With the deepening of the “double reduction” policy, China’s basic education pattern is being reshaped. The K12 online education industry, whose capital is gradually cooling down, is also gradually becoming rational.
Those once popular K12 online education companies have sold “hard goods” in addition to finding a way suitable for their own development in the fields of quality education, vocational education and educational informatization.
Recently, one of the former online education giants – homework Gang officially entered the printer market and launched meow machine learning printer F1 Not only homework help, but also many online education giants such as tal, New Oriental, ape counseling, Netease Youdao, Doushen(Beijing) Education&Technology Inc(300010) and so on, have also launched all kinds of educational intelligent hardware such as intelligent learning machine, intelligent eye protection desk lamp, word card, AI finger reader and so on.
various educational intelligent hardware
The A4 learning printer F1 launched by homework help this time can automatically eliminate the handwriting on the original test paper and print a brand-new test paper for children to practice by using the mobile phone meow app to identify the test paper; It can also identify and sort out the wrong questions and quickly generate the wrong question book. During the epidemic, parents’ willingness to buy small, easy-to-use learning printers for their children rose.
Another smart hardware brand of homework help, carbon oxygen, includes learning pens, learning headphones, learning lights, learning machines and other categories. In the future, smart watches, smart printers, multifunctional desks and other products will be launched.
In addition to homework help, the former online education giants have launched a variety of educational intelligent hardware.
Netease Youdao launched many educational intelligent hardware in April, including the millisecond point search of Youdao dictionary pen and the 0.5-second fingertip word search of Youdao intelligent learning lamp.
Tal launched “problem shooting” in 2021, focusing on the problem-solving officer of Tsinghua University and Peking University, and real-life problem-solving online, which was later stopped. Tal recently launched the intelligent hardware product of “little monkey intelligent learning lamp”, which is suitable for students from grade 1 to grade 6 of primary school and embedded with XRS mathematics course.
At the end of last year, the first intelligent education hardware product “New Oriental online dictionary pen T1” jointly launched by New Oriental online and tmall elf was officially released and first sold on tmall platform at a price of 1099 yuan.
Ape tutoring is also taking action. Many of its education brands have launched a variety of educational intelligent hardware, including zebra’s logical thinking learning machine, AI finger reader, A4 printer for ape search questions, intelligent exercise books, etc.
Doushen(Beijing) Education&Technology Inc(300010) ‘s main business has shifted from major Chinese subject business to non subject business. In terms of hardware, it has launched “bean companion craftsman learning machine” and “bean God language book”.
In fact, as early as before the entry of online education enterprises, educational hardware products have a development history of more than ten years, such as Wenqu star, little genius learning machine, point reading pen, reading Lang, etc.
can educational intelligent hardware make money
Faced with the gathering of giants, someone asked, will educational intelligent hardware be the next hot track in the field of education?
According to the financial report of Netease Youdao, a US listed company, the net income of Netease Youdao intelligent hardware increased by 33.9% year-on-year to 318 million yuan in the fourth quarter of 2021. Intelligent learning hardware has become a major focus of the company’s business transformation at this stage.
As an A-share listed company Iflytek Co.Ltd(002230) , which has been deeply involved in the field of artificial intelligence for 23 years, the 2021 annual report shows that among its main businesses, educational products and services have the highest gross profit margin, reaching 51.66%, and the proportion of revenue in main revenue continues to increase. In 2021, the sales volume of Iflytek Co.Ltd(002230) learning machine for C-terminal increased by 150%, the sales volume of JD tmall Gmv and increased by 200% year-on-year, and the NPs value recommended by users ranked first in the industry with nearly 40%.
Many industry insiders said that after the introduction of the “double reduction” policy, educational intelligent hardware ushered in a rare development opportunity.
In the detailed rules of “job decompression” of the “double reduction” policy, it is emphasized to give full play to the functions of job diagnosis, consolidation and learning situation analysis, incorporate the job design into the teaching and research system, and the system design is a basic job that conforms to the age characteristics and learning rules and reflects the guidance of quality education. Encourage the arrangement of layered, flexible and personalized operations, resolutely overcome mechanical and ineffective operations, and eliminate repetitive and punitive operations.
“Therefore, in the operation scenario, intelligent hardware such as intelligent pen, dictionary pen and high beat instrument can complete the collection of learning data, and then deliver it to the AI system for learning situation analysis. Educational intelligent hardware has attracted attention.” An education industry investor in Shanghai told reporters.
According to the 2022 China education intelligent hardware industry report released by Duojing capital, China’s k12 education intelligent hardware market is growing rapidly. Taking learning machines as an example, the sales from popular e-commerce channels reached billions of yuan in 2020, with a scale increase of 40%.
“However, educational scenes vary greatly, and there are almost no educational intelligent hardware that can be applied to all students. How to develop products that meet all kinds of learning scenes and have a reasonable price is a new topic in front of giants.” The above investors said.
