Home appliance intelligent controller enterprise VS module solution enterprise

The current dilemma faced by home appliance intelligent controller companies is that on the one hand, they must cope with the price competition among their peers, but on the other hand, they must take seriously the rapid growth of smart home and smart home appliance innovations in the modular solution companies, especially The latter represents a future trend. If home appliance intelligent controller companies cannot actively upgrade their products, that is, provide home appliance intelligent controllers with Internet connectivity and cloud data interaction functions, they are likely to be replaced by module solution companies that rapidly integrate home appliance intelligent control resources. Once the initiative is lost, it will form a close ecological chain of a module solution company, a chip manufacturer-a home appliance manufacturer, and regard the intelligent controller of home appliances as a small functional component in the module solution company. Customized by the needs of home appliance manufacturers.
In other words, a reliable way for home appliance intelligent controller companies is to make themselves a module solution company, with the R&D and production capabilities of WiFi modules, ZigBee modules, and KNX modules. In addition, the enhancement of the MCU's functions is also a necessary way to provide module solutions for home appliance products of home appliance manufacturers that are currently and in the future key services-one includes not only strict products, but also services and operations.

Of course, this path is not easy. When you do not have these technical capabilities and the team's innovation is limited, using the stock market to obtain sufficient cash to merge or invest in some excellent companies in chip module solutions is a best choice, and Hetai is obviously the most conceived in this regard , The fastest.

In general, although the position of home appliance intelligent controller companies and chip universal module companies in the industrial chain is close, although home appliance intelligent controller companies have also emerged four listed companies, relative to the domestic real smart home chips The record of zero listing of module companies is much stronger, but the future trend is that smart home chip modules that are more familiar with IC chip and sensor technology applications will dominate, and according to different subdivision needs, smart home appliance chip modules will appear in the market. Solution providers, wearable device chip module solution providers, indoor air environmental quality monitoring chip module companies, home energy monitoring chip module suppliers, and home appliance intelligent controller companies will either transform or upgrade to smart home appliance chip module solution providers, or become Foundries.