Sales fall into a trough The future of color TV industry is smart?

This year, color TV companies' new wars are earlier than in previous years. Since last year's color TV industry made the worst answer in the history of the industry, and sales volume has fallen the most in 30 years, companies are actively fighting for it.

Judging from the lineup, Japanese and South Korean companies still collectively follow the hardware display route, and Chinese companies are madly pushing for intelligence. A completely different course of hard and soft determines their future.

For color TV companies, every year can be a battle of life and death. What changes in the industry landscape will occur in 2015, and where are the challenges and opportunities?


Foreign capital: will be relegated to pure screen factory?

A color TV, the biggest cost is the screen. Therefore, the screen factory that supplies the screen is like the "ye" of color TV companies and has absolute hegemony. Each year, color TV companies have to wait in line to wait for "Ye" to ship.

At present, Japanese and Korean companies such as LG, Samsung, and Sharp are among the top screen suppliers in the world. Although they each have color TV products, sales of TVs are becoming more and more of a core goal because they are making selling money in China too difficult. .

At the CES exhibition in the United States that opened in 2015 and the Shanghai Home Appliances Fair in Shanghai, Sharp put out 8K TVs for housekeeping products. According to reports, when the sharpness reaches 8K (8 times full HD), the human eye has been unable to distinguish between the picture and the real thing. Sharp said that according to the needs of the Chinese market, it is considering launching this product.

Shortly afterwards, LGD, which has been promoting the popularity of OLED display technology (LG Group's subsidiary, LG Electronics, which sells screens), will introduce thin and light panels. Opponent Samsung has recently announced that it will restart its OLED TV program. In addition, Sony launched a 4.9mm 4K TV in the spring, highlighting the display technology and highlighting its thinness.

It is not difficult to find that Japan and South Korea companies emphasize the quality of sound quality but seldom mention intelligence. In addition to Samsung’s occasional smart concept, several other companies are still grinding.

A color TV company insiders said that after the price war, the color TV profit is getting thinner, because the color TV has been spotted after the operation of the revenue space, local brands, including new Internet companies, only post money and paste resources to test the water. The difference is that Samsung LG and other Japanese and Korean companies have targeted the high-end market from the outset, but the high-end crowd does not like to play. Therefore, in terms of intelligence, they lack both users and motivation.


"But if Samsung, LG, and Sharp only sell TV hardware, the space for future profits will be getting smaller and smaller, and the cost will be unsustainable. It will eventually retreat in the consumer sector and revert to a pure screen factory." According to the above sources, the day will come when all television hardware is standardised. For example, now Xiaomi’s mobile phone is a Sharp screen, Qualcomm chips and parts are all standardized, and foreign investment is no longer necessary.

Selling "screens" is mainly stressful. China's screen factory China Star Optoelectronics, BOE has risen, eroded the profit margins of some foreign screen factories, foreign capital must work in 4K, 8K. The current application environment in China, Full HD is still in the pilot, 4K, 8K is too early for consumers.

Local: Smart "danger" and "machine" coexist

In the age of screen hegemony, TV companies from the screen factory each year get only the same quality as the number of different "screen" resources, and then homogenized the introduction of quality, sound quality is almost the same product.

How to break through this cycle? Intelligence becomes an opportunity.

At present, China has an Internet and software environment. Color TV companies have thus established their own soft capabilities. Each of them has also introduced differentiated intelligence concepts based on their respective strengths.

For example, this year, Changhong launched the second generation of Kai Ke TV, attached importance to user data analysis, and can implement hot broadcast. Changhong insiders revealed that the following will also include ratings analysis. Hisense focused on content and made joint efforts to build a video platform with each video site, and jointly established a game platform with Tencent.

Skyworth and Konka have separately launched the independent Internet TV brands "Cool Open" and "KKTV" to explore new models with pure Internet play. According to the latest data, Cool TV has sold 70,000 units in seven days, and Xiaomi sold 300,000 units in one year.

Wang Zhiguo, chairman of Kukai Network Technology, said, “We will take a principle. When TVs are sold out, I can still provide services to users. Not that after I sell TV, it is someone else who provides services for users. At least we have on hand. There are users."

Intelligent TV, the core is the future of user operations, but this also has interests in the coveted Internet predators.

There are company insiders said that now each company only existing value, is the difference. However, Haier and other companies have chosen to work with Ali OS system, the equivalent of the right to operate the plate. In order to upgrade the OS system as soon as possible and seek to follow-up operations, Ali will provide subsidies.

"This kind of low price has no profit at all for hardware companies, and when Ali becomes familiar with this business, the hardware company will completely become a manufacturer. If Ali finds a cheaper manufacturer, nothing will happen to you. Until the debranding." The source said.

Information security is a local enterprise bonus?

The monopoly of the upstream screen factory, Chinese companies have been trying to break the space for future content operations, foreign capital can hardly give up. According to industry insiders, "They are not doing nothing but slowing down." For example, a strong Samsung has always invested heavily in intelligent R&D. The first smart TV equipped with a Tizen system will also be released.

However, some high-level Chinese TV companies told the Beijing News reporter that the most important bottleneck of smart intelligence is safety. In the context of the current country’s strong emphasis on information security, foreign companies do not have an advantage in this regard.

The Beijing News reporter found that during the two sessions this year, many corporate officials and government officials replaced their formerly used Apple or other foreign mobile phones and took new Chinese mobile phones to the meeting. On the PC side, the massive IOE transition last year was already open in government and banks.

“They are not technically impossible. For example, IOS and Android can all help in the promotion of product terminals, but in terms of content operations interaction, the future will be limited. For example, Chinese home appliance companies can establish cloud service platforms with big government support. Processing platform. But foreign-funded enterprises are not allowed." The above sources said.

TV has always been a special terminal and it is always within the controllable range. In 2014, SARFT pushed TVOS, an independently developed television operating system, to go online and is currently used in boxes. According to industry insiders, PC and mobile phone operating systems are fully mature and TV operating systems may be the final position. If there is a particularly important universal notice in the future, only TV transmission is the safest.

Dong Min, general manager of Owen Cloud Network Black Power Division, said that involving TV users research, personal privacy, the state will have a series of regulations introduced, and these regulations will not only focus on foreign capital, will control all companies, the regulatory content may involve the entrance , systems, operating platforms.

Han Yong, the CEO of StoneShield Technology, who specializes in information security, believes that information security is currently limited in IT systems because there are too many useful information on IT systems. Smart TVs have so far not been developed to have individuals. The point of multiple privacy information has not risen to the strategic level at the information security level.

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Wearables must be careful about information security

In relation to information security, besides the current discussions on lively PCs and mobile phones, the problem on the TV side is not yet intractable. It is thorny that a lot of wearable devices are emerging.

Information security begins with the underlying operating system, followed by the encryption module in the chip, and the top level is information that can be used for personal ID identification, such as fingerprint information. When the future intelligent hardware connected TVs, refrigerators, washing machines, blood pressure monitors, glucose meters, bracelets, watches are there personal information, information security is even more important.

Apple, as a big-time player, releases watch to activate the smart wearable device market.

But there are also concerns that Apple’s smartwatch may involve information security. Some anonymous industry insiders told the Beijing News reporter that wearable devices can extract physical signs and sports health data in addition to smart information presentation and intelligent interaction. With the popularity of wearable devices, the amount of personal data in the future and the amount of data in the previous mobile Internet will not be an order of magnitude. It used to be a person and a mobile phone. Now every object around them may become the data source of the Internet of Things.

From a different point of view, does one really want to be arbitrarily acquired from a person's physical condition, physical information, and lifestyle habits? From a personal point of view, privacy is involved. On a broader level, a group's health may be analyzed. The situation involves national strategic information. Therefore, security issues may be the key to the rapid marketization of smart products, especially smart wearable devices.

Guangzhou Yunge Tianhong Electronic Technology Co., Ltd , http://www.e-cigaretteyfactory.com