Civil | Tang Yu of company of AI finance and economics
Make up | Zhao Yanqiu
Late admiral is close at 10 o'clock, mr Zhang in sleep is slept lightly by a noise, discover the entrance door that intelligent door lock held in the home was opened suddenly, family person was psyched out, think thief is entered. Mr Zhang signed up for for a short while alarm, and to the look around outside a crack between a door and its frame.
Live when other Xiaoou before, once was crossed by pilfer in the home, he is very accordingly careful, installed monitoring to photograph on the door even like the head. After the police arrives, discovery did not record people in the monitoring video on Mr Zhang door, property staff member also undertook discharging checking to the monitoring inside elevator and village, did not discover doubtful personnel. After the course is checked with all possible means, mr Zhang concludes -- be intelligent him door lock is opened.
01
"Clever different " incident backside
Between at nightfall be coilinged open the door automatically of disturbance, it is the cervine guest intelligence with millet zoology subordinate catenary door lock. According to media coverage, last year in October, mr Zhang spends 1599 yuan in Qingdao inn of the door below line of passenger of a deer purchased this door lock. To this incident, ministry of public relations of cervine guest brand explains, after the course detects, discover the product does not have a problem, doubt is the user was not locked up when close, the door is condition of with the door left unlocked. But this explanation, mr Zhang did not buy sheet however. Cervine customer respect expresses, had talked things over further with the user, can be in later announce detect specificly result.
See this paragraph of weird video, the Wang Wei that intelligent door lock just changed in home of not long ago remembers suddenly, oneself also had encountered similar issue, it is to produce days nevertheless, she is done not have too care about. At that time, she and husband talk about a thing in the sitting room, the door was opened automatically, in following video almost exactly like. "I am stupefied at that time, some are strange, but think better of thinks, the likelihood is he closes the movements was not taken too gently, also did not find out again. " this, see somebody has same lot, still be in most night, she went up to this thing at a draught heart.
In a few groups in, group friendly people discuss have this thing. Somebody suggests, no matter mechanical lock or intelligence are locked up, enter the door to must turn over a lock. Wang Wei informed family immediately.
Be what causes intelligent door lock to be opened automatically in midnight after all? Today, in the video that circulates on a paragraph of gregarious network, national lock quality is supervised examine presiding and safe Guan Liyong analyses the center rather, part of mechanical lock body relies on the union of bolt and doorcase to lock up the door. Below normal circumstance, when the door is shut, inclined tongue is shut into introductory casing, lock reach the designated position, when opening the door, must want to twist the grip that use the door, inclined tongue leaves doorcase. But if door ageing is out of shape, the strength that lock up the door is insufficient, bring about bolt to did not set introductory draw a frame round well, cause the door easily the holiday is locked up or empty is locked up, have outside force a bit, can open very easily.
In demonstrate he says, guest resembling a deer such semi-automatic door lock, input password still perhaps needs to issue ability of the handle that approach the door to open the door after dactylogram. Unless outside the door somebody is pressed,touch handle, open impossibly otherwise. This is meant, because bolt did not enter doorcase well at the outset,opening the door automatically this may be greatly very.
Graph / visual China
Expert of another door lock safety is analysed, the problem may go in installing a process, the space between the door and bolt is too little, greater strength needs when closing. When if family is in,closing handle gently, although be to shut,can bring about the door, but bolt did not extend lock case truly however in the center, form the state of with the door left unlocked. Should have wind when other perhaps condition pushs the door, bolt cannot be locked up shut, the door was opened automatically.
Summary of a public figure of door lock trade says: "The good actual strength of the product is really fundamental, but the technical precipitation that installs a service is very important also. But the technical precipitation that installs a service is very important also..
This incident is afterwards last year " small black box opens lock incident " since, the public that problem of security of intelligent door lock gets again is challenged.
By last year, a paragraph of 3 seconds defeat the video that sees intelligent door lock to ferment in the network, need not dactylogram, password, as long as plastic small black box is put around intelligent lock to make a round trip rock, a few seconds can open door lock. In CCTV in interviewing, expert introduction, name of major of this small black box cries " tesla coil " , yes, not be tesla car, it is coil. It can produce the electric magnetic field of a transient state, intensity can illume an energy-saving bulb, also can let electric machinery of door lock interior open the door.
This as good as at an industry bomb, caused the public to security of intelligent door lock anxious. Subsequently, pledge check center did a risk to monitor to door lock of on market 40 intelligence related the country, 15% can be opened easily by small black box.
The state is current electron yuan implement reach a product to pledge Shao E of check center expert introduces, break the issue of the lock in the light of small black box at present, the lock brand of the mainstream on market has been solved, but the hidden trouble that intelligent door lock exists is far more than these. Application of instantly of intelligent door lock is most is password and biology identify (include dactylogram and person face to identify) . In evaluation, they discover some door lock use an adhesive plaster to be able to defeat solution dactylogram easily to identify, face of useful still person knows other intelligence to lock up, take a piece of photograph to be able to pretend to be person face to solve a lock.
Safety of intelligent door lock checks, test man makes up, take the case such as sunglasses or cannot discern a plan / visual China
The risk of safety of intelligent door lock that has an induction to block lock function is highest, in 30 batch product, 94% have a problem, aggressor can pass function of mobile phone communication, the induction that defeat solution blocks the key. In addition, in have the intelligent lock that opens lock function remotely, in 10 batch product, problem of safety of 80% existence information. In the App that opens a lock in an intelligence, after the expert is operated simply, not only can condition of remote control door lock, get information of user mobile phone, can enter intelligence to lock up the server of the manufacturer reversely even, get mass data.
Be aimed at these safe hidden trouble, national market superintends total bureau to release caution, proposal consumer is not used or shut a person to the face identifies and open lock function remotely, the information identification card that custodial good intelligence locks up; Of use dactylogram, whether is advertent dactylogram knowledge put in rudimental eyewinker somewhere else or physical attaint, discovery is unusual should instantly disuse paralell connection fastens a manufacturer to solve.
Backside of ceaseless barmy thing, more highlighted occupation standard to be short of break brought hidden trouble. The industry is locked up in machinery, the Ministry of Public Security comes on stage " mechanical guard against theft is locked up " the safe grade that made clear a product. But be in at present industry of intelligent door lock, outside eliminate lock body, the dactylogram that uses what type identifies, what kind of chip, what kind of password grade, do not have relevant standard. Enterprise also the good and bad are intermingled, rush up in a crowd of settle on bonus.
02
1000 locks a street battle
A public figure of intelligent lock trade is opposite this " night opens the door partly " of incident ferment continuously surprised. "Is this last week thing? Why be fried again now? " but must say, this is one is being crossed " blast tuyere " industry, the challenge that facing.
According to the statistical data of center of news of countrywide lock trade, brand of domestic intelligence door lock already exceeded 3500 2018, pull noisy " 1000 locks big fight " .
The acknowledge with masses the earliest to intelligent door lock customer, come from the hot drama sowing Han 2013 probably " come from star you " . Female advocate because 1000 eulogy Yi forgot door lock password to beat the door that teachs, the door lock of this SamSung also makes the secondary attack of line of two people love for many times in drama. This embedded in on 100 million Han Yuangao class apartment advertisement sale, also affixed a person of extraordinary powers to intelligent door lock curtilage the ticket that mark distributes.
2015, the chief Europe Yang Gongjun that Tecent intelligence holds the post of to live in a line when, take group and some land agent to spread out to be aimed at 30 thousand family together, " face of rice of the oil that buy grain sends 2000 yuan of intelligence household suit " activity, included intelligent door lock, electrical outlet, lamp to accuse among them, gateway.
In those days, the Gu Gegang that regards science and technology as vane is firm buy intelligence with the day price of 3.2 billion dollar lukewarm accuse plan supplier Nest, this thing is considered as incident of sex of a mark, each big Internet company also began home to be tasted in intelligent sheet in succession go up explore.
But Ouyang Gongjun group discovers bitterly, intelligent household is in at that time " it is demand of a bogus completely " -- the youth goes out after the job, there is old person child only in the home, basic nobody is used. Although the group comes,handgrip hand ground teachs, a hour or lane are not clear.
Nevertheless, after installing near 10 thousand of all kinds equipment, they also have a new discovery -- although other equipment is frosty, but intelligent door lock has data to upload everyday, this specification market has just needed. Also be experience of this paragraph of trial and error, decided his poineering way later -- found Nokelock of enterprise of intelligent door lock.
2015 around, the poineering company such as cloud fourth science and technology, Nokelock plunges into perpendicular circuit, triumphant enlighten the old brand such as be an official locks up look forward to, start the home appliance business such as dimension, TCL, hai Kangwei is inspected, big China wait how to prevent a tycoon to also begin to march door lock market. Gain the favour of capital as enterprise of door lock of one numerous intelligence, intelligent door lock makes the new circuit of Internet company position.
2018, internet company announces to march in succession industry of intelligent door lock, it is Beijing first the household brand east " Beijing is built " roll out first intelligence to lock up a product; In October, in A, the Netease, 360 intelligence door lock that all announce oneself plan.
Graph / visual China
Supply the dirty work on catenary than doing, the kind that choice of tycoon of a few Internet invests with the strategy and builds platform is in position of market of intelligent door lock. For instance, be an official is in He Kaidi of the IoT in A joint 2018 research and development demon of two days cat is custom-built paragraph intelligence door lock, gave discharge and data support, a Liyun also offers the solution of intelligent door lock. Baidu cloud and arrow card made intelligence of drive of arrow tablet day lock up together, get pitched Yun Ding science and technology C annulus is mixed D annulus financing. Enormous legendary fish of Baidu SLG general manager scene is being accepted when interviewing, say, predicting future will degrees of small system embedded among them.
In eye of a trade public figure, 2018 second half of the year, 360 took the lead in starting " bloody " price war, the intelligent door lock that rolls out 699 yuan (installation cost needs to pay 300 yuan additionally) , all over the general before this be in 2000 yuan - instant of 3000 yuan intelligent door lock pulls hundreds yuan; After a month, millet also was released numerous prepare valence 999 yuan, retail price meter of 1299 yuan domestic intelligence door lock, lei Jun is platform of this door lock in small gain transmit personally, 8 hours do not arrive, sales volume defeats 30 thousand, this is door lock of family expenses intelligence before hard the sales volume that look forward to reachs.
"Industry of traditional door lock is minute of portion, you are much I am little, everybody has a meal to eat. Internet company lets is to want remove out the source of the trouble. Those who become you advocate the sweetmeats after course of study makes the meal of others, the condition is very hazardous. " afore-mentioned trade public figures are evaluated to company of AI finance and economics.
A door lock personage points out, actually millet does not roll out 1000 yuan of locks the earliest, but when the brand rolls out sexual price to compare expensive product, pounded the product with long-term low, inferior market, power is tremendous.
It is besides rice home brand, millet is early began the distribution in type of net of respect of intelligent door lock. In millet zoology catenary, tree of cervine guest, green rice, cloud rice, Ju, achieved the enterprise such as shaddock of rice, cloud to roll out intelligent lock already. Accumulate by right of what carry business in B, cervine guest took millet 2017 C annulus financing, have in millet article on make a 1699 yuan Lu Kezhi can lock up Classic, and the door lock of intelligence of rice home brand that rolls out this, it is by green rice acting labour is produced. Look, encircle interior in millet zoology only, compete already special intense.
03
The market that everybody dare lose
Look in consumer, intelligent door lock just protects the protective screen of belongings safety together probably, but in the eye that is in Internet enterprise, intelligent door lock is one of entrances that intelligent household zoology links, be service of authorization of the prospective more that start " switch " , for instance the intelligent door lock on millet zoology catenary can be mixed the intelligent equipment linkage of rice home.
After all the true entrance that what just is intelligent household? In Yamaxun Echo causes unrest of intelligent sound box hind, controversy of domestic Internet company is ceaseless. They discover, overseas market is opposite unlike of sound box hold fan, because domestic consumer uses habitual account, may have the choice that more appearance influences. In this process, market of intelligent door lock expands sadly.
Lin Wei of CMO of tasteful science and technology analyses Hangzhou, internet company makes the hardware that complete set intelligence lives in without him ability, face a such sexy markets, the sheet that door lock is a very good break out of an encirclement is tasted. These companies before this also have position on other hardware, door lock can live in these intelligence chain establishs ties well rise. For instance, different family member comes home, after touching intelligent door lock, the mode that all such as TV, air conditioning, curtain, lamplight likes according to them is opened, implementation is private and custom-built change.
Graph / visual China
"Future may have 60-100 in a family content couplet net (IoT) net of equipment need couplet, complete China has equipment of 24 billion IoT to go up at the same time the cloud, finally perhaps is a BAT the portion big fight on the cloud, accordingly, everybody dare lose this market. Everybody dare lose this market..
And somebody person analysis, mix besides BAT China for, millet does door lock, main purpose is to pour the sales volume of IoT, the strategy of content couplet net that lets millet looks more beautiful.
It is Internet company not merely, on the AWE of consumptive electron congress this year, in achieving the intelligence that the home appliance tycoon such as dimension, TCL reveals to live in plan, intelligent door lock also is put in conspicuous position, beautiful intelligent door lock still is hit in Guangzhou airport considerably advertisement.
This forms sharp contrast with the dismal market 3 years ago. Li La of controller of door lock of intelligence of enterprise of some home appliance remembers, they just rolled out the door lock that grinds oneself 2016, the group is very hopeful, the place that thinks to want to have a house only can install intelligent door lock, but permeability of market of whole nation of intelligent door lock is less than at that time 1% , the sales volume growth that C carries is slow.
Begin from 2017, swarm into as more capital long hire apartment industry, their group carries the market to adjust toward B at the same time, use the means that builds downwind car, give when freezer, TV, air conditioning is being deployed inside apartment, take an intelligence door lock incidentally. For market of race to control, the strategy that they use is put in home appliance freely first, in the deduct a percentage with the certain requirement on the foundation of chummage, when after controlling the cost of home appliance and lock, got channel already, assure to have proper profit place again.
"Compare with Internet enterprise, in the price we are not dominant, laying an versatile person with intelligent home appliance is only outlet. " Li La says.
The market is carried in B, home appliance enterprise and traditional lock look forward to because channel resource and ground armed forces, have more speech right apparently. Citing of a partner says, lock up period from machinery, traditional Suo Qikai enlighten be an official is mixed constant Gui Yuan of big, green jade Lou Panjian establishs these high end collaboration, have the medium of communication of a lot of land agent, intelligence locks up domestic and international market to add up this year most sales volume of month of a long time 200 thousand. He thinks, internet industry establishs so close connection very hard with estate business.
Release from association of Chinese real estate " estate of 2018-2019 year China develops a business brand of 500 strong first selection " in light of pop chart, yale, Deshiman, Anlangjie, triumphant enlighten be an official, Haibeisi before the row 5.
Triumphant enlighten be an official also can enjoy sale, be in not only city drama " happy eulogy " in advertisement of embedded door lock, asked person of Liu Tao contemporary word, also can build oneself floor unit very much. This year first quarter, triumphant enlighten be an official left in the whole nation about the same 15 agency congress, the package falls hotel banquet hall, direct seeding plays below the line on the line, can invigorate popular feeling very much.
From the point of price, integrated net profit does not exceed the hardware product that millet makes the strategy of 5% , if take on-line word only, because operation cost is low, very helpful to the sales volume of the product; But if take the channel below the line, the gain that so low price strategy leaves agency, agent is very small, without the advantage.
It is before look forward to of home appliance enterprise, traditional lock is busy busy hind when, operation business also go up line. This year in March, labour believes a ministry to express, can fulfil thoroughly by this year carry date turn net. This is meant, to which operation business the user is dissatisfactory, can change at will another operation business. Stand on same scratch line, business of 3 big operation had very big crisis feeling.
For tarry client, operation business is including year of online formula in give intelligence to live in, intelligent door lock is among them the category of a strong demand. A trade public figure is analysed to company of AI finance and economics, resemble operation business is passed before " fill a telephone bill to send a mobile phone " like driving smartphone market to grow, because,intelligent door lock also is met the favour of operation business, greet a new development peak.
In big fight of this 1000 locks, besides business of land agent, operation, retail also be considered as one of 3 hinterland.
CEO of cloud fourth science and technology holds president Chen Bin concurrently to be analysed to company of AI finance and economics, at present landed industry has house of 7 million clothbound one year, probably only 30%-40% can install intelligent door lock, namely 2289 intelligence door lock, and the shipment amount that whole market predicts to have 20 million door lock this year, real estate occupies 1 ／ many a little bit 10 only. Then, incorporate Yun Ding science and technology inside a batch of enterprises, also regard one of markets of take by storm as retail end.
04
"Internet thinking " not be all-purpose
"The mobile phone fierce fight before this resembles. "The 1000 locks big fight of instantly of appearance of a trade public figure, " already the price is in 2000 yuan - 5000 yuan of high-end intelligence door lock between, the domestic generation that also has big is versed in small mill, fry the price 300 two. Fry the price 300 two..
Although they are being hit " intelligence " brand, security still is locked up without average machine tall; Also have many wanting that earn the manufacturer of quick buck, the intelligent door lock that roll out just borroweds simply stick a card, not only the appearance is machine-made, an accuse and lets a person shine at the moment innovation function that also lacks pair of security.
"You cannot evaluate industry of whole mobile phone with the quality of mountain fastness machine, the industry that intelligence locks up also needs sea to clean out sand. The industry that intelligence locks up also needs sea to clean out sand..
Door lock of intelligence of understanding of the person that look around pursues / visual China
See from press 3000 locks brand marchs after the market, nokelock author Ouyang Gongjun arrives market survey circuit, discover a lot of businesses that enter circuit, in lock up the research and development that does not have oneself and innovation, ichthyosaur of the hard to avoid in the industry is mixed bead, reveal a safe problem. He thinks henceforth 9 years, the industry will be greeted shuffle, the manufacturer that does not have ability of innovation drive, core will be washed out.
In fact, shuffle speed is far faster than coming in the imagination.
2018, once was the line gets online of brand of red intelligence door lock " palm Men Zhixing " the installation cost that is exposed to the sun to default many yuan 100, day cat and Jing Dongping stage close completely, ten users of countrywide do not have after service.
Many people think, be in 360 before, the star of palm door just is originator of true door lock of 1000 yuan of intelligence. 2016, 80 hind young Li Yamin establishs palm Men Zhixing, he knows well greatly Internet thinking, get on the line to give priority to position, roll out 550 yuan - the intelligent door lock of 990 yuan of interval, price material benefit, appearance vogue, be in prepare Chinese medicine by roasting it in a pan in those days and red. According to media coverage, peak period has several 100 thousand users, year turnover exceeds 40 million yuan, before ever ascending intelligence of body day cat locks up a brand 5.
Online on do business, home page is shop drainage on, want to pay the advertisement of high specified number fee; Every still must give 100-200 of master put apart the lock yuan installation cost, calculate come down palm Men Zhixing is to be in all the time sustain losses in business sell call. Although it also rolled out 2000 yuan of right-and-left products later, still fail to redeem a situation. Too thinking of rely on Internet, develop without what pay attention to channel of the agent below the line, dealer and breed, face intense with each passing day competition, the star of palm door falls finally in La Haizhong.
In eye of a public figure of home appliance industry, the lesson that the Internet business that the star of palm door does intelligent door lock to wanting is a blood -- although Internet enterprise is wired genteel quantity, sales volume is large, but after installation makes work, with production the canal accuses to go up be slightly worse, without oneself ground armed forces, must call home appliance enterprise and tripartite platform to install, these are what cannot ignore is short board. "For instance the intelligent door lock of 360 although impetus is very big, but service of later period installation does not follow to go up, become silent very quickly inside course of study went down. Become silent very quickly inside course of study went down..
And in chief inspector of product of catenary of millet company modes of life and relation to their environment " big Li Tongxue " below small gain, also the user leaves a message although bought a lock,complain, but installation experience does not follow to go up, appear to agree a few days to do not have a message beforehand, the case that nobody handles a week of the problem after carry out.
And, resemble operation business and land agent these 2B channel, there is very high demand on service experience. Because Internet enterprise does not have his ground armed forces, a lot of not be inside the partner consideration limits of operation business.
"Either it is OK to say you are very very big, rich a this thing make it. Company of a lot of Internet is in of hardware accumulate special weakness, no matter be rock-bottom data security or Jiamian,plunge into not quite greatly completely, a lot of things are not him, seek acting work directly, it is good to stick a card, do you feel they can have done door lock? " CEO of Yun Ding science and technology holds president Chen Bin concurrently to say.
Founded 2014 before Yun Ding science and technology, chen Bin ever held a post in group of Baidu intelligence hardware, the group once had considered to do intelligent door lock at that time. But to Baidu for such an Internet companies, door lock involves installation to serve system the volume is too heavy; Supplying catenary respect to need to have very deep accumulate, return unlike mobile phone, sound box such consumptive electron product can grow immediately; And the brand gene of door lock and Baidu does not match, final interior still abandoned this category.
Although Internet company has safe technology to accumulate, but doing intelligent door lock, chen Bin is analysed, this resembles making a car and the chip that make drive automatically, the difference is very big. Door lock safety includes many sided, involve structure of lock body, separation and reunion, face plate, capable person those who lock up is qualitative, embedded software, these more rock-bottom things are company of a lot of Internet won't of deep ploughing.
Plunge into after entering door lock industry, this before Internet person is deep-felt experience, in profession of intelligent door lock, internet company thinks to deliver a product casually, leaning the way that discharge does won't do.
The DAU that an App may have hundred thousands of very quickly (day is active user amount) , but what hardware goes all out is long-term accumulate, need inchoate seminal user and brand effect; The sense that a lot of software give Internet the person is free, draw out money to buy hardware when everybody, meeting more identify an expert model product, this kind of cognitive force also is adjusted very hard.
Chen Bin says, compared with the person of the same trade, what he pays close attention to most now is the tendercy of big platform, no matter mobile phone enterprise still is an electric firm, future does intelligent door lock possibly, make oneself zoology chain. He observes, internet enterprise is at present medium, millet is in the layout of door lock is the deepest, other firm is dedicated with investment insufficient, must spend ability of a year of time to be chased after at least.
To big fight of this 1000 locks, a trade public figure is evaluated, "Entire industry should improve improvement, just the place that Internet enterprise should improve wants more. Just the place that Internet enterprise should improve wants more..
(the Wang Wei in article, Li La is alias)
