From home appliances companies to Internet technology companies, smart home track has been more and more people. "When you step into the door, the light will light up slowly and slowly from the porch to the living room. The sound starts to play your favorite music, and the air conditioning system and so on are on simultaneously. " This is the display of all house intelligence achievements released by Huawei on the evening of April 8. In fact, the concept of smart home has been publicized for a long time, which is the embodiment of the Internet under the influence of the Internet. In recent years, there are more and more smart home products such as smart speaker, intelligent TV, intelligent refrigerator and intelligent lamp in the market. The whole house intelligence can connect all kinds of equipment such as audio and video equipment, lighting system, security system and so on through Internet of things technology, and provide home appliance control, lighting control, telephone remote control and programmable timing control and other functions and means. As early as 1999, Microsoft released a smart home publicity film, which basically successfully predicted the current form of intelligent home of Internet of things. With the upgrading and development of AI, IOT and other technologies, the smart home industry has been evolving to the intelligent family stage which combines the intelligent experience and intelligent scene of the whole house. For example, in Huawei's all house intelligence, Huawei realizes intelligent interconnection and coordination of intelligent hardware and sound and optical hydropower systems through two networks and N systems of Hongmeng smart host, PLC all house WiFi. In the field of aiot, smart home is considered to be the most valuable scenario. According to statistics, in recent years, the smart home market in China has grown rapidly, CAGR (consistent with the annual growth rate) has reached 15.8%, and it is expected that it will exceed RMB 800billion in 2025. In the field of aiot, there are Internet companies and technology companies such as Tencent, Ali and Xiaomi. Traditional home appliances enterprises are also laying a bridge in succession under the call of 5g era, in order to improve the level of intelligent manufacturing with 5g technology and create aiot ecology of household appliances. "There may be four different companies in the industrial form, first, Internet Ecological companies, platform companies, distribution ecology, product companies and substitute companies." TCL industrial holding CTO SunLi introduced. According to statistics, the market size of smart home appliances is the largest and the permeability is the highest in 2019. This also means that the distribution of home appliance enterprises in the field of aiot is becoming faster and faster. one New games in the market of 100 billion The consumer market of household appliances is going down the downhill road, and there is a new trend. According to the report on China household appliances market in 2020 issued by China Institute of electronic information industry development, the retail sales volume of China's home appliance market reached 83.3 billion yuan in 2020, down 6.5% year-on-year, which was 2.6 percentage points higher than the average level of social consumer goods in China. This is the second year since 2019, the decline of China's home appliances market has continued to decline, an increase of 2.68 percentage points compared with 2019. But in 2020, the report mentioned that in the household appliance market, 4k/8k smart TV with large screen, Ultra HD and artificial intelligence, and high-end air conditioning with smart, comfortable and healthy main focus, are recognized and accepted by more and more consumers. Consumers not only hope that refrigerators, air conditioners and rice cookers can be controlled remotely, but also want the products in their home to be more intelligent and "understand me". As early as 2014, Lei Jun saw the air outlet of IOT, and the layout of millet was in advance. After years of hard work, Millet's achievements in aiot business are obvious. According to the latest financial report of 2020 disclosed by Xiaomi, Xiaomi TV has ranked the first in China in 8 consecutive quarters. The number of IOT devices (excluding smartphones and laptops) connected to Xiaomi aiot platform has reached 324million, an increase of 38.0% year-on-year. In terms of revenue data, in 2020, the income of millet from IOT and consumer products reached 67.4 billion yuan, an increase of 8.6% year-on-year. Hardware terminal stores including home appliance enterprises also realize the importance of network effect. American, TCL, Changhong and so on are also starting to make efforts to aiot. Major general Jiading, who was an observer of the industry, said in an interview with the media that under the wave of 5g and aiot, the iteration of hardware functions and experience of household appliances is inevitable, and the appliance enterprises must actively cater to it. If not follow up in time and actively transform, it may be eliminated in the fierce market competition. In addition, compared with small screen mobile phones, TV and other appliances have the composite properties of public large screen, high computing power equipment, intelligent center, and are also the equipment with high coverage. Haier is the first home appliance company to join the aiot ecological army. Haier smart platform u-home was born in July, 2006, and it is a good living solution launched by Haier Group in the era of Internet of things. In 2019, Haier Smart Family promoted the smart family scenario solution of "5+7+n" globally, and accelerated the transformation to the Internet of things ecological enterprise. With the increase of aiot, Haier Zhijia's domestic household appliances revenue reached 98.880 billion yuan last year, an increase of 6.6% year-on-year. In its annual report of 2020, it said that the continuous introduction of smart complete products to lead innovation is one of the factors of the company's business growth. On the IOT track, the leading domestic home appliance manufacturing group emphasizes digital and intelligent upgrading. Vice president and CTO of IOT Business Department of the United States introduced to Jiangxu that the aiot path of the United States is: intelligent products, intelligent platforms and intelligent services“ In short, the first step is to intelligentize all products, and build an intelligent ecological platform with multiple scenarios, multiple entrances and multiple applications. Finally, the corresponding intelligent applications and services are developed on this platform. " Tell Jiang Xu that all-weather technology, Meiwei has created multiple scenes and introduced different entrances. The app of Meiju is an entrance to the smart home life platform of the United States. In addition to its own products and integration of external technology, the United States is also expanding upstream. In March, 2019, the United States integrated with Alibaba cloud and beken Botong to launch the intelligent module with wi fi+ Bluetooth dual connection. In October of the same year, a customized household appliance special intelligent chip holacon and an intelligent connection module with the chip were released. Unlike Haier's emphasis on smart scenarios and ecological services, while the US emphasizes digital and intelligent upgrading, TCL emphasizes AI more × IOT's scenario Innovation. In September 2019, TCL established Honghu laboratory, focusing on the technology research and development and product-oriented innovation applications such as AI, IOT and cloud services. In IOT, Honghu laboratory focuses on security connection, such as wireless connection technology module, operating system and Internet of things protocol. In the cloud, Honghu laboratory has established account system, big data platform, AI training platform and data privacy compliance scheme to feed back product design and after-sales. Behind the entry of traditional home appliances enterprises is the market of hundreds of billion《 According to the data of China intelligent Internet of things white paper in 2020, the market size of China's aiot market will reach 400billion yuan in 2019, which will exceed RMB 7500billion by 2022, benefiting from the large-scale landing of urban end aiot business and the initial popularization of edge computing. two Trend of formation of nested system The development of smart home industry can be divided into three stages: from the single product to the intelligent function, to the interconnection between the single intelligent products, the final goal is the whole house intelligence, the interconnection of various scenes to meet the personalized needs. From this, the concept of "set system" of smart home has risen. In the past China home appliances and consumer electronics Expo (awe2021), many home appliance enterprises launched a complete set of smart home appliances. Large screens are equipped on multiple appliances as distributed entrance. Through these large screens, not only can intelligent linkage of household appliances be realized, but also more value-added services can be introduced into home scenarios. Different from the past, the concept of "complete set" no longer emphasizes single product, but integrates all single products to highlight the overall sense. Taking TCL as an example, the key products of the Linxi C12 AI household appliances include 8 products, such as quantum dot Mini LED intelligent screen, quench intelligent screen refrigerator, intelligent screen integrated cooker, intelligent fresh air conditioning, etc. Earlier, Colmo, the high-end AI technology brand of the United States, has made clear the breakthrough point of the nested management at the beginning of its birth, and launched the system including Blanc and yuntu. Among them, the household appliances, including washing machine, refrigerator, air conditioner, dishwasher, water heater, water purifier, pipeline machine, smoke stove set, electric cooker and other products, are represented by the future residential landscape of the whole house. "Now, home appliance enterprises are pushing the concept of" systematization ", which means that multiple products are packaged and sold, and these products can be interconnected." Liu buchen, a senior observer in the household appliance industry, said that "smart appliances in complete sets" has become the wind vane in the field of home appliances. In fact, the application of household appliances in the context of the family appliances was launched in 2019. In terms of category, kitchen enterprises are the leading and leading enterprises, attracting the participation of many enterprises including air conditioning, refrigerator, washing machine and TV, and gradually forming the nested home appliance solutions for different scenes such as kitchen, living room, bedroom and study. In the enterprise camp, Haier, Fangtai and other enterprises have attracted many home appliance enterprises including Meimei, Hisense, Gree, TCL and Changhong, and have established their own implementation scheme of nested system. Liu believes that for users, the nested system is based on the home appliance from a single hardware product to a comprehensive home appliance solution, and the most important is experience“ Home appliance tiering not only simply adds the past single products together, but can bring better experience than single home appliances in the past, bringing new functions and values. " The white paper on insight of users of China household appliances shows that in order to better meet the consumers' understanding and acceptance of the sales of set products, many home appliance enterprises have opened brand experience stores online, and the use and interaction of various scenes of the family are designed in the experience shop. In addition, the ultra-high speed transmission of 5g technology greatly facilitates the detection and management of information. Therefore, the "perception" between the components of smart home is more accurate and rapid, and the degree of intelligence is greatly improved. With the issuance of 5g commercial license and the reduction of communication tariff, on the one hand, it promotes the users in the sinking market to choose to use smart home appliances products, on the other hand, it will promote the landing and popularization of the whole house intelligence. The Research Report "competition pattern of smart home in 5g era" issued by market institutions shows that with the improvement of income level, young people have taken over the discourse power in the purchase of home appliances, and they have gradually become the main force of smart home appliances consumption in China. Compared with the traditional consumers' concern about the price and brand of products, the demand of the young consumers for smart appliances has become the mainstream of their home appliances consumption. When buying household appliances, 71.5% of young consumers will consider the intelligent of household appliances, and 61.7% will consider whether they can connect with other appliances. For the promotion of "nested" of household appliance enterprises, do consumers pay for it? The industry data gives the answer. The results of AVC consumer survey show that the proportion of people who have had new decoration or purchased household appliances in recent two years has reached 12%; In the next year, the proportion of people who have decoration needs or home purchase plans is expected to choose 25% of customized home. Some industry people believe that the ultimate goal of "nested" is to achieve the penetration of the whole scene of home, and the current "nested" is still in the initial stage. three How long does it take for all house intelligence? How long is it from full system intelligence to all room intelligence? Many respondents said that to achieve real real house intelligence, it also needs to solve many problems such as industry standards, consumer experience, technology and so on. According to Liu, there are three main problems facing the domestic smart home industry: no uniform industry standards, bandwidth technology problems and poor consumer experience“ This is also the important reason why alot has been shouting in China for so many years and has not been widely used. " According to the data of AVC and Tencent home appliances, the current user's interest in smart home is 95.2%, but 87.5% of users are very dissatisfied with the status quo of smart home. In 2019, Amazon, apple and Google, the US technology giants, began to solve the compatibility, security and connectivity issues in the smart home area. The relevant domestic work began in 2020, and the standards of Ola are still in progress. "Consumers can't buy only one brand of appliances, and there must be a system or standard that is generally recognized to be necessary to achieve cross brand connectivity." Liu said that for many home appliance manufacturers, even if the system of friends and merchants is done well, enterprises will not "lift sedan chairs" to their friends, but the third-party operating system can solve the problem of fighting for themselves. Jiang Xu said that the smart home industry is still in the early stage of warlord mixed war. The ecological circle mentioned by the industry is actually the ecological circle of each manufacturer“ The industry lacks standards and leading enterprises. " SunLi also put forward the same view: the product interconnection between different brands is a long-standing challenge. Due to the fragmentation of firmware, chips, operating systems and other issues such as the manufacturer's political considerations, there is no unified industry standard to standardize the equipment discovery, distribution network and edge coordination among different brand products. "Overseas is promoting chip, and the domestic Ola standards are also being promoted. We expect to have a national standard soon, and solve the basic interconnection problem once and for all, so that all enterprises focus on providing differentiated applications and experiences to users." Sun Li said. Carrying a third-party operating system is also an option. In the eyes of many respondents, Huawei Hongmeng is the most imaginable operating system in the industry. "The wave of PC Internet and mobile Internet has been successful in business. One important reason is that they have a unified operating system at the bottom. We expect Hongmeng to be the same. We hope Hongmeng will become the operating system of alot of the Internet of things." To Jiang Xu. In the field of house wide intelligence, Huawei focuses on connecting control system, hydropower and other infrastructure systems, and making new solutions from the operating system level. In July last year, the United States and Huawei jointly announced the strategic partnership for upgrading, and conducted in-depth cooperation in multiple scenarios such as smart home products, technologies, 5g+ industrial Internet, hybrid cloud, enterprise AI and so on. This year, China will further deepen cooperation with Huawei Hongmeng to achieve the coverage of nearly 200 Hongmeng products in all categories of the United States. But for the appliance enterprises, the premise of embracing the big ecology is that it can share with the third party data. "We need access to control our appliances. For us, we can adopt multiple entrances, small speakers, Huawei phones and oppo phones," 。
