DJI a ɔde ne ho hyɛ mu no kanyan anigye, nanso robɔt vacuum cleaner nnwuma bɔ wɔn a wɔaba foforo no kɔkɔ; Amammerɛ mu abran twɛn .
Sohu Sikasɛm: Sɛ yɛhwɛ no kɛse a, ɛbɛyɛ dɛn na wɔn a wɔaba foforo no atumi abubu mu esiane sɛ gua a ɛkɔ soro wɔ mprempren robɔt vacuum cleaner gua so no nti?
Wo Danny: M’afotuo ne sɛ: Nkɔ mu. Robot vacuum cleaner adwuma no yɛ den yiye mprempren. Nnamfonom nnwumakuw binom "awu" dedaw. Metu adwumakuw biara fo sɛ ɛnsɛ sɛ wohyɛn saa adwuma yi mu. Wubetumi de RMB ɔpepem 200 ahyɛ mu na ɛda adi sɛ ɛda so ara di nkogu; Ɛnyɛ nea ebetumi aba sɛ ɛbɛma obi adi yiye. Nnwumakuw atitiriw de sika kɛse to hɔ afe biara, na nneɛma a wɔyɛ no mpɛn pii no yɛ ntɛmntɛm. Enti, tra abɔnten.
Sohu Sikasɛm: Nanso, ebinom gye di sɛ robɔt vacuum cleaners dodow a ɛkɔ mu no nnya nnɔɔso, a ɛkyerɛ hokwan?
Wo Danny: Ɛno yɛ nokware, nanso nsɛntitiriw titiriw wɔ hɔ. Amanneɛbɔ kyerɛ sɛ wiase nyinaa robɔt vacuum cleaner gua no mprempren yɛ ɔpepem 20, gyina hɔ mfe 5-6. Bere a volume nnyaa nkɔso no, product form ne price no asesa – efi non{5}}base station units so akɔ nyinaa-wɔ-base stations biako so. Wɔ mfe anum a edi hɔ no mu no, wiase nyinaa aguadi betumi ayɛ mmɔho abien akodu ɔpepem 40. Nanso wɔn a wɔaba foforo anaasɛ mprempren top 5-8 players no bɛkyere saa nkɔso yi? Mprempren, ɛyɛ akannifo a wɔregye kyɛfa.
Sohu Sikasɛm: So woretu fo sɛ ɛnsɛ sɛ wohyɛn mu sɛ brand anaasɛ sɛ OEM?
Wo Danny: Wɔn mu biara mfata. Dɛn nti na ɛsɛ sɛ wohyɛn mu sɛ ɛkyerɛ sɛ woahwere ade a? Branding hwere pii, OEM less, nanso emu biara nni mfaso. Sɛ hokwan foforo ba wɔ mfe 3-5 mu a, ɛyɛ papa sɛ wobɛyɛ ho biribi saa bere no. Nanso seesei, ɛyɛ yaw ma obiara.
Sohu Sikasɛm: Ɛreka ɔman no mu aguadi ho asɛm? Pii retrɛw wɔ amannɔne.
Mo Danny: Ofie ne nneɛma a wɔde kɔ amannɔne no yɛ pɛ mprempren; Wɔbɛyɛ biako. Amannɔne tech di akyi mfe 2-3 sɛ wɔde toto China ho a, na gua ahorow no mu apaapae, na ɛma akansi no mu nyɛ den pii .afei. Nanso ɛbɛyɛ nea ano yɛ den a wontumi nkwati, ɛda adi sɛ ɛbɛyɛ mfe 2-3.
Sohu Sikasɛm: Ɔman mmoa no yɛɛ adwuma yiye dɛn afe yi?
Wo Danny: Asorɔkye a edi kan wɔ 2024 mu no nyaa nkɛntɛnso a emu da hɔ. Afe yi, ne nkɛntɛnso no sua; Ɛnyɛ nkɔso a ɛho hia te sɛ kan no. Efi nkitahodi ahorow mu no, na ɔman no mu robɔt vacuum cleaner a wɔtɔn wɔ 618 mu no nyɛ den titiriw; Akannifo pii amfa aguadi ho amanneɛbɔ ahorow amma.
Sohu Sikasɛm: Atetesɛm mu mfiri akɛse a wɔde di dwuma no hyɛn robɔt vacuum cleaner gua so, nanso ɛte sɛ nea wɔn nsenia so mfaso nni dwuma. Adɛn?
Wo Danny: Robɔt vacuum cleaner gua no dannan ntɛmntɛm. Akannifoɔ wɔ kapital, akwan, ne kwan a wɔfa so hwere ɔkwan a wɔfa so yɛ adwuma no. Ɛho hia sɛ wɔde sika kɛse to hɔ afe biara, na mfiridwuma akwan sesa ntɛmntɛm (base stations, robɔt nsa, akwan a wɔfa so popa nneɛma). Nnwumakuw akɛse wɔ gyinaesi kyinhyia a ɛyɛ brɛoo (asram 18 vs. 8 asram ma afoforo). Wobetumi ayɛ nneɛma a ne bere atwam ansa na wɔde asi hɔ. Abran yɛ "ahoɔden a wonni"; Wɔwɔ sika nanso wonnim baabi a wɔde wɔn adwene besi so. Ebia ɛho behia sɛ wɔtwɛn mfe 3-5 ansa na gua no agyina na ama wɔanya wɔn mfaso horow no so mfaso.
Tech iteration a wɔtaa yɛ no ma akansi a emu yɛ den no yɛ nea wontumi nkwati .
Sohu Sikasɛm: Dɛn ne nnansa yi nneɛma titiriw a wɔayɛ wɔ robɔt vacuum cleaner tech mu?
Wo Danny: Nsakraeɛ akɛseɛ: Pre-2019, Laser-akwankyerɛ baako a wɔde kyerɛɛ kwan no yɛ adeɛ titire. Irobot gyee din wɔ unit ahorow a ɛwɔ base stations a wɔde bɛtow mfutuma a ɛyɛ adwuma ankasa so. Afei, Narwal J1 de Dual-Roll self-aprapra a wɔde popa nneɛma, a ECOVACS X1 nyinaa di akyi no-wɔ-Base station biako mu (afei, bo a wɔatew so afi 5000+ RMB) mu. Akyiri yi iterations nketewa bae: Dreame robɔt nsa a wɔde siesie edge (DJI de di dwuma, ebetumi ayɛ daakye gyinapɛn), AI algorithm upgrades ma akwanside a wɔkwati (sɛ nhwɛso no, Narwal), ne bere ankasa mu popa ("Live Water Mopping"). Mprempren robɔt vacuum cleaners nso wɔ foro tumi a ɛkɔ anim (5-6 cm vs dedaw 1-2 cm). Wɔbɔ amanneɛ sɛ DJI di aperepere wɔ 2 cm.
Sohu Sikasɛm: Ɔkwan bɛn so na nnwuma no refa 3D robɔt nsa a wɔada no adi wɔ CES no?
Wo Danny: Roborock ne Dreame nsa a wɔde bɛfa nneɛma no yɛ gimmicks. Ɛda adi sɛ wɔn a wɔde di dwuma no mu pii tɔ wɔn; Sɛ wotua mpempem pii ka ho wɔ sock a wontumi mfa ho nto so-Packing so no nyɛ nea mfaso wɔ so. Ɛyɛ corporate tech showcasing, ɛnyɛ nea wɔhwɛ kwan sɛ wɔbɛtɔn. Nkɔso kɛse biara nni hɔ a wɔhwɛ kwan wɔ mfe 3 mu esiane nsɛm a wɔde di dwuma a emu nna hɔ nti. Ɛda adi sɛ afoforo renni akyi, gye PR. Adetɔfo gye sika a wɔde tua ho ka no ho kyim.
Sohu Sikasɛm: Wɔ nkɔso a ɛba ntɛmntɛm akyi no, emufo binom kasa tia "involution" a ntease nnim (sɛ nhwɛso no, tumi a ɛboro so a wɔde twetwe, edge brush design akyinnyegye). Wo adwene?
Wo Danny: Involution yɛ nea wontumi nkwati. Nanso ehia nea ebefi mu aba, te sɛ sɔhwɛ ahorow a ɛde ahwehwɛde ahorow ba. Chinafo gua no yɛ akansi a emu yɛ den, mfaso nni so. daakye kwan no? Irobot a ɔredi nkonim no. Chinafo nnwumakuw retrɛw wɔ amannɔne; Ɛbɛyɛ sɛ wiase nyinaa nneɛma a wɔde yɛ nneɛma no bɛyɛ Chinafo wɔ mfe anum ntam. Tech-Wise, Involution nya nnwumakuw so mfaso (denam akansifo te sɛ Irobot a mprempren ɛwɔ 6th/7th a woyi fi hɔ so), nanso ɛyɛ ankorankoro a wɔrepere sɛ wɔbɛkɔ so ayɛ wɔn ade no yaw.
Sohu Sikasɛm: So awiei koraa no, adetɔfo tua involution ho ka? So eye ma wɔn?
Wo Danny: Mprempren, involution pii so ba adetɔfo mfaso. Robot vacuum cleaners bo yɛ 2000-3000 RMB mprempren vs. 5000-7000 RMB ansa na ɛreba. Adetɔfo di nkonim; Nnwuma mu agofomma hu amane esiane akansi a wonnyae ne sika a wɔde hyɛ mu a asiane wom nti.
Xiaomi mmoa kɛse; Ebia ɛbɛma sika a wɔde to gua no akɔ soro .
Sohu Sikasɛm: Dɛn nti na robɔt vacuum cleaner nnwuma no nyaa nkɔso ntɛmntɛm wɔ Suzhou/Shenzhen?
Wo Danny: Mfiridwuma Agyapadeɛ. Suzhou wɔ ECOVACs (wɔde vacuum cleaners na efii ase, wɔde kɔɔ robɔt vacuum cleaner ahorow mu wɔ 2000 mfe no mfiase), afei Dreame (a wofii ase de vacuums, OEM maa Xiaomi). Shenzhen yɛ OEMs afoforo (Yinxing, Baole, Lesheng, ilife) ne nnwumakuw te sɛ Narwal ne Roborock (a wɔyɛ leans Shenzhen). Talent reyɛ adwene wɔ hɔ.
Sohu Sikasɛm: Na Xiaomi ntoboa no ho hia dɛn, esiane sɛ na akannifo pii yɛ n’abɔde a nkwa wom ho ahokafo nti?
Wo Danny: Xiaomi boaa no kɛse. Robot vacuum cleaners a edi kan (te sɛ irobot) no bo yɛ den, anisoadehu-nkutoo, na agode-te sɛ. Xiaomi abɔde a nkwa wom nhyehyɛe no de sika hyɛɛ Roborock mu. Wɔn laser a edi kan-akwankyerɛ robɔt vacuum cleaner, a ne bo yɛ ~1499 RMB (ɛrentumi nyɛ yiye mma afoforo saa bere no), paee gua no, na ɛkanyan Roborock. Sɛnea Roborock dii ne brand akyi (esiane Xiaomi OEM margins a ɛba fam nti), Xiaomi ne Dreame, Yeecov, ne nea ɛkeka ho yɛɛ adwuma Xiaomi kaa kar no ntɛm nanso nnansa yi ara na ɔperee sɛ ɔne adannandi a ɛrekɔ so ntɛmntɛm no bɛkɔ so. Nanso, Xiaomi da so ara de sika ahyɛ mu na ɔrema mmɔdenbɔ akɔ soro, a ebetumi asan anya dibea a ɛkorɔn.
Sohu Sikasɛm: So Xiaomi betumi adi anim bio denam nneɛma a wɔde ma/ɛka so?
Wo Danny: "Lead" yɛ den, nanso Xiaomi betumi anya shipment volume a ɛkorɔn denam bo ne amannɔne akwan so, titiriw sɛ product parity wɔ hɔ a. Wɔn nhyehyɛe no renya nkɔso – ebia ɛrekɔ so akɔ ankasa-adwumayɛ (te sɛ wɔn mfiri atitiriw) sen sɛ wɔde wɔn ho bɛto abɔde a nkwa wom ho ahokafo nkutoo so, efisɛ mprempren talente ne gyinapɛn ahorow no anyin.
Sohu Sikasɛm: Robɔt vacuum cleaner pii . Nnwumakuw ahorow no yɛ ahorow ahorow (sɛ nhwɛso no, mfiri akɛse). Wo adwene?
Wo Danny: akwan horow no gu ahorow a egyina nneɛma ne nkitahodi so: ebinom kɔ mfiri ho, afoforo nso kɔ robɔt ahorow (pool cleaners, mowers, embodied AI).
Ebia gua no kɛse bɛyɛ mmɔho abien wɔ mfe 5 mu; Ka a wɔtew so no yɛ ade titiriw a ɛkɔ so .
Sohu Sikasɛm: Bere bɛn na robɔt vacuum cleaner industry no wɔ? Bere a edi hɔ no?
Wo Danny: Woda so ara wɔ nkɔso/nsakrae ntɛmntɛm, retwɛn gua so tumi nkɔso. Penetration da so ara yɛ nea ɛba fam nanso nneɛma a wɔyɛ no sesa. Afie foforo a wɔde kyerɛ baabi/nsuo mu nsuo a wɔde yɛ robɔt vacuum cleaners no reyɛ kɛseɛ, a ɛkyerɛ sɛ nsakraeɛ bi a ɛbɛtumi aba sɛ ɛbɛyɛ mfiri a wɔde yɛ adwuma te sɛ washers/fridge. Saa nkɔso yi bɛyɛ brɛoo. Wiase nyinaa gua so tumi betumi abu abɔ ho wɔ mfe anum mu.
Sohu Sikasɛm: Daakye Nkɔso Akwankyerɛ? s.e., 3d ahunmu?
Wo Danny: Short-TERM: Ka a wɔtew so no ho hia kɛse ma agyede a ɛtrɛw. Ɛsɛ sɛ nneɛma bo kɔ fam (sɛ nhwɛso no, ~1500 RMB wɔ ɔman no mu, ~$300 USD wɔ amannɔne). Supply chain optimization ne tech iteration ho hia na ama wɔatumi akura dwumadie mu berɛ a ɛrebrɛ ɛka so. Nneɛma bo rekɔ fam kɛse dedaw. 3D space ntrɛwmu no reyɛ nhwehwɛmu nanso ɛnyɛ nea ɛbɛyɛ yiye sɛ ɛbɛyɛ nneɛma atitiriw a wɔde di dwuma a ɛnyɛ nnansa yi ara (te sɛ embodied AI).
2000-3000 RMB Tier di 90% a ɛwɔ da biara da ahiadeɛ ho dwuma .
Sohu Sikasɛm: Adetɔfo Adwene: Ɔkwan bɛn so na wobɛpaw robɔt vacuum cleaner a ɛfata?
Wo Danny: Paw top 5 domestic brands. Tech yɛ nea ɛyɛ den; Ebia afoforo nso bɛma wɔn ti ayɛ wɔn yaw. Dwumadi titiriw: suction & mopping. Suction (3000-4000PA) no taa yɛ nea ɛdɔɔso wɔ ɔman no mu (kapet kakraa bi). Nsonsonoeɛ a ɛwɔ mopping mu (pad vs. live water) no ho nhia pii mma 90% wɔ scenarios (mfuo, ti nhwi) vs. extreme messes (pet waste, oil). 2000-3000 RMB tier a efi top brands no dɔɔso ma da biara da ahiade dodow no ara. High-end yɛ nea wopɛ.
Sohu Sikasɛm: ɛboro suction/mopping so no, parameters bɛn na ɛkwati afiri?
Wo Danny: Hwɛ yiye wɔ nsusuwii a ɛyɛ atoro ho denam sɔhwɛ ahorow a ɛnyɛ nokware so (sɛ nhwɛso no, soya sauce dan mũ no nyinaa). Nneɛma a efi nnwumakuw a ɛwɔ soro mu no yɛ sɔhwɛ a emu yɛ den. Paw brand ahorow a agye din wɔ wo sikasɛm nhyehyɛe mu; Adwumayɛ bedi da biara da ahiade ho dwuma. Nneɛma pii yɛ nea ɛboro so.
Sohu Sikasɛm: Mpɛn ahe na ɛsɛ sɛ adetɔfo si robɔt vacuum cleaner ananmu?
Wo Danny: Mprempren, mfe 2-3, te sɛ fon ahorow. Rapid iteration kyerɛ sɛ cycles a wɔde besi ananmu no si sɛ mpo . Dwumadi.
