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1. Industry Hotspot: AI Appliances Ignite a Trillion-Yuan Market, Three Technologies Disrupt Traditional Homes
1. AWE and MWC Become “Future Living Laboratories”
- Phenomenal Products: Hisense’s RGB-Mini LED TV achieves mass production, Gree’s “Dong Mingzhu Health Home” first store sells over 6.6 million in six days, Huawei’s HarmonyOS Smart Screen S6 Pro with AI image quality chip makes a stunning debut.
- Data Support: According to AVC, the scale of China’s smart home market will exceed 1.2 trillion yuan in 2024, with AI appliance penetration reaching 37%.
2. Three Major Directions of Technological Leap
| Dimension | Technological Breakthrough | Scenario Implementation Cases |
|---|---|---|
| Seamless Interaction | UWB positioning accuracy reaches 5cm, millimeter-wave radar captures 0.01mm chest fluctuations | Huawei’s “Breath Touch” technology, Xiaomi’s spatial awareness system |
| AI Space Reconstruction | Electric modular building materials + algorithms, wall extension of 0.5-1.2 meters | OPPO’s retractable wall prototype, Haier’s Magic Cube Kitchen |
| Holographic Mixed Reality | Seamless integration of virtual projection and physical environment | Bathroom space transforms into a “health monitoring station”, Hengjie AI toilet linked to heart rate regulating showerhead |
2. Corporate Dynamics: Giants’ Ecological Warfare Escalates, New Forces Overtake on Curves
1. Leading Players Form Alliances
- Haier Smart Home: Launches the “AI Eye” series of products covering refrigerators, washing machines, etc., moving towards the “unmanned household” era.
- Huawei: HarmonyOS Smart Screen S6 Pro connects with 21 ecological partners, supercharging alliances with Li Auto to expand scenario boundaries.
- Cross-Industry Alliances: Juran Smart Home collaborates with UBTECH to deploy 500 humanoid robots, creating new smart consumption scenarios.
2. Emerging Forces Take Alternative Paths
- Chasing Technology: Leveraging clean appliance technology, entering the smart kitchen appliance market, building a full-link ecosystem covering cooking and cleaning.
- Lin’s Home: Accelerating Southeast Asia layout, opening a 1,000-square-meter store in Singapore, integrating scene experience with local culture.
3. New Trends in Capital and Channels
- Capital Influx: Smart home ETF saw a net inflow of 1.8 billion yuan in March, with the Cloud Whale F2 cleaning machine igniting the market.
- Channel Transformation: JD Services + entering Taobao and Tmall, initiating a “cross-industry all-you-can-eat” model for home services.
3. Talent Gap: AI Engineers Become “Hard Currency”, Premium for Composite Skills Significantly High
1. Supply-Demand Imbalance Intensifies
- Algorithm Engineers: Demand accounts for 67%, with over 50% requiring master’s or doctoral degrees, and 30 positions offering annual salaries of 500,000 yuan.
- Home Appliance Industry: Demand for AI talent grows by 93.75%, with the Yangtze River Delta becoming a core talent hub.
2. New Strategies for Companies to “Recruit Talent”
- High Salary Poaching: The supply-demand ratio for top AI talent is only 0.5, with salary increases exceeding 30% for job hoppers.
- Cross-Industry Integration: Demand for composite talents with IoT development, user experience design, and industry knowledge.
3. New Career Tracks
- Popular Positions: AI Product Manager (annual salary 800,000-1,000,000 yuan), embodied intelligent algorithm engineers, multimodal interaction designers.
4. Future Outlook: Policy Dividends + Technological Equality, Ecological Integration Becomes the Key to Victory
- Policy Promotion: Beijing and Shenzhen include smart homes in new infrastructure, with the market expected to exceed 1.2 trillion yuan by 2025.
- Technological Equality: DeepSeek releases an open-source model with 68.5 billion parameters, allowing small and medium-sized manufacturers to quickly customize AI functions.
- Ecological Competition: Transitioning from “single product intelligence” to “whole house interconnectivity”, open-source collaboration and scenario innovation become the decisive factors.
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