China Top 5 Smart Home Companies, Who Will Be the Winner After the Competition?

Introduction: As one of the biggest outlets in the Internet of Things era, smart home is also the next trillion-level industrial market, attracting many technology giants to snatch, and technology companies such as mobile phone manufacturers and the Internet are particularly active in the field of smart home.

The concept of the Internet of Things was put forward in 1999. Nowadays, thanks to the development of wireless communication technology, mobile internet has begun to extend to the Internet of Everything, and with the promotion of artificial intelligence technology, it has turned to the intelligence of all things, bringing a new wave of information technology. And change all walks of life, while embodying the economic value of 10 trillion US dollars, traditional enterprises actively plan transformation, and the technology giants actively participate, as an important direction of the future development of information technology, carrying the world’s dreams.

Next trillion market


Since 2018, the Internet of Things has once again swept the world. In particular, Tencent announced major internal strategic adjustments last year. The newly established cloud and smart industry business group has received much attention and upgraded its strategic position in cloud services. Ali and Baidu have also adjusted their internal structure. Ali The cloud is upgraded to Alibaba Cloud Intelligent Business Group, Baidu upgrades the intelligent cloud business group, enhances the “ABC Smart Cloud” business strategy, and promotes the industrial intelligence process.

Baidu AI Commercial is at the forefront of the industry by relying on Baidu Cloud as a platform to share AI capabilities to the society, from agriculture to industry, from home to car, and products and services such as translation, image recognition and information flow. In fact, as early as 2016, Baidu Cloud proposed the ABC Trinity Strategy, and now it is using ABC+IoT+Intelligent Edge to promote the Internet of Things in large-scale applications in various vertical areas. The ecological layout has covered the fields of finance, steel, home, automobile, etc. Advance Baidu Cloud ABC capabilities in various industries.

Smart Home Companies

As one of the biggest outlets in the Internet of Things era, smart home is also the next trillion-level industrial market, attracting many technology giants to snatch, and technology companies such as mobile phone manufacturers and the Internet are particularly active in infiltrating into the smart home field. Among mobile phone manufacturers, Apple Launched the HomeKit smart home platform in 2014 and joined the Thread Group standard open organization last year, allowing more device vendors to join the HomeKit ecosystem to compete with Amazon.

Samsung acquired the smartThings platform to deepen the construction of intelligent ecology. Last year, it also launched the IOT platform Samsung Zhijia in the Chinese market. The announced Zhijia partner program saw many domestic first-line brands, Samsung to domestic partners and consumption. It depicts a wonderful connected and intelligent life. At this year’s CES show, Samsung Daxiu smart appliances , the new Family Hub smart refrigerator, through the SmartThings application platform and intelligent voice assistant, can give this refrigerator as a smart home hub product, which can control third-party smart devices on the SmartThings platform. Including Samsung’s other smart devices.

The global decline in smartphones is not a fact. Mobile phone manufacturers are looking for growth points beyond mobile phones, and smart homes have become the market for mobile phone manufacturers. Similarly, Internet giants have also set foot in the way, with the Echo/Alexa model, Amazon leads the global smart home market and becomes the global vane. The domestic BAT three major follow-up, especially Ali and Baidu in the smart home siege, the intelligent ecology fostered by the dialogue artificial intelligence operating system DuerOS has begun to take shape, the number of activation devices has broken 200 million.

Who will be the biggest winner?


Compared with the US market, domestic smart homes are a development trend of all kinds of flowers. Huawei is a representative enterprise that fosters intelligent ecology, while Xiaomi is represented by platform ecology. Baidu, which also cultivates ecology with voice, has smart speaker products. Ali, as well as traditional home appliance companies that are actively transforming towards intelligence.

With the promotion of smart homes in 2018, the scale of intelligent ecology has become more and more perfect, and the smart home industry has been promoted to millions of households. The whole industry has shown a booming trend, and many innovative enterprises have also developed rapidly. However, in terms of the overall market structure, the five giants of Haier, Huawei, Xiaomi, Baidu and Ali have been closely watched by the industry. The hegemony in this market is also the focus of the industry.

In the view of Yang Jianyong, senior consultant of the Internet of Things, the five giants represented by Huawei, Xiaomi, Baidu, Ali and Haier have certain differences in the development of smart home mode. Huawei is connected, and Xiaomi relies on the ecological chain enterprise to support Baidu. The advantage of AI technology is to promote artificial intelligence to land in smart life scenes, and Ali focuses on single-smart smart speakers. Haier has been in the family scene for more than 30 years and promoted the transformation of the Internet of Things enterprise. Its smart family has entered the global family of millions of households, and is one of the most representative enterprises in the transformation of traditional household appliances to intelligent.

Haier wisdom family global landing

Haier is one of the most representative enterprises in the intelligent transformation of traditional home appliance manufacturers. As early as 2014, Haier’s U+ smart life platform was launched, which is a little earlier than Apple’s HomeKit smart home platform. After years of exploration and practice, its complete smart home program can bring a complete smart family life to users. As of September 2018, Haier’s smart home users increased by 23% year-on-year, and many data showed multiple growth. The smart family life platform is one of the largest smart home ecosystem platforms in China.

Today, Haier’s smart homes are pushed to the global market, including the completion of the acquisition of Candy, and the two companies will work together to promote the implementation of Haier’s smart family strategy in Europe and global markets. At the 2019CES show, not only showcased a one-stop smart home package solution, but also the first time with GE Appliances to launch the “North American version” smart home solution, bringing localized 6 smart kitchen appliances to North American users. The Haier U+ smart platform is interconnected, including support for Nest’s smart home products , and supports Google AI assistant Google Assistant voice control and other functions to create a smart family scene that meets the living habits of North American users, helping new families in North America to open up new possibilities for a better life. .

Smart Home Companies

Haier’s North American version of the smart family means that its IoT eco-brand has been launched globally, thanks to the Haier U+ platform, the largest IoT platform in the smart home field behind it. In 2018, the U+ platform continued to exert its strength in the innovation and landing of artificial intelligence in the smart home field, insisting on using IoT+AI to empower smart families to enter hundreds of millions of families around the world.

Huawei connects to the market

Huawei’s smartphones have achieved remarkable results, with annual shipments exceeding 200 million, and surpassing Apple to become the world’s second-largest smartphone maker. With the advent of the Internet of Everything, we are actively transforming into the Internet of Things and seeking growth opportunities in addition to smartphones in the consumer business. Smart home is one of the core developments of consumer business.

Huawei’s intelligent ecosystem with HiLink connection as its core is in full swing in 2018. For this reason, it launched an independent smart home eco-Huazhi brand to create an open smart home ecosystem with connectivity as the core, and attracted Haier, etc. Many industrial chain superior resources, also proposed three years in this ecology to create a goal of 100 billion water.

Huawei HiLink Smart Eco Products currently has more than 50 core partners covering six major areas of home lighting, automation, entertainment and security, as well as the Ark Lab for eco-smart homes. As this ecological scale grows, it is regarded as the biggest rival of the Xiaomi ecological chain.

Xiaomi IoT ecological chain

Mobile phone manufacturers are betting on smart homes to seek new growth points. Xiaomi is the most representative, and has cultivated a large number of ecological chain enterprises, creating a number of explosions, such as smart bracelets, making eco-chain enterprise Huami the world’s largest wearable manufacturer, smart The speaker ranks fourth in the world, behind Google, Amazon and Alibaba. Its artificial intelligence assistant Xiao Ai has activated 100 million devices, and the IoT platform connects 1.32 smart devices. It has become the world’s largest IoT smart device. One of the platforms of life.

In addition, Xiaomi IoT smart life business has brought tens of billions of revenue to Xiaomi. In 2015, its revenue was only 5 billion yuan and increased to 23.5 billion in 2017. The accumulated revenue in the third quarter of this year was 28.9 billion yuan, which exceeded last year. After years of cultivation, the smart home business is showing rapid growth, while IoT and AI will support the future of Xiaomi.

However, the biggest regret for Xiaomi is in the capital market, where the market value suffers from squatting. Of course, this is mainly a major adjustment in the global capital market. The market value of Amazon and Apple has fallen below one trillion US dollars. Under this environment, many technology companies have failed. Fortunately, it has fallen by as much as 53% compared with the high position. The market value of Xiaomi has exceeded 550 billion Hong Kong dollars. As of the morning of January 11, its market value is 257 billion Hong Kong dollars (about 32.8 billion US dollars). Xiaomi IoT needs to let investors know more about this new brand. The business model, perhaps AioT makes Xiaomi burst.

Baidu voice ecology is expanding in scale

Baidu is the first Internet giant in China to transform into artificial intelligence. It has become an AI company. Li Yanhong has repeatedly raised Baidu as an AI company. As a leader in the active development of AI technology, many AI technologies have reached world-class levels, and many of their Internet products and services have been improved with AI technology, while actively exploring them in many directions, such as driverless, financial technology, smart healthcare and smart home. AI technology is on the ground.

As far as the current AI technology commercial landing scene is concerned, the smart home is the top priority of Baidu AI, and the intelligent life oriented to the consumer field has become a major part of Baidu AI technology business. In order to better promote the smart home strategy, it has established intelligence. The life business group strengthens its competitiveness through investment and acquisition in the aspect of intelligent ecological cultivation.

Baidu cultivates intelligent ecology with AI system DuerOS, and then uses smart speakers as the central product to realize the control of many kinds of intelligent devices in the ecology. As of the third quarter of 2018, the number of DuerOS activation devices broke 150 million, and the quarter-on-quarter growth was as high. 41%. In recent days, the artificial intelligence voice assistant activation device broke the 200 million mark, and the growth rate is rapid, and this high-speed growth trend will continue until the end of 2019.

Smart Home Companies

In the competition for smart speakers, it also entered the first camp. Mainly Baidu also launched a cheaper version of smart speakers. In the third quarter of last year, it increased by 711% to 1 million units, which took 20% of the domestic market share and ended. The pattern of Ali and Xiaomi’s duopoly makes the domestic smart speakers enter the market situation of the top three.

During the CES in 2019, Lenovo and Baidu reached a strategic level cooperation. In the first quarter of this year, Lenovo’s smart tablet series products will have built-in Baidu AI dialogue system DuerOS. In addition, Baidu DuerOS also won the CES 2019 best artificial intelligence interactive system platform.

Alibaba smart speaker single product breakthrough

The Internet of Things has become the new track of Alibaba, and smart home is one of the main directions of Ali. Its artificial intelligence laboratory has launched the Tmall Elf smart speaker as a basis to cultivate a smart living ecosystem.

Since the launch of Tmall Elf Smart Speakers, it has broken the embarrassing situation that domestic smart speaker shipments cannot exceed one million. According to public information, Tmall Elf is growing rapidly. Canalys data shows that Ali’s shipments in the first quarter of 2018 are 1.1 million units, 2.85 million units in the second quarter, 2.2 million units in the third quarter, and shipments reached 6.15 million units in the first three quarters. Since the launch of Tmall Elf, as of 2018, the cumulative shipments of series of intelligent speakers are expected to exceed the 10 million mark.

At this year’s CES show, the introduction of Tmall Elf voice technology to BMW cars to achieve home and car connectivity, is expected to be launched in October this year, users in the car through the Tmall Wizard intelligent voice assistant to bring a better experience. In addition, the Tmall Elf teamed up with Bosch to produce the first Qina smart speaker for the high-end market.

However, for Ali, the main focus is on smart items, and invading and cultivating the market by price. Obviously, this model has already worked, including players such as Baidu have also joined the price war, prompting the domestic growth of the world’s smart speakers the fastest. s country. Once the scale of the intelligent ecology cultivated around the smart speakers is expanding, the voice technology of the Tmall Elf can be used to control various life-related smart devices such as homes, offices and hotels, so that people can realize smart life.

Final

The whole industry presents a situation of blooming flowers, each with its own market opportunities, and the smart home market is as large as one trillion, enough to accommodate many players. Only in this way can it promote the home of smart homes, and we look forward to the future of smart family life. .

The author is Yang Jianyong, a senior consultant of the Internet of Things. He won the 2016 Top Ten Financial and Financial Media from the China Gold Online, and the best signing author of Netease in 2017. He is committed to in-depth understanding of cutting-edge technologies such as the Internet of Things economy and artificial intelligence, based on insights and futures of the Internet of Things. Trend judgment, its views are cited by many authoritative media and well-known companies.

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