OFweek Smart Home Network News If we still have a core gap with Silicon Valley, it is a Bezos distance. When our tech and capital communities were complacent about the sharing economy as a locust filled with people's living space, Apple finally unveiled its flagship product in the smart home at the WWDC 2017 Global Developer Conference: siri+ HomePod. Although it has lagged behind Amazon for a full two and a half years in hardware, it is not impossible to adopt Apple's appeal in the global consumer electronics field. The smart phone market has reached its peak, and the trend towards recession is irreversible. The mobile Internet has also entered the second half with the disappearance of terminal and demographic dividends. Amazon has been diligently working in the North American market for many years and verified smart home activation through smart speaker and voice interaction. The real posture of the user market. The father of Google, Apple and Android collectively cut into the smart speaker market, making the smart home field full of eruption. What are the representatives of domestic technology companies doing? Baidu first jumped out and said that he was an artificial intelligence company. In addition to their products, people couldn't experience the shadow of AI. Of course, Lu Qi's PPT must have been artificial intelligence. Ali and Amazon have a common foundation, but these years in the layout of the hardware unsatisfactory objectively blocked the pace of Ali AI landing. Tencent continues to score with share prices in the game and social bonuses, and AI also stays in the lab. Many pure hardware companies simply do not have the ability to shake AI. At this moment, I miss Jia Yueting a bit, although the music as the ecological model was eventually dreamed of suffocation, but Jia Yueting's investment in self-driving cars had to be said to be the most serious action of domestic Internet companies. The smart home entrance has reached the eve of the eruption Amazon's echo sales have exceeded 10 million units, which is the interaction and control center of smart homes. 10 million U.S. households cover approximately 35 million people and account for more than 10% of the 300 million U.S. population. The intelligent hardware controlled by echo involves dozens of categories such as home security systems, lights, door and window switches, power switches, and sockets, and nearly 30 intelligent hardware products. Amazon, the uninvited guest, took the lead in the smart home field. It is undoubtedly a great irony for Google and Apple who have been immersed in smart hardware for years. In particular, Google has launched Google Glass, robot dogs, AlphaGo programs and other popular products, has become a representative of the field of intelligent hardware. Smart homes determine the landscape of the technology industry in the next decade. For any giant, it is a strategic high ground that cannot be lost. As early as 2011, Google proposed the Android@Home smart home program. In 2014, it spent USD 3.2 billion to acquire smart hardware company Nest, preparing for the next big game in the smart home hardware. However, it did not anticipate a complete failure in integrating Nest, and was eventually assigned to the Google IoT department, missing important opportunities. period. Apple's previous offensive on the iPhone swept the world, earning a lot of pity, and did not spare more effort to make breakthrough innovations in smart homes. The launch of HomeKit is still deeply dependent on the touch operation of the mobile phone. Although more than 100 hardware products have been connected, siri is far from satisfactory in actual use. According to the Wall Street Journal's experience report, siri often did not understand the instructions. It was not enough to replace existing devices in the home with smart ones. Apple TV was also needed as a bridge between the device and the mobile phone. The combination of siri+HomePod is to make up for the generation difference with Amazon alexa+echo. Microsoft, which has already been forgotten by the technology community, naturally will not miss the opportunity to turn around with smart home. After Cortana has an operating foundation on Windows mobile phones and computer platforms, Microsoft has also recently cooperated with Harman Kardon to build a foundation. Cortana's smart speaker products may be officially introduced to the market in the first half of the year. The capacity of the smart home hardware market led by Amazon's existing coverage has reached 300 million. As the Amazon ecosystem extends to the home of the bridgehead, the popularization of the Alexa system is naturally the highlight of Amazon. In addition to building a product line with three different levels of echo, tap, and dot to expand into different consumer groups, Amazon is likely to launch free smart hardware discounts for members in the future, covering more than 50% of the U.S. population within five years. In North America, a 2 billion or so Alexa ecological smart home terminal incremental market is formed. Simultaneously, the smart home terminal market based on voice interaction in China will inevitably be hauled by the North American market. In particular, the production chain of global smart home hardware is mainly concentrated in the Guangdong, Hong Kong, and Macau Dawan District. Taking the development speed of shared bicycles in China as an example, once the universal demand is clear, the speed of adoption of smart homes in China will surely surpass that of the US market. In the next five years, the number of smart homes in China will be three times that of the North American market. Smart home hardware market. The Anxiety Disorder Behind Collective Aphasia in Chinese Enterprises The national “anxiety disorder†triggered by the profound development of the mobile internet has not been spared in the corporate world. Bigger, faster profitable, and able to use capital to solve no waste of time grinding products. Our tolerance period for the strategy is getting shorter and shorter, and the flow, data, and market size have become all indicators for assessing corporate behavior. As the company with the largest market value in Asia, Ali built a mobile phone ecosystem based on the operating system, invested in the smart TV industry, directly invested in mobile phone companies Meizu and hammer, but also tried to deploy smart home have no substantial results. The repetition of social strategies is a concrete manifestation of the absence of anxiety. This is true of Alishan, not to mention other companies. For the exploration in the field of science and technology, domestic technology companies must use PPT to take the lead in preempting the concept, and they can't constantly invest in the risk of operating a strategic strategy. When other business partners and their peers have actions, they can double their investment to follow up. The organs count as well, and the cost is less, and the risk is less. Silicon Valley technology companies seem to be much simpler. The direction of increasing value-added is the same. Processes use products to speak. Back to the smart home, the difficulty in this field lies in the decentralized industrial chain, which involves a wide range of product categories. The camp between software companies and hardware companies is very different. Every big player wants to become the controller of the smart home ecology, and hastily integrated with Patchwork does not give the user an interactive and particularly friendly integration experience. Conversely, there are numerous concepts and divisions. The decentralized product line leaves users at a loss. On the basis of not having sufficient experience, the cost of hardware migration is too high, which further affects the decision of ordinary users. Compared with foreign giants, there are a large number of domestic manufacturers who have played the concept of smart homes, and the only one that is closer to the product is the smart smart speakers jointly launched by HKUST and JD. HKUST’s multi-year integration of Chinese voice interaction and JD’s smart hardware ecology has created the “entrance of intelligent interactive experienceâ€. However, it seems that the R&D team of more than 100 people from the Beijing-based Linglong Technology Co., Ltd. established by the two parties is still difficult. Support the dream of Chinese version of echo. The requirements of intelligent homes for voice intelligent interactive technologies, cloud services, integration of life scene services, and the combination of software and hardware requirements are destined to be a game between terminal giants and ecologically open giants. In the huge space of the next globalization smart hardware market upgrade, the collective lack of BAT is indeed regrettable. Chinese technology giants have become overly ambitious after puberty and lack the feeling of continuing to change the world. Of course, we don't need the sentiments for trafficking. If we still have a core gap with Silicon Valley, it is a Bezos distance. The Anxiety Disorder Behind Collective Aphasia in Chinese Enterprises The national “anxiety disorder†triggered by the profound development of the mobile internet has not been spared in the corporate world. Bigger, faster profitable, and able to use capital to solve no waste of time grinding products. Our tolerance period for the strategy is getting shorter and shorter, and the flow, data, and market size have become all indicators for assessing corporate behavior. As the company with the largest market value in Asia, Ali built a mobile phone ecosystem based on the operating system, invested in the smart TV industry, directly invested in mobile phone companies Meizu and hammer, but also tried to deploy smart home have no substantial results. The repetition of social strategies is a concrete manifestation of the absence of anxiety. This is true of Alishan, not to mention other companies. For the exploration in the field of science and technology, domestic technology companies must use PPT to take the lead in preempting the concept, and they can't constantly invest in the risk of operating a strategic strategy. When other business partners and their peers have actions, they can double their investment to follow up. The organs count as well, and the cost is less, and the risk is less. Silicon Valley technology companies seem to be much simpler. The direction of increasing value-added is the same. Processes use products to speak. Back to the smart home, the difficulty in this field lies in the decentralized industrial chain, which involves a wide range of product categories. The camp between software companies and hardware companies is very different. Every big player wants to become the controller of the smart home ecology, and hastily integrated with Patchwork does not give the user an interactive and particularly friendly integration experience. Conversely, there are numerous concepts and divisions. The decentralized product line leaves users at a loss. On the basis of not having sufficient experience, the cost of hardware migration is too high, which further affects the decision of ordinary users. Compared with foreign giants, there are a large number of domestic manufacturers who have played the concept of smart homes, and the only one that is closer to the product is the smart smart speakers jointly launched by HKUST and JD. HKUST’s multi-year integration of Chinese voice interaction and JD’s smart hardware ecology has created the “entrance of intelligent interactive experienceâ€. However, it seems that the R&D team of more than 100 people from the Beijing-based Linglong Technology Co., Ltd. established by the two parties is still difficult. Support the dream of Chinese version of echo. The requirements of intelligent homes for voice intelligent interactive technologies, cloud services, integration of life scene services, and the combination of software and hardware requirements are destined to be a game between terminal giants and ecologically open giants. In the huge space of the next globalization smart hardware market upgrade, the collective lack of BAT is indeed regrettable. Chinese technology giants have become overly ambitious after puberty and lack the feeling of continuing to change the world. Of course, we don't need the sentiments for trafficking. If we still have a core gap with Silicon Valley, it is a Bezos distance.