The Internet landscape in China has long since changed. In the past, the BAT era has entered the current TA (Tencent and Alibaba) duopoly. Despite the fact that people are still used to calling BAT in the Internet map, the market value is very different. Baidu's market value is 76.5 billion. In U.S. dollars, Alibaba's market value was US$429.8 billion, and Tencent's market value was as high as 3.86 trillion yuan (about US$492 billion). TA was among the top 10 in global market capitalization, and Baidu, which is less than US$100 billion, lags behind Tencent and Ali.
Artificial intelligence era
The mobile Internet has been flourishing for many years. Tencent and Ali have become among the top ten global companies in this golden age. With the development of information technology, now entering the new era of the Internet of Things, the Internet of Everything becomes the foundation of the Internet of Things, and everything has the ability to become the core. This will rely on the application of artificial intelligence technology to provide counter-attack opportunities for Baidu. As the first domestic Internet giant to transform into artificial intelligence, it is expected to change the Chinese Internet landscape.
With artificial intelligence enabled, the human-computer interaction is more natural, and the equipment will better understand our world through image recognition technology. Even AI technology-built robots will work for humans, and humans will have plenty of time to do their own likes and interests. The bright future lies in the widespread application of AI technology. The industry also believes that AI technology will become a social infrastructure like water and electricity. Winning artificial intelligence will win the consensus of the industry.
At present, artificial intelligence has become the largest outlet. Before artificial intelligence became a hot topic, Baidu took the lead in transitioning to artificial intelligence. There is an AI Corps with a scale of up to 2,000 people, making Baidu's AI technology a global leader and can be used with Amazon, Google, etc. The giants headed for the fight are among the Internet giants in the world, and the AI ​​technology is the strongest.
But the beautiful artificial intelligence is facing the embarrassing situation. In addition to improving many existing Internet products, the forward-looking application still has a long way to go. The large-scale popularity of driverless cars is still far away. Robots are human-end teas. Pouring water to achieve natural interaction with human beings is far beyond reach. At present, we can see that all kinds of service robots are more natural language processing, and there is still a long way to go to achieve natural language understanding. We must let robots have human thinking. Consciousness is still out of reach and can only exist in sci-fi movie scenes.
Artificial intelligence accelerates the popularity of smart homes
The difficulty of landing artificial intelligence is an industry problem. The industry continues to explore and advance into more application scenarios. For example, Amazon artificial intelligence assistant Alexa is the most popular digital assistant in the world. Many global brands are compatible with and embed Alexa assistants, and carry Alexa's Amazon. Echo became the world’s highest-selling smart speaker. Amazon’s market value also surpassed Google’s and became the second largest company in the world, second only to Apple.
Thanks to Amazon Echo's popularity in the United States, smart speakers have become the smartest hardware in the moment, including Google and Apple. GoogleHome is second only to Amazon. Due to the success in the US market, domestic manufacturers are competing to launch their own smart speakers. Looking forward to this speaker hardware to snatch smart home entrance to form a hundred "box" war situation, and even self-inflicted, it is claimed to be the domestic version of Amazon, of course, the last bit of feathers.
However, from the perspective of smart home application scenarios, Amazon and Google have become the global wind vane in terms of smart speaker shipments and market share. Thanks to the smart home industry for many years, various smart devices have entered our home scene, from the TV. Appliances such as refrigerators, refrigerators, etc., and traditional equipment such as door locks and light bulbs become intelligent devices under the trend of intelligence. As long as you like, you can DIY a set of smart life scenarios and use artificial intelligence voice assistants to realize human-computer interaction. The voice controls various applications, and through the application of AI technology, the device has the ability to learn. For example, as long as your lifestyle does not change, the device can perceive the user's needs according to lifestyle habits, reach a non-inductive service, and actively provide relevant information for the user. service.
In the trend of smart home development, especially in the United States families favored by users, as early as last year for the United States smart home survey report shows that the United States family smart home penetration rate as high as 58%. Smart home products such as home security, smart speakers, thermostats, and lighting products have grown rapidly, and the U.S. market has led the industry.
Under the promotion of Haier, Huawei, Baidu and other giants in China, smart home development has also entered the fast lane, including Haier's complete set of smart homes, and then to Baidu, making friends and actively promoting the construction of artificial intelligence and smart home ecosystem. Let AI technology land millions of families, and Cameron, Huawei, Haier and Midea have reached strategic cooperation, using IoT + AI to drive people's smart life to be realized.
At the same time, Baidu is also promoting the construction of a smart living ecosystem by investing in mergers and acquisitions, from the acquisition of graffiti to KITT.AI, from investment in meters to one billion yuan to investment in Skyworth's companies, and to strategic investment in small fish at home. Through the signing of various strategic cooperation between Daxie Investment and various producers, even Li Yanhong personally stands, the core behind this is to promote the AI ​​technology, DuerOS, through extensive cooperation into the family scene of ordinary people, and to give Wall Street access to Baidu's AI landing capability.
The beautiful world is confronted with cruel reality. After high-level strategic cooperation, the two sides face difficulty in landing after shaking hands. In fact, each manufacturer has its own “small ninety nine†behind various kinds of cooperation. It is also just a tentative one. Both products landed. For any manufacturer, whether it can help sales, user experience, good reputation and many other factors before deciding on the next step in cooperation space, but in the early years of Xiaomi's strategic interest in 1.266 billion yuan, the ultimate cooperation in smart home hardware is not big. In terms of scale, overall, home appliance manufacturers are relatively conservative in their cooperation, and it is impossible to access the full range of products without reservations. For Baidu, it takes a long way to cultivate and expand the smart home ecosystem.
At last
The trend of smart home development is unstoppable, and it also caters to young people’s pursuit of a better life. Technology life has become the choice of more and more young people. The industry is expected to usher in a period of vigorous development. IDC expects that the global market scale will reach 277 billion by 2022. Around US$, equivalent to RMB 1.7 trillion.
Baidu has actively explored AI technology in areas such as driverless, transportation, finance, and medical care, and smart homes have also become a top priority. To this end, we continue to integrate internal business units and set up smart life business groups. As the general manager of the business group, in order to promote the speed of landing AI technology in smart homes, Baidu will promote the popularity of smart homes.
So, can this smart home market with trillions of scales help Baidu catch up with TA (Tencent and Ali)?
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