Recently, the term "new infrastructure" has frequently appeared in our line of sight, but compared with the other six areas mentioned by "new infrastructure" such as UHV, intercity rail, charging piles, big data centers, etc. The "Industrial Internet", which is one of the seven major areas of the new infrastructure, appears to be broad and fuzzy.
A certain understanding in the industry is that the Industrial Internet is to plug the "Internet" wings of "Industry", but in fact, the Industrial Internet is more involved in the upgrading and empowerment of traditional industries. At present, human society is experiencing the third industrial revolution Everyone is curious about what industry will become in the future? The generally accepted description of the future of industry can be summarized as "intelligent production". To achieve intelligent production, the necessary prerequisite is to achieve full coverage of "production digitalization", that is, digital technology to cover industrial production enterprises to achieve the empowerment of the entire industry.
The industries and enterprises involved in the Industrial Internet are located in the upstream and downstream nodes of the industrial chain. Taking the "platform model" as the main path has become the development direction of many giant companies. At the national level, in November 2019, the Ministry of Industry and Information Technology released the list of the top ten double-span industrial Internet platforms in 2019, further confirming the development direction of the platform model in the direction of industrial Internet, and enabling industrial manufacturing to become a benchmark model with platforms.
Where are the business opportunities under the industrial Internet tide?
It can be seen that from Haier to Ali, enterprises in various fields and types have chosen different "platform models" to accelerate the layout and expansion of their industrial Internet. In addition to these giant enterprises, under the tide of the industrial Internet era, can other enterprises really only succumb to other platforms to do nothing?
the answer is negative. The reporter recently learned that the traditional technology giant Coolpad has established the Industrial Internet Division and officially announced that it will enter the Industrial Internet. In fact, Coolpad is not a "case". A considerable number of domestic enterprises have their own deduction logic and their own resource advantages to enter the industrial Internet field in different ways. The industries of these enterprises are different, but they all take the Industrial Internet as a force. What are the opportunities for "cool guys"? The reporter tried to do an analysis.
"Unable to get around" 5G technology
At present, China's industrial Internet innovation development strategy is being implemented in depth, and 5G has officially entered the commercial stage. The Ministry of Industry and Information Technology issued a “Notice” to promote the “integrated development of 5G and industrial Internet”. 5G is a key enabling technology for industrial Internet. At the same time, the industrial field is the main application scenario of 5G. The importance of 5G technology in industrial Internet is self-evident.
According to the "Notice" of the Ministry of Industry and Information Technology, "Encourage the organization of 1-3 industrial enterprises in depth to cooperate with basic telecommunications companies, use 5G technology to transform the industrial Internet intranet, and create a high-quality campus network." 5G applications in vertical industries need to pass operators Empowering digitalization and informatization changes, operators, as one of the drivers of 5G midstream and upstream industry chain requirements, also require industrial enterprises and telecom operators to deeply cooperate with each other.
For example, China Telecom Zhejiang has carried out several innovative application explorations in the industrial Internet, such as Geely Automobile's 5G smart factory, and 5G + Cloud + AI-based intelligent inspection of textile fabrics and other projects. Operators also need the assistance of industrial enterprises and other parties to build an industrial Internet intranet, deeply connect with basic, capable and active industrial enterprises, use 5G technology to transform the intranet, explore more application scenarios, and create local characteristics. Application paradigm.
The Industrial Internet is a relatively broad and future pattern involving more than one or two industries. Therefore, operators must require technology companies, especially those with vertical subdivisions, to join in the choice of innovation and exploration. Then, technology companies that currently or once have close cooperative relationships It will naturally enter the alternative first echelon. Once in 2003, when the smart phone was launched, it established a close connection with operators such as Coolpad and other communications companies. Its channel and resource advantages are very obvious. In the "industrial interconnection" era, whether this "intimate relationship" can continue is also worthwhile. attention.
Dongfeng of enterprise transformation and upgrading
Empowering the entire industry, such a huge industry upgrade and reform will not be completed overnight. According to the data of the "Intelligent Path Research Report on Chinese Manufacturing Enterprises" released by iResearch in 2019, 84.2% of the industrial enterprises with a scale of more than 20 million yuan are small enterprises, and there are still 2 million small and micro enterprises below the scale. Insufficient funds, weak informatization foundation, lack of professional personnel, etc. all make it in an "embarrassing" scenario, and the journey of intelligence still has to go for a long time.
What the Industrial Internet needs to do is to cover the achievements of the three industrial revolutions, namely digital technology, to SMEs to realize the empowerment of the entire industry. In the process of full-process intelligence, digital visualization, through "digital empowerment" and to help the upgrading and transformation of the manufacturing industry, the market space of technology companies is quite imaginative.
Vertical tillage subdivision, focus on solutions
Although the trend of the Industrial Internet is unstoppable, it still faces considerable challenges. In our view today, technologies related to the Industrial Internet have a common feature, that is, "severe vertical"-covering many industries, each industry is extremely complex. Conversely, different organizations have different definitions of the Industrial Internet. From a certain perspective, the Industrial Internet is an infrastructure that can form a new value network in industry.
According to the three core capabilities of 5G + Industrial Internet proposed by the Ministry of Industry and Information Technology issued by the "5G + Industrial Internet" 512 Project Promotion Plan, the integrated development of 5G and Industrial Internet is more focused on information processing, and the innovation and application of vertical industries are enhanced Pay more attention to the output of solutions in each vertical segment. The industrial chain involved in the Industrial Internet is very extensive, and there is a huge demand for professional applications and solutions in subdivided fields. Opportunities for companies such as Coolpad, which have "unique secrets", are here.
The biggest challenge facing the Industrial Internet is not the "flow" challenge, but the "knowledge" challenge. "Deep cultivation" is a compulsory course for participating companies. Therefore, "homework" in one or two fields should be done well. With the help of industrial upgrading, enterprises with technological advantages or resource channel advantages must be promising.
