——Will the transformation of human-computer interaction and communication between objects bring different colors to the world?
——Not the color, but the flow port.
China News Online News, June 22 (Cao Hui) In the eyes of investors, traffic cannot be simply expressed as wealth. As investors pursue business value, traffic will be increasingly required to be of higher quality and more accurate, which will also force the polishing of technology to be more scenario-based, making the form of user interaction more upgraded.
In today ’s era when mobile traffic dividends have basically ended, Haier Capital judged, “The Internet of Things is a new dimension for obtaining traffic.â€
Think outside the mobile
Mobile data growth for the entire year from 2016 to 2017 has basically maintained a level of 1% -2%. From this data, China's traffic dividend era, especially the mobile traffic dividend era is basically over. On the one hand, traditional mobile traffic is monopolized by Internet giants; on the other hand, technological innovation companies are looking for new dimensions to promote growth.
From the perspective of investment institutions, how to expand their investment areas or advance strategic layout is particularly important.
Judging from the development speed of the Internet of Things at the application level, Haier Capital found that there is an opportunity to use corresponding hardware to cut into the needs of a market segment and achieve a low-cost method of using intelligent hardware to achieve customer acquisition. Data, online and artificial intelligence, the flow ports formed in this way are more precise, the granularity of user needs is smaller, and the services that meet user needs are more timely and accurate.
Haier Capital is optimistic about the health care and education fields from the demand side. They believe that users who are on the C side in these two areas will have a stronger willingness to buy.
Requirements are generated based on a specific scenario
Talking about the Internet of Things, too knowledgeable and professional. A simple understanding of the Internet of Things is to make things interact with each other and put more emphasis on scenes.
When the mobile terminal basically covers most of our Internet access requirements and jumps out of the mobile terminal, the scene requirements include vision, smell, and a stronger emotional connection experience, which may make users more demand for purchasing products and services. Of course, human-computer interaction is not just as simple as touching the screen. The business logic behind this is to tap the lifetime value of users.
As you can understand, when consumers experience the purchase of smart devices offline, they are both buying and acquiring customers. In the later period, merchants will have many interactions with users online to realize users' online operations. Through this follow-up service and operation, merchants form long-term user interaction, and the possibility of consumer repurchase is greatly improved.
Internet of Things is the trend, products are the essence
Haier Capital is accelerating its investment in the Internet of Things trend, and is focusing on the field of consumption upgrades, which is not related to the Haier industrial resources and the experience of the TO C side.
"We have our own investment layout ideas in the field of educational robots," Haier Capital puts forward, "The market in the field of online education is large enough; the company ensures that the product cost is low enough and the supply chain efficiency is high enough to ensure user experience, thus giving The end channel has a stronger motivation to sell to C-end users, but the core is still the consumption of subsequent content and services. Relying on hardware products to quickly reach users and relying on online services to retain users for a long time are in line with our investment logic. "
Of course, the entry point of business is still the willingness of consumers to pay. It is not enough to expand your users from hardware products; the service content is always the core point.
The era of mobile Internet is ending: In the future, more and more intelligent hardware with sensors is slowly changing people's lifestyles and interacting with humans; and the Internet of Things is a possibility to break the mobile terminal to obtain new traffic. Precise traffic based on scenarios is just the first step, retaining users is as important as acquiring users. Accurate customer acquisition is the starting point, user interaction is the means, and user lifetime value is the goal.
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