Intelligent hardware refers to emerging internet terminal products that can collect information, achieve intelligent perception, interaction, big data services, and other functions. It is an important carrier of “Internet plus+AI”. After the realization of intelligence in terminal products such as mobile phones and televisions, information technology is also transforming traditional devices through the combination of software and hardware, making them intelligent.
Recently, the Prospective Industry Research Institute released a report on the current situation and development trend of China’s intelligent hardware industry in 2018, which analyzed the intelligent hardware products in China’s smart home, wearable devices, intelligent transportation, health care, and other small and micro fields in addition to this, and made an in-depth interpretation of its development characteristics, industry and market status, and discussed the relevant development trends. The author has combed the report to a certain extent, and made some extended discussions around the relevant arguments for the reference of the industry.
The domestic market has huge space, and the industry’s growth rate is higher than that of the world
From 2014 to 2015, China’s intelligent hardware industry experienced early incubation and development, and began to diversify its product categories. The industry as a whole subsequently organized and released logs. Display, intelligent wearable, transportation, The five major categories of intelligent hardware and hardware products, including healthcare, include intelligent hardware and hardware products, product products, market scale, market scale, market scale, and scale. From scale to scale, from scale to scale, from intelligent to intelligent in 2014, 108.3 billion  yuan hardware products, medical At an equal level,
In 2017, the market share of the intelligent and intelligent industry was compared, with 11.70% and 5.50% respectively.., In 2017, 2019, and 2019, there were market trends in home intelligence, intelligent intelligence, and medical intelligence
Market share of five types of products
As the main segmented market for smart hardware in China, smart home hardware has maintained significant growth in recent years. In 2017, the scale of the smart home hardware market reached 26.1 billion yuan. In the future, with the progress of technology and the further cultivation of consumer habits, smart home products will be increasingly favored by the consumer market.
Wearable devices, as an important component of the intelligent hardware field, are currently in a transitional stage from concept to commercialization. The product forms of wearable devices mainly include smart glasses, helmets, watches, bracelets, etc. By connecting to the internet and combining various software applications, users can perceive and monitor their physiological condition and surrounding environment. Currently, most wearable devices are transitioning from concept to commercialization, and their penetration rate is gradually increasing. As internet giants and technology companies join the wearable device industry, the promotion and user penetration of wearable devices will rise to another level.
With the continuous development of artificial intelligence and other technologies in the industry and the combination of different forms in combination with specific industrial application scenarios, medical and transportation have become the two most promising important areas. Under the accelerated pace of urbanization, intelligent transportation has gained policy preference and broad prospects; The market for health care equipment is mixed and needs to be standardized and unified. Smart medical services to provide value-added services for health are also valued. In the long run, the medical and transportation sectors will make huge growth breakthroughs, increase their market share in the field of intelligent hardware, and squeeze the market share of wearable devices, which is relatively slow to grow.
Industry competition intensifies, and the development model will meet new changes
Up to now, the smart hardware circuit in China has been filled with a large number of players, especially with the entry of BAT, Xiaomi, and other giants, and the competition in this circuit is becoming increasingly fierce.
According to different enterprise positioning, these players can be roughly divided into the following three categories:
Institutions represented by Alibaba Intelligence, Baidu, JD Intelligence and other institutions, combined with their own resource advantages, provide an ecological service platform for the industry from the perspective of overall ecological services.
Tencent open platform, Xiaomi Group and other institutions, based on their own supply chain background, provide users with one-stop services or partially packaged solution services. other
Starting companies based on the founder’s background delve into the research and development and manufacturing of software and hardware products in vertical scenarios, exploring new development opportunities.
In the same market context, three types of players compete on the same platform based on different conditions and business models, gradually exploring new development models and breakthroughs.
Taking Xiaomi Group, which successfully listed on the Hong Kong Stock Exchange in July this year, as an example, the company has gradually entered the field of intelligent hardware through the mobile ecosystem, using Xiaomi Box as the entry point, becoming the world’s largest intelligent hardware IoT platform. Xiaomi drew inspiration from the free business model created by 360 Company and explored the “Iron Man” business model based on hardware, internet, and new retail, achieving great success
。 Through differentiation and segmentation, significant progress has been made in terms of hardware, as well as integration and deepening in 2018
85 billion yuan per year, 100 billion yuan per year by 2020, 16.5% and 16.5% from 2017 to 2023… This one, 2023, 2023
Market Planning for Intelligent Hardware in the Year
Previously, there were many issues that needed to be addressed in the intelligent hardware industry:
From the perspective of standardization in the intelligent hardware industry, the intelligent hardware ecosystem needs to introduce organic norms from “primitive growth” to “mature development”. Through standard guidance, protecting user rights and interests, regulating the market, promoting “internal drive” through “external drive”, and promoting intelligent hardware manufacturers to continuously improve product quality, maintenance quality, and service quality.
From the perspective of technical standards related to intelligent hardware, many products are incompatible with each other, the protocol ports used are different, and the whole industry is seriously fragmented. For the incompatible intelligent hardware, the user’s enthusiasm will be greatly reduced due to the high replacement cost or the high cost of using it alone. Data between different brands cannot be shared due to different formats.
Driven by the trend of consumer upgrading and accelerated urbanization, with the influx of large internet institutions such as BAT and a large amount of capital, the intensification of industry competition will result in the extraction of a group of high-quality entrepreneurs and technicians. Subsequently, with the initial formation of consumer awareness, the intelligent hardware market gradually matured and had broad prospects.