Service Kills Hardware TV Box Vendors Become Capital Cannon Gray

The phrase “Standing at the mouth of the pig can all take off,” allowing the scientific and technological community to take a look at the tuyere as a key direction, seize the opportunity before taking off in a field, and then seize the future. Smart home entertainment is booming and has tremendous room for growth. It also attracts Internet investment giants such as BAT, which are rushing into the market. The wave of this is far from being resisted by traditional hardware manufacturers. It is whether or not they survive in the cracks. Cannon ash is unpredictable.

Alibaba Group has shown a strong interest in home entrances, from Alibaba Cloud, which is widely used in TV sets of various brands, to TV shares, and has launched Tmall Box and TVs of cooperative brands. Deduction, ambitious, and even rely on huge resources in an unreasonable way to crush.

Recently, there are two news that attract people's attention. First, the Meizu special edition of the Tmall Box was officially released on the new Meizu conference. This product has a change in the sales model. It sells for 199 yuan, and the Meizu mobile phone is used for only 99 purchases. Yuan also provided content coupons in excess of 1,000 yuan. The second is Alipay's new version of the "Ali TV" function, so that the entrance to the living room entertainment instantly covered hundreds of millions of users.


The purpose of Ali's push-down box is to expand the contents of his own. He said that the cat's magic box has a powerful video resource, 90% free. Partners include Alibaba Pictures, Hwasa, Discovery Channel and Lionsgate, which are exclusive to the Meizu version. At the same time, the box will have 6000+ movies, 160,000+ TV dramas and a wealth of educational resources, TV games, and shopping channels, dedicated to creating an excellent content platform.

The price of mainstream TV boxes currently available in the market is between 200-300 yuan. This is the bottom line for traditional box manufacturers to survive, but the Lynx Box Meizu version is not only sold at 199 yuan, but is only 99 yuan with mobile phones. Half-selling and half-paid, for wealthy Ali, there is no profit or even posting on the box is not a problem, from its rapid investment and drip money can be seen to be used to seize the family living room is also considered to be drizzle. However, for traditional brands that take the manufacturing industry as their roots, they may be too much to eat. The profits of a TV box are not high, they are all squeezed out of the teeth, and the price is no doubt self-perpetuating, and Ali's low-cost strategy The knife must be seen in blood. No matter who is cut, everyone is in danger.

Some people will say that the 99 yuan box needs to be sold with the mobile phone, and the number of user groups is limited. However, this is just a beginning of the means of layout. The next step can be handled in the same way. There is no unfair competition for the free consideration. In addition, we also see the establishment of Alibaba Cloud Alliance, left-handed system, and right-handed content. The money contributed to the support of the younger brothers. This is also a helpless move of the traditional brand, which falls into the position of the foundry and can at least keep it. rice bowl. For Alibaba's big sticks behind his back, many manufacturers hate and fear it. They are not a confrontation of magnitude. They can only rely on human breath and have a bit more control between control and anti-control.

At present, the demand for television boxes is very strong, but the value of the hardware itself will not last long. Therefore, the majority of existing mainstream brands use it as a carrier for finding value-added, making it harder and harder to make money on the hardware itself. The big brands still do so. The once-famous knock-offs were a little out of the way. The Tmall Box is a product with more and more outstanding contents, and it is necessary to keep the price low. This really does not allow traditional brands to survive.


Under the Internet model, the service value is higher than the product itself, so we saw that the factory model in Shenzhen had swept across the country in an efficient and rapid expansion, but now it has failed because the power of capital is stronger and it does not fight hardware services. The way to make money is not on a channel at all, so the horn has not yet been heard. Box manufacturers have become cannon fodder. This is a cold weapon that has encountered a nuclear strike.

Simply talk about Alipay's "Ali TV" function, this is a move to home entertainment to a strategic height, and very embarrassing to start, if the trip is feared to cause a major hit in the field of mobile phone remote control. However, because of the recent radio and television clean-up of the four violations, as an item that needs to be cut off, it is difficult to say that such an aspirational move of “Ali TV” will not be lost by K. If it is because of running too fast and pulling the egg, on the one hand, the box manufacturer may be tempted to hold on to Ali's footsteps, and on the other hand, it must be sad for the entire OTT industry to be repeatedly bound hands and feet.

I don't know if a giant monopoly is a blessing or a curse, but the flourishing development will give more opportunities to the practitioners around this product. Internet thinking is not a panacea, and traditional companies should also make a positive transition. Whether it is Ali or traditional box manufacturers , can have enough room for development under the same platform.



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