세계의 러기드 핸드헬드 컴퓨터 및 스마트폰 시장

The Global Market for Rugged Handheld Computers & Smartphones

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한글목차

이 보고서는 기업 업무용 용도를 지원하는 데 사용되는 러기드 핸드헬드 컴퓨터, 견고한 스마트폰, 소비자용 스마트폰에 대한 전반적인 시장 기회를 다루고 있습니다. 지역별, 국가별, 산업별, 도입 환경별, 견고성, 성별, OS별, 디스플레이 크기별 시장 규모와 예측을 제공하며, 시장 진출기업에게 전략적 고려사항을 제공하고, 기업 모빌리티 투자를 촉진하는 현재 상업적 및 기술적 동향을 논의하고 경쟁 구도를 평가합니다.

본 보고서에 수록된 조직

주요 조사 결과

• 러기드 핸드헬드 컴퓨터 시장에서는 저가형 부문이 확대됨에 따라 가격 압력이 점점 더 강해지고 있습니다. 또한, 소프트웨어 기반 스캐닝 앱을 주로 사용하는 소비자 스마트폰이나 태블릿과 같은 다른 기기 형태와의 경쟁은 이 제품 부문 시장 구조에 더 많은 영향을 미치고 있습니다.
• 안드로이드의 주요 과제는 끝없는 업그레이드 주기입니다. OEM과 ISV는 기업이 자사 단말기를 관리할 수 있도록 기업용 지원 기반에 많은 투자를 해왔습니다. 그러나 용도의 하위 호환성 테스트와 각 OS 업데이트별 보안 컴플라이언스 요구사항에 대응하기 위한 지원체계 유지가 큰 부담으로 작용하고 있습니다.
• 지원 및 유지보수 체계가 점차 축소되고 있음에도 불구하고, 일부 기업(주로 산업 물류 분야)에서는 Windows CE가 탑재된 구형 단말기를 계속 사용하며 기존 도입 장비의 수명을 연장하려 하고 있습니다. 그러나 향후 몇년내에 이러한 구형 단말기의 교체가 필요할 것입니다. VDC는 2024년 말 기준 Windows CE 탑재 핸드헬드 컴퓨터의 기존 도입 대수를 추정하고 있습니다.
• 향후 3년간 러기드 핸드헬드 컴퓨터 시장의 성장은 운송/물류 및 소매업에 대한 대규모 투자에 의해 주도될 것으로 예측됩니다. 이 두 산업은 현재 시장에서 가장 큰 산업 분야일 뿐만 아니라 향후 5년간 가장 큰 성장이 기대되는 분야 중 하나입니다.
• 보안은 기업에서 모바일 기술의 최신화를 가로막는 큰 장벽이며, IT 부서와 현장 운영 부서 간의 인식 차이가 자주 발생하는 원인이기도 합니다. 복잡한 보안 정책으로 인해 직원들의 사용성을 악화시키고, 인증 문제로 인해 서비스 데스크에 부담을 주는 경우도 많이 볼 수 있습니다.
• AI는 대부분의 견고한 장비 OEM과 그 고객들에게 중요한 관심 분야가 되었습니다. 각 조직은 생성형 AI에 대해 다양한 전략을 채택하고 있으며, 적절한 타이밍에 올바른 선택을 하는 것이 경쟁 우위의 큰 열쇠가 될 수 있습니다.
• 지속가능성은 견고한 모바일 기술 사용자들에게 그 어느 때보다 중요한 관심사가 되고 있습니다. OEM 업체들은 더 많은 고객에게 어필하기 위해 환경 친화적인 노력을 강화하고 있습니다. 그 내용에는 친환경 포장, 재활용 플라스틱 및 천연 소재 사용, 친환경 폐기물 처리, 에너지 효율 향상 등이 포함됩니다. 에코 디자인 관련 법규가 시행되기 시작하면서, 견고한 단말 벤더들은 제품 수명주기를 더욱 연장하고, 소비자용 견고한 단말과 차별화할 수 있는 새로운 방법을 모색해야 할 필요성이 대두되고 있습니다.
• 애플, 삼성, 구글이 기업용 모빌리티 분야에 적극적으로 진출하면서 기업 현장의 스마트폰 도입이 가속화되고 있습니다. 친숙함, 직관적인 사용자 인터페이스, 광범위한 에코시스템은 소매, 의료, 운송 등의 산업에서 IT 부서와 현장 직원 모두에게 매력적인 선택이 되고 있습니다.

목차

이 보고서의 내용

어떠한 질문이 다루지는가?

이 보고서를 읽어야 할 사람은 누구인가?

이 보고서에 게재되어 있는 조직

주요 요약

세계 시장 개요·예측

• 세계 시장
• 러기드 핸드헬드 컴퓨터 및 스마트폰 시장에 영향을 미치는 큰 변화
• 주목 지속가능성
• AI의 전략적 활용

지역 예측

• 아메리카
• 유럽, 중동 및 아프리카
• 아시아태평양

예측 : 산업별

• 운송 및 물류
• 소매 서비스
• 필드 서비스
• 의료 서비스
• 공공안전
• 경쟁 구도

벤더 개요 : 러기드 핸드헬드 모바일 컴퓨터

• Bluebird
• Datalogic
• Honeywell
• Newland AIDC
• Unitech
• Urovo
• Zebra Technologies

벤더 개요 : 러기드 스마트폰

• Kyocera
• Samsung
• Spectralink

저자에 대해

VDC Research에 대해

LSH

영문 목차

영문목차

Inside this Report:

This report covers the overall market opportunity for rugged handheld computers, rugged smartphones, and consumer-grade smartphones used to support enterprise line-of-business applications. It includes market sizing and forecasts by region, country, industry, application environment, ruggedness, OS, and display size. The report provides market participants with strategic insights, discussing current commercial and technical trends driving enterprise mobility investments and assessing the competitive landscape.

What Questions are Addressed?

• What is the outlook for rugged handheld computers and smartphones used for enterprise and government mobility applications?
• What is the relative opportunity by regional market, industry, and application?
• How is the use of consumer devices/smartphones impacting the opportunity for purpose-built solutions? How do rugged OEMs differentiate from competitors as eco-design legislation pushes for longer life span, more durable consumer phones?
• How is the competitive landscape evolving as the market matures? What is the impact of lower-cost Asia brands as they expand beyond their home country markets?
• How do mobile device requirements align with specific vertical markets and applications?
• How will AI be used to support workflows through rugged handheld mobile computers and smartphones? What is the demand for true on-device AI capabilities?
• What is the demand for 5G enabled devices and private cellular? How are connectivity requirements evolving for enterprise mobility solutions?
• What steps are OEMs taking to appeal to customers seeking sustainable solutions?
• How are tariffs and economic uncertainty impacting the market from a vendor performance and ASP perspective? How are OEMs adapting to increased demand for mid and low tier devices?

Who Should Read This Report?

The target audience for this report is decision-makers with marketing, sales, product development, and/or partner development functional responsibilities within mobile device OEMs; organizations distributing, reselling, and/or integrating enterprise mobility solutions in addition to enterprise mobility investment decision makers.

Organizations Listed in this Report:

Executive Summary

OEMs overcame key challenges in 2024 related to channel partners' destocking after taking on excess inventory to counter market volatility and supply chain disruptions. Demand from Teir 1 customers, especially in retail and logistics, returned after upgrades were pushed in 2023. In 2025 and looking ahead to 2026, Tier 1 refreshes are expected to continue driving strong growth in the market. Economic uncertainty and global conflict may have an impact on investments contributing to a slower resurgence, but large deals for 2025 and 2026 are expected to proceed as planned.

Rugged smartphones and handheld computers share a lot of commonalities from a technology stack perspective but historically support differing workflows in enterprise and government. While some workflows overlap, rugged smartphones tend to align with field-based applications that require cellular connectivity. In addition, rugged smartphones align well with PTT-centric use cases in sectors like public safety, field service, construction, energy, and delivery services. Conversely, rugged handheld computers widely support data-capture centric use cases in segments like logistics, delivery services, retail, and manufacturing.

Large deal activity will drive growth in the rugged handheld computer market through 2027, as organizations look to refresh their aging installed base. Giant retail and logistics customers demand tens or even hundreds of thousands of mobile devices during a refresh cycle and heavily influence the overall market when they occur. While many refreshes happen on a rolling basis, massive volumes are still deployed concurrently driving significant revenue growth for the leading vendors fulfilling those orders. Typically, large deals like those expected in the coming years are negotiated at a lower price than smaller deployments, so we might expect the overall market ASP to decrease as a result. Despite this, uncertainty around tariffs is prompting rugged handheld computer vendors to increase their ASPs. While rugged handheld computers are currently exempt from tariffs (electronics exemptions), many accessories and other adjacent technologies are not, and these rules could seemingly change at a moment's notice. Regardless of the uncertainty, vendors profits will certainly be impacted, production will be shifted from China to other global locations, and pricing increases and adjustments will be necessary. Most of the leading rugged handheld computer vendors have already announced general or specific plans to increase pricing and those that have not are expected to follow this trend.

In addition to special-purpose ruggedized handheld computers, enterprises are leveraging general-purpose smartphones for various line of business workflows. This represents a combination of low end/entry class smartphones and flagship devices from the leading smartphone OEMs. Apple and Samsung have been the most active of the large smartphone OEMs in the enterprise space, but Google is beginning to penetrate the market with its Google Pixel line as well. Consumer-grade smartphones are being deployed to support line of business applications across retail, healthcare, transportation, public safety, defense, utilities, and other market segments. These consumer-grade devices are frequently accessorized to create more functional enterprise solutions and are leveraging more advanced software-based scanning solutions to directly challenge special-purpose ruggedized handheld computers with dedicated integrated scanning capabilities.

Key Findings:

• Pricing pressure in the rugged handheld computer market continues to mount as the value-tier segment of the market expands. In addition, competition from consumer smartphones - often leveraging software-based scanning applications - and other form factors such as tablets is further challenging the dynamics of this product segment.
• A key challenge with Android is its persistent upgrade cycle merry go round. While OEMs and ISVs have invested significantly to provide customers with the necessary enterprise support frameworks to manage their devices, the support required to regression test application and address security compliance requirements with each OS update represents a key challenge.
• Despite receding support and maintenance options, some organizations (mostly in industrial logistics environments) will continue to use legacy Windows CE- powered devices extending the life of the installed base. Within a few years these device fleets will need to be updated. At the end of 2024, VDC estimated the installed base of legacy Windows CE- powered handheld computers
• Growth in the rugged handheld computer market will be driven by large investments in the transportation/logistics and retail sectors over the next three years. These two sectors not only represent the largest verticals in the market today but are also among the fastest growing over the five-year forecast period.
• Security is a key barrier for many enterprise mobility modernization efforts and represents a frequent disconnect between corporate IT and operations. Cumbersome corporate security mandates often create employee friction and poor user experiences burdening service desks with access authentication issues.
• Artificial Intelligence (AI) is a point of emphasis for most rugged OEMs and their customers. Organizations are adopting diverse strategies for generative AI (genAI) and making the right choices at opportune times will provide a significant competitive edge.
• Sustainability has never been more important to consumers of rugged mobile technology. OEMs are boosting eco-friendly practices to appeal to more customers. Initiatives include green packaging, use of recycled plastics and organic materials in electronics, environmentally conscious disposal, and improved energy efficiency. As eco-design legislation begins to take effect, rugged vendors will need to further extend mobile device life cycles and find other ways to differentiate from more ruggedized consumer grade devices.
• Consumer-grade smartphones are increasingly being adopted in enterprise environments, driven by the aggressive positioning of Apple, Samsung, and Google in the business mobility space. Their familiarity, intuitive user interfaces, and broad ecosystem support make them appealing options for both IT decision-makers and frontline workers across retail, healthcare, transportation, and other industries.

Table of Contents

Inside this Report

What Questions are Addressed?

Who Should Read This Report?

Organizations Listed in this Report

Executive Summary

• Key Findings

Global Market Overview and Forecast

• Global Market
• Major Shifts Impacting the Rugged Handheld Computer and Rugged Smartphone Landscapes
• Sustainability in the Spotlight
• The Strategic Use of Artificial Intelligence (AI)

Regional Forecasts

• The Americas
• Europe, The Middle East, and Africa (EMEA)
• Asia-Pacific (APAC)

Forecasts by Vertical

• Transportation & Logistics
• Retail Services
• Field Services
• Healthcare Services
• Public Safety
• Competitive Landscape

Vendor Profiles: Rugged Handheld Mobile Computers

• Bluebird
• Datalogic
• Honeywell
• Newland AIDC
• Unitech
• Urovo
• Zebra Technologies

Vendor Profiles: Rugged Smartphones

• Kyocera
• Samsung
• Spectralink

About the Authors

About VDC Research

About

List of Exhibits

• Exhibit 1: Global Shipment Forecasts for Rugged Handheld Mobile Computers (Millions USD)
• Exhibit 2: Global Shipment Forecasts for Rugged Handheld Mobile Computers (Units)
• Exhibit 3: Global Shipment Forecasts for Rugged Smartphones (Millions USD)
• Exhibit 4: Global Shipment Forecasts for Rugged Smartphones (Units)
• Exhibit 5: Global Shipment Forecast for Rugged Handheld Computers by Cellular Activation (Units)
• Exhibit 6: Current and Forecast Global Total Rugged Handheld Shipment by Operating System (Units)
• Exhibit 7: Level of consideration for EPEAT certification by retail, transportation/logistics, manufacturing, public safety, field service, healthcare, and warehousing organizations.
• Exhibit 8: Does your organization intend to purchase devices with dedicated NPUs to support on-device AI processing capabilities?
• Exhibit 9: Americas Shipment Forecasts for Rugged Handheld Mobile Computers and Smartphones (Millions USD)
• Exhibit 10: EMEA Shipment Forecasts for Rugged Handheld Mobile Computers and Smartphones (Millions USD)
• Exhibit 11: APAC Shipment Forecasts for Rugged Handheld Mobile Computers and Smartphones (Millions USD)
• Exhibit 12: Global Forecasts for Rugged Handheld Mobile Computers and Smartphone Shipments to Transportation/Logistics Sector (Millions USD)
• Exhibit 13: Leading Priorities Driving Mobile Solution Investment in Transportation/Logistics Solutions
• Exhibit 14: Global Forecasts for Rugged Handheld Mobile Computers and Smartphone Shipments to Retail Sector (Millions USD)
• Exhibit 15: Leading Priorities Driving Mobile Solution Investment in Retail Solutions
• Exhibit 16: Global Forecasts for Rugged Handheld Mobile Computers and Smartphone Shipments to Field Service (Millions USD)
• Exhibit 17: Leading Priorities Driving Mobile Solution Investment in Field Service Solutions
• Exhibit 18: Global Forecasts for Rugged Handheld Mobile Computers and Smartphone Shipments to Healthcare (Millions USD)
• Exhibit 19: Leading Priorities Driving Mobile Solution Investment in Healthcare Solutions
• Exhibit 20: Global Forecasts for Rugged Handheld Mobile Computers and Smartphone Shipments to Public Safety (Millions USD)
• Exhibit 21: Technical Solutions of Strategic Importance to Public Safety Organizations
• Exhibit 22: 2023 to 2024 Global Rugged Smartphone Market Share (Millions USD)
• Exhibit 23: 2023 to 2024 Global Rugged Handheld Mobile Computer Market Share (Units)
• Exhibit 24: 2023 to 2024 Global Rugged Smartphone Market Share (Millions USD)
• Exhibit 25: 2023 to 2024 Global Rugged Smartphone Market Share (Units)

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