In January, Google announced a $3.2 billion acquisition of NEST, a U.S. smart air company, which stimulated domestic In January, Google announced its $3.2 billion acquisition of NEST, an American smart air company, stimulating the nerves of domestic enterprises and capital.
The home appliance boss Haier launched its first smart device air ball (also known as Haier air box) at CES earlier this year, and according to media reports the product will be pre-sold from e-commerce channels in the near future; the Internet newcomer Xiaomi also launched its router product pre-sale before, and is located in the smart home products; and emerging entrepreneurs are also not shy to start a business for more than a year ” iKair, a home environment butler, has been on pre-sale on crowdfunding sites for more than a year, and claims to be “confident to become China”s NEST”!
It seems that overnight, the smart home field, which was only active by traditional home appliance companies, has become very lively. Although smart home is still an individual battle, it seems that there is an opportunity for a breakthrough now, which triggers the competition. So where should traditional home appliance companies go? Haier and Xiaomi respectively to the air ball and router swords point to the smart home, what is the mystery behind?
The best thing about Nest is that it is an open platform that allows third-party developers to create software, hardware, services, etc. and connect them with the thermostat to detect and adjust the operation of each appliance in the room by using NEST. adjust the operation of each appliance in the room.
From media reports, Haier Air Ball and Xiaomi router have similar functions. The air ball can monitor indoor temperature, humidity, VOC and PM2.5, and control them by linking with the home”s air conditioner and air purifier; the Xiaomi router also tries to “control the smart home through the Xiaomi router”s smart home control center”. Although from the current information, these two products are not for the “open platform” expression, but I believe that “open platform” should be their real purpose, so as to become a smart home and even the upcoming Internet of Things era home entrance, access to A large number of third-party devices and services. The air products and router products are the closest to people”s lives, but also the two most closely related products, can be said to have found the user”s “pain points” easier to quickly form user habits and accumulate users.
Nest founder Fadel has a classic assertion about smart home, “on the cloud network, the communication, algorithm, sensors and user experience integrated together is the focus of smart home”, it is easy to see that the platform home concept born under the Internet thinking or will become an important development direction of the future smart home. Occupy the entrance and build the platform will become the breakthrough of smart home.
Data also shows that smart home is not just a concept is ushering in a new blue ocean. According to a survey by Transparency Market Research, the scale of smart home in 2012 was only $3.6 billion, and the scale of the market will grow to $16.4 billion by 2019. In addition to foreign countries starting to increase their investment in smart home, relevant figures show that China”s smart home market is also soaring year by year, and the market size is expected to reach an estimated output value of 120 billion yuan by 2015.
For traditional home appliance enterprises, sticking to the rules and old-fashioned concepts can no longer cope with the ever-changing era, and actively embracing the Internet of Things and high technology is the fundamental to the future home appliance market. So, where exactly is the pain point of smart home?
First, a single product is not enough, “smart home ecological chain” is the king. nest and Haier air ball is essentially creating a platform to manage and control the entire family of home equipment with the help of temperature control products. In short, the operation and operation of any home appliance is likely to be done through the “air ball terminal” in the future. From the Xiaomi route can also be a glimpse of two, Xiaomi and other Internet companies spend a lot of effort to research and manufacture routers, is because they see the “air ball terminal” behind the product contains a huge platform value. This is very different from the previous “separate war”, a single traditional appliance concept, the concept of integration is more helpful to create a complete “smart home ecological chain”.
Secondly, IOT and application is the trend of smart home in the future. By 2020, there will be 26 billion connected terminal devices “IOT” to the network, the Internet of Things is changing the traditional home appliance industry. If it was the world of PC before, it will be the world of mobile Internet and IOT. The convenience of cloud services and cloud computing data, will help the home to achieve data, control, application networking. This can be seen from the smart TV in the living room. Apple, Google, Xiaomi, etc. are using rich software applications to revolutionize the traditional color TV industry, the function of the TV has been completely subverted, and can do more and more things. In the future, all the products that can be networked with the cloud and finish the control through the cloud will realize the organic combination of IOT and application.
Third, change thinking to change strategy, the traditional home appliance business inflection point will come. In fact, in the face of the onslaught of Internet companies, many traditional enterprises have begun to think of change one after another. The birth of the Meiling cloud image recognition refrigerator means the full implementation of Changhong”s family Internet strategy; the United States teamed up with Ali to launch intelligent air conditioning. Compared to the single-point layout of the above companies, Haier”s transformation looks more thorough. Haier successively launched the “intelligent family” and “intelligent air ecosystem” two major strategies, Haier in the development of intelligent hardware creativity, intelligent solutions technology actively deployed, but also to build a Haiji network, and geek interaction, incubating innovation. For this mode of traditional home appliance companies to cross over to the Internet-based innovation operations, which is known in the industry as the Haier model.
In general, along with the arrival of the Internet of Things era, the battle for entrance and platform around smart home will continue, with Haier as the representative of traditional home appliance enterprises upgrading and transformation of the Haier model, Xiaomi as the representative of Internet companies “inserting” the Xiaomi model, and by iKair as the representative of the start-up team “Who can become the NEST of China and who can be the final winner? Let”s wait and see.