OFweek smart home network news Mysticism is rapidly disappearing from Apple's corporate culture.

WWDC2017 Conference main content: ios11 new MacOSwachOS4 Apple tvOS, Siri smart speakers HomePod, iPad and Mac series update - before June 5th almost all spoiled by the media, almost all products are not exceeded expectations.

Confidentiality is of paramount importance to a technology company because it can create super expectations, which in turn stimulate sales and boost market value. The American technology blog Business Insider has cited the strict extreme case of Apple’s work confidentiality measures: asking employees’ wives to “forget everything”, asking developers to lock the iPad with the desk, and renovating the office for major projects.... ..

However, Apple’s confidentiality work is no longer in jeopardy. This is not a matter of internal management, but we are entering an era of technological bottlenecks:

Although IBM and Samsung have just announced a successful trial of a 5-nanometer chip with a 40% increase in performance at the same power, Moore's law failure is a consensus in the industry; both the dual-screen phones designed by Yota in Russia and the modular phones launched by Motorola are Failed to achieve the success of the iPhone 4; and the AI ​​of the big brothers, but also a distant totem to unite the consumers.

Apple is also becoming a slow company. Although WWDC2017 failed to introduce revolutionary innovative features, it was at least a 80-point press conference.

A series of updates undoubtedly helped retain Apple users: the new MacOS system is more robust, and the performance of the new browser is said to have increased by 80%. This is just as preparation for the upcoming 4K video popularity; the wachOS4 update caters to China's middle class Fitness hot, joined the swimming, HEAP training, brisk walking record types and training programs; Tencent cloud introduction, but also for the user to add more choices.

Of course, the biggest highlight is Siri Smart HomePod. But Apple came too late.

The news that the US investigation company eMarketer surveyed in April this year was mixed. It is gratifying that, at least in the US market, in 2016, the smart speaker market had more than 35.6 million monthly active users, and the growth rate exceeded 128%; the worry is that this The market has already been monopolized by Amazon. The Amazon Echo market accounted for more than 70%, while the second-ranked Google Home market accounted for nearly 24%, while other brands are eating the remaining fraction.

The market structure of "70-20-10" is often a sign of the maturity of the market. The high-probability event is that Apple is not expected to get a share of the stock market. Its hope lies in the incremental market, especially those Apple users who have not purchased smart speakers yet. According to statistics from investment bank BMO Capital Markets, as of December 2016, the total number of iPhone users worldwide was close to 715 million. Even if these users have 5% purchase conversion, then HomePod's enough to double the market size.

The core reason why Apple firmly launches smart speakers is that smart speakers are the key to opening a new generation of smart home market. For Apple, the situation is particularly severe. Especially after the smartphone, Mac, and Pad markets are saturated, Apple urgently needs to find new market growth points.

U.S. technology giants are betting on the smart home market. Their business development logic is roughly "Voice Assistant + Smart Speaker + Home Products" and the following layout has been formed:

Apple: Siri (Audio Assistant) - iPhone/HomePod (Smart Speaker)

Amazon: Alexa (Audio Assistant)-Echo (Smart Speaker)

Google: Google Assistant - Pixel/Google Home

Microsoft: Cortana Virtual Assistant - Windows 10 Device / Nissan Motors

In the smart home market, Amazon is thriving. Compared with Apple’s high-profile launch of Siri and the market’s buzzing in the past, Amazon’s launch of Alexa in 2014 was quite low-key, from initial chat, voice shopping, to later access to Uber, Twitter, Nest thermostats, built-in Alexa’s Echo Smart Speakers have become a complete ecosystem. Google also has room to use billions of Android users.

The advantage of Apple lies in the large scale of users, the ecosystem of hardware and software, and the valuable user data. It is the deep foresight of this veteran technology company that smart speakers are used as springboards to cut into the smart home market. However, there is not much time left by the market for Apple.

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