Some media said that the domestic air-conditioning market pattern has changed, the first place by the Internet air conditioner to obtain, and then the president of an air-conditioning company in the south immediately opened, it is foundry, no core technology, in the end this air conditioning market war or price war, the rest is nonsense.
In fact, air conditioning products have not changed for more than 20 years, that is, those large parts, compressors, fans, condensers, etc., these are basically standard parts, and each type of standard parts are produced by professional manufacturers.
The two major air-conditioning companies have established their own compressor companies, or invested in compressor companies, in fact, most of the domestic technology-leading compressor companies are controlled by the two major compressor companies, and the air-conditioning companies with a more complete industrial chain can more effectively control the cost and quality.
As for other accessories, although they are supplied by other suppliers, but these accessories without technical content actually have little room for change, most of the ways to reduce costs are to cut corners, as the CEO of a company said, replace copper pipes with aluminum pipes, and even more excessively replace copper pipes with iron pipes.
This approach can reduce costs to a certain extent, but the consequence will be that the air conditioner is not durable, and the heat dissipation effect is far worse than that of copper pipes by replacing copper pipes with aluminum pipes and iron pipes, which will lead to a surge in power consumption of air conditioners; If the motherboard capacitor uses a small capacitor in order to save costs, then the capacitor may burn out in the summer, which will seriously affect the consumer experience.
Relatively speaking, the two major air conditioning companies have a larger scale, they have their own compressor companies, has been to reduce costs to the greatest extent, further cost reduction is already very difficult, if the specifications of various materials are reduced, resulting in rising power consumption, products are not durable, such a brand is difficult to do big in the air conditioning industry.
Before the Internet air conditioning, since 2015, there have been air conditioning companies with the help of the low-cost advantage of e-commerce channels to quickly seize the market, but with the two major air conditioning companies to join the e-commerce channel, their products are only 100-200 yuan higher than that brand, and finally most consumers still choose the two major air conditioning brands, the reason is that consumers know that they get what they pay for.
Internet air conditioner is worse than that air conditioner, it does not have its own factory, handed over to various OEM companies OEM production, OEM companies even if the fees charged are lower, they have increased the cost than these two major air conditioning companies; In addition, its scale is not as good as the two major air-conditioning companies, and the procurement cost of other accessories may be difficult to be lower than the two major air-conditioning companies.
In fact, this aspect has been proven in the TV industry,Internet TV grabbed the market at a low price back then,But after gaining market share advantage,The price has begun to be on par with traditional TV brands,It also has its Internet advertising traps, etc., which have led to consumer boredom,Since the beginning of this year, traditional TV companies have regained the advantage of the domestic TV market。
All this shows that the industry leaders have actually achieved the ultimate in cost and quality, it is difficult for latecomers to make further breakthroughs, OEM has been proven to have drawbacks in the TV industry, air conditioning is a stupid black and coarse product, OEM is more difficult to work in the air conditioning industry, temporarily cheap for consumers, if the quality is not up to par, consumers will quickly give up, the author believes that the two major air conditioning companies will inevitably succeed in fighting back Internet air conditioning.