July 15, 2026 | Shenzhen / Global
As smart home ecosystems deepen their penetration and household security demands escalate, the global video doorbell (smart doorbell) industry entered a period of structural adjustment in 2026. According to recent market research, global video doorbell shipments reached 120 million units in 2025, with the market size exceeding 9.6billion∗∗.Itisprojectedtoclimbto∗∗11.2 billion in 2026, maintaining a robust CAGR of 17.95%.
Regional performance is distinctly polarized. North America continues to lead with high smart home adoption, capturing approximately 37.5% of the global market, favoring high-end integrated products. The Asia-Pacific (APAC) region has emerged as a growth engine; China, the largest single market (52% of APAC), benefits from smart in new builds and strong demand for entry-level products (CNY 300-600) in lower-tier cities. The European market, influenced by GDPR and new General Product Safety Regulations, saw growth slow to around 12%, yet this has accelerated the adoption of localized storage and edge-processing technologies.
Industry focus has shifted from mere resolution upgrades to Edge-AI intelligence and connectivity standardization. In 2026, the penetration of edge computing AI chips is expected to exceed 45%, with mid-to-high-end models supporting facial recognition, package detection, and generative AI greetings gaining traction. The release of Matter 1.5.1 refined doorbell device definitions, with over 120 brands integrated as of Q1 2026, attempting to break ecosystem silos.
Furthermore, low-power design achieved breakthroughs; radar+video fusion detection (e.g., mmWave + AI review) effectively solved false alarm issues of traditional PIR sensors, while solar and supercapacitor solutions covered nearly 23% of new releases.
Data security and privacy compliance became the biggest variable in 2026. The EU AI Act classifies biometric doorbells as high-risk systems, the US FTC intensified penalties for deceptive 'local AI' marketing (e.g., Anker Eufy settlement), and China implemented data classification rules for smart home devices, forcing vendors to invest heavily in end-to-end encryption and privacy computing.
In terms of business models, hardware-only margins are thinning, making 'Device + Cloud Subscription Services' the mainstream—subscription revenue accounted for 22% in 2025 and is expected to surpass 35% by 2027. Meanwhile, the industry is shifting from standalone hits to systematic competition as the 'entry node' linked with smart locks and whole-home ecosystems.
Despite supply chain fluctuations and rising compliance costs, the essential role of video doorbells as the 'first line of defense' remains unchanged. Future competition will hinge on false-alarm mitigation algorithms, cross-ecosystem interoperability, and lifecycle privacy security capabilities.
