Everyday life disrupted: opportunities in a smart home hub

Key takeaways:

Disruption is driving changes in our everyday life. Innovations related to the Internet of Things (IoT) and artificial intelligence (AI) are transforming our living quarters into a self-sustaining, seamless home hub.
Today, smart home technology is offering more comfort and convenience while driving long-term growth opportunities in sectors that are developing these automation systems¹.

IoT + AI = smart home

Technological innovations are changing our everyday life, enabling more comfort, convenience and choices. Rapid digital transformation and the wider adoption of IoT are the key drivers of change in our homes.

IoT has emerged when everyday objects such as home appliances are connected to the internet via sensors so they can communicate and exchange data online. And when AI is added to IoT, our smart home appliances will become smarter, learning new data to better understand a user’s preferences, predict behaviours and change the parameters accordingly. AI can also enable a smart home system to control multiple smart devices.

Are you ready for a ‘smart’ home?

Can you identify all the smart devices and systems listed below?

The growth opportunities in emerging technologies that are powering the development of IoT:

AI¹

When AI meets IoT, the resulting intelligent machines can simulate smart behaviour with little or no human interference.

AI could be likened as the brain of the machine while IoT could be deemed as the digital nervous system that enables data sharing via internet connectivity.

Companies are investing in AI to create better products and services. And the global public health crisis has accelerated this trend as social distancing measures has spurred demand for AI-powered smart devices.

Additionally, 5th generation mobile network allows real-time data processing at larger capacity, higher speed and less disruptions (or near-zero lag). As 5G enhances data traffic management, it allows many IoT devices to connect at a faster speed. It also makes AI, augmented reality and virtual reality possible as these cutting-edge technologies generally involve intense level of data transmission.

Conclusion

As IoT continues to evolve and disrupt, a bottom-up active strategy could help seek structural growth opportunities emerging from high-conviction ideas. We’ve already seen companies that are disruptors in the market.

This content represents our investment team’s current view and overall strategy provided for information only based on current market conditions not taking into consideration any specific investor’s investment objective and risk appetite. Not to be construed as investment recommendation or advice.

Diversification does not guarantee investment return and does not eliminate the risk of loss.

1. For illustrative purposes only based on current market conditions, subject to change from time to time. Not all investments are suitable for all investors. Exact allocation of portfolio depends on each individual’s circumstance and market conditions.

Investments involve risk. Not all investments are suitable for all investors. Investors should consult professional advice before investing. Investments are not similar to or comparable with fixed deposits. It does not constitute investment advice and it should not be treated as an offer to sell or a solicitation of an offer to buy any fund, security, investment product or service. The information contained herein does not constitute J.P. Morgan research and should not be treated as such. The material was prepared without regard to specific objectives, financial situation or needs of any particular receiver. The opinions and views expressed here are as of the date of this publication, which are subject to change. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. Issued by JPMorgan Asset Management (Singapore) Limited (Co. Reg. No. 197601586K). All rights reserved.

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