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From 65438 to 0990, Bill Gates, the richest man in the United States, bought a piece of land in Medina, Seattle, Washington, and began to build a mansion for himself. Seven years later, the mansion was finally completed, and Gates spent $65,438+/kloc-0.3 million. This does not include the land price.

Gates' mansion, like the traditional mansion, is vast in area, beautiful in landscape, fully functional and extremely luxurious, but at the same time it is very different from the traditional mansion. It is also a model of smart home of Internet of Things.

Gates named the mansion "the home of the future".

This is the Internet of Everything under the empowerment of artificial intelligence, and this is IoT (Internet of Things).

Many people think that the future house is far away from us, but in fact, the future house has come.

Standing at the point of 20 19, it is necessary to look back and see how the Internet of Things, a seed that has been lurking for many years, will break ground in China.

1

Butterfly effect behind bracelets: trillion-dollar information industry

1982, in the computer department of Carnegie Mellon University, three programmers who were lazy to buy coke got together and seriously discussed how to buy coke scientifically. They installed a microswitch in the coke machine and connected it to the server. In this way, people can check the quantity and quantity of coke in the computer.

This coke machine is called "unique" because it is the earliest and only Internet of Things device in the world. Then a series of IOT devices began to be born.

So, what is the Internet of Things?

Unlike Internet connectors, the Internet of Things connects everything. Objects generate data through sensors and embedded computer systems, and interact with each other through the network, interwoven on the same network, and finally realize the interconnection between any objects at any time and any place, becoming a ubiquitous network of ubiquitous computing; And the data are connected into a huge neural network, which can automatically produce decisions.

Take the popular Xiaomi smart bracelet as an example. As long as you wear this light little thing, it can record your exercise and monitor your sleep quality. You can check the amount of exercise in real time, monitor the effect of walking and running, adjust the fitness plan in time, and know your health status in real time.

The Internet of Things is the last piece of puzzle in the intelligent world. Efficient, accurate and liberated manpower are the key words of the Internet of Things, and the accumulation of big data behind the Internet of Things is a new mode of production. On the Internet of Things, countless information that has never been collected and counted is digitized, and all information is uploaded to the cloud, which has become a very important part of the digital world.

The small bracelet you wear may become an important guardian of your life system. The butterfly of the Internet of Things can cause a tornado on the land of China by flapping its wings a few times.

The dividend of the Internet is gradually disappearing, and the world of the Internet of Things is coming.

In 2008, the first International Internet of Things Conference was held in Zurich, Switzerland. In this year, the number of Internet of Things devices has exceeded the population on the earth. Forrester, an American research institute, predicts that the industrial value brought by the Internet of Things will be 30 times that of the Internet, and it will become the next trillion-dollar information industry.

2

Mijia will be the "home of the future"?

GSMA think tank predicts that from 20 17 to 2025, the number of industrial internet of things connections will increase by 4.7 times, reaching 138 billion. From 20 17 to 2025, the number of consumer Internet of Things connections will increase by 2.5 times. By 2025, there will be1800 million consumer Internet of Things links in the world. The Internet is drying up, and the Internet of Things will become the biggest outlet to promote the growth of the technology market.

Judging from the penetration rate of Internet of Things connections, the highest penetration rates are smart metering, car networking, smart home and security. The data in these fields are most likely to be the first to achieve closed loop and take the lead in landing.

Especially smart home. It is the biggest innovation field of 20 19 Internet of Things, and it is growing rapidly at an unexpected speed.

According to StrategyAnalytics data, in 20 17 years, the number of smart homes in the world was1640,000, and the market scale was 84 billion US dollars. It is estimated that by 2023, the number of smart homes will reach 293 million, and the annual consumption will reach155 billion US dollars. In 20 17, the smart home market in China is 90.8 billion yuan, and it is estimated that the annual GAGR will be 48. 12%.

At present, the China market of "Future House" has exceeded100 billion. However, how far are we from the "future home"?

The answer is, close at hand.

The breakthrough of communication technology has greatly accelerated the landing of future home. In recent years, the popularity of NB-IoT technology can solve the problems of energy consumption, coverage and cost, and can effectively meet the needs of underground pipe network, indoor and remote areas to monitor the Internet of Things. The landing of 5G has greatly accelerated the process of the Internet of Things-it can reduce the network delay to 1ms, the speed is as high as 20Gbps, and the density is as high as 1 10,000 terminals per square kilometer, which can better meet the demanding requirements of the Internet of Things. Smart homes are on the verge of explosion, and the giants have laid out early and increased their code to grab the beach. Who is most likely to realize the "future home" first?

There are Google, Apple and Amazon in the United States, and Xiaomi in China.

At present, the world consumer IoT (Internet of Things) market is dominated by Xiaomi, accounting for 1.9% of the global market share, followed by world-class giants-Amazon (1.2%), Apple (1%) and Google (0.9%). Unexpectedly, Xiaomi surpassed the BAT giant and surpassed the American giant to become the world's number one.

On the basis of the Internet of Things, Xiaomi has derived "Mijia", including air conditioners, televisions, sweeping robots, rice cookers, washing machines and smart door locks. You can link Mijia to realize intelligent voice control. It can be said that entering the rice house is entering the future home of Bill Gates. At present, the number of monthly users on the Mijia APP developed by Xiaomi has been increasing, which has exceeded 2.6 million, while the number of users on the Mijia APP who are simply not Xiaomi mobile phones has exceeded 50%.

Since Bill Gates 1990 began to build the house of the future, the concept of smart home was born, but it has been far away from ordinary people for decades, and the promotion difficulty is obvious.

So, how is Xiaomi IoT realized?

three

The ecological chain of Internet of Things laid out by Xiaomi in advance

Intelligent furniture has three major pain points: First, commercial channels are closed, and non-smart home products cannot access the platform; Second, there is no technical connection. Different devices have different manufacturers and cannot be connected to each other. The first two points prevent smart homes from forming a closed loop. The third pain point is high cost, poor quality and low cost performance, which leads to low permeability growth rate.

Xiaomi has built a huge product line and created the ecological chain of the Internet of Things of Xiaomi Home, and the Internet of Things industry has since ushered in a turning point. Today, Xiaomi has become the world's largest home intelligent hardware platform, and there is no one.

Xiaomi is stuck in the key area of home Internet of Things. In 20 14, Xiaomi began to launch smart bracelets, and successively launched air purifiers, routers, water purifiers, rice cookers, drones, sweeping robots, electric scooters, sonic electric toothbrushes, small love speakers, Bluetooth temperature and humidity devices, intelligent alarm clocks and driving recorders. All products connected to the ecological chain of the Internet of Things can achieve unified control and cooperate with each other to create a intelligent furniture scene.

Figure: List of some products of Xiaomi

In addition, Xiaomi also developed and produced intelligent interconnection modules. Although the products are not made by the same company, different devices can be connected with each other as long as Xiaomi's module is used. This can help more products access the Xiaomi Internet of Things ecological chain. For example, Xiaomi and IKEA have reached a cooperation. All IKEA smart lighting products can be connected to the Xiaomi Internet of Things ecological chain through ZigBee protocol. Users can control IKEA-related products through Xiao Ai and other portals, and connect with Xiaomi's other IoT smart devices. In addition to IKEA, Xiaomi also developed a smart hotel system in Shanghai Hongqiao Center Hotel all season, together with the whole season. Together with "Car and Home", we will create a vehicle-mounted solution for Xiao Ai. Love Space has launched the smart home installation service Xiaomi Smart Lighting Home Improvement Package. Xiaomi's ecological chain is becoming more and more complete.

Third, Xiaomi has always adhered to the "cost-effective" route based on extreme efficiency. This is because of the precipitation of the past. Xiaomi has always adhered to the cost-effective route and established an efficient supply chain system. Xiaomi has a huge user group with "rice flour" as the core, which enables products to be produced on a large scale quickly and the cost is kept at a low level.

Photo: Xiaomi Home maintains a very high cost performance.

On the other hand, due to the "focus" on products, the quality is guaranteed. There are so many millet products, but only mobile phones, televisions and routers are produced by Xiaomi, and other products are hatched through investment. Xiaomi directly "robbed" one of the best companies in the market. Every company is a company that has been focusing on its own field for many years. "Focus" ensures that Mijia smart devices remain efficient and stable.

20 19, Q 1, the number of IOT devices connected to Xiaomi IOT platform reached 1.7 1 billion (excluding smartphones and laptops), up 13.7% from the previous month and 70% from the same period last year. The high number of connections makes the products keep high-speed iteration, and the whole ecosystem of the Internet of Things developer platform has taken shape.

four

Who will dominate the future of the Internet of Things, and Xiaomi will always lead?

The Internet of Things market has a considerable scale, and domestic giants in various fields have laid out one after another. Internet giants such as BAT, based on their own cloud computing advantages, mainly deploy large customers on the B side, and only Ali's consumer-grade Internet of Things on the C side is relatively mature. Among smart device suppliers, Huawei and Xiaomi started earlier, and built their own device connection platform to build a consumer-grade Internet of Things platform; The layout of OV in consumer IoT has not yet taken shape.

The models of Ali, Xiaomi and Huawei seem to be similar, but they are quite different when they look closely:

From the control center, Xiaomi and Ali started earlier and had a more comprehensive layout. Xiaomi's Xiao Ai classmate started like the Tmall Elf in Alibaba Cloud, while Huawei started late.

However, in terms of types, the control centers of Xiaomi and Huawei have a comprehensive layout. Hua Xiaomi and Huawei have obvious advantages in mobile phones. Huawei's mobile phone shipments are higher than Xiaomi's, but Xiaomi's mobile phone IOT supporting facilities are obviously more perfect than Huawei's. In addition to smart speakers and smart speakers, Xiaomi also has mobile phones, smart TVs and smart bracelets as entrances.

In terms of cloud computing, Ali undoubtedly has the strongest cloud computing capability. The overall advantage of Huawei Cloud is greater than that of Xiaomi, but the advantage is mainly for the B-end, which is not necessarily more prominent than Xiaomi in the overall application level.

In terms of the Internet of Things platform, Ali platform regards it as the focus of the Internet of Things, so Ali's platform construction is the most mature; Xiaomi Second, Huawei's platform construction in the field of smart home is not as good as the first two.

The strength of each part is different, which is related to the different development priorities of the giants. Ali focuses on application management platform construction and data processing. Huawei focuses on the underlying device connection platform with massive connection and NB-IoT technology. Xiaomi pays attention to the overall ecology of smart home.

Judging from the traffic distribution of the C-end Internet of Things, Xiaomi is far ahead. The global consumer IoT (Internet of Things) market is ranked first by Xiaomi, accounting for 1.9% of the global market share. Xiaomi really surpassed the BAT giant and surpassed the American giant to become the world's number one.

In other words, from the current layout, Xiaomi is far ahead.

Why Xiaomi? Is there a moat for such success?

First of all, traffic is the key to the competition of the Internet of Things, which can help Xiaomi avoid the traffic monopoly of BAT. Xiaomi mobile phone+other control portals+smart winner devices+Internet of Things platform form a complete closed loop, forming its own moat, without introducing BAT traffic.

With the integrity of the ecological chain, the Internet of Things business began to show scale effect. 20 19 Q 1, the financial data of the internet of things sector is bright. 20 19, Q 1, Xiaomi's income from Internet of Things and consumer goods reached1200 million yuan, up 56.5% year-on-year. The characteristics of Xiaomi's AIoT are remarkable, showing explosive growth, which reflects the leading edge of Xiaomi's AIoT. Moreover, the AIoT business has begun to cash in its income and is expected to enter a period of rapid growth in the future.

When the mobile phone was first born, people only regarded it as a portable communication tool, thinking that replacing PC was an idiotic dream; And put forward the fantasy of the future house, which was also considered by countless people as fantasy at that time. Now, after years of layout, Xiaomi's dream "future home" is really coming.

At the beginning of 20 19, Lei Jun once again shouted that Xiaomi should fully AllinIoT, and continue to invest as much as 1000 billion in the next five years to seize the new outlet of artificial intelligence and the Internet of Things era. This is a clear direction of the key layout of the business strategy. With the dual-engine strategy of "mobile phone +AIoT", it has established a solid foundation for meeting new technology cycles such as 5G, artificial intelligence and the Internet of Everything.

What is the future of Xiaomi?

The future of Xiaomi will only be the final and initial fantasy of Xiaomi and AIoT.

References and quotations:

[1] jungle. Research on the Development of China Internet of Things Industry Based on Technology, Application and Market [D], Liaoning University

[2] Sue. Theoretical analysis and countermeasure research on the development of Internet of Things industry [D], Jilin University

[3] Zheng Xin. Research on the Development of Business Model of Internet of Things [D], Beijing University of Posts and Telecommunications

[4] Xiaomi Ecological Chain Battlefield Notes [M], Xiaomi Ecological Chain Barn College, CITIC Publishing House

[5] Looking at the moat of Xiaomi from Amazon Flywheel [R], Southwest Securities

[6] Xiaomi documentary, a fire

[7] Technology giant [R], which gradually promotes the realization of the Internet with hardware as the entrance, Everbright Securities.

[8] Looking at Xiaomi's Moat from Amazon Flywheel [R], Southwest Securities

[9] Lei Jun's open letter to investors

[10] Interview, Wang Ziru talks with Xiaomi's vice president.

[1 1] Tiger sniffing: Where is the future of millet ecological chain [Z], Corli, JIANG Hao.