According to the model of smart phones, the secret to Apple's success lies in the analogy of "putting the best software in the best hardware". Will the hardware and software operating system in a smart TV be the first soup for investors?
Last month, Oriental Securities issued a research report on smart TV, which mentioned an interesting point. Investors should focus on the set-top box manufacturers and all-in-one manufacturers with brand advantages and technology in the early stage of the smart TV industry chain. Core parts manufacturers with advantages or cost advantages.
This view is not without support.
"We are paying attention to the entire upstream and downstream enterprises in smart TVs, and of course including hardware manufacturers." A well-known institutional investor who has long been concerned about digital new media told Nandu reporters, don't watch smart TVs are bigger than mobile phones, but the technical threshold Compared with mobile phones, the manufacturing cost will not increase much, but the gross profit margin is high. "We look at both manufacturers and hardware + system companies. The specific companies cannot be disclosed."
However, he does not deny the awkward status quo. "It must not be as fast as expected, at least a lot slower than smartphones." He said that although there are brands in smart TVs that do well, there is still a lack of a strong brand that can change an industry chain like Apple in mobile phones.
Of course, the manufacturing end in full swing is not the only battlefield. Judging from the strategies of giants such as Apple and Google, the operating system is the core of this industry chain. Tong Shihao is more concerned about the smart TV operating system.
"Now there is a dedicated team doing design, manufacturing can be outsourced, mobile phones, computers are doing this. Smart TV is no exception, manufacturing is not a problem, set-top boxes are getting smaller and more compatible." Tong Shihao said, most smart TVs now It is equipped with an Android system, and some have also made an operating system only for their own products, but they all have their own meanings. For example, Android is mainly developed for mobile phones, and there is no specific program for TVs. If manufacturers only play on their own operating systems, the entire market will definitely not be able to play.
Tong Shihao did not specify the investment point of the operating system, but thought that in the future there will be a smart TV operating system that breaks the boundaries, "such as Android or Apple IOS to do it, or another third party to integrate." Among them, he is particularly optimistic about the future The performance of Apple on smart TV, if Apple can not make a clear business path, this industry can make it difficult to estimate.
Angel investor Yang Ning has the same view as Tong Shihao.
Although "no good smart TV products come out, there are still license issues, management rights, copyright issues, etc. If the advertisements are not available, the profit model is not very mature," Yang Ning is not optimistic about the current smart TV industry, but feels that users If the demand is strong, other problems can be solved. He is waiting to see how much the Apple Smart TV that will be launched will affect the market. "Not optimistic now does not mean that it will not be optimistic in the future."
App money
The app seems to be an "obvious" investment point in smart TVs.
The numbers best illustrate the problem.
Compared with the hundreds of thousands of applications in the mature smartphone application stores A PP ST ORE and GOOGLE PL AY, there are only dozens of applications on many domestic smart TV platforms, and Hisense also has the largest number of applications. There are only nearly 150, Skyworth less than 50, and TCL even less than 30.
In addition to the small number of applications, the quality of the applications is not high. Most of the popular applications on smart phones are transplanted to smart TVs. "Consumers buy smart TVs home and use few of the application functions. How many People use it to go online, so what does the computer at home do? "Liu Buchen, an expert in the household appliance industry, believes that the problem lies in the lack of uniqueness of these applications," not very mature. "
At present, the main development of smart TV application programs are Hisense, TCL, LeTV, etc., and few third-party application developers are involved. Among them, LeTV has developed applications with obvious demands for free public classes, early childhood education, and music. Hisense has also spent millions to hold a “Hisense Smart TV Application Contestâ€. The shortlisted developers will also participate in the later period of division, and may have special development funds and venture capital options. Despite the hard work of the participants, smart TV's application services are stretched.
"The A PP application for TV is definitely not a" shift "of the phone." Tong Shihao said, when the iPad comes out, everyone is thinking about how it is different from the iPhone. Is it just that the screen is bigger? In fact, there is a difference for A PP only. The resolutions of the two are different. For example, the most classic fruit cutting game, the A PP design for different screens is different. In addition, the mobile phone is a personalized tool, and the TV should be suitable for the whole family to watch and use, and the requirements for the APP are even higher. From these "prerequisites", although it is difficult to predict which category of A PP is more suitable for TV, "but starting from basic applications should be the entry point, such as recording, subscription, etc."
In addition, compared with mobile phones and computers, smart TVs have the advantages of larger screens, better sound effects, and occupying the main position in the living room. These characteristics determine that smart TVs may be used in large interactive games, video calls, online teaching, and some tool-based applications. Users gain the potential to exceed the user experience of smartphones and computers.
Although the killer application of smart TV has not yet been produced, with the gradual popularization of smart TV and the growth of the number of users, the industry chain of users, operating systems, application stores and program developers that play an important role in the development of smart phones is likely Will appear in the field of smart TV. Yang Ning said that in his "entrepreneurship clinic" has seen the application of smart TV application development projects.
Automatic Assembly Line For Automative Batteries
Automatic Assembly Line,Filter Production Line,Filter Automatic Assembly Line,Automatic Assembly Line For Automative Batteries
Zhijiang BSL battery technology service company , https://www.bslbatteryservice.com