BAT is actively entering the market, and intelligent hardware is “going to mobile phone” to accelerate

Compared with the killing of the O2O market, the BAT Big Three's layout on smart hardware is “low-key and luxurious”. The low-key is that it does not attract the attention of high-frequency vertical fields like movies and take-outs. Luxury means that the technological content and imagination of the future smart life it represents are huge.

Due to differences in their respective genes, BAT has different development ideas in the field of Internet of Things ("ITT"), and opposite these Internet companies are traditional hardware manufacturers such as Haier and Midea, which are undergoing "intelligent transformation". The trend of convergence between the two types of enterprises has become more apparent.

A more obvious trend in the Internet of Things is to go mobile. In this context, the concept of entry for smart hardware is becoming increasingly blurred, and a networked hardware is itself an entry, rather than relying on an app on the phone for manipulation. Chen Lijuan, general manager of Alibaba's Smart Life Division (Ali's internal nickname "Shallow Snow") said in an interview with the "First Financial Daily" reporter yesterday that the interconnection between various hardware devices is an important direction of IOT. China is here. It is possible for the field to achieve overtaking in corners.

IOT has a clear trend in mobile phone

On August 25th, Philips and Ali Smart launched a wireless smart speaker called “Xiaofei”. After connecting via Wi-Fi, it can complete music search and playback according to the user's voice command, and listen to it according to the user's long-term listening. Used to intelligently push content.

Each hardware device is an entry point for smart life, and it does not need to be manipulated through the “mediation” of the mobile app. This is a trend in the development of smart home. In the future, the concept of IoT portals will become increasingly blurred and diverse. Like Alibaba's recent joint venture between Softbank and Foxconn, the robot project Pepper was planned to be linked to Ali's smart home, making the robot a big butler for all smart devices.

Du Haitao, senior product expert of Alibaba's Smart Life Division, told the "First Financial Daily" reporter that the next trend of smart home is that each hardware device is interconnected via Wi-Fi or Bluetooth instead of relying on mobile phones. This relay station, the scene trend of the Internet of Things will become more and more obvious. For example, the smart door lock can judge whether the owner is at home. After arriving home, a series of electrical appliances such as air conditioners and water heaters are sequentially opened according to the usage habits.

"First Financial Daily" reporter learned from a smart home industry insider that this process faces a problem of non-uniformity. The intelligent hardware built on Tencent platform may not be used on Ali's platform.

However, the process of standard unification is advancing. The reporter was informed that the Internet company headed by BAT is currently working with traditional home appliance manufacturers to participate in the unified plan for the IOT connection standard proposed by the Ministry of Industry and Information Technology. This plan will be introduced at the end of this year.

Intelligent hardware

Traditional hardware vendors compete with BAT

Since last year, the layout of the BAT Big Three on smart hardware has been significantly accelerated. Baidu has launched the “BaiduInside” program for innovative intelligent hardware. Tencent has launched a smart open plan based on the QQ IoT platform and WeChat platform, while Ali is this year. It has integrated its intelligent cloud, Taobao crowdfunding, Tmall's home appliance business, and established Ali Smart Life Division. Beyond BAT, Internet companies such as Jingdong, Xiaomi, and 360 are also involved in smart hardware.

After one year, BAT shows different development paths in the field of intelligent hardware due to differences in their respective genes. For example, Tencent is more in the use of its WeChat and QQ import advantages, investing heavily in equipment connections; Baidu is more prominent in its artificial intelligence development plan, or from research and development or cooperation with third-party hardware manufacturers to launch like A small series of three passengers, small routing, unmanned bicycles and other products; and Ali's idea is not to hunt for hardware, providing a package of resources for hardware manufacturers and entrepreneurial teams, from the initial focus on the family living room to the car In the fields of health, security and other fields, we have cooperated with more than 100 companies including Hisense, Kelon and Galanz.

In the face of this big cake, traditional home appliance manufacturers are also fighting speed with BAT. On August 12, Haier has just signed a strategic cooperation agreement with Huawei to integrate intelligent routing and modules, mobile intelligent terminals and home appliances, cloud platform docking and data sharing, communication interconnection standards and protocols, channels and marketing, brand building, etc. Forming a full-scale cooperative relationship, Huawei's communication advantages and Haier's hardware advantages will join forces in the smart home industry.

However, the huge IOT market is becoming more and more difficult to rely on a single enterprise. The integration of traditional manufacturers and Internet companies has become an inevitable choice. For example, Haier, which owns the U+ platform, is also working with Alibaba, and the two sides are taking an important step in the background data. Shallow Snow told the "First Financial Daily" reporter that Haier U+ is more biased towards its customer relationship management dimension, and that the realization of home intelligence requires a more open space for cooperation. For example, the computing and analysis capabilities of the cloud need to be implemented by partners.

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