At present, China's smart lock industry has formed six camps.
The first is a mobile phone camp consisting of a hammer cell phone and mobile phone manufacturers such as Liu Jiangfeng, ZTE, ZTE Nubian, and Samsung;
The second is the home appliance camp consisting of giants such as Haier, Skyworth, Changhong, Midea, Philips and Rongshida;
The third is the security camp consisting of giants such as Hikvision, Dahua and Di Nike;
The fourth is by Cadiz, Deschman, Dijier, Haibeisi, Asia Pacific Tianneng, Keyu, Hollis, Wisdom, Romance, Qingsong Ward, Jin Finger, Newell, Yale, Bida, Mann Asian, Si Ge, Tian Fang, Inter, Knight, Marshall, VOC and other professional smart lock camp;
The fifth is the Internet camp consisting of Yunding-Luke, Yunyou, Guojia, 360, etc.
Sixth is the traditional lock camp transformed by Huitailong, Mingmen, Yajie, Dinggu, Mo Li, Zhongheng, Jiawei, Baodean, Meilibao, GM, Juli.
So, how big is China's smart lock market? Why are so many mobile phone, home appliances, security, Internet and other industry giants have started “locksmiths”? Can smart locks provoke the sturdy home of smart homes and become the biggest winner? Real vents?
Nearly 400 million households, there are 50 million sets of lock-changing needs each year.
According to relevant data, there are currently 1.4 billion people in China, about 350 million households. If each family is equipped with a smart lock, the entire smart lock market has more than 100 million sets of demand, according to the average smart lock. At a price of RMB 2,000, there are more than 200 billion yuan in output value.
Under normal circumstances, the life of a lock is about 10 years, so there are at least 50 million sets of lock replacement requirements every year. At present, there are still many old communities using A-class mechanical locks with relatively low security level, so they continue to upgrade. At the same time, the current domestic smart lock penetration rate is still less than 5%, while South Korea is as high as 80% or more, so the future market is sufficient. Support the value of the billion-dollar production.
If 50 million sets of households change their locks and 50% of them are replaced by smart locks, it is equivalent to the demand of 25 million sets per year. According to the number of people of 2,000 yuan per set, it is equivalent to more than 50 billion yuan per year. Market capacity.
It can be seen that mobile phone, home appliances, security, Internet and other industry giants have started to "locksmiths", a big reason is to run this huge market demand.
In the era of fine decoration, smart locks become a must-have device
By the end of last year, 32 provinces and cities across the country have successively issued residential renovation policies, which means that China will enter the era of fine decoration. At the same time, according to relevant data, the proportion of fine decoration of major real estate developers in the future will exceed 80%, while in 2010, the newly started apartment project will achieve 100% fine decoration, and fine decoration houses are gradually becoming the mainstream of market trends.
At the same time, according to the research data of the Internet big data company Aowei Cloud Network (AVC), in the first quarter of 2015, China's real estate decoration project market, the smart home configuration rate has reached more than 30%. Although the data for 2016 and 2017 have not been obtained yet, according to market trends, the allocation rate of smart homes in hardcover rooms must only increase.
From a survey of 2015 data, we can see that the proportion of smart home products owned by Vanke, which is headed by Vanke, has reached 36.20%, followed by the proportion of Poly's home ownership ratio of 10.50%. Among the top 50 non-real estate companies, Guangzhou Zhaolin, Hainan Hailing and R&F Properties all have more than 8% of smart homes.
To this end, with the emergence of more hardcover houses and high-end residential areas, smart homes are bound to become the standard for major real estate projects, and as an important part of smart homes, smart locks will also become big winners.
The market is growing rapidly, and manufacturers are not willing to miss the opportunity.
According to the “2017 China Smart Door Lock Industry and Market Research Report” released by the National Lock Industry Information Center, the total demand for smart door locks in China will exceed 30 million sets in the next 5-10 years. It will break through the 100 billion mark.
From the statistical data of the lock center, it can be seen that the demand for smart locks in China is 2 million sets in 2015, 3 million sets in 2016 and 8 million sets in 2017. From these data, the demand for smart locks in China is presented annually. More than 50% of the speed is growing.
It is expected that this year, the market demand will exceed 10 million sets of customs, reaching 13 million sets, and the output value will exceed 20 billion yuan. These data are only the demand of the civilian market. If the demand for long-term and short-term rental apartments, hotels, industrial and office buildings is added, the demand for smart locks in this year will exceed 20 million sets.
Therefore, in the face of huge market demand and high-growth market, it is not surprising that giants such as mobile phones, home appliances, security, and the Internet have started to become “locksmiths”. Because, at present, China's smart lock market is still in the early stage of development. At this time, there may be a chance to get a share of it. In the next few years, there may be no chance.

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