The smart home market has great potential and is growing rapidly. The smart home cake is big enough, the industrial chain is long enough, and it is difficult to form a climate with single guns. All parties in the industry need to seek cooperation and win-win, and the formation of product alliances has become the main form of cooperation. This IFA activity can be seen in the cooperation and win-win situation.
The annual International Consumer Electronics Show (IFA) in Berlin is held from August 31st to September 5th at the Berlin Exhibition Center. The theme of this year's show is "Smart Home, Making Human Home Smarter and Connected" as At present, the world's largest and most influential consumer electronics and home appliance fair, Haier, Midea, TCL and other Chinese home appliance manufacturers will also bring their new products to IFA, show their technology and strength, and present the future smart home life for global users. .
China's smart home investment and financing situation: financing is concentrated in the early stage of the project, investment gradually returns to rational
In the field of intelligent hardware, the number of financing events for smart homes is at the forefront. Since 2014, head players such as Internet companies and home appliance companies have been constantly moving. The field of smart home entrepreneurship has also attracted a lot of attention from capital. Entrepreneurship companies are becoming an important new force in the industry.
From the perspective of financing rounds, more than 70% of financing events in the smart home sector come from Angel Wheel and Round A, indicating that the industry is still in the early stages of development. The arrival of the cold winter in the capital market has led to a decline in the investment in smart homes, and capital has gradually returned to rationality.
China's smart home market scale analysis and forecast
The smart home market has great potential and is growing rapidly. According to the statistics of the “Smart Home Equipment Industry Market Foresight and Investment Strategy Planning Report” released by the Prospective Industry Research Institute, in 2017, the size of China's smart home market reached 334.23 billion yuan, a year-on-year increase of 24.8%. Among them, smart home appliances have higher average price, and the intelligent penetration rate of smart TV, intelligent ice washing and other products is much higher than that of intelligent lighting and home security. In the same year, the size of the smart home appliance market was 282.80 billion yuan, accounting for 86.9%. It is expected that the smart home market will maintain a compound annual growth rate of 21.4% in the next three years, and the market size will reach 581.93 billion yuan by 2020.
Statistical Analysis of Potential Market Size of Main Products of Smart Home
In terms of market share, home appliances accounted for the highest proportion of smart homes, and smart air conditioners, smart refrigerators and smart washing machines accounted for more than 70% of the total market. Due to the low price and the ability to meet the immediate needs of consumers, the market for instant locks such as smart locks, sports bracelets and home cameras is growing at a faster rate.
Take advantage of the trend: grasp the industry development cycle, product and technology are correct
As a key scene of the Internet of Things and artificial intelligence technology, smart home products usually show a symmetrical change in product cycle and technology cycle. That is, when the product market is hot, the technical field is relatively quiet, and when the technical attention is high, the product The market tends to be weak. After the concentrated outbreak in 2015, the smart home industry has been in a “silent” period of two years, until the emergence of smart speaker outlets in 2018, and re-ignited the market. Before this, it was precisely the rise of artificial intelligence technology represented by intelligent voice that paved the way for the rise of smart speakers.
Majors have entered
The good development prospects of smart homes have attracted many giant companies to get involved. With the outbreak of single products and platform power, they have launched their own smart home ecosystem, Haier smart home U-Home, Xiaomi's ecological chain brand. MIJIA, Huawei HiLink, etc.
As the major players entered the market, the smart home market ushered in a start-up period, paving the way for its rapid development. However, at present, China's smart home industry is in the era of mass division and division of land. In terms of product interconnection, it is basically the connection of its own products with its own, and it is impossible to achieve the complementary advantages between different products.
Smart home industry cooperation will become a trend
"Openness" is a feature of the Internet era, and the development of smart homes also needs to be open. With the rapid development of technologies such as sensors, chips, screens, voice interactions, and face recognition, more and more Internet and hardware giants have chosen to join hands with smart home unicorns, and smart home unicorns are also focusing on advantages and reducing costs. Choose to cooperate with other giants to open a cooperation model. It is estimated that in the next few years, breaking the independent ecological platform, realizing the interconnection of inter-ecological platforms, and even inter-industry interconnection will be a major direction for the smart home industry in the future.
The smart home cake is big enough, the industrial chain is long enough, and it is difficult to form a climate with single guns. All parties in the industry need to seek cooperation and win-win, and the formation of product alliances has become the main form of cooperation. It is reported that Haier launched the U+ smart home operating system to open up user resources, product resources and technical capabilities to partners. The HiLink policy released by Huawei solves the problem of intelligent hardware connection by providing LiteOS operating system, open protocol and technical support to developers and equipment vendors. In the future, cross-border cooperation and open ecology among different types of enterprises will become the mainstream of the smart home market, and “combining vertical and horizontal” will be a major direction for the smart home industry in the future.
The three major trends will inevitably become more apparent
Smart homes will continue to develop intelligently. The three major trends of IoT, AI artificial intelligence and scene-based ecology will inevitably become more and more obvious. A new era of smart homes is coming to the fore.