Industry Overview - The family internet industry is evolving towards wireless, networked, and intelligent directions, driven by advancements in IoT, cloud computing, big data, and artificial intelligence [1][13] - The market size of China's family internet industry is projected to reach 11.82 billion yuan in 2024, representing a year-on-year growth of 4.88% [1][13] Industry Development History - The development of China's family internet industry has gone through four stages: 1. The embryonic stage (1994-2000) with the introduction of home PCs and slow internet access [4] 2. The exploratory stage (2001-2010) marked by the transition to broadband and the rise of e-commerce [4] 3. The growth stage (2011-2020) characterized by the proliferation of smartphones and smart home devices [4] 4. The maturity stage (2021-present) where full-home smart concepts and AI assistants have become prevalent [5][6] Industry Value Chain - The upstream of the family internet industry includes technology and device layers, with the technology layer encompassing IoT, cloud computing, AI, and big data [8] - The midstream involves the manufacturing and system integration of family internet devices, while the downstream applications include home entertainment, security monitoring, energy management, and telemedicine [8] Key Companies and Performance - Major players in the family internet industry include telecom operators, internet service providers, device manufacturers, and content providers [15] - China Mobile, China Telecom, and China Unicom dominate the market with over 5.5 billion broadband users and nearly 1 billion mobile users combined [15][17] - China Mobile's revenue is projected to reach 1.04 trillion yuan in 2024, with a net profit of 138.37 billion yuan, reflecting a year-on-year growth of 3.12% and 5.01% respectively [17] - Tencent's total revenue is expected to be 660.3 billion yuan in 2024, with a net profit of 349.2 billion yuan, showing a year-on-year increase of 8.42% and 19.14% respectively [19] Industry Development Trends - Technological innovation is driving the intelligent upgrade of the family internet industry, with a focus on creating integrated living scenarios that enhance quality of life [21] - The application scenarios of family internet are expanding to include health care, education, and community services, promoting cross-industry collaboration [22][23] - Standardization and interoperability are being prioritized to address compatibility issues among different brands and devices, fostering a healthier market development [24]

绑定线下渠道和工厂，把中国生产的智能设备卖出去。 文丨贺乾明 编辑丨黄俊杰 在意大利经商 20 多年的戴志广完成了一次 "产业升级"。 他 2002 年来到意大利，起初主要是把老家温州和周边工厂生产的服装、小饰品等批发给本地商店。因为 成本足够低，他很快就在行业内站稳脚跟。但随着做这行的人变多，戴志广的利润越来越少。 2018 年，戴志广开始寻找新的业务方向。他发现一个现象，那些带 "智能" 的商品可以高价卖出去。一个 质量过得去的灯泡，在意大利卖 1.5 欧元，如果是 "智能灯泡"，能卖 9 欧元。 他想到之前在一场活动上认识的温州老乡，对方创办了一家叫涂鸦智能的公司，可以帮忙开发智能设备。 他觉得这是一个机会，专门去杭州拜访。 一年后，戴志广在意大利创办名叫 "WIBY" 的智能家居品牌。他们组建了团队，把中国生产的、用了涂鸦 技术的智能设备，在意大利找渠道卖出去。这是戴志广的强项，之前做服装贸易时，他与遍布意大利各地 的华人超市老板都有合作。5 年时间，他把智能灯泡、智能摄像头等商品摆到近 1000 家华人在意大利开的 社区超市货架上，累计销售额达到上千万欧元。 戴志广和他的 WIBY，只是中国生产的智 ...