Although 2019 is the first year of 5G commerce, but limited by networks, terminals and applications,5G still failed to really land. Like AI in 2016,5G is just a concept for the vast majority of people. Wang Jianzhou, a senior adviser to the Global Mobile Communications Association and former chairman of China Mobile, believes that the 5G application will start with the industry in 2020, and that the explosion phase will be reflected in consumer-grade applications. 5G has a large number of application scenarios at both end B and end C, and the largest application scenario is IoT.
5G has three main features: low latency, high bandwidth and high capacity, low latency means cloud instant collaboration becomes possible, autonomous driving, remote control of many applications can be achieved; large capacity means massive devices can be interconnected; high bandwidth means data can be calculated anywhere in the terminal, edge and cloud. At the same time, the process of AI industrialization in 2019 has obviously accelerated, and AI and IoT are inseparable, IoT contributes more scenarios, data and connectivity to AI, and AI makes IoT devices into veritable smart devices.
On the first day of iot deployment in 2020, iot heavyweight player alibaba has a new move: upgrade the aiot lab tmall elf business to an independent division, led by ali cloud iot head kuwei; tmall elf business head chen lijuan will lead the rest of the aio lab business to join cloud intelligence, and responsible for product solutions and the big website division to promote and build a cloud intelligence to b product system.
From the result, the Tmall elf after upgrading to the division will form a deep cooperative relationship with Ali cloud IoT, the Tmall elves focus on IoT, and the Ali AI lab center of gravity that is incorporated into Ali cloud intelligence is AItoB.
Chen Lijuan is the Tmall Elf operator from 0 to 1, and Taobao's first product manager, three years later, Chen Lijuan led the Tmall Elf firmly occupy the top of the Chinese smart speaker market, while already among the top three in the world. China's smart speaker market sold 36.29 million units from January to November 2019, while Alibaba ranked first with 12.58 million units, according to IDC. Alibaba's Tmall Elves has ranked first in sales for three consecutive quarters, according to 2019 IDC China Smart Speakers Market sales data.
Tmall Elve was born in Alibaba artificial intelligence laboratory, this laboratory in addition to voice assistant, there are industrial design, intelligent manufacturing, robot, data platform, car road collaboration and other AI application technology research and development layout. Next, the business outside the Tmall wizard will be brought to Ali cloud intelligence by Chen Lijuan, who will be responsible for Ali cloud product planning and accelerate Ali cloud's AItoB through productization, which indicates that in 2020, Ali cloud intelligence will further strengthen \"intelligence\" and help various industries \"digital intelligence upgrade \".
Tmall Elf Division will be replaced by Ku Wei, the latter also responsible for Ali cloud IoT division, reporting to Zhang Jianfeng and Zhu Shunyan double-line, the former is Ali cloud intelligent president, and then Ali innovation business group president, this watch tomorrow Cat Elf will become the core business of Ali IoT strategy, and Ali cloud IoT coordinated development while continuing to innovate in product form.
Seen here, the purpose of Ali's architectural adjustment is clear: one is that the Tmall Elf business is of increased importance; the other is that the Tmall Elf and Ali Cloud IoT deep collaboration, Ali IoT strategic B and C end to form a \"Gemini\" collaboration mode; and the third is that Ali Cloud Intelligence will enhance the product capability of AItoB.
Ali IoT's B\/C \"Gemini\" finally division Alibaba as early as 2018 to upgrade IoT to the fifth major strategy after e-commerce, cloud computing, finance, logistics, then Ali cloud president Hu Xiaoming announced Ali fully into the Internet of things, Ali cloud in the next five years will connect 10 billion devices, after more than a year Alibaba IoT pace, in technology, products, services, industry solutions and ecological continuous improvement.
Technology level key layout positioning, digital twinning,5G, IPv6, spatiotemporal information, micro kernel, Internet of things security and other IoT core technologies. Ali Cloud's IoT website (\/\/\/) shows that it has formed basic products and application products that cover all aspects of Internet of things development (cloud tube side end) to meet the needs of various developer products development, and solutions for smart cities, manufacturing, life, parks, human settlements, agriculture, logistics, business, medical, sports, campus, community and many characteristic industries. At the 2019 Yunqi conference, Ali Cloud officially launched the Internet of things edge computing service to help Internet of things users use edge computing power at a lower cost and more conveniently.
Ali cloud IoT also formed a prosperous IoT ecology, built the Internet of things solution library, application center, hardware mall, demand square, service square, lead the formation of IoT standard alliance organization ICA, connect IoT software and hardware developers, system integrators and electronic components partners. Ali cloud iot developer community has gathered 1 million developers, iot market on the shelves of 10000 applications.
Ali cloud IoT has formed the full stack IoT capability, but it is not difficult to find that it is more focused on the industry end to provide cloud-based solution capabilities. Tmall Elf is another main line of Ali IoT: take the living room scene as the starting point to explore the landing of IoT on the consumption side and cultivate the market.
iot era of human-computer interaction must not be android\/ios dominated, android\/ios suitable for traditional smart devices such as smartphones, it is difficult to meet the human-computer interaction needs of fragmented iot devices, iot devices will have new human-computer interaction system, and the bottom must be ai drive.
Although the tmall elf is already the top three smart speaker in china, its ambition is not to be a smart speaker itself, but to be a robot assistant, with the prefix bot on its website (\/\/\/\/\/).
Tmall genie has landed to different scenes, in the living room scene is voice control center, so far there are sugar, CC, X, children's version and other series of products, although the form is smart speakers, but is the prototype of intelligent robot. The tmall elf also has a car version, smart beauty mirror many product forms, also has the layout in the industry end, in september 2019 launches the service robot \"tmall elf sky egg\" and \"tmall elf sky shuttle \", has created the collection robot for the box horse robot restaurant to appear at the entrance fair. In theory, the tmall elf can be inside or connect anything and become a human-computer interaction system with iot devices.
Tmall wizard values not just the integration of cloud content, goods and services, but also the connectivity of IoT devices. The first Tmall Elf X1 supports both WI-FI and Bluetooth mesh connections. Tmall Elves, in conjunction with the Association of Upstream Chip Manufacturers and Technical Standards, has launched the Open Connection Kit IoT Connect Kit, which has more than 10 million uses, more than 900 brands supporting Tmall Elves, more than 600 connected platforms, and more than 200 million controllable devices, which means that tomorrow the Cat Elves has a strong connection and handling power over IoT devices.
the tmall elf also launched the aligenie open platform to export its powerful intelligent interaction capabilities to third parties. Through the built-in AliGenie system, the partner's products will be greatly enhanced in hearing, tactile, visual and intelligent interaction capabilities to achieve intelligent upgrading. Tmall Elve with Zhejiang Cixi electric heating fan industry, Guangdong Zhongshan lighting industry and Fujian Fuan massage instrument industry to establish deep cooperation, export AI interaction ability, and drive the industrial belt digitalization upgrade, which is also part of the overall deployment of the Alibaba commercial operating system.
As you can see, on IoT, Ali cloud and Tmall elves carry different values: Ali cloud focuses on cloud and B-terminal, and Tmall elves on terminal and C-terminal. At the beginning of the 2020 new year, the Tmall wizard is upgraded to a division, working with Ali Cloud IoT under a \"commander-in-chief \", which can be said to be a B\/C division, cloud confluence, the most direct benefit is to share customer resources and ecological partner resources, reduce duplication of development, and improve collaboration efficiency. All organizational restructurings have such objectives, and this adjustment is no exception.
Alibaba iot yangmou surfaced many mobile phone hardware companies are doing iot platform, tcl, gree, mei and so on have announced iot strategy, but they are more to sell their own hardware products, do around their own products iot ecology. Ali's ambitions, however, go beyond that, and it hopes to build an iot platform with the highest voice, similar to google's or apple's role at the bottom of the mobile internet.
IoT is the abbreviation of Internet of Things, so the number of devices that can connect is the key to measuring the size of the IoT platform, and the Tmall Elves now has 200 million controllable devices, while Ali Cloud has proposed a grand goal of connecting 10 billion devices in the next five years, what is the concept of 10 billion? Strategy Analytics issued a report in 2019 that the number of devices connected to the internet worldwide had already reached 22 billion by the end of 2018, with 38.6 billion connected devices expected by 2025 and 50 billion by 2030. Alibaba's 10 billion, is a big goal. if achieve this big goal?
Ali cloud is the absolute elder brother of the asia-pacific region, and has long been not only to provide the platform of iaaas basic computing, but also to provide comprehensive digital, intelligent and big data capabilities, which is the \"new technology\" infrastructure, or technology medium, for the transformation of various industries. end side, Tmall sprite as a category exploration is very successful, forming a strong intelligent interaction ability, interconnection ability and intelligent content service ecology. After the architecture adjustment, Ali cloud IoT and Tmall elves will work together in the cloud to solve the needs of IoT intelligence in various industries, especially the industrial Internet, smart city, smart community, smart home and other head industries.
Strategy Analytics reported that in the IoT market in 2018, the Enterprise Internet of things (IoT) remains the leading market, accounting for more than half of the market, and mobile\/computation is only a little more than a quarter, meaning that IoT's biggest market opportunities are at the B-end, followed by the C-end. In fact, the future focus of many new technologies, whether it be AI,5G or blockchain, is B\/C.
Ali cloud has made obvious achievements in the B-terminal, and the B-terminal customer organization is the key service object of Ali's commercial operating system, Taobao, Tmall, nail, flying pig, ant, rookie. And so on business is actually in the service B end. IoT is only one of the basic components of Ali's commercial operating system, and it is an important ability for Ali to service the B terminal number intelligent transformation, so it is only a time problem for Ali IoT to land at the B end. At the same time, Alibaba has the largest consumer group and the most abundant business matrix on the consumer C side, which has been driving the upgrading of Chinese consumption for years and is also the infrastructure for new consumption in China. Arguably, Ali is one of the few tech giants with a B\/C mix.
架构调整后，阿里巴巴在IoT上将B/C共振。天猫精灵在C端承载“探路者”角色，创新产品形态，探索应用场景，摸索市场需求，锤炼核心技术，打开市场认知，让阿里云在B端输出AI IoT能力时更加得心应手，就像谷歌Pixel系列手机对安卓生态的价值一样。三年做到市场第一，天猫精灵在C端品牌、渠道、产品上都形成了深厚积累，阿里云则是云计算亚太一哥，B端积累深厚，阿里云 天猫精灵将在IoT领域结合tob和toC的优势，构建一个完整的IoT闭环。
After the architecture adjustment, Alibaba will be B\/C resonance on IoT. The tmall elf carries the role of \"seeker\" on the c-terminal, innovates the product form, explores the application scene, explores the market demand, tempers the core technology, opens the market cognition, makes ali cloud more handy when exporting the aiooot ability on the b-terminal, just like the value of google's pixel phone to android ecology. Three years to achieve the first market, Tmall elves in C-terminal brands, channels, products have formed a deep accumulation, Ali cloud is cloud computing Asia-Pacific elder brother, B-terminal accumulation deep, Ali cloud Tmall elves will combine the advantages of tob and toc in the field of IoT to build a complete IoT closed loop.
Home appliance hardware giant's IoT platform is hard to connect to its rival's devices. Ali iot goes in android mode, whether it's ali cloud or tmall elf, doing iot is an open route, can work with any enterprise, can connect any device, the core reason is that ali's business model is not to sell hardware, but to do platform, do infrastructure, standards, and hardware equipment companies do not constitute a competitive relationship, will naturally get more player support.
In general, in 2020,5G will certainly accelerate the outbreak of IoT, IoT next competition will be more intense, the Internet of things in previous years are only foreplay. The first day of Alibaba's New Year's restructuring is essentially its IoT strategy B\/C and cloud\/terminal Victory division, and in 2020 Ali will also push the IoT strategy to accelerate landing in an open mode of B\/C and cloud\/terminal collaboration.
Ray Technologies - Fun tech media focus on smart life and cutting-edge technology, Xiaomi, Apple, Letv, TV, VR, drone are all here Raleigh Technologies - focus on smart tech and cutting-edge life smart home, smartwatch, wearables, drones, all here