Sweeping robot: the most mature and easily industrialized service robot application scenario
The application scenarios of service robots are divided into three levels. When strong consumer demand drives the industry reform, it will inevitably drive the rapid increase of technology and the continuous decline of cost. Service robots have the attributes of consumer goods, in the final analysis, it is still demand-driven and will be released from specific scenarios.
The requirements of service robots lie in two points: whether they are rigid or not and the frequency of use. The strong or weak frequency determines the scene.
The stronger the demand is, the easier the service robot scene with higher frequency is to catalyze the volume. At present, the most mature industrialization is the sweeping machine and the customer service robot, which is driven by high-frequency demand, accompanying robots and early education robots are developing rapidly, behind which is driven by rigid demand, while other robots are in a relatively primary stage of industrialization because their frequency and demand are not as good as those mentioned above.
Service robot demand scenarios can be divided into three categories according to the degree of marketization: Original demand upgrade, existing demand satisfaction, and unknown demand exploration.
The original demand upgrade already exists in the market, including early education robots, sweeping robots, etc. Compared with learning machines, early education robots increase the content of human-computer interaction, and sweeping robots increase the autonomous path shielding algorithm compared with vacuum cleaners;
The existing demand is met because the robot procurement cost is lower than the labor cost and the use of service robots, including intelligent customer service, accompanying robots, etc;
Unknown demand exploration at this stage, the demand is not strong, such as housekeeping robots.
Sweeping robot: relying on mature application scenarios, it takes the lead in realizing industrialization. The core of the existing demand scenarios is that service robots can find mapping products in reality, such as learning machines for early education robots and vacuum cleaners for sweeping robots.
This kind of product is the easiest to release and realize industrialization among all product types. The reason is that the user base is broad, the demand is clear, and the cost of user education is low.
The sweeping robot takes intelligent sweeping as the demand basis, takes replacing human labor and liberating hands as the breakthrough point, and is setting off a wave of demand growth worldwide.
Compared with manual sweeping and vacuum cleaner sweeping, the intelligence of the sweeping robot depends on the advanced nature of its artificial intelligence technology, which is reflected in three aspects: first, coverage: efficient algorithm, less missing sweeping, high coverage;
Second, autonomous cleaning capability: there are few auxiliary cleaning keys and no manual assistance is required;
The third is the ability to adapt to the environment and Judge: make flexible responses according to the furniture environment.
Compared with the traditional vacuum cleaner, the sweeping robot can maximize the separation from manual control.
However, this depends on the construction of road finding and navigation system, the most important of which are positioning technology and path planning.
In a variety of parameters, including the degree of cleanliness, intelligence, power, etc. , the performance of the sweeping robot is better than that of the vacuum cleaner.
In recent years, the price of sweeping robots has dropped to more than 1000 yuan, and the reduced price difference has also raised the demand for sweeping robots.
The core of the domestic sweeping robot industry chain lies in the midstream ontology manufacturer.
Judging from the current industrial chain composition of our country's sweeping robots, the upstream components are mainly parts industries such as electromechanical equipment, batteries, Motherboard chips, etc. In the middle of the body manufacturing, there are two types of enterprises, one is an independent brand dealer with its own independent brand, and the other is an enterprise that does ODM and OEM for foreign brands.
In the downstream circulation link, the online channels of offline physical stores are the main ones, and the online channels have a tendency to surpass the offline channels.
At present, the core of the industrial chain is still in the hands of the ontology manufacturers in the middle reaches, especially the ontology manufacturers with independent brands, which enjoy stronger bargaining power.
At present, domestic sweeping robot enterprises can be roughly divided into three echelon groups.
According to the data of the China Yikang era, the three echelons of domestic sweeping robot industry enterprises are :(1)
Cobos forms the first echelon in the domestic market by virtue of the first-mover advantage, and is ahead of other echelon companies in terms of product research and development capability, product system and capacity innovation capability, with a rate of about 50%; (2)
The second echelon is mainly international giant Irobot and Xiaomi sweeping robot (Stone Technology), Its total domestic market rate is about 20%-25%; (3)
The third echelon includes some domestic brands and some original traditional household appliance enterprises, such as Pu Sanic, Formart, Philips Haier, Midea, etc.
Traditional household appliance enterprises entered relatively late in the transformation direction, but they have channel advantages and the space for subsequent development cannot be ignored. The market penetration space is broad.
At present, the performance of the online market can basically represent the distribution of the overall market. According to Taobao Index data, beijing, Shanghai, Jiangsu, Zhejiang, Fujian and Guangdong are the regions with the largest sales of sweeping robots.
German GFK statistics show that the penetration rate of domestic robots in China's coastal areas is 4%-5%, inland areas only 0.
About 4%, compared with the current household vacuum cleaner 30%-
Compared with the permeability of 40%, there is broad room for future growth.
Even in coastal areas, the penetration rate of sweeping robots is 10 pct compared with that of the United States.
Author: Luo Libo daichuan