Smart home ecology: Huawei and Xiaomi are different

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In recent years, with the continuous development of the underlying technology such as artificial intelligence technology, 5G technology, and IoT technology, and the continuous growth of consumers' demand for various smart devices in family scenarios, the smart home market has ushered in high -speed growth. It is expected to be in the future in the future. In a few years, the smart home market will remain rapid. According to IDC statistics, in 2021, China's smart home equipment market shipments exceeded 220 million units; the shipping volume is expected to exceed 260 million units in 2022, an increase of 17.1%year -on -year; the delivery volume is expected to be close to 540 million units in 2025. In addition, according to the forecast of the China Commercial Industry Research Institute, the size of China's smart home market will reach 651.56 billion yuan in 2022. It is not difficult to see the popularity of the smart home market.

In fact, as early as 2013, players including Internet companies, mobile phone manufacturers, and traditional home appliance giants have poured into the smart home market. Among them, due to the characteristics of portability and extensive popularity, mobile phones are closely connected to users. Therefore, mobile phones are generally considered to be the entrance to smart homes, which attract mobile phone manufacturers such as Xiaomi and Huawei to frequently lay out in the field of smart home.

Xiaomi and Huawei have different original intentions

As a smartphone manufacturer, Xiaomi and Huawei have quickly raised their horses and the market share with their strong brands, user scale, technology, and the smart home ecological platforms they built, and their performance was very eye -catching. However, from the perspective of the development of the two, Xiaomi and Huawei have different intentions to enter the smart home market.

At the time, for Xiaomi at that time, due to the slowdown of its mobile phone business growth, in order to seek new business growth points, Xiaomi extended its business to the intelligent hardware field with clearer prospects. Looking back at Xiaomi's development process, since its establishment in 2010, it has quickly seized the domestic low -end mobile phone market through high cost performance, and even became the number one in the domestic mobile phone market. However, as Xiaomi entered the high -end mobile phone market, and its share in the low -end mobile phone market was crowded by Huawei OV, the growth rate of its mobile phone business slowed down, which prompted Xiaomi to begin to expand the intelligent hardware field to seek new ones to seek new ones Business growth point.

Since then, with the phased success in the domestic smartphone market, Xiaomi has also copied the Xiaomi model in the field of smart hardware subdivisions, and has cultivated hundreds of Xiaomi ecological chain companies. The so -called Xiaomi mode refers to the in -depth binding of a large amount of Xiaomi mobile phone users on the Xiaomi mobile phone, and uses the Xiaomi mobile phone (MIUI system) as the control center to control smart products in other home environments. In short, Xiaomi's layout in the field of smart home has two main aspects. On the one hand, the hardware interface is open. I hope that traditional home manufacturers will actively access the smart module; on the other hand The cost -effective all -category appliances will create smart home brands that ordinary consumer groups can afford.

Secondly, for Huawei at the time, Huawei launched intelligence in the smart home market that lacks unified connection standards, lack of interconnection interaction between home appliances, and make full use of its advantages in connection protocols, operating systems, chips and other aspects to launch intelligence to launch intelligence. Hilink, an open interconnection platform (Huawei announced last year that Hilink will uniform HILINK with HarMony OS Connect, that is, Hongmeng Zhilian). The establishment of a unified connection standard for the smart home industry not only enables smart devices to quickly network, but also achieve interconnection between smart hardware. ,interactive.

In addition, at that time, Huawei had sufficient confidence and strength to expand the business of the smart home field with its strong self -research and technological innovation strength. However, in the past two years, due to various reasons, Huawei's mobile phone business has been affected to a certain amount. Therefore, Huawei regards the smart home market as an important part of the future strategic layout. It is expected that it can find new growth points in the field of smart home.

Xiaomi: Use the ecological chain to seize the opportunity

As the earliest mobile phone manufacturer to enter the smart home track, Xiaomi built a large ecological chain company and built a smart voice+AIOT platform ecosystem. He first ate the dividend of smart homes and successfully ranked among the industry's first camp. In other words, the results of Xiaomi in the field of smart homes are inseparable from the support of Xiaomi's ecological chain enterprises.

On the one hand, there are many Xiaomi ecological chain companies that can provide high -cost product matrix for Xiaomi users, so that Xiaomi smart home ecosystems can be quickly rolled out. Specifically, Xiaomi has successfully cultivated a number of intelligent hardware manufacturers of ecological chain through investment+incubation. They are responsible for product development, production, and delivery. The ability to supply chain management and control provides sales services for ecological chain companies and shared the supply chain resources with them. The ecological chain business model like Xiaomi not only helps them achieve high -speed growth of their revenue, but also promote the rapid development of ecological chain companies.

According to Xiaomi's 2021 financial report, Xiaomi's revenue in the field of AIOT was as high as 85 billion yuan, an increase of 26.1%year -on -year. It can be seen that Xiaomi's development prospects in the smart home field are better. According to the Blue Shark's stock, there are currently more than 400 Xiaomi ecological chain companies, and the ecological chain products are rich in categories, involving smart bracelets, speakers, smart temperature control, lighting equipment and other categories. Obviously, its entire smart home system system Already formed.

On the other hand, Xiaomi's main cost -effective practice also means excessive price pressure, which also directly leads to a decrease in the profit margin of Xiaomi itself and ecological chain companies. According to Xiaomi Chairman and CEO Lei Jun, Xiaomi's comprehensive net profit margin of hardware will never exceed 5%. Furthermore, adhering to the cost -effective development path may cause price wars in the industry. In addition, Xiaomi series products mainly involve smart small appliances, and lack of large -scale smart appliances with market competitiveness, such as air conditioners and refrigerators. Because of this, in order to seek new development and have more autonomy, some ecological chain companies have gradually separated from the Xiaomi ecological chain and became a competitor of Xiaomi. Taking Yunmi Technology as an example, it grows rapidly after receiving the support of Xiaomi, but it also seriously depends on Xiaomi, leading to limited development space, so Yunmi chooses to go to Xiaomi. After that, Yunmi's product lines and business models are highly reorganized with the layout of Xiaomi's smart home business, and there are different degrees of competition in all aspects.

Huawei: Promote the ecological win -win situation

In addition to Xiaomi, Huawei, as a smartphone manufacturer, is also layout of the business of the smart home field. After years of hard work, Xiaomi's layout in the smart home field has also matured. It is reported that Huawei relying on the open platform of Hongmeng and Mengzhi to actively cooperate with hundreds of head manufacturers in the home industry to jointly create a smart home ecosystem.

Over the time, Huawei and the home industry giants jointly create a rich category of intelligent home ecosystem to meet the needs of consumers' diversification. According to the official website, Huawei Hongmeng Zhilian has now covered hundreds of categories and more than 1,000 products in 6 major fields including home entertainment, energy consumption, lighting, automation, and security, and categories and products are still expanding.

It is reported that Huawei has formed a strategic partnership with many industry leaders such as Opi Lighting, Shanghai Thinking, Morgan Intelligence, Midea Electrical Appliances, Boxi Home Appliances, Panasonic, Oaks, and Xilinmen. These partners not only bring cutting -edge technology and high -quality products to Huawei Smart Home, promote the construction of Huawei smart home ecology, but also form a brand value superposition with Huawei.

Secondly, because Huawei does not manufacture traditional home appliances, the traditional home appliance manufacturers that Huawei cooperates with it does not have business competition, and the ecosystem is healthier. Huawei itself is not a home appliance manufacturer, and does not intend to get involved in the specific home appliance design and manufacturing. Instead, it is based on the interconnection interaction between smart home appliances with its Hongmeng Zhilian. Huawei is only an industrial empowerment, not a predator. It can be seen that Huawei's main goal in the field of smart homes is to create a win -win ecology.

In general, Huawei has continuously promoted Huawei Smart Home with the top hardware manufacturers, home appliance manufacturers, channel manufacturers, and content service providers in the industry to move from single product intelligence to group intelligence. The person provides a better smart life experience and quality.

Xiaomi VS Huawei, who can dominate the whole house intelligence?

After many years of layout and exploration in Xiaomi and Huawei in the field of smart home, they finally targeting the entire house intelligence. According to IDC's "Top Ten Forecast of China's Smart Home Market in 2022", the current growth potential of the smart home market growth is gradually inclined to the smart solutions of the whole house. In order to participate in the intelligent field of the whole house.

First, the main selling point of Xiaomi all -house intelligence is cost -effective, and the design style is simple and unified. Simply put, Xiao Ai classmate+Mijia APP+smart items together form Xiaomi's full -house intelligent solution. Because Xiaomi smart single products are cost -effective, and Xiaomi House Intelligence is achieved by this series of intelligent single -product ecosystems, so the price of Xiaomi all -house intelligent solutions is relatively low. In addition, Xiaomi's design style is generally white, and the straight lines are mostly. The corners are generally used in rounded design, and then the function is displayed with the function. The overall shape is simple to create a comfortable visual effect for consumers. It can be said that Xiaomi mainly relies on product foundation and user trust, so as to create a scenario -oriented and set of full -house intelligence.

Although Xiaomi ’s whole house intelligence has advantages in terms of cost performance and operability, the disadvantages of a series of scene linkage through single product ecology are also very obvious, that is, Xiaomi’ s whole house intelligent depends on ecological chain enterprises, but now some ecological chain companies are implementing implementation The de -Xiaomiization strategy has led to lack of guarantee for its supply chain stability.

In addition, Xiaomi ’s whole house intelligence is currently relying on the stack of smart items, and it has not brought users a good smart life experience, so its development in the field of intelligence in the whole house is slightly inferior. For example, Xiaomi once launched smart hotels and smart real estate solutions in 2019, but because its single product model has profound genes, it did not attract the attention of the industry at that time, and the progress was not smooth.

Second, the main selling point of Huawei all -house intelligence is technology and ecology. Specifically, Huawei's whole house intelligence mainly builds a hardware ecology around the agreement between Hongmeng Zhilian Ecology and open connections, and launches 1 (1 smart host) +2 (2 core schemes)+N (N (N subsystems). The solution drives a single scene to the whole house scene. Among them, Huawei's latest full -house intelligent 2.0 solution, which has two ace of space interactive experience and post -loading solutions, from the past as the center as the center to people -centered. For example, its 2.0 solution is configured with gas sensors and water immersion sensors in the family environment. In case of danger, users can be actively reminded, and the electric water valve and the general pipeline are turned off as soon as possible, and windows are opened. However, the price of Huawei all -house intelligent solutions is relatively high, which has discouraged many ordinary consumers. It is reported that the pricing of the two premium packages launched by Huawei last year was 3 rooms and 2 halls (about 100 square meters) 99999 yuan/set, and 5 rooms and 2 halls (about 200 square meters) 149999 yuan/set; and the latest release of 2.0 solved solution The price of the plan is 2 rooms and 2 halls (about 80 square meters) 19999 yuan/set, and 39,999 yuan/set at room and 2 halls (about 120 square meters). Judging from the price of Huawei all -house intelligent and the previous main installation solutions to the market, Huawei's target customers are B -side enterprises. It is reported that Huawei has reached strategic cooperation with domestic TOP -level real estate companies such as Greenland, Sunac, China Shipping, Vanke, and China Resources. It is expected that in the future, it will also cooperate with hotels, schools, and C -end mid -to -high -end users.

Generally speaking, Huawei's whole -house intelligent solution can realize the smart hardware of the whole house, as well as the smart interconnection and collaboration of sound, light, hydropower, etc., and provides users with an immersive, personalized, and growing full scene smart experience. Xiaomi’s The smart itself depends on the stack of intelligent items. In this way, Huawei's development in the field of intelligence in the whole house is even better. However, the popularization of the entire house intelligence is inseparable from the price of the people, so Xiaomi's whole house intelligence will also have development potential in the future. In other words, Xiaomi and Huawei's entire house intelligent solutions have market development potential.

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