专栏名称: 经济学人集团
经济学人集团是分析国际商业及时事的主要来源。我们通过报纸杂志,会议商讨及电子服务等各种形式为您提供全方位信息
目录
相关文章推荐
参考消息  ·  空中遭遇无人机?卢卡申科:我没冒汗 ·  昨天  
陶博士2006  ·  241003 你就是奴性十足 ·  3 天前  
首席商业评论  ·  大涨前夜,我割掉了股票基金,买入了债券 ·  5 天前  
参考消息  ·  致敬!国家勋章和国家荣誉称号获得者名单 ·  1 周前  
51好读  ›  专栏  ›  经济学人集团

家居物联网遭遇商业困境 | 双语试读

经济学人集团  · 公众号  · 国际 财经  · 2016-10-25 18:20

正文

点击关注“经济学人”,欢迎订阅或置顶

安全性不是物联网的唯一问题。尽管高科技公司百般努力,到目前为止,消费者对于把自己的家变得“智能”仍然表现得很抗拒。智能家居市场预计到2021年都还将保持缓慢增长,技术与市场定位都是瓶颈。《经济学人·全球商业评论》八月刊文章《智能所在》关注了几款突出重围的成功智能家居产品,今天带来中英文版本回顾。欢迎下载商论App,成为我们的订阅读者,获取更多双语文章


物联网


智能所在

实现互联家居所需时间将比预期要长


这场喧嚣已经持续了多年。分析师曾多次预测,给日常物品加上传感器和互联网功能的“物联网”将像手机上网的普及一样彻底改变人们的生活。供应商们把目光投向顾客家中,兜售的产品包括闹钟响起时自动开启的咖啡壶,按照一天中的时间自动调节的灯光和百叶窗,还有牛奶喝完时发送提醒的冰箱。不过到目前为止,消费者对于把自己的家变得“智能”大体上表现得很抗拒。


这并非由于高科技公司没有努力。它们倾注了大量的现金,努力把日常物品连接到互联网。2014年,谷歌给出了迄今最大金额的意向声明,出价32亿美元收购智能温控器厂商Nest,同时出价5.5亿美元收购家庭安保摄像头厂商Dropcam。Nest吸收了Dropcam,如今已成为最知名的智能家居品牌之一。然而,这也警示我们,这种小电器要进入主流需要花多长的时间。


Nest无疑让谷歌失望了。根据研究公司Strategy Analytics的报告,Nest在2015年仅售出130万个智能温控器,在过去几年中的累计销售量也只有250万个。几年来,公司主要在对现有产品做调整,而没有推出新产品。这也许可以解释为什么Nest的创始人和老板托尼·法戴(Tony Fadell)在6月3日下台,改在谷歌的母公司Alphabet担任顾问。法戴尔曾在苹果公司任职并设计了iPod,但却没能把他的魔力带给智能家居。


Nest的问题只是表象。研究公司Forrester的弗兰克·吉列特(Frank Gillett)称,仅有6%的美国家庭拥有智能家居设备,包括连接互联网的电器、家庭监控系统、扬声器或照明设备。这一比例的增长预计不会太快,到2021年也就将刚刚超过15%(见图表)。相信互联网应该在生活中无处不在的消费者太少了。普华永道咨询公司在英国进行的一项调查发现,72%的人并没有在未来两到五年内采用智能家居技术的打算,而且他们不愿意为之付钱。去年,全球消费者在智能家居的硬件和服务上总共花费了600亿美元,只占到家居用品总开支的一小部分。



消费者热情不高有几个原因。企业有动力去拥抱物联网——通过在设备和工厂嵌入传感器,分析由此产生的数据并提高效率可以节约开支。相比之下,很多家用智能设备仍然只是“好玩但并非必需”,Canary公司的亚当·塞加(Adam Segar)说道。Canary是一家创业公司,生产能让人们监视家里发生了什么的摄像机。


许多智能工具仍然过于昂贵。三星有一款智能冰箱内置了摄像头,可以检查腐烂的食品,并让消费者在购物时看到自己缺了什么(通过手机上的应用)。这款冰箱售价高达 5,000美元,能买得起的人大概也用不着自己去购物了。而且冰箱这种家用电器也不是大家会经常更换的,这延缓了新产品被接受的步伐。


而且技术尚不完善。智能手机——消费者与智能家居设备之间的桥梁提高了消费者的期望,生产远程应答门铃的创业公司Ring的老板杰米·斯密诺夫(Jamie Siminoff)说道。智能手机已经让用户习惯于期待较好的质量且使用顺畅便捷,而智能家居设备很难达到这种水平。缺乏标准化意味着来自不同公司设备之间无法互相通信。


然而也有例外。易于安装且能带来明显好处的设备越来越受欢迎,比如在门窗被打开时发送警报的运动传感器和监控活动的摄像头。智能烟雾探测器等设备之所以能够走入家庭,是因为保险公司用金钱鼓励大家使用它们。智能家居行业充满活力,创业公司和大公司都押注消费者的犹豫是暂时的。但是,消费者的冷淡已经迫使企业重新思考该如何吸引客户。


或许最令人惊讶的是,在开发智能手机方面雄心勃勃却一败涂地的亚马逊给大家指出了一条路。亚马逊Echo是一台能够识别和响应语音命令的智能扬声器。它可以分享天气和赛事比分信息,播放音乐并控制照明开关。这个装置售价约180美元,目前卖得还不算太好。亚马逊没有公布销售数字,但Strategy Analytics估计,自2014年11月发布以来,Echo的销售量不到100万台。然而,Echo已经是硅谷的谈资了。


和电器对话


依靠语音命令的人机界面也许可以成为所有智能套件的标准整合器,由此克服智能家居设备各自为政的弊端。Echo对外部开发者开放,他们可以拿出各种与之连接的设备和服务。Echo的成功也许是个惊喜,但竞争对手已经意识到这可能是一个关键的设备。谷歌已经宣布计划设计一个类似于Echo的独立枢纽,称为Google Home,而它也将依赖于语音命令。


此外,苹果还有望宣布新的智能家居功能——有传闻它会在6月13日的年度开发者会议上发布一个与Echo相仿的独立枢纽。苹果的智能家居平台叫作HomeKit,迄今为止一直很惨淡。跟踪移动行业趋势的CCS Insight公司的Geoff Blaber指出,苹果虽有大批富裕的追随者却仍未能搞定智能家居,这本身就说明了此事有多么困难。


每一个试图打破消费者的冷淡,并让自身更深入家居每个角落的科技巨头都有各自不同的原因。Echo可以帮助亚马逊了解人们如何支配自己的时间,从而推荐一些他们可能会买的东西,让其更容易花钱。谷歌的主要业务是广告,它也想获得最新鲜的数据——通过尽可能地了解用户,即可为其投放更有针对性的广告。对于历来善于简化,并创造前人所无法创造的生态系统的苹果而言,则希望其产品能够成为人们安排自身生活的途径。


如果科技巨头们依然有占据智能家居核心地位的雄心,利润从哪里来就会是一个问题。“智能家居的经济模式现在还不清楚,”物联网平台Evrythng的安迪·霍布斯鲍姆(Andy Hobsbawm)说道。一些公司将努力单从硬件上获取足够的利润,其他公司则会尝试出售服务(如归档监控视频)以及设备并收取一定的费用。多元化、有个性且经久耐用的设备能够走入家庭。这应该能让很多公司都有机会把自己的产品摆到人们的家里——但必须要赢得消费者的欢迎才行。




The internet of things

Where the smart is

Connected homes will take longer to materialise than expected


THE fanfare has gone on for years. Analysts have repeatedly predicted that the “internet of things”, which adds sensors and internet capability to everyday physical objects, could transform the lives of individuals as dramatically as the spread of the mobile internet. Providers have focused on the home, touting products such as coffee pots that turn on when the alarm clock rings, lighting and blinds that adjust to the time of day, and fridges that send an alert when the milk runs out. But so far consumers have been largely resistant to making their homes “smart”.

That’s not for want of trying by tech firms, which have poured cash into their efforts to connect everyday objects to the internet. In 2014 Google made the biggest statement of intent so far, spending $3.2 billion to acquire Nest, a smart thermostat-maker, and $550m to buy Dropcam, which makes home-security cameras. Nest absorbed Dropcam; it is now one of the best-known smart-home brands. But it is also a warning about how long it will take for such gadgets to enter the mainstream.

Nest has undoubtedly disappointed Google. It sold just 1.3m smart thermostats in 2015, and only 2.5m in total over the past few years, according to Strategy Analytics, a research firm. For a couple of years the firm has mainly tweaked existing products rather than introducing new ones. That may explain why Tony Fadell, Nest’s founder and boss, stepped down on June 3rd to take an advisory role at Google’s parent company, Alphabet (see next article). Mr Fadell, a former executive at Apple and designer of the iPod, failed to bring his magic touch to the smart home.

Nest’s problems are symptomatic. Only 6% of American households have a smart-home device, including internet-connected appliances, home-monitoring systems, speakers or lighting, according to Frank Gillett of Forrester, a research firm. Breakneck growth is not expected; by 2021 the number will be just over 15% (see chart). Too few consumers are convinced that the internet has a role to play in every corner of their lives. A survey conducted in Britain by PricewaterhouseCoopers, a consulting firm, found that 72% of people have no plans to adopt smart-home technology in the next two to five years and that they are unwilling to pay for it. Last year consumers globally spent around $60 billion on hardware and services for the smart home, a fraction of the total outlay on domestic gadgets.


There are several reasons for muted enthusiasm. Businesses have an incentive to embrace the internet of things: there are cost savings to be had from embedding sensors in equipment and factories, analysing the data thus produced and improving efficiency. A lot of smart devices for the home, in contrast, remain “fun but not essential”, says Adam Segar of Canary, a startup that makes cameras that lets people monitor what is happening in their house.


Many smart gadgets are still too expensive. One of Samsung’s smart fridges, with cameras within that check for rotting food and enable consumers to see what they are short of while shopping (through an app on their phone), sells for a cool $5,000. People who can afford that probably don’t do their own shopping. Appliances such as fridges are also ones that households replace infrequently: that slows the take-up of new devices.

The technology is not perfect yet, either. The smartphone, the link between the customer and smart-home device, has raised consumers’ expectations, explains Jamie Siminoff, the boss of Ring, a startup that makes a doorbell that can be answered remotely. Smartphones have trained users to expect a level of quality and seamless ease of use that smart-home devices struggle to replicate. And a lack of standardisation means that gadgets from different firms cannot communicate with each other.

There are exceptions. Devices that are easy to install and offer obvious benefits are gaining in popularity, such as motion sensors that send alerts when windows and doors are opened and cameras to monitor activity. Some devices, such as smart smoke detectors, are in homes because insurance companies offer financial incentives for using them. The smart-home sector is vibrant with startups and big firms betting that the hesitancy is temporary. But consumer apathy has forced firms to rethink how they might woo customers.

Perhaps the biggest surprise is that Amazon, which failed miserably in its ambition to develop a smartphone, is showing the way. Amazon Echo is a smart speaker that can recognise and respond to voice commands. It shares information about the weather and sports scores, plays music and turns lights on and off. The device, which costs around $180, is not yet a big seller. Amazon does not release sales figures, but Strategy Analytics estimates that fewer than 1m Echos have been sold since it was released in November 2014. Yet the Echo is the talk of Silicon Valley.

Talk to your appliance

An interface that relies on voice commands could overcome one of the drawbacks of the piecemeal approach to the smart home, by becoming the standard integrator of all the other bits of smart kit. Echo is open to outside developers, who can come up with all manner of devices and services that hook up with it. Echo’s success may have come as a surprise, but competitors have cottoned on that it may be a crucial piece of equipment. Google has announced plans to build a stand-alone hub like Echo, called Google Home, which will also rely on voice commands.

Apple is also expected to announce new smart-home capabilities: there are rumours it could launch a stand-alone hub in the Echo vein at its annual developers’ conference on June 13th. Its smart-home platform, called HomeKit, has been a failure so far. That Apple, despite its large base of affluent acolytes, has not yet cracked the smart home is a sign of its difficulty, points out Geoff Blaber at CCS Insight, which tracks mobile-industry trends.

Each tech giant has a different reason for trying to overcome the indifference of consumers, and to embed itself more deeply in the home. The Echo can help Amazon learn how people spend their time, and make it easier for them to spend money too by suggesting things they might buy. Google, whose main business is advertising, also wants to draw from a fresh well of data; by learning as much about users as possible, it can target them with appropriate ads. Apple, with a track record of simplifying and creating ecosystems where others before it could not, wants its devices to be the gateway through which people go to organise their lives.

If the tech giants retain their ambition to sit at the centre of the smart home, uncertainty prevails over where the profits lie. “It remains unclear what the economic model for the smart home will be,” says Andy Hobsbawm of Evrythng, an internet-of-things platform. Some firms will try to make enough profit just from hardware. Others will try to sell services, such as archiving security videos, as well as devices, and charge a fee. The products that fill houses are diverse, personal and durable. That should give plenty of companies a shot at lodging themselves in the home—but only when consumers decide to put out the welcome mat.


您已经免费阅读商论文章《智能所在》双语版

欢迎订阅《经济学人·全球商业评论》获取更多精彩文章


读商论,知天下

限时特惠期间订阅全年所有文章仅需298元

即刻扫码免费下载App




点击“阅读原文”,下载《 经济学人·全球商业评论》App