Singa esengekebwa okusinziira ku nfuna, VusionGroup eri nnamba emu. Naye ssente ezisinga obungi kitegeeza nti esinga obulungi? Si kituufu nti. SOLUM ebadde ku maziga omwaka guno, Hanshow okusinga ye nnannyini katale k’Abachina, era Pricer-newankubadde nga bagudde emabega-kino abadde akikola okuva ku ntandikwa y’emyaka gya 90, okumala ebbanga okusinga omuntu omulala yenna.
Eno ye rundown ya kampuni z’oyinza okusanga singa oba mu mulimu guno.
Ekibiina kya Vusion
Edda kyayitibwa SES-imagotag. Kkampuni ya Bufalansa. Omwaka oguwedde Walmart yabawa endagaano y’amaduuka 4,600, era ekyo kyanyweza ekifo kyabwe ng’omuzannyi ow’oku ntikko.
Ebintu byabwe birungi, naye era bya bbeeyi.
Enkola yaabwe yeeyoleka bulungi-baagala kukyuka okuva ku kutunda ebikozesebwa okudda ku kutunda emikutu.Ekire kya VUSION, Captanaokutegeera okulaba, .Okujjukiraokwekenneenya, .Okwogerezaretail media... bazimba ecosystem yonna. The logic tracks-SaaS margins zisinga hardware margins, era Wall Street eyagala nnyo emboozi eyo. Obuzibu buli nti, abasuubuzi si basiru. Buli omu akimanyi ng’omala okubeera ku VusionGroup’s full stack, oba osibiddwa mu.Data yo eri nabo, enkola zo zitambulira ku platform yaabwe, interfaces zonna zitegeezebwa bo. Ebisale by’okusenguka bya bukambwe.
Abalina emigabo emikulu mu VusionGroup kuliko...BOE-kampuni y'Abachina ey'okulaga ekipande.E YinkineKkampuni ya Qualcommera balina emigabo. Tewali kikyamu ku nsengeka eyo per se, naye bakasitoma abamu Abamerika bagireeta mu kiseera ky’okwekenneenya okugula. Waliwo pulojekiti omwaka oguwedde nga VusionGroup yasinga okufuna obubonero obusinga ku kwekenneenya eby’ekikugu kyokka n’egwa mu lawundi esembayo olw’ensonga eno.
SOLUM
Olukorea. Yawuddwa okuva ku Samsung Electro-Mechanics.
Mu kiseera ekyo ebika ebiyingizibwa mu ggwanga ebyaliwo byali bitono.
Obusika bwa Samsung kitegeeza okugatta enkola y’okugaba ebintu mu ngeri ey’amaanyi. Crack open an ESL era olina ki? Screen, chip, battery, modulo y'empuliziganya. Enkola ya Samsung erina abagaba ebyo byonna, era okukwasaganya eby’omunda kugula ssente ntono okusinga okunoonya ebweru. OmuOmusomo gwa Newtonalina omutindo gw’okuzimba omugumu. Lipoota zaabwe ez’okukebera ziraga nti basobola okukwata enzirukanya y’ebbugumu okuva-30 diguli okutuuka ku +60 diguli.
SOLUM yazimba ekkolero eppya mu...Monterrey, mu kibuga Mexico. Obusobozi obujjuvu omwaka ogujja. Kino kirabika muzannyo ku bunkenke mu by’obusuubuzi mu Amerika-China. Singa Amerika eteeka emisolo ku bintu bya China ebya ESL oba okussaawo ebiziyiza eby’obusuubuzi, SOLUM erina enkola y’okugaba ebintu etakwata ku China n’akatono. Ku bakasitoma abamu ekyo kyetaagisa kizibu.
Obunafu bwabwe ye software. SOLUM esinga kuba kkampuni ya Hardware. Omukutu gwabwe ogwa software teguli ku mutendera gwa VusionGroup. Bw’oba ky’oyagala kwe kuwaanyisiganya ‘paper tags’ n’ozifuna ez’ebyuma n’okunyigiriza okulongoosa emiwendo, SOLUM ekola bulungi. Bw'oba oyagala emiwendo egy'enjawulo, okuteesa kwa AI, n'ebintu eby'omulembe-oba zimba okugatta ggwe kennyini oba tunuulira awalala.
Omusuubuzi w’ebbeeyi
Oluswedi.
Yatandikibwawo mu 1991, ng’ebula omwaka gumu VusionGroup. Okusinga be bayiiya amakolero gano. Kati bali mu kyakusatu oba kyakuna.
Enkola ya Pricer yeeyoleka. Baalonda ekkubo lya tekinologiya ery'enjawulo-empuliziganya ya infrared, eyawukanira ddala ku nkola ya RF ya buli muntu omulala.
Kiki ekirungi ku infrared?Obutuufu bw’okuteeka ekifo. Siginini za RF ezisaasaana-omanyi kyokka nti tag eri awalala mu kitundu eky'awamu. Infrared ye layini-ey'okulaba, ensonga n'okukuba amasasi, sentimita-omutendera gw'obutuufu. Mu kiseera ky’okulonda, enkola eno eyaka tag emu entongole, tewali nsobi. Mu mbeera za sitoowa eza density enkulu-density oba scenarios nga positioning accuracy kikulu, Pricer alina edge omuntu mulala yenna asobola kugigeraageranya.
Naye era ekyo kye kikoma. Infrared yeetaaga line of sight, tesobola kuba na kintu kyonna kiziba kkubo. Mu dduuka eddene eririna endcaps buli wamu ne bakasitoma nga batambula, okuteekawo infrared base stations kizibu nnyo. Y'ensonga lwaki Pricer teyasobodde kukwatagana na VusionGroup-tech yaabwe nnungi nnyo ku scenarios specific naye tebasobola scale ku mass market.
Omwaka guno baakolagana ne kkampuni eyitibwa...Ekikuta ky’empapulaokukola 100% bio-based electronic label. Okuzannya enkoona y’okuyimirizaawo. Ayinza okukola mu Scandinavia abasuubuzi abamu gye bali mu ekyo. Awalala, tekisuubirwa. Buuza maneja w'okugula oba banaasasula ebitundu 20% ebisingawo ku "biodegradable" era abasinga bajja kugaana.
Hanshow nga ye
Abachina. Omuzannyi asinga obunene mu ggwanga.
Product line erimu ebintu byonna.IP68okugereka okukuuma ensonga ku mmere empya n’olujegere olunyogovu. Obuseere okusinga abatunzi b'e Bulaaya-buseere ki kisinziira ku bunene bwo, okuva ku bitundu 10-ekintu ku buli kikumi okutuuka ku bitundu 30 ku buli 100, kyawukana okusinziira ku pulojekiti.
Hanshow abadde agaziya emitala w’amayanja mu ngeri ey’amaanyi-Ekitebe kya Bulaaya, ofiisi ya Amerika, kikola endagaano n’...Leroy Merlin, omuwandiisi w’ebitabo, Albert Heijn, omuwandiisi w’ebitabo, n’ebirala. Wabula bakyakuba bbugwe ne bakasitoma ba premium.
Omusuubuzi omunene ow’omu Bulaaya ow’amaserengeta yali akola okulonda abatunzi. Specs za Hanshow zaali nnungi across the board, price yali wansi. Last round of evaluation, waliwo omuntu ku ludda lwa client yagamba nti "tetulowooza ku ba China abagaba ebintu." Tewali nsonga eweereddwa. Pulojekiti efudde.
Ekyo kya bwenkanya? Nedda Naye ddala ddala. "Made in China" ekyategeeza "cheap" mu bifo bingi, so si "technically superior." Okukyusa endowooza eyo kitwala obudde era flagship wins.
Mu 2024 VusionGroup yawawaabira Hanshow olw’okumenya amateeka ga patent mu kkooti ya Bulaaya, n’esaba ekiragiro ekiyimiriza. Tekyafuna kukkirizibwa, naye omusango gwennyini kabonero. Bw’oba oteekateeka okukozesa Hanshow, yongera ku...Akawaayiro k’okuliyirira IPku ndagaano yo ey’okugula, bafuule okutwala obuvunaanyizibwa. Singa ebyava mu musango bikyuka, toyagala nkumi na nkumi za tags ku shelves zo zifuuke scrap metal.
E Yinki
Yuan Tai ye. Olutaiwan.
Mu by'ekikugu E Ink si kampuni ya ESL-tebatunda bintu biwedde. Naye be bafuga chokepoint y’amakolero gano gonna. E-okulaga empapula? Kumpi byonna biva mu E Ink. VusionGroup ezikozesa, SOLUM ezikozesa, Hanshow azikozesa. Tewali kujjako.
Bizinensi ya monopoly bizinensi nnungi. E Ink’s operating margin mu 2024 yali ewedde23%. Waggulu nnyo ku hardware. Balina zero incentive okusala ku miwendo.
Kino kitegeeza ki eri abatunzi ba ESL? Screens ze zisinga obunene mu nsengeka y’omuwendo gwazo, era emiwendo gya screen ze kyonna E Ink ky’egamba nti. Bakasitoma aba wansi baagala okukusika ku bbeeyi, upstream supplier tajja kukuwa kifo-ofuna okusika okuva ku nkomerero zombi. Waliwo pulojekiti omwaka oguwedde ng’omutunzi wa ESL yassa dda omukono ku ndagaano, olwo E Ink n’elinnyisa emiwendo, ensengeka y’ebisale n’egenda ku bbali, era gye byaggweera nga bafiiriddwa ssente ku ddiiru yonna.
Waliwo n'obusobozi. E-okukola empapula tekuyinza kugaziwa kiro kimu. Walmart bw'esuula mega-order, esobola okugabira okusigala ku mutindo? Ekitundu ekyokubiri eky’omwaka oguwedde waaliwo okwongezaayo obudde bw’okukulembera mu mulimu guno, pulojekiti ezimu zaasindikibwa emabega.
Ku bantu abagula ebintu, jjukira ekintu kimu:tosuubira nti emiwendo gya ESL gigenda kukka nnyo. E Ink's monopoly position eri awo wennyini, costs tezikka. Kino si nga TV panels ezigwa ebitundu 10% buli mwaka. Embalirira eri waggulu.
ZKONG
Hangzhou mu kibuga ky’e Hangzhou.
Bwoba obaddeko ku...Hema (Freshippo) nga ye ., obubonero obw’ebyuma ku bushalofu kumpi bukakafu nti ZKONG. Exclusive supplier, ekwata nga 95% ku maduuka gaabwe.
Ekinyuvu ku ZKONG y’embeera yaabwe ey’endagamuntu. Baakulira mu Alibaba ecosystem, era Hema yabawa ekifo ekirungi ennyo eky'okutendekebwa-buli mbeera empya ey'okutunda, bagiddukanya. Naye olw'ekyo, ab'ebweru babalaba nga "abantu ba Alibaba."
Bwe bakuba abasuubuzi abalala, ekisooka okuddamu kitera kuba nti: "Enkolagana yo ne Alibaba eri etya? Data yange egenda kuggwa ne Alibaba?" Naddala nga okugaziya kwa Alibaba mu by’amaguzi kukubye okuziyiza, abasuubuzi abamu mu butonde beegendereza abasuubuzi abakolagana ne Alibaba-.
ZKONG egezaako okuva mu kino. Ttiimu z'emitala w'amayanja, okussaako akabonero okwetongodde, okussa essira ku bukuumi bwa data-bakola ebintu byonna ebituufu. Naye label eyo si nnyangu kuggyawo.
Ku ludda lw’ebintu, ebintu bibiri ebisaanye okwetegereza. Ekimu kiri ntiTaagi 32,640 buli mutimbagano-obwo bwe busobozi obukulembedde mu makolero-. Mu maduuka amanene, omuwendo gwa base stations gukosa butereevu omuwendo gw’okuteeka mu nkola. ZKONG's high-capacity gateway erina edge eyo. Endala ya mwaka oguweddeSparkle olutimbe olw'enjuyi bbiri--center-aisle shelving esobola okulaga ku njuyi zombi, tag emu ekola omulimu gwa babiri. Kirabika nga obuyiiya obutono naye bulina akakwate akatuufu ku bungi obwetaagisa n’omuwendo.
Okulaga data
Samsung ye nnannyini zo kati.
Enkola ya Samsung erina ebika bya ESL bibiri-SOLUM ne Displaydata. Omukwano guli gutya? Abamu bagamba nti kisinziira ku kitundu ky’akatale, SOLUM ku volume ne Displaydata ku premium. Abamu bagamba nti kisinziira ku geography, emu ya Asia-Pacific ne Americas, emu ya Bulaaya.
Bw’oba olowooza ku bintu bya Samsung, manya enkolagana wakati w’ebika bino ebibiri nga bukyali. Tomaliriza ng’ogula ku A n’osanga nga tekwatagana na B, olwo enjuyi zombi ne zikyuka nga waliwo ekikyamu.
Eby'okulaga datafull-color e-obubonero bwa yinkilaba bulungi. Bagamba nti...29% okulongoosamu miwendo gy’okukyusa abantu mu kutumbula. Directionally kikola amakulu-langi ekwata eriiso okusinga omuddugavu n'omweru. Good fit for image-conscious scenarios-ebintu eby'ebbeeyi, eby'okwewunda eby'omutindo ogwa waggulu-, abasuubuzi b'emmere ey'omutindo.
Teraoka Seiko, omuwandiisi w’ebitabo
Olujapani.
Kumpi tewali kubeerawo wabweru wa Japan, naye nga ya maanyi nnyo mu ggwanga. Lwaaki? Edduuka limu-okuyimirira.
Balina minzaani. Balina ebyuma ebikuba bbaakoodi. Balina POS. Balina ESL. Abasuubuzi b’e Japan bamanyiddwa nnyo mu kulonda-pulojekiti erimu abatunzi bana oba bataano, okukwasaganya enkolagana n’enteekateeka zokka kizibu nnyo. Ekisaawe kya Teraoka kiri nti "mujje gye tuli ku buli kimu, ekibiina kimu kivunaanyizibwa ng'ebintu bitambula bubi."
Gavumenti ya Japan yalagira amaduuka amalungi okussa mu nkola ESL oba RFID mu mwaka gwa 2025, era Teraoka yakwata ekitundu ekirungi ku bwetaavu obwo. Naye okugenda emitala w’amayanja okuvuganya omutwe-ku{3}}mutwe ne VusionGroup ne SOLUM si kya ddala. Ebirungi byabwe byonna bya Japan-ebitongole era tebivvuunula walala.
Abalala
M2Empuliziganya.Bakasitoma abamu mu Asia-Pacific, essira balitadde ku kutebenkera mpuliziganya. Amaduuka amanene galina embeera za wireless ezitabuddwatabuddwa, ebyuma ebya buli ngeri ebirwanirira spectrum, kirabika galina eby’okugonjoola okuziyiza okuyingirira.
Ekifaananyi ky’amaaso.Yakolagana ne kkampuni ya Sweden ku ESL ekola ku masannyalaze g’enjuba-. Ekkubo lya tekinologiya ery'enjawulo. Perovskite solar cells ezisobola okucaajinga okuva mu bitaala eby’omunda, mu ndowooza tezeetaaga kukyusa bbaatule. Bakiraze ku NRF, kyokka okufulumya mu bungi kukyali wala. Ebisale n’obutebenkevu byombi nsonga. Singa kino kikola, kiba kikyusa muzannyo-ekitundu ekisinga okunyiiza mu ndabirira ya ESL kwe kukyusa bbaatule, okumalawo ekyo ekikyusa okubala kwa TCO kwonna. Nga bukyali nnyo okugiyita omuwanguzi.
Waliwo n’abalala. Mu China waliwo ne...Beiyang empya, Siwco, okukola ESL-ekitono naye nga kikula mangu. Bulaaya erina abazannyi abamu mu kitundu kino.
Ensengeka y’ebintu
Ekibiina kya Vusionokusooka.SOLUMakatikitiki,Hanshow nga yeeky'okusatu. Oluvannyuma lw'ekyo tekitegeerekeka bulungi-Pricer, ZKONG, Displaydata ziri mu mutendera gwe gumu n'ebitundu byabwe. E Ink tefuna ranked, bali upstream, level ya njawulo ddala.
Naye ranking si nsonga nnyo bwetyo. Amakolero gano gakyali mu mbeera ya waggulu-okukula. Paayi egenda yeeyongera obunene. Okubeera eky’okusatu mu katale akakula kiyinza okuba eky’omuwendo okusinga okubeera ekisooka mu katale akayimiridde. Ekikulu oba omugabi gw’olonda ajja kuba akyaliwo mu myaka etaano era asobola okusigala ng’awagira bizinensi yo. Abatunzi abatonotono okufunibwa oba okugenda wansi kya bulabe ddala.
Ku Bantu Abagula ebintu
Totunuulira bbeeyi ya hardware unit yokka ku quote.Industry eno si deep bwetyo naye emitego mingi. Ebisale ebikweke buli wamu-ebisale by’okugatta enkola, ssente z’okuwandiika pulogulaamu, ebyuma bya base station, okuteeka n’okutandika okukola, okutendeka abakozi, okuddaabiriza okugenda mu maaso... TCO ey’emyaka etaano- eyinza okukubisaamu emirundi ebiri oba esatu ssente z’ogula mu kusooka. Embalirira y’ekiseera ekiwanvu.
Buuza ku lock-mu risk.Enkola y’empuliziganya ya bwannannyini? Osobola okufulumya data yo ebweru? Kiki eky’okukyusakyusa abagaba ebintu oluvannyuma? Tewali mutindo gwa bumu mu mulimu guno. Bw’omala okulonda omuntu okusinga oba weewaddeyo gy’ali. Beera mwetegefu.
Bw'oba olina embeera z'olujegere olunyogovu, tunuulira data y'okugezesa ebbugumu erya wansi-.Taagi ey’ebyuma ekola ku diguli -20 si y’emu n’okukola ku bbugumu erya bulijjo. Funa lipoota z'okugezesebwa kw'omutunzi. Ekisinga obulungi, genda mu bifo byabwe ebituufu eby’okuterekamu ebintu ebinyogovu.
Okugatta enkola kizibu okusinga okugula ebikozesebwa (hardware).ESL yeetaaga okuyungibwa ku nkola zo eza ERP, POS, promotion. Omulimu guno ne bw’oba ogugaba ebweru, sigala ku ntikko. Waliwo pulojekiti nga hardware yassibwawo era system integration yatwaala emyezi emirala mukaaga ate nga n’okutuusa kati tekola bulungi.
