The smartphone driven by artificial intelligence is one of the hottest consumer electronics products in the United States. Amazon.com Inc. (AMZN), Alphabet Inc. (GOOG) Google and Apple Inc. (AAPL) have launched their own smart speakers. If these producers think the US market is already crowded, then they should come to China to see.
In a month after Apple released its voice-activated console HomePod in June, Song Shaopeng, founder of Sugr Electronics Corp., a smartphone technology startup, received calls from three electronics manufacturers. Can help them make products similar to HomePod.
Li Haibo, vice president of Ximalaya, China's largest online audio sharing site, said more than 100 speakers have been converted to production smartphones in more than 300 speaker manufacturers licensed for Himalayan content. Shenzhen has a lot of smart speakers start-up company with his contacts, these companies are located within 20 minutes walk between each other, so he often arranged in the same cafe a day's meeting.
China's large technology companies also joined the competition. Alibaba Group Holding Ltd. (BABA) and smartphone maker Xiaomi Corp. launched their own smart speaker products this month. According to one executive, social media giant Tencent Holdings Ltd. (0700.HK) is also developing products called smart boxes. Search engine company Baidu.com (Baidu.com Inc., BIDU) also announced a similar with the Amazon Alexa voice system, the system can voice hardware.
From technology giants to manufacturers of consumer electronics, everyone believes that voice-over products are the gateway to the future, and future platforms driven by artificial intelligence will be able to control homes, cars and offices. For some people, the first wave of artificial intelligence seems to have been a bubble.
Himalayan Li Haibo said that this is definitely a bubble. Himalayan in June launched a smart speaker.
The number of Internet users in China almost no growth, the official data show that last year increased by 2.9%, Internet users online time has not changed over the past two years, 3.8 hours a day. Internet companies need new ways to attract users to participate, and smart speakers will look like the next big bright spot.
For the Internet giants, voice is seen as a key technology, the keyboard and touch screen after the new interaction between people and computers. For ambitious start-ups, smart speakers are an opportunity, like the mobile Internet era when the application. For electronics manufacturers, like previous laptops, tablets, smartphones and unmanned aerial vehicles, smart speakers may keep the production line running and continue to create sales.
Another reason to attract these companies to join the competition is that Amazon, Google and Apple's smart speakers do not have Chinese voice interactive features, and it is difficult to do it.
The past product boom has spawned an industry cycle that has been forecastable today. With the rapid assembly of similar products at a lower price to the market, the brand's profit margins will be squeezed. Think of laptops and smartphones.
But smart speakers are not just hardware, they need to carry complex software to identify and execute voice commands, to provide users with weather forecasts, traffic conditions, music, news, books and other rich content, as well as from the purchase to pay the service. Smart speakers also need to interact with the user, with the passage of time, but also to master the user's preferences.
This means a lot of research and development work.
Song Shao Peng said that this is like when you try to develop a smart phone in 2007, the results also need to develop Android operating system and mobile applications installed on mobile phones, this is not a small start-up companies can do.
The owner of the Himalayan Shanghai Zendai Ximalaya Network Technology Co. cooperates with the newly established artificial intelligence subsidiary of application developer Cheetah Mobile Inc. (CMCM). The latter recruited more than 200 engineers to develop software for this smart speaker.
Himalayan vice president Li Haibo said that the workload is very large. He said that they used more than 80,000 people's voice, to ensure that speakers understand people called "Xiaoya" is called it. Speaker shell of the fabric changed, the speaker voice recognition rate from 90% to 10%. They then used a month to rewrite the algorithm.
In addition to technology, according to industry insiders and investors, smart speaker manufacturers may be chasing an undeveloped market. Some people say that many Chinese who have recently been promoted to the middle class have never used speakers, let alone digital assistants, so they need to adapt to both things.
Electric business giant Jingdong (JD.com, JD) launched a smart speaker in 2015, last year sold 10 million units, is expected this year will sell hundreds of thousands of units. The price of this speaker in the RMB 179-998 yuan ($ 27-148), its sales revenue for the company is negligible, Jingdong 2016 total revenue of 260.2 billion yuan. AE power source Since the introduction of AliGenie smartphone (AliGenie) smart speaker, Alibaba's day cat buyers in the August 10 delivery date before the price of 499 yuan booked about 7,600 units.
Li Haibo said the Himalayan advantage is that, as an audio-sharing site, their 370 million registered users and 22 million daily users are natural smart speaker customers. The company launched in the Xiaoya speaker on the day of sales of 50,000 units, the price of 699 yuan, is expected this year will be 999 yuan price (including subscription services) sales of 100 million units.
In a month after Apple released its voice-activated console HomePod in June, Song Shaopeng, founder of Sugr Electronics Corp., a smartphone technology startup, received calls from three electronics manufacturers. Can help them make products similar to HomePod.
Li Haibo, vice president of Ximalaya, China's largest online audio sharing site, said more than 100 speakers have been converted to production smartphones in more than 300 speaker manufacturers licensed for Himalayan content. Shenzhen has a lot of smart speakers start-up company with his contacts, these companies are located within 20 minutes walk between each other, so he often arranged in the same cafe a day's meeting.
China's large technology companies also joined the competition. Alibaba Group Holding Ltd. (BABA) and smartphone maker Xiaomi Corp. launched their own smart speaker products this month. According to one executive, social media giant Tencent Holdings Ltd. (0700.HK) is also developing products called smart boxes. Search engine company Baidu.com (Baidu.com Inc., BIDU) also announced a similar with the Amazon Alexa voice system, the system can voice hardware.
From technology giants to manufacturers of consumer electronics, everyone believes that voice-over products are the gateway to the future, and future platforms driven by artificial intelligence will be able to control homes, cars and offices. For some people, the first wave of artificial intelligence seems to have been a bubble.
Himalayan Li Haibo said that this is definitely a bubble. Himalayan in June launched a smart speaker.
The number of Internet users in China almost no growth, the official data show that last year increased by 2.9%, Internet users online time has not changed over the past two years, 3.8 hours a day. Internet companies need new ways to attract users to participate, and smart speakers will look like the next big bright spot.
For the Internet giants, voice is seen as a key technology, the keyboard and touch screen after the new interaction between people and computers. For ambitious start-ups, smart speakers are an opportunity, like the mobile Internet era when the application. For electronics manufacturers, like previous laptops, tablets, smartphones and unmanned aerial vehicles, smart speakers may keep the production line running and continue to create sales.
Another reason to attract these companies to join the competition is that Amazon, Google and Apple's smart speakers do not have Chinese voice interactive features, and it is difficult to do it.
The past product boom has spawned an industry cycle that has been forecastable today. With the rapid assembly of similar products at a lower price to the market, the brand's profit margins will be squeezed. Think of laptops and smartphones.
But smart speakers are not just hardware, they need to carry complex software to identify and execute voice commands, to provide users with weather forecasts, traffic conditions, music, news, books and other rich content, as well as from the purchase to pay the service. Smart speakers also need to interact with the user, with the passage of time, but also to master the user's preferences.
This means a lot of research and development work.
Song Shao Peng said that this is like when you try to develop a smart phone in 2007, the results also need to develop Android operating system and mobile applications installed on mobile phones, this is not a small start-up companies can do.
The owner of the Himalayan Shanghai Zendai Ximalaya Network Technology Co. cooperates with the newly established artificial intelligence subsidiary of application developer Cheetah Mobile Inc. (CMCM). The latter recruited more than 200 engineers to develop software for this smart speaker.
Himalayan vice president Li Haibo said that the workload is very large. He said that they used more than 80,000 people's voice, to ensure that speakers understand people called "Xiaoya" is called it. Speaker shell of the fabric changed, the speaker voice recognition rate from 90% to 10%. They then used a month to rewrite the algorithm.
In addition to technology, according to industry insiders and investors, smart speaker manufacturers may be chasing an undeveloped market. Some people say that many Chinese who have recently been promoted to the middle class have never used speakers, let alone digital assistants, so they need to adapt to both things.
Electric business giant Jingdong (JD.com, JD) launched a smart speaker in 2015, last year sold 10 million units, is expected this year will sell hundreds of thousands of units. The price of this speaker in the RMB 179-998 yuan ($ 27-148), its sales revenue for the company is negligible, Jingdong 2016 total revenue of 260.2 billion yuan. AE power source Since the introduction of AliGenie smartphone (AliGenie) smart speaker, Alibaba's day cat buyers in the August 10 delivery date before the price of 499 yuan booked about 7,600 units.
Li Haibo said the Himalayan advantage is that, as an audio-sharing site, their 370 million registered users and 22 million daily users are natural smart speaker customers. The company launched in the Xiaoya speaker on the day of sales of 50,000 units, the price of 699 yuan, is expected this year will be 999 yuan price (including subscription services) sales of 100 million units.
Li Haibo said that as for many influx of smart speaker market competitors, he believes that 80% -90% of the company will collapse next year.
