50 billion Smart hardware competition: Vertical Segmentation opportunities

"Small egg" cost about 1800 yuan, 1984 yuan Price not much profit space, so they are in the intelligent hardware industry test water, rather than in the overall intelligent service layout for the future laying the groundwork.

Now that the heat of smart hardware is no longer looking beautiful, more and more watchers are choosing to go.

One side is the internet, one side is the traditional manufacturing, seemingly do not take two industries in the mobile internet tide, but together with the astonishing chemical reaction, intelligent hardware industry turned out.

With bat, Jingdong and other major internet giants scramble to occupy the site, now the smart hardware market to refinement, the mainstream enterprises began to seek a small breakthrough: Sogou into the children's field, millet, ink, Cheetah played a PM2.5 idea.

Market size is 30 billion next year.

In the eyes of the capital market, smart hardware devices have become a tempting cake.

From Apple, Google to bat, from abroad to domestic, internet companies into the smart hardware market has become a trend, and even the industry believes that 2014 is the intellectual hardware industry, the year of the outbreak of the year.

Analysts at Credit Suisse forecast that the global market for smart hardware is expected to reach 30 billion to 50 billion years in the future. At the same time, according to the market research company Juniper Study data show that 2014 the world only wearable equipment market size can reach more than 1.5 billion U.S. dollars, to 2018 will reach 19 billion U.S. dollars.

There is no doubt that the boom in smart hardware is coming.

In fact, the face of smart hardware a good situation, the domestic internet three giants-Baidu, Ali, Tencent have exerting force, their respective card location layout.

This May, Tencent launched the first intelligent hardware-Lobo box, based on the automated vehicle Diagnostics system to obtain vehicle traffic data.

In bat three big, Baidu in the Intelligent Hardware field layout earliest, since last year, Baidu has been repeatedly shot. June 2013, Baidu and the network launched a joint "thump hand ring", August and the interest of technology jointly released Inwatch Smart watch. September 2, 2013, Baidu on the official website launched three hardware products, called "Small three customers", including small WiFi, small routes and small TV. October 24, released Archie Art Television, December 5, released based on Baidu Cloud technology, Wi-Fi HD cloud camera small I eyes and ears.

While on Alibaba side, mainly revolves around the family scene launches, this year July 16 launches the Family Digital Entertainment cooperation plan is only the Alibaba Li Hong family scene mentality continuation. As early as September 2013, Alibaba launched the first smart hardware day cat box. April 3, 2013, it also launched the Day Cat Magic Plate (portable WiFi). May 2013, the launch of the Day Cat Magic Tube (Intelligent router), the Sky Cat box Upgrade version 1S.

Analysys International analyst Xu Hao that "bat giant layout of intelligent hardware, the current focus on Baidu, and Ali and Tencent in the intelligent hardware level performance is relatively conservative." Overall, bat three has not really had the right to go into the hardware, is the first Test water or through software services to intervene. ”

With the addition of bat, the whole smart hardware market is more competitive. As a result of millet, 360 and other technology companies have long been to seize the market entrance, traditional hardware manufacturers Huawei, TCL, the United States, OPPO, etc. have also launched the intelligent hardware products.

Financial weekly reporter learned that in the intelligent hardware ecosystem, there are three main types of roles: in the hardware business, mainly rely on the supply chain control, such as the United States, Haier, Kan-kun and so on, in the channel business, mainly relying on the control of the channel, such as Beijing-East, roll-call time, the public network and so on, and in the service providers, Mainly relying on the control of cloud services, including cloud platform service providers, such as Baidu, Aliyun, etc., but also directly to individual users of the C-Terminal service providers, such as ink weather, friends and music live.

As for the development of the intelligent hardware industry, Huawei Innovation Center director Cai has said that the smart hardware market has been accelerating from 2013 to 2015.

Opportunities in Vertical subdivision areas

With the fierce market competition, the smart hardware market to vertical differentiation, the mainstream enterprises began to seek a small breakthrough: Sogou into the children's field, millet, ink, Cheetah played a PM2.5 idea.

As the smart hardware of a new player Sogou is another alternative, the introduction of the "Sugar Cat" service is children, become children's smart hardware market pioneer. Now, more and more children use adult equipment and tools, such as mobile phones, pad, but these devices are to a large extent, the child's growth and development has a potential threat. To this end, Sogou developed a special design for children, to meet children's communication and play the needs of intelligent hardware-"Candy cat."

Sogou CEO Wang Xiaoquan said: "Truly meet the needs of users of the vertical service hardware products is the future of intelligent hardware, children's smart hardware is such a strong demand for in-depth exploration of the market." "For Sogou, enter the smart hardware market has also taken its" from tools to services, "an important step, and Sogou business strategy from the wisdom of the service to the user through the hardware extension.

There are also some enterprises to play the idea of the weather market, big city crowd to PM2.5 attention for many enterprises bring business opportunities.

According to statistics, the domestic air purifier penetration rate of less than 1%, with the United States, Japan and other developed countries, 27% and 17% of the share there is a big gap. On the one hand is the huge demand, on the one hand is the huge market vacancy, the air purifier market increases the potential to be astonishing, also attracted countless manufacturers influx.

Recently, a "egg" turned out to be a new topic for the ever-silent mobile internet circle. This product named "Small egg" intelligent air purifier by the shell Network and fun Play network joint launch.

Start-up companies ' attempts to quickly attract the giant's attention in the Air monitoring field, the first half of the weather app developer Ink Weather release smart hardware air fruit, used to monitor PM2.5, dioxide and other air quality. Han Wang Haze Watch and the Haier air box immediately killed. And more ferocious is the internet manufacturer Cheetah Mobile and millet technology, the two have a variety of capital linked to the brothers companies have released air purifier products.

Cheetah launched Leopard air Purifier to 998 yuan price has been in the days of the cat, Millet Intelligent Air Purifier has just listed. 360 and Tcl launched the intelligent purifier also see the smart home market.

It can be seen that the battlefield of intelligent air purifier has been filled with smoke, but they are also facing the same problem, that is, the profit model. According to the "Little egg" official revealed that its cost is about 1800 yuan, so that its 1984 yuan Price is not much profit space. So how will the future "little eggs" be broken?

Zhou, who has made predictions about the development of smart devices, believes that hardware is moving toward 0 of profits, a future trend, "although the profit of the equipment is zero, it is possible to build an Internet business model with a variety of value-added services built into it."

Shell Network and Fun Play network is not a traditional hardware manufacturers, "small egg" air purifier is not so much in their smart hardware industry test water, it is in the future for the overall intelligent service layout.

As the "little egg" official said, "because the market chaos exists, consumers are faced with confusion, we should give a most appropriate price to change the market." Through such a price, so that everyone has the opportunity to experience ' small eggs ', understand the ' small egg ' product quality, recognition of the ' Little egg ' this brand. So we feel that this benefit is more than the direct per machine to earn a hundreds of dollars a lot of harvest.

(Responsible editor: Mengyishan)