堅牢型ハンドヘルドコンピューターおよびスマートフォンの世界市場

本レポートでは、企業の業務用アプリケーションをサポートするために使用される堅牢型ハンドヘルドコンピューター、堅牢型スマートフォン、消費者グレードのスマートフォンの全体的な市場機会をカバーしています。地域別、国別、産業別、導入環境別、堅牢性別、OS別、ディスプレイサイズ別の市場規模と予測を掲載しており、さらに、市場参入企業に戦略的考察を提供し、企業モビリティ投資を促進する現在の商業的および技術的動向を論じ、競合情勢を評価します。

本レポートに掲載されている組織

主な調査結果

• 堅牢型ハンドヘルドコンピューター市場では、低価格セグメントの拡大に伴い、価格圧力がますます強まっています。さらに、ソフトウェアベースのスキャンアプリを活用することが多い消費者向けスマートフォンや、タブレットといった他のデバイス形態からの競争が、この製品セグメントの市場構造にさらなる影響を及ぼしています。
• Androidにおける主な課題は、終わりのないアップグレードサイクルです。OEMやISVは、企業が自社端末を管理できるようにエンタープライズ向けのサポート基盤に多大な投資を行ってきました。しかし、アプリケーションの後方互換性テストや、各OSアップデートごとのセキュリティ準拠要件に対応するためのサポート体制の維持が、大きな負担となっています。
• サポートや保守体制が徐々に縮小しているにもかかわらず、一部の企業（主に産業用物流分野）では、Windows CE搭載の旧型端末を引き続き使用し、既存の導入機器の寿命を延ばそうとしています。 しかし今後数年以内には、こうした旧型端末のフリート更新が必要となるでしょう。VDC社は2024年末時点でのWindows CE搭載ハンドヘルドコンピューターの既存導入台数を推定しています。
• 今後3年間における堅牢型ハンドヘルドコンピューター市場の成長は、輸送／物流業界および小売業界への大規模投資によって牽引される見込みです。これら2つの業界は、現時点で市場最大の産業セグメントであるだけでなく、今後5年間で最も成長が期待される分野の1つでもあります。
• セキュリティは、企業におけるモバイル技術の最新化を妨げる大きな障壁であり、IT部門と現場運用部門の間での認識のズレが頻繁に生じる原因でもあります。複雑なセキュリティポリシーが、従業員の使い勝手を悪化させ、認証トラブルがサービスデスクの負担になるケースも多く見られます。
• AIは、ほとんどの堅牢機器OEMおよびその顧客にとって重要な関心領域となっています。各組織は、生成AIに対してさまざまな戦略を採用しており、適切なタイミングで正しい選択をすることが、競争優位性の大きな鍵となります。
• 持続可能性は、堅牢型モバイル技術のユーザーにとってこれまで以上に重要な関心事項となっています。OEM各社は、より多くの顧客に訴求するために、環境配慮の取り組みを強化しています。その内容には、環境にやさしい梱包、リサイクルプラスチックや天然素材の使用、環境配慮型の廃棄処理、エネルギー効率の向上などが含まれます。エコデザインに関する法規制が施行され始めており、堅牢型端末ベンダーは製品ライフサイクルのさらなる延長や、消費者向け堅牢端末との差別化の新たな方法を模索する必要に迫られています。
• 消費者グレードのスマートフォンは、Apple、Samsung、Googleが積極的に企業向けモビリティ分野へ展開していることもあり、企業現場での導入が加速しています。その親しみやすさ、直感的なユーザーインターフェース、広範なエコシステムが、小売、医療、輸送などの業界で、IT部門や現場スタッフの双方に魅力的な選択肢となっています。

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このレポートに掲載されている組織

エグゼクティブサマリー

世界市場の概要・予測

• 世界市場
• 堅牢型ハンドヘルドコンピューターおよびスマートフォンの市場に影響を与える大きな変化
• 注目の持続可能性
• AIの戦略的活用

地域予測

• 南北アメリカ
• 欧州・中東・アフリカ
• アジア太平洋

予測：産業別

• 輸送・物流
• 小売サービス
• フィールドサービス
• 医療サービス
• 公衆安全
• 競合情勢

ベンダープロファイル：堅牢型ハンドヘルドモバイルコンピューター

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

ベンダープロファイル：堅牢型スマートフォン

• Kyocera
• Samsung
• Spectralink

著者について

VDC Researchについて

について

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)