The sweeping robot market is maturing | The industry landscape will usher in change

Nowadays, the development of the sweeping robot market is becoming more and more mature, more and more companies are entering, and related technology breakthroughs are getting faster and faster. The overall pattern of industry development is facing restructuring and subversion.

Yesterday, the middle school students who had been away for many years sent a picture of the new house decoration purchase. They strongly extended a millet sweeping robot to friends in the circle of friends. They praised their intelligence, convenient and clean, and many people responded below. It means that the sweeping robot is really easy to use. In the daytime, the sweeping robot seems to have become the standard in the first- and second-tier cities, successfully replacing the vacuum cleaner into a clean and explosive product in the new generation family!

In fact, this kind of change is not sudden. Compared with the manual operation of the broom and vacuum cleaner, the sweeping robot is more intelligent and convenient, and can complete the planning path, cleaning and charging, and liberate people's labor and hands to a greater extent. In the case of advantages, coupled with the improvement of the living standard of the demand side, the increase of the housing area, the aging problem, the sweeping robot is also sensational.

Sweeping robot market is vast

To be honest, the time for sweeping robots in the domestic market is not long. It can be developed to the present level. Since entering the domestic market in 2010, it has been ignored since the entry into the domestic market for eight years. It has been rejected by households and gradually recognized. 2. It is widely accepted that sweeping robots have experienced roller coaster madness and ecstasy.

As of 2017, the sales volume of domestic sweeping robots exceeded 4 million units, and the sales volume was close to 6 billion yuan. The two figures were more than 10 times more than five years ago. Relevant experts predict that the sales of sweeping robots in China is expected to exceed 5 million units by the end of this year. Sales are approaching the 7 billion mark, it is not difficult to see that the current development momentum of sweeping robots is very strong, and the future market development space is still very broad.

At the same time, the penetration rate of sweeping robots in the domestic market is still very low. Even in coastal developed areas that are 4.6 percentage points higher than the mainland, it only reaches 5% of the district, and the horizontal is far lower than the 16% of the US. Also far from 30%-40% of the vacuum cleaner.

Under such circumstances, with the gradual increase of penetration rate in the future, until catching up, surpassing and replacing the vacuum cleaner, the market development of sweeping robots will also grow on a larger scale, and its own development potential will be even greater. freed.

Industry pattern is welcoming subversion

At present, in the market development of all robot-related industries in China, foreign companies basically have an absolute advantage. Whether it is technology or market share, it is difficult for domestic enterprises to shake their position. This is also the industry of China's sweeping robots. The current situation of the pattern, but in the past two years, with the entry of many enterprises and the breakthrough of technology, the pattern of foreign companies' monopoly is being broken.

At present, the main players in the sweeper market in China can be divided into five categories.

Among them, foreign giants represented by Philips, Samsung and Panasonic are losing their advantages and their market share is gradually declining. The domestic transformation companies led by Cobos are just like the day, listing, expanding product lines and expanding market applications. The home appliance giants, mainly Haier and Midea, and the Internet giants based on Xiaomi are invading strongly, eager to use their resources and advantages to seize the market; the remaining ones are small and medium-sized starters including sweeping dogs and elves. enterprise.

It can be seen that with the increasing number of inbounds of domestic enterprises, the quality and strength of the incoming enterprises are becoming higher and higher, and the siege of foreign giants has become a transformational business, home appliance giants, Internet giants and small and medium-sized enterprises. Under this trend, the domestic sweeping robot pattern has already ushered in a subversion. The strong rise of domestic enterprises has made it a new market development force.

What will happen to the new landscape in the future?

Then, according to the current situation, what will happen to the market structure of the sweeping robot in the future?

First of all, foreign giants will gradually decline due to the disadvantages of channels, prices and after-sales service. Sales and market share will be divided by domestic enterprises. Secondly, domestic converters currently occupying major markets will also be affected by home appliance giants and Internet giants. The joint impact, Cobos as the industry leader will bear the brunt, market share has a downside risk.

Home appliance giants and Internet giants, which have a strong impact on the former two, are expected to rise rapidly. They have a consumer advantage and a traffic advantage, one has channel advantages and a brand effect, both of which are already popular in the market and mature in the supply chain. In the case of entry, the probability of coming up is very large.

In the future, the concentration of industry development will definitely increase, and SMEs will gradually be merged, merged or exited in the process. Therefore, the final new industry pattern in China may be: Home appliance giants and Internet giants dominate, domestic transformation Following the business, the gradual decline in the competitiveness of foreign giants may eventually quit, and most SMEs will withdraw, and only a few can maintain their development in the segment.

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