Text | Song Wanxin
Artificial intelligence technology has evolved for many years, and the landing scenes have also been enriched, and in the family scene, more and more young people favor "intelligent life". Smart home is not a new topic, but the "one-stop whole house intelligence" that better solves the pain points of users is the city that many brands are still trying to win.
Guojin Securities pointed out that the traditional home appliances represented by "air ice washing" have been popularized, but with the improvement of quality of life requirements and technological progress, there is still a chance to give birth to the "new just need" category with high penetration rate ceiling in new home appliances, which is a structural opportunity for the home appliance industry. Guojin Securities has long been optimistic about the single product intelligence to the whole house intelligence.
According to the calculation of the Ifing Communications team, the total incremental market size of China's Internet of Things market will grow from 2.8 trillion yuan in 2020 to 7.9 trillion yuan in 2030, with a compound annual growth rate of 11% during the period; smart home is an important terminal consumer application of the Internet of Things, and the market size is expected to exceed 3 trillion yuan in 2025.
After the full development of single point intelligence such as smart speakers and sweeping robots, intelligent home with system-level scene linkage is the final form.
01. One-stop "Family Bucket"
In response to the change of consumer demands, Huawei, Midea, Yunmi and other manufacturers have started from their own strengths to seize the market heights.
On March 17, The 2022 Spring Strategic New Product Launch Conference of Yunmi Technology was held online. At the press conference, Chen Xiaoping, founder and CEO of Yunmi Technology, released a new upgrade "one-stop whole house intelligent" solution "1=N44", launching a high-end whole house intelligent set for sale of 300,000 yuan and exclusive to 100 million yuan villas. He pointed out at the meeting that the brand positioning of Yunmi Technology Tide brand will be more high-end.
"1=N44" is a new solution proposed by Yunmi Technology this year.
According to Yunmi, 1 of "1=N44" represents "'one-stop whole house intelligence' solution", that is, home is a whole; N refers to a total of more than 60 kinds of intelligent "family barrel" product lineup, which integrates two major product departments of smart home appliances and smart home, including air conditioners, refrigerators, washing machines, smoke stoves, water purifiers, sweepers, smart switches, routers, etc.; 44 refers to the cloud Whole House intelligent solution HomeMap has 4 major capabilities: sensorless networking, active intelligence, spatial perception, natural interaction, As well as Four kinds of services provided by Yunmi for users, including program design, continuous upgrading of OTA intelligent experience, Plus membership, and value-added services.
From the product side, Yun mi will focus on the high-end market this time. The new high-end all-scenario AI products released include Space Pro Yunmi AI global wind air conditioner, Royal Pro coKiing high-end AI dual-screen refrigerator, Boss Yunmi AI large-screen refrigerator, etc., which basically cover major large-scale home appliances.
For household users with different annual incomes, Yunmi has launched a smart set solution with a total price of 300,000 yuan, 200,000 yuan and 60,000-80,000 yuan, including 125, 86 and 56 smart products respectively, corresponding to 8 bedrooms and 3 hall villas, 5 bedrooms and 2 halls of luxury houses and 3 bedrooms and 2 halls of bungalows.
According to the data, at present, Yunmi has achieved cumulative product sales of more than 50 million pieces, and more than 2 million families choose to buy complete sets of Yunmi intelligent products, of which 80s and 90s account for up to 70%, and high-end users also account for more than 70%.
Chen Xiaoping, founder and CEO of Yunmi Technology, said that the logic of Yunmi is to buy sets, and the difference with other brands is that, on the one hand, Yunmi builds the intelligence of all products and all scenarios, followed by the deep customization of AI intelligent experience.
The so-called "whole house smart" solution has nothing more than two necessary conditions, one is the need for enough smart home appliances, and the other is that these home appliances can be integrated into the smart home ecology.
What the market lacks at present is the second point, which is also the key technology that many manufacturers are laying out.
In order to solve the management and application of whole-house smart products, Yunmi launched HomeMap. Through it, users can view, control, and manage whole-house devices and various intelligent scenarios.
"Unlike other platforms, we only do local intelligence such as modules or smart lights, what we do is a complete solution, 1=N44." One-stop whole house intelligence, this experience can provide the most complete whole house intelligent solution from products, solutions, software and hardware services, etc. Chen Xiaoping said.
Taking the sweeping robot as an example, according to Chen Xiaoping, compared with other products on the market, Yunmi's sweeping robot can help users build a 3D HomeMap at home while running around at home, automatically generating a "family metaspace".
The day before the Yunmi conference, Huawei also held a whole house intelligent product conference, on the basis of the "1+2+N whole house intelligent solution" proposed by Yu Chengdong last year, it carried out a strategic upgrade; in addition, Haier, Baidu, Xiaomi and other enterprises with C-end genes have also concentrated on throwing out their own whole house intelligent solutions.
Chen Xiaoping said that Yunmi is a cross-category product integration, cross-product hardware integration innovation, based on more sensorless networking, active intelligence, spatial perception, intelligent interaction, etc., these capabilities are based on Yunmi's complete innovation of the product portfolio, the effect achieved.
"In the end, our hope is that there are three clouds in the world, that is, the three leaders of the whole house intelligence in the future, and we hope that one of them is cloud rice, which is our very simple idea."
HomeMap differs from other whole-house intelligent management systems in that Yun mi has introduced millimeter-wave radar technology to it.
Chen Xiaoping said that the use of visual solutions at home will have privacy problems, such as various cameras, Yun mi with car specification-level millimeter wave radar to avoid privacy problems, while the accuracy of its perception is much stronger than our current visual perception ability. In addition, Chen Xiaoping advocates decentralization and de-APP, that is, the home scene does not need an "entrance", when each device is an entrance, each device can become a node of the whole house interconnection.
According to reports, Yun mi uses vehicle-level millimeter wave 60GHz to perceive the presence status, action, movement trajectory, jump, breathing, etc. of family members, and monitors the living state and motion trajectory in the space through milliwave reflection recognition, and the system will control lighting and air conditioning equipment according to whether there is anyone in the room.
Technological leadership is also reflected in more products.
For example, Space Pro Yunmi AI global air conditioning (fresh air version) is equipped with AI fresh oxygen fresh air system, the turbine fan continues to introduce fresh air from the outdoor, after 12 levels of HEPA filter purification, by the guide into the evaporation dish, and finally through the global patent road, deep purification of outdoor air, release new.
Royal Pro coKiing high-end AI twin-barrel washing machine is a collection of two major AI intelligent washing black technology - AI intelligent washing and AI double-barrel intelligent delivery.
AI smart eye washing can achieve intelligent laundry precise adjustment: the cylinder has a built-in microspectral stain sensor, which can intelligently perceive the degree of dirtiness of the washing, intelligently adjust the washing time and program with AI algorithms, and with the AI intelligent two-color LED rinsing light strip equipped externally with Royal Pro from red to blue, the entire washing situation has also become visualized. AI double-barrel intelligent delivery, it can intelligently deliver detergent, accurate to 1 ml, the second delivery "endurance" of up to 30 days.
Chen Xiaoping said that Yunmi's "1=N44" provides the most complete AI product lineup in the world, and through the way of software-defined hardware, each product is deeply customized with AI.
02. Smart home card slot battle
As early as 2020, baidu, Huawei, Haier and other enterprises entered the "whole house intelligence", Yunmi was the first to put forward the strategic direction of "whole house intelligence" when it was listed in 2018. Under the leadership of the first goose, many players have entered the game, and the smart home fierce battle is in full swing.
From the perspective of the industry pattern, Huawei, Baidu, Haier and Yunmi are the leaders of communications, Internet, traditional home appliances and smart home tracks.
Yun Mi, which was born from Xiaomi, has an earlier first-mover advantage, and the home market experience accumulated from the water purifier has also quickly pushed other categories into the fast lane. According to the financial report data, in 2019, the growth rate of Yunmi smart kitchen products and other smart products (including sweeping robots, washing machines, etc.) reached 78% and 195% respectively, and the revenue of the two businesses began to exceed that of smart water purifiers.
Most importantly, among many players, Yunmi attaches the most importance to developing its own products, rather than improving the product matrix through cooperation. Chen Xiaoping said that Yun mi is not a system, but in the use of products to complete the construction of the whole house intelligent solution, Yun Mi intelligent family bucket, in fact, is a product-based whole house intelligent overall solution.
Huawei, which started later, chose the opposite route, which is compatible with the Hongmeng system and accesses various manufacturers, thus connecting the "circle of friends" of smart homes. In November 2020, the first batch of Hongmeng ecological products were released, including more than ten Hongmeng ecological smart home devices such as Midea and Jiuyang. In December last year, Huawei announced that the shipment of Hongmeng Zhilian certified equipment exceeded 100 million units, and the number of new partners exceeded 1,900.
Haier Zhijia "Three-winged Bird" starts from the more front-facing decoration and transformation to provide full-process services. For consumers, this means that in addition to the overall customization of the whole house intelligence on the basis of the rough house, it is also possible to carry out partial and overall intelligent transformation of the old house.
Baidu is the first player in the Internet factory to enter the whole house intelligence, and Huawei based on the Hongmeng system to promote the whole house intelligence, Baidu is a smart speaker to seize the "center" of the whole house intelligence highland.
According to the Internet's playing method, "traffic + ecology" is also applied to the whole house intelligent scene, but now it seems that except for a few smart products that have been sold well under this method, Baidu's influence on the whole house intelligence has been gradually marginalized.
It can be seen that "one-stop" is becoming the consensus of the entire whole house intelligent industry. However, all the players involved are still actively in the process of trial and error, balancing technological progress with user needs.
According to the joint survey data of AVC and Tencent Home Appliances, the current level of user interest in smart homes is as high as 95.2%, but 87.5% of users are very dissatisfied with the status quo of smart homes. This part of the difference is where the future market lies.
In the current climbing period of smart home intelligence, manufacturers such as Yunmi can win market share with home appliances with more IoT interconnection functions.
In Chen Xiaoping's conception, Yun mi does the logic of the whole house intelligence, more Apple logic and Tesla logic.
"Tesla does autopilot, battery BMS also does, smart cockpit also does, why? Because only in this way is the user experience is the most complete. We all know that Apple's chip is very strong, but Apple does not emphasize the chip, because it is integrated, it starts from the underlying protocol, opens up the underlying connection, the underlying interaction. Apple is our real teacher of the IoT. ”
Chen Xiaoping expects that in the next one to two years, the proportion of users purchasing smart home products (including individual smart products) will increase from 5%-8% to 15%. At that time, the market will usher in an outbreak.