HKUST News Flying on the smart headset, or the shortcomings of the scene will be supplemented by the scene

Author:Yu Bin Time:2022.06.21

Edit | Yu Bin

Produced | Chaoqi.com "Yu See Column"

Recently, the Intelligent Hardware Company incubated by HKUST Xunfei will intelligently release a real wireless headset IFlybuds Pro facing the workplace in the future. Very unique.

Under the influence of the epidemic, there are more and more conferences, online courses, and training on remote lines. Relying on handwriting and memory cannot record all the key points. Recording and video not only have large documents, but often subject to the duration of the document and the restrictions on the size of the document. And recording has become the most effective way of information recording.

HKUST Xunfei hatching hardware technology companies that focus on artificial intelligence interaction companies in the future intelligent release of recording noise reduction conference headphones can enter the recording mode with one click, and directly eliminate the steps of users to open the recording app. Word.

Can a long time of HKUST News changed the decline in the past with this product? Let's go back to the source together and find out.

iFlybuds Pro headphones came out, supplemented by the shortcomings of scene -based applications

Recently, Xunfei Future Intelligent Company launched a recording noise reduction meeting of recording noise reduction conferences with high -frequency meetings with high -frequency meetings. problem.

After the product was released, in less than a month, the sales volume showed an unexpected upward trend. Relevant sources predict that 300%-400%of growth can be achieved in the future.

In 2018, when HKUST Xunfei began to make headphones, the author kept paying attention to the TWS headset market. "The epidemic has brought about changes in office methods. When office and mobile meetings, voice communication is more efficient than text, and this is the field we are currently focusing on -providing a convenient area for those who have a large number of conference needs, providing a convenient area 'Tool -like' product ".

At that time, the HKUST Xunfei Consumers' business group successively launched a number of smart hardware such as Xunfei Translator, Xunfei Smart Recording Pen, and a number of intelligent hardware. After that, HKUST Xunfei has formed a R & D team of more than 20 people. Among the Red Sea of ​​the TWS headset market, a new Bluetooth headset has opened a new Bluetooth headset track in the vertical office scene.

The logic behind this headset is not complicated:

The first white -collar person has a large number of conference records. Many heavy conference users have about five to six meetings a day, such as secondary market analysts, some investors, and lawyers, reporters, and a large number of conference records/interview records;

The second pan -view call recording, open the recording authority. The earphones can be recorded across domains through Bluetooth voice recognition technology, including WeChat voice, mobile phone calls and other extensive scenarios. The underlying AI intelligent technology supported by HKUST Xunfei enjoys reputation in the industry;

The third battery life and noise reduction. At present, the product has taken 50 hours of battery life on the ultra -long battery life. It can reach 7.5 hours by calling. Listening to music can reach ten hours, and noise reduction achieves 45DB.

In 2016, after Apple released the TWS Bluetooth headset, the Bluetooth headset market expanded rapidly in five years. Mobile phone manufacturers and cottage white -brand headphones connected to the mobile phone ecology have successively entered the bureau. The latter accounted for more than 50%of the mainstream market in 2020 and exported overseas.

According to the data analysis agency Strategy Analytics, the wireless headset market released in 2021 shows that Apple's wireless earphones account for nearly 50%of the share, while the entire market increases by 90%.

However, even so, the market stock and penetration rate of Bluetooth headsets are still very low, and less than one -tenth of the world has Bluetooth headsets. Therefore, there will still be a lot of room for growth in Bluetooth headsets in the future.

This growth should come from the upgrade of a brand, consumption, and function. It is no longer the kind of growth model in the past. There are two types of players left. One is mobile phone manufacturers. After all, there is such a large market share of mobile phones. Come to the tray, and the headphones facing vertical user groups and scenes. The characteristic service users with a clear service service of this headset, not some pan -users.

This headset is the assistant to the smart conference in the short term, and it is an artificial intelligence assistant in the long run. In addition to helping you accurately record it, this headset can also convert it into text and refine it. This is the function that is being implemented in the short term. In the future, headphones are likely to be an important channel for natural voice interaction of people and IoT devices.

The market prospects of smart headphones are broad

In recent years, the rise of the smart headset terminal market has greatly promoted the growth of wearable devices. Data show that in recent years, Chinese consumers prefer wireless headphones. With the continuous innovation of technology, wireless headphones will gradually replace wired headphones.

In 2021, the Chinese Bluetooth headset market shipped about 120 million units, an increase of 21.1%year -on -year. It is expected that the Chinese Bluetooth headset market in 2022 is about 130 million units, an increase of 13.1%year -on -year.

In recent years, the output value of wireless headphones has continued to grow. From 21 billion yuan in 2016 to 82.2 billion yuan in 2020, the average annual compound growth rate reached 40.66%, and it is expected to reach 110.5 billion yuan in 2022.

Bluetooth headset products have always been dominated by real wireless products. Among them, handle -type ear -earphones have risen with the popularity of active noise reduction functions. In 2021, the real wireless headset market was led by 59%year -on -year. As entry -level products enter offline channels to promote market penetration, the shipments of bean headphones increased by 34%year -on -year. In addition, the bone conduction products in Bluetooth headsets continue to grow, and the subdivision scenes such as sports have gradually catalyted the market to win more attention.

Moreover, it must be more mature in the sinking market. The Bluetooth headset market is mainly based on online channels. In 2021, online channel shipments account for 69%. The rapid development of online channels has greatly promoted the penetration rate of markets in more developed regions.

With the development of e -commerce platforms that concentrate on the concentrated sinking traffic of live broadcast e -commerce and Pinduoduo, Bluetooth headsets also penetrate more sinking markets through such platforms.

In addition, the proportion of offline channels in 2021 increased by 4 percentage points year -on -year, and more entry -level products participated in the process of promoting the infiltration of market infiltration. Therefore, the sinking market still has a large space.

Multi -field layout, the future is available

HKUST Xunfei's base business relies on its own excellent products, benchmark customers with statistical data verification, and the effectiveness of use enters the G end market. It is expanded from G -end to B and C -end. It not only opened up the upward space for the company's value creation, but also further strengthened the company's anti -risk ability.

It does not depend on a single group, which has strengthened the anti -risk ability of HKUST Xunfei.

Taking the smart education business as an example, HKUST Xunfei has built a business system for three types of customers of G-B-C. This "fusion base" is directed to the three ends of "2G, 2B, 2C" to achieve "teaching, learning, examination, and management of management "The application scenarios and other all -round coverage have further expanded the inclusive value of" AI+Education ".

On the G end, the "teaching according to thept Centrality" plans is taking root in more and more areas. In Bengbu, Anhui, HKUST Xunfei's teaching solutions helped local students to reduce invalidation and repetitive connections by 49%, reduce anxiety by 20%, and increase their interest in learning by 30%.

At the B -end, under the school construction as the main body, under the trend of "double reduction" and smart classrooms, the market stock market and out -of -school service incremental market will become a new outlet.

At the C -side, end products such as artificial intelligence learning machines and personalized learning manuals are bringing new growth momentum to HKUST Xunfei. In 2021, HKUST Xunfei's personalized learning manual operating school increased by 50%, the number of user scale increased by 40%year -on -year, and the renewal rate increased from 75%to 90%; sales of learning machines for C -end increased by 150%, JD Tmall GMV and JD Tmall GMV and JD Tmall GMV and Sales increased by 200%year -on -year.

The business model of the GBC linkage has been effectively applied in the education business. In 2021, the Science and Technology Daxun Fei Finance Report showed that the annual revenue of the education business was 6 billion yuan, an increase of 49.47%year -on -year.

At present, the GBC commercial closed loop has run through, and the growth trend of incremental business has begun to appear. In the field of smart medical care and smart cities, both the GBC linkage business model that has been verified by the market is available, and the business growth curve can be expected.

Conclusion

In the era of intelligence, HKUST Xunfei's growth momentum is good, but the pressure of competition is not small. In addition to Sogou's pursuit of voice intelligence, Internet giants such as Jingdong, Baidu, Ali, Tencent, etc. have also made great breakthroughs in the field of artificial intelligence.

I have to say that whether it is the addition of the new Internet forces or the strength of the friendly Sogou, it is a huge threat for companies such as HKUST Xunfei.

In the intelligent hardware field of the increasingly fierce competition, how can HKUST Xunfei use its own advantages to maintain the position of the industry leader, and the layout of the headset market has added an entrance to the number of users to expand users, and the future is full. The ending is also very exciting.

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