36 Krypton First Release丨The former co-founder of Yunding Luke started a \”smart door\”, and \”Yunlu\” completed two rounds of financing totaling nearly 100 million yuan

36Kr learned that the smart door brand \”Yunlu\” has completed two rounds of angel round and Pre-A rounds totaling nearly 100 million yuan. Investors include Xiaomi Group, Shunwei Capital, and Luke Technology, Chongqing Tongliang Industrial Fund, Shenzhen Qianhai Renzhi Capital. Yu Haibo, founder of Yunlu, told 36Kr that the aforementioned financing amount will be mainly used for product research and development, channel expansion and brand building.

Yunlu was founded in early 2022, focusing on the direction of home smart door products. The founder, Yu Haibo, was the co-founder and chief technology officer of Yunding Technology (now renamed \”Luke Technology\”). With more than ten years of experience in the research and development and market operation of home smart security products, it has created smart locks, cat eyes and other products with a cumulative shipment of more than 10 million units; the founding team is composed of people from the smart locks, smart cat eyes, traditional entry doors and consumer electronics industries. It is composed of experts with rich experience in product technology and supply chain.

The development of the smart door market is relatively early, but smart upgrades at home doors such as smart locks and smart cat eyes have a long-term development foundation in China. Capital Securities cited an industry data statistics showing that China\’s smart door lock sales will reach 13 million sets in 2021, a year-on-year increase of 62.5%, and the penetration rate of smart door locks will reach 13%. The brand side shows a high degree of concentration, with CR5’s total share reaching 56.1%.

Yu Haibo told 36Kr that Yunlu’s smart doors also cater to the smart needs at the doorstep, corresponding to different user groups and scenarios from traditional smart locks. Smart locks are mainly aimed at the aftermarket and are a replacement for traditional mechanical locks; smart doors are mainly aimed at the home decoration market, hoping to convert some of the users who purchased ordinary anti-theft doors in the past into purchasing smart doors.

In Yu Haibo’s view, compared with simple upgrades of smart locks and smart peepholes, smart doors embody comprehensive advantages in many aspects: First, through integration strong>\’s design can achieve a better appearance and better adapt to the home decoration style; secondly, compared with installing security doors and smart doors in multiple times, With locks and peepholes, one-time installation of smart doors is more convenient; thirdly, in addition to smart locks and smart peepholes, smart doors have room for rich function expansion; fourthly, By integrating the design and industrial chain, there is an opportunity to achievelower overall costs.

Yunlu product picture, picture provided by interviewee

Yu Haibo told 36Kr that the functions of Yunlu smart doors can be roughly divided into three categories , one is to solve the problem of users entering and exiting the door Convenience; one is to provide security protection functions; the other is to link with smart products in the home ecosystem, such as linking with smart home appliances and connecting to property systems.

In June this year, Yunlu launched. The first product, \”P1 Smart Door\”, is reported to be made of NovaDo developed by Yunlu. or intelligent system, providing seven unlocking methods including 3D structured light face and finger vein recognition; in terms of security, P1 uses a self-developed fully automatic Overlord lock body. The door body has passed Class A anti-theft certification, and an integral part is added to the surface of the steel door body. In addition, P1 is equipped with a 24-hour low-light full-color cat eye, doorbell, and voice changer.

Smart doors are the tip of the iceberg in the intelligent upgrading of homes. Various categories such as kitchen appliances, personal care, and small household appliances have appeared in recent years. The overall sales volume has increased significantly, but compared with other categories, the service life of entrance doors is longer and the frequency of replacement is very high. However, on the other hand, technology iterations and upgrades are continuing. In the medium to long term, hardware replacement is necessary and difficult.

Yu Haibo told 36Kr that Yunlu has problems in this regard. It has been considered for a long time. According to statistics, it takes a long time for new technologies, including biometrics, to mature. The time cycle has verified that the existing hardware of smart doors will not be eliminated in a short period of time; another core point is that Yunlu smart doors adopt a distributed + modular design, and modules such as screens, biometrics, cameras, and automatic locks can be disassembled and assembled separately. , and each functional module has a relatively independent system, but can also be linked and coordinated with each other, solving the problem of Update iteration and after-sales maintenance issues.

China’s smart door lock market is in a rapid growth stage. According to the “2021 China Smart Home Industry White Paper”, the overall sales volume of China’s smart door locks will reach 19 million in 2022. sets, a year-on-year increase of 46%. According to Yu Haibo, although smart doors The market is in a relatively early stage compared to smart locks, but penetration and development will accelerate in the future.

“Smart locks and smart cat eyes required user education, but smart doors skipped it. In this process, smart locks and cat eyes have helped us complete user education for the scenario of door intelligence. \”Yu Haibo told 36Kr that in recent years, consumption upgrades and the gradual increase in the proportion of improved housing decoration have jointly pushed people to have higher budgets in the decoration process. Specific door decoration and investment also have an impact on design, function and safety. There is higher domestic demand. There are nearly 30 million units of entrance doors sold every year, and the proportion of smart doors will gradually increase.

Based on the P series, Yunlu has also launched three series, including the U series and Y series. Large product series, covering mid-range, mid-to-high-end to high-endend market. Among them, the P series is positioned as a flagship product, while the U and Y series are mainly targeted at the mid-range market, with certain differences in appearance design and channel focus.

Yunlu offline store concept map, based on interviewees’ work clothes

In terms of channels, Yunlu has now entered Mainstream e-commerce channels such as Tmall, JD.com, Xiaomi Youpin, and Douyin are also developing offline city agents and KA channels simultaneously. It is reported that by the first quarter of 2023, Yunlu will develop offline dealers in 100 cities and 500 sales outlets, completing the first round of sales outlet layout in first- and second-tier cities across the country.