Sou Hu Cai Jing·2025-11-28 07:16Core Insights - JD.com has introduced the "JoyInside" system, which aims to establish a unified operating system for consumer robots, addressing the fragmented state of the smart home market and positioning itself in the competitive landscape of the "robotic ecosystem" [2][3] Group 1: Industry Context - The consumer robotics industry is currently facing a stagnation characterized by "hardware internal competition and ecological desolation," where brands focus on hardware specifications without a unified operating system, leading to a fragmented user experience [2] - JoyInside aims to serve as the "unified brain" for various robots, facilitating cross-device collaboration and breaking down data silos, similar to how the Android system operates in the smartphone sector [2] Group 2: Unique Advantages - JD.com's extensive logistics network and supply chain capabilities provide a real-world training ground for robots, with examples including sorting robots in unmanned warehouses and delivery vehicles at distribution stations, creating a closed-loop that is difficult for pure software companies to replicate [3] Group 3: Challenges and Future Outlook - Challenges for JoyInside include defining user privacy boundaries, establishing a collaborative business model among multiple brands, and avoiding becoming a "pseudo-ecosystem" [3] - The future of consumer competition is expected to shift from individual hardware to the underlying systems that support all robots, with the potential for widespread robot integration in home devices [3]