Kupinda kwaDJI Kunomutsa Kufarira, Asi Robot Vacuum Cleaner Indasitiri Inoyambira Vatsva; Traditional Giants Mira
Sohu Finance: Kubva pamaonero makuru, vatsva vangapinda sei vachipihwa musika wepamusoro mumusika wazvino robhoti vacuum cleaner?
Iwe Danny: Zano rangu nderekuti: usapinde. Iyo robhoti vacuum yekuchenesa indasitiri yakaoma zvakanyanya ikozvino. Mamwe makambani eshamwari "akatofa." Ini ndinoraira chero kambani kusapinda mundima iyi. Unogona kudyara 200 miriyoni RMB uye uchiri kutadza; kubudirira hazviitike. Makambani anotungamira anodyara mari hombe pagore, uye kudzokororwa kwechigadzirwa kunokurumidza. Saka, gara kunze.
Sohu Finance: Nekudaro, vamwe vanotenda kuti mwero wekupinda kwemarobhoti vacuum cleaners hausati wakwira, zvichipa mukana?
Iwe Danny: Ndizvozvo, asi mapoinzi akakosha aripo. Mishumo inoratidza kuti musika wepasi rose marobhoti vacuum cleaner pari zvino mamirioni makumi maviri emayuniti, akamira kwemakore mashanu-6. Kunyange zvazvo vhoriyamu isati yakura, chimiro chechigadzirwa nemutengo zvachinja - kubva kune-zviteshi zvepasi kusvika kune ese-mu-one base station. Mumakore mashanu anotevera, kutengesa kwepasi rose kunogona kupeta kusvika kumamiriyoni makumi mana emayuniti. Asi vachapinda vatsva kana ivo varipo vepamusoro 5-8 vatambi vachatora kukura uku? Parizvino, vatungamiriri ndivo vari kutora mugove.
Sohu Finance: Uri kurayira kusapinda semhando kana seOEM?
Iwe Danny: Hapana akakodzera. Sei kupinda kana zvichireva kurasikirwa? Branding inorasikirwa nezvakawanda, OEM zvishoma, asi hapana chinobatsira. Kana mikana mitsva ikabuda mumakore 3-5, zvakanaka kuita ipapo. Asi ikozvino, zvinorwadza chero munhu.
Sohu Finance: Kureva nezvekutengesa mudzimba? Vazhinji vari kuwedzera mhiri kwemakungwa.
Iwe Danny: Zvemukati uye kunze kwenyika zvakafanana izvozvi; ivo vachabatanidzwa. Overseas tech inononoka nemakore 2-3 ichienzaniswa neChina, uye misika yakakamukana, zvichiita kuti makwikwi asanyanya.zvakadaro. Asi zvichange zvisingadzivisiki kuva nehasha, zvichida mukati memakore 2-3.
Sohu Finance: Rubatsiro rwenyika rwakashanda sei gore rino?
Iwe Danny: Yekutanga wave muna 2024 yaive nemhedzisiro yakajeka. Gore rino, kukanganisa kwayo kune zvishoma; haifambisi kukura kwakakosha sepakutanga. Kubva kushamwari, epamba robhoti vacuum cleaner kutengesa panguva 618 akanga asina kunyanya kusimba; vatungamiriri vazhinji havana kuburitsa mishumo yekutengesa.
Sohu Mari: Hofori dzechinyakare dzemidziyo dzakapinda mumusika wemarobhoti vacuum cleaner, asi mukana wavo wekukura unoratidzika kunge usina kushandiswa. Sei?
Iwe Danny: Iyo marobhoti vacuum yekuchenesa musika inoshanduka nekukurumidza. Vatungamiri vane mari, nzira, uye vanoshivirira kurasikirwa kwehurongwa. Kudyara kwepagore kwakakura kunodiwa, uye nzira dzetekinoroji dzinochinja nekukurumidza (zviteshi zvepasi, maoko emarobhoti, nzira dzemopping). Makambani makuru ane sarudzo dzinononoka (18 mwedzi vs. 8 mwedzi kune vamwe). Zvigadzirwa zvinogona kuve zvekare zvisati zvatanga. Hofori “hadzina simba”; vane mari asi havazive pekutarisisa. Vangangoda kumirira makore 3-5 kuti musika ugadzikane kuti uwedzere mabhenefiti avo.
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Sohu Mari: Ndeapi azvino makiyi ekuvandudza mune robhoti vacuum cleaner tech?
Iwe Danny: Mashifiti makuru: Pre-2019, laser{5}guided single units dzaive huru. iRobot yakakurumbira mayunitsi ane base zviteshi zvekurasa guruva otomatiki. Zvadaro, Narwal J1 yakaunza maviri{{6}roll self{8}}yekuchenesa mopping, ichiteverwa neEcovacs X1's all-mu{14}one base station (yazvino, mutengo wakadzikira kubva ku5000+ RMB). Gare gare kwakauya zvidiki zvinodzokororwa: Robhoti robhoti rerobhoti rekuchenesa mupendero (rinoshandiswa neDJI, ingangoita chiyero cheramangwana), AI algorithm inokwidziridzwa yekudzivirira zvipingamupinyi (semuenzaniso, Narwal), uye chaiyo-nguva mopping ("mvura mhenyu mopping"). Azvino marobhoti vacuum cleaners zvakare akavandudza kugona kukwira (5-6 cm vs yekare 1-2 cm). DJI inonzi inonetseka pa2 cm.
Sohu Finance: Iyo indasitiri iri kutora sei iyo 3D robhoti maoko anoratidzwa kuCES?
Iwe Danny: Roborock naDreame maoko ekunhonga zvinhu magimmicks. Sezvingabvira vazhinji vashandisi vanozvitenga; kubhadhara zviuru nezviuru zvekunhonga masokisi asina kuvimbika-hazvina basa. Iko corporate tech showcasing, kwete kutarisira kutengesa. Hapana budiriro huru inotarisirwa mumakore matatu nekuda kwenyaya dzisina kujeka dzekushandisa. Vamwe vangangove vasingateveri, kunze kwePR. Vatengi vanobvunza nezve premium.
Sohu Mari: Padivi pekusimudzira nekukurumidza, vamwe vemukati vanoshoropodza "involution" isina musoro (semuenzaniso, simba rekusveta rakawandisa, gakava rekugadzira bhurashi). Maonero ako?
Iwe Danny: Involution haidzivisiki. Asi zvinoda mubairo, sebvunzo dzinotungamira kune magwaro. Musika weChinese unokwikwidza zvakanyanya, hauna pundutso. Nzira yeramangwana? Kukunda iRobot. Mafemu eChinese ari kuwedzera mhiri kwemakungwa; zvingangove mhando dzepasi rose dzichave dzeChinese mukati memakore mashanu. Tech{{5}yakachenjera, involution inobatsira makambani (nekubvisa vakwikwidzi vakaita seiRobot, yava pachinhanho chechitanhatu/7), asi zvinorwadza vanhu vari kunetseka kuti vafambirane.
Sohu Finance: Ko vatengi vanozopedzisira vabhadhara involution? Zvakavanakira here?
Iwe Danny: Parizvino, involution yakawanda inobatsira vatengi. Robhoti vacuum cleaners inodhura 2000-3000 RMB ikozvino vs. 5000-7000 RMB kare. Vatengi vanokunda; vatambi vemaindasitiri vanotambura nekuda kwemakwikwi asingaperi uye mari ine njodzi.
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Sohu Mari: Sei iyo robhoti vacuum yekuchenesa indasitiri yakakura nekukurumidza muSuzhou/Shenzhen?
Iwe Danny: Industrial heritage. Suzhou ine Ecovacs (yakatanga nevacuum cleaners, yakatamira kune marobhoti vacuum cleaners kutanga 2000s), ipapo Dreame (kutanga vacuums, OEM nokuda Xiaomi). Shenzhen inobata mamwe maOEM (Yinxing, Baole, Lesheng, ILIFE) uye makambani akaita seNarwal neRoborock (kugadzira leans Shenzhen). Talent ari concentrate ipapo.
Sohu Finance: Yakakosha sei mupiro waXiaomi, kupihwa vatungamiriri vazhinji vaive vadyidzani vayo ecosystem?
Iwe Danny: Xiaomi akabatsira zvakanyanya. Marobhoti ekutanga ekuchenesa (senge iRobot) aidhura, kuona -chete, uye -setoyi. Xiaomi's ecosystem yakaiswa muRoborock. Laser yavo yekutanga{5}yakatungamira robhoti vacuum cleaner, ine mutengo ~1499 RMB (hazvigoneki kune vamwe ipapo), yakaputika musika, ichifambisa Roborock. Sezvo Roborock yaitevera mhando yayo (nekuda kwekudzika kweXiaomi OEM margins), Xiaomi yakabatana neDreta, Yeecov, nezvimwewo. Xiaomi yakafambisa kukura kwekutanga asi munguva pfupi yapfuura yakanetsekana kuti ienderane nekukurumidza shanduko. Nekudaro, Xiaomi inoramba yakasimwa mari uye iri kuwedzera kuedza, zvichigona kuwanazve nzvimbo yepamusoro.
Sohu Mari: Inogona Xiaomi kutungamira zvakare kuburikidza nekutengesa cheni / mutengo?
Iwe Danny: "Kutungamira" kwakaoma, asi Xiaomi inogona kuwana yakakwira vhoriyamu yekutumira kuburikidza nemitengo uye mhiri kwemakungwa chiteshi, kunyanya kana chigadzirwa parity chiripo. Mazano avo ari kusimukira - pamwe achienda kune kuzvigadzira-semidziyo yavo mikuru) pane kungovimba nevadyidzani ve ecosystem, sezvo tarenda nemaitiro zvakura.
Sohu Mari: Mazhinji marobhoti vacuum cleaner makambani ari kusiyanisa (semuenzaniso, midziyo mikuru). Maonero ako?
Iwe Danny: Matanho anosiyana zvichienderana nezviwanikwa uye synergies: mamwe akananga kumidziyo, mamwe akananga kune akasiyana marobhoti (madziva ekuchenesa, mowers, akaiswa AI).
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Sohu Mari: Ndeipi nhanho iyo robhoti vacuum yekuchenesa indasitiri mune? Nderipi danho rinotevera?
Iwe Danny: Uchiri mukukura nekukurumidza / shanduko, wakamirira kukura kwemusika. Kupinza kunoramba kwakaderera asi mafomu echigadzirwa akachinja. Dzimba nyowani dzinowedzera kudoma nzvimbo / pombi dzemarobhoti vacuum cleaners, zvichiratidza shanduko inogona kuve midziyo yakajairika senge washer / mafiriji. Kukura uku kuchanonoka. Kuwanda kwemusika wepasi rose kunogona kupeta kaviri mumakore mashanu.
Sohu Mari: Mafambiro ekuvandudza ramangwana? semuenzaniso, 3D nzvimbo?
Iwe Danny: Nguva diki-: Kudzikiswa kwemitengo kwakakosha pakutorwa kwakakura. Mitengo inofanira kudonha (semuenzaniso, ~ 1500 RMB mudzimba, ~$300 USD mhiri kwemakungwa). Supply chain optimization uye tech iteration inodiwa kuchengetedza kushanda uku uchidzikisa mitengo. Mitengo yave kutodzikira zvakanyanya. 3D kukura kwenzvimbo kuri kuongororwa asi hazviite kuti kuve zvigadzirwa zvevatengi munguva pfupi iri kutevera (sezvakaita AI).
2000-3000 RMB Tier Inosangana ne90% yeDay Needs
Sohu Mari: Maonero emutengi: Maitiro ekusarudza akakodzera robhoti vacuum yekuchenesa?
Iwe Danny: Sarudza epamusoro mashanu emhando dzepamba. Tech yakaoma; zvimwe zvinogona kukonzera kutemwa nemusoro. Mabasa makuru: Kusveta & Mopping. Suction (3000-4000Pa) inowanzokwana mudzimba (kapeti shoma). Mopping misiyano (pad vs. mhenyu mvura) nyaya shoma nokuda 90% of scenarios (guruva, bvudzi) vs. yakanyanyisa messes (pet tsvina, mafuta). Iyo 2000-3000 RMB tier kubva kumhando yepamusoro inokwana kune zvakawanda zvezuva nezuva zvinodiwa. High-end ndeyekusarudza.
Sohu Mari: Kupfuura kuyamwa / kukorobha, ndeapi maparamita anodzivirira misungo?
Iwe Danny: Chenjera ongororo dzinotsausa nemiedzo isingaite (semuenzaniso, makamuri ese esoya muto). Zvigadzirwa kubva kumakambani epamusoro anoedzwa zvakasimba. Sarudza mazita ane mukurumbira mukati mebhajeti yako; kushanda kuchasangana nezvinodiwa zvezuva nezuva. Zvinhu zvakawanda zvakanyanyisa.
Sohu Mari: Kangani vatengi vanofanira kutsiva robhoti vacuum cleaner?
Iwe Danny: Parizvino, 2-3 makore, akafanana nemafoni. Rapid iteration zvinoreva kutsiva kutenderera kunoitika kunyangwe kana functional.
