Kwinjira kwa DJI Bitera Inyungu, Ariko Inganda Zisukura Imashini za Robo ziburira abashya; Ibihangange gakondo Tegereza
Sohu Finance: Urebye kuri macro, nigute abinjira bashya bashobora gucamo bitewe nuko isoko ryinshi ryibanda kumasoko ya robine vacuum isukuye?
Wowe Danny: Inama nakugira: ntukinjire. Inganda zisukura robot zikora ibintu biragoye cyane ubu. Amasosiyete amwe n'amwe y'inshuti yamaze "gupfa." Ndagira inama sosiyete iyo ari yo yose kwirinda kwinjira muri uru rwego. Urashobora gushora miliyoni 200 z'amafaranga y'u Rwanda kandi birashoboka ko byananirana; gutsinda ntibishoboka. Amasosiyete akomeye ashora amafaranga menshi buri mwaka, kandi gusubiramo ibicuruzwa birihuta. Noneho, guma hanze.
Sohu Finance: Ariko, bamwe bemeza ko igipimo cyo kwinjira mumashanyarazi ya robine itaragera hejuru, byerekana amahirwe?
Wowe Danny: Nibyo, ariko ingingo zingenzi zirahari. Raporo zerekana ko isoko rya robot vacuum isukura kwisi yose ubu ifite miriyoni 20, ihagaze mumyaka 5 - 6. Mugihe ingano itigeze ikura, imiterere yibicuruzwa nigiciro byahindutse - kuva kuri - ibice fatizo bya sitasiyo kugeza kuri - muri sitasiyo imwe. Mu myaka itanu iri imbere, kugurisha kwisi birashobora kwikuba kabiri kugera kuri miliyoni 40. Ariko abinjira bashya cyangwa abakinyi ba mbere 5-8 bazafata iri terambere? Kugeza ubu, ni abayobozi bafata umugabane.
Sohu Finance: Uratanga inama yo kwirinda kwinjira nkikirango cyangwa nka OEM?
Wowe Danny: Ntanubwo bikwiye. Kuki winjira niba bivuze igihombo? Kwamamaza bitakaza byinshi, OEM bike, ariko ntanubwo byunguka. Niba amahirwe mashya agaragaye mumyaka 3-5, nibyiza gukora icyo gihe. Ariko ubu, birababaje umuntu wese.
Sohu Imari: Yerekeza kugurisha imbere? Benshi baraguka mumahanga.
Wowe Danny: Imbere no kohereza hanze birasa ubu; bazahuzwa. Tekinoroji yo mu mahanga idindira imyaka 2-3 ugereranije n'Ubushinwa, kandi amasoko yacitsemo ibice, bigatuma amarushanwa adakomeranyamara. Ariko byanze bikunze bizaba ubukana, birashoboka mumyaka 2-3.
Sohu Finance: Inkunga y'igihugu yagenze neza muri uyu mwaka?
Wowe Danny: Umuhengeri wambere muri 2024 wagize ingaruka zigaragara. Uyu mwaka, ingaruka zayo ni nke; ntabwo itera gukura gukomeye nka mbere. Uhereye kubitumanaho, kugurisha imashini za robot zo mu rugo mugihe cya 618 ntabwo zari zikomeye cyane; abayobozi benshi ntibasohoye raporo zagurishijwe.
Sohu Finance: Ibihangange ibikoresho gakondo byinjiye mumasoko ya robot vacuum isuku, ariko inyungu zabo zisa nkizidakoreshwa. Kubera iki?
Wowe Danny: Isoko rya robot vacuum isuku iratera imbere byihuse. Abayobozi bafite igishoro, imiyoboro, kandi bihanganira igihombo cyibikorwa. Ishoramari rinini ryumwaka rirakenewe, kandi inzira zikoranabuhanga zirahinduka byihuse (sitasiyo fatizo, intwaro za robo, uburyo bwo gushushanya). Ibigo binini bifite ibyemezo byihuta (amezi 18 vs . 8 amezi kubandi). Ibicuruzwa birashobora kuba bishaje mbere yo gutangira. Ibihangange "bidafite imbaraga"; bafite amafaranga ariko ntibazi aho bagomba kwibanda. Bashobora gukenera gutegereza imyaka 3-5 kugirango isoko ihagarare kugirango bakoreshe ibyiza byabo.
Iteration ya Tekinike Yinshi ituma amarushanwa akomeye byanze bikunze
Sohu Finance: Nibihe bishya biherutse gukorwa muri tekinoroji ya robot vacuum?
Wowe Danny: Impinduka zikomeye: Pre - 2019, laser - ibice byayoboye byari bisanzwe. iRobot yamamaye ibice hamwe na sitasiyo fatizo yo guta umukungugu byikora. Hanyuma, Narwal J1 yashyizeho uburyo bubiri - kwizunguruka - gukuramo isuku, bikurikirwa na Ecovacs X1 byose - muri - sitasiyo imwe (icyerekezo ubu, igiciro cyikubye kabiri 5000+ RMB). Nyuma haje gusubiramo bito: Ukuboko kwa robo ya Dreame mugusukura inkombe (ikoreshwa na DJI, birashoboka ko izaza ejo hazaza), kuzamura AI algorithm yo kwirinda inzitizi (urugero, Narwal), hamwe no gukata igihe ("gukuramo amazi nzima"). Isuku ya robot isukuye nayo yongereye ubushobozi bwo kuzamuka (cm 5-6 vs ishaje 1-2 cm). DJI ngo biragoye kuri cm 2.
Sohu Finance: Nigute inganda zifata intwaro za robo za 3D zerekanwa muri CES?
Wowe Danny: amaboko ya Roborock na Dreame yo gutoragura ibintu ni ibintu byiza. Ntabwo bishoboka ko abakoresha benshi babigura; kwishyura ibihumbi byinyongera kubisogisi itizewe - gutoranya ntibikwiye. Nubuhanga bwa tekinoroji yerekana, udategereje kugurisha. Nta terambere rikomeye riteganijwe mu myaka 3 kubera imanza zidasobanutse. Abandi birashoboka ko batazakurikira, usibye PR. Abaguzi barabaza premium.
Imari ya Sohu: Kuruhande rwiterambere ryihuse, bamwe mubari imbere banegura "uruhare" rudafite ishingiro (urugero, imbaraga zokunywa birenze urugero, impaka zo gushushanya). Ubona iki?
Wowe Danny: Uruhare byanze bikunze. Ariko ikeneye ibisubizo, nkibizamini biganisha ku mpamyabumenyi. Isoko ryUbushinwa rirarushanwa cyane, ntabwo ryunguka. Inzira izaza? Gutsinda iRobot. Ibigo by'Abashinwa bigenda byiyongera mu mahanga; birashoboka ko ibirango byisi bizaba abashinwa mumyaka itanu. Tekinike - ubwenge, uruhare rufitemo inyungu ibigo (mugukuraho abanywanyi nka iRobot, ubu iri kumwanya wa 6/7), ariko bikomeretsa abantu baharanira gukomeza umuvuduko.
Sohu Imari: Abaguzi amaherezo bishyura uruhare? Nibyiza kuri bo?
Wowe Danny: Kugeza ubu, uruhare rwinshi rugirira akamaro abaguzi. Imashini ya robine isukura igura 2000-3000 Amafaranga ubu vs . 5000-7000 Amafaranga mbere. Abaguzi baratsinze; abakora inganda barababara kubera irushanwa ridahwema gushora imari.
Umusanzu munini wa Xiaomi; Ashobora kongera ishoramari
Sohu Finance: Kuki inganda za robot vacuum zisukura zateye imbere byihuse muri Suzhou / Shenzhen?
Wowe Danny: Umurage winganda. Suzhou ifite Ecovacs (yatangiranye nogusukura vacuum, yimukira muri robot vacuum isukura mu ntangiriro ya 2000), hanyuma Dreame (yatangiye vacuum, OEM kuri Xiaomi). Shenzhen yakiriye izindi OEM (Yinxing, Baole, Lesheng, ILIFE) hamwe namasosiyete nka Narwal na Roborock (inganda zishingiye kuri Shenzhen). Impano iribanda aho.
Sohu Finance: Umusanzu Xiaomi wagize uruhare runini, urebye abayobozi benshi bari abafatanyabikorwa ba ecosystem?
Wowe Danny: Xiaomi yagize uruhare runini. Imashini ya robot yambere isukura (nka iRobot) yari ihenze, iyerekwa - gusa, nigikinisho - nka. Ibinyabuzima bya Xiaomi byashora imari muri Roborock. Lazeri yabo ya mbere - yayoboye robot vacuum isuku, igurwa ~ 1499 RMB (ntibishoboka kubandi icyo gihe), yaturikiye isoko, itera Roborock. Mugihe Roborock yakurikiranaga ikirango cyayo (kubera marike ya Xiaomi OEM), Xiaomi yafatanije na Dreame, Yeecov, nibindi. Nyamara, Xiaomi akomeje gushora imari kandi arimo kongera imbaraga, birashoboka ko yagarura umwanya wa mbere.
Sohu Imari: Xiaomi irashobora kongera kuyobora binyuze murwego rwo gutanga / igiciro?
Wowe Danny: "Kurongora" biragoye, ariko Xiaomi ashobora kugera ku bicuruzwa byinshi byoherejwe binyuze mu biciro no mu nzira zo hanze, cyane cyane niba ibicuruzwa bihari. Ingamba zabo ziragenda zihinduka - birashoboka ko berekeza ku kwikorera - gukora (nkibikoresho byabo byingenzi) aho kwishingikiriza gusa kubufatanye bwibidukikije, kuko impano nubuziranenge bimaze gukura.
Sohu Imari: Imashini nyinshi zangiza robot ibigo biratandukanye (urugero, ibikoresho bikomeye). Ubona iki?
Wowe Danny: Ingamba ziratandukanye zishingiye kubutunzi no guhuza: bimwe bigana ibikoresho, ibindi bigana kuri robo zitandukanye (isuku ya pisine, imashini, ikubiyemo AI).
Ingano yisoko irashobora gukuba kabiri mumyaka 5; Kugabanya Ibiciro Nibyingenzi
Sohu Imari: Ni ikihe cyiciro uruganda rukora robot rukora? Iyo icyiciro gikurikira?
Wowe Danny: Biracyari mu iterambere ryihuse / impinduka, dutegereje kuzamuka kwubushobozi bwisoko. Kwinjira bikomeza kuba bike ariko imiterere yibicuruzwa yarahindutse. Amazu mashya aragenda agaragaza umwanya / amazi yogeza robot vacuum isuku, byerekana impinduka zishobora kuba ibikoresho bisanzwe nkuwamesa / frigo. Iri terambere rizatinda. Ubushobozi bwisoko ryisi bushobora gukuba kabiri mumyaka itanu.
Sohu Imari: Icyerekezo cyiterambere? urugero, umwanya wa 3D?
Wowe Danny: Amagambo magufi -: Kugabanya ibiciro ni ngombwa muburyo bwagutse. Ibiciro bigomba kugabanuka (urugero, ~ 1500 RMB imbere mu gihugu, ~ $ 300 USD mumahanga). Gutanga urunigi rwiza hamwe na tekinoroji irakenewe kugirango ukomeze imikorere mugihe ugabanya ibiciro. Ibiciro bimaze kugabanuka cyane . 3 D Umwanya wo kwagura umwanya urimo gushakishwa ariko ntibishoboka ko uhinduka ibicuruzwa byabaguzi vuba (nka AI ikubiyemo).
2000-3000 Amafaranga y'icyiciro ahura 90% y'ibyifuzo bya buri munsi
Sohu Imari: Icyerekezo cyabaguzi: Nigute ushobora guhitamo robot ikwiye?
Wowe Danny: Hitamo ibirango 5 byambere murugo. Ikoranabuhanga riragoye; abandi barashobora gutera umutwe. Imikorere yibanze: Guswera & Mopping. Kunywa (3000 - 4000Pa) muri rusange birahagije imbere mu gihugu (itapi nkeya). Gutandukanya ibintu (padi n'amazi mazima) bifite agaciro gake kuri 90% ya ssenariyo (umukungugu, umusatsi) hamwe n'akajagari gakabije (imyanda y'amatungo, amavuta). Urwego 2000-3000 rwamafaranga kuva kumurongo wo hejuru birahagije kubyo ukenera buri munsi. Urwego rwohejuru rurahinduka.
Sohu Imari: Kurenga guswera / gushushanya, ni ibihe bipimo birinda imitego?
Wowe Danny: Witondere kubeshya hamwe nibizamini bidashoboka (urugero, ibyumba byose bya soya). Ibicuruzwa biva mu masosiyete akomeye bikorerwa ibizamini bikomeye. Hitamo ibirango bizwi muri bije yawe; imikorere izahuza ibikenewe buri munsi. Ibintu byinshi birakabije.
Sohu Finance: Ni kangahe abaguzi bagomba gusimbuza robot vacuum?
Wowe Danny: Kugeza ubu, imyaka 2-3, bisa na terefone. Kwihuta byihuse bisobanura gusimburana bibaho nubwo byaba imikorere.
