The investment heat behind smart hardware: Take the pit as the focus on health

Smart hardware has had a wave of orgasms in the 2013, but it has been cautious in the investment circle. However, the situation has changed a lot in the last six months. The investment circle began to relish the smart hardware and was scrambling to start investing in hardware projects that were extraordinary, why? During this time, I have the opportunity to separate with the newly funded hardware entrepreneurs, angel investors and other exchanges, and try to find the answer, mainly in these areas: 1, differentiated value began to reflect this point I first thought is the thump net, the thump net recently announced the second round of financing by deep venture investment, the scale of 60 million yuan. This numerical value, in the Domestic intelligent hardware field is already a lot of data, recently in Shenzhen with the main participation in the Li Chengli investment investment manager of the deep talk, this money will soon be in place. Thump is recognized as a product of the trend in the hands of the tide began to find their own differentiated value. After the announcement of the second round, I had the first time to communicate with CEO Shenpo. I found that over the past year, the idea of the net has also changed a lot, not only while trying to do hardware, while doing software and services. The core of Shenpo's story is at 2. First, the smart hardware to participate in the new large companies to do user management, the use of its plump movement + application now accumulated more than 10 million users, as well as its cloud computing platform. Huawei's TalkBand and Samsung's gear are examples of TalkBand back-end software and user management that are completely plump in the making, and gear are also built into the application of the thump movement. Second, for the intelligent hardware participants to provide the conditions, simple is to use their accumulated technology, for various areas to do some intelligent hardware programs, so willing to participate in intelligent hardware of traditional enterprises can quickly participate in the intelligent hardware industry. So the core value of thump is that the software has more than 10 million users, each month is still in 30~40 million download volume growth, but also need to be able to see the hardware itself sales revenue. Li Chengli said. 2, the investment also must occupy the pit first to review several investors and entrepreneurs, one of the common view is that investment in smart hardware also need to occupy a hole first. Now look, hardware investment has some drawbacks, such as large investment, slow results, see the result of the time is also long. But from the general direction, the rise of smart hardware is a trend, so no one wants to be left behind, need to advance layout. Currently in the domestic investment of intelligent hardware more active funds and investment institutions are mainly, Gobi investment, IDG, Jingwei Ventures, Shun for the fund, GGV Capital, innovation Workshop, five capital, Bing Capital and so on, as well as from the internet giants of the layout, such as Qihoo 360 and millet, Jing Dong and so on. At this stage, the investment of intelligent hardware is based on the Angel wheel or pre-a wheel, like deep venture investment such as the B-round investors are the minority. In fact, in the words of Broadlink founder Liu Zongru, now the main investment fund in China, no one is not in the road chat project. 3, the investment of the app to hardware hardware began to be popular, and the decline of software investment is also related to the rise of 2010Mobile Internet investors have attracted a lot of money and investors ' attention to app investment, and a few years later, there have been fewer opportunities in the app world. Like Mo, taxi software Such opportunities, now very little Li Chengli said, but there are so many money, not in the app field, certainly to go to other areas, now smart hardware is a good opportunity. Jingwei Ventures is one of the activists, and its US fund has recently made a big profit on the acquisition of Oculus, a virtual reality hardware company, with a 9-month return of 60 times times. At the same time its domestic also set up a smart hardware group, and has invested in several companies, such as the domestic site to do the call time, but also to do smart home magic Teng Intelligence. 4, a few areas of popular hardware innovation (public number: Newhard) Last year, the rise of the hardware revival of the main four areas, sports wear, health care, smart home, automotive intelligence. It has recently been found that health care is highly favored by investors. At a recent meeting, five capital creation partner Zhang said they had already invested in 2 mobile medical projects. He believes that the smart health care, mainly 2 trends, one is the trend of aging society. The second is the development trend of mobile Internet. According to the priority level, he divides the priority of the four directions that the medical project focuses on. I. Chronic disease prevention. Second, sub-health problem solving. Iii. common problems. Iv. Fashion Health. Our most common bracelets and watches are fashionable and healthy. Such items are the most prudent, Zhang said, so entrepreneurs should not follow suit. Wang Yu, a partner with the same view, believes that medical care is a new development for smart hardware, so it will be more of a concern than a household product like a smart light bulb. He said he had invested in several projects last year, focusing mainly on smart medicine. 5, the market is more mature last year began to do Kankan blood pressure meter entrepreneurial Liu, heard also just finalized a small amount of investment. In her view, investors are beginning to be sure of the smart hardware project, where investors are beginning to see the maturity of the market, not as vague as last year. In addition, he believes that investment in smart hardware can improve its identity tag in the investor's perspective. Another point is that the traditional industry began to invest in smart hardware to start looking for a new way out, such as her blood pressure meter industry omron, as well as in the home appliance industry Haier, the United States and so on. This is how investors start to value smart hardware and are willing to invest in several aspects. We can conclude that the smart hardware market is more mature and investors see some decent products. Also saw some walk in front of the investment institutions in return, good hardware projects, the problem of homogenization is slowly avoided. At the same time, like health care, such as a new project began to be widely recognized, the most important thing is that the wave of capital began to move from the mobile internet to smart hardware, because investors can not wait, need to advance the layout of the pit.