{"id":1612,"date":"2022-11-24T15:25:14","date_gmt":"2022-11-24T15:25:14","guid":{"rendered":"https:\/\/blog.spbinvest.hu\/?p=1612"},"modified":"2022-11-25T08:29:17","modified_gmt":"2022-11-25T08:29:17","slug":"spb-jo-beszallasi-lehetosegeket-kinalnak-a-smart-home-iparag-tozsdei-szereploi","status":"publish","type":"post","link":"https:\/\/blog.spbinvest.hu\/?p=1612","title":{"rendered":"SPB: j\u00f3 besz\u00e1ll\u00e1si lehet\u0151s\u00e9geket k\u00edn\u00e1lnak a smart home ipar\u00e1g t\u0151zsdei szerepl\u0151i \u00a0"},"content":{"rendered":"

V\u00e1rhat\u00f3an m\u00e9g az id\u00e9n a B\u00c9T-en is megjelenhet az els\u0151 okosotthon-c\u00e9g<\/strong><\/p>\n

Neh\u00e9z \u00edg\u00e9retes befektet\u00e9si lehet\u0151s\u00e9geket tal\u00e1lni a glob\u00e1lis t\u0151kepiacokon az idei \u00e9vre jellemz\u0151 pesszimista hangulatban, \u00e1m a smart home \u00e9s a smart city olyan h\u00edv\u00f3szavak manaps\u00e1g, amelyekre egyre t\u00f6bb befektet\u0151 figyel fel, ugyanis ez a fiatal ipar\u00e1g v\u00e1rhat\u00f3an vil\u00e1gszerte ugr\u00e1sszer\u0171 n\u00f6veked\u00e9s el\u0151tt \u00e1ll. Az okosotthonok piaca a becsl\u00e9sek szerint glob\u00e1lisan 115,67 milli\u00e1rd amerikai doll\u00e1ros \u00e1rbev\u00e9telt termel 2022-ben \u2013 amelyb\u0151l az eur\u00f3pai piac id\u00e9n k\u00f6r\u00fclbel\u00fcl 29,1 milli\u00e1rd doll\u00e1rt tesz ki \u2013, r\u00e1ad\u00e1sul vil\u00e1gviszonylatban a piac m\u00e9rete az el\u0151rejelz\u00e9sek szerint 2024-re 155,82 milli\u00e1rd doll\u00e1rra n\u0151het \u2013 h\u00edvja fel a figyelmet az SPB Befektet\u00e9si Zrt. portf\u00f3li\u00f3menedzsere.<\/strong><\/p>\n

Az energiav\u00e1ls\u00e1g \u00e9s az 5G is hajtja az okosotthon-piacot<\/strong><\/p>\n

2020-ban vil\u00e1gszerte a h\u00e1ztart\u00e1sok 10,7 sz\u00e1zal\u00e9ka sz\u00e1m\u00edtott okosotthonnak, ez az ar\u00e1ny glob\u00e1lisan 19 sz\u00e1zal\u00e9kra n\u0151het 2024-re. Az okosotthonok terjed\u00e9s\u00e9t gyors\u00edtja a jelenlegi energiav\u00e1ls\u00e1g, ugyanis a h\u00e1ztart\u00e1sok h\u0171t\u00e9s\u00e9nek, f\u0171t\u00e9s\u00e9nek, \u00e1rny\u00e9kol\u00e1s\u00e1nak vagy v\u00edzfogyaszt\u00e1s\u00e1nak okos\u00edt\u00e1sa r\u00e9v\u00e9n ak\u00e1r 15-20 sz\u00e1zal\u00e9kkal is cs\u00f6kkenthet\u0151 egy ingatlan energiafelhaszn\u00e1l\u00e1sa. Az SPB Befektet\u00e9si Zrt. szak\u00e9rt\u0151i szerint az ipar\u00e1g b\u0151v\u00fcl\u00e9s\u00e9t t\u00e1mogatja az 5G h\u00e1l\u00f3zatok megjelen\u00e9se is, mivel a vezet\u00e9k n\u00e9lk\u00fcli technol\u00f3gia \u00f6t\u00f6dik gener\u00e1ci\u00f3ja ak\u00e1r \u00f6tvenszer gyorsabb sebess\u00e9g el\u00e9r\u00e9s\u00e9re is k\u00e9pes lehet, mint a 4G, \u00edgy az otthoni okoseszk\u00f6z\u00f6k k\u00e9pesek lesznek kapcsol\u00f3dni m\u00e1s adatig\u00e9nyes alkalmaz\u00e1sokhoz, p\u00e9ld\u00e1ul az okosv\u00e1ros-technol\u00f3gi\u00e1khoz vagy az \u00f6nvezet\u0151 aut\u00f3khoz.<\/p>\n

J\u00f3 besz\u00e1ll\u00e1si lehet\u0151s\u00e9get k\u00edn\u00e1lnak a smart home c\u00e9gek<\/strong><\/p>\n

A smart home ipar\u00e1gon bel\u00fcl is lend\u00fcletes n\u00f6veked\u00e9s el\u0151tt \u00e1llnak a k\u00fcl\u00f6nb\u00f6z\u0151 gy\u00e1rt\u00f3k IoT hardvereinek \u00e9s szoftveres vez\u00e9rl\u00e9seinek integr\u00e1l\u00e1s\u00e1ra \u00f6ntanul\u00f3 rendszereket fejleszt\u0151 c\u00e9gek. Ezen integr\u00e1torok k\u00f6z\u00e9 tartozik az Alarm.com, a Vivint Smart Home, a Resideo Technologies vagy a magyar Chameleon Smart Home Zrt. is.<\/p>\n

Az Alarm.com legut\u00f3bbi jelent\u00e9se szerint a c\u00e9g bev\u00e9telei 12,4 sz\u00e1zal\u00e9kkal b\u0151v\u00fcltek, r\u00e1ad\u00e1sul a v\u00e1llalat 35,4 sz\u00e1zal\u00e9kkal n\u00f6velte az egy r\u00e9szv\u00e9nyre jut\u00f3 ad\u00f3zott profitj\u00e1t az idei harmadik negyed\u00e9vben, szemben az S&P 500 c\u00e9geinek 2,2 sz\u00e1zal\u00e9kos \u00e1tlag\u00e1val. A Vivint Smart Home utols\u00f3 jelent\u00e9se szerint a c\u00e9g bev\u00e9telei 13,6 sz\u00e1zal\u00e9kkal emelkedtek a harmadik negyed\u00e9vben, r\u00e1ad\u00e1sul az EBITDA \u00e9rt\u00e9ke 36,9 milli\u00f3r\u00f3l 195,5 milli\u00f3 doll\u00e1rra n\u0151tt ugyanezen id\u0151szakban. Mivel a c\u00e9g a n\u00f6veked\u00e9s korai f\u00e1zis\u00e1ban van, ez\u00e9rt m\u00e9g vesztes\u00e9ges, azonban a legut\u00f3bbi negyed\u00e9vben jelent\u0151sen cs\u00f6kkentette vesztes\u00e9ge m\u00e9rt\u00e9k\u00e9t, ami k\u00f6sz\u00f6nhet\u0151 \u00fcgyf\u00e9l\u00e1llom\u00e1nya 4,2 sz\u00e1zal\u00e9kos, azaz 1,9 milli\u00f3s b\u0151v\u00fcl\u00e9s\u00e9nek is. A Resideo Technologies \u00e1rbev\u00e9tele 8,2 sz\u00e1zal\u00e9kkal n\u00f6vekedett, \u00e9s a c\u00e9g EBITDA-ja 19,24 sz\u00e1zal\u00e9kkal er\u0151s\u00f6d\u00f6tt a harmadik negyed\u00e9vben \u2013 emeli ki az SPB Befektet\u00e9si Zrt.<\/p>\n

Az eml\u00edtett c\u00e9gek fundamentumai j\u00f3l mutatj\u00e1k, hogy az ipar\u00e1g folyamatos fejl\u0151d\u00e9sben van, l\u00e9tez\u0151 ig\u00e9nyeket el\u00e9g\u00edt ki, \u00e9s egyre ink\u00e1bb n\u00e9lk\u00fcl\u00f6zhetetlenn\u00e9 v\u00e1l\u00f3 megold\u00e1sokat fejleszt. R\u00e1ad\u00e1sul az ipar\u00e1g fejl\u0151d\u00e9se v\u00e1rhat\u00f3an m\u00e9g abban az esetben is folyamatos lesz, ha az \u00e9p\u00edt\u0151ipar esetleg lassul\u00e1st mutat majd, tekintettel arra, hogy az \u00faj \u00e9p\u00edt\u00e9s\u0171 \u2013 lak\u00e1sc\u00e9l\u00fa, szolg\u00e1ltat\u00f3 vagy ipari \u2013 ingatlanok n\u00f6vekv\u0151 r\u00e9sze sz\u00e1m\u00edt okosnak, mik\u00f6zben a haszn\u00e1lt ingatlanok felokos\u00edt\u00e1sa is egyre elterjedtebb.<\/p>\n

A smart home megatrend hossz\u00fa t\u00e1v\u00fa \u00fczleti kil\u00e1t\u00e1sai ellen\u00e9re az ipar\u00e1g integr\u00e1torainak r\u00e9szv\u00e9ny\u00e1rfolyamai \u2013 a kisebb m\u00e9ret\u0171 techc\u00e9gek t\u00f6bbs\u00e9g\u00e9hez hasonl\u00f3an \u2013 a piaci \u00e1tlaghoz k\u00e9pest jelent\u0151sen le\u00e9rt\u00e9kel\u0151dtek id\u00e9n. \u201e\u00c9ppen ez\u00e9rt az egys\u00e9gnyi profitra jut\u00f3 \u00e1r, vagyis a P\/E vagy az EV\/EBITDA mutat\u00f3k alapj\u00e1n kifejezetten j\u00f3 v\u00e9teli lehet\u0151s\u00e9gek alakultak ki a szektor r\u00e9szv\u00e9nyei eset\u00e9ben. Ha az ipar\u00e1g megker\u00fclhetetlen szerepl\u0151inek sz\u00e1m\u00edt\u00f3 integr\u00e1torok jelenlegi \u00e1rfolyamai mellett a j\u00f6v\u0151beli kil\u00e1t\u00e1saikat, tov\u00e1bb\u00e1 az S&P 500 \u00e1tlag\u00e1hoz k\u00e9pest az EV\/EBITDA, valamint az el\u0151remutat\u00f3 P\/E r\u00e1t\u00e1jukat is megvizsg\u00e1ljuk, akkor l\u00e1thatjuk, hogy igen kedvez\u0151 \u00e1rakon sz\u00e1llhatunk be egy olyan szektorba, amely a j\u00f6v\u0151 egyik meghat\u00e1roz\u00f3 megatrendje\u201d \u2013 mondja Zak\u00e1r Tivadar, az SPB Befektet\u00e9si Zrt. portf\u00f3li\u00f3menedzsere.<\/p>\n

SMART HOME INTEGR\u00c1TOR C\u00c9GEK PIACI \u00c1RAZ\u00c1SA<\/strong><\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n
<\/td>\n<\/td>\n\n

Az adatok dimenzi\u00f3 n\u00e9lk\u00fcli viszonysz\u00e1mok<\/p>\n<\/td>\n<\/tr>\n

\n

N\u00e9v<\/strong><\/p>\n<\/td>\n

\n

Ticker<\/strong><\/p>\n<\/td>\n

P\/E*<\/strong><\/td>\nP\/E\u00a0<\/strong><\/td>\n\u00a0EV\/EBITDA**<\/strong><\/td>\n\n

\u00a0EV\/EBITDA<\/strong><\/p>\n<\/td>\n<\/tr>\n

\n

\u00a0(aktu\u00e1lis, ttm)<\/strong><\/p>\n<\/td>\n

\u00a0(el\u0151retekint\u0151 2023.12.) ***<\/strong><\/td>\n\u00a0(aktu\u00e1lis, ttm)<\/strong><\/td>\n\n

\u00a0(el\u0151retekint\u0151 2023.12.) ***<\/strong><\/p>\n<\/td>\n<\/tr>\n

\n

Alarm.com<\/p>\n<\/td>\n

\n

ALRM<\/strong><\/p>\n<\/td>\n

\n

56,04<\/p>\n<\/td>\n

\n

38,2<\/p>\n<\/td>\n

\n

29,7<\/p>\n<\/td>\n

\n

17,03<\/p>\n<\/td>\n<\/tr>\n

Vivint Smart Home Inc<\/td>\n\n

VVNT<\/strong><\/p>\n<\/td>\n

\n

\u00a0\u2013<\/p>\n<\/td>\n

\n

\u2013<\/p>\n<\/td>\n

96,68<\/td>\n\n

5,93<\/p>\n<\/td>\n<\/tr>\n

Resideo Technologies Inc<\/td>\n\n

REZI<\/strong><\/p>\n<\/td>\n

\n

7,58<\/p>\n<\/td>\n

\n

7,85<\/p>\n<\/td>\n

\n

6,07<\/p>\n<\/td>\n

\n

4,73<\/p>\n<\/td>\n<\/tr>\n

\u00c1tlag<\/strong><\/td>\n\n

\u00a0<\/strong><\/p>\n<\/td>\n

\n

31,81<\/strong><\/p>\n<\/td>\n

\n

23,03<\/strong><\/p>\n<\/td>\n

\n

44,15<\/strong><\/p>\n<\/td>\n

\n

9,23<\/strong><\/p>\n<\/td>\n<\/tr>\n

\n

S&P500\u00a0<\/strong><\/p>\n<\/td>\n

\u00a0<\/strong><\/td>\n\n

18,25<\/strong><\/p>\n<\/td>\n

\n

17,2<\/strong><\/p>\n<\/td>\n

\n

12,25<\/strong><\/p>\n<\/td>\n

\n

18,85<\/strong><\/p>\n<\/td>\n<\/tr>\n

Forr\u00e1s:\u00a0investors.alarm.com<\/a><\/u>,\u00a0investors.vivint.com<\/a><\/u>,\u00a0investor.resideo.com<\/a><\/u>,\u00a0seekingalpha.com<\/a><\/u>,\u00a0bloomberg.com<\/a><\/u><\/td>\n<\/tr>\n
* az aktu\u00e1lis (2022.11.20.) \u00e1rfolyam \u00e9s az egy r\u00e9szv\u00e9nyre jut\u00f3 ad\u00f3zott eredm\u00e9ny h\u00e1nyadosa, ** v\u00e1llalati \u00e9rt\u00e9k \u00e9s amortiz\u00e1ci\u00f3val n\u00f6velt operat\u00edv eredm\u00e9ny h\u00e1nyadosa, *** az adott mutat\u00f3kra vonatkoz\u00f3 egy \u00e9vre el\u0151retekint\u0151 piaci konszenzus<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u00a0<\/strong><\/p>\n

M\u00e9g az idei \u00e9vben a B\u00c9T-en is megjelenhet az els\u0151 okosotthon-c\u00e9g<\/strong><\/p>\n

A 2017-ben alap\u00edtott magyar Chameleon Smart Home Zrt. a vil\u00e1gon els\u0151k\u00e9nt fejlesztett az okosotthont az okost\u00e1rsash\u00e1zzal \u00e9s az okosv\u00e1rossal \u00f6sszekapcsol\u00f3, felh\u0151alap\u00fa applik\u00e1ci\u00f3t, amelyet 2021-ben a Dubaji Vil\u00e1gki\u00e1ll\u00edt\u00e1son mutatott be. A Chameleon \u00e1ltal fejlesztett platformf\u00fcggetlen okosotthon-rendszert m\u00e1r t\u00f6bb mint ezer t\u00e1rsash\u00e1zi lak\u00e1sban \u00e9s k\u00f6zel \u00f6tsz\u00e1z csal\u00e1di h\u00e1zban haszn\u00e1lj\u00e1k Magyarorsz\u00e1gon, \u00e1m a c\u00e9g megold\u00e1sai m\u00e1r Szerbi\u00e1ban, Rom\u00e1ni\u00e1ban \u00e9s N\u00e9metorsz\u00e1gban is el\u00e9rhet\u0151ek. A Chameleon id\u00e9n Kanad\u00e1ban folytatta terjeszked\u00e9s\u00e9t, \u00e9s 2024 v\u00e9g\u00e9ig t\u00f6bb mint ezer toront\u00f3i lak\u00e1sban helyezi m\u0171k\u00f6d\u00e9sbe az otthonok okoseszk\u00f6zeinek ir\u00e1ny\u00edt\u00e1s\u00e1ra, valamint a t\u00e1rsash\u00e1zi funkci\u00f3k \u00e9s szolg\u00e1ltat\u00e1sok vez\u00e9rl\u00e9s\u00e9re egyar\u00e1nt alkalmas rendszer\u00e9t. A tervek szerint a Chameleon r\u00e9szv\u00e9nyei a hazai k\u00f6z\u00e9pv\u00e1llatok t\u0151zsdei megjelen\u00e9s\u00e9t el\u0151seg\u00edt\u0151 Mentor Program keretein bel\u00fcl 2022-ben regisztr\u00e1l\u00e1sra ker\u00fclhetnek a Budapesti \u00c9rt\u00e9kt\u0151zsde Xtend piac\u00e1n.<\/p>\n

\u00a0<\/p>\n

A fenti marketing k\u00f6zlem\u00e9ny kereskedelmi kommunik\u00e1ci\u00f3s eszk\u00f6z, nem min\u0151s\u00fcl aj\u00e1nlatnak, befektet\u00e9si szolg\u00e1ltat\u00e1snak vagy azt kieg\u00e9sz\u00edt\u0151 tev\u00e9kenys\u00e9gnek, befektet\u00e9si, p\u00e9nz\u00fcgyi vagy k\u00f6ztehervisel\u00e9ssel kapcsolatos tan\u00e1csnak, p\u00e9nz\u00fcgyi vagy befektet\u00e9si elemz\u00e9snek. A fent eml\u00edtett \u00e9rt\u00e9kpap\u00edrok megv\u00e1s\u00e1rl\u00e1sa kock\u00e1zatos, a befektetett t\u0151ke elveszt\u00e9s\u00e9vel j\u00e1rhat, a pozit\u00edv hozam lehet\u0151s\u00e9ge bizonytalan, a hozamra vonatkoz\u00f3 progn\u00f3zis nem tekinthet\u0151 \u00edg\u00e9retnek vagy v\u00e1llal\u00e1snak. A fenti inform\u00e1ci\u00f3 nem teljes k\u00f6r\u0171, az semmi esetre sem elegend\u0151 a befektet\u00e9sr\u0151l sz\u00f3l\u00f3 d\u00f6nt\u00e9s meghozatal\u00e1hoz. Amennyiben \u00d6nnek ilyen c\u00e9lja van, nyomat\u00e9kosan javasoljuk a megfelel\u0151en felk\u00e9sz\u00fclt \u00e9s tapasztalt, enged\u00e9llyel rendelkez\u0151 szak\u00e9rt\u0151 szolg\u00e1ltat\u00f3 ig\u00e9nybe v\u00e9tel\u00e9t. A fenti inform\u00e1ci\u00f3 nem helyettes\u00edti a befektet\u00e9st megel\u0151z\u0151 alkalmass\u00e1g- illetve megfelel\u00e9s \u00e9rt\u00e9kel\u00e9st, t\u00e1j\u00e9koztat\u00e1st \u00e9s kock\u00e1zatfelt\u00e1r\u00e1st. A legteljesebb k\u00f6rben \u00e9s m\u00e9lys\u00e9gben kiz\u00e1rjuk a felel\u0151ss\u00e9g\u00fcnket a fenti inform\u00e1ci\u00f3 felhaszn\u00e1l\u00e1s\u00e1b\u00f3l, a fentiek hib\u00e1j\u00e1b\u00f3l vagy hi\u00e1nyoss\u00e1g\u00e1b\u00f3l ered\u0151 vagy azzal ak\u00e1r csak k\u00f6zvetetten is kapcsolatban \u00e1ll\u00f3 k\u00e1rok\u00e9rt, elmaradt haszon\u00e9rt, vesztes\u00e9g\u00e9rt, meghi\u00fasult \u00fczleti, gazdas\u00e1gi, p\u00e9nz\u00fcgyi v\u00e1rakoz\u00e1sok\u00e9rt, k\u00f6lts\u00e9gek\u00e9rt stb. A dokumentum nem aj\u00e1nl p\u00e9nz\u00fcgyi eszk\u00f6zre vagy annak kibocs\u00e1t\u00f3j\u00e1ra vonatkoz\u00f3 befektet\u00e9si strat\u00e9gi\u00e1t \u00e9s nem prognosztiz\u00e1l az ilyen eszk\u00f6z\u00f6k jelenlegi vagy j\u00f6v\u0151beni \u00e9rt\u00e9k\u00e9re vagy \u00e1r\u00e1ra vonatkoz\u00f3 v\u00e9lem\u00e9nyt sem. A dokumentum nem a\u00a0befektet\u00e9ssel kapcsolatos kutat\u00e1s f\u00fcggetlens\u00e9g\u00e9nek el\u0151mozd\u00edt\u00e1s\u00e1t c\u00e9lz\u00f3 jogi k\u00f6vetelm\u00e9nyeknek megfelel\u0151en k\u00e9sz\u00fclt, \u00e9s nem \u00e9rinti a\u00a0befektet\u00e9ssel kapcsolatos kutat\u00e1s terjeszt\u00e9s\u00e9t megel\u0151z\u0151 keresked\u00e9sre vonatkoz\u00f3 tilt\u00e1s. Az adatok a\u00a0m\u00faltra vonatkoznak \u00e9s a\u00a0m\u00faltbeli teljes\u00edtm\u00e9ny nem megb\u00edzhat\u00f3 mutat\u00f3ja a\u00a0j\u00f6v\u0151beli eredm\u00e9nyeknek. A deviz\u00e1ban kifejezett adatok eset\u00e9ben a megt\u00e9r\u00fcl\u00e9s n\u00f6vekedhet vagy cs\u00f6kkenhet az \u00e1rfolyamingadoz\u00e1sok k\u00f6vetkezt\u00e9ben.<\/p>\n","protected":false},"excerpt":{"rendered":"

V\u00e1rhat\u00f3an m\u00e9g az id\u00e9n a B\u00c9T-en is megjelenhet az els\u0151 okosotthon-c\u00e9g Neh\u00e9z \u00edg\u00e9retes befektet\u00e9si lehet\u0151s\u00e9geket tal\u00e1lni a glob\u00e1lis t\u0151kepiacokon az idei \u00e9vre jellemz\u0151 pesszimista hangulatban, \u00e1m a smart home \u00e9s a smart city olyan h\u00edv\u00f3szavak manaps\u00e1g, amelyekre egyre t\u00f6bb befektet\u0151 figyel fel, ugyanis ez a fiatal ipar\u00e1g v\u00e1rhat\u00f3an vil\u00e1gszerte ugr\u00e1sszer\u0171 n\u00f6veked\u00e9s el\u0151tt \u00e1ll. Az okosotthonok…<\/p>\n","protected":false},"author":1,"featured_media":1613,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[28,1,33,26,2,24],"tags":[],"class_list":["post-1612","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-befektetes","category-egyeb","category-penz-es-tokepiac","category-portfoliokezeles","category-reszveny","category-spb"],"yoast_head":"\nSPB: j\u00f3 besz\u00e1ll\u00e1si lehet\u0151s\u00e9geket k\u00edn\u00e1lnak a smart home ipar\u00e1g t\u0151zsdei szerepl\u0151i \u00a0 - SPB Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.spbinvest.hu\/?p=1612\" \/>\n<meta property=\"og:locale\" content=\"hu_HU\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"SPB: j\u00f3 besz\u00e1ll\u00e1si lehet\u0151s\u00e9geket k\u00edn\u00e1lnak a smart home ipar\u00e1g t\u0151zsdei szerepl\u0151i \u00a0 - SPB Blog\" \/>\n<meta property=\"og:description\" content=\"V\u00e1rhat\u00f3an m\u00e9g az id\u00e9n a B\u00c9T-en is megjelenhet az els\u0151 okosotthon-c\u00e9g Neh\u00e9z \u00edg\u00e9retes befektet\u00e9si lehet\u0151s\u00e9geket tal\u00e1lni a glob\u00e1lis t\u0151kepiacokon az idei \u00e9vre jellemz\u0151 pesszimista hangulatban, \u00e1m a smart home \u00e9s a smart city olyan h\u00edv\u00f3szavak manaps\u00e1g, amelyekre egyre t\u00f6bb befektet\u0151 figyel fel, ugyanis ez a fiatal ipar\u00e1g v\u00e1rhat\u00f3an vil\u00e1gszerte ugr\u00e1sszer\u0171 n\u00f6veked\u00e9s el\u0151tt \u00e1ll. 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