COMPETITIVE LANDSCAPE
Midea, Gree and Haier maintain leadership through innovation and channel strength
Air conditioners in China is relatively concentrated, with the top three brands, Midea, Gree and Haier, together holding a significant 71% share of retail volume sales in 2025, with Midea maintaining its lead with a 29% share. Midea's leadership can be attributed to its wide channel presence, AI innovation, and a strong portfolio that caters to segmented consumers.
Premium and value-driven products have their own consumer bases
In 2025, premium players such as Haier's sub-brand Casarte and Midea's Colmo retained loyalty in affluent households with health-oriented features. Meanwhile, AUX and TCL remained competitive in value-driven segments, especially in lower-tier urban and rural areas.
Dreame disrupts sales with an innovative AI-powered air conditioner
Air conditioners in China saw the emergence of Dreame as a notable new entrant in 2025. Dreame, originally known for its robotic vacuum cleaners, leveraged its robotics expertise to launch the X-Wind Air Robot air conditioner, which differentiates itself with mechanical-arm airflow and proactive AI control.
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Overview:
Understand the latest market trends and future growth opportunities for the Air Conditioners industry in China with research from Euromonitor International's team of in-country analysts – experts by industry and geographic specialisation.
Key trends are clearly and succinctly summarised alongside the most current research data available. Understand and assess competitive threats and plan corporate strategy with our qualitative analysis, insight and confident growth projections.
If you're in the Air Conditioners industry in China, our research will help you to make informed, intelligent decisions; to recognise and profit from opportunity, or to offer resilience amidst market uncertainty.
The Air Conditioners in China report includes:
- Analysis of key supply-side and demand trends
- Detailed segmentation of international and local products
- Historic volume and value sizes, company and brand market shares
- Five year forecasts of market trends and market growth
- Robust and transparent research methodology, conducted in-country
This report answers:
- What is the market size of Air Conditioners in China?
- Which are the leading brands in China?
- How are products distributed in China?
- To what extent has COVID-19 and accordant macroeconomic and retail disruption impacted demand?
- How are considerations such as urban development and the rise in single-person households determining sales growth?
- Where is future growth expected to be most dynamic?
Air Conditioners in China - Category analysis
KEY DATA FINDINGS
AI and premium features propel growth in air conditioners amidst maturity
Solid growth continues, driven by subsidy payouts and promotions
Split air conditioners dominates, with energy-efficient products seeing rising demand
Improving air quality is important to consumers, not just cooling
Continued growth anticipated, driven by demand for energy-efficient and smart products
Split air conditioners will remain dominant, but new trends likely to emerge
AI-powered technology and eco-efficiency to drive future sales
Midea, Gree and Haier maintain leadership through innovation and channel strength
Premium and value-driven products have their own consumer bases
Dreame disrupts sales with an innovative AI-powered air conditioner
Retail e-commerce continues its growth, but offline innovation seen
Retail e-commerce platforms appeal with subsidy integration
Haier drives innovation with the smart features of its Good Air air conditioner
Consumer Appliances in China - Industry Overview
Consumer appliances navigates headwinds with AI, functionality, and value-driven growth
Government subsidies drive sales despite economic challenges
Personal care appliances leads volume sales, with growth driven by high-speed hair dryers
Smart and AI-powered appliances revolutionise consumer appliances
Companies implement different strategies to avoid the anticipated volume decline
Personal care appliances will continue to dominate, and dishwashers set to perform well
AI's evolution from gimmick to essential utility and embodied intelligence
Consumer rationalisation and the rise of niche appliances
Midea, Haier and Gree lead with scale and innovation
Innovation and ecosystems reshape the competition in consumer appliances
Opportunities by leveraging core capabilities and adopting consumer-first strategies
Haier's "listening marketing" revolutionises research and development through co-creation
Retail e-commerce dominates with fast delivery and installation
Omnichannel strategies are emerging as key to success
Convenience and customisation drive innovative product designs
COUNTRY REPORTS DISCLAIMER
The following categories and subcategories are included:
Air Conditioners
- Portable Room Air Conditioners
- Split Air Conditioners
- Window Air Conditioners
Why buy this report?
- Gain competitive intelligence about market leaders
- Track key industry trends, opportunities and threats
- Inform your marketing, brand, strategy and market development, sales and supply functions
This report originates from Passport, our Air Conditioners research and analysis database.
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