Whichever intelligent hardware items, they failed to escape the "living room culture."
Author: Han Lu Source: magnesium-off network
The new crown because of pneumonia, following the New Year during the Spring Festival clouds, cloud after the holidays, but also to extend the holiday cloud office, school and other cloud models both industry once again become a hot moment. In order to achieve cloud office, cloud class, Ali nails, Zoom and other office platform into the cloud more and more people's attention, related stocks have been rising, while the tablet, computers, televisions, speakers, and other intelligent hardware has become a hero, Some of these products is the emergence of online buying phenomenon, even "sold out."
Why cloud office, cloud class to be successful? When its nature attributed to implement "all things Internet" is. Office under the cloud, the cloud model school, adults and children at home in order to have the living room as the center, build a suitable own work, learning spaces. Under the premise that all things Internet, through interaction with people of all kinds of intelligent hardware, we also see the wisdom of such a linkage between the hardware in the living room scene from the past, simple HMI (voice) interaction (chat) category, and more entry function is called up, so landing the concept of "smart home" a little closer.
Remote control, intelligent speakers, smart phones, smart interactive smart home screen ...... entrance several changes
Although the smart home is only in recent years that it has been a great deal of attention from vendors and consumers of capital, but the root, this concept was put forward as early as the mid-20th century. The concrete floor, the smart home "prototype" did not like now so the pursuit of "intelligent", but there is more emphasis on "control center", such as a few clicks on a flat wall mounting, make curtains, lighting , while the television is turned on, and so on. In addition to the mosaic screen on the wall, "control center" of the profile can also be a small remote control.
Development of 2014, with the Amazon Echo turned out, the smart home industry that already exist for a long time gradually began to receive worldwide attention. Compared to the current peak, the 2014 smart home industry quite a bit "small transparent" attitude.
It became apparent that, from 2014 to the present, as an important component of the interaction entrance intelligent home has been transformed multiple identities. The use of intelligent speaker Echo, Amazon in the field of intelligent home a hit, it is still occupying the first place in the list of the Challenge Cup, will be "smart home smart speaker is interactive portal" concept into the industry. Until now, the impact of this concept on the industry and manufacturers is still strong, including foreign Google, Apple, Samsung, as well as domestic BAT, millet, have already become the leader of this sub-ring.
It was also the smart home interactive entry is defined as "mobile phone + APP" period , especially before Baidu, Ali and millet officially launched the intelligent speakers boom. Unfortunately, although "mobile phone + APP" ring a support traditional manufacturers, but in view of the entry is not unified standards and other reasons, so that resulting in "a brand a APP" and other chaos , ultimately failed to get the better of intelligent speakers. Of these, play a key role in the link of "router" has also been seen as millet and other interactive smart home entrance, but in view of the function implemented without such prominence router, not the key, ultimately downhill.
In addition, with a smart rally speakers also TV "APP phone +" . Interestingly, the rivalry that time, although the "TV" in the ring but also millet platform for it, but until last year Huawei with "smart screen" admission, this ring really excited. Now, although the amount of sound wisdom screen smart speaker from a little distance, but with the entry of more manufacturers, the future certainly will have equal shares and intelligent speaker in contention "smart home interactive portal" in.
From 2014 to 2019, just five years, manufacturers of smart home interactive betting entrance had been excavated more.
1
The market is out there, smart home battle is heating up into the mid-term
January, CES 2020 exhibition has ended in Las Vegas, at the show site, Samsung and other manufacturers to demonstrate their latest achievements and products in the field of intelligent home. From these shows, consumers once again saw the irreversible trend of intelligent home life.
依据前瞻产业研究院发布的《中国智能家居设备行业市场前瞻与投资策略规划报告》，2018年中国智能家居市场已经接近4000亿元，预计这一数值到2020年底将增长至5819.3亿元。而在2014年，这一数值还是720亿元，6年时间增长逾7倍。
面对潜力如此诱人的市场，问谁能不动心？为此，三个厂商队列从不同的三个方向分别切入，意图挣得自己的一席之地，分别是以BAT、华为、小米为代表的互联网、硬件类公司，以海尔、美的、红星美凯龙、宜家等为代表的传统企业，以及以涂鸦智能、BroadLink为代表的智能家居解决方案提供商。
在具体的打法上，BAT、华为、小米这类公司多会打磨出智能音箱、智慧屏这类实体硬件，并以此为交互入口打入家居场景。而在背后，他们会基于平台链接各类或自研或第三方厂商提供的智能硬件产品，以及各个内容平台，从而打造一个以自研交互硬件为中心、不断向外扩散壮大的智能家居生态圈。
作为传统企业，海尔、美的、红星美凯龙、宜家这类企业在智能家居部署上有着自己的“天然优势”。以海尔、美的等传统家电制造商为例，他们的产品本就为家居环境等而存在。一方面，通过嵌入智能模块、接入智能平台，他们就能够让自己的产品具备智能属性，并进入第三方厂商的生态圈，从而打开自己的市场；另一方面，他们也可以在与云服务等基础设施提供商合作的前提下，自研交互硬件产品、构造链接平台，将自己的家电产品，以及其他品牌产品融入其中，打造以自己平台为中心的智能家居生态圈。
需要注意的是，虽然以上提到的两个队列中都是头部企业，但是两个擂台均是各自为营的情势。从最初的拼价格，到后面的拼创新、拼内容，以智能音箱、智慧屏为主力战火的第一个队列中，即使链接家居产品品牌、内容上均有重复，但是各家生态圈之间也竖立着一道道高墙。与第一个队列相似，第二个队列的传统厂商也多带着各自为王的想法，彼此之间的牵连或许只存在于第三方平台，此时他们的身份是一样的“平台合作商”。
相比于前两个队列，第三个队列部署智能家居的方式则简单得多。具体如何部署？这类玩家主要分三个业务方向：一是将自主研发的智能家居硬件产品通过各类平台直接出售给消费者，二是加入头部企业的生态圈，作为其中的一环而存在；三是基于智能家居整体解决方案赋能第三方厂商，同时扩大自身平台的覆盖范围。
依据中立咨询公司Ovum发布的《智能家居预测》，至2024年，全球安装了智能家居设备的家庭数量将增长60%，达到5.9亿，安装设备数量将达到77亿。以中国为例，截至2014年，中国家庭数量就已经达到4.3亿，两相对比，市场的成长空间还有很多，但是智能家居厂商之间已经摩擦出了许多火花，彼此厮杀的过程也是相当激烈，并一步步进阶。
2
流水的入口，铁打的客厅文化
前面也说到，论及智能家居市场的厮杀，最为激烈、最为人所道的还是各家厂商对于入口的竞争。而从另一个角度来出发，我们可以看到一个有趣的现象——流水的入口，铁打的客厅文化。
从入口的变迁史可以看到，人们对于“入口”的理解经历了数个阶段，也分别押注了多个硬件产品。究竟什么才是智能家居入口？对于这个问题，厂商们总是能够给出不同的答案，包括当前最多被提及的智能音箱、智慧屏，也有手机、路由器、机器人等等，未来或许还会有厂商继续挖掘出新的入口。我们也由此得知，这个问题的答案并不是唯一的，若将“入口”的职能赋予一个硬件产品，它的形态将会是多样的。
换个方向，当我们将这些被人们称为智能家居入口的硬件单品放入一个场景中，人们会发现，这些产品中的多数都被囊括在“客厅场景”中。
一套房子中，每个空间都有自己的责任，而这之中，客厅承担着社交、娱乐等职责。此前腾讯曾公布一个智能家居报告，其中有这样一个问题“如果只能选择一处智能化，你最希望是哪里？”数据显示“客厅”以40.84%的份额排在了第一位，这里是智能家居战场的核心地带，是智能家居生活的突破口和唯一入口。
在这个主战场中，各厂商或单独押注或分散押注自己属意的智能家居入口，现在的战略点已经不是一个入口各厂商之间的竞争，而是各入口之间的主次之争。以智能音箱和智慧屏为例，除了多有重合的家电控制功能之外，两者皆将影视听和社交作为突出亮点，在新的入口还没有被挖掘的前提下，谁能真正挑动用户心中那根敏感的神经，谁便能够成为“大入口”客厅场景下数个小入口之间的制高点。
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