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市場調查報告書
商品編碼
1965911
氣泡食品飲料市場-全球產業規模、佔有率、趨勢、機會、預測:按類型、原料、分銷管道、地區和競爭格局分類,2021-2031年Bubble Food & Beverages Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Type, By Source, By Distribution Channel, By Region & Competition, 2021-2031F |
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全球食品飲料市場預計將從 2025 年的 49.9 億美元大幅成長至 2031 年的 83.5 億美元,複合年成長率為 8.96%。
該行業以口感為特色的食品為主,例如有嚼勁的粉圓、爆爆珠或澱粉球,主要用於茶飲、甜點和烘焙食品。市場成長的主要驅動力是亞洲茶文化在國際上日益普及,以及消費者對注重口感的感官體驗的需求不斷成長。此外,跨境創新正在拓展該行業的版圖,傳統配料被融入冰淇淋和煎餅等多種食品中,使其吸引力超越了專賣店的範疇。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 49.9億美元 |
| 市場規模:2031年 | 83.5億美元 |
| 複合年成長率:2026-2031年 | 8.96% |
| 成長最快的細分市場 | 泡沫崩壞 |
| 最大的市場 | 亞太地區 |
然而,該產業面臨與供應鏈不穩定相關的重大挑戰,尤其是對木薯根等農業原料的高度依賴,這些原料是生產澱粉的關鍵。影響作物產量的環境因素可能嚴重擾亂全球供應和價格穩定。根據泰國木薯貿易協會的數據,2024年1月至11月,作為泡泡產品重要原料的木薯澱粉出口額達到367億泰銖。過度依賴特定產區對該產業的持續擴張和穩定營運構成重大風險。
進軍北美和歐洲市場的策略性擴張正在重塑全球市場格局,各大品牌紛紛採用積極的直營加盟模式來吸引西方消費者。企業正利用在地化的行銷策略和最佳化的供應鏈,在傳統亞洲市場以外的這些盈利的地區建立業務。關鍵的財務表現支撐了這一成長,證明了手搖茶飲加盟店在非傳統市場的擴充性。例如,QSR Media Asia在2025年4月報道稱,貢茶2024會計年度系統銷售額突破6億美元。這一里程碑的實現得益於其在美國市場的強勁表現以及向新地區的戰略擴張。
同時,Z世代和千禧世代消費的成長正在擴大市場規模,鞏固了飲料作為一種易於客製化的生活方式產品的地位。這些群體對「輕鬆享受的偏好」的偏好正在推動大眾市場品牌銷量的大幅成長,凸顯了該行業對高頻交易的依賴。根據Mikue集團2025年2月發布的招股說明書,該公司在2024會計年度第一季至第三季的九個月內售出了約71億杯飲料。雖然大眾市場的銷售量可觀,但高階市場也創造了相當可觀的價值。四川百茶百道實業有限公司在2025年公佈的2024會計年度全年營收為49.2億元人民幣(約880億日圓),展現了不同消費群體多元化的經濟潛力。
對特定農業投入品(尤其是用於澱粉生產的木薯根)的過度依賴,嚴重阻礙了全球珍珠奶茶及相關甜點市場的穩定和成長。由於手搖茶飲及相關甜點完全依賴木薯作為主要原料,因此該產業極易受到環境因素導致的供應鏈波動的影響。當主要產區遭遇惡劣天氣或植物疾病時,製造商即時面臨原料短缺和成本上漲的局面。這種不可預測性會擾亂生產計畫,迫使品牌承擔增加的成本,並可能阻礙新產品線的推出或延遲進入新興市場。
近期農業統計數據凸顯了這些供應限制的嚴重性。根據泰國木薯貿易協會報告,2024年新鮮木薯根的總產量較上年度下降約20%。這一降幅歸因於持續乾旱和植物疾病。原料供應的大幅減少直接限制了木薯澱粉的供應,迫使市場參與企業優先考慮庫存管理而非業務擴張。因此,缺乏穩定的原料供應保障使得制定長期產業計畫變得困難,並減緩了整個產業的整體發展。
隨著主要企業積極適應日益嚴格的環境法規和不斷變化的消費者價值觀,向永續和可生物分解包裝解決方案的轉變正在從根本上改變全球泡騰食品飲料市場的營運標準。各大品牌正逐步淘汰一次性塑膠製品,並積極推行全面的減廢棄物舉措,包括採用聚乳酸(PLA)材料和倡導消費者養成環保意識。此舉超越了單純的合規要求,成為現代品牌形象的核心,企業主動揭露其塑膠使用量的減少情況,以建立社會信任。根據Mikue集團2025年4月發布的ESG報告,綠色消費推廣措施已促成1.86億份顧客訂單減少包裝袋的使用,到2024年底,這顯示消費者對永續性措施的參與度很高。
同時,功能性和健康導向成分的興起正在重塑產品開發,使珍珠奶茶從單純的偏好轉變為健康補水飲品。生產商積極更新產品菜單,推出新鮮蔬果混合飲品和低糖替代品,將手搖茶飲定位為健康生活方式的組成部分。即使注重健康的消費者可能更傾向於避免含糖飲料,這項策略調整也透過提高購買頻率,有助於穩定品牌收入。這項策略的經濟成效體現在奈雪控股株式會社於2025年8月公佈的中期財務表現。該公司直營店的同店銷售額成長了2.3%,這一成長趨勢顯然與健康導向策略以及「每日蔬果水瓶」系列的推出密切相關。
The Global Bubble Food & Beverages Market is projected to expand significantly, rising from USD 4.99 Billion in 2025 to USD 8.35 Billion by 2031, reflecting a CAGR of 8.96%. This sector is defined by culinary items featuring chewy tapioca pearls, popping boba, or starch-based spheres, which are predominantly found in tea-based drinks, desserts, and bakery products. Market momentum is primarily sustained by the growing international acceptance of Asian tea culture and an increasing consumer desire for texture-oriented sensory experiences. Additionally, cross-border innovation is broadening the industry's scope, as traditional toppings are increasingly incorporated into diverse formats like ice cream and pancakes, extending appeal beyond specialty tea shops.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 4.99 Billion |
| Market Size 2031 | USD 8.35 Billion |
| CAGR 2026-2031 | 8.96% |
| Fastest Growing Segment | Bursting Bubble |
| Largest Market | Asia Pacific |
However, the sector confronts substantial obstacles related to supply chain volatility, specifically its acute dependence on agricultural raw materials such as cassava roots for starch production. Environmental factors affecting crop yields can cause severe disruptions in global availability and price stability. Data from the Thai Tapioca Trade Association indicates that from January to November 2024, the export value of tapioca starch-a vital ingredient for bubble products-amounted to 36.7 billion Thai Baht. This heavy reliance on concentrated sourcing regions presents a considerable risk to the industry's continuous expansion and the maintenance of consistent operations.
Market Driver
Strategic expansion into North American and European markets is redefining the global landscape, with brands aggressively implementing direct franchising models to engage Western consumers. Companies are venturing beyond traditional Asian strongholds by utilizing localized marketing strategies and optimized supply chains to establish a presence in these lucrative regions. This growth is corroborated by major financial achievements that prove the scalability of bubble tea franchises in non-traditional markets; for example, QSR Media Asia reported in April 2025 that Gong cha achieved system-wide sales surpassing $600 million for the 2024 fiscal year, a milestone driven by strong performance in the United States and strategic entries into new territories.
Simultaneously, rising consumption among Gen Z and Millennial demographics is fueling market volume, cementing the beverage's position as an accessible, customizable lifestyle product. The preference for on-the-go indulgence within these groups has generated massive sales numbers for mass-market brands, highlighting the industry's dependence on high-frequency transactions. According to a February 2025 prospectus from Mixue Group, the company sold roughly 7.1 billion cups in the first nine months of 2024 alone. While mass-market volume is essential, the premium segment also generates significant value; Sichuan Baicha Baidao Industrial Co., Ltd. reported an annual revenue of RMB 4.92 billion for the 2024 fiscal year in 2025, demonstrating the varied economic potential across different consumer tiers.
Market Challenge
The intense dependence on specific agricultural inputs, notably cassava roots for starch production, constitutes a major hurdle to the stability and growth of the Global Bubble Food & Beverages Market. Because the essential ingredients for bubble tea and related desserts rely wholly on this crop, the industry is intrinsically susceptible to supply chain fluctuations triggered by environmental conditions. When primary sourcing regions suffer from adverse weather or plant diseases, manufacturers encounter immediate shortages and rising input costs. This unpredictability interferes with production schedules and compels brands to absorb increased expenses, potentially hindering the creation of new product lines and delaying entry into emerging markets.
Recent agricultural statistics underscore the severity of these supply constraints. As reported by the Thai Tapioca Trade Association, the total yield of fresh cassava roots dropped by approximately 20 percent in 2024 compared to the prior crop year, a decline attributed to extended drought and plant disease. Such a significant contraction in raw material supplies directly limits the availability of tapioca starch, forcing market participants to prioritize inventory management over business expansion. Consequently, the failure to guarantee a steady stream of ingredients compromises long-term operational planning and decelerates the sector's overall progress.
Market Trends
The shift toward sustainable and biodegradable packaging solutions is fundamentally transforming operational standards within the Global Bubble Food & Beverages Market as major companies adapt to stricter environmental regulations and evolving consumer values. Brands are increasingly abandoning single-use plastics in favor of comprehensive waste reduction initiatives, such as adopting polylactic acid (PLA) materials and encouraging eco-friendly customer habits. This move represents more than just regulatory compliance; it is central to modern brand identity, with firms actively disclosing plastic footprint reductions to foster community trust. According to Mixue Group's April 2025 ESG Report, initiatives promoting green consumption led to 186 million orders where customers opted out of packaging bags by the end of 2024, demonstrating immense consumer engagement in sustainability efforts.
Concurrently, the rise of functional and wellness-oriented ingredients is reshaping product development, steering the category from pure indulgence toward health-conscious hydration. Manufacturers are aggressively updating menus to feature fresh fruits, vegetable blends, and low-sugar alternatives, thereby positioning bubble tea as a legitimate part of a healthy lifestyle. This strategic adjustment helps brands stabilize revenue by boosting purchase frequency among health-aware consumers who might otherwise avoid sugary drinks. The financial success of this approach is reflected in Nayuki Holdings Limited's August 2025 interim results, which noted a 2.3 percent rise in same-store sales at self-operated locations, a growth trend explicitly linked to its health-focused strategy and the introduction of the "Daily Fruit & Vegetable Bottle" series.
Report Scope
In this report, the Global Bubble Food & Beverages Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Bubble Food & Beverages Market.
Global Bubble Food & Beverages Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: