Global&Global&ChinaOpticalMarketOverviewandTrend鏡片和隱形眼鏡市場?GfK2123GfKIntroduction&ConsumerTrends捷孚凱介紹及消費者趨勢Global&ChinaSpectacle&ContactLensesMarketOverview海內外眼鏡和隱形眼鏡市場概述OpticsMegaTrends光學行業大趨勢總結?GfK3123GfKIntroduction&ConsumerTrends捷孚凱介紹及消費者趨勢Global&ChinaSpectacle&ContactLensesMarketOverview海內外眼鏡和隱形眼鏡市場概述OpticsMegaTrends光學行業大趨勢總結?GfK4Together,weoffertheFullViewofConsumingBuyingBehaviourNIQ&GfK聯手提供市場全貌，展現消費者購買行為洞察Tocreatetheworld’sleadingconsumerintelligencecompanyExpanded,unrivaledglobalcoverageDurableandTechmeetsFMCG以未來為導向人性化Leadersinomni-channelmeasurementandfirst-moversincloud-basedtechnologyplatformsNIQandGfKsharelike-mindedcultures.Combinationwon’tdisruptservicestoourclients.?GfK5GfKGlobalOpticsPanels捷孚凱全球光學版圖EuropeDenmarkFranceGermanySpain24marketstrackedEuropeDenmarkFranceGermanySpainSwedenItalyNetherlandsNorwayPolandSwitzerlandSwedenItalyNetherlandsNorwayPolandSwitzerlandIrelandGreatBritainCISRussiaAsiaCISRussiaAsiaChinaSingaporeAmericasUnitedStatesBrazilChileJapanSouthKoreaJapanTaiwanMalaysiaTaiwanMiddleEastUAESaudiArabiaConsumerTrend?GfK6Theworld‘spopulationisageing,impactingtheincidenceofconditionssuchaspresbyopia,glaucomaandcataract世界人口不斷老化，影響了老花眼，青光眼和白內障等疾病的發病率35%30%25%20%15%10%5%0%%populationaged65orolder65歲及65歲以上人口占比29%24%22%20%17%14%197019801990200020102021JapanItalyGermanySwendenUSAAustraliaSouthKoreaChinanThecommononsetofpresbyopiaisaroundmid-40s.Theincidenceofpresbyopiainthose45orolderisestimatedtobe83-89%2.Currentestimatesindicatethataround26%oftheworld‘spopulationispresbyopic,andthisofcourseissettorise.Uncorrectedpresbyopialeadstolossofproductivityanddecreasedquality-of-life.45歲及以上的老花眼發病率為83-89%。全球約有26%的人口患有老花眼，這個比例會持續上升。老花眼未經矯正會生活質量降低。nGlaucomaistheleadingcauseofirreversibleblindnessintheworld.Beingover50isarisk-factor.Theincidencewillincreasebyaround50%by20403青光眼是一種不可逆的致盲原因，50歲以上是風險點，預計到2040年，相關人群的發病率將增長到50%。nCataractisthenaturalclumpingofproteinsintheeyewithage(startingaroundage40).Itcausesvisiontobecomecloudy,hazyorblurry.Itcanbetreatedbysurgery,butleftuntreatedeventuallyleadstoblindness.Byage80,morethanhalfofpeoplehavehadcataractsorsurgeryforcataracts4.白內障是隨著年齡增長（大約在40歲左右開始）眼睛中蛋白質自然凝聚的現象。它會導致視力變得模糊、朦朧或模糊不清。到了80歲，超過一半的人患有白內障或接受過白內障手術 1OECD–2021.|2PresbyopiaPhysian,June2022.3JournalofOpthamologyVol121,Issue11,Nov2014.|4NationalEyeInstitute,2023?GfK7China’sPopulationProjection-MediumVariant（2021-2050）中國人口中長期變動趨勢預測（2021-2050）DemographicForecastbyAgeGroupinChina（tenthousandpeople)0-14歲15-64歲65歲及以上14%28%31%1500001300001100009000070000500003000010000-100005/16/2024DataSource：CPDRC?GfK85/16/2024Thepersonalimportanceofhealthandfitnesshasincreasedvspre-pandemic與疫情前相比，個人對身心健康的重視程度有所提高GfKConsumerLife|PersonalHealthandFitness-Veryimportant/important(ranking)GfK消費者生活|個人身心健康-非常重要/重要（排名）Rankofpersonalvalues*個人價值排名3344oHealth44oHealtho&fitness1212201920232019GfKConsumerLifeGlobal2023.#4personalvaluePersonalvalueonalistof57consistentlytrackedsince2019,↑8rankfrom2019(ranked#12in2019)?GfK9Lifestylechange:screentimehasincreasedsincethepandemic,havingimplicationsforeyesightandeyehealth生活方式的改變：自疫情以來，屏幕使用時間增加，影響視力和眼部健康59%個18ppincreaseprevspostJanuary2020與2020年1月相比，該比例提高了18%?Therateofschoolchildrenwithmorethan2hrsscreentime1屏幕使用時間超過兩小時的學齡兒童比例113hours3.5hoursvspre-pandemic與疫情前相比，屏幕使用時間增加了3.5小時?Timethatadultsnowspendonaverageinfrontofscreensperday2成人日均屏幕使用時間271%ofECPsreportpatientcomplaintsabouteyestrainandfatigueduetoincreasedscreentime271%的眼科護理專業人士提到患者抱怨屏幕時間增加導致眼睛疲勞2ComputerVisionSyndromeaconcern.計算機視覺癥候群的出現是一個值得關注的問題+14%?Salesgrowth2023vs2019ITandOfficeproductsglobally3相比于2019年，2023年全球電子設備銷售額增長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.?GfK10?GfK11123GfKIntroduction&ConsumerTrends捷孚凱介紹及消費者趨勢Global&ChinaSpectacle&ContactLensesMarketOverview海內外眼鏡和隱形眼鏡市場概述OpticsMegaTrends光學行業大趨勢總結?GfK12GfKOpticsPanelOpticsProductsOpticsProductsGfKGfKprovidesrelatedservicessuchasretailtracking,UniverseStudyresearch,consumerinsight,customizedreports,etc.GfK提供零售監測的定制化分析報告，門店2.SpectacleLenseGlobalMarketOverview?GfK13SpectacleLensmarketsizeforkeymarketsin20232023年關鍵市場覆蓋率以及市場規模SpectacleLenses|SalesValueEURfix,MATtoJun2023|CoverageJune2023鏡片|銷售額（歐元），滾動年至2023年6月|2023年6月覆蓋率整體零售額：整體零售額：120億歐元（~約938億元人民幣）TotalRetailMarketSize:€12bn.(~93.8bnCNY)FranceSpainGermanyItalyRussiaJapanCoverage:98%Coverage:80%Coverage:60%Coverage:87%Coverage:95%Coverage:83%MarketSize:€4.6bnMarketSize:€1.3bnMarketSize:€3.1bnMarketSize:€1.6bnMarketSize:€461m.MarketSize:€880m.Source:GfKMarketIntelligence:SalesTracking|PRJ65001-RG5665602–ID616103214?GfK14AllmarketsinvaluegrowthH12023,withSpainkeygrowthmarket2023年上半年，所有市場的銷售額都在增長，其中西班牙是主要增長市場Germany,SpainandJapanaremarketsthathavenotrecoveredinSpectacleLensesTotalMarket*|GlobalCountryCoverage–Retailsalesonly|Growthrate/PriceEURFix*-€6.0bn€438m€232m€826m€664m€2.3bn€6.0bn€438m€232m€826m€664m23年上半年市場體量60億歐元4.4億歐元2.3億歐元23億歐元16億歐元8.3億歐元6.6億歐元39%22%10%12%10%8%6%4%1%1%4%1%3%5%6%3%4%8%6%4%1%1%4%1%-1%-3%-7%-9%-7%-15%2022vs2019H12022H12023Source:GfKMarketIntelligence:SalesTracking|PG:SPECTACLELENSES|Allavailablemarketsglobally.ValueinEURFix,%ChangeYear-on-Year|PRJ65001-RG5930100-RP44275772|SpecLensesInflationtakestop5sellingproductsineachmarketandcomparesavepriceincreaseJan-Jun2022to2023.GSI:Frames,Lenses,SunglassesGlobalTrends2023?GfK15Progressivelensesarekeygrowthdriverinvalueandvolume漸進鏡片是銷售額和銷售量增長的主要驅動力Proximitylenses,whilstnichearealsogrowingSpectacleLensesTotalMarket*|ByLensType|SalesUnits/ValueEURFix*ProximityProgressiveMonofocal 333 333330303132銷售量份額6767666565202020212022H12023UnitGrowth%H12023vsPY2023上半年銷售量同比增長率ProximityProximity讀書鏡片Progressive漸進鏡片Monofocal單焦點鏡片5%-2%11712812462Value(bn)SalesValueShare%銷售額份額 44435858585938383737202010.6202211.7202112202010.6202211.72021126ValueGrowth%H12023vsPY2023上半年銷售額同比增長率6%Proximity讀書鏡片6%5%Progressive漸進鏡片5%3% 3% Monofocal單焦點鏡片 Source::GfKMarketIntelligence:SalesTracking|PG:SPECTACLELENSES|GrandTotal=Globalcoverage6countriesRetailsalesonly.Note“Others”makesuptheremainingapprox.1%toreach100%sharebase,butwasnotincludedonthischartforvisualclarity.?GfK16PRJ65001-RG5930100-RP44175706-?GfK16GSI:Frames,Lenses,SunglassesGlobalTrends2023Germany,FranceandSpainleadintermsofshareofprogressivelenses德國、法國和西班牙的漸進鏡片銷售額份額居前列ProgressivelensesarenotgrowinginGermany,themostsaturatedmarket,sowhatis?SpectacleLensesTotalMarket*|ByLensType|SalesValueEURFix-ShareandGrowth%+/-PY|H12023*--2023SalesValueShare%Monofocal單焦點鏡片Progressive漸進鏡片1239123978544652603766326727單焦點鏡片增長率讀書鏡片增長率0%1%+14%+14%+7%+2%-16%+10%+6%+8%+5% +3%+14%+5%+4%+9%+32%+1%+25%?GfK17Source::GfKMarketIntelligence:SalesTracking|PG:SPECTACLELENSES|GrandTotal=Globalcoverage6countriesRetailpanelmarketsalesonlyPRJ65001-RG5930100-RP44329735-ID?GfK17GSI:Frames,Lenses,SunglassesGlobalTrends2023ContactLenseGlobalMarketOverview??GfK18AnnualvaluesalesgrowthacceleratedinmostregionsexceptChina,withsignificantvaluegrowthvspre-pandemicglobally除中國外，大多數地區的年銷售額增長加快，與疫情前相比，全球銷售額增長顯著ContactLenses|SalesValueUSDfix|RegionContribution&GrowthvsPY%|FullYear(FY)2021,2022,2023隱形眼鏡|銷售額|地區貢獻率和增長率vs同比%|2021、2022、2023年全年JapanJapan15%+10%EU1222%+6%China8%+2%MEA20.6%China8%+2%MEA20.6%+17%APAC45.6%+11%LATAM21%+22%USA48%+7%WorldContactlensesSVgrowth(USDfix)-FY世界隱形眼鏡銷售額增長率2023vs2022+6.8%2022vs2021+3.3%2021vs2020+11.5%2023vs2019+20.3%?GfK19Source:GfKMarketIntelligence:SalesTracking|ContactLenses|World23countriesinclChinaonline|SalesValueUSD(fix)|PRJ253009-RG?GfK19GlobalStrategicInsights:ContactLensesGlobalTrendReportFY2023ContactLensmarketgrowthstabilizesathigherlevelsthanbeforethepandemic經歷疫情的動蕩后，隱形眼鏡市場銷售額增長情況趨于穩定，且高于疫情前平均水平ContactLenses|SalesVolume(monthlyEquivalent2Eyes)Growth%|Europe(12countries)50%40%50%40%30%20%10% 0%-10%+14%vs2019銷售額Value+6%+7%vs2021+7%+7%vs2021+7%vs2020+1%vs2022-20%-2%銷售量0%vs20180%vs2018-30%-40%Jan-19Jan-20Jan-21Jan-22Jan-23Dec23NormalizationRestrictionfade-outPreCOVID-19NormalizationRestrictionfade-outPreCOVID-19CoreCOVID-19疫情前疫情肆虐期恢復期Source:GfKMarketIntelligence,ContactLenses.Europeantotalpanelmarket.SalesVolumeisSalespermonthlyequivalentof2eyescontactlenswear?GfK20Higherpriceshadapositiveeffectonrevenuegrowth價格上漲對銷售額的增長產生了積極影響Priceshavegoneup+4%yearonyearandrevenue+6%價格同比增長+4%ContactLenses(soft)-|EU12countries12AveragePricepermonthlywear+ε25.49+4%+ε25.49+4%ε24.42ε23.28ε23.47ε23.67ε24.4220192020202120222023+6%+6%Priceincreases48%29%23%Tradingup/premiumizationVolumeIncreases20232022 Impactfactorsonrevenue20232022Source:GfKMarketIntelligence,ContactLenses.Europeantotalpanelmarket.ValuegrowthinEURfixedcurrency.?GfK21AftertheUS,SpainleadsthewayinMyopiaManagementinchildren西班牙在兒童近視防控方面處于領先地位，僅次于美國市場5countriescontribute87%oftrackedMyopiaManagement*lenssalesglobally5個國家占GfK零售檢測范圍內全球近視防控*鏡片銷售額的87%ContactLenses(soft)|TraditionalSales|MyopiaManagement|Top5marketsSalesValue-rollingMATperiods7060SaSalesValue-USDFix(Millions)403020100Source:GfKMarketIntelligence:SalesTracking|Contactlenses|Panelmarket:TraditionalSalesonly.Feature:MyopiaManagement.Top5marketsrankedbysalesvalueUSD.Jan2019-June2023.PRJ253009RG5940457RP44179004|W,2022.GlobalStrategicInsights:ContactLensesGlobalTrendReportFY2023PopulationagedPopulationagedunder1515歲以下的人口France11.7mItaly7.3m11.7mSpain6.6mUSA59.9mGrandTotal?GfK22ContactLensesMarketEstimation:CTLmarketincreasedby8.8%year-on-yearto14.5billionyuan24年隱形眼鏡市場估計：隱形眼鏡市場規模達145億元OPTMarketSizeEstimation光學市場規模預估光學市場規模預估79%62%81%81%82%77%52%FY2022FY2023EFY2024onlineshare線上市場規模份額FY2018FY2019FY2020FYFY2022FY2023EFY2024onlineshare線上市場規模份額90%80%70%60%50%40%30%20%10%0%2323?GfKAmongmostGfKmonitoredcategories,ContactLensperformedwell在捷孚凱實際監測的大多數類別中，隱形眼鏡表現良好SalesvaluePYgrowth%|GfKmonitoredChinaretailmarket|23FY銷售額同比增長率%GfK監測中國零售市場（線上傳統電商&線下）23年全年（1-12月）+2%GfK監測大品類GfK監測大品類23年全年同比銷售額增速%-5.8%手機通訊+3.8%+0.6%-1.8%-9.9%Source:GfKMarketIntelligence:SalesTracking,InternationalCoverage(excl.NorthAmerica),USDValue&growth2023vs2022,HomeEntertainmentincludesMultifunctionalTechnicalDevicesandSDAincludesPersonalDiagnosticsGlobalStrategicInsights?GfKIn2023,Clearisintheleadingpositioninofflinemarket,whilstToricleadsingrowth.2023年，隱形眼鏡線下市場由白片主導且增速較快；散光片市場份額反超彩片且領漲。護理液出現恢復性反彈但中長期依然面臨挑戰CTLMarket|SalesValuePY%|23FY隱形眼鏡線下市場|銷售額份額%|23全年CTLMarket|SalesValuePY%|23FY隱形眼鏡線下市場分品類|銷售額同比增速%|23全年9.2%9.2%2.8%-9.9%白片彩片散光片軟性隱形眼鏡護理液9.7%?GfK3.OpticsMegaTrends結?GfKNewtechnologies:optics,audioandtechcometogetherinsmartglasses新技術：集光學、音頻和技術于一身的智能Ray-BanMetaNuanceAudio“Hey“HeyMeta!”ArtificialintelligenceAIinfuturesmartglass，betaavailable.人工智能將運用于智能眼鏡，目前已有測試版DesignSmartglassesnowsleek,notTechfeaturesLivestreamingandinstantHealth&visionAIenhanceslifequalitybycompensatingvisionandhearingloss通過人工智能彌補視力、聽力的不足來提高生活品質chunkyasbefore.智能眼鏡設計更加時尚輕薄，不再像之前那樣笨重photoandvideokeyforlatestsmartglasses.直播和拍照錄像是智能眼鏡的核心功能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不斷變化的消費者ShapingfuturegrowthopportunitiesforvisioncorrectionBecomingmorehealth-consciousHealth&wellbeingWe’regettingolderhealth-consciousHealth&wellbeingNeeding&wantingmoreoptionsChanginglifestylesChanginglifestylesNewtechnologiesChangingourwearinghabitsofglassesandcontactlensesAgeingAgeingpopulationsTheworld’spopulationofover60year-oldswillexceed2billionby2050,andwillhavedoubledvs20151.全球60歲以上人口到2050年會比現在翻一倍Highdropoutfromcontactlensesafterage65.65歲以上人群有較高幾率從隱形眼鏡轉回框架眼鏡Thisprovidesgrowthopportunitiesforspecialtylenses,suchasmultifocals.功能型鏡片的增長機會Health&fitnessasapersonalvalueisincreasinginimportanceacrosstheglobe,especiallyacceleratedbythepandemic2.疫情大大加強了消費者對Demandforproductsthatassistinimprovinghealthconditionsareincreasing.有助于提高消費者Newcontactlenstechnologiesoffermyopiacorrectionandincreasedpatientcomfort.Astechnologiesimprove,consumersexpectandcravemore.新型隱形眼鏡技術提供近視矯正和增加患者舒適度。隨著技術的改進，消費者期Comfortandconveniencearebothkeyconsumertrends.舒適和便利是It’sestimatedthatcurrentlyaround30%oftheglobalpopulationismyopicandthiswillincreaseto50%by20503.Lifestylechangessuchasincreasedscreentimemaybecontributing.據估計，目前全球約有30%的人口近視，到2050年這一比例將增加至50%。增加屏幕時間等生活方式改變可能是一個因素。PreventativemeasuresimporwellasMyopiaManagemchildren.對青少年來說，預防措施和Sources:WorldHealthOrganization,2022;GfKConsumerLife,2023;MyopiaI?GfK歡迎發送郵件至marketing-china@聯系我們掃碼提交注冊免費下載報告?2023NielsenConsumerLLC.AllRightsReserved.提供“全鏈路，全方位”解決方案，形成有效閉環管理，助力企業?????勢?2023NielsenConsumerLLC.AllRightsReserved.通過零售數據回答：什么產品、在何時、何處、何種價格銷售，了解當下來?我們的市場表現如何？是什么影響?我們的市場表現如何？是什么影響?市場上最暢銷的產品是什么？我與?我的產品定價與價格段布局是否具?我的銷售渠道及區域布局是否和整體市場保持一致？?競品表現如何？如何保持我們的優勢?2023NielsenConsumerLLC.AllRightsReserved.APIAPIGateway新結果?2023NielsenConsumerLLC.AllRightsReserved. 銷售數據與消費者使用情況全面聯動分析，精準了解消費者需求，?產品銷售表現不佳，營銷活動提升?產品銷售表現不佳，營銷活動提升有限，導致產品表現不佳的原因是?消費者如何進行