Based on the current sales volume of 5.1 million units, Amazon Echo has accounted for 5% of the nation's household penetration rate, but it is said to be a relatively successful smart device in recent years. If more companies are introduced in the future, it will make smart homes not Then there is the castle in the air.
Mining Internet of Things business opportunities from Amazon and Alibaba's recent layout
The new year is coming, investors are also looking for new investment themes and directions of the technology industry, in addition to the well-known Apple iPhone8 or Samsung S8 will bring a variety of new features, Amazon and Alibaba two global e-commerce companies The recent strategic layout (the former launches Amazon Echo and Amazon Go, which merges with the physical retail channel), can be more deeply aware that the Internet of Things era has arrived, which will accelerate the update of various hardware devices or upgrade the specifications (add networking or Sensing function), as well as the processing and analysis of huge data (processing with artificial intelligence) after all things are connected, to derive the demand for high-performance computing.
The application level includes smart home, smart car, smart city, smart factory, smart medical and so on. Overall, high-performance computing, the Internet of Things and automotive electronics will drive another growth cycle in the technology industry following smartphones. Looking at the semiconductor perspective, it is estimated that the growth momentum of the next five years will come from four major applications: smart phones, high-performance computing, Internet of Things, and automotive electronics. Based on the 2015 semiconductor production value, it is estimated that it will come to 2020. At the time, 50% will come from smartphones, and the remaining 50% will come from high-performance computing, Internet of Things and automotive electronics.
Amazon has launched the smart speaker Echo for two years, and in the original market is not optimistic, it has sold and evolved into the object of many manufacturers to learn to imitate. As of November 21, 2016, the Echo series has sold 5.1 million units in the US. Especially in the recent 7 and a half months, Echo's sales volume has surged by more than 2 million units, showing rapid growth.
Based on the current sales volume of 5.1 million units, Amazon Echo has accounted for 5% of the nation's household penetration rate, but it is said to be a relatively successful smart device in recent years. If more companies are introduced in the future, it will make smart homes not Then there is the castle in the air. If Amazon Echo continues to be hot and popular, it will bring more consumer behavior big data to Amazon, and thus generate huge business opportunities.
On the other hand, Amazon announced the opening of the first Amazon Go store in Seattle on December 5th. The mainstay does not need to queue up for checkout. Consumers can log in to the Amazon account by installing the Amazon Go App on their mobile phone, and then enter the store after scanning the QR barcode. By taking the goods you want to buy from the shelves, the computer system will automatically sense and join the shopping cart of the mobile app. When the consumers leave the store, they can automatically checkout without queuing. Amazon integrates technologies such as computer vision, deep learning algorithms, and sensors to develop Just Walk Out technology to help run the queue-free, checkout-free Amazon Go store. We believe that Amazon's move will be in addition to responding to the entrepreneurial spirit of CEO Bezos, "to achieve a better consumer experience," should be a big data gold mine focusing on consumer offline behavior.
Alibaba announced its participation in the chain supermarket Sanjiang Shopping on November 18th, which is the first time to enter the offline retail supermarket, echoing the “new retail†concept and corporate layout mentioned by Ma Yun on October 13th, that is, there will be no pure e-commerce or Pure retail enterprises will usher in a new retail enterprise that combines online, offline and logistics data supply chains. Alibaba cooperates with the offline physical channel to connect and integrate the stores, members, supply chains and e-commerce platforms of the offline physical channels, and to compensate for the shortage of online consumption big data through the big data analysis of the store experience.
In summary, the recent strategic layout of Amazon and Alibaba's two major e-commerce companies is to capture more consumer behavior big data, so the Internet of Things becomes an inevitable means, resulting in sensors (capable of reading data, Voice, video, temperature, etc., high-performance computing (including high-speed data centers, artificial intelligence, machine learning, etc.), Internet of Things, automotive electronics and other business opportunities.
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