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Add "Intelligent Interconnection" to AliaiOT to launch "Ecological War"

via:新浪科技     time:2022/7/30 10:01:32     readed:88

Our reporter Guo Mengyi reports from Beijing

Around the consumer AI circuit, Alibaba has a new action.

Recently, Alibaba publicly proposed that it has set up a new level 1 artificial intelligence business, "intelligent interconnection", and will increase the technology output to consumer AIoT scenarios and industries. And before, Alibaba for artificial intelligence, especially intelligent interconnection this field, in the B aspect of the action is more.

Alibaba also made public the latest data about its own intelligent interconnection business: 22 industry categories have been connected to the intelligent interactive system AliGenie, penetration rate has been more than 15%, more than 1600 industrial brands join them; Its AIoT ecosystem daily active users grew at a compound rate of 61%, and its chip module "cat core" shipments grew at more than 100% for two consecutive years.

In fact, it has been five years since the launch of Tmall Genie X1, independently developed by Ali's artificial intelligence laboratory, but there are also tech giants such as Baidu, Xiaomi and Huawei in the electronic circuit of intelligent interconnection business in To C. Internet analyst Yu Bin believes that in terms of market competition, Xiaomi, Xiaodu and Huawei have spread the market, and Alibaba's overall understanding of the smart industry still needs to improve. In addition, Alibaba started as an e-commerce business, and its ability to control the hardware market still needs time to prove.

Ding Daoshi, an independent analyst, said in an interview with "China Business News" that intelligent interconnection has become a first-class business, and the cooperation of all departments within the group for this business and their efforts in the market will form a better synergy. In fact, Alibaba is hoping to enable the development of intelligent interconnection business through this higher internal level.

Smart Connectivity Vision

According to data released by Alibaba, AliGenie, an intelligent interactive system, has been connected to 40 million home users, 1,000 iot platforms and 460 million terminals. On this basis, Alibaba has set up a new level of business intelligence interconnection to explore more consumer AI forms.

Peng Chao, vice president of Alibaba Group and president of Intelligent Interconnection, said that in the future, it will also build an intelligent interface platform in terms of ecological services, providing partner developers with application suite, end-to-end architecture, algorithm model, chip module, cloud Internet of things, training platform and other ways to access its intelligence, connection, content and other capabilities.

Public information shows that AliGenie full name genie interactive system, the early incubation in the laboratory system, has been through the Tmall genie, consumer appliances, intelligent car machine, the whole house custom form, bring dialogue artificial intelligence experience. AliGenie interacts more than 8 billion times a month in proprietary terminal applications. Through continuous grinding of the three engines of multi-modal perception, dialogue and scene recommendation, combined with the pre-training large model of Dharma Hospital, active intelligent services such as knowledge answering, emotional interaction and personality recommendation have accounted for 70%. Space interaction with portable devices has been supported.

For example, Yijian, a fitness equipment brand owned by Pokang Technology Co., Ltd. introduced intelligent voice "cat core" earlier in the industry to realize voice interactive control in running. Qinyuan, a professional water purification equipment brand, found that consumers in the process of replacing the filter element pain points in the product use, through the AliGenie intelligent solution to visualize the water value, users can also accurately calculate the use of each filter element.

Yu Bin believes that Alibaba's intelligent interconnection vision is very broad. Alibaba's ambition for intelligence is mainly that users want to buy products that are Ali hardware smart products. "Haier, for example, can buy goods directly on the refrigerator's touch screen. For example, what products are missing in the refrigerator, and then they buy them. After consumers order on the screen, they order directly on Taobao."

Drive the industrial chain

While Alibaba already has a smart Internet business, Xiaomi, Huawei and Baidu have gone further. As a mobile phone manufacturer, Huawei has the advantage in the main entrance of smart Internet, but the main connected products are still 3C. Xiaomi, Xiaodu and Tmall Genie are smart speakers as the main entrance, and the layout is based on the home as the core scene.

According to RUNTO's China Smart Speakers Retail Market Monthly Tracker report, Baidu topped the list in the first half with a 34.5% share; Xiaomi (including red rice) ranked second with 31.1 percent; Tmall Genie fell to third with 27.0 percent; Huawei came in fourth, with a 4.0 percent share, but its focus was on the high-end route.

Two years ago, Huawei released the "1+8+N" strategy of smart Internet platform, which radiates the ecological product line layout of tablet, PC, smart screen, watch, headset and other products with mobile phone as the core. "1" is mobile phone, "8" is tablet, PC, wearable, smart screen, AI speaker, headset, VR, car machine.

Unlike Huawei, Xiaomi, Baidu and Alibaba all have smart speakers as their main entrance. Xiaomi Smart home is based on the three core products of Xiaomi mobile phone, Xiaomi TV and Xiaomi router, and consists of the intelligent hardware products of Xiaomi ecological chain enterprise to form a complete closed-loop experience. At present, it has formed the product matrix of smart home network center Mi Router, home security center Xiao Yi intelligent camera, film and television entertainment center Mi Box, realizing intelligent device interconnection.

Tmall Genie began its ecological layout in 2019. In September of that year, Tmall Genie launched a new intelligent ecological brand "Tmall Genie Wonderful Things", hoping to build a consistent, quality and intelligent smart home product matrix. After three years of efforts, the categories with the highest penetration rate of intelligence in Tmall Genie industry are kitchen appliances, wall-hanging washing machines, intelligent printers, air conditioners (including newly sealed air conditioners), and sweeping robots. Tmall Genie's strategic focus is changing from selling hardware products to open ecological services, integrating smart screens/chip modules, and building smart living solutions.

Tmall elves AIoT general manager ms zhang recalls, beginning in 2019, Tmall elves try output ali cloud, dharma hospital technology, in 2020 continued to ningbo, zhejiang, guangdong, fujian fook and so on more than 10 industry area of zhongshan, offer companies a series of supporting policies, let small and medium-sized enterprises (smes) intelligent r&d cost down more than 50%, the fastest intelligent access to 2 weeks. At present, AliGenie has provided intelligent services in dozens of industrial belts through more than 200 service providers. To support more whole-house intelligence needs, Alibaba said Smart Internet will also continue to roll out ultra-low power computing chips, ultra-low power Bluetooth mesh chips, and "non-inductive connection" distribution solutions to improve user experience.

It is not difficult to see that Alibaba, Xiaomi, Baidu, Huawei and other technology companies are focusing on their own business advantages to expand the ecosystem of intelligent interconnection, and the competition on ecology has quietly started.

Yu Bin said in an interview with our reporter that Alibaba's intelligent interconnection has a long way to go. Although its business has been upgraded to the first level internally, but for now, Alibaba's layout in the smart market needs to be improved. At present, Xiaomi has the deepest position in the smart market, Baidu is in the second tier, and the third tier is represented by traditional manufacturers such as Haier and Hisense. At present, there is still a lot of room for improvement in the number and depth of Tmall Genie cooperative manufacturers, and the number of cooperative categories is not enough to form a closed loop of smart home layout. At present, Alibaba's main core business is still e-commerce, and its emphasis on intelligent interconnection still needs to be improved, so it dabbled in new products.

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