Segmentation trend:
health monitoring: smart mattress can monitor heart rate, sleep quality, and data synchronization to health management platforms (such as Sophia smart mattress).
senior-friendly design: non-slip floor mats, electric nursing beds, smart medicine boxes and other senior-friendly products grow by more than 55% (such as Wanhua ecological senior-friendly packaging solution).
Modular customization: IKEA "Lego-style module library" supports users to freely combine cabinets and adapt to different space needs.
3. Market structure and competition
Global market:
Scale breaks through 5 trillion yuan (forecast in 2025), China accounts for a significant proportion, but the industry concentration is less than 15%, and the market competition is fierce.
foreign brands: Germany's Baili, Italy's Veneda Group occupies the high-end market with its design advantages.
Local leaders: Oupai Home Furnishing, Sophia, and Zhibang Home Furnishing expand their share through whole-house customization and intelligent transformation.
Chinese market characteristics:
Regional differentiation: The Yangtze River Delta and the Pearl River Delta contribute 58% of the country's production capacity. The central and western regions undertake industrial transfer and become an emerging growth pole.
Channel change: Online and offline integration accelerates, IKEA store model focuses on community-based services, and Master Wan platform provides installation services covering 99.8% of the country's districts and counties.
Consumption stratification:
lower-tier market: Pursue "quality-to-price penetration" (high function + low price), such as Genji Muyu cost-effective furniture.
first-line middle class: tend to "emotional premium" (cultural IP + scene ritual), such as MUJI parent-child home solutions.
Corporate Strategy:
Product Innovation: Lin's Sleep launched a native bamboo fiber environmentally friendly mattress, with a bacteriostatic rate of 91%; Zhibang Home Furnishing realized the integration of design and order through the PLM system.
Service Upgrade: Oupai Home Furnishing provided a "Design-Supply Chain-Delivery" systematic solution, and Sophia launched a whole custom X Mijia ecological full-scene experience.
Technical Integration: Huawei Hongmeng Zhijia realized the whole house intelligent control through voice, sensing, and central control family, and cracked the barriers to product collaboration.
IPv6 network 