虎嗅

Smart bed prices continue to decline.

原文:智能床具价格持续下探

Summary of Key Points

Intelligent bed products, which used to cost tens of thousands of yuan, now have many mainstream models priced within 10,000 yuan from various brands. Online, there are even popular options for 3,000-4,000 yuan. The price drop is driven by both supply and demand factors (consumers seeking more affordable prices, brand competition, and reduced costs). Meanwhile, home furnishing companies see intelligent beds as a new growth opportunity amid the downturn in the real estate market. However, the industry still faces issues such as "pseudo-intelligence" and insufficient consumer awareness. Prices are expected to continue to fall, but there will be a bottom line (core components cannot be compromised).

1. The Sharp Drop in Intelligent Bed Prices: From Luxury to Affordable Option?

Intelligent beds were once considered a luxury item for the wealthy. For example, Mums' first intelligent mattress sold for 1 million yuan in 2014, while mainstream models offline still cost around 20,000 yuan in 2023. Today, the situation has changed:

  • Affordable options are everywhere online: The smart bed collaborated with "The Three-Body Problem" is priced at over 3,000 yuan but has sold more than 10,000 units; top brands' best-selling models generally fall within the 3,000-4,000 yuan range.
  • Offline prices have also dropped: A leading brand's intelligent mattress used to cost 20,000 yuan offline, but this year's new model is now priced below 15,000 yuan. Brands like Xilinmen and Mengbaihe have reduced the price of their AI-enabled smart mattresses from over 20,000 yuan to within 10,000 yuan.
  • What features come with different price ranges?
  • 3,000-4,500 yuan: Basic electric bed frames with only elevation and zero-gravity modes (similar to lying flat like in space), without sleep monitoring.
  • 6,000-8,000 yuan: Bed frames plus basic smart mattresses that can track sleep data (such as duration and number of sleep rotations).
  • 9,000-13,000 yuan: Fully equipped models with AI monitoring (e.g., detecting snoring) and snoring intervention (automatically raising the head of the bed).

2. Why Have Prices Suddenly Plummeted? A Combined Effort by Supply and Demand

1. Consumer Pressure for Lower Prices: Products were too expensive before, but now that consumers are more aware of smart sleep solutions, brands need to lower prices to attract them.

2. Intense Brand Competition: Established players like Gujia, Xilinmen, and Mums' are releasing new products, while newcomers such as Haier (a home appliance company) and Eight Sleep (an American unicorn) are entering the market. Without price cuts, they won't gain traction.

3. Reduced Costs: Core components (motors, sensors) are now domestically produced, reducing import costs. Increased production volumes also lower overall expenses.

4. Changing Pricing Logic: Pricing used to be based on cost plus profit (e.g., selling for 20,000 yuan with a cost of 5,000 yuan). Now, brands first consider how much consumers are willing to pay and then optimize features (avoiding unnecessary extras), which in turn pushes suppliers to reduce costs.

3. The Real Estate Market Slump: Are Intelligent Beds the Lifeline for Home Furnishing Companies?

The real estate market has been declining in recent years, making it challenging for home furnishing companies. For instance, Xilinmen's total revenue only increased by 1% in 2025, while net profit decreased by 25%. However, intelligent products have become a highlight:

  • Xilinmen's revenue from electric and smart products grew by 100% to 276 million yuan.
  • Mums' revenue from AI products increased by 127% to 255 million yuan in 2025.
  • Store staff report that customers spend more time experiencing intelligent beds (e.g., testing elevation and massage functions), making them more attractive than traditional mattresses.

Therefore, whether they are established home furnishing brands or new companies in the industry, everyone sees intelligent beds as a key opportunity. After all, sleep is a basic need, and smart features can add value to products.

4. Cheaper Prices Come with Risks: Beware of "Pseudo-Intelligence"

While prices have dropped, quality issues have emerged:

  • What constitutes pseudo-intelligence?
  • Products that only install sensors with inaccurate data (e.g., claiming you snore when you don't).
  • Excessive marketing with poor-quality hardware (e.g., noisy motors or unpleasant mattress odors).
  • Fancy features that are useless (e.g., apps providing sleep reports but unable to automatically adjust mattress firmness).
  • Common consumer complaints: Inaccurate sleep data, noisy motors, non-environmentally friendly materials, and complicated operations.
  • Industry Standards: Brands emphasize that core components (motors, sensors, safety controls) cannot be compromised. For example, Mengbaihe states that cutting corners on hardware to lower prices is detrimental, as quality is essential for functionality (e.g., AI snoring detection relies on accurate data).

5. Will Prices Continue to Drop in the Future? There's Room for Reduction, but Not to Extreme Levels

Brands predict further price drops over the next two years, but there will be a limit:

  • Reasons for Price Drops: Advancements in AI algorithms (more efficient and cost-effective), increased production volumes, and improved domestic sensors.
  • Why Not Extreme Prices? Core components have quality requirements; for example, a broken motor can prevent the bed from functioning properly, and inaccurate sensors render the product useless.
  • The Biggest Barrier: Consumer Awareness: Many people are accustomed to using hard beds (e.g., made of coconut coir or wood) and view intelligent beds as overly fancy. Brands need to educate consumers about the benefits of smart beds (e.g., their ability to support spinal health and reduce snoring).

In summary, the shift from expensive to more affordable intelligent beds is a positive development. However, consumers should be cautious when purchasing, focusing on both price and functionality to avoid falling for "pseudo-intelligent" products. As technology matures and consumer acceptance grows, intelligent beds will become more widespread. But expecting to buy a high-quality smart bed for just 500 yuan? That's unlikely.