TV industry competition stirred by Internet companies has become extremely calm in the first half of this year. In the second half of the year, the actions of Internet TV makers did not seem to stick to the single hardware of televisions. They found other hardware that carried content, and they all tried to develop them. For example, the micro-whale product line developed last year was launched in the second generation of the 618 period this year; there are also reports that Xiaomi will also release projection-related products in the near future.
Battered "First Half"
In response to the “second half†of the color TV industry, are Internet TV manufacturers going to the micro-investment market? This is also related to the continuing sluggish state of the color TV market in the first half of the year. The high-end wave driven by the consumption upgrade has not pacified the lack of demand caused by rising prices. Like the concept of "ecology, VR, and AR" last year, it no longer confuses people and consumers become rational. Therefore, from the first quarter, down 13.0% year-on-year, to 1.76 million dismal sales in the second quarter of May, the state of the entire market can be described as sluggish.
The camp of the display technology is also a red-eared acupuncture, and the quantum dot camp held a quantum dot forum summit. The OLED camp is even more appealing by the return of Sony. All parties want to gain market attention through greater voice.
Essentially, regardless of what kind of concept products are being implemented, most vendors are still focusing on the iteration iterations of small-scale hardware. Only a part of Internet companies have begun to work on "ecological" related products under the high pressure of the market. Although they used to call the slogan of "ecology," they have only begun to do "ecological" things until now.
Projection becomes an important supplementary projection of “ecologyâ€, which is an important supplement for TV manufacturers to implement “ecologyâ€. Why projection, can be explained from two aspects. The first is the market. No matter whether micro-projection or laser projection, with the continuous development of LED light source/laser light source, they have begun to move from the niche market to a mature market. The cost has been declining, and the manufacturing threshold is also declining. "The value of the public acceptance will be higher and higher.
The second is the cost. Projection can share the original content system of Internet TV manufacturers and the marginal revenue is obviously increasing. Basically, every Internet company involved in the color TV industry will focus on its own content system, including its own operating system, exclusive content resources, and exclusive smart concepts. If these are the core of the Internet company, then More hardware will share this set of cores, and it will increase the effectiveness of the core. The chance of relying on the core to make a profit becomes wider and wider.
Of course, there is no lack of outstanding producers in the projection market. Even if it is smart micro-investment that has only been on track in recent years, there are also many outstanding participants. Manufacturers already rooted in the color TV industry, how to ensure their diversified tentacles Can you insert this projection line? Probably rely on the "breaking power" of the traditional color TV industry.
Take the current micro-investment market, product differentiation has yet to be "destroyed," and the price of the product can also be "destroyed."
Although the appearance of the products is individual, the optical components inside are basically from several identical suppliers. The difference between hardware and price is not obvious. The 1080P highlight projection also appears only on the flagship products of several brands. In terms of content, it is not like LeTV and Microwhale have the strength to make a profit or loss. Basically, they rely on cooperation and outsourcing. When competing with veteran projector makers, they are still unable to take advantage of their supply chain and channel layout. As a result, there has been no significant increase in sales and no significant cost reductions. The concept of intelligent micro-investment is only recognized by a few people.
After the Internet companies that originally set up color TVs came in, they would bring in their users. This is a terrible place. Compared with the flourishing of Internet TV, micro-investment is still like the beginning of the market, this piece of blue ocean is also very promising. In the company's internal structure, the experience of TV has been fully used. Design, structure, software, content, management, supply chain relations, and effective collaboration between them are all their advantages.
For firmware updates and content development that require "long-tailed" input, only a corresponding porting is required. Once the brand effect has driven the growth of user groups, the growth of micro-investment in this niche market is certainly unimaginable. This has become a benign cycle, "custom" cooperation in the supply chain, to create more and more differentiation, the scale of growth will inevitably lead to continuous reduction in costs. The price war in a micro-investment industry is likely to be ignited.
In fact, there has recently been an example to witness this "advantage" of Internet TV manufacturers. At the 618 E-Commerce Festival that just passed, as the main manufacturer of television Internet micro whale, it launched its second smart micro-projection, with its ultra-high brightness, occupying the top spot in the projector sales rankings. One. Leading the long-established pole rice in this field, as well as the traditional projection maker BenQ. We do not deny that the micro-whale has done enough to market the entire 618 flagship, but without the aforementioned advantages, the micro-whale will not win so easily.
Is diversity in the "second half" feasible?
The second half of the Internet color TV manufacturers, in fact, far more than just move to the projection so simple. What is seen from them is a diversified trend. The diversification and specialization of Internet companies have recently led to the renewal of the old-fashioned topic by Wang Xin of the US delegation and Liang Jianzhang of Ctrip. It is possible to use the points they discussed to summarize the diversified development trend of the Internet color TV industry.
We have seen companies such as BAT all have their own areas of expertise, such as search engines, e-commerce platforms, and social software, which are typical examples of professional success. However, the cost of specialization is extremely high. In the rapidly changing Internet age, it may not have been waiting for you to grow up. It has already been shot on the shore. Diversification is actually a kind of pave for specialization. As long as it adheres to the same core in diversification, then enterprises will not be slow and boundless.
The core of Internet TV manufacturers is the content operation. They naturally cannot compare the panel technology with Samsung and the picture quality engine with Sony. However, these are only their diversified tools, including projection and all products that can carry their core content in the future. Are their tools. The premise is that this kind of core can make the tool profitable.
And the diversity we oppose is the short-sighted behavior of having no marginal and core diversity, relying solely on the flow of dividends to make money. Selling TV to sell cars and selling mobile phones to open department stores is worth reflecting.
Smart TV/box information can focus on smart TV information network sofa butler (http://), China's influential TV box and smart TV website, providing information, communication, etc. on TV boxes, smart TVs, smart TV software, etc. Answering questions.
In response to the “second half†of the color TV industry, are Internet TV manufacturers going to the micro-investment market? This is also related to the continuing sluggish state of the color TV market in the first half of the year. The high-end wave driven by the consumption upgrade has not pacified the lack of demand caused by rising prices. Like the concept of "ecology, VR, and AR" last year, it no longer confuses people and consumers become rational. Therefore, from the first quarter, down 13.0% year-on-year, to 1.76 million dismal sales in the second quarter of May, the state of the entire market can be described as sluggish.
Source: Zhong Yi Kang omnichannel
Everyone is in a hurry. In an atmosphere of repression, they all want to move a little and gain attention and seek growth. In the first half of the year, almost all TV manufacturers sold all of their conferences for the entire year, which is arguable. And they put a new round of labels for themselves, of which "artificial intelligence" is the most positive performance. TCL, Changhong, Sony, LeTV, Little Whale, and Cool Open all caught up. Based on this, plus a few other elements, you can become unique, such as "artificial intelligence quantum dot TV", "artificial intelligence sharing TV." Quite like an ant on a hot pot, anxious to get together. The camp of the display technology is also a red-eared acupuncture, and the quantum dot camp held a quantum dot forum summit. The OLED camp is even more appealing by the return of Sony. All parties want to gain market attention through greater voice.
Essentially, regardless of what kind of concept products are being implemented, most vendors are still focusing on the iteration iterations of small-scale hardware. Only a part of Internet companies have begun to work on "ecological" related products under the high pressure of the market. Although they used to call the slogan of "ecology," they have only begun to do "ecological" things until now.
Projection becomes an important supplementary projection of “ecologyâ€, which is an important supplement for TV manufacturers to implement “ecologyâ€. Why projection, can be explained from two aspects. The first is the market. No matter whether micro-projection or laser projection, with the continuous development of LED light source/laser light source, they have begun to move from the niche market to a mature market. The cost has been declining, and the manufacturing threshold is also declining. "The value of the public acceptance will be higher and higher.
The second is the cost. Projection can share the original content system of Internet TV manufacturers and the marginal revenue is obviously increasing. Basically, every Internet company involved in the color TV industry will focus on its own content system, including its own operating system, exclusive content resources, and exclusive smart concepts. If these are the core of the Internet company, then More hardware will share this set of cores, and it will increase the effectiveness of the core. The chance of relying on the core to make a profit becomes wider and wider.
Take the current micro-investment market, product differentiation has yet to be "destroyed," and the price of the product can also be "destroyed."
Although the appearance of the products is individual, the optical components inside are basically from several identical suppliers. The difference between hardware and price is not obvious. The 1080P highlight projection also appears only on the flagship products of several brands. In terms of content, it is not like LeTV and Microwhale have the strength to make a profit or loss. Basically, they rely on cooperation and outsourcing. When competing with veteran projector makers, they are still unable to take advantage of their supply chain and channel layout. As a result, there has been no significant increase in sales and no significant cost reductions. The concept of intelligent micro-investment is only recognized by a few people.
For firmware updates and content development that require "long-tailed" input, only a corresponding porting is required. Once the brand effect has driven the growth of user groups, the growth of micro-investment in this niche market is certainly unimaginable. This has become a benign cycle, "custom" cooperation in the supply chain, to create more and more differentiation, the scale of growth will inevitably lead to continuous reduction in costs. The price war in a micro-investment industry is likely to be ignited.
In fact, there has recently been an example to witness this "advantage" of Internet TV manufacturers. At the 618 E-Commerce Festival that just passed, as the main manufacturer of television Internet micro whale, it launched its second smart micro-projection, with its ultra-high brightness, occupying the top spot in the projector sales rankings. One. Leading the long-established pole rice in this field, as well as the traditional projection maker BenQ. We do not deny that the micro-whale has done enough to market the entire 618 flagship, but without the aforementioned advantages, the micro-whale will not win so easily.
Is diversity in the "second half" feasible?
The second half of the Internet color TV manufacturers, in fact, far more than just move to the projection so simple. What is seen from them is a diversified trend. The diversification and specialization of Internet companies have recently led to the renewal of the old-fashioned topic by Wang Xin of the US delegation and Liang Jianzhang of Ctrip. It is possible to use the points they discussed to summarize the diversified development trend of the Internet color TV industry.
The core of Internet TV manufacturers is the content operation. They naturally cannot compare the panel technology with Samsung and the picture quality engine with Sony. However, these are only their diversified tools, including projection and all products that can carry their core content in the future. Are their tools. The premise is that this kind of core can make the tool profitable.
And the diversity we oppose is the short-sighted behavior of having no marginal and core diversity, relying solely on the flow of dividends to make money. Selling TV to sell cars and selling mobile phones to open department stores is worth reflecting.
Smart TV/box information can focus on smart TV information network sofa butler (http://), China's influential TV box and smart TV website, providing information, communication, etc. on TV boxes, smart TVs, smart TV software, etc. Answering questions.
SUNLUX IOT Technology (Guangdong) INC. , https://www.sunluxbarcodereader.com