Smart home is not only smart furniture
Xiaomi announced a global strategic cooperation with Ikea at the 2018 loT Developer Conference, and Ikea's full range of smart lighting products will be connected to the Xiaomi IoT platform, forming a "AI+loT" development strategy. This means that the giants are cooperating with each other to further plumb the Chinese smart home market and create a smart home for the smart era.
Smart home is a system that integrates multiple technologies and products and can realize multi-functionality with the family living scene as the carrier. Smart home system through the centralized management of equipment, so that the family to achieve a safer, more energy-efficient, more convenient, while meeting the showy demand of some consumers.
Smart home is not equal to a single home product such as smart home appliances or smart furniture, but an intelligent control platform based on the Internet of Things (IoT) technology that links various types of devices in the home environment together. In the whole system, hardware products that is, all kinds of home products in the user side to build life scenes, forming the application layer of the smart home, connecting end users, providing physical properties. Software products form the platform layer, transmission layer and perception layer, through big data cloud computing, Internet of Things communication, artificial intelligence and automatic control technology and other core technologies, the formation of end products control.
Analysis of the structure of the smart home system
Source: compiled by the Prospective Industry Research Institute
Three major levels of analysis of the smart home system
The smart home system can be divided into three levels of single-product intelligence, linkage intelligence between single-products, and system intelligence in terms of the form of the products:
The first stage of single-product intelligence refers to the single The first stage of single product intelligence refers to a single intelligent product function that meets the demand for intelligent interaction from the single product level, such as the remote intelligent operation of TV, air conditioning, etc. through APP.
The second stage of linkage between single products involves the data interoperability of products of different categories and brands to carry out functional fusion interactions, but this step cannot be carried out spontaneously, and needs to be interfered with through human behavior, for example, reading the data of smart scales through a bracelet.
The third stage of system intelligence to achieve a smart home, is the result of cross-product data interoperability after a further step, not only between different products can be data interoperability, but also can be transformed into an active behavior, to achieve artificial intelligence learning, such as smart beds to perceive the user sweating, air conditioning to receive the data conduction automatically start. The real smart home should meet the 3 major characteristics of things connected, automation, and learnable.
Smart home system product level analysis situation
Source: Prospective Industry Research Institute
Smart speaker will become the new entrance of smart home
With the increase of smartphone functions and the increase of global smartphone users, smartphones have become the main entrance to the mobile Internet, and at the same time have become the main smart home control platform at present. But with the development of technology and smart home products level, in the second phase of the smart home - interconnected intelligence, through the Internet of Things technology between home products gradually composed of a system, the smartphone is no longer suitable as the main entrance and control platform, in this case, the rapid development of smart speakers to fill this void.
According to Strategy
Analytics, global smart speaker shipments reached 38.5 million units in the fourth quarter of 2018, exceeding the total number of shipments for the whole year of 2017, and shipments for the whole year of 2018 reached 86.2 million units. And China shipped a whopping 8.6 million smart speakers in the fourth quarter, accounting for 40% of China's total annual shipments and 22% of global shipments in the quarter. Among them, Alibaba led the market with 2.8 million units shipped, accounting for 32.6% of China's shipments in the quarter. Xiaomi and Baidu smart speaker products shipped reached 2.2 million units and 1.8 million units, respectively, and Baidu surpassed Xiaomi to become the second largest smart speaker shipper in the fourth quarter of 2018 in China.
Smart speaker shipment statistics of major global manufacturers in Q4 2018
Data source: compiled by the Prospective Industry Research Institute
Smart speakers, with their small size and lightweight, relatively fixed position placement, can reside in the living room, the kitchen, the bedroom and other scenarios, compared to the Bluetooth speaker and the WIFI speaker, which not only can be used as part of the smart home. It can not only be a part of the smart home ecosystem, but also act as a home control center through the built-in voice assistant, realizing the control of lighting, TV, curtains and other home products, and providing services such as reminders, socializing, entertainment, and life services such as shopping, takeout, travel, and bill payment.
Smart speaker, Bluetooth, WIFI speaker difference analysis situation
Source: Prospective Industry Research Institute collation
5G era, China's smart home shipments will rapidly increase
5G era, according to the national plan in 2020, 5G will be formally entered into the commercial stage. 5G technology, the development of the Internet of Things helps to Connecting more devices of all kinds, for the smart home that requires different devices to be interconnected, making access to more home devices possible will undoubtedly have a profound impact on the entire smart home industry.In 2018, a variety of smart home products in China are competing for the emergence of intelligent light bulbs, smart sockets, smart speakers, etc., and the development of the rapid development. According to IDC forecasts, China's smart home device shipments reached 150 million units in 2018, and will still maintain a rapid growth trend of more than 10% in the next few years, reaching about 300 million units by 2022.
China Smart Home Device Shipment Statistics and Growth Forecast 2018-2022
Data source: compiled by Prospect Industry Research Institute
More data and analysis are from the Prospect Industry Research Institute released the China Smart Home Device Industry Market Outlook and Investment Strategic Planning Report"