After the communication industry, the internet's Spring Breeze blows home appliance industry

After the communications industry, the Internet's spring breeze blowing home appliances industry, household appliances industry share prices rose collectively.

Since June this year, Changhong's share price (sh:600839) rose from 1.7 yuan to 3.36 yuan, increasing nearly 100%. Haier Electrical Appliances (sh:600690) from the same period last year about 10.5 yuan rose to the current more than 17 yuan, Hisense Electric Appliances (sh:600060) from the same period about 7.5 yuan rose to the current close to 12 yuan.

The internet has put the price of the home appliance industry on the wing of the rise.

"Potential if Changhong" Company also includes Cross-border access to the television industry, such as the Internet companies, such as millet, music vision. Within a year, the share price rose from 14.6 to over 50 yuan. If the lottery is a monster, Millet creates the wonders of the capital market, with valuations soaring from $4 billion trillion to $10 billion last year.

Is it an internet bubble or an Internet boom? is still a shengjing, no little decline.

Zhang, chairman of Haier Group, recently in a private communication with the 21st century economic reporter, said: The Internet as the representative of manufacturers to use the Internet channel advantages, marketing advantages, financing advantages of price war, this is not the Internet to the television industry bring the most valuable things. The greatest value that the Internet brings to the television industry is value creation, which adds to every aspect of the industry.

The internet is getting closer to TV

For some time, the color TV industry is bleak: sales, power-on rate both decline.

According to the data provided by Eric, the TV boot rate in Beijing has fallen from 70% at its peak to less than 30%.

The internet has become a stimulant for the television industry. Data from Dis study shows that smart TV will sell more than 500 million units in the end of 2015. By 2016, Chinese Internet TV users will break 100 million and sales will grow from 50 million dollars in 2010 to 1.38 billion dollars.

Integration Network Editor-in-Chief Wu Chunyong that the television industry to give investors the imagination of more than this, in the future, in addition to the Internet TV hardware profits, but also through the Internet services to profit. In addition to selling iphones, it is also split with developers.

Changhong Technology Center Foundation Institute Director of the exhibition Yi Hua, the future of intelligent television should be a full Internet service terminal, in addition to watching video, you can also get games, electricity, credit, communications (IM), social and other internet services.

At present, the service of intelligent TV, more than 80% is video service. Zhan Yi Hua that the future video service occupancy time should be reduced below 30%, the remaining services accounted for 70%.

Investors saw the possibility of TV makers upgrading to Internet products and services providers. The future of television may even be as free as a smartphone, the smartphone is paid in full, and the smart TV is paying enough for the Internet service, says Yi Hua.

The plan for the integration of the Internet and television does not begin today. As early as March 1999, the "Venus Project", costing billions of of billions of dollars, provided consumers with a plan for a cheap personal-computer replacement, making it an Internet-enabled replacement for computers.

Bill Gates at that time in China to promote the Venus program, Changhong, Konka, TCL, Skyworth and other home appliances giants together for the Venus platform. The plan failed because the technology was immature, the Internet infrastructure was overloaded, and the conditions for television access were not available.

2004, the ambitious grand chairman of the Tian Bridge to promote the box plan, hopes to upgrade the television network terminal, providing interactive entertainment and information, achievements of its interactive entertainment empire dream. Shanda for this hit 450 million U.S. dollars, and continuous acquisition, such as the beginning of the Chinese network, winger chess and other companies, or even a "sneak attack", hoping to provide living room entertainment enough content.

2009, the Music network in the Jia Yue Pavilion under the lead began another round to the living room impact plan.

Every time, the Internet seems so close to television that it doesn't come together. Wu Chunyong that although there is no final fusion, there has been a change, that the two are getting closer.

Home Internet

Wu Chunyong said: "The internet is the general trend, to history as a mirror, home appliances manufacturers see more than Apple in the mobile internet era to embrace the success of the Internet, and Nokia misjudged the situation of the miserable fate."

The direction is right there, and the key now is to figure out how to act and then act quickly.

The exhibition Yi Hua thinks, if the Internet television as a hardware terminal understand is wrong, want to understand TV as a part of home internet. He believes that television is only one of the terminals of home Internet, all kinds of equipment in the family, including PC, tablet, intelligent TV, mobile phone, air conditioner, refrigerator, microwave oven are all internet terminals like TV, all can surf the internet.

In a networked environment, a variety of terminals are connected to the Internet, content, service sharing, at the same time the various terminals can interoperate. For example, mobile phones can be used as a TV remote control device, the TV is playing songs can be shared to the kitchen range hood, or through the tablet to view the food stored in the fridge.

In order to realize the content, service sharing and multi terminal interoperability, Changhong has launched a series of products and technologies, including shaft operating system, IPP (integrated personal Gateway) technology.

The equipment that carries the shaft operating system can share and control the services. For example, according to GPS positioning, when you leave home more than 10 kilometers, home air-conditioning will automatically shutdown, through the mobile phone app set, when you are 10 kilometers away from home, the rice cooker will automatically open, until the home, the pot of rice has been cooked.

Through the IPP integrated personal gateway, the same user login at different terminals, have a unified identity. User behavior in different terminals will form data, after the accumulation of time, the formation of large data, family members of the data will form large family data.

Changhong spokesperson Radian revealed that from 2004 to now, Sichuan Changhong in the home Internet technology Innovation Research and development investment has more than 10 billion yuan, and gradually formed a "chip + Software + Large Data Service" system solution, and in October this year launched a number of intelligent terminal products.

September 16 This year, IBM, Sichuan Province Mianyang government, Changhong Group, Evans Hisoft officially issued "Mianyang IBM large Data Analysis Competitiveness Center." Radian said: The purpose of the center is to use large data analysis and scientific management to promote the implementation of Changhong Group intelligent Strategy.

Changhong around the "home Internet" story to attract the interest of investors, other companies through the product to attract the attention of the market, the typical representative is TCL and love singular cooperation.

September 3 this year, video site Archie Arts and television giant TCL joint launch of Smart TV "tv+", love singular said their approach is "Iqiyi inside", is the Archie art "Software + Internet applications and services" embedded TCL and other manufacturers hardware products.

Skyworth and Ali Group launched a cool TV, Haier is also with Ali to cooperate. The imaginary space of this cooperation is to embed Ali's electric service into intelligent TV, so that TV will approach the terminal of "all Internet service".

Different paths

Although the "home Internet" is in the same direction, each company chooses a different path.

Changhong is the platform of thinking: in the shaft operating system, IPP (integrated personal Gateway) technology, running different brands of television, refrigerators, air-conditioning, computers, mobile phones, pad and other equipment, equipment can be seamless connection, sharing cloud data, Changhong is just one of many brands.

In the context of multiple terminals, IPP technology is critical to platform creation: IPP aims to achieve the company's Black Power, white power, mobile terminals interconnection and service synergy, the promotion of personal cloud-centric ecosystem construction, through the IPP value-added services planning and deployment, and gradually establish a new business model.

Zhan Yi Hua said, no IPP technology, only to end as the center to build the home Internet, with IPP technology, you can achieve the "people-centered" to build the home Internet. Different members of the family, through these terminals, access to games, video, instant messaging and other services.

In other words, when the father and his son open the same TV, the content of television introduced is not the same.

This July 23, Ali group released the Ali Intelligent TV operating system, also released two based on the operating system hardware products-boxes and smart TV. Box products by the number of joint launch, smart TV by including Haier, Skyworth, Changhong and other television manufacturers.

Subsequently, Changhong jumped out to deny that he would not take Ali group's operating system, but adopt its own operating system.

For this incident, Radian explained: Changhong's home internet play and other traditional home appliances enterprises closed concept is not the same, Changhong hope to build the entire industrial chain of the ecological platform, with the industry partners to create and share the business value of the internet age of the family.

The meaning of the fringe is very obvious-Changhong is unwilling to do a single hardware provider role.

While alliances with internet companies will give up the dream of the platform, the benefits are obvious: fast access to products and services such as electric dealers, video, gaming, software (operating system) systems, rapid construction of ecological chains, and rapid success in competition.

Internet manufacturers are going the other way, such as music, video content from the perspective of the television, the strategy is Low-cost hardware + low price content. This road needs to solve two problems, in order to let consumers back to television, one is the whole network of content and information, service; the other is the interaction between different devices.

Ali from the point of view of the electric business, will be the application of shopping to the edge of the entrance to the television machine. Millet is adhere to the consistent "triathlon", that is, software + hardware + Internet.

Traditional companies are looking for a way out, and internet companies are looking for markets. Who will win the final victory? Wu Chunyong that the traditional enterprises and Internet companies have advantages.

Cai, a well-known internet investor, said: "The future belongs to those who know the Internet in the traditional industries, not those who know the Internet but do not understand the traditional industries."