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Inventory Internet + subversion of the traditional model of glasses posture
When online retail sales of Alibaba's market value of $trillion, O2O almost penetrated into people's lives and work every gap, the traditional industry into a collective confusion, there is a breakdown of the traditional retail sector, the Internet has just begun to change, and that is the optical industry.
For decades, in the industry of the optical industry, Mr. Darwin's theory of evolution has completely failed, and the world is so consistent. Even if it's the same as it was in twenty-first Century. In China, electricity suppliers to enter the optical industry in 2005 and after the beginning of the year, however, up to ten years, the optical industry is still only a wave of the Internet has not spread to the edge of the industry, hundreds of billions of dollars in the market has not spawned a unicorn business.
Industry in the last century, glasses industry also belongs to semi medical semi merchant, manufacturer concentrated in Shenzhen, Xiamen, Wenzhou, Danyang, glasses shops usually open in Cuntucunjin large business super, pricing to "multiply three by three" profiteering law, cost price of 100 yuan of glasses, the dealer to get the price is 300 yuan, and by the hands of consumers, the price of this pair of glasses is around 1000 yuan. That people do not know should take glasses is defined as the necessities of life, or light luxury brands...... Various factors contributed to the first-line brands is advantageous for the control of upstream and downstream, lay money not to let others to encroach on, products old-fashioned single, the development of material science and no expression and maintains simple and crude industry status quo.
At present, China glasses industry only about 800 billion scale. China has 8 million refractive correction of large consumer groups, the potential market of the stock once activated will undoubtedly form of hundreds of billions of market; on the other hand, glasses belonging to the necessities of life, and experience the glasses make heinous. In this look at the face of the era, the glasses is also extremely important loaded force of God is, apple watch is just put in is not easy to be aware of the hand, it has been public serve as senior loading force artifact, since that is the case, glasses should also like apple watch the same year for the first time. Just, pain points, high frequency are available, the Internet also apparent change.
This is from the West
In 2010, the Wharton school four college founded WarBy Parker, innovation through the door try wearing way for Internet subvert traditional glasses industry provides the possibility and to single handedly completed the education of consumers. Parker Warby to position itself as a fast fashion optical mirror brand, and to 95 u.. The company generally will be a one-time mailing five to allow users to choose, customers try to wear and then send back.
At present, Parker Warby has received a $100000000 D round of financing, valuation of $1200000000. Parker Warby's rapid development and huge financing to make China's Internet people see new opportunities, while the traditional industry giants have the first time to see the huge power of the Internet, so they have to test the water O2O, online shop, to provide better services, "catfish effect" in this extremely closed area. So the traditional glasses giant o2o layout, to join the glasses industry Internet startups and steeped in the industry for many years the glasses dealers constitute the glasses of the Internet industry of the three forces. Study their patterns, to our understanding of the optical industry and even the next one hundred billion market trend, it is of great significance.
The island's self revolution
In the traditional glasses industry brands, Daming, Tyrannosaurus Rex, stick to the traditional line stores, sluggish, the island is Internet transformation is the most radical of a. Wang Zhimin, chairman of Formosa glasses formed two teams, a solution to the current traditional industries towards the problem of mobile Internet, also a, all from non glasses industry, their task is used all the means of science and technology to the traditional glasses industry all killed. The special strategy quite like pony play in time for mobile IM field. It is said that in the run-up to the micro channel, Tencent internal have several independent team and development of mobile communication products.
However, for this giant Island, the most vulnerable to the innovator's dilemma. Especially for decades formed mature system of diehard, forming profits comfort zone is also invisible pushed up production costs, its profit space and no imagination in so big, behind the brand assets value and price range to match, once the price prodding, not only damage to the brand and easily caused the rebound in the upstream and downstream suppliers. Suning Tesco is the radical transformation of the internet. And its transformation so far, is still not familiar with the Internet does not ask origin, no rules of the game. Future Island, the success of the transition is unknown, however, the future of glasses industry overlord probably won't appear in traditional industries.
Internet brand of restlessness and peace
Internet background people have a natural advantage, but due to the self closing of the optical industry, the industry chain is not easy to integrate online and offline is not easy. Previously, the music Amoy network CEO Bi Sheng sound, to do the necessary brand of the glasses, and Meizu born even Xin Zhou announced the launch of Tapole glasses, Peng Yongze is the creation of looking glasses. At the same time, the Japanese glasses brand Jins also stepped up the layout of china. Suddenly, the glasses industry war be triggered at any moment. However, glasses industry is different from other industries, professional and strong, long industrial chain, technology level high request the founders have strong ability trader, not four or five years steeped, unable to complete its technology.