The Spirit clan Haier cooperates behind: zang Intelligent Ecological ambition can succeed

After the investment of millet, the charm family announced the first major domestic appliance manufacturers Haier reached cooperation. Why the handset manufacturer and the appliance Enterprise frequently union? What impact will the domestic terminal industry bring?

From the data, the charm of the standard millet from the shipments to see the gap is quite large, and Haier, although ranked as the country's largest home appliance enterprises, in the intelligent home appliances enterprises operating for many years, but did not form a market sales and user visibility. So, the charm of the family + Haier can really fight the Millet + beauty of the intelligent ecological camp?

"One observation" in this connection with the charm of science and technology Vice President Linan, Haier Smart household appliances general manager Lily, Haier Cloud loan general manager Wang, u+ Alliance promotion Director Chen Hailin, and industry chain related people discussed.

The Charm clan and Haier cooperate behind:

1. Cooperation initiation time. October 2014 Haier Cloud loan general manager Wang find the Charm clan, hope both sides in the financial loan cooperation. The Charm clan is hoping to expand cooperation to the Haier Group's series of products and services. Two enterprises in the next two months time to complete the rapid completion of a number of lines of business negotiations and docking. "One observation" noted that the cooperation between millet and the United States News, although published in December 2014, but the year around October has been a variety of news.

2. Cooperation content. Haier this cooperation mainly involves u-home, Japan and Japan Shun logistics, Haier cloud loans three departments, relative to the smart home, logistics warehousing, financial loans three major business. For both sides, this has formed a more complete ecological circle: The Demon family using Haier u+ SDK, the development of FlyMe system built system-level intelligent platform Lifekit, to complete with Haier intelligent home docking and control. Haier day and the sun for the charm family and other intelligent hardware products to provide logistics and installation services, and Haier Cloud loan will be the expanding of the Phantom line distribution channels to provide financial loans and transaction payments.

3. "M+ Finance". In the Haier Cloud loan support, the charm family of channels only prepaid deposit will be able to pick up the goods, the rest of the money only within the stipulated time to pay off. Haier cloud loans for the charm of the recommended cooperation channels will be given rapid loans and a large amount of funds, such as preferential measures, but by the lenders need to logistics and warehousing to the daily shun management, and Haier Poly Chamber of Commerce to achieve data docking.

The total number of current national channels of the charm is about 1000, this can not meet the full expansion of the charm in 2015, as well as the need to enter the market for smart home and wearable equipment, and Haier Cloud Loan + Day Shun + Haier Association will be the Phantom of the online channel expansion to provide capital, logistics and warehousing support. Haier Cloud loan general manager Wang to "one observation" said that the first batch of funds expected to invest 500 million yuan, and with the charm of the expansion of the needs of the channel, "believe that the demand for funds far more than 500 million yuan."

4. Who will dominate? From the published content and news, by the charm of the Lifekit access to Haier U-home platform, and the use of Haier's series of products and services, the Haier side in the cooperation of the dominant power. u+ Alliance promotion Director Chen Hailin said Haier launched u+ open platform, is to establish an industry standards, but also open standards, u+ platform will also be connected to other mobile phone companies, and even other home appliances enterprises, to achieve the interconnection of different brands.

5. No capital cooperation is involved. Like the previous Alibaba cooperation, the family and Haier this time also does not involve capital cooperation. The vice president of the charm of technology Linan to "one observation" that the capital cooperation is an interest alliance, is exclusive nature, and open alliance more suitable for the industry more partners to join, the agreement open, mutual access.

On the standard millet + beautiful

Both Haier and the charm of the group claimed that the cooperation is not targeted at the third party, but the goal of the Millet + beautiful intention is very clear:

1. Is the router intelligent ecological core? Mobile phone, router, intelligent TV is lei as the core product of intelligent ecology. And Linan answer to this is "plagiarism + impossible."

Linan said that in Google-led intelligent ecology, nest for the control of the core, because of its sense and link function, which represents the future of intelligent ecology. And with mobile phone through the router to open or shut down the electrical appliances, at best remote control, this and intelligent ecological products of the mutual perception, intelligent adaptation gap is far. Haier Intelligent household appliances general manager Li Li said, remote control for the user intelligent family requirements are far away, IntelliSense is the basic requirements of intelligent family.

Linan stressed that, in fact, there is no intelligent router this concept, in the country is not the invention of millet, but is the first concept of the polar route, but the millet plagiarism. And the performance and sales of small-meter router, it is also impossible to become the core equipment of intelligent ecology. So Millet recently launched a multi-function gateway, human sensors, door and window sensors, wireless switch Smart Family suite, which actually negates the smart router as the core of the prophase strategy.

Linan said that the charm of the family through the integration of Lifekit platform from the FlyMe system level, to access u-home and other intelligent home platform, to achieve the people and things, things and things, things and environment between the mutual perception. For example, by collecting a city air-conditioning to open and set up the data, you can automatically optimize the family of the most matters of the body temperature, and air conditioning in the collection of a certain distance to collect information, you can automatically boot, users back home is already the most appropriate temperature.

2, Millet ecology is closed alliance? Lei hope "To create 50 types of millet Company", "Investment 100 hardware Enterprises", as well as investment in many different areas of enterprise, combined with the huge number of smartphone shipments + millet power, to create a super store-type intelligent ecology. Although Lei has repeatedly stressed that: "Millet is not a closed ecology", but outside the millet rely on investment in a business, to achieve a single product of the completion of the market harvesting strategy is still repeatedly questioned.

Linan said that through the integration of capital, itself is a closed alliance, because it is impossible for a mobile phone companies to invest in all industries and enterprises. The cooperation of capital will require the benefit to share, there will be capital greed, will form the de facto market exclusive. From the current introduction of millet hand ring, charging treasure, air purifiers and other products have been very obvious to see this market situation.

u+ Alliance promotion Director Chen Hailin said, Haier u+ hope to create a complete open platform, to all mobile phones, home appliances and other industry enterprises open, the goal of establishing an industry standard and one-stop solution, hope that the next two years to achieve interoperability of all equipment.

Linan stressed that the cooperation is related to capital is crucial, millet + beauty is a union, the alliance means that the alliance is outside the enemy. But there is no capital alliance between the two, but the open platform, U-home will be connected to other mobile phone manufacturers, may also be connected to other industry enterprises. The object of the enchantment is that open cooperation can be made beyond the Union's products and standards.

How big is the chance of the Phantom + Haier?

For Haier + The intelligent ecology of the charm family, the prerequisite for success is how many users can be obtained. Xiaiqingjiang, general manager of MediaTek, said that from a technical point of view, the threshold of smart home and wearable equipment has been breached, and the difficulty lies in the user's acceptance speed and the establishment of a unified standard. Chipmakers, Qualcomm and other chip companies have been introducing chip-level solutions for 2015 of years. Xie Qingjiang forecast that 2017 domestic intelligent family industry will usher in a full-scale outbreak.

For millet + beauty, the former MIUI covered 85 million users, the estimated 2015 smartphone shipments of more than 80 million. And the United States 2014 years of estimated sales revenue of 140 billion yuan, air-conditioning, washing machines, refrigerators sales of the top two domestic industry, the annual sales of nearly 300 million home appliances. Millet + beauty, will cover at least 100 million domestic users.

Haier is the country's largest household appliance enterprise, 2014 revenue of more than 200 billion yuan, profit more than 15 billion yuan, with the most complete domestic product line of home appliances. But the Phantom 2014 mobile phone shipments in 4.005 billion units, and millet gap is obvious. Linan to "one observation," said the smartphone industry has entered the final integration period, the future can be the size of the brand mobile phone companies will not exceed 5, and the target is two years to enter the top 5 or even the top 3 mobile phone companies.

This means that the charm of the 2017 mobile phone shipments will reach 600.08 billion scale, which for the charm of the family is not small. From the industry, the intelligent ecology will certainly become the industry trend, or be the initiator of intelligent ecology, or be integrated, the future will be excluded in the intelligent environment of mobile phone products can hardly survive in the market. "One observation" that, for the Charm clan, the goal is to unite the industrial parties to become similar to the open ecology of Android, to counter the charm and Haier think of the "millet + beauty of the closed ecology." However, compared with Millet + beauty, Haier does not lack the innovation of smart home appliances, but it is difficult to form market sales and user visibility, and the charm of millet compared to the number of shipments there are obvious short board. The lack of a combination of capital unions also lacks long-term stability.

The Charm clan and millet, finally by the mobile phone competition development for the ecological battle, destined to affect home appliance manufacturers, internet giants, as well as other industry enterprises. And in this intelligent ecological duel with Millet, Zang's charm can complete the counterattack?