Do not neglect the technical ability, let alone underestimate the ability to sell goods.
Ali shot, choked Xiaomi ’s imagination, and covered up Baidu ’s rare highlights.
On April 17, Kuwei, Vice President of Alibaba Group, announced that the official resource integration of Alibaba Cloud IoT and Tmall Genie will jointly develop the AIoT industry, involving 3C, Digital, large and small appliances, home improvement and other products track.
For this reason, Alibaba will invest billions of resources to start the “Elf Partner Program” and build the “Elf Wonder” brand series. Hundreds of tens of millions of smart new products such as innovation and sales channels.
Alibaba Cloud ’s IoT and Tmall Genie have a long history of resource integration. In January of this year, Alibaba announced that it will upgrade the artificial intelligence laboratory Tmall Genie business to an independent business unit, under the responsibility of Alibaba Cloud IoT head Ku Wei, and Ku Wei continues to be responsible for Alibaba Cloud IoT business unit. It now appears that unified management is preparing for business integration.
China ’s smart speakers have been developing since 2017 and have experienced subsidy wars and ecological battles. The current market pattern is beginning to show. IDC data shows that shipments of Tmall Genie increased by 87.9% year-on-year to 15.61 million units in 2019, ranking first in the Chinese market, followed by Baidu and Xiaomi. Ali’s Internet of Things strategy has also transitioned to the AIoT stage.
Ali is strongly supporting AIoT. As a serious player in this field, Xiaomi and Baidu should be the first to get nervous.
In early 2020, Lei Jun issued an internal letter saying that Xiaomi ’s investment in AIoT will increase from 10 billion yuan in 5 years to 50 billion yuan in 5 years, and proposed Super Internet strategy of “5G + AI + IoT”.
For Xiaomi, in the context of the decline in global smartphone shipments, its mobile phone business is facing challenges, and IoT has undertaken more growth tasks. 2019, XiaomiThe proportion of mobile phone business revenue decreased by 5.8 percentage points, while the proportion of IoT revenue increased by 5.1 percentage points.
Baidu, through a large amount of subsidies, the small-scale speakers were sent to the second position in the market. It has entered the stage of commercialization, while expanding more content, while Launched services such as paid membership. For Baidu, which has quickly fallen behind in recent years, smart speakers are its rare business highlight.
In the competition of smart speakers, players are competing for a new generation of traffic entrances. The amount of sales determines how many entrances companies can finally control. In the first game, the Tmall Genie wins, and the help of the Tmall platform is indispensable.
Comparing Xiaomi and Baidu, selling products is Ali ’s strong point, especially new products. The reference data is that the number of new products released by Tmall in 2019 exceeded 100 million yuan. , Tmall Genie cooperated with Ksolo, a customized wall-breaking soymilk machine, to sell 30,000 units on Double 11 Day.
At present, Ali has begun to focus on its own advantages and exert force on AIoT. Xiaomi and Baidu also need to make early decisions.