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Interface News Reporter Cheng Lu

interface news editor wen shuqi

on June 27, fluorite network (688475.SH) released the independently developed vertical large model-fluorite "blue sea large model" and a new generation of fluorite HomePlayOS with AI as the core.

fluorite network is independently derived from hekangweishi, starting from cameras, mainly for home scenes, providing smart home hardware + internet of things cloud platform services. After purchasing products such as cameras, users can pay for more services such as video viewing in the cloud. The company provides both C- side (consumer side) and B- side (enterprise side) services.

the latest financial report shows that fluorite network's operating income in 2023 is 4.84 billion billion yuan, up 12.39 year on year. among them, the income growth of "internet of things cloud platform" as a software service is higher than that of hardware products, and AI is also its focus area at this stage.

according to the interface news, the fluorite blue sea model is a large model of physical intelligence for the IOT scene. At present, the company is in accordance with the requirements of laws and regulations, the implementation of the relevant algorithm security assessment, filing and other procedures.

cheng zhan, general manager of fluorite cloud intelligent algorithm, believes that the common large model technology belongs to the internet large model, which naturally lacks interaction with equipment, does not have body memory, and has obvious short board in end cloud collaboration capability. For this reason, fluorite is more focused on space-level physical intelligence.

The so-called spatial-level physical intelligence is the ability to perceive the world's spatial information, process multimodal data, accurately identify and understand, and finally plan and guide the equipment to respond. This also requires the large model to have a systematic AI capability, covering the full link from device perception to device execution, and a variety of access devices.

in the field of smart home where fluorite is located, AI will bring about changes and innovations in interaction, which is also the direction where fluorite thinks there are opportunities in the future.

"Today people pay more attention to the interaction between people and devices, but little attention to the interaction between devices and devices, but this is bound to happen. For example, the camera in the living room knows that people have finished eating and can automatically link the sweeping robot to work, and the intelligence level of the hardware has the opportunity to improve." Cheng Zhanzhan said to the media, including interface news.

But in the field of smart home Internet of things, fluorite has a lot of strong competitors. Including Baidu, Ali, Huawei, Xiaomi, etc., large factories are also applying their large model capabilities to smart hardware devices.

For example, Xiaomi has established a relatively complete industrial chain of smart home products by taking "Mijia" as the entrance and using "investment + incubation. As of March 31, 2024, the number of connected IoT devices (excluding smartphones, laptops and tablets) on Xiaomi AIoT platform reached 0.786 billion.

and Huawei's Hongmeng ecological equipment has exceeded 0.9 billion units. Baidu, backed by Wen Xin's big model, has become the central control entrance of tens of millions of smart homes, with more than 0.2 billion smart home ecological connection devices.

IDC, a data organization, predicts that the proportion of Internet platform access in China's smart home equipment market will reach 76% in 2024. under the trend of AI integration with smart home, all forces are seizing the trillion-level smart home market camp. At present, fluorite has accumulated a part of the scale of the volume, but also has its own focus on the direction, but in the number of equipment access, product type richness and other aspects still need to start to catch up with the head manufacturers.

"The smart home scenario is definitely more than just a speaker, the data must be multi-modal, need to support other scenarios, and other devices have a process of linkage. If you only do a single point of certain aspects of the ability, device interconnection is certainly not smooth enough, the smart home experience will not be good." Ming Xu, head of fluorite cloud system architecture, said when talking about the pain points in the current competitive market.

Open ecological layout is the next direction of fluorite. Big models bring innovation, but they also face new challenges, such as the complexity of developing AI applications, while also dealing with the huge cost of using big models.

To this end, fluorite provides a new architecture fluorite HomePlay OS with AI as the core. By providing intelligent agents and vision-based AI capabilities, developers can solve the problem of large model application threshold and develop their own intelligent scenarios or applications in a fast, flexible and low-cost way.

Ming Xu believes that "OS" means that fluorite does not want all businesses to be completed by itself, but opens its capabilities to developers, builds together with developers, and lands personalized intelligent services.

With the continuous improvement of large model capabilities, voice, visual and perceptual interaction capabilities will also improve. In the future, AI technology will penetrate into more smart home products, and industry competition will become more intense. Bet on whether the vertical large model and open ecological fluorite can stand out from the tight encirclement, but also accept the market test.