I-iRobot, umdali weRoomba, ibhekene nenkinga enkulu yezimali ngemuva kokuwa kwezingxoxo zayo zakamuva zokudayiswa kanye ne- 44% ukwehla kwemali engenayo ngonyaka kubonakala embikweni wayo kaNdasa. Inkampani ixwayise ngokuthi, ngaphandle koshintsho olukhulu, angafaka ifayela lokuvikela ukuqothuka emkhathizwe wezinyanga ezizayo.
Isimo sashintsha lapho i-Amazon ihoxa esivumelwaneni ngenxa yentengo ephezulu. ukuhlolwa kwe-antitrust eYurophu nase-United StatesKusukela lapho, i-iRobot ayikaze ithole enye indlela esebenzayo. Amasheya ayo ehle ngo-33% ngosuku olulodwa futhi baqongelele ukwehla okungaphezu kuka-50% kulo nyaka, kuyilapho sikuvuma lokho Ayikho ezingxoxweni ezithuthukile nanoma yibaphi abathengi..
Ukusuka ku-MIT iphayona kuya esikhathini esizayo ku-tightrope
Yasungulwa ngo-1990 ngu-Colin Angle, uHelen Greiner, kanye noRodney Brooks, i-iRobot yazalwa e-MIT ngamaphrojekthi ahlobene nokuzivikela nokuhlenga. Phakathi kwemishini yayo yokuqala, i-Ariel yagqama, irobhothi lemisebenzi yasogwini Lokhu kumelele ukuthuthuka ngaphezu kwemiklamo yohlobo lwe-torpedo. yesikhathi, futhi eyabonisa amandla amarobhothi asetshenziswayo.
Ukweqa empumelelweni evamile kwafika ngo-2002 Roombaidivayisi emise "njengediski elinamasondo" eguqule ukuhlanzwa okuzenzakalelayo kwaba umkhiqizo wemakethe enkulu. Ngokuhamba kwesikhathi, umkhiqizo wazuza amayunithi angaphezu kwezigidi ezi-40 athengisiwe futhi yafinyelela cishe ku-60% wemakethe ngesikhathi sokukhula kwayo, ikhuphuka yaba uphawu lwekhaya elixhunyiwe.
Abasebenzi bangaphambili kanye nochwepheshe bagcizelela ukuthi i-iRobot yayiyi "unicorn" efakazele ukuthi amarobhothi asekhaya angaba ibhizinisi. Ukushabalala kwayo ekugcineni Izoshiya isikhala ku-ecosystem emisha kusuka eMassachusetts kanye nasembonini yerobhothi yaseMelika, ekhulise ithalente nosomabhizinisi kuso sonke isifunda.
Umthetho kanye nokuthenga okuhlulekile nge-Amazon
I-Amazon yavuma ukuthenga i-iRobot ngo-$1.700 billion, kodwa ukuphikisa kweBrussels kanye neWashington I-European Commission yasichitha lesi sivumelwano ngoJanuwari ngenxa yokukhathazeka ngokuzithanda endaweni yemakethe. IKhomishini yesaba ukuthi ukuhlanganisa i-iRobot kuzonikeza i-Amazon inzuzo enkulu ngaphezu kwabathengisi bezinkampani zangaphandle endaweni yayo.
Emuva kwalokho kuhoxa, inkampani iqale uhlelo lokubuyekeza iqhinga eligcine limile. Ukunikezwa kokugcina okutholiwe kulinganisele isitoko esingaphansi kwenani lemakethe. Futhi izingxoxo zaphuka ngemuva kwesikhathi eside sezingxoxo ezikhethekile. I-iRobot ikhansele ucingo lwayo olujwayelekile lokuhola lwekota yesine futhi yaxwayisa ngalokho Angeke ihlale izinyanga eziyi-12 ngaphandle kosekelo lwezezimali.
Ngisho nokuvikelwa komphakathi kwe-CEO ye-Amazon u-Andy Jassy, ​​​​owabiza i-block isibonelo "sokulawulwa okungalungile," abalawuli baseYurophu bagcina isikhundla sabo. Ukungalingani kokuncintisana ezimakethe kanye nokuvikelwa kwe-ecosystem yokudayisa kuyidlule impikiswano yesikali sezimboni.
Ukunyakaza kwe-pincer yokuncintisana: I-China iyashesha, i-iRobot iyabambeka
Ngesikhathi esifanayo, imakethe iye yaba kokubili ngokufunwa kakhulu futhi eshibhile. Imikhiqizo efana neRoborock, Ecovacs, Dreame, ne-Xiaomi inezici ezidumile ezifana nalezi Imephu ye-LiDAR, ukukhuhla, ukuthulula okuzenzakalelayo kanye ne-AI-powered navigation, ngaphezu kwezinto ezintsha ezibonakala emibukisweni yezohwebo yaseYurophu njenge-IFA Berlin (izingalo zerobhothi noma amarobhothi akhuphuka izitebhisi).
Idatha isekela ushintsho: ngokusho kwe-IDC, izigidi ezingu-11,2 zokuhlanza amarobhothi zasatshalaliswa engxenyeni yokuqala yonyaka (+16,5% unyaka nonyaka). I-Roborock ihamba phambili ngesabelo semakethe esingu-20,7%., ilandelwa i-Ecovacs (13,9%), iDreme (12,3%) ne-Xiaomi (10,1%), kuyilapho i-iRobot iwela endaweni yesihlanu ngo-7,9%.
Ezingeni lomkhiqizo, i-iRobot yahlala izibophezele ekuzulazuleni kombono kanye nemishini "yomsebenzi owodwa", kuyilapho izimbangi zayo. Bahlanganise i-vacuuming kanye ne-mopping ngokusebenza okungcono kanye nentengo. Kwengezwe kulokhu 25% amananiUkukhuphuka kwe-R&D nezindleko zokumaketha kanye nokuthuthelwa kwe-supply chain e-Malaysia noma e-Mexico okungazange kwenzeke.
Umphumela ube u-a uchungechunge lwezingxenye ezingu-12 zokulahlekelwaukuthengisa okuxegayo naphezu kokwethulwa okusha kanye nenani labasebenzi lehliswe ngabasebenzi abangaphezu kuka-50% kuya ku-541. Ezivivinyweni ezizimele, amamodeli ambalwa e-Roomba Bawele ngemuva kwabaqhudelana nabo ngokuzimela noma ngamakhono.
Isikweletu, i-liquidity, nesikhathi kuyaphela.
Ukumelana nesivunguvungu ngenkathi kuzanywa ukuthengisa, iRobot yaqashwa ngo-2023 imali ebolekiwe engu-$200 million noCarlyleNgemuva kokwehluleka kwesivumelwano ne-Amazon, inkampani ibilokhu ihlanganisa izandiso zesikhathi somusa - okwakamuva kuze kube nguDisemba 1, 2025 - ngaphandle kokuxazulula inkinga yayo yokuhamba kwemali.
Ekuxhumaneni nomlawuli wase-US, inkampani iyavuma ukuthi, ngaphandle umjovo omkhulu noma izandiso ezintsha, ingaphoqeleka ukuthi inciphise kakhulu ukusebenza kwayo noma ukusizakala ngomthetho wokungabi nazimaliAbaphathi ngokwabo baye baveza ukuthi, uma isisombululo singatholakali, ukuqothuka kungaba umphumela okungenzeka kakhulu.
Emakethe yamasheya, ingcindezi inkulu: isitokwe sehle safinyelela ku-33% ngosuku olulodwa futhi besilokhu sisezingeni eliphansi. ukulahlekelwa okungaphezu kwama-50% kuze kube manje kulo nyakaEsikhathini esimaphakathi, iwindi lokuqhubeka kokusebenza ngaphandle kokusekelwa kwangaphandle liyancipha, futhi ezinye izimo sezivele zikhomba izikhathi ezimisiwe ezingadluleli ngalé kwamaphakathi nomjikelezo olandelayo.
Umthelela eYurophu nasemizini yaseSpain
Kumthengi waseYurophu, lo mongo ungahumushela ku ukutholakala okungavamile kwesitoko, izingxenye ezisele kanye nesevisi Uma inkampani inciphisa umsebenzi. Ngasikhathi sinye, ukunikezwa okuvela ezimbangini—okukhona kakhulu kubasabalalisi baseSpain—kwehlisela amanani entengo futhi kusheshise ukwamukelwa kwezici ezithuthukile.
Amandla eShayina awagcini nje ngokukhipha i-vacuum: i-ecosystem ihlanganisa abasika utshani abangamarobhothi abanamandla okudonsa aqinile eYurophu (ukuthengiswa okuphezulu kanye nesabelo semakethe sesithathu) nezixazululo zamachibi namakhaya axhunyiwe. Imakethe, ngaphambilini ibigxile kumkhiqizo owodwa, isakazwa kabanzi namuhla kanye nemijikelezo emifushane yokuqamba.
Nge-iRobot, ukugcina isikhundla sayo se-premium eYurophu kuzodinga ngezimali, umkhiqizo wokuncintisana kanye nezivumelwano zesiteshi leso siqinisekiso sesevisi yangemuva kokuthengisa. Ngaphandle kwalezi zinsika, inkampani isengozini yokulahlekelwa ngisho nangokwengeziwe ezwenikazi eselibeka ijubane lomkhakha.
Icala le-iRobot lihlanganisa amandla amaningana: i-veto elawulayo ebhuntshile ukutakula kwayoUkushintsha kwemakethe okuklomelisa i-ecosystem kanye nentengo, kanye nomthwalo wezezimali ongapheli. Uma inkampani igcina imali futhi ukugxila kwezobuchwephesheIzoba nendawo yokuhlala emdlalweni; ngaphandle kwalokho, ifa layo njengephayona liyohlala linjengophawu olwavula indlela futhi lwedlulwa yigagasi elisha.