The AIoT Revolution: Terminus Group and the Future of Smart Connectivity

May 9, 2025, 10:20 am
36kr
36kr
IndustryInternetMediaNewsPlatformScience
Location: China, Beijing
Employees: 501-1000
Founded date: 2011
The world is on the brink of a technological renaissance. By 2025, over 30 billion devices will be connected globally. This surge is not just a number; it’s a revolution. At the heart of this transformation lies AIoT—Artificial Intelligence of Things. This convergence of AI, 5G, and spatial computing is reshaping industries, much like a sculptor chiseling away at a block of marble to reveal a masterpiece.

In this landscape, Terminus Group stands out. The company has recently updated its IPO prospectus, revealing a staggering revenue growth of 83.2% in 2024. From RMB 738 million in 2022 to RMB 1.843 billion in 2024, Terminus is not just growing; it’s soaring. This trajectory positions it among the fastest-growing players in the AIoT sector.

Terminus’s strategy is built on an AIoT scenario matrix. This suite of solutions is designed for dynamic spatial environments, covering four main verticals: smart industrial digitalization, AI-powered cities, smart living, and energy intelligence. The industrial digitalization segment is the star of the show, with revenue skyrocketing by 162.9%. This growth is fueled by a demand for adaptive, human-machine-integrated systems.

But what’s driving this shift? The answer lies in three key advantages that Chinese AIoT firms possess: breakthroughs in edge computing, domain-specific large models, and ecosystem-wide collaboration. These elements are the gears in a well-oiled machine, propelling the industry forward. Real-world deployments in smart cities and industrial platforms are the proving grounds for these innovations.

A significant player in this landscape is DeepSeek, which launched in early 2025. By reducing reliance on CUDA-based infrastructure, it has opened new avenues for China’s computing ecosystem. This shift has lowered costs for training and inference, pushing companies to rethink their infrastructure and product pipelines. Terminus has responded swiftly, restructuring its teams and revamping its technology stack.

The new three-tier product framework consists of domain models, infrastructure, and intelligent agents. At the model layer, Terminus has developed industry-specific AIoT domain models built on the DeepSeek platform. This tech stack links AI systems across modalities, enabling precise, scenario-specific performance. The infrastructure layer forms the backbone of Terminus’s spatial intelligence offerings, featuring high-performance computing units and software platforms optimized for the DeepSeek model family.

The application layer introduces intelligent agents—service robots and wearable devices that act as spatial interfaces for human-machine interaction. These agents are designed with human-like reasoning and high-dimensional perception capabilities. They are not just tools; they are companions in the digital age.

Terminus’s technology has already made waves on a global stage. During Expo 2020 Dubai, its Titan series robots logged over 650,000 interactions, serving millions without major interruptions. This performance is a testament to the company’s capabilities and vision.

As of December 31, 2024, Terminus boasted over 800 clients across 160 cities worldwide. Its partner network has expanded to around 1,300 organizations. The current order value stands at RMB 2.3 billion, signaling sustained growth. The company has also improved its cash flow position, with accounts receivable turnover dropping significantly.

Globally, smart digitalization is now a strategic priority. AIoT technology is becoming more embedded in real-world applications, linking innovation pipelines and supply chains. This is not just a trend; it’s a fundamental shift in how industries operate.

Terminus is also leveraging the Belt and Road Initiative to expand its international presence. By treating spatial intelligence as the next interface layer, the company is redefining what AIoT can achieve both domestically and abroad. It’s not just about connectivity; it’s about creating a seamless integration of the digital and physical worlds.

The AIoT landscape is competitive, but Terminus is not alone. Other players are emerging, each vying for a piece of the pie. However, Terminus’s rapid growth and innovative approach position it as a leader in this space. The company’s commitment to enhancing its technology stack and expanding its global footprint will be crucial as it navigates the challenges ahead.

In conclusion, the rise of AIoT is not just a technological advancement; it’s a paradigm shift. Companies like Terminus Group are at the forefront, driving this change with innovative solutions and strategic vision. As we move deeper into this digital age, the potential for AIoT to reshape industries is limitless. The future is bright, and the journey has just begun.