Yeah, I read these numbers, I’d say it’s a nice try to keep investors cool. Let’s do some math and see how that turns out.
96 million light points, that’s the Signify speak for everything that “lights” (the Ambilight for the TV counts not as one, but x times, depending on the number of stripes you have installed).
- Let’s just assume, we have around 15 to 20 light points in an average home (and that’s conservative).
- 4x livingroom
- 2x hallway
- 4x TV
- 2x bedroom
- 2x ambient lights around the house
- 4x garden and garage
- 1x bathroom
- Let’s further assume, not only private homes, but small and midsize offices use HUE as well. It’s just a guess, but 33% of all the million light points could go into that category. Makes around 120 for an average office, small to mid-size, some bigger, some smaller
- 2x per one employees desk makes 100 with 50 employees
- 10x hallway
- 4x toilets
That brings us to:
- 33% out of 96.000.000 = 31.680.000
- 67% out of 96.000.000 = 64.320.000
- 31.680.000 / 120 = 264.000
- 64.320.000 / 20 = 3.216.000
Look how that came down to only 3.4 million users. Now taking into account, that if they talk about light points, they are really talking about what they sold, not what really is used, I’d lower that number by 40%, to get to some kind of reliable number of real users. That would be around 2 million.
Now let’s see the HA side. The analytics website gives us 250.000 installations. Here we can assume, that at least two thirds don’t have the statistics on. It is an opt-in, so you’d have to set that checkmark explicitly. I’d even go so far to say three quarters of users don’t have the statistics on. Staying with my guess, we’re talking here about 1mil users. That is not that far from Signify, if we only take HUE as the competitor, numbers might look even better for HA.
Let me make that clear, these are my estimated numbers, I can be totally wrong here, and this is just a brain teaser, not a valid statistical approach. What I want to say is this, HA has imho reached that stepstone, where you can’t ignore it on the market. If HA doesn’t want to play nice with you as a manufacturer, you realistically can see customers move elsewhere. And that’s where I believe is the potential for HA. If handled well, and I have no reason to assume otherwise, HA can make it to the TOP3 of all home automation systems.
And for people that want a plug&play system, they can (and I think a lot already do) always buy the Yellow. Unbox it, give it some power and of it goes. So not any difference from a system like HUE.