AI+5G drives a trillion-dollar smart home market, with tech giants like ZTE and Huawei seizing the underlying access
On November 4th, 2023, the report from Techboard (reported by Wu Xuguang) revealed that as artificial intelligence, 5G, and IoT technologies merge, family spaces are moving from single-device intelligence to whole-domain collaboration.
So far, technology innovation enterprises including mobile phone manufacturers, traditional home appliance manufacturers, internet companies and ZTE have joined the smart home competition. TechInsights predicts that global spending on smart homes wil
Guo Tao, an angel investor and artificial intelligence expert, analyzed to a reporter from "Science and Technology Innovation Board Daily" that ZTE and other companies are essentially strategic actions to build full-scene ecological barriers based on
Battle of Giants for the Hundred Billion Blue Ocean
The integration of AI, 5G and Internet of Things technologies, coupled with policy support and consumer demand upgrades, the smart home industry is entering a stage of large-scale development. Combined with data given by various authoritative researc
The huge market cake attracts top players from all over the world.
Traditional home appliance companies like Haier and Midea have deepened their focus on device interconnection and scenario implementation based on their years of hardware manufacturing capabilities and existing user bases. Emerging smart home compani
"The continued expansion of new and old players will further intensify competition in the industry, but it will also spawn more innovative business models." On November 3, angel investor and artificial intelligence expert Guo Tao analyzed the reporte
From a layout strategy perspective, take ZTE Corporation as an example. According to Guo Tao's analysis, in terms of technology, the company's underlying architecture of 'smart gateway + cloud platform' is compatible with multi-protocol access, and i
It is worth mentioning that the number of registered smart home related companies in our country continues to grow, driven by policies and demand.
According to the National Bureau of Statistics, in the first three quarters, furniture sales from above-scale units increased by 21.3% year-on-year. Sales of household appliances and audio-visual equipment rose by 25.3%, and cultural office supplies
The State Council has issued the Opinions on Further Implementing the AI Plus Initiative, proposing to promote the universal interconnection of all things with intelligent terminals, cultivate a smart product ecosystem, vigorously develop new-generat
Previously issued policies such as the Light Industry Stability and Growth Plan (2025-2026) at the national level have been successively launched, which encourage intelligent and green development, clarify industry standard orientations, and promote
With the support of policy, AI has moved from concept to implementation, reshaping the home living experience.
For example, traditional household appliance companies use AI algorithms to optimize equipment efficiency. Haier's smart air conditioner can automatically adjust its operating mode based on environmental data. Newly emerging companies focus on scenar
From the perspective of the industry, the combination of AI, connectivity, and computing power is breaking down the boundaries between devices and scenarios, enabling whole-home intelligence to shift from 'passive response' to 'active service'.
Recently, during an interview with the reporter from Kechuangban Daily, Chen Zhiping, the vice president of ZTE, expressed that the ultimate goal of technological innovation is to make AI bring security, convenience, and emotional connection to famil
Companies in the industry chain demonstrate their capabilities to solve industry problems
Despite the rapid development of the industry, the smart home market still faces many common pain points.
Specifically, issues such as protocol incompatibility among devices from different brands, insufficient network connection stability, and fragmented user experience are prominent. Interoperability remains the biggest obstacle in the industry. Accordi
Recently, at the ZTE's AI Family Experience Day event, an industry insider told the reporter of Kechuangban Daily that most companies, no matter whether they are doing ecosystem or scenario layout, still use fragmented solutions to a great extent. Is
According to market research from third-party institutions, over 60% of users have abandoned using some smart devices due to equipment linkage failure and network lagging. The industry urgently needs an integrated solution that can connect connection
Facing these pain points, enterprises from different camps are exploring ways to break the situation based on their respective areas of strength.
For ZTE, in terms of connection base construction, it has launched the ZTE Nebula Clear Sky PoE whole-house kit, which adopts plug-and-play design. With the WiFi deployment simulation function of ZTE Smart Life APP, it solves the signal dead zone pro
According to the company's third-quarter report, ZTE has shipped over 100 million home terminals annually, nearly 30 million FTTR products have been shipped, PON CPE shipments rank first globally, and WiFi-7 home terminals remain in the industry's fi
"Our advantage lies in the end-to-end solution from chips to whole devices to flow services. This full-chain control mode is the core password to ensure connection stability," said Zhao Xin, the director of terminal mobile internet products at ZTE to
According to ZTE's financial report, in the first three quarters of this year, the company's computing power revenue increased by 180% year-on-year, and server and storage revenue surged by 250%.
In building the computational core, ZTE has deeply integrated AI and ICT technologies to provide a "brain" for whole-home intelligence.
Overall, traditional home appliance companies focus on connecting internal product ecosystems. For example, Haier's smart home platform has achieved interconnection and interoperability across all its product categories. Newly emerging companies focu


