What is Kukai’s intention of “traffic business” behind “minority system”?

Recently, cool open network held a conference, released the latest cool open system 8. From the content of the press conference, the operating system named “unbounded space” seems ambitious. It is reported that the system will be able to drive all hardware systems, including both the Internet of things and the Internet of screens. < / P > < p > combined with the previous rumors about the spin off and listing of Kukai, it seems that Kukai also wants to use this conference to tell a new story about Ott and Internet of things for the capital market. As for whether Kukai system 8 can really become a widely used operating system in the field of Internet of things, the future is not optimistic. < / P > < p > according to the public information, at present, in addition to Skyworth and Kukai products using the Kukai operating system, Panasonic, Philips and other second and third line smart TV manufacturers are also using it under the authorization of Kukai. For the second and third tier brands that have no intention of investing more in software, such cooperation seems to be very cost-effective. < / P > < p > among the first-line brands, Sony carries Android, Samsung has tizen, Huawei has Hongmeng OS, and other manufacturers with software development ability choose to build their own operating systems based on the open source Android platform + their own UI design. In other words, Kukai system is actually a solution for the second and third tier manufacturers and the following manufacturers: Kukai obtains user traffic coverage, brands below the second and third tier obtain system authorization, and reduce software investment costs. < / P > < p > according to a data from the China Business Industry Research Institute, by the end of last year, the total number of domestic brands activated by Hisense, Konka, Skyworth, TCL and Changhong exceeded 130 million, an increase of 20.8% over the same period of last year. On the other hand, the market share of foreign brand activated terminals was 10.6%. Except for high-end brands such as Samsung and Sony, the share of foreign brands was low 。 < / P > < p > in other words, the installed capacity of non Skyworth brand of Kukai system 8 is actually very small, and the market space is not as large as expected. Therefore, the Internet is of the opinion that it is possible to meet capital expectations with the “flow business” of “minority system”. < / P > < p > according to the statistics of Tianyan app, at present, Kukai network has gone through three times of strategic financing. After the news of splitting and listing some time ago, Kukai network actually needs some actions to tell a new Ott + IOT capital story, so as to respond to the expectations of the capital market. < / P > < p > from the technical content released at the release conference of Kukai system 8, Kukai 8 integrates “family centered data system, user engine, large-scale and refined crowd technology.” In other words, the so-called IOT and dot of Kukai are essentially for advertising. It seems that they do not really involve the real core of the Internet of things operating system: to build a complete ecosystem from application to service. < / P > < p > in addition, from the perspective of advertising, Ott advertising cash space is also narrowing. In July last year, a survey conducted by Jiangsu Consumer Protection Commission showed that 90.66% of consumers thought it necessary to rectify the start-up advertisements. Subsequently, Jiangsu Provincial Consumer Protection Commission interviewed a number of enterprises including Skyworth and asked for rectification of advertising problems. < / P > < p > on the one hand, under the pressure of policy, the realization space of Ott terminals is narrowing. On the other hand, with the aggravation of market competition, the realization of advertising under the guidance of user experience will continue to be weakened, and the ecological value of content and service will gradually become prominent. < / P > < p > with the operating system as the platform, there is a very important premise for content and service realization, that is, there must be a perfect technology, content and service ecology. In a word, the perfection degree of the operating system itself is a necessary prerequisite for commercialization. < / P > < p > < p > if the marketing concept of “unbounded space” plays well, it does not mean that the business of the operating system can be done well. The so-called “screen networking” may also be just a public relations conversation with multi device collaborative functions. In fact, Huawei and apple have already realized similar collaborative functions on multiple devices. < / P > < p > take Samsung’s tizen system as an example. In order to get rid of its dependence on Android ecology, Samsung cooperated with Intel to develop tizen on Linux platform. At that time, it was for the development of mobile terminals. Now, a few years later, Samsung has never launched a new phone with the tizen system. < / P > < p > this is why most of the domestic operating systems are modified and optimized based on the Android platform. Only a few manufacturers of Hongmeng OS and alicloud OS are developed based on the Linux kernel. In the past, the division of labor between the professors of MIT < / P > and the division of labor between the two sides of MIT can guarantee the formation of a reasonable profit distribution mechanism for the professors of MIT < / P > < p > whether it is Ott system, IOT system, or smartphone operating system, the usability of the system itself is a basic premise. A mature and commercial operating system has enough talents, technology, capital and time investment, and forms a benefit balance mechanism among developers, users and manufacturers. The latter is also an operating system Perfect important judgment standard. As an enterprise derived from the traditional e-commerce enterprise, Kukai may not be able to support it to build a real IOT system ecology for a long time, whether it is technical genes or commercial resources. < / P > < p > from Microsoft’s release of the first generation of graphical operating system windows, to the subsequent iterations of Win98, XP and today’s win10 systems, it is not difficult to find a trend that the development of operating systems has always been in the direction of “centralization and ecology”. < / P > < p > in the process of evolution, a complete ecosystem has been formed from technology to hardware to software, taking user experience as the guidance, technical support as the foundation support, and ecology as the evolution path. < / P > < p > “the biggest difficulty of IOT operating system is that it not only needs to build a complete technology ecology and application ecology, but also needs a complete hardware ecology.” An industry observer pointed out: “there are strong barriers to different types of IOT hardware, such as intelligent e-commerce and intelligent air conditioning. Therefore, how to use the operating system to break through the business barriers between different industries is the core issue.” In other words, to build a brand-new operating system is not only system development, but also to build a business ecosystem with commercial foundation and value increment for developers, users and hardware manufacturers. < / P > < p > the node function of IOT system is to make the hardware capabilities of different products such as computer, TV, mobile phone, smart home can be transferred to each other with lightweight system capability to realize integration. Due to the versatility and adaptability of a variety of hardware, the technical difficulty of IOT system is an order of magnitude higher than that of mobile intelligent operating system. For example, the current mobile phone update cycle is about one year. Apple users may be a little longer, but it is not more than three years. However, the IOT hardware is quite different. It is impossible for users to accelerate the renewal cycle because of the iterative upgrading of systems and hardware, such as smart TV and smart refrigerator. This requires that the system itself should be light enough and have strong vertical compatibility Sex. < / P > < p > for example, how to ensure the availability of IOT system after 8 years of design life of a smart refrigerator is a very difficult technical problem. To solve this problem, it may require the development ability of chip and underlying system, which is obviously not possessed by today’s cool open. < / P > < p > the technical problems may not be the biggest problems faced by Kukai. The biggest weakness of any new operating system commercialization is the weakness of ecology. This is the reason why Google’s IOT operating system has not been so commercialized: compared with mobile operating system, Ott IOT system has a longer technology development cycle, and has a higher degree of software and hardware ecological coordination. < p > < p > the Kukai system 8 released this time seems ambitious, but it is also interesting. Whether from the perspective of technology ecology or business ecology, Kukai has to face the fact that, no matter in terms of technical capabilities or commercial resources, a cool open system that can really connect Ott and the Internet of things is still very interesting As far away as “flowers in the mirror, moon in the water”. < / P > < p > “the future IOT system must be winner take all.” An industry observer said in an interview with the Internet’s rivers and lakes: “whether from windows in the PC era or Android and IOS in the mobile era, it shows a fact that the operating system, regardless of its technology or business ecology, always follows the law of” players take all “, and so does the Internet of things operating system < / P > < p > if the reason for the decline of Symbian system and the death of MeeGo system was Nokia’s arrogance, then after the scale effect of closed source IOS and open source Android rapidly formed, both developers and users have been tied to the platform running chariot. However, the root cause of the failure of Microsoft’s heavily invested WP lies in its failure to establish the internal circulation from the development environment to the commercial ecology in time due to the lack of sufficient users. IOS and Android have established two different operating system ecosystems under the “winner take all” principle, and have led the development of the industry in the past decade. < / P > < p > although the time nodes are different and the industry background is different, Kukai’s Ott and IOT systems are in fact very similar to the difficulties faced by Microsoft in those years. Microsoft was faced with the siege of apple and Google. Now there are many powerful players in the domestic IOT field, such as Huawei and Xiaomi. In terms of technical strength and ecological construction of software and hardware, Kukai is not obvious The advantages of. < p > < p > therefore, after the establishment of the “unbounded space” flag, how to really implement it in the process of commercialization may be a practical problem that Kukai needs to face. Continue Readinggather and watch! Huawei P40 Pro evaluation: excellent mobile phone photography elegant design, do you like it?