How smart homes in the IPO tide break through the fragmentation

[Introduction] Smart door locks, smart home appliances, sweeping robots, smart speakers and even smart drying racks have rushed to the beach, from the high-end market to the mass consumer market penetration, the smart life scenes in Hollywood blockbusters began to enter the homes of ordinary people.

This year's Double 11, new retail and smart homes are expected to be particularly eye-catching. Intelligent door locks, smart home appliances, sweeping robots, smart speakers and even smart drying racks have rushed to the beach, and the high-end market has penetrated into the mass consumer market. The smart life scenes in Hollywood blockbusters have begun to enter the homes of ordinary people.

Smart homes are on the eve of explosive growth. Many technology manufacturers, home appliance manufacturers, real estate developers and Internet companies have been deployed. Telecom operators, the State Grid and local radio and television have also begun to get involved in smart home solutions. The giants of traditional home appliance companies, Internet companies and real estate companies have joined hands. Huayuan has teamed up with 360, Fangxing has teamed up with Tencent, and Xiaomi has joined hands with Zhengrong.

In the era of Internet +, smart homes have become a hot spot in the capital layout of all roads without any suspense. The attractive prospects of smart homes also attract various capital blessings. At the same time, home enterprises are listed at a high density. Companies such as Hao Laike, Ou Pai Home, Shang Pin Zhai, Piano have IPOs. The listed companies in the A-share home sector are becoming more and more large. Most of them are based on the whole house customization and smart home development. direction.

The recently released survey of smart homes and smart service devices shows that since 2010, the global smart home market has seen significant growth. In 2017, the global smart home market will reach US$14.7 billion. After eliminating large commodities such as large household appliances, the global market size of smart home devices is expected to reach US$3.3 billion by the end of 2017 and US$9.4 billion by 2021. Analysys think tank data predicts that by 2018 China's smart home scale will reach 180 billion yuan. It can be said that smart home is an emerging industry with high certain growth and is the new blue ocean market that leads the future. At present, the market penetration rate of smart home equipment is not high, and the US smart home market with the highest market penetration rate is only 5.8%. In the same period, the penetration rate of China's smart home market is only 0.1%.

The rise of smart homes is inseparable from the development of artificial intelligence, Internet of Everything, smart cities, and mobile Internet. However, in the process of development, there are problems such as poor product experience, some companies selling as a selling point, fragmentation of smart homes, inability to find smart homes, and no uniform standards in the industry. At present, smart homes are only very beautiful in appearance. After the real capital enters, the industry dilemma will gradually become colder. Many consumers will lose their interest in smart homes after the experience.

At present, the smart home ecology has not formed a complete closed loop, lacking a smart home platform, and smart home products are each battalion, lacking the real thing interconnection, leading to the fragmentation of smart homes.

The real smart home is a systematic project. Only the intelligence of some home appliances and furniture is far from enough. The scene experience is the trend of the times.

The ideal state of smart home is to connect every smart item in the home through the Internet of Things platform. When the owner returns home, the smart door lock, smart speaker or IoT platform senses the information, and then feeds back to the intelligent system such as air conditioner, refrigerator, TV, lighting, sound, curtain, kitchen, etc. The indoor temperature will be adjusted by itself, and the light will automatically turn on. The TV automatically turns on and the music surrounds the room. This is the information network between things, not the owner's control via mobile phones and remote controls. At present, Apple, Google, Midea, Haier, Xiaomi, etc. are aware of this biggest bottleneck, and launched a smart home platform, but the products of the access platform are mainly based on the brand or other brands, and users will still encounter it when they use it. The problem of switching between multiple platforms.

The entrance dispute of smart homes is also an unsolved mystery with many opinions and no answers. Many smart hardwares have been expected to become the entrance to smart homes and become the golden key to unlocking smart home treasures.

The router was first regarded as a smart home entrance, and the smart TV in the living room was also highly anticipated. Later, the smart door lock was replaced. As a result of constant exploration, smart speakers began to become smart home entrances this year.

In 2017, smart speakers became the standard for the giant layout, and many companies have put on their bets. The most popular hardware products in the past time are non-smart speakers. After the release of Amazon, Google, and Apple smart speakers, domestic manufacturers such as Himalayan, Xiaomi, Ali, and Lenovo have launched smart speaker products. The smart speaker is equipped with a voice assistant system. The voice assistant can communicate with the user like a friend. At the same time, it can also play music, news, online shopping orders, car calls, and delivery. However, due to different lifestyles and consumption habits, domestically sold smart speakers are not bought by domestic consumers, and it is impossible to become a smart home entrance.

Behind the battle for fragmentation and entry, there is no industry standard for smart homes. In the absence of a unified industry standard, different fields and different enterprises have their own battles and systems, and smart home products are diverse. It is difficult to achieve system compatibility, information sharing and interconnection, which will cause great trouble to consumers.

Does smart home need to develop a unified industry standard?

Xiaomi, CEO of Xiaomi Technology, said that there is no reason for smart homes. At present, there is no unified standard for smart homes in the international market. If China takes the lead in formulating national standards for smart homes, it is expected to obtain “discourse power” and “passports” for the manufacturing industry to go global. The national standards of households are pushed to the world and become the universal standard.

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