In the world of the Internet, there is no such thing as "the king of the world". For BAT-scale enterprises, if you want to stabilize your position, you need to "grow the net", whether it is to form a new R&D team. Investing in innovative companies in a certain field will create a commotion in the industry, and their actions may indicate the future direction of the Internet.
Recently, smart door lock manufacturer Yunding Technology announced that the company has completed the B+ round of financing. When the media asked "who is the employer", although CEO Chen Bin only revealed that "the magnitude is very large," he combined with the "Cloud Ding Club" Further cooperation with investors in resource integration, and on the existing basis, to increase investment in security, etc., or triggered media speculation.
Many insiders believe that Baidu, which has always attached importance to cloud security. Some analysts believe that Chen Bin’s “connecting people and homes†in an interview with the media is consistent with Tencent’s goal of “connecting everything†and does not rule out the possibility of Tencent entering the smart door lock market.
In contrast, the author believes that Baidu is more likely.
First of all, although Tencent is on the system and hardware level, including TOS system, and based on TOS system, Ministation, BABYWRU (children's smart watch), love blood glucose meter, empty shadow YING (unmanned Machine) and other intelligent hardware products. At the same time, Tencent also announced "Axon Watch" with ZTE, and a joint venture with Cheyle to form a smart wearable company to fully develop the smart hardware market.
But whether it is BABYWRU or Axon Watch, Tencent's layout is more inclined to the smart wearable field, and the connection with smart home is not so close. If you only rely on "connecting people and home", you will guess Tencent wants to enter the smart door. Locking the market, it seems that "evidence" is not enough.
Unlike Tencent's focus on smart wearables, Baidu is actually deploying the smart home market in the field, and it is still very tight.
Recently, some media broke the news that Baidu will launch a home smart robot with a company at the CES show in Las Vegas, USA. Coincidentally, in the first two weeks, Baidu’s secret brother and CITIC Guoan Guangshi cooperated to give Baidu’s technical ability to the TV box, bringing a new attempt to the smart home.
These are just the cases in which Baidu Ventures and Baidu Capital were established in September and October of 2016, and they were publicly reported in the layout of the smart home market. Some commentators said that Baidu set up an investment institution and Li Yanhong personally took the command to explain artificial intelligence and In the strategic layout of Baidu, the intelligent hardware market "has a high priority and will become Baidu's next profit point."
Time to call back to early 2016, Baidu Silicon Valley Artificial Intelligence Lab announced that it will cooperate with Peel, the world's leading intelligent remote control developer, to embed Baidu's voice technology into Peel's smart home control platform.
Not only that, Baidu World Congress in 2016, Baidu officially announced that it should focus on artificial intelligence and cooperate with third-party manufacturers to speed up the layout in the smart home industry, launching a variety of smart homes from security to lighting, curtains and smart speakers. product.
From the promotion path of Baidu in terms of intelligent hardware, it can be seen that in addition to the various types of smart home products mentioned above, it may become an important “entry†smart door lock of smart home, which is also in Baidu’s “security†system. A very important part, so if Baidu invests in smart door lock brand, it is not surprising in the industry.
Finally, the author believes that this "large-scale employer" is likely to be the key reason for Baidu, the relationship between Yunding and Baidu, which can also be seen from Baidu's investment companies.
Companies that have invested in Baidu's past investment can find that whether it is a smart home robot or a smart speaker brand, in Baidu's view, the management team of the invested brand and Baidu's fit is one of the core elements. At this point, among the three founders of Yunding, CEO Chen Bin and CTO Zhang Dongsheng are from Baidu. Baidu and their “hands-on†at the capital level are not impossible.
Another reason is that when Baidu launched the "Ding Star Smart Door Lock" series in May 2015, Baidu has already cooperated with the latter. Baidu Security provides technical support for the security protection system of Yunding. Now, Baidu is also launching a new brand “LOOCK Luke†for the home smart door lock market at the time point of focusing on the smart home market. It may be that Baidu is behind it. At this time, Baidu entered the smart door lock market through investment. Not only is the time ripe, but also the cooperation of other products mentioned above. The layout of Baidu Smart Home has already begun to appear.
Comprehensive analysis, if the Internet giant really wants to enter the smart door lock market, then Baidu is the most likely. Of course, the Yunding Media Communication Conference only revealed that the lead party was “largeâ€, but did not disclose other investors. Therefore, the investor’s true face still needs to wait for a while, but whether it is Baidu or Tencent, Other giants, cutting into smart door locks will strengthen the control of these giants in the smart home market.
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