Cleaning, dialogue, and baby, the screen sweeper gets rid of the "artificial mental retardation" label

(The picture comes from the Internet, invading and deleting)

Source | Intelligence Relators

Wen | Anzhi

What other expectations do you have for home robots?

Clean and clean, purify the air, bring baby, teasing cats ...

At a new product launch conference hosted by Colos last year, the CEO of the Cobos Robot announced that "Cobos has opened the 3.0 era of home service robots", that is, the robot has upgraded in three aspects: functionality, intelligence, and interaction; In March of this year, Cobos brought another heavy new product Qinbao Z1 air purifier robot. In addition to purifying the air, it can also achieve human -machine interaction, video housekeeper and intercom, which can fully meet the user online. The needs of cats and babies.

However, in the past, problems such as scanning and running around were "artificially intellectual" due to problems such as unclean sweeping and running around. Nowadays, the home robot enters the 3.0 era, and the products are becoming more and more intelligent, but can home robots really do a good job of "family nanny"?

Robot take off the "mental retardation" shell

You may be full of fantasies about robots.

It is like a person. It can say that it will jump, and it may fly. There are various superpowers, and they will save the world accidentally, or have a relationship with humans. But reality is always skinny. Most of the robots that can be used for life on the market can only help people clean and sanitary, interactive and talk, etc. There is no kind of robot that will be super power to save the world.

In fact, although the shape of the robot used for daily life is different from others, the function is still accurate and powerful. There are dishwasher, sweeping tractors born for dishwashing, mopping, sweeping housework, and robots used for navigation in the mall, or unmanned delivery robots used for navigation in the mall. You know, Elektro, the first robot in the world, can only simulate human walking, speaking and other actions, which cannot be used to talk or do housework.

Today, the home robot industry is accelerating the growth of the 3.0 era.

What is the 3.0 era? Qian Cheng, CEO CEO of Cobos, said, "believes that the iteration of household service robots should be used in terms of three dimensions, that is, functionality, intelligence, and interaction."

In the 1.0 era, the main solution to the easy cleaning of furniture hygiene. Specifically, in the field of sweeping robotics, IROBOT launched the first -generation complete screen sweeping robot ROOMBA, which opened the era of 1.0 screen sweeping robots.

In the 2.0 era, after solving the rigid demand of people's housework, it enhances the functional function of the machine. For example, the product can "sweep the floor+mop" together, and the global planning navigation technology of vision and laser starts to appear on the market, as well as a variety of obstacle avoidance solutions.

In the 3.0 era, it emphasizes the comprehensive breakthrough of products in functional, intelligent and interactive.

For example, the Cobos's Diobao X1 series, in addition to opening up to support natural language interaction, at the same time equipped with a self -driving -level horizon X3 high computing power AI chip and RGB sensor, accurate positioning and recognition function will bring the map experience of the home service robot directly into the map experience directly into The three -dimensional era.

From this point of view, today's home robots are equipped with "brain", "eyes", and "mouth", but can it really be unobstructed to interact with others?

But it is difficult to unveil the "Volkswagen veil"

In fact, before my country's domestic robots entered the 3.0 era, the popularity of products and reputation were the two most difficult levels of enterprises.

After IROBOT brought the first sweeping robot, this type of cleaning robot that got rid of the operator continued; however, because the brand's technology was not mature at that time, the product did often run freely during the cleaning process. Clean up the desktop corners or entanglement of the wires, and the floor sweepstake was tagged with "artificial mental retardation".

Now that the industry has entered the 3.0 era, the upgrade of product function, intelligence and interaction has actually broken this label. Coupled with the strong needs of the "lazy economy", the functions of home robots are constantly segmented, and the industry will usher in a new wave.

For example, the value of the sweeping machine is further released. According to the monitoring of China Retail Data in Zhongyi Kang, in 2021, the size of the Chinese sweeping robot market exceeded 10 billion yuan, reaching 10.8 billion yuan, an increase of 22.2%year -on -year. China surpassed the United States to become the world's largest market, accounting for 32%of the global market, year -on -year Grow up 3 percentage points.

The industry must continue to move forward, and the technological innovation of enterprises is the same law.

When it comes to the cleaning machine industry, Kuwos, known as the "first share of the floor -to -floor robot", is also inevitable. Looking back at the performance of the company's performance and technological innovation in recent years, it is excellent.

In terms of performance, revenue and net profit ushered in a double harvest. The financial report shows that in 2021, Kosa's revenue reached 13.086 billion yuan, an increase of 80.9%year -on -year; net profit attributable to the mother was 2.01 billion yuan, an increase of 213.51%year -on -year; Ability is further improved.

Looking at the entire home appliance or technology industry, many companies have fallen into a slowdown or loss due to factors such as uncertainty and raw material price increases. While Cobos can achieve double -digit revenue growth, the profit has doubled for two consecutive years, the gross profit margin has not increased, and its strength is obvious.

Cobos can achieve excellent performance, which is inseparable from its re -research and development and supply chain construction.

The financial report shows that from 2018 to 2021, Kobos' R & D investment reached 205 million yuan, 277 million yuan and 338 million yuan, 549 million yuan, and increased its investment year by year. In the past two years, Cobos has also brought many new technological innovation products to the market. The Ceramic Robot Dibao X1 series, Qinbao Z1, etc. released this year, introduced the core technologies such as intelligent voice interaction and AI video butler into the field of air purification. At present, Cobos's technology patent is also the lead in the industry. In 2021, it has 432 new patent applications, including 242 invention patents; as of the end of 2021, Cobos has obtained a total of 1202 authorized patents, of which 387 invention patents are obtained.

In addition, in terms of supply chain channel construction, Kosworth has created its own industrial chain and intelligent manufacturing core capabilities, developing mature motors, batteries, core accessories and other independent industrial chains; in the era of "supply chain as king" Cobos's choice of self -built supply chain and investment in R & D will inevitably create its own stronger product competitiveness.

It is just that technological innovation, self -built supply chain, and listing of products are ultimately inseparable from the aspect of landing. This test is the profitability of a technology -developed enterprise.

In the relatively difficult commercial field, Cobos launched the "Chenghuan" of commercial cleaning robots that was cleaned, covering the core capabilities such as independent maps, independent staircases, and AI recognition. In addition, Cobos also has technical precipitation on laser radar, and launched the smart sensor brand "氪 氪".

But it is worth noting that the popularization rate of the sweeping machine industry. Zhongyi Kang's Chinese retail data shows that the domestic market penetration rate in the country is only 4%-6%, which is far lower than 13%of the United States. This means that head companies still need technological innovation to create more good products to popularize the market. SME players also have greater opportunities to do technological innovation to participate in this market share compete.

Behind everyone's active innovation and product push, where will the home robot eventually go?

What is after the 3.0 era?

From the perspective of demand, robots have been developed, in addition to satisfying people's imagination of the sense of technology in the future, as well as functional experiences such as replacing people or having emotional interaction with others. Each robot development enterprise also has the ultimate goal of "whole house robotization".

In an interview with the media, the vice president of the Kobos Service Robot Global Products said, "One or two products cannot be called an era, and only a series of products can be called the 3.0 era in a series of products."

In the 3.0 era, series products need to be common in the same scene. However, the premise of being able to realize the intelligence of the whole house is that users need to buy products of the same manufacturer because there is still a phenomenon of splitting of smart products between cross -brands. From this point of view, household robots that have more action capabilities, build map navigation capabilities and obstacle avoidance capabilities are more difficult to achieve the same scene layout of robot products.

First of all, it is the issue of education penetration. At present, most of the people who know the home robot and experience are young people with high education and good education level, but this part of the group has limited purchasing power and a small savings; middle -aged and elderly people with savings are not subject to the corresponding education and contact products that have exposed products to products. It is also limited.

The second is the problem of technological iteration, coupled with the problem of rising raw material costs in global cores. In order to achieve the intelligentization of the whole house robot, not only must we develop more products such as the Times of the Cobos Treasure X1 series, but also to form interconnection between products. At present, in the direction of smart home interconnection, there are no mature landing scenes and product technology in China. It can be seen that the goal of all -house robotization requires time to implement.

The problem that comes earlier than technology iterations is a global core problem. The core problem has now swept various industries such as mobile phones and autonomous cars, as well as the home robot industry. After all, a variety of chips such as the main control chip, chassis control chip, Wi-Fi chip and other chips such as the main control chip, chassis control chip, Wi-Fi chip are required to drive.

This directly leads to rising raw materials and rising enterprises' development costs. Qian Dongqi, the chairman of the Cobos Group, once said: "The problem of lack of cores may exist in the next to two years." In addition, the relevant person in charge of Stone Technology revealed to the media that "in the first half of 2021, the price of market chip rose nearly 10 10 10 10 10 10 10 10. 10 Times. "

The rise in raw materials is the tide of comprehensive price increases for products. Taking the scanning machine industry as an example, the data of Aowei Cloud Network showed that the average sales price on the scales on the ground in 2021 increased by 44%year -on -year to 2048 yuan. The momentum of price increases continues this year. In January of this year, the average price of floor sweepstakes was 2859 yuan, an increase of more than 60%year -on -year.

Product price increase is another "double -edged sword" for enterprises. The advantage is that the increase in the unit price of customer prices can increase the gross profit margin of the company; The popularization rate of the floor sweeping machine industry is low.

However, this trend can accelerate the pace of "survival of the fittest" in the industry, eliminate small and medium -sized enterprises that are immature in some technology and product price systems, which are conducive to some large companies that continue to innovate to bring real intelligent robots to the market. After all, in the age of "lazy economy", "young people do not have no money to buy expensive products, but are afraid of spending money to buy a mental retardation."

Finally, when you return to the home robot industry, home robots are getting rid of the label of "artificial intelligence" and moving towards "artificial intelligence", but it is still far from the goal of "all -house robot intelligent".At present, the leading companies, including Cobos, need to continue to do technological innovation and upgrades, attach importance to product experience and after -sales, and bring consumers a truly reliable intelligent robot product.Reference materials:

"The Ceramic Sweeping Machine gets rid of the artificial mental retardation, just this year", Yiou.com

"Revenue exceeding 10 billion yuan, Kobos sword refers to the top robot company of the Global", First Financial

"Why is 2021 full -house intelligence still progressing slowly?", Brain polar body

"Home Service Robot Entering the 3.0 era, the giant Kobos breaks the industry border again, multidimensional evolution" 21st Century Economic Herald

- END -