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AI unexpectedly leads to smart home agentization, and the industry structure is ushering in a deep reconstruction

一则AI领域的乌龙消息意外将智能家居Agent化赛道推到行业聚光灯下。当前传统云端托管模式的隐性瓶颈日渐凸显,开源社区的本地智能方案快速迭代,国内头部品牌也已低调布局相关技术,整个智能家居行业正朝着用户可控的主动智能方向加速演进,原有市场格局正在发生深刻变化。

An unexpected piece of news from an AI marketing account has once again pushed the topic of smart home agents into the industry spotlight.
Although the relevant open source smart home platform has not officially released an AI compatibility layer, third-party AI Agent plug-ins have already emerged in the open source ecosystem, which just confirms an ongoing trend: users’ demand for locally controllable smart experiences can no longer be suppressed.
What really changes the industry structure is never marketing gimmicks, but user needs that force iteration of technical routes. Behind this oolong lies the real change in the smart home industry.

Cloud hosting solutions are encountering hidden bottlenecks

The rapid popularity of smart homes in China is largely due to the cloud hosting model.
Low-threshold scanning code network configuration and one-click binding allow ordinary users to use smart devices without any hassle. We cannot deny this popular contribution.
However, as users become more and more dependent on smart homes, three hidden problems of the cloud model have gradually been exposed, and none of them can be completely solved by brands by upgrading servers.

  • Reliability relies on cloud stability: Once a brand server fails, even if the Wi-Fi at home is full, the equipment will be completely out of control. There have been industry failures before where users were unable to turn on the air conditioner on midsummer nights
  • Ecological exclusivity limits users’ right to choose: if they choose a certain brand of gateway, they can only give priority to the same ecology when purchasing equipment later, and users are forced to sacrifice single product experience for the sake of ecology
  • Privacy data has long-term risks: Sensitive data such as the user’s return home time, living habits, and house type are stored in brand servers and may be abused in the future

It is not that the industry has not tried to solve the problem, and the Matter open protocol is the answer given by the industry.
However, after the actual implementation, we found that Matter can only perform basic operations such as switching on and off and adjusting temperature. The advanced functions and scene linkage of the device still have to be returned to the brand’s own App, which does not fundamentally solve the problem.

Paradoxically, user demands have moved forward, but industry solutions are still at the “loophole-fixing” stage.
Until the exploration of the open source community pointed a different path to the entire industry.

Smart home ecological scene display

Open source local solution, why are players so excited

The world’s leading open source smart home platform has always been a favorite among geeks. Its core advantages just hit the three pain points of the cloud model.
When the network is disconnected, local automation rules can run as usual, and there will be no complete “strike” due to server downtime.
Devices of different brands can be connected to the same local system, and users can choose the best products in each category without being tied to the ecosystem.
All users’ private data is only stored in their own homes and does not need to be uploaded to the brand server, which fundamentally solves privacy risks.

But in the past, this kind of open source platform had a problem: the native intelligence understanding ability was not enough, and it was unable to understand complex instructions like a cloud voice assistant and achieve true active intelligence.
The emergence of AI Agent has just made up for this shortcoming.
Now many third-party integrations have appeared in the open source community, which can connect locally deployed large language models and smart home control interfaces, allowing users to achieve natural language control and complex task processing in the local network, and all data does not leave home.

The real revolution is not to move AI into smart homes, but to completely return control of smart homes to users.
This kind of local intelligence that is completely controlled by the user is the core reason why geek players are looking forward to smart home agents so much.
Even if it is an own goal this time, it cannot stop everyone’s enthusiasm for this direction.

The leading brands have actually quietly deployed agents

Many people think that agentization is just a toss-up by open source players. In fact, leading domestic brands have already been moving in this direction, but the entry points are different, and many people have not noticed.
In early June this year, the traditional home appliance giant was among the first batch of internal testing companies to integrate core whole-house appliances into the mainstream AI ecosystem. It provides users with natural language control capabilities through AI Agent, covering all-scenario services from switch adjustment to after-sales Q&A.
Enterprises hold core household equipment such as air conditioners, refrigerators, and washing machines. The real-life scene data accumulated by these equipment itself is the best soil for agentization.

The spatial intelligence brand is taking the route of spatial perception. By covering it with various sensors, AI can accurately identify the real scenes in the home.
After all, if AI wants to provide proactive services, it must first know whether there is anyone in the living room, whether the windows are closed, and whether there is a leak in the kitchen. Without these basic perceptions, no matter how smart the AI is, it can only make random guesses.
The whole-house smart solution of leading technology companies goes a step further. During the decoration delivery stage, the spatial relationship of all equipment is clearly sorted out, and a spatial base map is drawn for AI in advance.
AI determines user scenarios and triggers automation, all of which require this base map as a basis. This idea of making a good layout from the source just hits the core requirement of agentization.
The entry point of the IoT platform is more towards the bottom layer of the industry, providing fast access solutions to a large number of traditional IoT manufacturers who are unable to build AI Agent systems, which is equivalent to providing infrastructure for the entire industry.

You will find a very interesting division of labor: major appliance brands provide real-life scenarios, spatial intelligence brands complement home perception, leading companies do a good job in central productization, and platform manufacturers empower small and medium-sized brands.
The entire industry has actually been quietly advancing in the direction of agentization, but it has not triggered widespread discussions like the open source community.

Smart Home AI Agent Product Display

True popularization requires crossing these two hurdles

Both the exploration of open source players and the layout of leading brands are still in the early stages.
In order for agent-based smart homes to enter ordinary families, two insurmountable hurdles must be overcome.

The first hurdle is the deployment threshold.
The current local AI deployment of open source solutions also requires users to be able to mess with NAS and build models. The threshold is too high for ordinary users.
Ordinary users do not need to control all the code themselves. They only need to be usable without the Internet, not tied to the ecosystem, and data secure. How to make these features into products that can be used out of the box is a problem that brands need to solve.

The second hurdle is cognitive transformation.
In the past, our understanding of smart home was just “a few more switches in the mobile app”. The user sends commands and the device executes them.
But an agent-based smart home should proactively sense user needs and help users provide services in advance.
For example, when you go home and walk to the living room, the air conditioner will automatically adjust to the temperature you like, and the curtains will automatically adjust the brightness according to the daylight, without you needing to take out your phone to give commands.
A good smart home should not be felt by users, but it has done everything well.

This own incident actually reminded the entire industry: users’ demand for local controllable and active intelligence is more urgent than we imagined.
Even if the official AI compatibility layer has not yet been released, developers in the ecosystem have already begun to explore it, and market demand never waits for official planning.
The smart home of the future will definitely not look like the current “cloud binding + ecological lock-in”.
The real end point is to return control to users, allowing intelligence to be integrated into life naturally, without users having to worry about it all the time.
This industry revolution will truly take hold when ordinary families can use agent-based smart homes that are usable even when disconnected, have free product selection, and are data secure without having to learn complex deployment tutorials.

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