In recent years, the smart home market has gradually shown dividends. Internet companies represented by Ali, Baidu, and Xiaomi have begun to expand smart speakers, smart screens and other products, and build their own smart home platforms. The old-fashioned industry shackles such as inconsistent standards and serious fragmentation have not reduced the enthusiasm of enterprises. On the contrary, with the continuous increase of home fiber coverage and the continuous improvement of the indoor network environment, it is represented by the speaker + smart single product + APP model. After-installed smart home "packages" have been implemented on a large scale to help users quickly realize the intelligent upgrade of their home environment.

   The "curve" for Internet manufacturers to enter the smart home is the after-installation terminal, that is, the equipment that does not require decoration and can be moved at any time in the later period, mainly smart TVs, washing machines, speakers, kitchen appliances, and sweeping robots. Internet manufacturers often build ecosystems to absorb more home appliances categories and quickly get through the home scene. This is also the biggest advantage of after-installation smart homes-both purchase and use, and low installation barriers.

   In sharp contrast is the pre-installed smart home, that is, in the decoration stage and construction to coordinate wiring, reserve sensors and intelligent terminal installation interfaces, mainly including lighting, switches, sockets, water purification, fresh air, air conditioning, background music, etc. Equipment that needs to be installed into the wall or into the ceiling. Although the flexibility and freedom are slightly inferior to the rear-mounted smart home, the front-mounted smart home has a more comprehensive coverage system, stronger signal transmission stability, and is closer to the whole house's intelligence.

    Nowadays, after a brief burst of smart home systems built by stacking single products, the trend has not been as expected. Take the explosive smart home single-product smart speaker as an example. According to the "IDC China Smart Speaker Equipment Market Monthly Sales Tracking Report", the smart speaker market will sell 36.76 million units in 2020, a year-on-year decrease of 8.6%. This is mainly because single products cannot provide users with a comprehensive intelligent experience.

   In order to further promote whole-house intelligence, the war of smart home is gradually spreading from the after-installation market to the front-installation market.

   Compared with the rear-mounted smart home, the front-mounted link is like a "white paper", without room functions and furniture placement restrictions, which facilitates personalized and integrated indoor overall smart home design.

    The pre-installed smart home TOB market is mainly oriented to the roles of hotels, apartments, parks, and real estate developers, focusing on living infrastructure such as lighting systems, security systems, fresh air systems, automatic curtains, water purification systems, etc. The TOC market is mainly for the purchase of rough houses or second-hand houses The user of the house can reasonably plan and design the intelligent system according to the demand scene and usage habits during the decoration process, so as to realize the customized whole house intelligence.

    The pre-installation market is mainly divided between the "real estate giants" and the home improvement companies, but it is difficult to see Internet companies on both the B-side and the C-side. The main reason is the compatibility of Internet products and the pre-installation link.

   First of all, the terminal product types of Internet companies are not suitable for pre-installed access. Alibaba, Baidu, Xiaomi and other companies focus on smart speakers, smart screens and other products. Most of the smart devices in the system, such as light bulbs, refrigerators, air conditioners, and security cameras, come from ecological partners such as Gree, Midea, and Haier. Gain advantages in recognition and selling price. In contrast, real estate and home improvement companies can directly cooperate with traditional home appliance manufacturers.

   Secondly, the terminal product connection method of Internet companies is not suitable for pre-installed access. The smart home system of the pre-installation link is mainly connected through a bus. At present, the main products of Internet companies mainly use NB-IoT, ZigBee, Bluetooth, WiFi and other wireless communication technologies to transmit data. The compatibility between the two connection methods requires protocol intercommunication. Gradually improve, the pre-installation link also needs to reserve a wireless interface, so as to realize the integration of the bus system and the wireless system. However, devices such as lamps, refrigerators, background music, and smart sockets all require strong power supply, which interferes greatly with wireless communication.

   Generally speaking, the performance of the smart pre-installation market and the after-installation market has its own advantages and disadvantages. The smart home pre-installation market is mainly implemented through two channels: real estate pre-installation and decoration cooperation. In the real estate pre-installation channel, its advantage is large influence and large volume The sales and profits are considerable, but the disadvantages are the long recovery time of funds, large investment, and long construction period. In terms of decoration cooperation, its advantage is to face the users directly, the effect is good, and the capital recovery is fast. The disadvantage is to cooperate with the progress of the decoration.

   The after-installation market is mainly through e-commerce platforms and offline experience stores. The advantages of e-commerce are low investment costs and high technical barriers. The advantage of experience stores is that the brand spreads and the experience is good, but the capital investment is large. However, at present, new retail has broken the online and offline channels, and mutual integration has become the best model for smart homes to land on the C-side.