Intelligent hardware: the dispute between "route" and "ism"

Intelligent hardware: the dispute between "route" and "ism"

At the 2015 CES (International Consumer Electronics Show), smart technology and intelligent hardware are undoubtedly a major attraction. Lenovo Vibe Band VB10, Sony SWR30 and other smart bracelets, Withings Activité Pop, Alcatel and other smart watches, Sony Smart Eye Glass, Toshiba glasses, Lenovo new Glass and other smart glasses, are smart technology and smart hardware display.

This wave of smart hardware, represented by Google Glass, FitBit, and Handcuffs, is far from the peak in the industry, but “the waves of the Yangtze River and the waves of the new technology”. Look at a number of crowdfunding platforms at home and abroad, smart indoor wooden door locks, smart bracelets with touch screens, etc., no shortage of new products, no shortage of new capital.

“Is there really such a demand in the smart hardware industry?” “Is the smart hardware industry suitable for entrepreneurship?” “Is the smart hardware an Internet giant or a traditional hardware manufacturer doing?” “Is this industry a design leader or a technology leader?” This is Shanghai The university industrial design graduate Xiaoyan was in doubt when he was looking for a job. In the end, he chose to go south to Shenzhen to pursue his own entrepreneurial dream. His doubts, even in the eyes of the industry, have no clear answer. The intelligent hardware industry is full of passion and full of uncertainty, including many "routes" and even "ism" disputes.

Big market and "small world"

Since the development of intelligent hardware, its concept extension has been amplified too much. The news report describes this concept: following the technology concept of smart phones, the traditional equipment is transformed through software and hardware combination, so that it has intelligent functions. The object of modification may be electronic devices, such as watches, televisions, and other appliances, or there may be no electronic devices, such as door locks, teacups, cars, and even houses. Its products can include wearable devices, smart TVs, smart homes, smart cars, medical health, smart toys, robots and more.

This year's CES show believes that this year's exhibition will continue to be dominated by smart hardware and smart home. On smart homes, Samsung, Lenovo smart home platform, home sensors, Huawei intelligent routing, etc.; wearable devices include Lenovo, Sony smart glasses, Intel (smart watches, smart earbuds, Bluetooth smart headphones), LG bracelet, ZTE watches, etc.; in the field of smart cars, there are new technologies and new products such as Mercedes-Benz self-driving cars, Qualcomm/NV car chips, mass gesture control car systems, and ZTE Micro-investment. And this is actually only a small part of many smart hardware products.

Under the big concept, there is a big market. According to analysts at Credit Suisse Group, the global smart hardware market is expected to reach US$30 billion to US$50 billion in the next two to three years. At the same time, according to market research firm Juniper Research, the global market for wearable devices alone will reach more than $1.5 billion in 2014 and $19 billion by 2018.

Such market prospects are what industry entrepreneurs like Xiaoyan want to see, but there are still uncertainties in the market under the big concept, many of which come from uncertainties about market demand expectations. Qian Zhongwang, CEO of Qianjia.com, said that the failure rate of smart hardware startup is extremely high. “From the product perspective, it is as high as 95%, and from the company perspective, it is at least 85%.” The reason behind this is partly attributed to whether the market has real needs. According to the Analysys think tank report, 60% of respondents did not use smart wearable devices while optimistic about the smart wearable device market. Whether smart hardware is a big market or a "small world" remains doubtful.

Giants fight and thousands of boats compete

The development prospects of intelligent hardware have attracted the layout of all parties. According to the data, in 2014, the industry giants, from Internet giants to hardware manufacturers, were more "out of the box" in the smart hardware industry. Among them, Google bought the smart home equipment company Nest for $3.2 billion, and Facebook acquired the virtual reality equipment vendor Oculus VR for $2 billion. In addition, Amazon launched Smart Sound Echo and Apple's Watch.

Among the major “martials” that have formed in the industry in China, BAT (Baidu, Alibaba, Tencent) and Xiaomi, 360 and so on have become more frequent in their market position. By combing the public information, it can be found that Baidu has an early layout of intelligent hardware. In June 2013, Baidu and 咕咚 jointly launched the “咕咚手环”. In August, it released the inWatch smart watch jointly with Yingqu Technology; in September, it released the small WiFi. , small routing and small TV. In 2014, Baidu released iQiyi TV and HD cloud camera small degree i, and released chopsticks search, BaiduEye and other hardware products at Baidu World Congress. Ali layout is mostly around the family scene, Tmall Box (set top box), Tmall magic disk (portable WiFi), Tmall magic tube (smart router), etc., and with SAIC Group (600104, shares it) to create Internet cars, Ali is wanting The car is intelligent, and in the field of intelligent hardware, Ali is carrying out the layout of "staking the horse". Despite a little cautiousness, Tencent released its smart hardware products such as the Lubao Box and “All People WiFi” in 2014. In addition, 360 has established the intelligent hardware business unit, 360 portable WiFi, 360 smart keys, 360 secure routing, 360 anti-lost guards, 360 security bracelets are its core products. Xiaomi is also gaining momentum in the field of intelligent hardware. It has launched smart TVs, smart TV boxes, smart routers, meters of WiFi, meters and other products.

However, the above-mentioned industry giants are not "all players" in the field of intelligent hardware. Intelligent hardware technology innovation and product upgrades also come from important grassroots forces. Recently, the name of Shenzhen “Deep Valley” was put forward. This is similar to the name of Silicon Valley in the United States. It is actually a group of entrepreneurs in the field of intelligent hardware gathered in Shenzhen. After graduating from Xiaoyan, he started to start a business with like-minded friends in Shenzhen. Three or four people, brainstorming, drawing product drawings, purchasing product parts, making mold manufacturing samples, adjusting designs, etc., are only going to pursue their own creative dreams.

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