Smart (public account: zhidxcom)
Wen ｜ Guoren
Recently, Xiaomi has launched the “Xiaomi Smart Family Set”, which is a small family security combination consisting of a ZigBee gateway and door magnetic, switches, and infrared sensors. At first glance, it is more novel, but it is also a mature market for many players.
For example, Philips’ Hue smart light is an example of a single use of the ZigBee specification. There are many ways to combine the set set. During the CES period, I also saw a similar combination launched by Samsung, Bellkin and other manufacturers. There are also entrepreneurial teams such as Phantom and Ouerbo who are trying such a solution. Even more common, such schemes are not uncommon in traditional building security systems and villas, but it is rare in the personal market.
Is Xiaomi’s move follow the trend or another picture? How will the 1 yuan public beta affect the industry? Mainly based on this issue I discussed with several practitioners and got a clearer understanding. Wang Hao and Ding Yanmen CEO Chen Bin and Ou Ruibo CEO Wang Xionghui successively discussed with the CEO of the Phantom CEO.
Talking about Xiaomi smart home set, first of all, there are several key points worth noting:
1) The product is based on the ZigBee communication specification. 2) There is a special gateway product in the group. In short, several separate sensors are connected through the ZigBe network, and then connect to the network through this gateway. 3) 1 yuan public beta.
1. ZigBee and WiFi: Two different paths
After the launch of the Xiaomi smart home set, a friend said to Wang Hao, the CEO of the magic Choi Smart, said, “Is this product similar to your smart suit products?” Wang Hao’s only meaning. The first group they launched was lights, opening, and opening. Fast, air sensors and gateway combinations, before Xiaomi, they also launched combination products such as door magnetic+infrared sensors+switches. Among them, “smart switch products” became a cross point.
A conclusion with Wang Hao’s discussion is that the purpose of Xiaomi push the ZigBee suit is to expand a new smart home gameplay, which is the difference between the WiFi and ZigBee protocol. In the smart home system centered on the router, WiFi is a star -shaped radiation network. All devices are connected to the network through routers and controlled on the APP side, such as purifiers, cameras and other objects.
The network under the ZigBee specification is a “mesh network”. The device and the device can be interoperable. For example, the connection between the switch and the bulb can still be controlled even if the gateway is broken. The development of smart homes to the present, to realize the so -called truly automatic and inductive intelligence, this kind of interoperability between a single device and equipment is particularly important.
According to this logic, the Xiaomi ZigBee suit is equivalent to expanding a large field of smart home as a makeup of its existing territory. But there is another worry. Wang Hao believes that such products are difficult to make more clear products such as purifier such as purifiers, so it is important to really play.
At the same time, there is a price, a cost of about 200 yuan by Wang Hao’s analysis, although Xiaomi now plays a card of one yuan public beta. But just like Xiaomi pushed the router before, the “1 yuan public beta” is only a small -scale user test. The greater significance should be the education market and feedback, and it will not produce real prices.
Second, the deployment of the altar router is decentralized
Chen Bin, the founder/CEO of Ding Xingmen, believes that the purpose of Xiaomi’s move is to connect more home equipment. ZigBee was used in the smart building system more before. The Green Mi Lianchuang company acquired by Xiaomi used to be the main building agreement.
At the same time, ZigBee also has a relatively low power consumption. The richness of the ZigBee protocol product will make the traditional understanding of the router -centric smart home network changing, and the router will not be so core. For example Role.
Chen Bin played a very vivid proportion. The way of wifi modules was to surround the city in rural areas, and the smart home game -centered smart home game regulation was to play rural areas from the city.
Chen Bin’s core product is the door magnetic, will the Xiaomi kit have a fatal impact on this? Chen Bin’s view is more optimistic that it will have an impact, but in the cultivation of the market, it is also good to do this (Xiaomi) to do this. There was no domestic security door magnetism, and the education market was more difficult.
At the same time, on the development path of the company, Chen Bin’s passing is a bit different. It is doing the direction of subdivisions and depth of the door. A full set of cloud services and software. And this set of services can be easily transplanted to other products, or can support other smart home appliances through the BTOBTOC mode.
Third, Xiaomi does ZigBee chicken ribs or strategic consideration?
Ou Ruibo CEO Wang Xionghui’s view of this matter, I feel the whole, “Xiaomi does not need to do this.”
But at the same time he also understands Xiaomi’s starting point. He believes that “Smart Home has three goals to achieve, more energy saving, secure, and comfortable. Xiaomi’s set is a safe card. However There is not much innovation. “
Another reason is that such products are relatively lighter, and switch can be used. Another point is that his purpose is not just security. There is a ZigBee gateway, which can extend to switch and air -conditioning remote control. From this point of view, Xiaomi still comes at the entrance.
However, such products are mainly used in some second- and third -tier cities to build houses and unique buildings. 1 yuan public beta will not have any impact. It is even more pessimistic than products such as sockets and lights. It is difficult to quantity. Companies like Xiaomi are not necessary. At the same time, in the To B market, people with security projects will not buy this product. The price is too transparent to make money.
“It is not appropriate to use this product to cut this market. It may also be just acquired this company and hurriedly launched a product first.” Wang Xionghui said.
Follow the trend or another picture?
Looking back on several points, there are several core points:
1. The method of ZigBee will become another entrance with more devices.
2. ZigBee’s mesh structure connection method has strategic significance in smart homes.
3. At present, ZigBee standardized domestic users are still very low, and it is difficult to start.
4. Will Xiaomi’s move make another market “inch grass”? From the perspective of several players, it is not so terrible.
5. The method of ZigBee+WiFi module has become a new way to play the surrounding city of Xiaomi Smart Home.
Of course, this is based on the analysis of existing products. What is the use of these products launched by Xiaomi? Which equipment will be connected later, it is worth further attention.