Cloud vendors who don’t understand their customers will eventually "disappear", and industry cloud will become the future trend | Super View

 In the final analysis, those cloud companies that have gone bankrupt or acquired that cannot survive independently are "disappearing" because they cannot match the demands of customers.

Look at business with a point of view. Super viewpoints come from the cutting-edge observations of practitioners of new business.

In 2006, Google CEO Eric Schmidt (Eric Schmidt) first proposed the concept of "Cloud Computing" at the Search Engine Conference (SES San Jose 2006). It was also that year that Amazon launched AWS, a cloud-based service platform. 

In 2008, the cloud industry began to welcome many heavyweight players, including traditional hardware vendors IBM, HP, Cisco, Intel, etc., software vendors Microsoft, Oracle, VMware, Internet giant Google, and domestic cloud vendor leader Alibaba . Enter the cloud computing industry. Up to now, cloud computing has become the most important IT infrastructure today.

The cloud industry has developed for more than ten years, with giant companies betting, innovative companies flooding in, and the law of survival in the jungle that swallows small forces has also emerged in the cloud computing ecosystem. Many cloud computing-related vendors fell into the rushing wave, some were swallowed up by giants, some fell into the funding gap, and some were lost in the choice of directions, lost their peers and comrades, and went to ruin.

The question that arises from this is, what value cloud vendors does the market need? What should cloud vendors do to continue to develop in the next stage of cloud computing?

Recently, 36 krypton interviewed Beijing Teamsun Technology Co., Ltd. (hereinafter referred to as "Teamsun Group") Tiancheng Cloud coo Wang Feng, a digital transformation enabler and listed company. answer.

Teamsun Tiancheng was established in Beijing in 1998. Its main business is to provide global customers with leading cloud computing solutions and industry-based digital services. Currently, more than 20 Teamsun holding or shareholding company, now has three listed companies: Teamsun Technology ( Shanghai Stock Exchange listed company: 600410), ASL Company (Hong Kong Stock Exchange listed companies: 0771) Hong Kong, the United States Grid Dynamics (US Nasdaq listed company: GDYN). Teamsun’s business organizations cover 33 cities in 9 countries and 31 delivery centers around the world, with more than 5,000 employees, and serving more than 16,000 customers in more than 10 important industries.

 The following is Wang Feng's dictation (edited):

Customers’ demands for “cloud computing” have not changed, but vendors have become more catering

Established in 1998, it entered the cloud computing business in 2010. After more than 20 years, Teamsun has transformed from an IT integrator to a comprehensive cloud computing service provider. It has truly witnessed the changes in the IT architecture of different industries in China. Local server, data center, private cloud, public cloud, hybrid cloud.

From the perspective of enterprise customers, their needs have always been a faster, more agile, safer, and lower-cost underlying architecture to better support the development of the upper-level business. This demand has never changed.

What has changed is manufacturers, who are becoming more proactive in catering to customer needs. In this process, manufacturers will continue to adjust technical strategies, product strategies, and market ecological strategies. Whether it is self-research, direct sales, or integration, the ultimate goal is to better meet customer needs. 

So, in the final analysis, those cloud companies that either went bankrupt or were merged that could not survive independently, the fundamental reason for "disappearing" is that they cannot match the demands of customers. For example, the technology is too weak to catch the mainstream advanced technology, and it is impossible to develop high-end products that better meet the needs of customers; the team is turbulent and cannot maintain continuous delivery of customer products; the market strategy is wrong and it is difficult to withdraw funds; or the product line It is difficult to meet customer needs independently and so on. 

From another perspective, it is not easy to really meet the demands of customers. In Teamsun’s view, at least the following three points should be done:

• The first is to understand the scenario; applications start from the scenario, and the manufacturer must first understand the different business scenarios of various customers and how he wants to optimize the business. For example, the businesses of government, energy, finance, operators, and logistics companies are not the same. Taking logistics companies as an example, there are big differences in scenarios between international logistics, domestic logistics and intra-city logistics, which service providers must understand.

• The second is the heavy industry; above the scene is the industry. Except for large platform-based manufacturers, most manufacturers only have the ability to concentrate on one or two or three major industries. To understand an industry thoroughly, manufacturers must understand the upstream and downstream relationships of the industry, have a good grasp of the business and IT architecture of each player in the industry, and must also understand the overall trend of the industry. Various technologies and solutions can produce What kind of effect is clear to the chest. For example, in the operator industry, the leading MSP "AsiaInfo Group" in the operator industry can fully understand the business and needs of the three major operator headquarters and branches in various provinces, prefectures and cities. 

• The third is fine service; whether it is integration or direct sales, service is still the core competitiveness of manufacturers. Although the needs of customers have not changed, they have become increasingly demanding. Teamsun Tiancheng acts as an agent for integration. A very important responsibility of an integrator is actually to do maintenance. Maintenance is a kind of service. This is also the difference between IT integrators or cloud hosting service providers (cloud MSP) and traditional vendors of the same kind. In traditional integrators, the main focus is on channels and customer relationships. The practice of cloud is more complicated, and customers' understanding of "cloud" is still in the popularization period. All-round service has become an important criterion for customers to evaluate vendors. In addition, platform-based cloud vendors are actually natural integrators. Their emergence has actually impacted the market of traditional integrators. For such vendors without transformation, they can only "die", and service transformation is the most important one. section.

For Teamsun itself, with the accumulation of customers in the industry for more than 20 years and the financial support of listed companies, we have the confidence to say that we can "understand the scene" and "focus on the industry", and "excellent service" is what we want to continue to improve. direction. In the past three years, the growth of our cloud business has been basically 30% to 50% annually. 

Today, we need to understand customers better. A typical trend is that more and more customer requirements are based on business, and there is less and less attention to technology and hardware. As a service provider, you must be able to focus on the customer's business. The optimization and adjustment of your core business logic, the speed of innovation, and the management method should all be based on the customer's perspective. 

At the same time, technology and solutions are still the foundation. It can be seen that cloud native and multi-cloud are the overall trend of the industry. Ms. Li Wei, deputy director of the Institute of Cloud Computing and Big Data, China Academy of Information and Communications Technology, once gave a speech on "China Cloud Computing Development Status and Trends", which mentioned many Enterprises are using containers, microservice clouds and serverless native technologies. Starting from virtualization, cloud computing development technologies are getting closer and closer to application layer development and deployment, including the progressive relationship between containers and microservices, so the cloud native industry rate is also Continue to climb. Multi-cloud will inevitably become the first step in the digital transformation of many traditional enterprises in the era. The proportion of enterprises using hybrid cloud has continued to rise for many years. More than 60% of enterprises are using multiple public clouds or a hybrid architecture of public and private clouds.

If cloud vendors want to continue to develop, they cannot deviate from this trend. In this regard, Teamsun has adhered to its technical product positioning of "heterogeneous hybrid multi-cloud" since 2017. In September of this year, Teamsun Tiancheng released a new "Tiancheng Cloud", which is a new solution designed based on the development trend of cloud computing, the technical positioning of heterogeneous hybrid multi-cloud, and the core elements of "understand the scene, focus on the industry, and refined service". On the one hand, at the infrastructure level, it provides services including infrastructure and software construction, deployment, and migration operations; on the other hand, at the industry application service level, it also provides services including smart manufacturing, smart cities, smart parks, finance and cultural Cloud solutions and cloud operation services for travel and other industries. 

Industry cloud is the next opportunity for "cloud computing" 

With the development of cloud computing for more than ten years, we have been able to see the vertical and horizontal competition changes in the overall industry . At the IAAS layer, the basic pattern has been preliminarily determined. We judge that the future market will be dominated by several major general cloud vendors plus a number of industry cloud vendors. The purely private cloud vendors will eventually "die" or become private companies. The executive power of cloud or hybrid cloud strategy. "Only public cloud" is a long-term trend. This development trend can now be seen in Europe and the United States. They firmly believe that public cloud will dominate the world, and there is no need for decentralized privatization deployment and delivery. SAAS layer vendors are in the United States There are also reasons for better development. 

So why is there a market for industry clouds? This is related to China's national conditions. Customers in every industry in China are complex, and public cloud companies cannot cover them one by one. In addition, these large industries have large-scale characteristic ecosystems. These ecosystems often exist around large-scale industry leaders or organizations. These leaders and organizations themselves are cloud users, and at the same time are in the same school as small and medium-sized industry participants, closer and more understanding. They can better meet their needs. 

Now we have seen the emergence of such industry clouds, such as the UnionPay cloud in the financial industry, which is mainly for upstream and downstream partners in the payment-centric industry; BYD's BYD cloud service in advanced manufacturing. 

Compared with public clouds, industry clouds pay more attention to services and ecological radiation. Industry cloud is also an opportunity for cloud service vendors, because the construction of industry cloud still requires cloud computing professionals to do, and customers who can build and manage industry clouds must be leading giant enterprises. Such enterprises often cannot accept a single public cloud solution. Tend to adopt a hybrid multi-cloud architecture. In addition, the purpose of these companies to build a cloud is for service business development rather than the output of underlying cloud computing and cloud resources. The construction and management of the underlying resource pool, as well as helping business applications run better in the cloud, are exactly what cloud service providers can meet. 

But it needs to be clear that there will not be too many industry clouds. The survival of the industry cloud requires a large-scale ecological support, so it can only exist for a long time in highly concentrated and large-scale industries, such as the financial industry, automobiles, steel, government affairs, and operators. 

With the continuous advancement of "new infrastructure", technologies such as the Internet of Things and artificial intelligence will continue to penetrate the industry, the demand for cloud computing will also become stronger, and the scale of the industry cloud market is gradually expanding. The market research organization IDC released the "China Gold The "Finance Cloud Market (Second Half of 2019) Tracking" report shows that the scale of China's financial cloud market reached US$3.34 billion in 2019, a year-on-year increase of 49.6%. Among them, the financial cloud infrastructure and cloud solutions market basically maintained simultaneous growth, with growth rates reaching 50.0% and 48.6% respectively. In terms of manufacturing, according to data from the National Institute of Intelligent Manufacturing System Innovation, the market size of China's cloud manufacturing industry reached 93.38 billion yuan in 2018, a year-on-year increase of 30.4%. In 2019, the market size of China's cloud manufacturing industry reached 120.84 billion yuan, a year-on-year growth rate of 27.9%, and it is expected to continue to increase at an average growth rate of 26% in the next three years. 

Co-construction and co-operation of industry cloud delivery and operating systems for industry giants is also the key business direction of Teamsun in the future.

Huawei sells glory as a whole and no longer holds any shares

 

Huawei: In order to continue the glory channel

The boots finally landed.

On November 17, according to the "Shenzhen Special Zone News", a number of companies issued a joint statement. Shenzhen Zhixin New Information Technology Co., Ltd. has signed an acquisition agreement with Huawei Investment Holdings Co., Ltd. to complete the comprehensive acquisition of the business assets related to the Honor brand. After the sale, Huawei no longer holds any shares in the new glory company.

The statement pointed out that the acquisition is not only a self-help and market-oriented investment initiated by the glory-related industry chain, it can maximize the protection of the interests of consumers, channels, suppliers, partners and employees; it is also an industry complementarity. All shareholders will Fully support New Glory, so that New Glory can draw on the advantages of all parties in terms of resources, brand, production, channels and services, and participate in market competition more efficiently.

Joint Statement Picture source: "Shenzhen Special Zone News"

Previously, 36 Krypton had exclusively reported that Huawei plans to package and sell the Honor mobile phone business at a price of 100 billion yuan. The deal is expected to be announced this Sunday as soon as possible.

According to public information, Shenzhen Zhixin New Information Technology Co., Ltd. was established on September 27, 2020. It was jointly invested and established by Shenzhen Smart City Technology Development Group and more than 30 glory agents and distributors, including Tianyin Communication Co., Ltd. , Suning Tesco Group Co., Ltd., etc. Business projects include development, production, sales: communications and electronic products, computers, etc., with a registered capital of 100 million yuan.

In addition, Huawei also issued a statement stating that at a difficult time when industrial technology elements are unsustainable and consumer business is under tremendous pressure, in order to allow the continuation of Honor channels and suppliers, Huawei Investment Holding Co., Ltd. decided to sell Honor business assets as a whole and acquire The party is Shenzhen Zhixin New Information Technology Co., Ltd. As for the glory after the delivery, Huawei does not own any shares, nor does it participate in management and decision-making.

Honor is a brand established by Huawei in 2013. In April this year, the Honor brand became independent from Huawei's system and became a wholly-owned subsidiary of Huawei. Due to chip constraints, Huawei's mobile phone market is gradually shrinking. According to data released by Canalys, mobile phone shipments were 51.7 million units in the third quarter of this year, down 23% year-on-year.

However, the current Huawei chip dilemma is being resolved. On the 15th, Qualcomm announced that it has been approved to supply 4G chips to Huawei. In addition, chip manufacturers such as Intel and AMD also said they have obtained Huawei's supply license.

Realize L2+ mass production and invest in new research and development, "CalmCar" completed 100 million yuan B1 round of financing

 CalmCar announced that it has completed a 100 million yuan Series B financing led by CICFH. This round of SAIC Hengxu and SAIC California Ventures continues to increase their capital.

BLESSING as Granville (CalmCar) (hereinafter referred to as "CalmCar") announced the vote was completed in the Central fiscal stone dragon's capital in September, Hong Kong's source of capital one hundred million yuan B1 round of financing co-lead investor, this SAIC Hengxu and SAIC California Ventures continued to increase their capital, and funds such as Shihu Fund and Huacheng Venture Capital followed suit. This round of financing will be used to expand the scale of high- and low-speed intelligent driving system software and hardware mass production, product research and development, the establishment of the East China R&D center, and the large-scale expansion of the Shenzhen aftermarket division.

On November 9, the Passenger Car Market Information Joint Conference released the latest data showing that the retail sales of the passenger car market in October was 1.992 million units, an increase of 8% year-on-year, achieving a high growth rate of about 8% for four consecutive months in the past two years speed. In terms of new energy vehicles, wholesale sales in October exceeded 144,000 units, a year-on-year increase of 119.8% and a month-on-month increase of 15.9%. The continuous expansion of the passenger vehicle market and the growth of the new energy vehicle market are conducive to stimulating the development of China's automobile-related industry chain, and it also brings opportunities to hardware and software manufacturers surrounding the smart travel industry chain.

CalmCar interviewed by 36Kr is a manufacturer of software and hardware systems focusing on intelligent driving related technologies. "Tiantong Weishi" was established in 2016. Its main products surround visual perception, driver behavior analysis, parking and DSSAD systems, serving OEM and Tier1 L2+ to L4 intelligent driving mass production platforms.

CalmCar told 36氪, “The forward and weekly perception system is a multi-camera fusion perception solution that helps the smart card to achieve L4 intelligent driving in the port area. It can currently achieve intelligent driving, centimeter-level positioning, precise parking, Interaction with automated port machinery equipment and other functions. At the same time, it has cooperated with many commercial vehicle parts suppliers to mass-produce ADAS. In the field of passenger vehicles, it has cooperated with many OEMs and Tier1 to develop 5RNV solutions to meet high-speed and urban intelligent driving Functional requirements, currently serving 6 mass production projects."

In addition, CalmCar's products also include an autonomous parking system. Based on a vehicle-level mass production platform, it can provide key components of autonomous parking and valet parking, and overall solutions based on customer needs. . CalmCar's self-developed Date Storage System for Autonomous Driving Vehicle (DSSAD) has provided products to many international Tier1, domestic OEMs and third-party testing agencies to support road testing and demonstration operations of smart driving vehicles. At present, the mandatory national standard of DSSAD is being established, and Calmcar will work with national standard participating units to jointly develop the "black box".

Smart driving recorder DSSAD

36 Krypton learned that "Tiantong Zhixing" is a subsidiary of Calm Car . Its after-installation commercial vehicle and operating vehicle supervision system is dedicated to providing customers with algorithm licenses, core boards and complete solutions. At present, it has in-depth cooperation with upstream head chip manufacturers to complete algorithm migration on the full range of chips for Android and Linux systems, and complete development and mass production on various mainstream solution platforms such as CPU, NPU, and GPU. The advantages of online car/taxi, bus, freight vehicle and two-passenger-one-risk equipment are small memory usage and strong integration. It has reached long-term cooperation with major operating companies and has shipped more than 200,000 sets. "

Intelligent networked early warning equipment

In 2021, the autonomous parking system of "Tiantong Weishi" will be mass-produced on 9 independent brand passenger cars and passenger car platforms of foreign mainstream brands; the data recording system for autonomous vehicles is expected to be 2021 The annual installed capacity reaches 10,000, and dozens of models are adapted.

The realization of ADAS technology depends on AI component manufacturers and traditional vehicle manufacturers to play their respective advantages, in-depth interaction and cooperation and division of labor in the core links of the industrial chain. There are hundreds of ADAS technology startup companies in China, such as Minieye, Jimu Intelligent , MAXIEYE, Yihang Intelligent, etc.

Continue to focus on industrial AI vision platform services, "Aqiu Technology" completes US$20 million in Series B financing

 Its standardized product AIDI has received orders from Foxconn and Luxshare Precision in the precision manufacturing industry.

 Akiu Technology , an industrial AI vision platform service provider, announced the completion of US$20 million in Series B financing. Xianghe Capital led the investment, and the old shareholders DCM and Legend Capital followed in the investment. This round of financing will be mainly used to increase core product research and development, expand delivery and sales teams, and provide better products and services to customers in the domestic industrial AI vision market.

Akiu Technology was established in 2017. The core team comes from the artificial intelligence laboratory of Tsinghua University, focusing on the research and development of artificial intelligence and industrial machine vision core technologies. The industry-oriented AI vision platform that has been launched currently covers subdivision scenarios such as 3C, automotive, semiconductor, and logistics, and provides enterprises with functions such as defect detection, character recognition, complex classification, and target positioning.

Akiu disassembled the industrial AI vision landing process into standardized steps, and through the visual interface, users without programming knowledge can complete AI model training and deployment according to their own business scenarios. Aciu standardized products AIDI Foxconn has been in the precision manufacturing industry, sophisticated telecommunications legislation and other customer orders. The easy-to-use features of the platform enable industry equipment vendors and integrators to quickly develop industrial AI visual inspection systems for specific scenarios based on AIDI.

There are three main driving forces for the growth of the machine vision market: one is the increased demand for quality inspection and automation in the industry; the second is the increase in demand for vision-guided robotic systems; the third is the increase in the application rate of 3D machine vision systems.

According to the latest research report released by MarketsandMarkets, the global machine vision market will be worth 10.7 billion U.S. dollars in 2020. By 2025, the market will grow to 12.7 billion U.S. dollars, with a compound annual growth rate of 13.6% during the forecast period (2020-2025). . As the Asia-Pacific region has large-scale manufacturing plants worldwide, the application of automated production processes is also regarded as a top priority and is expected to occupy a major market share as expected. It is mainly used in consumer electronics, medical, automotive and other industries.

In the current era of Industry 4.0, China's manufacturing industry is facing transformation and upgrading, and AI technology has just begun to be used in the industrial field. In the future, there will be more use cases for machine vision in the industrial field. Companies that use machine vision for object inspection have also reported on Lingshang Technology, Shuyou , Gaoshi Technology , Elite Vision , and Square Sum .

Huang Yao, founder and CEO of Akiu Technology, said, “The core basic software of industrial machine vision has always been a domestic shortcoming. The impact of the 2020 epidemic and complex international relations have made us see the lack of basic software in China’s industrial sector. In the future. , Archiu Technology will work hard to build technical barriers, improve local-end-cloud capabilities, starting from the penetration of key industries such as 3C, semiconductors, and automobiles, and then empower the entire industry. We will be globalized Vision, set up enough determination to make the products match similar competitors such as foreign leading manufacturers Cognex and Orbotech."

About investment:

Tang Hesong, the founding partner of Fang Xianghe Capital, the lead investor of this round, said: "The application of AI in the vertical field has always been the focus of Xianghe. Vision technology has been used in the industrial field for a long time. The introduction of AI has greatly enhanced the vision. The scope of application of technology. Aqiu has been deeply involved in the field of industrial AI vision. Its easy-to-use standardized products, the recognition of top customers in multiple fields, and the spirit of Huang Yao and his team's hard work have left a deep impression on us. Xianghe I am very pleased to lead the new round of financing for Akiu. I believe that under the leadership of CEO Huang Yao, Akiu can become a leading company in the field of industrial AI vision." 

In the trillion AIoT market, Tuya wants to become a "wind maker"

 No one can deny that "ecology" is the most important strategic play for global technology companies this year.

In the late autumn night, you came home from work overtime against the cold wind and tired body. As soon as you enter the door, the heating has been automatically turned on in advance according to your settings, and the water heater also starts to heat up. You are greeted home with a warm room and exactly 38 degrees of heat. water. 

After taking a shower, you say "good night", the lights are automatically turned off, the curtains are automatically drawn, and the mattress automatically adjusts its angle and softness according to your physical condition today. These devices are not of the same brand, but they can be controlled uniformly with the same App or voice device. Behind this is not black technology, but ecology, making interconnection a reality.

No one can deny that "ecology" is the most important strategic play for global technology companies this year.

Based on the iOS operating system, Apple has established an "Apple Ecology" that integrates supply chain companies, software application developers, and product users around smart hardware such as mobile phones, tablets, computers, and watches; based on QQ and WeChat, Tencent has established a social network , Content distribution as the core ecosystem.

The so-called "building an ecology" is to create an environment where big partners and small partners can develop, just like trees , flowers, and grasses in a forest . For the ecology, the most important thing is these big and small "developers", who are the living water and endogenous force of the ecology, working together to promote the growth of the ecology and continue to grow.

But "ecology" sometimes means "drawing a circle." Taking the AIoT industry as an example, manufacturers such as OPPO and JD.com have built their own AIoT ecosystems. At the same time, the “circle drawing” problems such as the fragmentation of urban and rural regional markets, the scattered data of the brand “owning the mountain as the king”, and the difficulty of interoperability have become increasingly prominent. Just as the PC era requires Windows, the mobile era cannot do without Android and iOS. Today's market also calls for the addition of open and neutral platforms to break the barrier and promote ecological cooperation. The so-called "the one who has the same desire up and down wins", the market also needs a "leader" who can meet the common needs of the ecological upstream and downstream to seek a win-win situation.

Be a neutral and open ecosystem builder

Tuya Smart hopes to become such a role. Inject smart, high-efficiency, and low-cost "cement and stones" into the loose sand table of the AIoT industry, and then use the platform as "water" to compactly solidify it into an inseparable ecological whole.

Tuya Smart CEO Wang Xueji once said: “Tuya Smart only wanted to be the role of'Enabler' (enabler) from the very beginning. Through an open and efficient operating system, it helps customers build their own products and brands instead of Directly participate in the production of smart hardware."

In fact, replacing monopoly with empowerment is the touchstone of the AIoT platform. For the majority of small and medium-sized enterprises, a non-closed third-party IoT platform is more popular than relying on a large IoT platform. "Neutrality", "openness", and "win-win" have become development trends generally recognized in the industry.

Only when the AIoT platform focuses on polishing the underlying system and has the diversity of supporting partners, can the entire ecosystem be full of creativity and promote the realization of intelligent landing results for enterprises. Take Tuya Smart as an example. Based on the underlying logic of its own platform, it enables smart products to achieve cross-brand interconnection.

Technically, Tuya Smart’s AI+IoT developer platform allows developers to develop a personalized App within 5 minutes, and provides an efficient cloud service platform for data storage and utilization, enabling a new smart hardware The product can be mass produced within a week. In addition, its cloud development platform can not only meet the three major requirements of developers for data storage and analysis, device connection management, and application development, but also provide comprehensive support from hardware, cloud, OS, and SaaS levels to achieve all "Powered by Tuya" Products can be interconnected and not restricted by brand and category. Since its establishment, Tuya Smart has served more than 230,000 developers worldwide.

At the commercial level, Tuya Smart has also established an IoT marketing platform that connects global manufacturing plants and sales channels. Chen Liaohan, the founder and chairman of Tuya Smart, said that Tuya Smart currently has more than 100,000 sales channels worldwide (online and Offline), including HomeDepot, Wal-Mart, Orange, Lidl and other global channels, providing developers with a complete closed loop from development to sales.

"A core value of this platform is like the water, electricity, and coal in our lives. It can realize the intelligent on-demand use of hardware, which greatly improves the efficiency of automation in the entire industry. Before this platform, development, It usually takes 6 months to produce a piece of smart hardware." Chen Liaohan said.

Based on its own technical advantages and clear platform positioning, Tuya Smart's ecological upgrade path has become broader. Chen Liaohan introduced at the Global Hard Technology Developers Conference (Beijing) on ​​November 5th: By October 2020, the number of hardware devices empowered by the Tuya IoT development platform has reached 200,000, an increase of 122 compared to the previous year. %. On a global scale, the world's top 500 companies have more than 30 graffiti comprehensive strategic partners, such as Lenovo, Shi Schneider Electric , Philips and so on.

November 5th Global Hard Technology Developers Conference (Beijing)

Behind the growth of data is the gradual evolution of Tuya's intelligence.

Turning the time back to six years ago, smart hardware was still a new thing. The entry point of Tuya Smart is how to make the hardware intelligent, how to realize the rapid mass production and popularization of smart hardware at low cost, so that ordinary consumers can buy smart devices at a low cost, whether it is light bulbs, sockets, air conditioners, and air Purifiers, speakers. At that time, more customer groups and partners of Tuya Smart were manufacturing OEM factories.

With the in-depth development of AI technology and the Internet of Things, users have more and more demands for smart hardware, and their requirements have become more and more stringent. The addition of new smart home brands has stirred up the still water of the home environment market like a fish. Traditional home furnishing brands, real estate groups, hotels, properties, etc. are all eager to create an "intelligent" ecology.

It is not difficult to find that the factory does not have the concept of "ecology". They only care about how to make products intelligent and gain a larger market. However, what brand owners, real estate groups, and hotel groups need is scene intelligence, and therefore need an ecosystem that can serve their customers.

And this is the next battlefield after the "evolution" of graffiti.

The "Evolution Theory" of AIoT Platform: From Building Ecology to Output Ecology

Compared with single intelligent hardware, the advantages of the AIoT platform are multi-category, strong openness, and heavy connectivity. These characteristics make the AIoT platform inherently have the ecological attributes that platform-neutral builders and partners can continuously grow towards the same goal. When a more advanced system is formed, it will enter the periphery in some way and cause the evolution of the organization, just as the industrial revolution started in Europe and eventually affected the world.

Take Tuya Smart as an example. As a neutral AIoT platform, it took 5 years to build a “PaaS+SaaS” solution that integrates smart hardware and artificial intelligence Internet of Things, covering hardware development, global cloud development, IoT App development has three aspects, from technology to marketing channels, a comprehensive ecological closed loop. Exporting ecology to the outside is more natural for Tuya Smart.

Nowadays, the ecology of Tuya Smart has shown chemical reactions in the fields of smart real estate, communities, hotels, apartments, etc. More and more partners have built their own ecosystems using the technology and services provided by Tuya Smart.

In October of this year, Tuya Smart reached a cooperation with Orange Belgium, one of Belgium's largest wireless operators, to create an "Orange Smart Home" ecosystem based on the Tuya Smart Platform. This cooperation Orange Belgium has launched a variety of smart home products, including light bulbs, smart sockets and IP cameras, all of which can be connected and controlled through the "Orange Smart Home" App.

A variety of smart products that can be interconnected are exhibited at the Global Hard Technology Developers Conference

It is worth noting that another developer of Tuya Smart demonstrated the fusion of chemical changes between ecosystems. The French smart home start-up Konyks has successfully grafted the Orange ecology through the Powered by Tuya ecology. The three types of smart devices sold by Orange Belgium are all Konyks brand products, and all Konyks products are empowered by Powered by Tuya.

The two parties reached a cooperation in 2018. Thanks to Tuya Intelligence, more than a dozen products of Konyks have completed intelligent upgrades-realizing functions such as automation, APP control and voice interaction.

According to Olivier Medam, CEO of Konyks, Tuya Smart has saved time and labor costs from investment to software development and intervention. "Tuya helps us to select suitable manufacturers and provide powerful cloud services. Through an App, we can realize the interconnection and interoperability with other Powered by Tuya products. This cross-brand and category greatly expands the possibilities of our products." 

With the popularity of smart homes, real estate developers have also begun to add this bright spot to their real estate, and is expected to become a potential bright spot for performance growth. For them, incubating an exclusive ecology has become a rigid demand, and Tuya Smart leverages its strength to realize the value-added and output of the ecology and platform.

Take the Ruilin Smart Habitat Platform of Sino-Ocean Group as an example. It has improved the quality of smart real estate solutions through the Tuya IoT development platform. In just 2 months, a complete set of intelligent systems such as back-end management, SaaS, and applets was created, which shortened the development time by 2/3. And access to the Powered by Tuya ecosystem, break through the barriers of different brands and categories, and build a smarter real estate ecosystem that is more inclusive, malleable, and practical.

"It can be seen that Tuya's ecological output has been extended from China to overseas, with not only hardware intelligence but also software wisdom. Tuya's ecology is vigorous, and we are helping a large number of cross-industry partners to upgrade the intelligent ecosystem." Chen Liaohan said.

Persistence of the AIoT platform: Be the underlying OS, not an independent brand 

Nowadays, the trend of upgrading from "single intelligence" to "scenario intelligence" has become more and more obvious. Consumers increasingly hope that their work and living environment can be seamlessly and intelligently coordinated by multiple smart devices to achieve more Complex function combination.

Under this trend, artificial intelligence will be used more deeply, and multi-protocol connections will become more common. Equipment and solution suppliers will pay more attention to differentiation and experience. At the same time, stronger but less impactful security guarantees are required.

Smart home equipment manufacturers and brands are looking for practical tools and platforms that can provide standardization and across multiple communication protocols. They hope to spend more time on innovation and differentiation instead of deep understanding of component integration, wireless certification, etc. In terms of details, this is also one of Tuya Smart’s core competitiveness.

"Tuya Smart has always insisted on being the underlying OS of AIoT. It will not make independent'Tuya' branded hardware to compete with our partners and customers, nor will it hold any data." Chen Liaohan said, "On Wi- With the development of Fi 6 and other new technologies, as an AIoT platform that outputs ecology step by step, Tuya Smart has a lot to do."

Chen Liaohan, founder and chairman of Tuya Smart

The next step for Tuya Smart is to continue to innovate and iterate on technology. The popularity of WiFi 6 will have a huge impact on smart homes. In the WiFi 6 environment, home routers will be able to link more devices. Tuya Smart hopes to lead such a technological innovation. In addition, it will continue to break through the platform. Number of commercial applications. 

"Serving two hundred thousand developers is far from enough. How to build a platform that can be replicated on a large scale is also a challenge we have to overcome." Chen Liaohan said.

It can be seen that after PC Internet and mobile Internet, the era of multi-party control of voice and motion, real-time interaction, and "wisdom of all things" is accelerating.

The new AIoT technology is fully integrated into space intelligence, and the "Internet of Everything" may be the first to be realized in the whole house. The smart home market forecast issued by the authoritative research organization of StrategyAnalytics shows that in 2019, consumers will spend US$103 billion on smart home-related hardware, services and installations, and will increase to US$157 billion (RMB 11,000) by 2023. 100 million yuan), with a compound annual growth rate of 11%. 

The realization of all this is inseparable from the efforts of “ecological exporters” like Tuya Smart. With more advanced concepts, a more developmental attitude, and a more comprehensive technology, it promotes cross-industry and cross-border developers to enter a new era together.