What is the profitability of the smart home industry of green rice Lianchuang, Rongshi, Graffiti and so on

Original title: 2019 China's smart home industry market analysis: the giants of various industries have cross-border layout, 5G will detonate the smart home

Smart home in various fields of interoperability and intercommunication is obvious, and the giants of various industries have cross-border layout

Coinciding with the eve of the coming of the 5G era, this year's AWE is particularly attention-grabbing. In this AWE, the smart home upstream and downstream home appliances, real estate, OTT, upstream panel industry chain and other fields of interoperability is more obvious. 5G, AI, IOT gradually promote the process of intelligent family. More and more companies are starting to get involved in the field of smart home.

Haier, TCL, Huawei, Konka and other home appliance manufacturers and technology giants have also been laid out in advance, they are all in their respective booths to launch sets of products, the formation of a smart home complete set of systems, and the integration of AI technology, and at the same time, they are cross-border joint *** with the layout of the smart home, but it seems that they are all waiting for a better time - - 5G era is really coming. -The real advent of the 5G era.

AI×IoT has become a new wind mouth, enterprises have to integrate to break the "pseudo-technology"

Currently, the reconstruction of product attributes, the expansion of product categories, the integration of sets of systems, has increasingly appeared in the traditional manufacturing giants. At AWE2019, in addition to brands playing a combination of punches, the set of home appliances has also become more mature, and the giants are perfecting their intelligent system architecture, platform and ecology.

"Setsization, is a way for companies to add high value-added." Li Huagang, vice president of Haier Group, said more than four layers of Haier's sales in the Chinese market come from sales of more than two complete sets of home appliances.

Smart home industry report shows that from the aspect of product form, smart home has experienced the development path from single product intelligence, mutual integration between single products to intelligent system integration.

According to Foresight Industry Research Institute released China Smart Home Equipment Industry Market Outlook and Investment Strategy Planning Report, statistics show that the global smart home market size was $35.7 billion in 2017, and the compound annual growth rate (CAGR) CAGR for the period 2018-2023 is 26.9%, and is expected to reach $150.6 billion by 2023. Among them, the United States, Europe, and China will become the top three markets for smart home, with a market growth rate far exceeding the international average standard. Smart home product classification covers lighting, security, heating, air conditioning, entertainment, medical care, kitchen appliances and so on.

In the Chinese market, in 2016, China's smart home market size has reached 260.85 billion yuan, as of 2017 China's smart home market size grew to exceed 300 billion yuan, the preliminary estimate of 2018 China's smart home market size will be close to about 400 billion yuan. It is expected that the smart home market will maintain a compound annual growth rate of 21.4% in the next three years, and predicts that the size of China's smart home market will reach 581.93 billion yuan by 2020, a year-on-year growth of 20.8%.

Global smart home market size by country TOP5 statistics in 2018

Data source: organized by Prospective Industry Research Institute

Chinese smart home market size statistics and growth forecast 2016-2020

Data source: organized by Prospective Industry Research Institute

At this year's AWE, numerous manufacturers put forward the concept of "whole-house Internet appliances, AI full scene" and established the AI × IoT strategy. Around the new wind mouth of AI×IoT, the giants accelerate the integration and layout.

TCL has just established the TCL Intelligent Terminal Business Group, established an intelligent terminal system architecture based on AI×IoT, and will take this as the next playing field. According to the plan, future products will range from whole-house appliances to personal eco-products to pan-smart devices, as well as carry over to smart solutions.

Konka announced that in 2019, the company's entire line of products AI, will come standard with self-developed panoramic AI technology. Konka Group Joint Vice President Chang Dong even said that Konka is to use panoramic AI technology to change the industry's current situation of "technology stacking and packaging high-tech concepts".

He revealed, "In 2019, Konka will focus on AI, 5G, 8K and other multi-dimensional vertical layout, to create a TV as the core of the

Home IOT control, and has already completed the construction of the 5G Joint Laboratory, Artificial Intelligence Laboratory and so on."

At the same time, a group of Internet companies have also made a deep layout to the smart home, smart home, most of them gave up fighting alone, and chose to share the spoils with home appliance giants hand in hand.

5G early detonation of the smart home giant cross-border joint platform

And 5G commercial landing of the approaching, so that the smart home based on AI + IoT technology has become the place where many manufacturers must fight.

Huawei, Xiaomi, ZTE, Lenovo and other major technology companies have also launched a series of terminal products or chips to support the 5G network at the same time, they have to extend to the field of smart home, smart home.

Huawei, however, responded to the long-rumored "do TV" at AWE2019, and its consumer business CEO Richard Yu said it will not do TV, will not compete with traditional home appliance companies, and will not be a predator. However, he revealed: "Huawei will do in the future to have a TV function of the big screen device, and with partners *** with the completion."

In the field of smart home, Huawei, millet and other cell phone manufacturers more open, cooperative posture, and home appliance manufacturers hand in hand. This time, Huawei smart home ecological strategy comprehensive upgrade, and announced with Suning, actually home and other enterprises to establish an alliance, its ambition in the field of smart home can be seen; millet has also long been with TCL, the United States, Changhong to establish cooperation, **** seek smart home.

And the upcoming 5G era, but also the scale of the smart home industry detonated in advance, which allows the alliance posture hibernation for a long time the giants surge up.

Auwei cloud analysts believe that: "in the traditional era of home appliances or consumer electronics are basically isolated, although some manufacturers in the 4G era is also doing whole-house smart home appliance attempts, but constrained by the conditions of network speed and other constraints, the smart home is mostly just a concept. And once 5G is applied on a large scale, it will strengthen the data association of products, and the obstacles to connecting isolated products will be greatly reduced."

Industrial economic observer Liang Zhenpeng said, "In 2019, the Home Expo in the smart home appeared to be a new trend: AI, 5G application is more extensive, AI full scene, complete sets of smart home products continue to iterate. The upcoming 5G era will allow the network uplink rate to be unprecedentedly improved, combined with the support and boost of AI technology, bringing a more efficient information transmission channel for the IoT of the Internet of everything, as well as a richer application scene, which also allows companies to see a huge scale of the prospect of the alliance at all costs to share the spoils."