"In the past three years, the plight of the hardware business, whether PC, tablet or mobile phone companies, the value of the entire market is transferred to the software application." March 20, Gartner wide consumer market and Lu Jun, chief technical analyst at Gartner report On says. But after three years of experience of the industry cycle, the hardware again to get attention, "In Europe, North America, Asia, and now the most discussed is a new type of intelligent hardware, industrial value began to shift from software to hardware."
According to Gartner, by 2014, the total amount of equipment global PC, tablet, smartphone has reached 6.7 billion units, has become saturated. PC, tablet market has been declining, the growth of smartphones in the next two years will be reduced to 10% or less, the traditional hardware vendors suffered more serious challenges.
But on the other hand, smart glasses, smart watches to promote global wearable device market reached 200 million units of the scale, smart home is fiery in 2015 led to a wave of new wave of hardware, the new hardware product is moving towards value chain center, hardware companies ushered in a new development opportunities.
Wide Lu Jun said: "Just as smart phones to create a millet, as this wave of intelligent hardware, will create a new group of leaders."
Intelligent terminal "decline"
January 2015 - March, Gartner has released a research report on the PC, tablet, smartphone.
2014, the global PC market sales of 315 million units, down 0.2%; global tablet sales of 2.16 million units, an increase of 4.8%. Lu Jun wide analysis, said: "PC is already a thing of the past, and glorious tablet only lasted less than three years, are now starting to decline."
As for the smartphone, relatively optimistic. 2014, the global smart phone sales reached 1.2 billion units, compared with 970 million units in 2013 increased by 28.4%. According to Gartner predicts that by 2015, the smart phone market is still able to maintain 26% growth rate.
However, "this part of the growth will come from emerging markets such as Africa, Southeast Asia." Lü wide representation, limited user income levels in these emerging markets, and is unlikely to change in the short term, "it also means that the future growth potential of the major smartphone low-end mobile phones. "He predicted that the vast majority of these emerging markets mobile phone prices will remain at around $ 100.
More needs to be noted that the width Lu Jun said: "By 2016, global smartphone growth plunged, while only 12% to 2018, the growth of smart phones is only 5% of the.." Soon, smartphones will fall into the PC, tablet similar predicament. What's more, Apple's market share to 20 percent control 90 percent of the entire industry profits, the rest of the smart phone manufacturers, the situation in the coming years will be more distress.
Fortunately, the rise of emerging intelligent hardware for hardware market energized.
Layout data exchange
2014, Google Glass, Apple Watch led to the rise of the wearable device market. Gartner predicts that by 2015 the global market wearable device shipments will reach 200 million units, of which about 100 million units in China. Meanwhile, Google, Apple, Samsung have begun through acquisitions layout smart home, car networking. In China, millet, BAT has gradually started "IOT (Internet of all things)." Layout.
Lu Jun wide introduction, according to the GSMA's latest survey on the global market, currently the most talked about is the smart home hardware products, 37% of consumers are concerned about the investigation of this product. In second place is the water, electricity, transportation, infrastructure, these accounted for 25% of the intelligence. Second wearable devices, accounting for about 13%.
"Opportunities in these areas, however, the hardware companies how to position themselves?" Appears in Lü wide, intelligent hardware is fragmented, with current enterprise dedicated to the hardware, different price rules of the game, "There are many intelligent hardware products, in fact, did not find the value proposition, they are only the product of intelligent of it. "
He believes that "the layout of the smart home business, we must take into account the combination of smart home and smart cities." For example, he describes, for example, if you do an air purifier, you should be aware, intelligent air purifiers can become urban air quality monitoring points, provide data support for the urban environment. The layout of smart appliances, smart meter business, you can generate electricity consumption data of the family, and to provide energy data for the city. "Furthermore, according to the family of smart home business intelligence, analysis of a district, an area of intelligence and security index is generated in these areas, price index, the level of consumption and so on data."
In addition, Lu Jun width also said that based on sports, health, medical and wearable devices, should be considered in conjunction with diet and the insurance industry. "According to the user's motion data, the insurance company should not discount? User's diet, exercise shoes, how to configure more reasonable? These needs, now we have not done, there is no data in different industries get through."
"Core data exchange is intelligent hardware." Lu Jun wide view, even if companies are now unable to realize the value of these data, it must consider carefully when product placement, "how to implement data storage, exchange technology, and how to do their own products and other products, faster links platform? from these directions considerations, enterprises should have the capabilities of their products, the value will be clearer and easier to find their own position. "
However, for the future, Lu Jun width think there are currently two major challenges, the first is data security, privacy. This discussion of the issue for many years, its core is transparent user data. According to Gartner's security survey, more transparent data exchange, the higher the degree of consumer acceptance. "Companies need to tell the user what I gather your data, how to store, and to bring the user to know the value of these data exchange." The second challenge is the standard data exchange between a large number of intelligent hardware, you need a unified interface technology, but also the need to build a more flexible, efficient network.
"If you grasp this opportunity would happen?" Lu Jun wide believe that Samsung is a typical case, the initial smartphone, Samsung glory without the two, but Samsung has failed to make any layout on ecosystems. Today, Samsung's hardware is rapidly shrinking. The fourth quarter of 2014, Samsung has finally stepped down, its global smartphone top spot, also ceded to Apple.
According to Gartner, by 2014, the total amount of equipment global PC, tablet, smartphone has reached 6.7 billion units, has become saturated. PC, tablet market has been declining, the growth of smartphones in the next two years will be reduced to 10% or less, the traditional hardware vendors suffered more serious challenges.
But on the other hand, smart glasses, smart watches to promote global wearable device market reached 200 million units of the scale, smart home is fiery in 2015 led to a wave of new wave of hardware, the new hardware product is moving towards value chain center, hardware companies ushered in a new development opportunities.
Wide Lu Jun said: "Just as smart phones to create a millet, as this wave of intelligent hardware, will create a new group of leaders."
Intelligent terminal "decline"
January 2015 - March, Gartner has released a research report on the PC, tablet, smartphone.
2014, the global PC market sales of 315 million units, down 0.2%; global tablet sales of 2.16 million units, an increase of 4.8%. Lu Jun wide analysis, said: "PC is already a thing of the past, and glorious tablet only lasted less than three years, are now starting to decline."
As for the smartphone, relatively optimistic. 2014, the global smart phone sales reached 1.2 billion units, compared with 970 million units in 2013 increased by 28.4%. According to Gartner predicts that by 2015, the smart phone market is still able to maintain 26% growth rate.
However, "this part of the growth will come from emerging markets such as Africa, Southeast Asia." Lü wide representation, limited user income levels in these emerging markets, and is unlikely to change in the short term, "it also means that the future growth potential of the major smartphone low-end mobile phones. "He predicted that the vast majority of these emerging markets mobile phone prices will remain at around $ 100.
More needs to be noted that the width Lu Jun said: "By 2016, global smartphone growth plunged, while only 12% to 2018, the growth of smart phones is only 5% of the.." Soon, smartphones will fall into the PC, tablet similar predicament. What's more, Apple's market share to 20 percent control 90 percent of the entire industry profits, the rest of the smart phone manufacturers, the situation in the coming years will be more distress.
Fortunately, the rise of emerging intelligent hardware for hardware market energized.
Layout data exchange
2014, Google Glass, Apple Watch led to the rise of the wearable device market. Gartner predicts that by 2015 the global market wearable device shipments will reach 200 million units, of which about 100 million units in China. Meanwhile, Google, Apple, Samsung have begun through acquisitions layout smart home, car networking. In China, millet, BAT has gradually started "IOT (Internet of all things)." Layout.
Lu Jun wide introduction, according to the GSMA's latest survey on the global market, currently the most talked about is the smart home hardware products, 37% of consumers are concerned about the investigation of this product. In second place is the water, electricity, transportation, infrastructure, these accounted for 25% of the intelligence. Second wearable devices, accounting for about 13%.
"Opportunities in these areas, however, the hardware companies how to position themselves?" Appears in Lü wide, intelligent hardware is fragmented, with current enterprise dedicated to the hardware, different price rules of the game, "There are many intelligent hardware products, in fact, did not find the value proposition, they are only the product of intelligent of it. "
He believes that "the layout of the smart home business, we must take into account the combination of smart home and smart cities." For example, he describes, for example, if you do an air purifier, you should be aware, intelligent air purifiers can become urban air quality monitoring points, provide data support for the urban environment. The layout of smart appliances, smart meter business, you can generate electricity consumption data of the family, and to provide energy data for the city. "Furthermore, according to the family of smart home business intelligence, analysis of a district, an area of intelligence and security index is generated in these areas, price index, the level of consumption and so on data."
In addition, Lu Jun width also said that based on sports, health, medical and wearable devices, should be considered in conjunction with diet and the insurance industry. "According to the user's motion data, the insurance company should not discount? User's diet, exercise shoes, how to configure more reasonable? These needs, now we have not done, there is no data in different industries get through."
"Core data exchange is intelligent hardware." Lu Jun wide view, even if companies are now unable to realize the value of these data, it must consider carefully when product placement, "how to implement data storage, exchange technology, and how to do their own products and other products, faster links platform? from these directions considerations, enterprises should have the capabilities of their products, the value will be clearer and easier to find their own position. "
However, for the future, Lu Jun width think there are currently two major challenges, the first is data security, privacy. This discussion of the issue for many years, its core is transparent user data. According to Gartner's security survey, more transparent data exchange, the higher the degree of consumer acceptance. "Companies need to tell the user what I gather your data, how to store, and to bring the user to know the value of these data exchange." The second challenge is the standard data exchange between a large number of intelligent hardware, you need a unified interface technology, but also the need to build a more flexible, efficient network.
"If you grasp this opportunity would happen?" Lu Jun wide believe that Samsung is a typical case, the initial smartphone, Samsung glory without the two, but Samsung has failed to make any layout on ecosystems. Today, Samsung's hardware is rapidly shrinking. The fourth quarter of 2014, Samsung has finally stepped down, its global smartphone top spot, also ceded to Apple.