智能家居的未来.docx

Table of ContentsKitchen: Connected appliances, smart6replenishment, & voice-enabled devicesMudroom: Cleaning tech & connected laundry 11Living room: AR/VR, social gaming,13& educational roboticsBedroom: Sleep tech devices17& connected baby monitorsBathroom: Smart bathroom20appliances & plumbing maintenanceHome gym: Fitness wearables25& connected equipmentHome office: Smart Wi-Fi & remote work tech28Lawn & garden: Smart gardens, autonomous 31 lawn vehicles, & connected irrigationHVAC: Connected thermostats, connected heating 34 & cooling, air quality monitoring, & air treatmentSecurity & monitoring: Connected security38systems, pet monitoring, & aging-in-place techEntry: Smart doorbells & remote package delivery 42Smart home management: Optimization45& smart home constructionSource: LGBeyond robot cleaners and sanitizing devices, connected laundry tech is helping drive efficiency and convenience at the washer and dryer. Some of the biggest names in household appliances, from LG to Whirlpool, offer smart washers and dryers that can be controlled remotely via a downloadable app. Users can schedule cycles, monitor the progress of their laundry, receive alerts when a cycle has finished, and more,Samsung offers a device called the Smart Home Adapter for Laundry which converts compatible washers and dryers into connected machines that can be remotely controlled through the Samsung Smart Home App.While large household appliance manufacturers have pioneered many of the smart laundry solutions in the market today, some smaller startups are looking to automate other laundry-related tasks. For example, Foldimate is developing a robotic folding machine that is intended to fold a load of laundry in under 5 minutes.KEY CONSIDERATIONS: With Covid-19 likely driving a long-term shift in consumers5 attitudes toward hygiene, expect to see more device-makers looking to develop applications targeting disinfection and home sanitation. With the pandemic leading consumers to do more loads of laundry, anticipate a greater focus on streamlining and simplifying household chores. However, current technologies targeting these tasks, like robotic laundry folding, are still new and prohibitively expensive, which will limit consumer adoption in the short- to medium-term.Living room: Social gaming, AR/VRj & educational roboticsThe living room is often a home's main gathering space for relaxation and entertainment. Global lockdowns drove many consumers to seek entertainment and social connection through video games, which are playing a bigger and bigger role in consumer entertainment and social interaction.Social features such as livestreams, chats, and virtual worlds have also helped gaming and e-sports platforms attract new types of audiences. For example, over 12M people signed on to watch Travis Scotfs virtual in-game concert hosted in Epic Games' Fortnite in April 2020. Startups like Hoblox have created cross- platform virtual worlds that allow players to play together, compete against each other, or simply hang out.So far, immersive headset technologies like AR/VR have found more traction in the enterprise world compared to consumer entertainment due to factors like the price of headsets and available content. Nonetheless, companies are pitching these immersive technologies for social interactions and family entertainment.UK-based vTime, for instance, facilitates group hangouts in VR and AR. Individuals create an avatar to message other people or interact in virtual locations, from the beach to outer space, using either a VR headset or a smartphone. Feelreal, meanwhile, is a startup working on incorporating touch and other sensory experiences into VR hardware for games, movies, and meditation.Our patented technology also simulates tactile sensations to immerse you even deeperWATER MISTHEATSense the warmth of the desert with safe micro-heatersWINDEnjoy the cool mountain breeze via two powerful micro-coolersVIBRATIONEndure the impact when force feedback haptic motors kick iniFeel the rain on your cheeks with our ultrasonic ionizing systemSource: FeelRealFor younger children, an emerging area of interest is educational toys. Personalized subscription boxes are picking up steam in this space, including Lovevery for infants, Bitsbox for coding, and Smartivity. Some startups like Evertoys allow parents to swap toys for new ones whenever they want.The use of robots in the home is gaining traction, particularly in China.There are educational robots from startups like Wonder Workshop and UBTECH Robotics that teach kids to code as they program the robots to perform specific actions.China-based UBTECH Robotics also makes humanoid robots for use throughout the home, such as one that works with Amazon Alexa to respond to voice commands, make video calls, and be used as a home security camera.Source: Robotics TomorrowThe company is also developing Walker, a 5-foot tall humanoid robot that is intended to act as a personal assistant by doing tasks like pouring drinks and retrieving objects.Overall, UBTECH Robotics has raised over $944M in disclosed funding since 2013 and was last valued at $5Bin2018.Funding 8 Fundings / S944.6MDate=Round亭Amount MInvestors=*Valuation。 =Sources M3/6/2019Senes C - IILiangjiang Venture Capital2 回5/3/2018Series CS820MTencent Holdings, CDH Investments, and ” 2e$5,000M28Vtntur«$ourc«4/6/2017Series B - IITianlangxing Capital, and UBTECH Robotics17/25/2016Series BS100MCDH Investments. Goldstone Investment,$1f000M6匈and CITIC SecuritiesV«nture$ourc«1/1/2016CrowdfundingS1.39MIndiegogo112/1/2015Corporate MinorityiFlYTEK S300M3匈1/1/2015Series AS20MQiming Venture Partners $200M4色1/1/2013Seed VC$3.21 MZhengxuan InvestmentS16.03M2Source: CB InsightsKEY CONSIDERATIONS: The pandemic has popularized the idea of virtual hangouts and events, while giving a boost to gaming. Even as restrictions lift, these concepts will likely continue to gain traction. Watch for developments like less expensive hardware, better performance, and the rollout of 5G wireless technology as well as more content which will increase the appeal of AR/ VR entertainment going forward. Look to Asia for advancements in home robotics. This year, a medical facility staffed completely by robots was used to treat Covid-19 patients in China, with many patients actually finding the humanoid robots entertaining. Expect near-term activity and adoption to be centered in Asia.Bedroom: Sleep tech devices & connected baby monitorsSmart bedroom tech is designed to monitor and improve sleep for adults and children. While wearables and apps likeWhoop and Calm can help some consumers get a better nighfs rest, startups are also integrating this technology into bedding and mattresses, allowing for less screen time and removing the need to wear devices overnight.Roughly a third of US adults get insufficient sleep but a renewed focus on quality of sleep has spurred the development of a host of new technologies that can detect, measure, and transmit a wide array of sleep-related data points and turn them into therapeutic insights.Some connected sleep devices aim to autonomously regulate sleep, sensing disruptions and automatically adjusting external stimuli to help users rest. For example, Eight Sleep offers a mattress and mattress coverthat regulates a user's temperature and offers insights on heart rate, respiratory rate, and sleep performance.Source: Eight SleepStartups ReSI and Sleepace also utilize mattress- embedded sensors ReST adjusts mattress firmness, while Sleepace adjusts light and sound emitted from a separate device.More broadly, smart lights or light bulbs with embedded software that can be controlled remotely offer features to make bedtime and waking up easier. For example, LIFX's light bulbs can be told via a voice assistant to turn red ahead of going to bed, which could help improve sleep quality by limiting exposure to certain types of light. Other light bulb offerings from companies like Philips and Wyze can be scheduled to turn on or off at designated times, as well as fade on or off at bedtime and in the morning.Connected sleep tech is also being designed for children and babies. For example, Nanit makes a baby monitor with sleep- tracking abilities through its connected camera and app.Similarly, Owlet Baby Care offers a baby monitoring camera and a connected sock-like health monitor that goes on a baby's foot while they sleep and allows parents to check vital signs like temperature, heart rate, and blood oxygen.Source: Owlet94%of Parents Report Better Sleep witlfthe Owlet Smart Sock,bit.ly/owletstudyNotably, P&G's Pampers brand recently introduced a connected care system called Lumi. It uses an activity monitor, video, and app, to monitor children's growth and give personalized development insights.KEY CONSIDERATIONS: Consumers have already started to turn to digital aids and wearables like Calm, Whoop, and Headspace to manage their rest and relaxation, serving as a potential gateway to other sleep tech solutions. Recognize that most bedroom tech has targeted niche demographics with specific needs, like high- performance athletes looking to maximize their rest and recovery. Longer- term, expect to see companies in this space go after broader groups with unmet sleep needs, like those suffering from chronic pain. Anticipate the rise of more connected care systems for infants and a greater focus on parental sleep. Startups in this space are emphasizing how smart baby monitoring solutions can give parents greater peace of mind at night, allowing them to improve their own sleep routines and become more rested.Bathroom: Smart bathroom appliances & plumbing maintenanceSolutions offered by smart bathroom tech look to help consumers keep a pulse on their health and wellness, maintain hygiene, and limit water usage.SMART BATHROOM APPLIANCESThe shower is an area where wellness and smart devices intersect. SmarTap, for example, is a smart shower that adjusts showers or baths for personal preferences, connecting to an app that allows users to auto-fill baths, change water temperature, and more. In May 2020, the company was acquired by public company Masco.The bathroom appears to be seeing heightened activity related to aromatherapy compared to other areas of the home. For example, ESSIO Shower is an aromatherapy shower kit that attaches to showerheads to infuse a shower with essential oils.Other examples include 3 kin jay, which offers an aromatherapeutic shower capsule, and Waltz 7, which makes an aromatherapeutic bath bomb.Smart mirrors can offer both wellness and health diagnostics features, as well as productivity apps and other capabilities. For example, France-based OareOS developed a bathroom smart mirror that offers virtual try- on, makeup tutorials, and teleconferencing, among other use cases.From smart doorbells to air quality monitoring to connected fitness equipment, here are the technologies making the home smarter, more efficient, and more flexible for the post-pandemic era.Smart homes may be making a comeback.The Covid-19 pandemic is causing people to spend more time in their homes, leading a generation to rethink what a home can and should do.Smart Home ManagementSmart Home ManagementHVACrity & MonitoringConnected systemsLawn & GardenSmart gardens, autonomous lawn vchides. & connected irrigationMudroomCleanmg tech & connected laundryHome OfficeSmart wifi & remote work techBathroomSmart bathroom appliances & plumbing mavitcnanceLiving Room AR/VR. social gaming. & educational roboticsSmart doorbelli & remote package delrvefyHome Gym Fitness wearables & connected equipmentKitchenConnected appliances, smart replenishment. & voKe-enabted devicesBedroomSleep tech devices & connected baby monitorsSmart home Smart construction connectivitySource: CareOSSource: CareOSSmart toilets and connected toilet devices are also gaining traction in the home. For example, California-based Brondell developed the Swash toilet seat line, which includes a smart bidet.Users can customize the water temperature and it also has a self-cleaning feature. Shine Bathroom, another startup in the space, makes an automatic toilet cleaning device that uses electrolyzed water to disinfect and clean the toilet bowl after each flush without harmful chemicals. Shine claims that its electrolyzed water is as effective at cleaning as bleach.Automatic Toilet Cleaning Is Now A Thing.Time to leave bathroom cleaning to the robots.Source: ShineOther companies are using smart toilet devices to improve health diagnostics. Heart Health Intelligence, for instance, developed a heart monitor that can be installed under a toilet seat, potentially removing the need for an additional wearable. The company raised $2.2M in April 2020. S-There Technologies, smart toilet takes another approach by analyzing health data gathered from a user's urine. The startup claims to monitor for diabetes, bladder function, hydration levels, and more.In 2018, Google patented technology that envisioned turning a bathroom mirror into a medical device. According to the patent, sensors embedded within the mirror and other locations throughout the bathroom could monitor and assess skin color changes overtime, which could be indicative of cardiovascular health.Other companies are diving even deeper into health monitoring devices for example, Withings provides a range of health tracking products like smart scales, connected blood pressure monitors, smart thermometers, and sleep tracking mats.Startups like Naked Labs and ShapeScale also offer smart scales, which can include features like 3D body renderings and health metrics tracking.Some emerging bathroom technology is intended to help consumers improve water use efficiency. Orbital Systems, for example, which has disclosed a total of $56M in funding, is building a water-saving shower that uses sensors and purification technologies to recirculate shower water. The company says that the device can save up to 90% of the water consumption of traditional showers.IOT PLUMBING MAINTENANCEOne use for loT and connected products is to monitor and assess the efficiency of the home and identify underlying issues.This is an area thafs seeing interest from home insurers, as smart home devices could help them better assess policy risk and even avoid home damage in some cases.Simple smart home devices can help prevent claimworthy incidents like pipe leaks from happening by issuing alerts for preventative maintenance. AM Best estimates smart leakdetectors and water shutoff devices can reduce nonweather water l