What are the profit points of smart home industries such as Green Rice Lianchuang, Rongshida and Graffiti?

Original title: Market analysis of smart home industry in China in 20 19: Giants of various industries have made cross-border layout, and 5G will trigger the integration of all fields of smart home. Obviously, various industry giants have laid out cross-border layouts.

It coincides with the eve of the 5G era, and this AWE is particularly interesting. At this AWE, the integration of upstream and downstream home appliances, real estate, OTT, and upstream panel industry chain is more obvious. 5G, AI and IOT gradually promote the process of smart home. More and more enterprises are beginning to set foot in the field of smart home.

Haier, TCL, Huawei, Konka and other home appliance manufacturers and technology giants also laid out in advance. They all launched complete sets of products in their booths to form a complete smart home system, which incorporates artificial intelligence technology. At the same time, they have joined hands to lay out smart homes across borders, but they all seem to be waiting for a better opportunity-the real-the arrival of the 5 G era.

AI×IoT has become a new outlet, and enterprises have successively merged to break the "pseudo-technology"

At present, the reconstruction of product attributes, the expansion of product categories and the integration of collections have increasingly appeared in traditional manufacturing giants. In AWE20 19, in addition to the brand's combination boxing, the complete set of home appliances has also matured, and the giants are improving their own intelligent system architecture, platform and ecology.

"Complete sets are the way for enterprises to increase high added value." Li, vice president of Haier Group, said that more than four floors of Haier's sales in China came from the sales of more than two sets of household appliances.

"Smart Home Industry Report" pointed out that from the perspective of product form, smart home has experienced the development path from single product intelligence, single product integration to intelligent system integration.

According to the statistical data of "China Smart Home Equipment Industry Market Foresight and Investment Strategy Planning Report" issued by Foresight Industry Research Institute, the global smart home market scale was US$ 35.7 billion in 20 17, and the CAGR was 26.9% in 20 18-2023, and it is expected to reach US$150.6 billion in 2023. Among them, the United States, Europe and China will become the three major smart home markets, and the market growth rate far exceeds the international average. Smart home products include lighting, security, heating, air conditioning, entertainment, medical care, kitchen supplies and so on.

In China market, the smart home market in China has reached 260.85 billion yuan in 20 16, and the smart home market in China has grown to more than 300 billion yuan in 20 17. It is preliminarily estimated that the smart home market in China will be close to 400 billion yuan in 20 18. It is predicted that the smart home market will maintain a compound annual growth rate of 2 1.4% in the next three years, and it is predicted that the smart home market in China will reach 58 1.93 billion yuan in 2020, with a year-on-year increase of 20.8%.

Statistics of the top five countries in the global smart home market in 20 18.

Data source: compiled by Prospective Industry Research Institute.

20 16-2020 China Smart Home Market Scale Statistics and Growth Forecast

Data source: compiled by Prospective Industry Research Institute.

At this year's AWE, many manufacturers put forward the concept of "whole house Internet appliances, AI full scene" and established the AI×IoT strategy. Around the new outlet of AI×IoT, giants have accelerated integration and layout.

TCL has just established the TCL intelligent terminal business group and established the intelligent terminal system architecture based on AI×IoT, which will be the next venue. According to the plan, the future products will range from home appliances to personal eco-products, to pan-intelligent devices, and then to intelligent solutions.

Konka announced that in 20 19, all products of the company will be AI, and the panoramic AI technology independently developed will become standard. Dong Chang, co-vice president of Konka Group, even said that Konka wanted to use panoramic AI technology to change the status quo of "technology stacking and packaging high-tech concept" in the industry.

He revealed: "In 20 19, Konka will build a multi-dimensional vertical layout with TV as the core around AI, 5G and 8K.

Home IOT control has completed the construction of 5G joint laboratory and artificial intelligence laboratory. "

At the same time, a group of Internet companies have also made in-depth layout for smart homes and smart homes. Most of them have given up fighting alone and chose to join hands with home appliance giants.

5G detonated the smart home giant's cross-border platform in advance.

The approach of 5G commercial landing has made smart homes based on AI+IoT technology a battleground for many manufacturers.

Huawei, Xiaomi, ZTE, Lenovo and other major technology companies are also launching a series of terminal products or chips supporting 5G networks, and at the same time extending to smart homes and smart homes.

However, Huawei responded to the "doing TV" in AWE20 19. Yu Chengdong, CEO of its consumer business, said that he would not do TV, compete with traditional home appliance enterprises and be a crocodile. However, he revealed: "Huawei will make a large-screen device with TV function in the future, which will be completed with its partner * * *."

In the field of smart home, mobile phone manufacturers such as Huawei and Xiaomi are holding hands with home appliance manufacturers in an open and cooperative manner. This time, Huawei's smart home ecological strategy has been fully upgraded, and it has announced the establishment of alliances with Suning, Easyhome and other enterprises. Its ambition in the field of smart home can be seen. Xiaomi has also established smart home cooperation with TCL, Midea and Changhong.

In the coming 5G era, the scale of smart home industry will also be detonated in advance, which makes the giants who have been dormant for a long time in the alliance posture surging.

Aoweiyun analysts believe: "In the traditional era, household appliances or consumer electronics products basically existed in isolation. Although some manufacturers are also trying smart home appliances in the 4G era, most smart homes are just concepts due to the network speed conditions. Once 5G is applied on a large scale, the data association of products will be strengthened, and the connection obstacles of isolated products will be greatly reduced. "

Liang, an industrial economic observer, said: "The 20 19 Expo presents a new trend of smart home: AI and 5G are more widely used, and the whole AI scene and complete sets of smart home products are constantly changing. The upcoming 5G era will increase the network uplink rate as never before. Combined with the blessing and boost of AI technology, it will bring more efficient information transmission channels and richer application scenarios for the Internet of Things, which also allows enterprises to see huge scale prospects. "