Image from "Oriental IC
The confusion of the IoT protocol has become a mobile phone The consensus of the manufacturers, although their respective ecosystems have achieved interoperability, but the ecology and ecology are still incompatible, which has become a problem for C-end consumers, seriously affecting the real experience of smart homes.
The news that Huawei is about to enter the TV is once again screaming the sensitive nerves of traditional home appliance companies.
With the continuous deployment of mobile phone manufacturers in the IoT field, mobile phone players are gradually infiltrating into the territory of traditional home appliance companies. Previously, Xiaomi had entered the TV industry for several years and once claimed that sales ranked first in China. This year, Xiaomi will extend its business reach to the areas of home appliances such as air conditioners and washing machines.
But the ambitions of mobile phone manufacturers are not limited to this. With the gradual commercialization of 5G technology, smart home has become a must for home appliance companies and mobile phone manufacturers. Xiaomi has laid out the ecological chain for many years. Huawei launched HiLink Eco to claim that it will win one-third of China’s IoT equipment. OPPO and vivo jointly established the IoT Open Ecology Alliance, trying to take a share.
This is not good news for traditional home appliance companies. Xiaomi’s cost-effective strategy allows him to quickly win the market in the field of entry, and choose to join Huawei or OV in the unified agreement, and it is inevitable to fall into the role of making a wedding dress for others. Home appliance companies are facing a dilemma.
Mobile phone manufacturers spoil the home appliance industry
In fact, Huawei is not the first mobile phone manufacturer to enter the TV field.
Earlier, LeTV, which started with an ecological anti-pattern, entered the TV market in 2012. With LeTV’s video content and cost-effective TV hardware, LeTV has once occupied a certain share in the TV industry. According to statistics, from 2014 to 2016, LeTV TV sales were 1.5 million units, 3 million units and 6 million units respectively. However, as LeTV’s overall crisis, the LeTV TV business has gradually declined.
In 2013, Xiaomi, who has gained a foothold in the mobile phone market, also announced the launch of smart TV products. In addition to high-priced hardware, Xiaomi’s base in mobile phone users, the perfection of systems and apps, and the strength of online channels have made Xiaomi TV a more threatening opponent in the eyes of traditional TV manufacturers. In August 2018, Xiaomi announced that Xiaomi TV shipments reached the top in China in the second quarter of the year. In the fourth quarter of 2018, Xiaomi announced that it would become the TV brand with the highest shipments in the Chinese market in the quarter.
Although the official data of Xiaomi has also attracted some controversy, there is no doubt that traditional TV companies feel the pressure. Also in 2013, Skyworth launched the Cool Open TV brand, Konka launched the KKTV brand, and Hisense launched the VIDAA brand to respond to new Internet TV players such as LeTV and Xiaomi. TCL will not establish the Internet TV brand Thunderbird Technology until 2017.
In fact, the TV business is just the tip of the iceberg of mobile phone manufacturers eroding traditional home appliance companies.
Based on the eco-chain model, Xiaomi has invested in a number of startups such as patch panels, lighting, air purifiers, water purifiers, and rice cookers. These startups rely on Xiaomi’s brand and channels to support the market share of traditional home appliance companies in their respective categories.
In 2019, Xiaomi further extended its tentacles to air conditioners, washing machines and other categories. More threatening is that after the red rice brand is independent, it will also launch its own ecological chain, and the price is undoubtedly more cost-effective than Xiaomi.
Home appliance companies may love and hate new players like Xiaomi and Huawei. During this year’s AWE, Sun Yuewei, the general manager of Sharp China, talked about the Internet TV brand when he was interviewed by Sina. He said that the success of Xiaomi and Huawei in the mobile phone field is also a reference for the traditional home appliance industry. Sharp will not feel threatened. On the contrary, you can learn a lot of new things in your friends.
LeTV Xiaomi Huawei has indeed brought new vitality to the traditional TV market, and has also inspired the traditional players to innovate. But which TV company is willing to give up its own market share?
The messy IoT protocol
With the gradual commercialization of 5G technology, mobile phone manufacturers seem to have seen More imaginative market than home appliances: smart home.
This little millet has been involved in the ecological chain. Xiaomi has built-in Xiaomi intelligent module through investment or cooperation in the eco-chain enterprise products, which can support the interconnection between products and directly use the mobile phone. able to control. Later, Xiaomi will further open the IoT platform, and the connected products also support cloud-to-cloud access. According to Xiaomi’s latest financial report data, the number of connected IoT devices on the Xiaomi IoT platform reached 151 million.
In 2015, Huawei also launched the HiLink smart home solution to provide partners with IoT protocols, operating systems and chips. At this year’s AWE, Huawei announced the upgrade of the HiLink Ecology in terms of brand, technology, products and channels, and further increased its IoT strategy. Huawei’s consumer business CEO Yu Chengdong also proposed that one-third of China’s IoT devices support Huawei’s HiLink standard within three years.
OPPO and vivo also choose to follow up. In July 2018, OPPO and vivo joined forces with Midea, TCL and other manufacturers to establish the IoT Open Ecology Alliance and developed a unified IoT product solution.
The confusion of the IoT protocol has become the consensus of various mobile phone manufacturers. The president of the vivo AI Global Research Institute has said that the IoT industry is facing closure.The status quo, different manufacturers, products are difficult to interconnect. Therefore, the primary action of vivo into IoT is to build an open IoT alliance, which requires different vendors to adapt only once, and consumers only need to download a control app.
However, although the partners of various mobile phone manufacturers have realized interconnection and interoperability, the agreement between Xiaomi’s agreement and Huawei and OV cannot be interconnected, so this does not solve the standard confusion problem of the IoT industry. It is also impossible to realize that consumers only need to download a control app to control the expectations of all devices in the home.
Huawei’s ambitions are even more obvious. During the AWE period, Yu Chengdong pointed out that Xiaomi is both a home appliance and an IoT standard, and it is difficult to get support from the majority of home appliance companies. Huawei also announced a strategic cooperation with Suning, and said that it will jointly promote the formation of industry alliances, and jointly advocate the establishment of national-level smart home industry standards and norms.
The role of home appliance companies is even more rampant. On the one hand, the standards of mobile phone manufacturers are their own battles, and they cannot be interconnected; on the other hand, after home appliances companies access products, if they rely too much, they are easily caught in the role of foundry.
An industry insider told Sina Technology that some home appliance companies have cooperated with Xiaomi and OV. The strategy they adopted is often to customize the same model for each product. Produced on demand for mobile phone manufacturers. In the long run, the status of home appliance companies is slim.
Who is the center of smart home?
In the eyes of mobile phone manufacturers, mobile phones are undoubtedly the control center of smart homes in the future. They launched a unified agreement to convince home appliance companies to access, while controlling the App on-line, selling users to the future of a mobile phone can control the beautiful scene of all smart devices in the home.
There are also players who think that smart speakers will be the center, such as Ali, Baidu, Jingdong and other Internet companies. These Internet companies, which have always been good at software, have also tried to gain a share in the IoT ecosystem and have launched their own smart speaker products. According to the “Global Smart Speaker Market Report for the Fourth Quarter of 2018” released by Strategy Analytics, Alibaba’s Q4 smart speaker shipments were 2.8 million units, Baidu was 2.2 million, and Xiaomi was 1.8 million units.
However, traditional home appliance companies naturally believe that they are most likely to occupy the center of smart home in the future. Taking TCL as an example, it recently established the TCL intelligent terminal service group and established an intelligent terminal system architecture based on AI× IoT, and will use this as the next game. According to the plan, the future products of the TCL intelligent terminal business group will be from whole house appliances to personal ecological products, to pan-smart devices, and to smart solutions.
Chang Dong, co-Vice President of Konka Group, said during AWE that in 2019, Konka will build a TV-based home IoT control around the AI, 5G, 8K and other multi-dimensional vertical layouts.
Home appliance companies are also expanding their product ecosystem. Skyworth has announced the establishment of a kitchen appliance company to expand its business to kitchen appliances. The abacus of these home appliance companies is not a product but a solution for future sales. Through their own ecology, they will link the whole house of smart appliances.
Correspondingly, some home appliance companies are trying to build their own IoT control platform and connect their own home appliances through their own control center. This is why TCL, Hisense, Konka, Gree and other home appliance companies have not given up on the mobile phone business. The mobile phone is undoubtedly one of the possible carriers of the future IoT control center.
When Dong Mingzhu talked about why he made a mobile phone, he said: “I am doing Gree mobile phone, not for the increase of market share, but for Gree’s future.” Smart + & rsquo;. Dong Mingzhu hopes to connect all the household appliances through Gree mobile phones and turn the mobile phone into a smart home controller. However, from the current situation of China’s smart phone industry and the status quo of Gree mobile phones, this road is undoubtedly very difficult.
Yu Chengdong also believes that home appliance companies will not be able to build their own platforms. “It is unrealistic for each manufacturer to support only its own standards. Different brands of products are interconnected and very inconvenient for consumers. Shaoyang, the chief strategy officer of Huawei’s consumer business, cited Haier, which cooperated with Huawei HiLink. For example, while working with Huawei HiLink, Haier is also promoting its U+ platform, but U+App has only been a few years. Ten thousand users.
There is no doubt that as mobile phone manufacturers gradually invade the traditional home appliance industry, home appliance companies are facing unprecedented changes. Under the attack of mobile phone manufacturers and the transformation of home appliance companies, the melee situation in the smart home industry will continue for a long period of time. (*This article has indicated the source and source, the copyright belongs to the original author, if there is any infringement, please contact us)
Relevant recommended products
Wood Door Skin Veneer Machine/ MDF Door Skin Mould
Power Trowel BPM100-C Electric Type
Mud Suction & Discharge Rubber Hose
Concrete Machinery Concrete Pump SP70.10.113D
High Performance&Temperature Ladle Slide Gate for Steel