Smart bathroom after so many years of evolution, its C position product – smart toilet, finally ushered in the inflection point – 10% penetration rate. According to China Power Grid data, as of the end of 2021, China’s smart toilet penetration rate is only about 4%, and by March this year, Minsheng Securities released a research report pointed out that at present China’s smart toilet penetration rate of about 10%, China’s smart toilet penetration rate will meet the accelerated promotion, at present, first-tier cities/new first-tier cities/three or four tiers of cities and townships penetration rate sub-10%/5%/1%.
According to the theory of industrial life cycle, in a new product, a new business model market share of 10%, will enter the growth stage from the start-up phase, the market penetration rate increased significantly, will usher in the outbreak of the stage, that is, the inflection point.
What does 10% penetration rate mean? Its explosive power can be referred to under the new energy vehicles, 21 years in the first half of the new energy vehicle penetration rate of 10%, more than two years later today, the new energy penetration rate is to 30%, during this period, BYD and other independent car companies market value, sales that is called a skyrocketed, to the joint venture car pressed to the ground friction.
Friction sound, can’t help but remind me of the old money ran to Japan to stock up on toilet crazy look.
The supply side is also a hot, eyeball check APP shows that the enterprise registered name alone with the concept of intelligent sanitary ware-related enterprises up to more than thirty-two thousand.
When it comes to smart home, the capital market thinks of more ecological.
Intelligent bathroom is not exempt, what APP control, remote operation, interconnection and interaction, the whole of a smart space, as if not the whole point of flower work, you have to be constipated.After I experienced a variety of intelligent toilet products, I can only say that the intelligent level of the product can be, such as heating, flushing is very practical, intelligent networking level is not significant.UIOT has released a whole-house smart home grading standards, the degree of intelligence in this field is divided into five levels: L1 is a single product intelligence, L2 is the central control of intelligence, L3 is the scene of intelligence, L4 is the advanced intelligence, L5 is completely intelligent.
Smart bathroom products, more reflected in the single product intelligence level, it is difficult to talk about the ecological dimension, that is to say, still in the L1 level.At present, the concept of smart home ecology can be involved, mainly two types of enterprises:
One class is the operating system logic: for example, Xiaodu, Huawei, millet is more typical. Intelligent not only stay smart hardware itself, more is the underlying operating system level, software and hardware highly integrated, smart home ecology is also more complete.
Another category is the logic of the scene, such as home appliance companies, like Haier Smart Home, focusing on whole-house intelligence, although the software system advantage is not strong, but can’t help but people’s hardware sales are fierce, the volume of users is large enough, there is the possibility of making ecological.
The bathroom itself tool attributes are stronger, does not belong to the appliance track, itself is not like a home appliance business, and the intelligent era, can catch up with this wave of smart home wind, most of the home appliance companies.
Therefore, the current major sanitary ware brands, are among the giant ecosystem.For example, Wrigley sanitary ware and HUAWEI HiLink strategic cooperation, and Huawei Harmony OS Connect and Tmall Genie and other professional platforms to carry out cooperation. 2021, October, Jiu Mu and Huawei Terminal BG based on Hongmeng Zhilian and whole-house intelligent business, and gradually carry out the joint development of the bathroom space scene experience. 22, August Jiu Mu and Huawei Terminal Limited in Shenzhen signed a cooperation agreement. As early as 2019, Opie signed Huawei HiLink smart home ecology.
The significance of cooperation with the giant is to pave the way for their own intelligent products, on the one hand, with the giant brand to form synergies, more able to penetrate the user’s mind, after all, people are aware of to Huawei Hongmeng, but there is no experience of decorating the house may really not know Jiu Mu, Hengjie. On the other hand, it is also to make up for the pure tools products in the intelligent technology short board, only then may be better adapted to the new smart home ecology.
In the view of the Internet jianghu, from the traditional sanitary ware to intelligent sanitary ware, somewhat similar to the transition from black and white TV to color TV, more product experience level of upgrading; and traditional home appliance manufacturers to intelligent home appliance manufacturers, is the transformation of LCD TV to smart TV, not only the product, but also the transmutation of the ecology.
For the sanitary industry, “light ecological, heavy product” is the sanitary track in the wave of smart home, the innate short board.
Post time: Nov-13-2023
