When Turing robots and ROOBO successively launched their own robot systems, Tencent also started to build a robot platform. The era of “brush machines†that look like robots is approaching. Of course, the "brushing machine" we talked about here is not a simple brushing system, but a robotic industry path such as system, hardware, service, etc. that are independently collaborated. It is a good thing to pack the system and the mainboard solution to form a standardized and mature integrated solution for hardware manufacturers to simplify and speed up the landing of robotic products.
Through the multi-faceted communication and exchanges between the smart stuff and the industrial chain, based on the investigation and data base of the current status of the domestic robot market, we have conducted a more in-depth analysis of the vision of the “system standardization of robotsâ€, and the patterns and contexts have been presented. Obstacles follow. Perhaps the realistic sensibility is not enough to support the weight of the platform, but we also see a lot of hope and possibility from the landing of real cases.
The consumer robots we refer to here usually refer to the current mainstream market-oriented products such as family escorts and children's education. After 1-2 years of development, these products have developed to a certain scale, and their predecessor forms can be traced back to the children's stories. , tablet or child learning machine.
First, market status: annual shipments below 100,000 units
In recent years, related technologies such as voice interaction, IoT connectivity, cloud services, and big data have developed rapidly, which has effectively promoted the product landing and market improvement of the robot industry. However, there are no shortages of risks and challenges in the Blue Ocean market.
Through in-depth investigation and analysis of dozens of existing entrepreneurial brands, we have found that the homogenization of robots for tablet, desktop, and story models is still relatively obvious. There are following trends:
1) In terms of user population, early childhood education and companionship products occupy an important proportion and demand for domestic consumer robots.
2) At the functional experience level, the human-computer interaction model still lacks autonomy and fluency. The accuracy of identification needs to be improved and the content becomes an important back-end competitiveness.
3) In terms of sales volume, the annual sales volume of domestic brands is basically below 100,000 units, and the main channels are still dominated by the domestic market. The ideal results are concentrated in the range of 50,000-60,000 units.
4) At the price level, products below the thousand yuan level are more likely to form a certain sales scale, while products with price ranges of 1,500-2,000 yuan and over 2,000 yuan will generally not exceed 30,000 units in annual sales.
5) In terms of product maturity, voice interactive technologies are the first to be launched, and technologies such as visual recognition and deep learning are gradually being integrated. However, it is constrained by the slow development of the system and the difficulty of integrating the supply chain. The product promotion cycle is long.
The general technical force team, from the prototype launch to the actual product landing, usually needs to toss about for a year and a half. It misses the current demand trend and even faces the survival difficulties.
Overall, the rise of artificial intelligence technology has spawned the development of the robot industry, but everything is still in its early stages. However, there is no lack of courage in the promising direction. Despite sales figures and profitability points are not encouraging enough, but firm belief and capital support have also given birth to the successors.
When the single product model is difficult to break through, system/platform-style gameplay has begun to bear fruit.