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Alibaba announced that it will invest 1 billion yuan and Xiaomi will add 5 billion yuan.

The concept of LOT has been speculated for several years, which means the Internet of Things. The earliest application scenario was home appliances, but Midea, Haier, Gree and other enterprises all have their own APP control centers, but there is no unified platform.

Xiaomi was the first to put forward the concept of lot in China, which was based on the ecological chain model of Xiaomi, but it was not optimistic. It was once ridiculed as Xiaomi grocery store. However, with the development of 5G technology, more and more scenes are seen by everyone, and more and more people realize that using artificial intelligence technology to do the Internet of Everything is a big business and one of the big trends in the future.

There are many players in the field of Alot in China, among which Xiaomi Xiaoai, Ali Tmall Elf, Baidu Xiaodi and Huawei HILINK are the most famous. Among them, Xiaomi is the first player in China, which not only developed earlier, but also has its own product chain, and the cumulative number of devices has reached 21 million, which far exceeds other players.

Ali's analysis of AloT

On May 2th, at today's spring conference of Alibaba Tmall Elf, Alibaba announced that it would invest 1 billion yuan this year to comprehensively lay out Alot and content ecological fields around Tmall Elf.

It is reported that this year Tmall Elf will fully access the content and service capabilities of Ali economy, including entertainment, health, education, shopping, etc., and cooperate with the content industry in depth to expand the ecology; Tmall Elf will also cooperate with Dharma Institute and Alibaba Cloud Intelligent, focusing on the development of technologies related to the Internet of Things. In addition to ecological construction, the Tmall Elf Double Hundred Plan also announced that it will launch hundreds of tens of millions of smart products with its partner * * * during the year.

@ lepinle comments in my opinion, the biggest original intention of Ali's entry into the Alot field is to be a participant in this industry. Because of the combination of Ali's e-commerce, its application in the Alot field is really trivial, and it is nothing more than checking express logistics and finding applications and content. He didn't make the gene or layout of the equipment hardware.

Analysis of other players' modes

In fact, many people know Xiaomi's mode, which is a grocery store. Based on the "Mijia" ecological mode, it creates all kinds of extreme products and integrates them into Mijia's agreement. Finally, all products are integrated and unified through the terminal platform.

judging from Alibaba's development model, he is taking the path of Xiaomi. However, the disadvantage of Xiaomi is that there are too few SKUs and the brand is too single, so there is no way to meet all the category needs of consumers, and there is no game rule for all categories of SKUs. He is always developing the product chain based on Mijia.

Huawei is also doing it, but its model is different from Xiaomi's. Huawei has not entered the internal design of home appliances, but has provided its own HiLink protocol for various home appliance manufacturers, which does not interfere with how third-party manufacturers make products. Third-party producers participate in the agreement and lay out the AloT market through cloud connection. And through Huawei Smart Life app, cross-brand resource integration. The AloT strategy that Huawei adheres to is centered on the HiLink protocol and integrated by multiple brands.

@ Lepin Music Review In the era of the Internet of Everything, Huawei's playing method has certain advantages. It is based on the platform model, integrates all resources of the whole industry, and realizes the interconnection of differentiated products by opening up the standards of links. It is no longer limited to one or two single brand links.

At present, the development of Xiaomi is better than that of Huawei, but once Huawei can solve the problem of multi-device integration and bring more tangible benefits to manufacturers through integration, Huawei's Hlink will develop by spurt. The future is expected.