Ali and Hon Hai "conspiracy" or will push Ali TV

Abstract: According to media reports from Taiwan, China, Ali wants to cooperate with Hon Hai because many of the TVs and monitors manufactured by Hon Hai are used by Ali. Hopefully, Hon Hai’s commercial TVs and monitors are equipped with Alibaba Cloud OS.


Research agency IHS Display Search recently analyzed the possibility of Alibaba launching a free LCD TV.

According to speculation, Ali TV will launch a 40-inch screen, 4K ultra-high resolution, most of the hardware is installed inside the box, independent of the monitor. However, wool is on the sheep. Even free delivery is conditional. For example, Ali may bundle Alipay, Lynx, and Taobao with your Ultra HDTV.

In the future, perhaps when you are looking at Korean drama, the Taobao page of the heroine's clothes will automatically pop up. You can get it in the pocket.

Ali has been doing television and has been rumored constantly. But so far, Ali has cooperated with major color power plants through the “Aliyun OS System”. According to insiders from Ali, TCL, Haier Commander, Konka, Skyworth, and Hisense all launched TVs with built-in Ali cloud OS system, making the TV intelligent.

The latest rumors came from media reports in Taiwan. Ali wanted to cooperate with Hon Hai because many TVs and monitors were manufactured by Hon Hai. Ali hoped that Hon Hai’s commercial TVs and monitors were equipped with Alibaba Cloud OS.

Although this rumor has not yet been confirmed by Ali, but Ali has become the e-commerce giant in the era of PC Internet, mobile Internet, television Internet opportunities to be missed?

According to Li Yaqin, deputy general manager of Quzhi Consulting, it is only a matter of time before Alibaba made television. It is already forming a mobile phone team. The future will be a combination of software and hardware, platform and content. It is rich in resources: Alibaba Cloud OS system, shares Huada Media, obtains license resources, and Alipay. If you directly do TV, you may mainly push TV e-commerce and TV online payment functions.

At present, the number of TVs sold online in China has accounted for more than 20% of the total sales.

Sun Dongwen, president of Skyworth, once admitted to reporters that cooperation between Caicai Power Plant and Internet companies is still shallow. For example, Skyworth and Alibaba cooperate on smart TVs. Is TV using Skyworth's God-given system or is it using Aliyun OS system? Who is it? Who will be responsible for the upgrade of the TV? Therefore, it is only a model, a series of cooperation.

In order to increase the enthusiasm of the color power plant, I heard that if Aliyun OS system is installed on the TV, Ali will give a subsidy of 50 yuan per color power plant. However, the total number of TVs currently implanted in the Aliyun OS system is still small, which may give Ali a direct reason to do television.

Zhang Bing, research director of Display Search in China, believes that there is a possibility that Ali can directly make television. Hisense pushes VIDAA system, Skyworth pushes heaven-sentence system... In fact, these systems, like Aliyun OS system, are mainly based on the improvement of Android system or Linux system, like a toll station on the highway. What new applications are installed by smart TV users must first be authorized by the “toll station”. The color power plant will not surrender all its user resources.

Ali obviously wants to embed more of his financial platform, shopping platform, and user platform into his TV set, even if he is sending out the TV, as long as the user is willing to go shopping on Taobao. If a smart TV user deposits 100 yuan in Alipay and 10,000 users, there will be 1 million yuan. Ali has room to operate and can invest. What's more, Ali can also charge advertising fees to merchants on TV shopping websites?

The television industry seems to have become unrestricted and anyone can "plug in." LeTV sells TVs at low prices and sells video content services by the way; Dr. Peng sells TVs at a low price, and lets users put on its broadband by the way; Public comment, 360 also discusses the possibility of making TVs... Smart TV has become a carrier, One entrance, new business models are emerging. The practice of prepaid phone bills for mobile phones may appear on television in the future.

For color power plants, this is the worst era and the best era. Assuming that Ali really does television, there is no doubt that there is another new strong competitor. However, it will also speed up the formation of a new television business model and enhance the user's stickiness. Li Yaqin believes that the key to color power plants is to pool upstream and downstream resources and develop more APP applications for smart TVs. Sticking to users is king, no matter how many outsiders “invade”.

Zhang Bing said that the color power plant must be more open and cooperative. Although Ali is an e-commerce company, it still has a large e-commerce platform. Not only the online channels, but also the power plants must cooperate extensively with the upstream panel merchants, content providers, and other industrial chains in order to seek more options in the open cooperation.

What will the color TV industry do in the future, full of infinite imagination?



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