELENSES|GrandTotal=Globalcoverage6countriesRetailsalesonly.Note“Others”makesuptheremainingapprox.1%toreach100%sharebase,butwasnotincludedonthischartforvisualclarity.PRJ65001-RG5930100-RP44175706-ID623347375GSI:Frames,Lenses,SunglassesGlobalTrends2023©16GfK16Germany,FranceandSpainProgressivelensesarenotgrowinginGermany,themostsaturatedmarket,sowhatis?渐进镜片在市场饱和度最高的德国并没有增长，那么是什么SpectacleLensesTotalMarket*|ByLensType|SalesValueEURFix-ShareandGrowth%+/-PY|H12023-2023SalesValueShare%Monofocal单焦点镜片Progressive渐进镜片12123960785437463227526667单焦点镜片增长率读书镜片增长率0%1%+7%+2%+10%+6%+5%+3%+5%+4%+32%+1%+14%-16%+8%+14%+9%+25%©GfK17Source::GfKMarketIntelligence:SalesTracking|PG:SPECTACLELENSES|GrandTotal=Globalcoverage6countriesRetailpanelmarket©GfK17PRJ65001-RG5930100-RP44329735-ID44329735GSI:Frames,Lenses,SunglassesGlobalTrends2023ContactLenseGlobalMarketOverview3/31/2023©GfK183/31/2023Japan15%+10%China8%+2%MEA20.6%+17%APAC45.6%+11%LATAM21%+22%AnnualvaluesalesgrowthacceleratedinmostregionsJapan15%+10%China8%+2%MEA20.6%+17%APAC45.6%+11%LATAM21%+22%除中国外，大多数地区的年销售额增长加快，与疫情前相比，全球销售额增长显著ContactLenses|SalesValueUSDfix|RegionContribution&GrowthvsPY%|FullYear(FY)2021,2022,2023隐形眼镜|销售额|地区贡献率和增长率vs同比%|2021、2022、2023年全年EUEU1222%+6%USAUSA48%+7%WorldContactlensesSVgrowth(USDfix)-FY世界隐形眼镜销售额增长率2023vs2022+6.8%2022vs2021+3.3%2021vs2020+11.5%2023vs2019+20.3%©GfK19Source:GfKMarketIntelligence:SalesTracking|ContactLenses|World23countriesinclChinaonline|SalesValueUSD(fix)|PRJ253009-RG©GfK19GlobalStrategicInsights:ContactLensesGlobalTrendReportFY2023销售额Value+6%销售量Dec23Normalization50%40%+1%vs2022+7%vs2021+7%vs2020-2%vs20190%vs2018PreCOVID-19CoreCOVID-19ContactLens销售额Value+6%销售量Dec23Normalization50%40%+1%vs2022+7%vs2021+7%vs2020-2%vs20190%vs2018PreCOVID-19CoreCOVID-19经历疫情的动荡后，隐形眼镜市场销售额增长情况趋于稳定，且高于疫情前平均水平ContactLenses|SalesVolume(monthlyEquivalent2Eyes)Growth%|Europe(12countries)+14%+14%vs201930%20%10%0%-10%-20%-30%-40%Jan-20Jan-21Jan-22Jan-23Jan-19Jan-20Jan-21Jan-22Jan-23RestrictionRestrictionfade-outSource:GfKMarketIntelligence,ContactLenses.Europeantotalpanelmarket.SalesVolumeisSalespermonthlyequivalentof2eyescontactlenswear©GfK20Higherpriceshadapositiveeffectonrevenuegrowth价格上涨对销售额的增长产生了积极影响Priceshavegoneup+4%yearonyearandrevenue+6%价格同比增长+4%，销售额同比增长+6%ContactLenses(soft)–|EU12countries12AveragePricepermonthlywear+4%€23.28€23.47€23.67€24.42€25.4920192020202120222023+6%+6%PriceTradingup/premiumization48%29%23%VolumeIncreasesincreases20232022 Impactfactorsonrevenue20232022Source:GfKMarketIntelligence,ContactLenses.Europeantotalpanelmarket.ValuegrowthinEURfixedcurrency.©GfK21SalesValue-USDFix(Millions)AftertheUS,SpainleadsthewayinMyopiaManagementSalesValue-USDFix(Millions)5countriescontribute87%oftrackedMyopiaManagement*lenssalesglobally5个国家占GfK零售检测范围内全球近视防控*镜片销售额的87%-ContactLenses(soft)|TraditionalSales|MyopiaManagement|Top-706050403020100Source:GfKMarketIntelligence:SalesTracking|Contactlenses|Panelmarket:TraditionalSalesonly.Feature:MyopiaManagement.Top5marketsrankedbysalesvalueUSD.Jan2019-June2023.PRJ253009RG5940457RP44179004|W,2022.GlobalStrategicInsights:ContactLensesGlobalTrendReportFY2023PopulationagedPopulationagedunder1515岁以下的人口France11.7mItaly7.3mGreatBritaiSpain6.6mUSA59.9mGrandTotal©GfK2281%82%77%52%ContactLensesMarketEstimation:CTLmarketincreasedby8.8%year-on-yearto14.581%82%77%52%billionyuan24年隐形眼镜市场估计：隐形眼镜市场规模达145亿元OPTMarketSizeEstimation81%光学市场规模预估81%79%62%FY2018FY2019FY2020FY2021FY2022FY2023EFY2024OFFLINETotal线下总计ONLINE线上onlineshare线上市场规模份额90%80%70%60%50%40%30%20%10%0%©GfK©23GfK监测大品类23年全年同比销售额增速%AmongmostGfKmonitoredcategories,ContactLensperformedwellGfK监测大品类23年全年同比销售额增速%SalesvaluePYgrowth%|GfKmonitoredChinaretailmarket|23FY+2%-5.8%手机通讯+3.8%+0.6%-1.8%-9.9%Source:GfKMarketIntelligence:SalesTracking,InternationalCoverage(excl.NorthAmerica),USDValue&growth2023vs2022,HomeEntertainmentincludesMultifunctionalTechnicalDevicesandSDAincludesPersonalDiagnosticsGlobalStrategicInsights©GfKIn2023,Clearisintheleadingpositioninofflinemarket,whilstToricleadsingrowth.2023年，隐形眼镜线下市场由白片主导且增速较快；散光片市场份额反超彩片且领涨。护理液出现恢复性反弹但中长期依然面临挑战CTLMarket|SalesValuePY%|23FYCTLMarket|SalesValuePY%|23FY9.2%9.2%2.8%-9.9%白片彩片散光片软性隐形眼镜护理液9.7%©GfK3.OpticsMegaTrends结©GfKNewtechnologies:optics,audioandtechcometogetherinsmartglasses新技术：集光学、音频和技术于一身的智能NuanceAudioRay-BanMetaNuanceAudio“Hey“HeyMeta!”ArtificialintelligenceAIinfuturesmartglass，betaavailable.人工智能将运用于智能眼镜，目前已有测试版DesignDesignSmartglassesnowsleek,notTechfeaturesTechfeaturesLivestreamingandinstantHealth&visionAIenhanceslifequalitybycompensatingvisionandhearingloss通过人工智能弥补视力、听力的不足来提高生活品质chunkychunkyasbefore.智能眼镜设计更加时尚轻薄，不再像之前那样笨重photophotoandvideokeyforlatestsmartglasses.直播和拍照录像是智能眼镜的核心功能Source:Waisberg,E.,Ong,J.,Masalkhi,M.etal.Metasmartglasses—largelanguagemodelsandthefutureforassistiveglassesforindividualswithvisionimpairments.Eye(2023)./en/latest-news/ray-ban-meta-glasses-raise-concerns-about-privacy-rights-consent-and-increased-surveillance//news/2023/09/introducing-ai-powered-assistants-characters-and-creative-tools/©GfKThechangingconsumer不断变化的消费者ShapingfuturegrowthopportunitiesforvisioncorrectionWe’regettingolderBecomingmorehealth-consciousNeeding&wantingmoreoptionsAgeingAgeingpopulationsTheworld’spopulationofover60year-oldswillexceed2billionby2050,andwillhavedoubledvs20151.全球60岁以上人口到2050年会比现在翻一倍Highdropoutfromcontactlensesafterage65.65岁以上人群有较高几率从隐形眼镜转回框架眼镜Thisprovidesgrowthopportunitiesforspecialtylenses,suchasmultifocals.功能型镜片的增长机会Health&wellbeingHealth&wellbeingHealth&fitnessasapersonalvalueisincreasinginimportanceacrosstheglobe,especiallyacceleratedbythepandemic2.疫情大大加强了消费者对Demandforproductsthatassistinimprovinghealthconditionsareincreasing.有助于提高消费者NewtechnologiesNewtechnologiesNewcontactlenstechnologiesoffermyopiacorrectionandincreasedpatientcomfort.Astechnologiesimprove,consumersexpectandcravemore.新型隐形眼镜技术提供近视矫正和增加患者舒Comfortandconveniencearebothkeyconsumertrends.舒适和便利是Sources:WorldHealthOrganization,2022;GfKConsumerLife,2023;MyopiaIChangingourwearinghabitsofglassesandcontactlensesChangingChanginglifestylesIt’sestimatedthatcurrentlyaround30%oftheglobalpopulationismyopicandthiswillincreaseto50%by20503.Lifestylechangessuchasincreasedscreentimemaybecontributing.据估计，目前全球约有30%的人口近视，到2050年这一比例将增加至50%。增加屏幕时间等生活方式改变可能是一个因素。PreventativemeasuresimporwellasMyopiaManagemchildren.对青少年来说，预防措施和©GfK欢迎发送邮件至marketing-china@联系我们扫码提交注册免费下载报告©2023NielsenConsumerLLC.AllRightsReserved.提供“全链路，全方位”解决方案，形成有效闭环管理，助力企业对于每个核心业务问题，我们都提供最佳的解决方案•••••••••••势©2023NielsenConsumerLLC.AllRightsReserved.31来•我们的市场表现如何？是什么影响•市场上最畅销的产品是什么？我与我的产品定价与价格段布局是否具•我的销售渠道及区域布局是否和整体市场保持一致？势••••••提供最优的产品定价策略深入分析竞品发展策略渠道布局优化策略建议发现市场增长潜力点判断即将出现的市场趋势及机遇©2023NielsenConsumerLLC.AllRightsReserved.32新结果APIGateway©2023NielsenConsumerLLC.AllRightsReserved.33销售数据与消费者使用情况销售数据与消费者使用情况全面联动分析，精准了解消费者需求，•••••有限，导致产品表现不佳的原因是消费者如何进行购买决策，在哪里怎样促使消费者购买我的品牌或产•提供精准的消费者画像及如何锁定•销售变化与消费者流入流出原因分析提出相应产品及渠道改进方案•新市场消费者特点与品牌用户拟合度分析©2023NielsenConsumerLLC.AllRightsReserved.34©2023NielsenConsumerLLC.AllRightsReserved.结合零售及消费者洞察，从宏观到微观提供结合零售及消费者洞察，从宏观到微观提供全面可靠的预•