堅固型手持式電腦及智慧型手機的全球市場

本報告涵蓋了用於支援企業業務應用的堅固型手持電腦、堅固型智慧型手機和消費級智慧型手機的整體市場機會。報告按地區、國家、行業、部署環境、堅固性、作業系統和顯示器尺寸提供了市場規模和預測。該報告還為市場參與者提供了策略洞察，探討了推動企業行動投資的當前商業和技術趨勢，並評估了競爭格局。

在本報告被刊登的組織

主要調查結果

• 隨著低價市場規模的擴大，堅固型手持終端市場正面臨越來越大的價格壓力。此外，來自其他設備（例如通常使用基於軟體的掃描應用程式的消費性智慧型手機和平板電腦）的競爭，進一步影響了該產品細分市場的市場結構。
• Android 的一個關鍵課題是永無止境的升級週期。原始設備製造商 (OEM) 和獨立軟體供應商 (ISV) 已在企業級支援基礎設施方面投入巨資，以協助企業管理其設備。然而，他們在測試應用程式向後相容性以及維護支援以滿足每次作業系統更新的安全合規性要求方面面臨著巨大的負擔。
• 儘管支援和維護需求逐漸下降，但一些公司（主要是工業物流領域）仍在使用老舊的 Windows CE 設備來延長現有設備的使用壽命。 然而，未來幾年內，這些老舊設備將需要更換。 VDC 估計，截至 2024 年底，目前正在使用的 Windows CE 手持式電腦的數量。
• 預計未來三年堅固型手持式電腦市場的成長將受到運輸/物流和零售業的大量投資的推動。這兩個行業不僅是當今最大的行業細分市場，而且預計也是未來五年成長最快的領域之一。
• 安全性是企業行動技術現代化的主要障礙，也是 IT 和現場營運之間經常產生誤解的根源。複雜的安全策略通常會影響員工的可用性，而身分驗證問題通常會對服務台造成負擔。
• 人工智慧是大多數堅固型設備原始設備製造商 (OEM) 及其客戶關注的關鍵領域。各組織正在採用不同的生成式人工智慧 (Generative AI) 策略，在正確的時間做出正確的選擇將成為關鍵的競爭優勢。
• 對於堅固型行動技術用戶來說，永續性比以往任何時候都更加重要。為了吸引更多客戶，原始設備製造商 (OEM) 正在加強其環保措施。這些措施包括環保包裝、使用再生塑膠和天然材料、以環保的方式處理廢棄物以及提高能源效率。生態設計法規正在開始實施，這迫使堅固型設備供應商進一步延長產品生命週期，並尋找新的方法來使自己與消費級堅固型設備區分開來。
• 在蘋果、三星和谷歌積極進軍企業行動領域的推動下，消費級智慧型手機在企業中發展勢頭強勁。它們熟悉的介面、直覺的使用者介面和廣泛的生態系統，使其成為零售、醫療保健和交通運輸等行業 IT 部門和現場工作人員的理想選擇。

目錄

該報告的內容

本報告涵蓋了哪些問題？

本報告的目標讀者是誰？

該報告重點介紹的組織

摘要整理

全球市場概要·預測

• 全球市場
• 影響堅固型手持裝置及智慧型手機市場的重大變化
• 關注的永續性
• AI的策略性有效利用

地區預測

• 南北美洲
• 歐洲·中東·非洲
• 亞太地區

預測:各產業

• 運輸·物流
• 零售服務
• 現場服務
• 醫療服務
• 公共安全
• 競爭情形

業者簡介:堅固型手持移動式電腦

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

業者簡介:堅固型智慧型手機

• Kyocera
• Samsung
• Spectralink

關於作者

關於VDC Research

相關資料

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)