Who will become a giant crocodile in the Internet of Things era?

It must be said that today's Internet of Things industry has passed the starting stage. As stated by Gartner's technology maturity curve, the Internet of Things is about to enter a period of steady growth, that is, the “on the road” stage. As for the end of the Internet of Things industry, senior practitioners believe that the Internet is similar to today's Internet. The industry chain is clear, but when it comes, we cannot accurately predict, but the next 3-5 years will directly determine who the IoT companies can Laugh to the end. Just as Chai Peixi, deputy general manager of Sunspot Information Technology (Shanghai) Co., Ltd., who has worked in the Internet of Things for seven years, said that these years may be the most difficult stage to go.

The final industrial landscape of the Internet of Things: clear division of technology, equipment and application vendors

According to Gartner's technology maturity curve, the Internet of Things industry has ushered in a stable development period. However, as far as we can see, after a round of reshuffle, the IoT companies that are still alive are still in a period of adjustment. Do you have any different feelings as a company in which you are located?

Chai Peixi: This is the number of companies you have contacted, and it is more macroscopic. However, as far as our sunspot technology itself is concerned, we often encounter business that we have to do in the process of development. For example, my ultimate goal is 10, but some people in 1 to 9 have no one to do, can't find a partner, so we can only do it ourselves. This may also be the case for most IoT companies at this stage.

Generally speaking, like the enterprises that have been in the Internet of Things industry for six or seven years, basically everyone can see that the Internet of Things may end up providing the technology of providing technology and doing equipment like the Internet. Equipment, do application application. But from this stage, the technology is just complete, the equipment intelligence has just begun, and the way to the final destination, how to go, is how to step by step to that time, in fact, it is a difficult exploration.

To be more profound, Heizi Technology is an app store that hopes to build an IoT terminal. In this store, there are a variety of applications, such as music, social, shopping, games, office, recipes, face recognition and so on. Users want to use any application service in any hardware device, they can "open" the application (because the Internet of Things era, the application operating system is running in the cloud, so users do not need to download the application to the local, just switch can). For example, if the user likes to listen to music while working in the office, he can open related music applications on the desk; like to let the refrigerator automatically buy food, you can open the relevant grocery shopping application on the refrigerator; I hope that the door lock has the function of face recognition. This function is turned on in the door lock, and it is hoped that the cat's eye has the function, and the function is turned on the cat's eye.

In other words, we believe that the mature Internet of Things, all applications are not owned by the device, but can be turned on and off instantly; the device has basic networking, data acquisition and real-time execution functions, that is, "with implementation-related applications" Ability". For example, if the user wants to open the face recognition function on the door lock, the door lock must have a camera and have the ability to interact with the cloud. If these are not available, the user will be confused. At the same time, users want to open the application of buying food on the refrigerator. The refrigerator should be connected to the cloud at least, and the local information can be uploaded to the cloud.

However, the reality makes us unable to get in one step, so now we are still providing intelligent solutions for functional hardware. Because the intelligent upgrade of functional hardware is not completed, we cannot build a “superstructure”.

As for the final industrial structure of the Internet of Things, in fact, as you mentioned in the previous article (from IOT to IOE, which indicates the IoT industry roadmap?), it must be a technology vendor, equipment manufacturer and application service provider. The division of labor is clear.

Who will become the next generation of giant crocodile

Some time ago, Ma Yun said at the Yunqi Conference that "the e-commerce will disappear." In fact, we have had relevant opinions in an article at the beginning of this year (from the giants around the wit cloud, see the Internet old guns and the Internet of Things rookie contest). We believe that the root cause of the disappearance of e-commerce is the shift in resources brought about by the Internet of Things. For example, in the Internet era, e-commerce companies have mastered channel resources and mastered the channels of interaction between people and things, so they have mastered the users. In the era of the Internet of Things, the items themselves changed, from functional products to intelligent products, and the changed items can interact directly with people. And those companies that implement intelligent changes in goods will become new resource owners. At that time, even with the emergence of new e-commerce, it was in a different form from the e-commerce in the Internet era. Giant crocodile will also reshuffle. Your goal is to be an app store in the Internet of Things era. The goal is to go to the giant crocodile. How do you view this problem?

Chai Peixi: Tell me my personal opinion. Judging from the final pattern of the Internet of Things industry just mentioned, first of all, if there is already a giant crocodile, or a company that is already a giant crocodile, there will be one or several chips at the chip level, such as the Internet of Things. The field of communication technology.

At the operating system level, there will be several. The operating system of the Internet of Things is not the same as that of mobile phones. It is generally believed that there is a cloud operating system and a local real-time operating system. As mentioned earlier, the app does not need to be downloaded or deleted, but is turned on or off. At present, there are 20 companies competing in this level, and who will win in the end is hard to say now. Because for the operating system, as long as the document is easy to understand and easy to use, it can win.

At the app store level, we decided that there will be a few. There are a few things that are being done now, but they are all in their infancy. The problems encountered are just as they have been said. The current level of infrastructure is far from the point where it broke out.

The data service level will definitely appear. This involves big data transactions. The road for such companies should be longer because the current amount of data is too small. I am afraid that only big data can be called the e-commerce data, but who can get the data?

There may be some reshuffles at the hardware equipment level. Some traditional manufacturing companies may disappear, and a number of new enterprises will be produced. Therefore, there will certainly be some new giants in the manufacturing industry.

At the same time, there will definitely be a lot of various applications, such as the refrigerator that I just talked about; maybe the wardrobe can be used for shopping; the bed gives feedback to your refrigerator every day; you can have a meeting with the team through the range hood. and many more. These areas may not be able to say big crocodile, but some star companies will definitely have it.

For example, some of our peers clearly stated that his goal is C, but he found that the necessary condition A of C has not been completed. If he does C directly, he will face a shortage of money, and doing A may bring benefits, so he will save the country by curve. A to raise C, but this is easy to go wrong. So this is also the place where our sunspot technology is always alert during development.

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