Smart home contains trillions of market opportunities, a huge cake so that the manufacturers to kick into high gear, millet tens of billions to promote the AIoT strategy, Huawei spared no effort to build a smart ecology, to promote the upgrading of the home appliance industry, to create a full-scene intelligent life.
The giants are scrambling to enter this emerging blue ocean market, in the United States to form the Amazon, Google and Apple three strong hegemony situation. Amazon series speakers have entered the U.S. millions of families, firmly occupying the family entrance, especially Amazon Echo / Alexa mode has become the global industry wind vane.
At home, the smart home is showing a hundred flowers, traditional home appliance manufacturers, Internet giants, cell phone manufacturers and innovators have to pour into the hundreds of competition pattern, some players take the lead in the breakthrough. After years of hard work, Haier complete sets of intelligent family has entered ten million families; millet cultivated for many years of ecological chain revenue scale is growing, in 2018 from the IoT and life consumption business revenue scale of 43.8 billion yuan, an increase of 87% year-on-year, four years of revenue scale growth of more than 9 times, the results of the people marveled.
Despite the blossoming of domestic, many players, but the competition to see more and more centralized, IDC China smart home equipment market quarterly tracking report shows that millet, Haier, Midea, Ali and Baidu five major manufacturers occupy occupy nearly half of the market share.
The cake is huge, but the advantages of the head of the manufacturers is obvious, other manufacturers can get a share of the pie is facing a great test, such as Wanxing Technology is a consumer software companies, sparing no effort to use its spotted cat packaging Internet of Things (IoT) smart home concepts, software + IoT and drive the strategy into the smart home field.
Just layout for many years, spotted cat can not realize profitability, from 2014 to 2018 has been in the state of loss. Wanxing Technology annual report disclosure data show that the spotted cat in 2018 revenue of 16 million, the loss is as high as 26.85 million yuan, it is worth mentioning that the net assets of negative 100 million yuan. For an IoT smart home enterprise that continues to lose money for many years like this, Wanxing Technology said: although the smart home industry belongs to the market hotspot, but due to the uncertainty of the market demand and technological development, such as continuing to invest in the smart home business and failing to bring benefits to the company according to expectations, it will have an adverse impact on the overall performance.
Wanxing Technology in the consumer software belongs to the head of the enterprise, but the spotted cat is Wanxing Technology layout of the Internet of things an important part of the smart home blue ocean market, just five consecutive years of losses, and net assets of negative 100 million in the situation, for Wanxing Technology will be a time bomb, or perhaps just the concept of Wanxing Technology capital.
According to the industry development report intercepted a page of charts, the market is very large, in fact, smart furniture has been seen everywhere, smart locks is a vertical industry, which will later become one of the considerations of the people's real estate property, I wish to succeed.
It's big, depending on how you operate
The future of intelligence is immeasurable, in the next 20 years will be replaced by intelligent, people to appear less important, now only the primary stage, the popularity of the stage, is not accepted by the people, but the future of the commercial value will be unprecedented, I have always firmly believed that the world belongs to the artificial intelligence of the future, regardless of whether to accept it now, or not you will certainly be with the times. I have always believed that the future of the world belongs to AI, whether it is accepted now or not you will inevitably accept it unconsciously with the progress of the times, and then it will become part of your life.
From the market point of view, the Internet giants Ali, Tencent, Jingdong, Baidu, Google ...... Chinese carriers telecom, mobile, Unicom ...... Huawei, Haier Gree, Midea ... ...Various industries are moving into the layout ......
The national artificial intelligence Internet of Things direction guide, the construction of smart cities is also pulling the industry ......
Overall, it seems that the next 5-10 years, is a good opportunity, the market volume is huge, more understanding, investment should be cautious.
Smart locks as part of the smart home, the entire market penetration rate, a good place, can reach about 5%, the entire consumer acceptance, more and more high, the market is growing at a rate of 200% per year in the high-speed growth. Including some large Internet brands, including millet, 360 and other industries, greatly advancing the process of consumer awareness of the entire industry. Smart locks as a consumer upgrade products, is entering thousands of households, slowly, consumers have such a consumer awareness. In addition, the second half of this year, the major brands to open the price war, but also to accelerate the popularity of the entire industry, by reducing the price, to enable more people to use smart locks, with smart locks, as we now use smart phones, the traditional cell phone has been invisible, the future mechanical locks will disappear, fingerprint locks to replace the mechanical locks of the times has come!
Smart home as an important part of the Internet of Things, in recent years to maintain the momentum of strong growth, the growth rate is significantly faster than the growth rate of the entire Internet of Things. According to the prospectus citing Statista data, the global smart home market has been developing rapidly in the past two years, and the global smart home market reached $16.82 billion in 2016, an increase of 52.87% compared to 2015, and although the growth rate of the global smart home market in the next few years is expected to decline, it will still maintain a growth rate of more than 20%, and by 2021 the global smart home market size will reach 79.29 billion U.S. dollars.
Row by row, industry research database (website www.hanghangcha.com)
The prospect of smart home development is strong, with the improvement of the renovation industry, the customer's environmental requirements continue to improve, the smart home has become an indispensable part. In addition to the current rapid development of the national real estate industry, community intelligence has become a basic requirement, the demand for smart homes is also increasing, the market for smart homes is definitely not small.
But there is a problem is that the smart home fever continues to rise, but in fact, many families do not have a smart home in, this is why? The reasons are as follows: smart home is divided into 20 categories, the classification is messy, ambiguous, many consumers are at a loss; smart products lack of offline experience, resulting in insufficient consumer experience, can not stimulate the desire of the buyer; expensive, if you want to configure a complete set of smart home, I'm afraid that not the average person can afford to rise.
These are the big problems encountered by the smart home, but we can also see that the smart home has begun to spend effort on these issues. Smart home prices are getting cheaper and cheaper, and offline experience stores have opened up, trying to make the smart home into every home.
Smart home industry belongs to the emerging industry, as the development of new things in the early stage is certainly very difficult, but the prospects are bright.
The smart home is a people longing for but let people avoid the industry, practitioners love and hate, love is its immeasurable business prospects, hate is its cultivation cycle is too long, even if Google, Apple, Amazon, such as the world's top companies to vigorously promote, but it is also the effect of Liao Liao, poor. All kinds of industry analysis endless, annual forums, conferences, expert interpretation one after another, but just can't solve the problem of the development of this industry, the deep-seated reason or these analyses or reports don't understand the industry, which is why some time ago a media research institute released the "2019 smart home industry research report" results by the industry. This is also the reason why a media research institute released a "2019 smart home industry research report" that was derided by the industry as "the most unprofessional professional report".
Smart home is a broader concept, from a technical point of view, it involves a lot of disciplines and basic areas, the big aspects at least involved in the sensing detection, communication networks, system control, big data, edge computing, artificial intelligence, AR / VR and so on. From the business model point of view, it contains market education, decoration design, product development, installation and commissioning, routine maintenance services, and so on a relatively long chain. From the perspective of development, the smart home is a concept of continuous innovation and iteration, we see or discuss today's smart home is more of a narrow sense of the smart home, the function involves lighting, curtains, door locks, security, HVAC air, environmental detection, physiological characteristics monitoring, behavior analysis, voice interactive control, etc., but the broader sense of the smart home is much more than the above scope, some aspects still need to Waiting for some breakthroughs in the field of basic materials.
The market, the current consumer smart home is still in a cognitive gradually deep stage, although all kinds of entrepreneurial enterprises Wulian, UIOT, Orvibo, as well as BAT, Huawei, Xiaomi, etc. continue to take turns to educate the market, but so far there is no kind of demand or products on the market to make a large number of consumers determined to buy. Although after a long period of effort, in the villa as well as part of the real estate market has gained a certain degree of development, but the overall point of view of the smart home still needs a longer development process, which is the smart home is currently the biggest market characteristics.
From the development path, Wulian is the earliest to see and realize the whole-house intelligent enterprises, its product categories were once very rich, but too many product lines also restricts its development, Orvibo began to have been identified as a single product is a smart home, but with the education of the market competition, began to turn to the system intelligence. UIOT is a strong learning ability of the enterprise, from the imitation Wulian BAT, Huawei and other enterprises prefer to start from the smart speaker to cut into the smart home, millet is an early realization of the smart home system or ecological features of the enterprise, so its development trajectory is more to form an alliance, pulling up a bunch of small brothers to form an ecological multi-flowering, this method of play the initial effectiveness of the obvious, but the development of a certain stage of ecological enterprise Centrifugal force is getting stronger and stronger, these enterprises began to benefit from the flow and brand of millet, but with further development, these traditional dividends gradually disappeared and even appeared to constrain the development of the phenomenon, which is also a problem that millet needs to be resolved urgently. Ali and Baidu love smart speakers, but Ali is also laying out the ecology. Huawei has developed its own enterprise ecology through OpenLife, HiLink and so on ....... But overall, whether it is BAT, Huawei, millet, or Wulian, UIOT, Orvibo have a great distance from the market development expectations.
From the market share point of view, due to the smart home is very different from the characteristics of the Internet, in this industry is almost impossible to appear the so-called head of the enterprise, the probability of dozens of enterprises or even hundreds of enterprises **** enjoy the phenomenon of the market, and even the same characteristics of the enterprise will appear a number of long-term pattern of contention, the root of the industry is still due to the decision of some of the characteristics.
First of all, as part of the smart home, smart locks can now reach about 5% of the market penetration rate. The whole consumer acceptance is getting higher and higher, and the market is growing at a high speed of 200 % per year. Some large Internet brands, including Xiaomi, 360 and other industries, have greatly enhanced consumer awareness throughout the industry. As a product of consumer upgrading, smart locks are entering thousands of homes. Slowly, I think consumers have such a sense of consumption. In addition, the price war launched by major brands in the second half of this year is accelerating the popularity of the whole industry. By lowering the price, more people will use smart locks, those who use smart locks, just like we are now using smart phones, traditional cell phones are no longer visible, mechanical locks will disappear in the future, fingerprint locks to replace the mechanical locks time has come.
This is the big problem facing smart homes today, but I think we can also see that smart homes are starting to solve these problems. I think smart homes are becoming cheaper and cheaper, and offline experience stores are opening up in an effort to put smart homes in every home.
What do people think about the market for smart homes?