2018 smart home market will rise to a new height

2017, which has already passed, is the year of the smart home war. The war is mainly concentrated in the field of smart single products and system solutions , such as smart speakers, smart sockets, smart door locks and robots. Not a new and unfamiliar concept, but it has always maintained a very high level of popularity in the capital market.

At least four smart home companies have received financing in the beginning of 2018, including the largest domestic financing in the field of smart homes to date, that is, the intelligent integrated solution provider Broadlink has received leading investment from CITIC Industrial Fund , Baidu Libai Group followed the investment of 343 million yuan in financing; in addition, Lumi Lianchuang under the millet industry chain also had a good sign in the beginning of 2018, and announced that it had received more than 100 million yuan in round B financing; also as a smart home and smart building The source code intelligence of other solution providers also recently completed tens of millions of yuan in A round of financing; and Qisheng Technology, which focuses on the smart bed industry chain, has also won the favor of investors such as Red Star Macalline and Shared Investment ... ...

The good news continues, and more attention is paid to this field. Yiou Home has organized it according to the hotspot directions in the field of smart home and the previous financing situation, and has selected more than 100 listed companies from nearly 500 companies. And smart home companies that have received more than A round of financing:

Smart home is built on the development of science and technology to a certain level, in order to make human life more convenient and breed germination, while the Internet of Things, artificial intelligence and other technologies continue to produce and improve, smart home has become the most suitable application landing scenario First, people from all walks of life have also started from different angles, mainly focusing on smart single products and smart home systems, technical solutions and so on.

As can be seen from the table, the main business of smart home companies is relatively scattered, and there are many different subdivisions. Smart items include smart table lamps, smart speakers, smart door locks, and smart robots. Smart home solutions also have overall solutions and details. There are solutions in different fields, but one thing that can be judged is that, at this stage, the competition in the field of smart home in China mainly revolves around smart single products.

As a "new species" under the development of technology, smart home will inevitably rely on technology to survive, so first-tier cities are the best place for smart home companies. 42 of these companies are located in Beijing, 29 in Shenzhen, and 19 In Shanghai, there are no more than double-digit number of companies in other cities. There are 8 companies in Guangzhou and Hangzhou, which are the regions with better performance at present.

Although the smart home concept originated in the United States has gone through 30 years, it was not until 2014 that the smart home industry was gradually detonated. From the point of time of the establishment of the enterprise, the proportion of enterprises established in 2014 is close to 50% , which is fully confirmed. This statement. Moreover, before 2014, the single types of smart homes were mostly concentrated in smart security, smart sockets, smart routers and wearable devices. Since 2014, they have mostly involved robots, smart speakers, smart water purifiers, air purifiers, Sleep health products, etc., are more abundant, and are closer to the living environment and human health. As consumption upgrades continue to advance, the key directions of smart home items have also shifted, closely following consumer lifestyles and consumption habits.

Not only that, including tech giants such as Google, Apple, Samsung, and major domestic Internet companies have also laid out smart homes from around 2014. Yiou Home will then launch an inventory article on the layout of smart homes for Internet companies and traditional companies. look forward to.

Of course, since the popularity in 2014, smart homes have also experienced the taste of "ice and fire." After experiencing the explosive growth of enterprises in 2014, the number of start-up companies has decreased significantly since 2015, and more companies have suffered cold capital and financing difficulties.

However, since the emergence of artificial intelligence in 2016, it seems that it has given new life to smart homes. People are beginning to believe again that the smart home scene is achievable. More exciting than the renewed attention of capital is the recognition from consumers. According to Gfk data, the retail market for smart home products in China is expected to reach 281.5 billion yuan in 2017.

In addition, according to China's 2017 report on smart home appliances, in this year, the penetration rate of smart home products reached 49.3%, and sales of smart home appliances used in households increased by 1.5 million pieces , basically every household is using smart For home appliance related products, industry experts have also analyzed that the smart home market will rise to a new height in 2018.

Well-known investor Wei Zhe divided the bubbles in the capital market into two types. One is a soap bubble that looks beautiful but disappears completely once it bursts. The other is a beer bubble that is half beer and half foam. The bubble recedes. There will be something that really returns to essence, and such projects need to wait for the opportunity.

With the advancement of technology, smart homes will show more value, and the most direct manifestation of value is to meet the requirements of consumers for more convenient and high quality of life. From this point of view, smart homes driven by technology will inevitably be In the industry where beer is the majority, all we need is to wait quietly and wait for the arrival of smart homes and the real trillion market.