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空調設備

市場調查報告書

商品編碼

2123040

空調：市場佔有率分析、產業趨勢與統計、成長預測（2026-2031）

Air Conditioner - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031)

出版日期: 2026年07月31日 | 出版商:

Mordor Intelligence | 英文 150 Pages | 商品交期: 2-3個工作天內

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簡介目錄

根據 Mordor Intelligence 預測，空調市場規模預計將在 2025 年達到 1,652.7 億美元，2026 年達到 1,718.8 億美元，2031 年達到 2,390.1 億美元，2026 年至 2031 年的複合年成長率為 6.42%。

本報告按安裝類型（固定式/已安裝、可攜式/未安裝）、產品類型（窗型冷氣、分離式空調、其他）、最終用戶（住宅、商業）、技術（變頻、非變頻）、容量（小於3kW、3-7kW、大於7kW）、配銷通路（B2B/廠商直銷、B2C/零售消費者）和其他地區（北美、零售消費者）和其他地區（北美、零售消費者）和其他地區（B2C/零售消費者）和北美地區（B2B/零售消費者）。市場預測以美元（USD）計價。

全球空調市場趨勢與洞察

都市區熱島效應加劇和氣溫異常升高

在德里、鳳凰城和杜拜等城市中心，涼爽日數較過去幾年增加了15%至20%，導致全年對住宅和商用空調的需求增加。夜間氣溫升高延長了空調系統的運作時間，使每日負荷增加3至4小時。由於高密度建築材料在白天會吸收熱量，新加坡和阿布達比等城市已製定室內溫度標準，實際上強制要求空調持續運作。隨著這些法規的不斷完善，設備的年運作時間將會增加，從而縮短更換週期。為了避免高額電費，消費者越來越傾向選擇高效能節能的機型。因此，高效分離式空調製造商正受益於這種加速更換需求。

新興中產階級可支配所得的增加

印度、印尼、越南和菲律賓的家庭年收入已超過5,000至7,000美元，這使得擁有空調成為可能。印度的生產連結獎勵計畫計畫（PLI）已為當地空調製造業吸引了12億美元的新投資，並幫助變頻分離式空調的價格從2022年起下降了12%至15%。印尼也出現了類似的收入成長，這意味著其潛在客戶群高達4000萬至5000萬人。空調需求的收入彈性超過1.8，這意味著即使薪資小幅上漲也能顯著提高銷售量。更低的零售價格和更便利的金融方案正在鼓勵人們首次購買空調，並為空調市場創造了廣闊的市場基礎。

與房間空調相比，其較高的初始成本限制了它在低收入地區的普及。

對於年收入低於3000美元的低收入家庭來說，入門級變頻分離式空調的高昂初始成本限制了其普及。這類空調售價在350美元至450美元之間，而空調冷風機或房間冷風機的價格僅為50美元至100美元。此外，由於許多消費者在非正規經濟部門工作，難以獲得正規貸款和信貸，這進一步限制了他們的購買力。在農村和半都市區，不穩定的電力供應構成了另一個障礙，使得可靠的空調難以普及。因此，高階空調主要集中在都市區和高所得地區，而小規模城鎮和鄉村的潛在需求則基本上未被開發。即使有補貼和政府激勵措施，在家庭收入增加和資金籌措管道拓展之前，空調的普及速度仍然緩慢。這種成本障礙也影響消費者的偏好，許多人選擇節能且價格低廉的替代品，只要這些替代品能夠滿足基本的冷凍需求即可。

細分市場分析

預計到2025年，固定式空調的銷售將佔總銷售量的90.5%，凸顯了住宅和商業建築長期以來對永久性製冷的偏好。建築公司在施工過程中會預留空調管道，炎熱氣候地區的建築規範也支持這種做法。然而，租賃需求的成長和遠距辦公的興起正在催生對攜帶式空調的新需求，預計到2031年，可攜式空調的年複合成長率將達到7.53%。

儘管效率較低，但創新的雙變頻可攜式空調正在縮小效能差距。零售商透過將這些產品定位為價格敏感型居住者的“入門級機型”，擴大了空調市場的客戶群。在溫帶歐洲，熱浪持續數週而非數月，可攜式空調正在滿足季節性需求。製造商現在正在為產品添加Wi-Fi控制和智慧家庭相容性功能，從而提升產品的附加價值。

隨著時間的推移，可攜式空調用戶在購買住宅時往往會升級為固定式分離式空調，從而形成穩定的更換需求。因此，儘管固定式空調市場仍然佔據主導地位，但可攜式空調正在推動市場進一步成長，並幫助品牌與新客戶建立早期聯繫。

由於分離式空調將佔總銷售量的68.67%。可攜式空調預計將以7.53%的複合年成長率成長，但由於其基數較小，在預測期內不會取代分離式空調。窗型冷氣持續吸引消費者的目光，尤其是在北美地區，對於牆面空間有限的維修工程而言，窗型空調更是如此。

嵌入式和屋頂式空調專為辦公室、飯店和零售商店設計，其天花板安裝方式可有效利用占地面積。產品界線正在逐漸模糊。新型分離式空調現在具備多區域功能，而此前該功能僅在風管式系統中才有；高階窗型冷氣現在也標配變頻壓縮機。大金的「Emura」系列配備了空氣淨化插件，旨在解決都市區污染問題。

三菱電機透過將多達八台室內機連接到一台室外機，最佳化了大規模公寓大樓的冷卻能力。這項創新使分離式空調保持了強勁的市場需求，並鞏固了其在空調市場的領先地位。

區域分析

預計到2025年，亞太地區將佔全球空調銷售量的47.01%，年複合成長率超過7.17%。中國憑藉沿海城市快速的更換需求以及內陸地區不斷擴大的市場滲透率，成為推動需求成長的主要力量。在印度，與生產掛鉤的獎勵降低了零售價格，吸引了大規模的工廠投資，並促進了國內供應。印尼、越南和菲律賓等新興市場由於空調普及率較低，擁有數千萬潛在的首次購機用戶。

日本和韓國的市場已趨於成熟，但穩定的更換週期和溢價策略仍支撐著銷售成長。兩國嚴格的能源效率法規也使得變頻系統成為主流技術。

北美約佔全球銷量的四分之一，其中大部分需求集中在美國“陽光地帶”，這主要受人口成長和漫長夏季的推動。聯邦能源效率標準正在加速變頻空調的轉變。在加拿大都市區，隨著傳統自然通風冷卻方式逐漸失效，變頻空調的普及速度也很快。墨西哥的情況較為複雜，邊境地區的普及率很高，而南部地區則因電網限制，普及速度較慢。即使在成熟市場，更換週期和收入成長也持續支撐著銷售成長。提供高效節能解決方案的製造商處於有利地位，能夠抓住不斷變化的市場需求。

其他好處

Excel格式的市場預測（ME）表
3個月的分析師支持

市場概覽
市場促進因素
- 都市區熱島效應加劇和氣溫異常升高
- 新興中產階級可支配所得的增加
- 加快節能型變頻空調技術的推廣應用
- 政府激勵措施和補貼以推廣高效節能空調
- 優先考慮職場舒適度和健康的商業租賃協議要求
- 透過人工智慧驅動的預測性維護降低整體擁有成本。
市場限制因素
- 與房間空調相比，其較高的初始成本限制了它在低收入地區的普及。
- 由於冷媒淘汰法規嚴格，合規成本增加
- 由於電網不穩定，易受災地區限制使用空調，並對尖峰負載。
- 與環境、社會及公司治理 (ESG) 相關的融資可以抑制對不環保的暖通空調解決方案的投資。
產業價值鏈分析
波特五力模型
洞察最新市場趨勢與創新
洞察近期市場趨勢（新產品發布、策略性舉措、投資、合作、合資、業務擴張、併購等）
對主要地區的法律規範和能源效率標準進行研究。

第5章市場規模與成長預測

按安裝類型
- 預裝/固定型
- 非安裝/可攜式
依產品類型
- 窗型冷氣（AC）
- 分離式空調（AC）
- 可攜式空調（AC）
- 嵌入式冷氣（AC）
- 整體式/屋頂式空調（AC）
最終用戶
- 住宅
- 商業
透過技術
- 逆變器
- 非逆變器
按產能
- 小於3千瓦
- 3～7kW
- 超過7千瓦
透過分銷管道
- 製造商的B2B/直接銷售
- B2C/零售消費者
  - 多品牌商店
  - 獨家零售商 (EBO)
  - 線上
  - 其他
按地區
- 北美洲
  - 美國
  - 加拿大
  - 墨西哥
- 南美洲
  - 巴西
  - 秘魯
  - 智利
  - 阿根廷
  - 其他南美國家
- 歐洲
  - 英國
  - 德國
  - 法國
  - 西班牙
  - 義大利
  - 比荷盧經濟聯盟
  - 北歐的
  - 其他歐洲國家
- 亞太地區
  - 中國
  - 印度
  - 日本
  - 韓國
  - 澳洲
  - 東南亞
  - 其他亞太國家
- 中東和非洲
  - 阿拉伯聯合大公國
  - 沙烏地阿拉伯
  - 南非
  - 奈及利亞
  - 其他中東和非洲國家

第6章競爭情勢

市場集中度
策略趨勢
市佔率分析
公司簡介
- Daikin Industries
- Gree Electric Appliances
- Midea Group
- Carrier Global
- Haier Smart Home
- LG Electronics
- Mitsubishi Electric
- Panasonic Corporation
- Johnson Controls-Hitachi
- Samsung Electronics
- Trane Technologies
- Lennox International
- Whirlpool Corporation
- BITZER Kuhlmaschinenbau GmbH
- Fujitsu General Ltd.
- Electrolux AB
- Rheem Manufacturing Company
- Qingdao Hisense HVAC equipment Co., Ltd.
- Voltas Limited
- Blue Star Limited

第7章市場機會與未來展望

簡介目錄

Product Code: 66446

According to Mordor Intelligence, the air conditioner market size is projected to be USD 165.27 billion in 2025, USD 171.88 billion in 2026, and reach USD 239.01 billion by 2031, growing at a CAGR of 6.42% from 2026 to 2031.

This report is Segmented by Installation Type (Fixed and Portable ), Product Type (Window AC, Split AC, and More), End-User (Residential and Commercial), Technology (Inverter and Non-Inverter), Capacity (less Than 3 KW, 3-7 KW, and Greater Than 7 KW), Distribution Channel (B2B and B2C), and Geography (North America, South America, and More). The Market Forecasts are Provided in Terms of Value (USD).

Global Air Conditioner Market Trends and Insights

Intensifying Urban Heat-Island Effects and Rising Temperature Anomalies

Urban cores such as Delhi, Phoenix, and Dubai now record cooling degree-day increases of 15-20% compared to previous years, which strengthens year-round demand for residential and commercial cooling. Higher night-time temperatures keep AC systems running for longer hours, lengthening daily load profiles by three to four hours. Dense building materials trap daytime heat, so municipalities like Singapore and Abu Dhabi impose indoor temperature standards that effectively require constant air-conditioner operation. As regulations solidify these requirements, replacement cycles shorten because equipment experiences greater annual run-time. Customers respond by choosing premium, energy-efficient units to avoid high electricity bills. Manufacturers with efficient split systems, therefore, benefit from accelerated replacement demand.

Rising Disposable Income Among the Emerging Middle Class

Households in India, Indonesia, Vietnam, and the Philippines are moving past the USD 5,000-7,000 annual income threshold, which is when AC ownership becomes attainable. India's Production-Linked Incentive (PLI) scheme triggered USD 1.2 billion of fresh investment in local AC manufacturing and helped cut inverter split prices by 12-15% since 2022 . Similar income gains in Indonesia reveal a latent pool of 40-50 million potential buyers. Because the income elasticity of AC demand exceeds 1.8, even modest wage growth generates strong incremental sales. More accessible retail prices and finance options speed first-time adoption, creating a broad base for the air conditioners market.

High initial Cost Compared with Room Coolers, Limiting Adoption in Low-Income Regions

In low-income households earning under USD 3,000 annually, air conditioner ownership remains limited due to the high upfront cost of entry-level inverter split ACs, which range from USD 350 to 450, compared to evaporative or room coolers priced at USD 50 to 100. Limited access to formal financing and credit facilities further restricts purchases, as many consumers work in the informal economy. Rural and semi-urban areas face additional barriers from unreliable electricity supply, making consistent use of AC units challenging. Consequently, premium air conditioners are concentrated in urban and high-income pockets, leaving potential demand in smaller towns and villages largely untapped. Even with subsidies or government incentives, adoption is slow until household incomes increase and financing options expand. This cost barrier also influences consumer preferences, with many opting for energy-efficient but lower-cost alternatives that meet basic cooling needs.

Other drivers and restraints analyzed in the detailed report include:

Accelerated Adoption of Energy-Efficient Inverter AC Technology
Government Incentives and Subsidies Promoting High-Star-Rated Air Conditioners
Stringent Refrigerant Phase-Out Regulations are Increasing Compliance Costs

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Installed units accounted for 90.5% of 2025 revenue, underlining a long-standing preference for permanent cooling in homes and commercial properties. Builders integrate AC piping during construction, and code requirements in hot climates reinforce this habit. Rental growth and remote work, however, generate fresh demand for portable models, which are forecast to expand at a 7.53% CAGR through 2031.

Although efficiency is lower, innovative dual-inverter portables are closing the performance gap. Retailers position these products as an entry point for price-sensitive renters, broadening the customer pool for the air conditioners market. Portable units serve seasonal needs in temperate Europe, where heat waves last several weeks rather than months. Manufacturers now add Wi-Fi controls and smart-home compatibility, which raises perceived value.

Over time, owners of portable units often upgrade to fixed splits when they buy a home, supporting a steady replacement pipeline. The installed segment, therefore, retains dominance, yet portables inject incremental growth and help brands establish early relationships with new customers.

Split systems generated 68.67% of 2025 revenue due to their superior noise profile, energy efficiency, and flexible installation. Portable ACs will grow at a 7.53% CAGR, but their base is smaller, so they will not displace splits in the forecast period. Window units still attract buyers in retrofit projects with limited wall space, especially in North America.

Cassette and rooftop systems cater to offices, hotels, and retail, where ceiling-mount installations free floor space. Product boundaries are converging. New split systems add multi-zone capability once reserved for ducted HVAC, while premium window units now ship with inverter compressors. Daikin's Emura line features air-purification inserts to combat urban pollution.

Mitsubishi Electric links up to eight indoor heads to one outdoor unit, optimizing capacity in large apartments. Such innovation sustains strong interest in splits and solidifies their majority position in the air condition market.

Complete Report Scope:

By Installation Type
- Installed/Fixed
- Non-Installed/Portable
By Product Type
- Window Air Conditioner (AC)
- Split Air Conditioner (AC)
- Portable Air Conditioner (AC)
- Cassette Air Conditioner (AC)
- Packaged & Rooftop Air Conditioner (AC)
By End-User
- Residential
- Commercial
By Technology
- Inverter
- Non-Inverter
By Capacity
- <3 kW
- 3-7 kW
- >7 kW
By Distribution Channel
- B2B/Direct from the Manufacturers
- B2C/Retail Consumers
  - Multi-Brand Stores
  - Exclusive Brand Stores (EBOs)
  - Online
  - Other Distribution Channels
By Geography
- North America
  - United States
  - Canada
  - Mexico
- South America
  - Brazil
  - Peru
  - Chile
  - Argentina
  - Rest of South America
- Europe
  - United Kingdom
  - Germany
  - France
  - Spain
  - Italy
  - BENELUX
  - NORDICS
  - Rest of Europe
- Asia-Pacific
  - China
  - India
  - Japan
  - South Korea
  - Australia
  - South-East Asia
  - Rest of APAC
- Middle East & Africa
  - United Arab Emirates
  - Saudi Arabia
  - South Africa
  - Nigeria
  - Rest of Middle East & Africa

Geography Analysis

The Asia-Pacific region accounted for 47.01% of global air conditioner revenue in 2025 and is expected to grow at over 7.17% CAGR. China drives much of the demand through rapid replacement in coastal cities and rising adoption inland. India's production-linked incentives have lowered retail prices and attracted significant factory investment, boosting local supply. Emerging markets such as Indonesia, Vietnam, and the Philippines represent tens of millions of potential first-time buyers due to low penetration rates.

Japan and South Korea are mature markets, but steady replacement cycles and premium pricing continue to support revenue growth. Strict energy-efficiency regulations in both countries maintain inverter systems as the dominant technology.

North America represents about a quarter of global revenue, with the United States Sun Belt concentrating most demand due to population growth and longer summers. Federal efficiency standards are accelerating the shift to inverter air conditioners. Urban centers in Canada are seeing rapid adoption as traditional passive cooling becomes insufficient. Mexico presents a mixed picture, with high penetration in border regions but slower uptake in the south due to grid limitations. Replacement cycles and rising incomes continue to support revenue growth in mature markets. Manufacturers offering high-efficiency solutions are well-positioned to capture the evolving demand.

Daikin Industries
Gree Electric Appliances
Midea Group
Carrier Global
Haier Smart Home
LG Electronics
Mitsubishi Electric
Panasonic Corporation
Johnson Controls-Hitachi
Samsung Electronics
Trane Technologies
Lennox International
Whirlpool Corporation
BITZER Kuhlmaschinenbau GmbH
Fujitsu General Ltd.
Electrolux AB
Rheem Manufacturing Company
Qingdao Hisense HVAC equipment Co., Ltd.
Voltas Limited
Blue Star Limited

Additional Benefits:

The market estimate (ME) sheet in Excel format
3 months of analyst support

1 Introduction

1.1 Study Assumptions & Market Definition
1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

4.1 Market Overview
4.2 Market Drivers
- 4.2.1 Intensifying urban heat-island effects and rising temperature anomalies
- 4.2.2 Rising disposable income among the emerging middle class
- 4.2.3 Accelerated adoption of energy-efficient inverter AC technology
- 4.2.4 Government incentives and subsidies promoting high-star-rated air conditioners
- 4.2.5 Commercial lease mandates emphasizing workplace comfort and wellness
- 4.2.6 AI-enabled predictive maintenance reduces the total cost of ownership
4.3 Market Restraints
- 4.3.1 High initial cost compared with room coolers, limiting adoption in low-income regions
- 4.3.2 Strict refrigerant phase-out regulations are increasing compliance costs
- 4.3.3 Grid instability and peak-load penalties restrict AC usage in vulnerable regions
- 4.3.4 ESG-linked financing discourages investment in non-green HVAC solutions
4.4 Industry Value Chain Analysis
4.5 Porters Five Forces
- 4.5.1 Threat of New Entrants
- 4.5.2 Bargaining Power of Suppliers
- 4.5.3 Bargaining Power of Buyers
- 4.5.4 Threat of Substitutes
- 4.5.5 Competitive Rivalry
4.6 Insights Into The Latest Trends And Innovations in the Market
4.7 Insights On Recent Developments (New Product Launches, Strategic Initiatives, Investments, Partnerships, JVs, Expansion, M&As, Etc.) In The Market
4.8 Insights on Regulatory Framework and Energy-Efficiency Standards in Key Geographies

5 Market Size & Growth Forecasts

5.1 By Installation Type
- 5.1.1 Installed/Fixed
- 5.1.2 Non-Installed/Portable
5.2 By Product Type
- 5.2.1 Window Air Conditioner (AC)
- 5.2.2 Split Air Conditioner (AC)
- 5.2.3 Portable Air Conditioner (AC)
- 5.2.4 Cassette Air Conditioner (AC)
- 5.2.5 Packaged & Rooftop Air Conditioner (AC)
5.3 By End-User
- 5.3.1 Residential
- 5.3.2 Commercial
5.4 By Technology
- 5.4.1 Inverter
- 5.4.2 Non-Inverter
5.5 By Capacity
- 5.5.1 <3 kW
- 5.5.2 3-7 kW
- 5.5.3 >7 kW
5.6 By Distribution Channel
- 5.6.1 B2B/Direct from the Manufacturers
- 5.6.2 B2C/Retail Consumers
  - 5.6.2.1 Multi-Brand Stores
  - 5.6.2.2 Exclusive Brand Stores (EBOs)
  - 5.6.2.3 Online
  - 5.6.2.4 Other Distribution Channels
5.7 By Geography
- 5.7.1 North America
  - 5.7.1.1 United States
  - 5.7.1.2 Canada
  - 5.7.1.3 Mexico
- 5.7.2 South America
  - 5.7.2.1 Brazil
  - 5.7.2.2 Peru
  - 5.7.2.3 Chile
  - 5.7.2.4 Argentina
  - 5.7.2.5 Rest of South America
- 5.7.3 Europe
  - 5.7.3.1 United Kingdom
  - 5.7.3.2 Germany
  - 5.7.3.3 France
  - 5.7.3.4 Spain
  - 5.7.3.5 Italy
  - 5.7.3.6 BENELUX
  - 5.7.3.7 NORDICS
  - 5.7.3.8 Rest of Europe
- 5.7.4 Asia-Pacific
  - 5.7.4.1 China
  - 5.7.4.2 India
  - 5.7.4.3 Japan
  - 5.7.4.4 South Korea
  - 5.7.4.5 Australia
  - 5.7.4.6 South-East Asia
  - 5.7.4.7 Rest of APAC
- 5.7.5 Middle East & Africa
  - 5.7.5.1 United Arab Emirates
  - 5.7.5.2 Saudi Arabia
  - 5.7.5.3 South Africa
  - 5.7.5.4 Nigeria
  - 5.7.5.5 Rest of Middle East & Africa

6 Competitive Landscape

6.1 Market Concentration
6.2 Strategic Moves
6.3 Market Share Analysis
6.4 Company Profiles {(includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products & Services, and Recent Developments)}
- 6.4.1 Daikin Industries
- 6.4.2 Gree Electric Appliances
- 6.4.3 Midea Group
- 6.4.4 Carrier Global
- 6.4.5 Haier Smart Home
- 6.4.6 LG Electronics
- 6.4.7 Mitsubishi Electric
- 6.4.8 Panasonic Corporation
- 6.4.9 Johnson Controls-Hitachi
- 6.4.10 Samsung Electronics
- 6.4.11 Trane Technologies
- 6.4.12 Lennox International
- 6.4.13 Whirlpool Corporation
- 6.4.14 BITZER Kuhlmaschinenbau GmbH
- 6.4.15 Fujitsu General Ltd.
- 6.4.16 Electrolux AB
- 6.4.17 Rheem Manufacturing Company
- 6.4.18 Qingdao Hisense HVAC equipment Co., Ltd.
- 6.4.19 Voltas Limited
- 6.4.20 Blue Star Limited