nkhani

Ndalama za 5G zasintha kuchoka ku ndalama zoyendetsedwa ndi oyendetsa kupita ku ndalama zoyendetsedwa ndi ogula, ndikuyang'ana kwa ogwira ntchito, opereka zida zazikulu, kulankhulana kwa kuwala ndi RCS ndi magawo ena a mwayi wopeza ndalama.Zikuyembekezeka kuti chiwerengero chonse cha zomangamanga za 5G m'chaka cha 21 chidzakhala pakati pa 1 miliyoni ndi 1.1 miliyoni, ndipo ndalama zonse zapachaka za ogwira ntchito zazikulu zitatu + wailesi ndi wailesi yakanema zikuyembekezeka kukhala pafupifupi 400 biliyoni ya yuan.Ogwiritsa ntchito atatuwa akuyembekezeredwa kuti atuluke pa nthawi yokakamiza ya kusintha kwa mibadwo yambiri, ndipo ali pachiwopsezo chapadziko lonse lapansi malinga ndi momwe amawonera.Wothandizira zida zazikulu akadali cholinga chomwe amapangira ndalama za 5G pakadali pano.Amalangizidwa kuti asamalire gawo la digito la optical module ndi mtsogoleri wa chip optical pansi pachuma chopitilirabe chamsika wolumikizirana.Mapulogalamu a 5G ndi ma seva akadali mu nthawi yoleredwa.Tidzalabadira mwayi wandalama wa RCS opereka chithandizo chachilengedwe chobweretsedwa ndi malonda athunthu a mauthenga a 5G.

21 Msika waku China wogwiritsa ntchito mtambo ukadali chaka chachikulu, wokhala ndi chiyembekezo chokhudza zomangamanga zamtambo ndi mwayi wazachuma wa SaaS.

1) IaaS: Ogulitsa mtambo waukulu akupitiriza kuonjezera ndalama zogwiritsira ntchito ndalama, ndi FAMGA YoY 29% ndi BAT YoY 47% mu q3 2020. Zimalangizidwa kuti zipereke chidwi kwa ogulitsa mutu wa IaaS ndi ogulitsa kukula ndi ubwino wosiyana.

2) IDC: Msika WONSE wa IDC ku China ukadali mukukula mwachangu, ndipo CAGR ikuyembekezeka kukhala pafupifupi 30% mzaka zitatu zikubwerazi.Kukula kwa masikelo akadali njira yofunikira kuti opanga IDC akule.Tikulangizidwa kuti zisamalire atsogoleri a chipani chachitatu cha IDC m'mizinda yoyamba yokhala ndi zabwino zothandizira.

3) Seva: Pambuyo pakusintha kwakanthawi kochepa kwa H2 mu 2020, Q1 mu 2021 ikuyembekezeka kubweretsa nyengo yachilimwe yaku India ndikukhalabe otukuka kwambiri chaka chonse.

4) SaaS: Opanga mabizinesi aku China a SaaS ali munthawi yovuta kwambiri.Opanga otsogola amadutsa makasitomala apamwamba kudzera mu chitukuko chokhazikika, ndikukulitsa makasitomala apakati, ndikutsegula TAM kuti ibweretse phindu ndi kuwongolera mtengo.

Maphunziro amsika amsika a SaaS ndi okhwima, nkhokwe zaukadaulo, zofunidwa zina zapakhomo ndi chithandizo chogwirizana ndi mfundo chilipo.

Intaneti ya zinthu zofika kumakampani, yang'anani kwambiri pamipata yopingasa itatu yopingasa.Pansi pa kukhazikika katatu kwa mgwirizano wokhazikika, kuphatikiza kwaukadaulo ndi chimphona cholowa muofesi, intaneti ya Zinthu imayandikira kutsika kwamakampani kuchokera kumalingaliro ndi malingaliro awo.Zaka zisanu zikubwerazi zidzakhala zaka zisanu kuti intaneti ya Zinthu iwonjezere kulumikizana.Oyamba kupindula ndi sensa, chip, module, MCU, terminal ndi ena opanga ma hardware, nsanja ndi mtengo wowombola mtengo wachedwa.Mulingo wogwiritsa ntchito, yang'anani kwambiri pagalimoto yolumikizidwa ndi netiweki, nyumba yanzeru, intaneti ya satellite ndi malo ena otsogola pagawo lalikulu la tinthu tating'onoting'ono, makampani akudziwa momwe, sikelo yolumikizirana ndi nzeru za data za osewera zitha kukhala opambana kwambiri.

"Nzeru" ndiyo ulusi wofunikira kwambiri mu gawo la magalimoto anzeru, ndipo mwayi waukulu uli mu chain chain. Tikuyerekeza kuti kukula konse kwa msika wamagalimoto okwera ku China kudzakula kuchoka pa 200 biliyoni mu 2020 kufika pa 1.8 thililiyoni mu 2030, ndikukula kwa 25%.Kuchuluka kwa njinga zomwe zabwera chifukwa cha luntha zakwera kuchoka pa 10,000 yuan kufika pa 70,000 yuan.Pafupi ndi mzere waukulu wanzeru, timakhulupirira kuti tifunika kumvetsetsa mafunde atatu kuchokera kumayendedwe operekera kupita ku OEMS kupita ku mapulogalamu ndi ntchito.M'mafunde oyamba, tili ndi chiyembekezo chakukwera kwazinthu zogulitsira ku China munthawi yanzeru zamagalimoto.Tikukulimbikitsani kuti kuchokera ku magawo atatu a kukula kwapadziko lonse, kusinthika kwa malo ndi kusintha kwatsopano kwa dera, kuyang'ana dera logawanika lomwe lili ndi malo akuluakulu owonjezera komanso mtengo wapamwamba wa njinga, zomwe zakhazikitsa mtsogoleri wa makampani olepheretsa mpikisano.

1.kuchira ndi mawonekedwe

Msika wa 5G ukuchoka pamakampani opanga zida kupita kumakampani omwe akubwera a ICT.Kuyika ndalama m'gawo loyankhulana mu 2020 kuli ndi zovuta zambiri.Kuyankhulana (Shen wan) index inagwa 8,33%, kuchepa patsogolo pa mbale yonse.Kumbali imodzi, kukangana kwakukulu kwa malonda pakati pa China ndi United States ndi kukweza kwa huawei embargo kwapanga kukakamiza kwina pa mbale;Kumbali ina, ndi malonda a 5G, msika wakonzanso zina mwazoyembekezera zomwe zinapangidwa zaka ziwiri zapitazi.

Ngakhale zili choncho, tikuwona zigawo zina zikuchita bwino kwambiri. Kuyankhulana kwapadera kwa asilikali, maulendo a wailesi ya antenna, intaneti ya zinthu yawonjezeka ndi 20%;Ma module a Optical ndi zigawo, satellite kulankhulana ndi kuyenda, cloud computing inakula ndi oposa 40%;Kanema wamtambo adakwera kuposa 100%, kukwera 171% pachaka.Kuchokera paudindo, malo omwe ali pano a mabungwe olankhulana nawonso ali pamlingo wochepa kwambiri m'mbiri.

Mu nthawi ya 3G, chiŵerengero cha magawo a magawo a Shenwan Communication mabungwe ali pakati pa 4% -5%, ndipo mu nthawi ya 4G, chiwerengero cha magawo a Shenwan Communication mabungwe ali pakati pa 3-4%, pamene deta yaposachedwa ya Q3 ikuwonetsa kuti kugawana magawo. chiŵerengero cha mabungwe a Shenwan Communication ndi 2.12% yokha.

Timakhulupirira kuti kusiyanitsa kwa msika wa mbale ndi kuchepetsa kosalekeza kwa malo a mabungwe mu mbale yolankhulana kumasonyeza cholinga cha kusakanikirana kwa kunja, kusiyana kwa mkati ndi kusamutsidwa kwamtengo wapatali kwa makampani olankhulana.Kumbali imodzi, ICT ndi mafakitale azikhalidwe akuphatikizana nthawi zonse, ndipo ICT yakhala maziko a mafakitale onse, kufulumizitsa njira ya digito yamakampani onse ndi mabizinesi.

Kumbali inayi, makampani olankhulana ayamba kugawidwa m'magawo awiri, "akale" ndi "atsopano", omwe ndi makina opanga zida zoyankhulirana zachikhalidwe komanso magawo atsopano azachuma monga Internet of Things ndi cloud computing.Mzunguliro wapang'ono "wakale", "watsopano" kukula pang'ono.Makampani opanga zida zoyankhulirana zachikhalidwe akuwonetsa mayendedwe amphamvu, momwe magwiridwe ake amagwirira ntchito amakhudzidwa makamaka ndi ndalama zoyendetsera ntchito.

Panthawi imodzimodziyo, intaneti ya Zinthu ndi cloud computing, yomwe imasiyanitsidwa pang'onopang'ono m'makampani olankhulana, ali pakukula mofulumira kwa moyo wawo ndipo amakhudzidwa pang'ono ndi kusintha kwa kayendetsedwe ka ndalama za oyendetsa ntchito.Chifukwa chachikulu ndi chakuti katundu ndi matekinoloje m'mafakitale ang'onoang'onowa amayamba kufalikira ndikulowa kuchokera ku makampani olankhulana kupita ku mafakitale ena, motero amatsegula malo atsopano amsika.

Kuchokera nthawi yayitali, kuyang'ananso kuzungulira kwa 4G, malo apakati ndi otsika a phindu la mafakitale, ndipo kuzungulira kwa 5G kumasamutsidwa pang'onopang'ono kuchoka ku makina ogulitsa zipangizo kupita ku makampani atsopano a ICT.4G ndalama mkombero ali ndi dongosolo lodziwikiratu, kumtunda maukonde kukonza opanga monga Guomai Technology, mlongoti rf opanga monga Wuhan Fangu anatsogolera kuwuka, ndiyeno ZTE, Fiberhome kulankhulana ndi wosamalira zipangizo zina zazikulu, ndiyeno kumtunda mtambo kompyuta, Internet. za zinthu ndi ntchito zina kuphulika.Mu nthawi ya 5G, kugawa kwamtengo wapatali kwa mafakitale kwasamutsidwa kuchoka ku makampani ogulitsa zipangizo kupita ku makampani atsopano a ICT.Mtsogoleri wa IDC Baoxin Software ndi mtsogoleri wa gawo la Internet of Things Yuyuan Communication awona kuwonjezeka kwakukulu.

Nthawi yomweyo, 2020 iwona chiwongolero pakukonzanso kwapadziko lonse lapansi ICT chain chifukwa cha zovuta za mliri komanso geopolitics.Pamene mayiko ndi madera akuyankha kudzipatula ndi kusokonezeka kwa mliriwu, ndondomeko ya mafakitale a ICT, yomwe yakhala yokhazikika kwa nthawi yayitali m'mbuyomu, yakakamizika kusintha.Kukula kwamakampani a 5G kumakhudzidwa ndi geopolitics, ndipo machitidwe awiri a "de-C" motsogozedwa ndi boma la US ndi "de-A" motsogozedwa ndi makampani aku China akuyenda limodzi.

Kuyang'ana m'tsogolo, kuphatikizika ndi kusiyanitsa kwa mafakitale ndi kumangidwanso kwa njira zogulitsira kudzapitilira, ndipo mbale yolumikizana yamtsogolo idzakhalabe msika wamapangidwe.Kutengera zochitika zamakampani ena ndikukula ndi makampani akuluakulu ndi njira yabwino kwambiri yothanirana ndi kusatsimikizika kwakukulu kwakunja.Kufika kwa zisankho zaku US, zovuta zazikuluzikulu monga geopolitics pamsika wa 5G ndi gawo lolumikizirana zafowoka, pomwe machitidwe amakampani a meso ndi kasamalidwe kamakampani ang'onoang'ono akhala amphamvu kwambiri pakudziwitsa zamtsogolo.Mu 2021, zoganizira zandalama zolumikizirana zisintha kuchokera pamwamba kupita pansi kupita pamwamba.Poyang'ana pa 5G, cloud computing ndi Internet of Things, tili ndi chiyembekezo cha mwayi wopeza ndalama zamakampani otsogola a ICT omwe ali ndi mtengo wotsika komanso kukula kwakukulu pagawo lililonse.

2. Kusintha kwa ndalama za 5G kuchokera ku ndalama zoyendetsera ntchito zomwe zimayendetsedwa ndi ogula, kuyang'ana kwa ogwira ntchito, ogulitsa zipangizo zazikulu, kulankhulana kwa kuwala ndi mwayi wa ndalama za RCS m'magulu.
Tikuwona ndalama za 5G-themed zikusintha m'mafunde atatu.Mkokomo woyamba umayendetsedwa ndi ndalama za opareshoni, poyang'ana zomwe zikuchitika komanso kusintha kwa kasamalidwe ka ndalama zogwirira ntchito;Mafunde achiwiri amayendetsedwa ndi kugwiritsidwa ntchito kwa ogula, kuyang'ana pa kugawa kwamtengo wapatali kwa malo otsogolera ndi mabizinesi a ICP;Njira yachitatu yamabizinesi ndi mabizinesi akuyendetsa ndalama, imayang'ana kwambiri makampani akuluakulu azinthu monga intaneti, kupanga, mphamvu, mphamvu ndi mafakitale ena kupita patsogolo kwa digito ndikutsogola kwabizinesi.

Gawo lapano la 5G lili m'gulu loyamba lotsimikizira magwiridwe antchito komanso gawo lachiwiri lakusintha kwazachuma.Msika woyamba wa msika wa zida zoyendetsera ntchito zoyendetsedwa ndi ogwiritsa ntchito wasuntha kuchoka paziyembekezo kupita ku gawo lotsimikizira magwiridwe antchito, ndipo gawo lachiwiri lakugwiritsa ntchito kwa ogula ndi ntchito zomwe zimayendetsedwa ndi msika wayamba kuswana.

Tikuyembekeza kuti ntchito yonse yomanga ya 5G sidzapita patsogolo mwachangu ngati nthawi ya 4G, koma ipitilirabe patsogolo.Zikuyembekezeka kuti ntchito yapachaka ya 5G idzakhala pakati pa 1 miliyoni ndi 1.1 miliyoni, zomwe zimawerengera pafupifupi 70% ya dziko lonse lapansi.Pakati pawo, akuluakulu atatu ogwira ntchito akuyembekezeredwa kupanga masiteshoni pafupifupi 700,000, ndipo mawailesi ndi wailesi yakanema akuyembekezeka kupanga masiteshoni pafupifupi 300,000-400,000.Zikuyembekezeka kuti ndalama zoyendetsera ntchito zazikuluzikulu zitatu muzaka 21 zizikhalabe kukula pang'onopang'ono pazaka 20, kuchuluka kwakukula kuli pafupifupi 10%, kuphatikiza ndalama zatsopano za 30 biliyoni zama wailesi ndi wailesi yakanema, ndalama zonse zapachaka. ndalamazo zidzakhala pafupifupi 400 biliyoni.

Kuyang'ana kutsogolo kwa 2021, tili ndi chiyembekezo chokhudza magwiridwe antchito, zida zazikulu, kulumikizana kwamaso ndi magawo ena chaka chonse.Pakalipano, tikukulimbikitsani kumvetsera mwayi wopeza ndalama mu RCS, zochitika zazikulu zamalonda za 5G.

2.1 Yang'anani pa mwayi wonse wandalama mu gawo la ogwira ntchito m'zaka 21

M'zaka 21, ogwira ntchito akuyembekezeredwa kuti atuluke mu nthawi yokakamiza yosinthana ndi mibadwo yambiri.Ponena za nthawi ya kusintha kwapakati pa 2G-3G ndi 3G-4G, ogwira ntchito amafunika kuonjezera ndalama zowonjezera kuti apititse patsogolo maukonde.Pakadali pano, kukula kwa ntchito zatsopano kumafunikira nthawi yolima komanso zaka 1-2 zakusintha kwa ntchito.Poyerekeza ndi kuzungulira kwa 4G, ndalama za 5G zidzakhala zochepa, ndipo ndalama zomwe zimagwiritsidwa ntchito pamagulu atatu akuluakulu sizidzawona kukula kwachangu kwa 3 ndi 4G m'zaka za 21.Malingana ndi Capex / Revenue, nsonga ndi 41% ya 3G ndi 34% ya 4G, ndipo tikuyembekeza kuti ikhale pafupi ndi 27% kwa 21, ndi zovuta zogwiritsira ntchito ndalama zowonongeka.

Makhalidwe a ARPU a ogwira ntchito atatu akuluakulu adayamba kukhazikika ndikuchira.Pakalipano, 5G yolowera mafoni a m'manja yadutsa 70%, kukwezedwa kwa phukusi la 5G kuli mofulumira kuposa 4G, ngakhale kulibe bizinesi yakupha 5G 2C pakanthawi kochepa, kuchepa kwa mtengo wa ARPU kwasinthidwa.

Pankhani ya kuwerengera, ma H-shares a ogwira ntchito atatu akuluakulu aku China ali pachiwopsezo chapadziko lonse lapansi.Pankhani ya PE, PB ndi EV / EBITDA, H-magawo a ogwira ntchito atatu akuluakulu ali pamtunda wotsika kwambiri poyerekeza ndi ena akuluakulu padziko lonse lapansi.Tikukhulupirira kuti lingaliro laposachedwa la NYSE lochotsa ma adR a oyendetsa atatu akuluakulu lidzakhala ndi zotsatira zochepa kwambiri pa ntchito zawo komanso zapakatikati - mpaka pamitengo yayitali.Pakalipano, atatu ogwira ntchito zazikulu, makamaka H amagawana mitengo yamtengo wapatali kwambiri, osunga ndalama akulangizidwa kuti azikonzekera mwakhama.
2.2 Ogulitsa zida zazikulu akadali omwe amawakonda kwambiri 5G mu 2021
Kaya chiletso cha huawei chichotsedwe kapena ayi, msika wapadziko lonse wa ZTE susintha.Bizinesi ya Huawei sidzawoneka ngati chiwopsezo chachikulu chakutha, msika wapadziko lonse wopanda zingwe ukuyembekezeka kukwera 40 peresenti mzaka 20.Poganizira kuti embargo yakhalapo kwa nthawi yayitali, gawo la msika libwerera pang'onopang'ono mpaka pafupifupi 30% chifukwa cha zovuta zoperekera chip.

Msika wotayika wa Huawei kunja kwa nyanja udzapangidwa makamaka ndi Ericsson, omwe msika wawo ukuyembekezeka kukhazikika pafupifupi 27 peresenti pazaka zitatu zikubwerazi, ndi Nokia.Msika wa Nokia ukuyembekezeka kutsika mpaka pafupifupi 15 peresenti chifukwa chosagwira bwino ntchito ku China.

Ponena za nthawi ya 4G, tikuyembekeza kuti kulumpha pamsika wopanda zingwe wa Samsung padziko lonse lapansi poyambira pakupanga kwa 5G sikukhazikika.Pambuyo pa 2020, pamene gawo lalikulu la msika (South Korea, North America, ndi zina zotero) likuchepa pang'onopang'ono pamsika wapadziko lonse lapansi, gawo la msika lidzagwa mofulumira pafupifupi 5%.Zte ikuyembekezeka kukhala wogulitsa zida zazikulu ndikukula kwambiri pamsika pazaka zitatu zikubwerazi.Zomangamanga zonse zaku China za 5G tsopano zimatenga pafupifupi 70 peresenti ya msika wapadziko lonse wa 5G.

Gawo lamsika la Zte ku China likuyembekezeka kukula pang'onopang'ono patatha zaka 21. Nthawi yomweyo, tili ndi chiyembekezo kuti kampaniyo idzakulitsa gawo lake pambuyo poti msika wakunja wa 5G ukukula pang'onopang'ono m'zaka 21, ndipo tikuyembekezeka kuti msika wapadziko lonse wamakampaniwo udzawonjezeka ndi 3-4PP chaka chilichonse m'zaka zitatu zikubwerazi ( 21-23).Kampani ya Bullish kuti ikhale nthawi ya 5G ya msika wapadziko lonse wabizinesi yazida kugwirizanitsanso wopindula kwambiri, osunga ndalama akulangizidwa kuti azisamalira mwachangu.

2.3 Msika wolumikizana ndi kuwala ukupitilirabe kukula.Ndikofunikira kumvetsera gawo la digito yolumikizirana ndi optical chip mtsogoleri

Pansi pa kufunikira kwa 5G + data center, tikukhulupirira kuti msika wolumikizana ndi kuwala ukhalabe wokulirapo mtsogolomo, ndipo msika wapadziko lonse lapansi wa Optical module ukuyembekezeka kukula pamlingo wokulirapo kuposa 15% mzaka 21-22. .

Kukula kwa ma modules optical pamsika wa telecom kudzakhala kochepa, ndipo kuwonjezereka kwakukulu kudzabwerabe kuchokera kumsika wa data center.Ma module a 400G akuyembekezeka kukhazikitsidwa mwachangu m'zaka zitatu zikubwerazi.Malinga ndi njira ya 100G, kutumiza kukuyembekezeka kuwirikiza kawiri muzaka 21-22.Akulangizidwa kuti aziyang'ana makampani otsogola omwe ali ndi mwayi woyamba, monga Zhongji Solechuang ndi Xinyisheng.

Pakadali pano, m'munda wa chip optical chip, msika wamakono wamakina olumikizirana ndi pafupifupi $3.85 biliyoni, ndipo udzakula mpaka $8.85 biliyoni pofika 2025, ndikukula kwazaka zisanu ndi 18%.Pankhani yakukula kwa msika komanso kupititsa patsogolo m'malo mwanyumba, mtsogoleri wa chip wapakhomo akuyembekezeka kutha, akuyenera kulabadira Xi 'an Yuanjie (osatchulidwa), Wuhan Sensitive core (osatchulidwa), Shijia Photon, ndi zina.

Mapulogalamu a 2.4 5G ndi ma seva akadali mu nthawi yoyambira, ndipo tidzatchera khutu ku chitukuko cha malonda a mauthenga a 5G.

Mapulogalamu ndi mautumiki a 5G adzayamba kuphuka, ndipo mauthenga a 5G adzakhala oyamba kugwiritsa ntchito 5G kuti athetse.Nkhani za 5G ndizokwanira zosinthira kuchokera ku 4G kupita ku 5G.Monga mtsogoleri wamakampani, ogwira ntchito ali ndi mwayi waukulu wopititsa patsogolo bizinesi yawo.M'tsogolomu, ogwira ntchito adzalumikizana ndi chilengedwe ndi ntchito m'masitepe atatu, ndipo kuyang'anitsitsa kukuyembekezeka kulimbikitsa msika wamtundu wa SMS wa 40 biliyoni mpaka 100 biliyoni;M'tsogolomu, matekinoloje atsopano a ICT monga mtambo, deta yaikulu ndi AI adzaphatikizidwa.Mautumiki a mauthenga a 5G a ogwira ntchito adzazindikira kusintha kwa nsanja ya mauthenga, ndipo malo amsika adzafika 300 biliyoni yuan.Nkhani za 5G zikuyembekezeka zaka 21 Q1 ikhoza kukhala yamalonda kwathunthu, yang'anani pa malingaliro a RCS ecological service provider mipata yopangira ndalama.

3. Cloud computing - 2021 ikadali chaka cha cloud computing, chiyembekezo cha IDC ndi chitukuko cha seva

3.1 China cloud computing ili mu nthawi yachitukuko chofulumira cha nthawi yayitali

Poyerekeza ndi United States, dziko la China likutsalira ku United States kwa zaka zoposa zisanu chifukwa cha kusiyana kwa zomangamanga za IT, ndondomeko za mafakitale, chilengedwe chachuma komanso kafukufuku wamakampani.Komabe, China ili ndi malo ofananirako mafakitale ndipo ili munthawi yachitukuko chofulumira:

1) Zomangamanga za IT zikukhala zangwiro.Mu 2014, chiwerengero cha madoko a Internet broadband ku China chinafika ku 405 miliyoni, H1 inafika ku 931 miliyoni mu 2020, ndipo chiwerengero cha optical fiber access chinawonjezeka kuchokera ku 40.4% mu 2014 mpaka 92.1%;

2) M'zaka khumi zapitazi, kukula kwachuma cha China kwakhala kokhazikika, kukula kwa GDP kwakhazikika pa 5% -10%.Ngakhale kuti Q1 inakhudzidwa ndi mliriwu m'kanthawi kochepa chaka chino, yatha kuchira mwamsanga, kusonyeza kulimba mtima ndi kuyika maziko a zachuma pa intaneti ndi makampani a cloud computing;

3) Mu 2011, United States idakweza chitukuko cha cloud computing kukhala njira yadziko.Mu 2015, China idapereka Malingaliro a The State Council pa Kulimbikitsa cloud Computing Innovation ndi Development ndi Kulimbikitsa Mitundu Yatsopano ya Makampani a Information kuti apititse patsogolo kupititsa patsogolo mafakitale;

4) Ali, Huawei ndi mabizinesi ena kuphunzira kuchokera okhwima Integrated dongosolo la mafakitale, yunivesite ndi kafukufuku ku United States kufufuza (Ali ndi mayunivesite kunyumba ndi kunja kukhazikitsa labotale, Huawei analengeza kuti zaka zisanu zotsatira adzagwirizanitsa anthu ndi mayunivesite kuti akhazikitse otukula 5 miliyoni, ndikuyika ndalama zokwana 1.5 biliyoni zaku US pakumanga zachilengedwe), kuti apange chilengedwe cholimbikitsana.Kulimbikitsa malonda a zotsatira za kafukufuku.

Kuzama kwa intaneti yam'manja, kubwereza kwakukulu kwa intaneti ya Zinthu, komanso kufulumizitsa kusintha kwa digito kwamabizinesi zipitiliza kulimbikitsa kukwera kwa makompyuta ku China.Pofika Okutobala 2020, chiwerengero chonse cha ogwiritsa ntchito 5G ku China chadutsa 200 miliyoni, ndikukula kwapamwezi mpaka 29 peresenti kuyambira February.Kutumiza kwa mafoni a m'manja a 5G kukupitirirabe, mayunitsi a 16.76 miliyoni adatumizidwa mu October, chiwerengero cha kulowa mkati chafika pa 64%, ndipo kumapeto kwa October, Huawei ndi Apple adayambitsa zitsanzo zatsopano panthawi imodzimodziyo, kutumiza mafoni a 5G ndi chiwerengero cha kulowa mkati chikuyembekezeka. onjezerani bwino.

Chaka chino, mliriwu udakulitsa kukula kwa intaneti yam'manja, kufunikira kwa ogula kuli kutali kwambiri.M'mwezi wa Marichi, voliyumu yofikira pa intaneti inali 25.6 biliyoni GB.Ngakhale kuti panali kutsika kotsatira, kukula kwachangu kwachangu sikunasinthe.Timakhulupirira kuti ofesi yapaintaneti, zosangalatsa zavomerezedwa kwambiri ndi anthu, kupulumutsa mtengo wamaphunziro a wogwiritsa ntchito.Ngakhale kuti kugwiritsidwa ntchito kwa magalimoto amakono kumayang'ana pa mavidiyo, kugula zinthu, ndi ntchito za moyo, timakhulupirira kuti mpaka mapulogalamu ena akupha (masewera a VR / AR, ndi zina zotero) aphulika, ambiri ogwiritsira ntchito magalimoto adzakhalabe m'madera monga HD kanema.

Nthawi yomweyo, ma network a 5G amakankhira intaneti ya zinthu kuti iwonjezere kubwereza.China imatsogolera dziko lonse lapansi pakumanga kwa 5G, pomwe masiteshoni 718,000 a 5G adamalizidwa, zomwe zimawerengera pafupifupi 70 peresenti ya dziko lonse lapansi.Maukonde a 5G okhala ndi bandwidth yayikulu, kutsika kochepa komanso kulumikizidwa kwakukulu kwayamba kugwira ntchito m'mafakitale ndi kupanga, kukankhira intaneti ya Zinthu kuti iwonjezere kubwereza.Mu 2020, kuchuluka kwa ma intaneti azinthu ku China akuyembekezeredwa kupitilira 7 biliyoni, zomwe zibweretsa kuphulika kwa kuchuluka kwa data m'tsogolomu ndikulimbikitsa chitukuko chamakampani opanga makompyuta.

Kusintha kwa digito kwabizinesi kumakhalabe dalaivala wamkulu wakukula kwa cloud computing. Poyerekeza ndi mayiko otukuka monga United States, makampani aku China ali ndi chiwongola dzanja chochepa cha mitambo, chomwe chinali 38 peresenti mu 2018, poyerekeza ndi 80 peresenti ku United States.Pomwe maboma ndi mabizinesi amachepetsa mtengo ndikuwonjezera magwiridwe antchito kudzera mumtambo, zofuna zatsopano zama digito zochokera ku maboma ndi mabizinesi zikupitilira kuwonekera.

Zomwe zili pamwambazi zimapangitsa kuti mtambo wa computing boom upitirire bwino, mu 2019 msika wapadziko lonse wa cloud computing kukula kwa msika wa 20.86%, chiwongoladzanja cha China cha 38.6%, chiŵerengero cha kukula chikuposa mayiko onse, tikukhulupirira kuti zaka zingapo zikubwerazi zipitirira. kuti apititse patsogolo kukula kwa pafupifupi 30%.

3.2 IaaS: Ogulitsa mitambo yayikulu akupitilizabe kuwononga ndalama zambiri, ndipo kukula kwamakampani kumatsimikizika

Mapangidwe a ntchito zamtambo ku China asinthidwa kuchokera kutsidya kwa nyanja, ndi zomangamanga poyamba.Mtambo wapagulu wapadziko lonse lapansi umayendetsedwa ndi mtundu wa SaaS, wowerengera oposa 60%.Kuyambira 2014, Msika wa IaaS ku China wakula kwambiri, kuwerengera ndalama zosakwana 40% za msika wamtambo wa anthu kupitilira 60%.

Tikukhulupirira kuti chifukwa cha kusiyana kwakukulu pakati pa zomangamanga zaku China za IT ndi mayiko otukuka monga Europe ndi America koyambirira, ndalama za IT zomangamanga ndi mtambo zimalumikizidwa.Panthawi imodzimodziyo, China pakali pano ili kumayambiriro kwa chitukuko cha cloud computing, ndipo masanjidwe a opanga mitambo akuchedwa.Amazon idakhazikitsa cloud computing mu 2006, ndipo Alibaba idakhazikitsa cloud Computing Co., LTD mu 2009. Mabizinesi aku China amakhala makamaka makampani apaintaneti, amakonda kupanga mapulogalamu pawokha ndipo sagula ntchito za SaaS.Pakanthawi kochepa, kukula kwa IaaS kumakula mwachangu, gawo la IaaS ndilotsimikizika ndipo pali mwayi wopeza ndalama zambiri.Ndi kukonza kwa zomangamanga, kukula kwa SaaS kudzakula mofulumira.

Gawo la ogulitsa a IaaS apakhomo ndi akunja adakula, ndipo mawonekedwe amtambo wapagulu adakhazikitsidwa kwambiri.Chifukwa cha kuchuluka kwa ndalama zomwe zimagwiritsidwa ntchito komanso kafukufuku ndi chitukuko cha bizinesi ya IaaS, chilengedwe ndi kukula kwake ndizofunikira.Gawo la msika la Amazon, Microsoft, Alibaba ndi Google linawonjezeka kuchokera ku 48.9% mu 2015 kufika ku 77.3% mu 2015. Chitsanzo cha opanga IaaS ku China chasintha kwambiri, ndipo Huawei ali ndi kukula mofulumira.Kuchokera ku 2015 mpaka ku Q1 chaka chino, CR3 yawonjezeka kuchokera ku 51.6% mpaka 70.7%.Timakhulupirira kuti msika wamutu wa IaaS ku China udzakhala wokhazikika komanso wokhazikika m'tsogolomu.Popanda phindu la mpikisano wosiyana, gawo la opanga ang'onoang'ono lidzaphwanyidwa ndi opanga akuluakulu.Komabe, makasitomala otsika ali ndi mtambo wosakanizidwa, kutumizira kwamitundu yambiri, kusanja kwa ogulitsa ndi zofunika zina, ndipo opanga ang'onoang'ono omwe ali ndi mwayi wopikisana nawo amakhalabe ndi mwayi wopulumuka mtsogolo.Akuti kulabadira Jinshanyun, etc.

Tikukulimbikitsani kuyang'ananso mwayi wopitilira kukula kwa ogulitsa apamwamba a IaaS. Kukula kwachuma kwamakampani padziko lonse lapansi kopitilira 20% pachaka, kukula kwamakampani ndikolimba.Tencent sanaulule padera kotala, koma lipoti lazachuma lazaka 19 linavumbulutsa ndalama zamabizinesi amtambo za yuan yopitilira 17 biliyoni, kukula kwake kumaposa kuchuluka kwamakampani.Poyerekeza ndi kukula kwachuma kwa opanga mitambo ku China ndi United States, Alibaba Cloud Q3 kukula kwake ndikofunikira.Kupindula ndi kusintha kwa digito, makamaka kukula kwachangu kwa intaneti, ndalama, malonda ogulitsa ndi njira zina zamakina, ndalama za Alibaba Cloud za kotala zafika 14.9 biliyoni ya yuan, kukwera 60% chaka ndi chaka (Amazon Cloud idakula 29%, Microsoft Azure 48%).Msika wamtambo wapagulu ku China ukukula mwachangu, boma ndi mabizinesi azikhalidwe zili munthawi yakusintha kwa digito, ndipo anthu mabiliyoni 1.4 amapanga msika waukulu wogula, makanema, kuwulutsa pompopompo, malonda atsopano ndi mafakitale ena akukula mwachangu.Pokhala ndi zochitika zamabizinesi apaintaneti omwe akupita kunyanja, timaweruza kuti opanga ma mtambo apanyumba akadali ndi malo otakata kuti apititse patsogolo msika wapadziko lonse lapansi.

Pankhani ya ndalama zogulira ndalama, ndalama zomwe zimagwiritsidwa ntchito pamakampani opanga mitambo kunyumba ndi kunja zasintha bwino pambuyo pa Q4, zomwe zikuwonetsa kuti makampani opanga mtambo akadali okwera.Mu Q3 2020Q3, US FAMGA capital expenditure idakwera 29% pachaka, pomwe ndalama zaku China BAT zidakwera 47% pachaka.Kufunika kwa ntchito zamtambo zakutsika ndizomwe zimayendetsa ndalama zogulira ma mtambo.Kufunika kwa msika wa IaaS kukadali kolimba, kotero kuti ndalama zokhudzana ndi IaaS zidzakhalabe pamalonda apamwamba panthawi yapakati komanso yaitali.

3.3 IDC: Kusagwirizana pakati pa madera ndi kufunikira kudzakhalapo kwa nthawi yayitali.Tikulangizidwa kuti zisamalire gulu lachitatu lomwe lili ndi zida zoyambira m'mizinda yoyamba

Monga zomangamanga zamakampani opanga ma cloud computing, IDC imapindula ndi chitukuko cha makampani otsika ndipo ili mu nthawi yakukula mofulumira.Timaweruza kuti makampaniwa atha kukhalabe ndi kukula pafupifupi 30% m'zaka zitatu zikubwerazi.Kukula kwa mabizinesi apaintaneti ndi ma cloud computing kwachulukitsa kufunikira kosungirako deta ndi makompyuta.Ndi kukwera ndi chitukuko cha matekinoloje atsopano monga 5G, luntha lochita kupanga ndi intaneti ya Zinthu, kufunikira kwamtsogolo kudzakulitsa msika.Kuonjezera apo, ndondomeko zatsopano zowonongeka zikupitiriza kumasula zabwino.Ku United States, IDC imayang'ana kwambiri ntchito yomanganso ndi kukulitsa, pomwe ku China ikuyang'anabe ntchito yomanga yatsopano.Chifukwa chakuchedwa kwake komanso chitukuko chofulumira, dziko la China likhalabe ndi kukula kwa 25-30% m'tsogolomu, ndipo kuchuluka kwa mafakitale ake akuyembekezeka kuwirikiza kawiri kuchoka pa yuan biliyoni 156.2 mu 2019 kufika pa yuan biliyoni 320.1.

Kuchokera pamalingaliro opanga ma data, katundu wa IDC wapano ku China akutsalira kwambiri.Monga dziko lopanga zambiri padziko lonse lapansi, China imapanga zoposa 23% ya data padziko lonse lapansi chaka chilichonse.Komabe, katundu wa malo akuluakulu a deta ndi 8% yokha ya dziko lapansi, ndipo zosungirako sizikwanira.Ndi kukula kwachangu kosalekeza kwa kupanga deta ku China, makampani a IDC ali ndi malo okulirapo.Ngakhale opanga ma IDC apano ali pa nthawi yolanda malo ndikufulumizitsa ntchito yomanga, zogwira ntchito zenizeni sizingakwaniritse zomwe msika ukufunikira.Mabizinesi omwe ali ndi zofunika kwambiri pakuchedwa ndi chitetezo akuyenerabe kukhala m'mizinda yoyamba, ndipo ndondomeko za m'mizinda yoyamba ndizolimba.Ngakhale kupezeka m'mizinda yachigawo chachiwiri kukuchulukirachulukira, kusagwirizana pakati pa madera ndi kufunikira kudzakhalapobe kwa nthawi yayitali.

Tikukupemphani kuti zisamalire mavenda a IDC a chipani chachitatu omwe ali ndi maubwino paza nthaka ndi mphamvu zamagetsi zamagetsi m'mizinda yoyamba.Pakadali pano, opanga ma IDC a chipani chachitatu ali ndi gawo lalikulu pamsika padziko lonse lapansi, pomwe makampani aku China a IDC akadali otsogola ndi ogwiritsira ntchito ma telecom, omwe ali ndi mwayi woyambirira pazachuma komanso masikelo.Komabe, chitukuko cha cloud computing ndi intaneti chimayika patsogolo zofunikira pa ntchito ndi kugwiritsa ntchito mphamvu kwa malo opangira deta, ndipo mizinda yoyamba monga Beijing ndi Shanghai imachepetsa chiwerengero cha magetsi ogwiritsira ntchito magetsi, ndipo imafuna kuti PUE ya malo atsopano azidziwitso. kukhala otsika kuposa 1.3 kapena 1.4.Otsatsa a IDC a chipani chachitatu ali ndi maubwino pakuyankha kwamakasitomala, makonda, magwiridwe antchito ndi kasamalidwe ka mtengo.Gawo la msika la ogwira ntchito ku China mu gawo la IDC latsika kuchoka pa 52.4% mu 2017 kufika pa 49.5%, ndipo tikuweruza kuti gawo la opanga IDC lachitatu lidzawonjezeka.

Kukula kwa ma Scale akadali njira yofunikira kuti opanga IDC achuluke, ndipo mayendedwe amsika akuyembekezeka kuyenda bwino.Pambuyo pa kafukufuku wamakampani, tidapeza kuti opanga IDC ali ndi chiyembekezo pakukula kwa msika mzaka zingapo zikubwerazi, ndipo amakonda njira yokulirakulira m'zaka zaposachedwa kuti akwaniritse kukula kwa ndalama.Makampani a IDC amafunikira ndalama zambiri pazachuma.Pakadali pano, pali masauzande ambiri a Opanga nyumba omwe ali ndi ziphatso za IDC, ndipo gawo lililonse la opanga ma IDC a chipani chachitatu ndi lochepera 5%, zomwe zimapangitsa msikawo kumwazikana.Equinix, mtsogoleri wapadziko lonse lapansi, adakulitsa mwachangu msika wapadziko lonse lapansi pogula The UK's Telecity Group mu 2015 ndi bizinesi ya IDC ya Verizon mu 2017. Timawonjezera ndalama zonse zomwe zimagwiritsidwa ntchito ndi m&a monga zonse zomanga.Pofika chaka cha 2020 H1, kuchuluka kwa m&a kwa Equinix ndi 48%, pomwe m&a wa mtsogoleri wapanyumba GANGUO Data amangokhala 14.3%.Malinga ndi njira yachitukuko ya Equinix, opanga ma IDC apakhomo atha kufulumizitsa kupeza kuti awonjezere mphamvu kuti akwaniritse kukula komwe sikungakwaniritsidwe ndi njira zodzipangira okha komanso zobwereketsa.Kuwonjezeka kwa msika kudzapindulitsa deta ya GDS, 21vianet, Baoxin Software, Halo New network ndi opanga ena.

3.4 Seva: Kubweza kwa msika kwakanthawi kochepa sikumasintha ziyembekezo zamalonda zanthawi yayitali

Ma seva, monga zida zazikulu zamakina opangira maukonde, amapindula ndi kukula kwachangu kwamakampani aku China a cloud computing.Malinga ndi IDC, mu q3 2020Q3, kukula kwa msika wa seva padziko lonse kudatsika mpaka 2.2% pachaka, ndikutumiza kutsika pang'ono ndi 0.2%, koma ndalama zamsika za seva yaku China zidakula 14.2%, ndikusungabe kukula mwachangu.

Ndalama za opanga ma seva okwera zidatsika, ndipo ndalama za mtsogoleri wa seva Tiao Information zidatsika mu Q3.Tikukhulupirira kuti chifukwa chachikulu ndikukula kwa kufunikira kwa Q3 chifukwa cha KUTHA kwa mliri wa Q2.Kusinthasintha kwa phindu limodzi kotala sikusintha makampani a cloud computing kuweruza kwanthawi yayitali.

Ndi ndalama zazikulu zamakampani akuluakulu amtambo omwe akukula mwachangu ndipo amafuna mphamvu, timaweruza kuti makampani opanga makina amtambo akadali okwera kwambiri mu 2021. M'mbiri, cloud computing upcycles imatha pafupifupi kotala eyiti.Pambuyo pa zaka 18 zowononga ndalama zambiri zamakampani opanga mitambo padziko lonse lapansi komanso zaka 19 zowononga ndalama, ndalama zazikulu za DOMESTIC BAT mu Q4 zidatsogola pakubwezeretsanso kukula kwabwino kwa 35% poyerekeza ndi dziko m'zaka 19.Q3, ngakhale idatsika kuchokera ku Q2's kukula kwakukulu kwa 97%, idakali 47% kuposa kuchuluka kwa 29% ku United States.Kutsata seva kumtunda kwa BMC Chip wopanga Sinhua adawulula deta ya mwezi uliwonse, ngakhale kampaniyo idayamba kukula koyipa mu Ogasiti, koma yabwereranso kukukula kwabwino mu Novembala, Zolosera zazaka 21 zamakampani opanga makina amtambo akuyembekezekabe kukhalabe kukula kwakukulu.

Ndi malonda a 5G panjira, kuphulika kwa kuchuluka kwa deta kudzayendetsa kukula kwa msika wa seva.Malinga ndi South Korea, ogwiritsa ntchito 5G amagwiritsa ntchito magalimoto ochulukirapo 2.5 pamunthu aliyense kuposa ogwiritsa ntchito 4G. Chiwerengero cha ogwiritsa ntchito 5G ku China chawonjezeka pang'onopang'ono kuposa 25% pamwezi.Kutengera zomwe zachitika m'mbiri, kukweza kulikonse kwaukadaulo waukadaulo wama foni yam'manja kumawonjezera DoU pafupifupi kakhumi, kotero zimanenedweratu kuti DoU ya ogwiritsa ntchito 5G idzafika 50G / mwezi ndi 2025. 5G malonda superimposed edge computing ndi zochitika zina zatsopano zidzalimbikitsa seva. , kusungirako ndi zipangizo zina za IT zimafuna kukula, komanso pakukonza deta, zofunikira zamakompyuta ndizokwera kwambiri, makompyuta anzeru, nzeru zopangira ndi makina osakanikirana a seva adzakhala ndi malo ambiri amsika.Malinga ndi zomwe IDC idaneneratu, kukula kwa msika wapadziko lonse lapansi kudzakhala pafupifupi $ 12 miliyoni mu 2020 ndi $ 21.33 miliyoni mu 2025.

3.5 SaaS: chothandizira pazinthu zambiri, mu nthawi yovuta kwambiri, malo omwe alipo

Pankhani ya kukula kwa msika, msika wonse wapakhomo wa SaaS umatsalira kumbuyo kwa US pofika zaka 5-10.Mu 2019, ndalama zamabizinesi amtambo a Salesforce zidafika 110.5 biliyoni, pomwe msika waku China wonse wa SaaS unali 34.1 biliyoni yokha.Koma chifukwa msika wapakhomo wa SaaS uli munthawi yakusintha kwamtambo, kukula kwake kuli pafupifupi kuwirikiza kawiri padziko lonse lapansi, kukula kwachangu kumabweretsa danga lalikulu lachitukuko.

Msika wa SaaS waku China ndiwobwerera m'mbuyo chifukwa chazifukwa zitatu: choyamba, mulingo wakudziwitsa zapakhomo ndiwotsika.United States wachita informatization yomanga ndi kutchuka kwa zaka zambiri, pamene China msika kuzindikira ndi chidziwitso maziko mwachionekere kutsalira ku Ulaya ndi United States, informatization ndi digito yomanga zomangamanga si wangwiro, ndi mabizinesi salabadira kusintha kasamalidwe dzuwa.chachiwiri, luso lake mlingo ndi osakwanira, dziko lathu la SaaS mabizinesi ndi ambiri koma osachita bwino, luso laukadaulo limatsalira kumbuyo, kukhazikika kwazinthu ndikofooka.Pomaliza, palibe njira.Munthawi yamapulogalamu achikhalidwe, mawonekedwe a mayendedwe ndi ofunika kwambiri.Mu nthawi ya SaaS, ndondomeko yolembera imachepetsa ndalama zogulitsira malonda, ndipo ndondomeko yokonzanso imachepetsa mphamvu ya chitetezo cha njira, zomwe zimatsogolera ku cholinga chotsika cha njira, mtengo wogula makasitomala komanso kukula pang'onopang'ono kwa msika.Makanema akadali otsutsa kwambiri pakukweza bizinesi ya SaaS ku China.

Poyerekeza ndi United States, opanga mabizinesi aku China a SaaS ali munthawi yovuta kwambiri, ndipo zizindikiro zosiyanasiyana zandalama ndi bizinesi ziyenera kukonzedwa, ndipo chitukuko chokhazikika ndichopweteka.Mabizinesi akulu ku China ali ndi zofunika kwambiri pakutukuka makonda, ndipo opanga ma SaaS amayenera kuyika ndalama zambiri za R&D ndikukhala ndi nthawi yayitali yachitukuko.Ngati ntchito ya zinthu zofanana zidzagwera mu mpikisano wamtengo wapatali, kuchepetsa phindu la kampani.Mabizinesi aku America ali ndi kuchuluka kwazinthu zokhazikika komanso zosavuta kukulitsa TAM (Total Addressable Market).Ndiko kuti, kuchuluka kwa zinthu zoyambira kumatha kukulitsidwa kumadera ena, denga la mabizinesi omwe alipo lingathe kusweka, malo otenga nawo gawo pa Msika atha kuonjezedwa, kubweza ndalama zakutsogolo kumatha kuchepetsedwa, ndipo phindu limakhala lamphamvu.Komabe, mwa kukulitsa mgwirizano ndi mabizinesi akuluakulu, opanga ma SaaS aku China amatha kufewetsa ndikuwongolera zinthu zawo akamaliza ntchito zofananira, ndiye kuti mabizinesi ang'onoang'ono ndi apakatikati amatha kusankha ntchito zomwe akufuna, kotero kuti kukula kwazinthu zamtsogolo kudzakhala kwakukulu.

Ngakhale pali kusiyana pakati pa China ndi United States, koma tikukhulupirira kuti chitukuko cha makampani apanyumba a SaaS chafika poyambira, pakadali pano akadali malo ake.Choyamba, maphunziro amsika amakampani apanyumba a SaaS ndi okhwima, nkhokwe zaukadaulo, zofunidwa zina zapakhomo ndi chithandizo choyenera cha mfundo chilipo.Pambuyo pazaka pafupifupi khumi za kutchuka kwa maphunziro, kuzindikira kwa mabizinesi kwasintha kuchokera pagawo losazama la zida zamapepala amagetsi mpaka pakufunika kwa digito yamabizinesi, zomwe zimagwirizana ndi mwayi wolowa m'malo.Kachiwiri, mabizinesi apakhomo a SaaS amakula mwachangu.Ngakhale kukula kwa chitukuko ndi kochepa, koma kingdee, Ufida ndi mabizinesi ena osinthika amadalira kumvetsetsa kwawo kwamakampani ndi zotsatira zamtundu wawo, akupitiliza kukulitsa gawo lawo pamsika.Popeza mikangano yamalonda, lingaliro lodzilamulira lodziyimira palokha ku China likuchulukirachulukira, kusinthika kwamtambo kukukulirakulira, timakhulupirira kuti mtundu wa SaaS wamabizinesi apakompyuta apanyumba kuti apereke mwayi wodutsa pamapindikira, chitukuko chamakampani a SaaS chafika pamlingo wokulirapo. inflection point.

Opereka mapulogalamu achikhalidwe, opanga ma SaaS amalonda ndi mabizinesi apaintaneti ndi omwe akutenga nawo gawo pamsika wa SaaS waku China, kupikisana ndi kugwirizana wina ndi mnzake.Kugwirizana kwachilengedwe pakati pa opanga ma intaneti ndi opanga mabizinesi ndikofala kwambiri: pakadali pano, opanga intaneti amayang'ana kwambiri bizinesi ya IaaS ndi PaaS, masanjidwe a track a SaaS ndi ochepa, palibe mpikisano waukulu, m'magawo oyimirira ndi mabizinesi (monga maphunziro, malonda, CRM, ndalama ndi msonkho, etc.) Opanga intaneti akuphatikizidwa monga opanga zamakono.Mpikisano pakati pa ogulitsa mabizinesi a SaaS ndi ogulitsa mapulogalamu azikhalidwe omwe akusintha kukhala SaaS ndiwolunjika kwambiri: mabizinesi akuluakulu omwe ali ndi pulogalamu yapamwamba yolowera mapulogalamu amakhala ndi chidaliro chachikulu ku kingdee, Yonyou ndi ogulitsa ena azikhalidwe, koma ogulitsa mabizinesi ali ndi zabwino m'magawo ena, kotero palinso mgwirizano kapena kuphatikiza ndalama ndi kupeza.Mwachitsanzo: Ndalama za Kingdee International zimasangalala ndi Zogulitsa zamakasitomala (CRM) ndiukadaulo wa Myriad.Makampani apaintaneti omwe ali ndi ogulitsa mapulogalamu azikhalidwe kuti afufuze njira zachitukuko, komanso mgwirizano wazachilengedwe: Ogulitsa pa intaneti ali ndi mwayi wamagalimoto, bizinesi yapaintaneti yachikhalidwe imayang'ana kwambiri makonda apamwamba a SaaS, koma omwe akutenga nawo gawo pamsika amasankha kukhala ofesi yapakati, perekani code yotsika palibe code. nsanja yachitukuko, kulimbikitsa kuya ndi kufalikira kwa zinthu, kulimbitsa zomangamanga.

TAM ndichinthu chofunikira chomwe chikukhudza kuchuluka kwa mabizinesi opanga ntchito za SaaS, zomwe zimatsimikizira mwachindunji malo omwe mabizinesi amakula.Malinga ndi Report on Development of China Top 500 Enterprises, China ili ndi mabizinesi ang'onoang'ono ndi apakatikati.Zikuganiziridwa kuti mabizinesi aku China azilandira kwambiri mtambo mu bizinesi yawo, sankhani zida za SaaS zowongolera mabizinesi, kuchepetsa ndalama ndikuwonjezera magwiridwe antchito, ndipo kuchuluka kwamomwe mungalembetsere kudzawonjezeka mtsogolo.

Poganizira kuti kuchuluka kwa SaaS kwamakampani ena aku America kwafika pa 95% kapena kupitilira apo, akuti TAM imatha kufikira yuan yopitilira 560 biliyoni potengera mtengo wagawo wamakasitomala omwe amawunikidwa pamafakitale.Ndipo chifukwa cha kuchuluka kwa mabizinesi ku China, kukula kwa msika waku China ndikokulirapo.Pakati pawo, mabizinesi akuluakulu omwe ali ndi ndalama zapachaka zopitilira 2 biliyoni amakhala ndi mtengo wamakasitomala, koma kuchuluka kwa mabizinesi ndi ochepa;Mtengo wamakasitomala ang'onoang'ono ndi apakatikati ndi wotsika, koma kuchuluka kwake ndikwambiri.Chinsinsi cha opereka mapulogalamu a SaaS kuti apeze kukula kwachuma kwanthawi yayitali ndikugwira makasitomala m'chiuno, ndipo mtengo wonse wa ARPU ukhoza kuwongolera podutsa makasitomala akuluakulu abizinesi.Kufuna kwamabizinesi akulu pazinthu za SaaS sikumangogwira ntchito zosavuta monga ma automation amaofesi ndi ma elekitirodi abizinesi, koma kuphatikiza kwambiri zinthu ndi njira zamabizinesi, ndikukhala chida chowongolera mabizinesi.

Msika wamabizinesi aku China a SaaS ndiwotsika, ndipo timakhulupirira kuti opereka mapulogalamu amtundu wa ERP omwe amasintha makina apakompyuta ali ndi mwayi wokulirapo.Malinga ndi ziwerengero za IDC, mabizinesi asanu apamwamba kwambiri pamsika wa SaaS ku China mu theka loyamba la 2020 adangokhala 21.6% yokha ya msika.Msika umagawidwa m'magulu ndipo kuchuluka kwa ndende kumakhala kochepa.Mipikisano yamitundu yosiyanasiyana m'misika yogwiritsira ntchito ndi yosiyana, ndipo ndi mwayi wabwino wopanga.

Tikukhulupirira kuti opanga azikhalidwe za ERP munthawi yovuta yakusintha kwa makompyuta ali ndi kuthekera kwakukulu kokulirapo.Mapulogalamu achikhalidwe a ERP a yonyou, Kingdee ndi mabizinesi ena ali ndi kuchuluka kwamalowedwe komanso kudalirana pakati pa mabizinesi akulu ndi apakatikati, ndipo ndiye chisankho choyamba pakukhazikika.Gwirizanani ndi mabizinesi akuluakulu, kumvetsetsa mwakuya njira zamabizinesi amakasitomala, komanso kuthekera kogwirizana ndi mabizinesi akulu, luso loyang'anira mabizinesi akulu kutengeranso mabizinesi ang'onoang'ono ndi apakatikati, kuthandiza mabizinesi ang'onoang'ono ndi apakatikati kusintha kwa digito. ;Kingdee ndi Yonyou ali ndi udindo waukulu pamsika wokhazikika komanso msika wamba, monga zachuma ndi anthu, ndipo ali ndi zinthu zambiri.Iwo ali ndi malo aakulu amsika kuti athe kutenga nawo mbali komanso kukula kwakukulu.

Poyerekeza ndi TAM, denga la TAM ndi lodziwikiratu kwa opanga ma SaaS opanga mabizinesi pagawo la magawo, koma opanga ma SaaS otsogola pagawo la magawo monga Mingyuan Cloud athabe kukula mwachangu mothandizidwa ndi zinthu zabwino komanso kuchuluka kwamakampani, kenako ndikupeza zambiri. mtengo wamtengo wapatali, womwenso ndi wofunika kuusamalira.Alibaba, Tencent ndi ogulitsa ena pa intaneti amayang'ana kwambiri msika wa IaaS ndi PaaS, ndipo ochulukirapo amatenga gawo la ogulitsa ophatikizika pamsika wa SaaS.

Pakuwona kuwerengera, opereka chithandizo cha SaaS aku China ali ndi malo ambiri oti asinthe.Pali mabizinesi opitilira 70 omwe adalembedwa ku SaaS ku United States, kuphatikiza ena omwe ali ndi ndalama zamsika zopitilira 100 biliyoni.Ngakhale makampani ambiri aku China sanalembedwebe, Yonyou yokha, imodzi mwamakampani akuluakulu omwe adatchulidwa, ndiyofunika kuposa $20 biliyoni.PS wapakati wamakampani aku America ndi pafupifupi nthawi 40, pomwe makampani aku China amakhala ochepera 30.Chifukwa chachikulu cha kusiyana kwake ndikuti mabizinesi aku America SaaS ali ndi kuchuluka kwakukulu kwamtambo, ndiko kuti, ali ndi gawo lalikulu la ndalama zamabizinesi amtambo.Pambuyo pa ndalama zoyamba za R & D ndi malonda a malonda, alowa mu nthawi yokhazikika yokhazikika, ndipo kukula kwa ndalama ndi phindu lonse ndilokwera.Kukula kwa ndalama zamakampani a SaaS ku China kunali 21%, kuchepera theka la avareji yaku US, ndipo phindu lonse linali loyipabe.Ndikukula kwakusintha kwa mabizinesi aku China a SaaS, kuchuluka kwa ndalama zamabizinesi amtambo komanso kukwaniritsidwa kwapang'onopang'ono kwa magwiridwe antchito, mtengo wamsika ukadali ndi malo opitilira 30% kuti uwongolere mtsogolo.

4, intaneti ya Zinthu kuti ifike kumakampani, yang'anani pamipata yopingasa itatu yopingasa

4.1 Gold migodi mabiliyoni zinthu interconnection, makampani unyolo kuzindikira wosanjikiza kulandira mwayi

Chiwerengero cha ma intaneti a Zinthu (iot) ndichokwera kwambiri kuposa cha intaneti ya Zinthu (iot).Malinga ndi GSMA, msika wapadziko lonse wa iot unali wokwanira $343 biliyoni mu 2019 ndipo ufika $1.12 thililiyoni pofika 2025, ndi kukula kwapawiri kopitilira 20 peresenti.Malinga ndi IoT Analytics, pofika kumapeto kwa 2020, padzakhala zida 11.7 biliyoni zolumikizidwa ndi IoT pazida 21.7 biliyoni zolumikizidwa padziko lonse lapansi.Ndi kuchuluka kwa zinthu zomwe zimalumikizidwa ndi dziko lapansi kupitilira kuchuluka kwa anthu omwe alumikizidwa nazo, intaneti ya Zinthu ikuwoneka ngati m'badwo wotsatira wazinthu zamabizinesi kudutsa m'mafakitale ndi malire, ndipo ikuyembekezeka kukhala mwayi waukulu kwambiri wopezera ndalama ku ICT pazaka zikubwerazi. 30 zaka.

Njira ya intaneti ya zinthu ikutsogolera ku China, ndipo kuchuluka kwa maulumikizidwe a ogwira ntchito padziko lonse lapansi kumatenga atatu apamwamba.Njira yotukula intaneti yapadziko lonse lapansi ya Zinthu itha kuyesedwa molingana ndi kuchuluka kwa ma cellular Internet of Things a ogwiritsa ntchito.Kukula kwa Domestic Internet of Things kukutsogolera dziko lapansi.Malinga ndi IoT Analytics, mafoni aku China anali ndi ma IoT apamwamba kwambiri mu 2015, omwe amawerengera 19 peresenti.Pofika chaka cha 2020H1, ma cellular network a China Mobile Internet of Things anali ndi 54%, Unicom ndi Telecom anali 9% ndi 11% motsatana.Ogwiritsa ntchito atatu akuluakulu aku China adapanga 74 peresenti ya kulumikizana kwa ma iot, amodzi mwapamwamba kwambiri padziko lapansi.China yapititsa patsogolo kuchuluka kwa maulumikizidwe a intaneti ya Zinthu, makamaka chifukwa chakusintha kwa zomangamanga zapanyumba komanso kukwezedwa kwa mfundo.

Kulumikizana kwa intaneti ya Zinthu kukadali paubwana wake wotsika mtengo.Kuyang'ana ndalama zapadziko lonse za bizinesi ya IoT, bizinesi ya ARPU ya IoT ya ogwira ntchito akuluakulu ndi yochepera $ 10 pamwezi, pomwe NUMBER ya ma NB-iot ku China amawerengera zambiri, ndipo ARPU ndi yochepera $ 1 pamwezi.Kulumikizana kwa iot padziko lonse kudakali koyambirira ndipo kuchuluka kwa ogwiritsa ntchito kuli kochepa.Ndi kukula kwa nambala yolumikizira ndi kugwiritsa ntchito, mtengowo umakhala ndi chizolowezi chokwera.

Zinthu zapaintaneti pa nthawi ya hype, kupita kumakampani.Malinga ndi ukadaulo waukadaulo wofalitsidwa ndi Gartner, kupangidwa kwaukadaulo watsopano nthawi zambiri kumayambira, kenako ma media atolankhani amaphulika ndikuphulika, ndipo pamapeto pake amafika pachimake pakugwiritsa ntchito ukadaulo ukakhwima. Malinga ndi kachitidwe ka Wind Internet of Things Index, titha kupeza kuti chaka cha 2015 chinali pachimake pamakampani opanga zinthu pa intaneti, 2016 inali gawo laling'ono la intaneti ya Zinthu, komanso kuchuluka kwa malonda ndi index ya intaneti. Gawo la intaneti la Zinthu lidakwera pang'onopang'ono kuchokera ku 2019 mpaka 2020. Tikukhulupirira kuti intaneti ya zinthu yadutsa nthawi yachidziwitso, mpaka kutsika kwamakampani.oyenera kuyikapo ndalama pakukulitsa gawo laling'ono.Tikayang'ana mmbuyo pakukula kwamakampani a Internet of Things mu 2020, malo opangira ndalama abwera pansi panjira zitatu izi:

Mchitidwe 1: Miyezo ikukhala yofanana

Miyezo yolumikizirana ikamatera, mgwirizano wamakampani.1) Kukhazikitsa miyezo yolumikizirana:Mu Epulo 2020, Unduna wa Zamakampani ndi Ukadaulo Wachidziwitso (MIIT) udapereka Chidziwitso Cholimbikitsa Chitukuko Chofulumira cha 5G, chomwe chidapereka mfundo zofunika zolumikizirana ndi ma protocol olimbikitsa 5G ndi LT-V2X pomanga mizinda yanzeru komanso mayendedwe anzeru.M'mwezi wa Meyi, Unduna wa Zamakampani ndi Upangiri Waukadaulo (MIIT) udapereka Chidziwitso Chokulitsa Kukula Kwakukulu kwa intaneti yazinthu zam'manja, ndikulingalira kuti NB-iot ndi Cat1 zigwirizana kuti zigwirizane ndi 2G/3G Internet of Things kulumikizana;Mu Julayi 2020, International Telecommunication Union (ITU) idaganiza zopanga NB-iot ndi NR kukhala muyezo wa 5G.2) Cooperation of Industry Alliance:Mu Disembala 2020, motsogozedwa ndi Unduna wa Zamakampani ndi Ukadaulo Wachidziwitso, akatswiri 24 amaphunziro a The Chinese Academy of Sciences and Chinese Academy of Sciences ndi mabizinesi otsogola 65 anakhazikitsa mgwirizano wa OLA Alliance.OLA Alliance idzadzipereka kukhazikitsa miyezo yoyenera ya Zinthu ZONSE, kuzindikira kuzindikira ndi kusinthana ndi miyezo yapadziko lonse lapansi, ndikulimbikitsa chitukuko cha matekinoloje okhudzana ndi mafakitale.

Machitidwe achiwiri: Kuphatikizana kozama kwa matekinoloje

Intaneti ya Zinthu imagawidwa m'malumikizidwe anayi: gawo lamalingaliro, gawo la netiweki, nsanja ya nsanja ndi gawo la ntchito.Kukula kwaukadaulo kwa ulalo uliwonse kumalimbikitsa kupita patsogolo kwamakampani a Internet of Things.Kupititsa patsogolo kwamakono kwamakono kumawonekera makamaka pamtundu wa maukonde ndi ntchito.Pamalo ochezera a pa Intaneti, malonda a 5G ndi kukankhira kwa WiFi6 kwapititsa patsogolo maukonde olankhulirana, kufulumizitsa kupita patsogolo pang'onopang'ono kwa intaneti ya Magalimoto ndi Industrial Internet of Things.Pamlingo wogwiritsa ntchito, kuphatikiza kwa cloud computing, AI, blockchain ndi matekinoloje ena omwe ali ndi intaneti ya Zinthu akweza mtengo wa ntchito zofunsira.

Njira yachitatu: Kukula kwakukulu mumasewera

M'mbuyomu, omwe adasewera kwambiri pa intaneti ya Zinthu anali zimphona zapaintaneti zomwe zinali ndi ndalama zolimba.Adayika magawo angapo a intaneti ya Zinthu ndikumanga intaneti ya zinthu zachilengedwe.Zomwe titha kuziwona tsopano ndikuti zimphona zamakampani onse akulowa m'munda pamlingo waukulu kuti zilimbikitse kupita patsogolo kwa intaneti ya Zinthu.Zimphona mu mndandanda wa mafakitale zitha kugawidwa m'magulu atatu:

1) Chigawo cha kuzindikira: Imayang'ana kwambiri opanga ma hardware, kuphatikiza opanga ma chip (Qualcomm, Huawei), opanga masensa (Bosch, Broad Com), opanga ma module (Sierra Wireless, Remote Communications), ndi zina zotere, zomwe zayambitsa. blockbuster iot product, yomwe imagwira ntchito yofunika kwambiri popanga zinthu zokhwima za Hardware ndikuchepetsa mtengo wazinthu.

2) Netiweki wosanjikiza: Makamaka kwa ogwiritsa ntchito ma telecom, kutsogolera ntchito yomanga netiweki ya intaneti ya Zinthu ndikufulumizitsa kayimbidwe ka bizinesi pa intaneti ya zinthu.Ogwiritsa ntchito ma telecom amatenganso mwayi panjira yawoyawo kuti awonjezere kumtunda ndi kumunsi kwa ma chain chain.

3) Ntchito yosanjikiza: Makamaka kwa zimphona zapaintaneti komanso zimphona zamakampani azikhalidwe, zimphona zapaintaneti zimayang'ana mayendedwe kuchokera ku TO C kumapeto mpaka B kumapeto, zimphona zamafakitale (monga Haier, Midea, Nokia) zimachitapo kanthu kulimbikitsa kugwiritsa ntchito intaneti. za Zinthu m'minda yawo, ndikukopera mwachangu kumakampani ena.

(2) Unyolo wapaintaneti wa Zinthu ndi wautali komanso woonda, ndipo gawo lamalingaliro ndiloyamba kupindula

Unyolo wamakampani pa intaneti wa zinthu umatalika komanso woonda, ndipo gawo lamalingaliro ndiloyamba kupindula.Mndandanda wamakampani a iot wagawidwa m'magulu anayi:1) Kugawikana kwa ntchito wosanjikiza;2) nsanja Mateyu zotsatira akuwonekera;3) Kukhalapo kwa miyezo yambiri pa intaneti yosanjikiza;4) Kuphatikizika kachitidwe ka malingaliro osanjikiza.Zaka zisanu zikubwerazi zidzakhala zaka zisanu kuti intaneti ya Zinthu iwonjezere kulumikizana, ndipo phindu lalikulu ndi sensa, core chip, module, MCU, terminal ndi ena opanga ma hardware.

4.2 Internet of Vehicles ndi imodzi mwazinthu zofunika kwambiri zogwiritsira ntchito 5G, ndipo malo amsika mzaka khumi zikubwerazi akuyembekezeka kufika 2 thililiyoni yuan.

Poyambirira, magalimoto aku China anzeru komanso olumikizidwa amamveka bwino.Mu Novembala 2020, National Intelligent Connected Vehicle Innovation Center idatulutsa "Intelligent Connected Vehicle Technology Roadmap 2.0" mapulani anzeru olumikizidwa amagalimoto.Kuchokera mu 2020 mpaka 2025, L2 ndi L3 magalimoto odziyimira pawokha olumikizidwa ku China adatenga 50% yazogulitsa zonse, ndipo kuchuluka kwa magalimoto atsopano a CV2X terminal adafika 50%.Magalimoto odziyimira pawokha amakwaniritsa ntchito zamalonda m'malo ochepa komanso zochitika zenizeni;Kuyambira 2026 mpaka 2030, L2-L3 magalimoto olumikizidwa mwanzeru adzawerengera oposa 70% ya voliyumu yogulitsa, mitundu yoyendetsa yokha ya L4 idzawerengera 20%, ndipo zida zamagalimoto zatsopano za C-V2X zidzatchuka;Kuchokera ku 2031 mpaka 2035, mitundu yonse ya magalimoto olumikizidwa ndi magalimoto othamanga kwambiri adzagwiritsidwa ntchito kwambiri;Pambuyo pa 2035, magalimoto oyenda okha a L5 adzagwiritsidwa ntchito.

Kuyika kutsogolo kwa intaneti yamagalimoto kumakhala kokhazikika, ndipo kuchuluka kwa katundu kumakula pang'onopang'ono. Malinga ndi ziwerengero za gaOGong Intelligent Vehicle Research Institute, kuyambira Januware mpaka Seputembala 2020, chiopsezo cha 4G Internet yamagalimoto ndi 5.8591 miliyoni, ndikukula kwa chaka ndi 44.22%;Kuyambira Januwale mpaka Seputembala, kuchuluka kwa katundu kunali 46.21%, kukwera pafupifupi 20% pachaka.T-bokosi ndi gawo lagalimoto ndizofunikira kwambiri pakukweza magalimoto kutsogolo, ndipo pang'onopang'ono zakhala zida zokhazikika pamsika wamagalimoto.

Makampani opanga magalimoto adzafulumizitsa kuchuluka kwa magalimoto atsopano olumikizidwa ndikulumikizana ndi magulu ena kuti apange 5G C-V2X. Oems akuluakulu kunyumba ndi kunja amalimbikitsa ntchito za intaneti zamagalimoto atsopano, FAW, Ford, Changan, Ford ndi mapulani ena kuti afikire 100 peresenti ya magalimoto atsopano ku China pofika 2020. Nthawi yomweyo, ma oveni akufulumizitsa masanjidwewo. ya 5G C-V2X kuti itenge kutalika kwaukadaulo.Mu Epulo 2019, makampani 13 aku China amagalimoto omwe ali ndi mitundu yodziyimira pawokha adatulutsa njira ya Zamalonda ya C-V2X ku China, ikuyang'ana zenera la nthawi ya 2020-2021 kulimbikitsa kugwiritsa ntchito malonda a C-V2X ku China.Pakalipano, opanga ma module onse akufulumizitsa masanjidwe a 5G malo olumikizirana magalimoto, ndipo HUAWEI, Yuyuan Communications ndi ma module ena olankhulirana a 5G adagulitsidwa.

Internet of Vehicles ndi imodzi mwaukadaulo wokhwima kwambiri, malo okulirapo kwambiri, komanso mawonekedwe athunthu ogwiritsira ntchito mafakitale omwe ali pansi pa 5G.Akuti malo onse pakati pa 2020 ndi 2030 ndi pafupifupi 2 thililiyoni yuan, amo.Internet of Vehicles ndi imodzi mwazomwe zimagwiritsidwa ntchito ndiukadaulo wokhwima kwambiri, mng yomwe "galimoto yanzeru", "msewu wanzeru" ndi "mgwirizano wamagalimoto" ndi yuan 8350 biliyoni, yuan 2950 biliyoni ndi yuan 763 biliyoni motsatana.Pakalipano, makampani a Internet of Vehicles akukumana ndi zinthu zitatu: ndondomeko, teknoloji ndi mafakitale.Zikuyembekezeka kuti kukula kwamakampani kupitilira 60% mu 2020. Paukadaulo waukadaulo, c-V2X, ukadaulo wolumikizirana wofunikira pa intaneti ya Magalimoto, ikukula kwambiri.Kupita patsogolo kwabwino kwachitika m'mbali zonse kuyambira pakukhazikika mpaka kutukuka kwa r&d mpaka ziwonetsero zamagwiritsidwe ntchito.Pamlingo wa mafakitale, zimphona zaukadaulo, opanga magalimoto ndi opanga mitambo ndi magulu atatu otsogola pakuya.Cholinga chapano cha network yamagalimoto ndi kulumikizana kwa misewu ndikufulumizitsa kukula kwamakampani.

Kutengera mfundo ya "mtengo-phindu", liwiro lalikulu la zomangamanga pa intaneti ya Magalimoto lidzasinthira mmbuyo ndi mtsogolo pakati pa "nzeru imodzi" ndi "nzeru zogwirira ntchito".Kumbali yamagalimoto, tikukhulupirira kuti mu 2020-2025, kuchuluka kwa magalimoto oyenda pa L1/2/3 kudzawirikiza kawiri, mtengo wagalimoto imodzi udzakwera kupitilira nthawi 15, ndipo kuchuluka kwa mapulogalamu kumawonjezeka mpaka kuposa 30%;Pamsewu, tikuganiza kuti njira yopitako ndi msewu wa mzindawo idzakhala njira yoyamba yopita ku "msewu wanzeru", ndipo kumanga koyambirira kumachokera ku zida za hardware.Pa mbali ya maukonde, gawo loyamba la chitukuko cha makampani makamaka kukhazikitsa kugwirizana.Ndi 5G scale network yomanga ndi kukwezeleza kwa C-V2X mu 2020, mgwirizano wamagalimoto ndi msewu udzazindikira funde loyamba la kutsetsereka kwakukulu, motero kukoka chitsogozo cha chitukuko cha magalimoto ndi msewu kuchokera ku luntha limodzi. ku chidziwitso chogwirizana.

Tikuganiza kuti 2020 ndiye njira yoyamba yolumikizira magalimoto pamagalimoto, galimoto yanzeru, nzeru zamsewu ndi mayendedwe ogwirizana amisewu kuti apange magawo atatu zidzalumikizidwa, yang'anani kuchokera kumayendedwe amakampani omwe akugwirizanitsa C - magalimoto pamsewu wa V2X. unyolo makamaka chidwi, Choncho, ife amati ndi opanda zingwe kulankhulana gawo, kutsogolera kusuntha kulankhulana, njira wanzeru mayendedwe Opanga chikwi sayansi ndi luso, RSU opanga Genvict luso, WANji luso, OBU/ T-bokosi okhudzana opanga mkulu akutuluka ndi m'mphepete kompyuta opanga ma seva tidal wave zambiri.Kuphatikiza apo, tazindikira kuti njinga yanzeru ipitilira kukula, L1/L2/L3 yoyenda yoyenda yoyenda yokha ndiyomwe imachitika, chifukwa chake tikulimbikitsidwa kulabadira zomwe opanga amapindulira, kuphatikiza wopanga mapulogalamu anzeru a cockpit Zhongkichuang da, mtsogoleri wa IVI. Desai Xiwei, wopanga DMS Rui Ming Technology, etc.

4.3 Smart Home - Kukhazikitsa njira yanzeru yachinthu chimodzi panyumba yonse yanzeru

Kukula kwa msika wakunyumba wanzeru waku China ukukula pang'onopang'ono, ndipo zogulitsa ndi zachilengedwe ndiye maziko a zopambana zamtsogolo.Makampani akunyumba anzeru aku China adayamba mochedwa, ndipo njira yopangira ukadaulo imathamanga mwachangu, ndikukankhira nyumba yanzeru yaku China kuti ikhale yofulumira.Malinga ndi IDC, China idatumiza zinthu 208 miliyoni zapanyumba zanzeru mu 2019, pomwe chitetezo chanzeru, ma speaker anzeru, kuyatsa kwanzeru ndi zinthu zina zomwe zidatumizidwa limodzi.Chifukwa cha zovuta za mliriwu komanso zinthu zina zazikulu, 2020 ikuyembekezeka kukula ndi 3% pachaka, chomwe chizikhala chaka chofunikira kwambiri pakukula msika.Kuzindikira msika wakunyumba kwanzeru, AI ndi matekinoloje ena akadali pachiwopsezo, luso la ogwiritsa ntchito likuyenera kukonzedwa, chilengedwe chonse sichinapangidwebe.M'tsogolomu kutsika kwapang'onopang'ono kwa msika, mphamvu zopangira zinthu ndi chilengedwe chamtsogolo.

OLA Alliance idakhazikitsidwa kuti ilimbikitse kulumikizana kwanzeru kunyumba.Pa Disembala 1, Open Link Association (OLA Alliance) idakhazikitsidwa pamodzi ndi akatswiri 24, China Federation of Industrial Economics, Alibaba, Baidu, Haier, Huawei, JD, Xiaomi, China Telecom, China Institute of Information and Communication, China Mobile ndi mabungwe ena.OLA Alliance ikufuna kupereka masewera athunthu pazabwino zamakampani apanyumba pa intaneti ya zinthu, kupanga njira yolumikizirana yolumikizana ndi chilengedwe chamakampani pa intaneti ya Zinthu ndiukadaulo wotsogola womwe umagwirizana ndi zomwe makampani aku China, ndikutsegula ndi kulimbikitsa dziko.Malinga ndi dongosolo lazinthu za OLA Alliance, gulu loyamba lazinthu zotengera kulumikizidwa kwa OLA Alliance, kuphatikiza ma speaker anzeru, zipata, ma routers, ma air conditioners, magetsi anzeru, maginito a pakhomo, nsanja zamtambo ndi mapulogalamu, adzazindikira nsanja, Kugwirizana kwamitundu ndi mitundu yosiyanasiyana, zomwe zalimbikitsa kwambiri njira yopangira nyumba zanzeru ku China.
Kunyumba kwanzeru kuchokera kuzinthu zanzeru zamtundu umodzi kupita kumtunda wokhazikika.Kumayambiriro kwa chitukuko cha nyumba yanzeru, malo opangira mankhwala amodzi anali akuluakulu, Wi-Fi, APP ndi mtambo ndizo zida zitatu zokhazikika, ndipo oyankhula anzeru adakhala msika waukulu wagawo.Ndi zimphona zapaintaneti zapanyumba monga Ali ndi Xiaomi akulowa mfulu kwa onse, olankhula anzeru akulowa mumayendedwe otsika mtengo.Pakalipano, zochitika zapakhomo zimagawidwa, ndipo mitundu yosiyanasiyana ya zipangizo zanzeru ikuwonjezeka, zomwe zimabala mitundu yokhwima yanzeru monga kuunikira kwanzeru, makamera anzeru, masiwichi anzeru ndi zina zotero, ndikutsegula nthawi ya nyumba imodzi yanzeru. wanzeru zapanyumba yonse.M'tsogolomu, ndikupita patsogolo kofulumira kwa matekinoloje anayi ofunikira a Internet of Things, cloud computing, computing ya m'mphepete ndi luntha lochita kupanga, zida zambiri zidzakhala AloT, ndipo kugwirizana pakati pa pansi ndi mtambo kudzawonjezereka kwambiri.Pamaziko a kuchuluka kwa kutsika kwa data kwa ogwiritsa ntchito, kufunikira kopanga zithunzi zowunikira kudzazama.

Smart Home industry chain: kumtunda kwa hardware kumalimbikitsidwa, ndipo mpikisano wapakatikati ndi "madera atatu a dziko lapansi".

Kumtunda: Kumtunda kwa nyumba yanzeru kumagawidwa mu hardware ndi mapulogalamu.

Zida:Tchipisi zomwe zimafunikira panyumba yanzeru ndizofanana ndi tchipisi tambiri pa intaneti ya Zinthu.Pakali pano, katundu wokulirapo akadali kunja kwa dziko opanga tchipisi, monga Qualcomm, Nvidia, Intel, etc. Domestic Lexin Technology amaumirira pa AIoT Chip kafukufuku ndi chitukuko ndi luso, ndipo ndi mmodzi wa ogulitsa chachikulu m'munda wa Wi-Fi MCU. chips pa intaneti ya Zinthu.Mphamvu zolowa m'malo mwamphamvu komanso mpikisano wamsika wamsika.Pankhani ya wolamulira wanzeru, mabizinesi otsogola apakhomo ali ndi magawo a heertai ndi Topang.

Mapulogalamu: Cholinga cha pulogalamu ya catalysis ndi ukadaulo wolumikizirana opanda zingwe pa intaneti ya Zinthu.Mulingo wolumikizana wolumikizana wamakampani udzapangidwa pang'onopang'ono kuti nyumba yanzeru ikhale yowongoka nthawi iliyonse.Osewera akuluakulu apakhomo ndi Huawei ndi ZTE.Ukadaulo wamtambo umagwiritsidwa ntchito kwambiri m'nyumba zanzeru, ndipo matekinoloje anzeru zopanga monga kuzindikira makina ndi kuzindikira mawonekedwe akuwongoleranso luso logwiritsa ntchito nyumba yanzeru.Makampani opanga nyumba akuphatikiza BAT ndi Huawei.

Midstream: Smart home midstream imaphatikizapo opanga zida zanzeru ndi nsanja, pali mitundu itatu yamabizinesi omwe angachite nawo mpikisano.Mabizinesi azida zam'nyumba zachikhalidwe, monga Gree, Haier, Midea, ndi zina zambiri, akhazikitsa zida zanzeru zosiyanasiyana zapakhomo, ndipo potengera magulu olemera a zida zapakhomo zapakhomo, amagwirizana ndi othandizira mapulogalamu kuti apange nsanja yachilengedwe.Makampani aukadaulo wapaintaneti, monga BAT, Huawei ndi Xiaomi, akhazikitsa zachilengedwe zanzeru zakunyumba kudzera mwaubwino wawo waukadaulo.Mwachitsanzo, Xiaomi adagwiritsa ntchito njira ya "1 + 4 + N", yomwe imatenga mafoni a m'manja monga ma TV apakati komanso anzeru, oyankhula, ma routers ndi ma laputopu monga njira yopangira matrix opanga zinthu ndikukhazikitsa nsanja za IoT.Mabizinesi anzeru amagawidwa m'misasa iwiri.Imodzi imayang'ana kwambiri pamapangidwe azinthu zanzeru, monga Luka, ndipo ina imapereka mayankho, monga Oribo.

Mtsinje: Kutsikira kwa nyumba yanzeru ndi njira yogulitsira yomwe imagwiritsidwa ntchito ndi ogwiritsa ntchito, yomwe imazindikira malonda amtundu wonse mothandizidwa ndi malonda apaintaneti komanso osapezeka pa intaneti.Mitundu yakeyi ikuphatikiza: nsanja ya e-commerce, malonda a O2O, holo yanzeru yakunyumba, ndi zina zambiri.

4.4 Satellite Internet imaphatikizidwa muzomangamanga zatsopano, ndikuyambitsa kupanga kwakukulu

Satellite Internet idzagwirizanitsa magawo a digito, ndi ndalama zambiri za satellite zopitirira $ 30 biliyoni pofika 2024.Pa Epulo 20, 2020, intaneti ya satellite idasankhidwa koyamba kukhala "zomangamanga zatsopano".Mu 2019, kuchuluka kwa intaneti padziko lonse lapansi kunali 53.6%, ndipo pafupifupi theka la anthu padziko lapansi anali "opanda intaneti".Poyerekeza ndi malo oyambira pansi, satellite Internet ili ndi maubwino monga kufalikira, kutsika mtengo komanso kusaletsa mtunda, ndipo ndi imodzi mwamayankho ofunikira kuthetsa kugawanika kwa digito ndikupanga kulumikizana kwapadziko lonse lapansi.Pogwiritsa ntchito luso lamakono, ma satellites opita patsogolo pang'onopang'ono akulowa m'malo mwa ma satellites achikhalidwe.Ndalama zamakampani opanga ma satelayiti omwe amapeza ndalama zambiri zidatifikira $ 9.1 biliyoni mu 2019, ndikukula kwapawiri pafupifupi 30% pakati pa 2018 ndi 2024. Zomwe zimapeza ndalama ndi burodi, kulumikizana ndi mafoni, ndi malonda amakampani.

Njira yolumikizirana ndi ma satelayiti yakulitsidwa, ndipo msika wa c-end wakulitsidwa.Pakalipano, kupanga malo opangira masitepe ndi ntchito za satellite zimapanga 90% ya ndalama zamakampani a satana, ndipo ntchito za c-terminal burodibandi, ntchito zamagalimoto ndi zoyendetsa ndege zidzakhala gwero lalikulu la ndalama zapa satellite pa intaneti pofika chaka cha 2030. Pakalipano, kuyankhulana kwa satellite mafakitale ndi ukadaulo wazidziwitso zakhala zikusakanikirana pang'onopang'ono, ntchito zoyankhulirana zamtsogolo za satellite zidzapangidwa ndi chida chimodzi chomwe chikugwira ntchito kumunsi kwa mtengo wowonjezera, monga kupanga zodziwikiratu zomwe zimafunikira kulumikizidwa kwa netiweki, kuzindikira intaneti yazinthu zogwiritsa ntchito, ndi zina zambiri. ., kulumikizana konse kwa ogwiritsa ntchito C kuti apereke njira zoyankhulirana zabwino.

Mapulogalamu opitilira 10,000 a satelayiti amalizidwa, zomwe zikuwonetsa nthawi yakutukuka kofulumira kwa intaneti yaku China.Pofika pa Disembala 4, 2020, dziko la China linali litakhazikitsa ma satellite 75, omwe ali pamalo achiwiri padziko lonse lapansi, ndikumaliza gawo loyamba la projekiti yake yoyamba yamtambo ya intaneti ya Zinthu.Pa Seputembara 28, 2020, China idapereka mwalamulo kwa itu data ya orbit and frequency application network ya gulu lalikulu la nyenyezi loyenda pang'ono laku China, lomwe lili ndi ma satellites 12,992.Ndi kuwonjezeka kwa kuthekera kwa ma satelayiti angapo mu roketi imodzi komanso kutsika kwa mtengo wotsegulira, China ilowa mu nthawi yayikulu yokhazikitsa ma satelayiti mu 2021.

Chimodzi mwazofunikira kuti mumalize ntchito yayikulu ya satellite network ndikutera kwa fakitale yayikulu yopanga ma satelayiti. Pankhani yamabizinesi aboma, Shanghai Micro Satellite Engineering Center, yomangidwa pamodzi ndi Chinese Academy of Sciences ndi The City of Shanghai, ikukonzekera kumanga fakitale yaukadaulo ya satellite mgawo lachiwiri.Satellite ya Dongfanghong posachedwapa inagwirizana ndi Aihualu Robot kuti ipange makina opangira ma satelayiti ang'onoang'ono amalonda pogwiritsa ntchito maloboti anzeru.Pankhani yamabizinesi abizinesi, mafakitale a Satellite a Yinhe Aerospace, Nintian Microstar ndi Guoxing Aerospace akhazikitsidwa mwalamulo, ndipo chimphona chagalimoto cha Geely chayambanso kulowa nawo ntchito ya satana.

Kupeza ndalama zamabizinesi ang'onoang'ono kwayamba, ndipo kuthekera kokhazikika komanso kokhazikika ndikofunikira. Popeza ukadaulo wa Space X wobwezeretsa rocket wachepetsa kwambiri mtengo wotsegulira ndikuyambitsa bwino maulendo angapo a nyenyezi 60 pakuwombera kamodzi, ndalama zamalonda zamalonda zakwera kwambiri.Pofika pa Disembala 4, malinga ndi zomwe 36KR idatulutsa, nthawi zonse 14 zandalama zachitika mu gawo lazamalonda mu 2020, 8 mwa zomwe zikuphatikiza ndalama zoposa RMB 100 miliyoni.Pakati pawo, Changguang Satellite wamaliza RMB 2.464 biliyoni pre-IPO kuzungulira ndalama, Blue Arrow Space wamaliza RMB 1.3 biliyoni C+ kuzungulira ndalama.Pambuyo pa ndalamazo, kuwerengera kwa Galaxy Space kuli pafupifupi 8 biliyoni, kukhala bizinesi yoyamba ya unicorn pa intaneti ya satellite, ndipo likulu limayang'ana mutu.Poyerekeza ndi zimphona zakunja za Space X ndi OneWeb, makampani abizinesi aku China aku China akadali ndi kusiyana kwakukulu pakukhazikitsa, ndikuwulutsa kwa rocket kuwiri kokha mwa zinayi kopambana.Kukwaniritsidwa kwa bizinesi yotsekedwa ndiyo mfundo yofunika kwambiri pa chitukuko chokhazikika cha mabizinesi mtsogolomo, ndipo kukhazikika kokhazikika komanso kokhazikika koyambira ndiye mfundo yofunika kwambiri.Mu Novembala 2020, Xinghe-powered Ceres 1 idayikidwa bwino mu orbit, ndipo kuyesa kwamlengalenga kwa Blue Arrow kudachita bwino.Akuyembekezeka kupanga ndege yake yoyamba chaka chamawa.

Akuti mtengo wamakampani opanga ma satelayiti ku China udzafika pa 600-860 biliyoni muzaka zisanu ndi zinayi zikubwerazi.Malinga ndi The ITU, gulu la nyenyezi lomwe likufunsidwalo liyenera kuwulutsa theka la ma satelayiti ake mkati mwa zaka zisanu ndi chimodzi ndikukhazikitsa kwathunthu mkati mwa zisanu ndi zinayi.Chochitika chosasangalatsa ndichakuti 75% ya ma satelayiti adzakhazikitsidwa zaka zisanu ndi zinayi zikubwerazi, ndi ma satelayiti 2,450, ndipo chiyembekezo ndichakuti 100% ya ma satelayiti adzakhazikitsidwa, ndi ma satellite 3,500.Akuti zaka zisanu ndi zinayi zikubwerazi, mtengo wamakampani a satana ku China udzafika pa 600-860 biliyoni ya yuan.

Njira yazachuma ikuwonetsa kupanga koyamba, kenako ndikutembenukira kuzinthu zamabizinesi akutsika.Tikukhulupirira kuti pulogalamu ya Internet Satellite Constellation idzayamba ndi kupanga ndi kukhazikitsidwa kwa ma satelayiti, ndipo ma intaneti oyambirira akamaliza ntchito, kupanga zipangizo zapansi ndi ntchito za satellite zidzayamba.Mwayi wandalama zamakampani amayamba kugulitsa makampani opanga ma satelayiti ndi kukhazikitsa ma satelayiti, kenako pang'onopang'ono amatembenukira kumakampani omwe amatsika pansi monga zida zapansi, ntchito ya satellite ndi kugwiritsa ntchito satana.

Kupanga satellite: motsogozedwa ndi "gulu ladziko", mothandizidwa ndi mabungwe apadera.Pankhani yopanga ma satelayiti, mabizinesi aboma omwe akuimiridwa ndi mabizinesi amlengalenga ndi asitikali komanso National Defense Research Institute ali ndi mphamvu zambiri ndipo amatha kukwaniritsa ntchito zonse za satana kutumiza ndi kuyambitsa mishoni, kukhala ndi udindo waukulu.Makampani akuluakulu a boma pakupanga satellite ndi awa: 1) The Fifth Institute of Space Science and Technology, yomwe ikugwira ntchito yopititsa patsogolo luso la mlengalenga ndi mlengalenga, ndipo yapanga ndikuyambitsa ndege zoposa 200;2) China Satellite (kampani yolembedwa yoyendetsedwa ndi Fifth Academy of Aerospace Sciences), yokhala ndi masanjidwe angapo mumndandanda wamakampani opanga ma satelayiti ang'onoang'ono, kuphatikiza kachitidwe ka satellite pansi, kupanga zida zomaliza ndi ntchito ya satellite;3) Shanghai Academy of Space Technology, malo opangira kafukufuku ndi chitukuko cha ma satelayiti okhudzana ndi nyengo ndi ma satelayiti akutali ku China;4) Institute chachiwiri cha Azamlengalenga Sayansi ndi Makampani, mtsogoleri wa "Hongyun Project" yomanga, etc. Satellite kupanga mabizinezi wamba masiku asanu ndi anayi yaying'ono nyenyezi, Changguang Kanema, tianyi Research Institute, Guoyu Star, Qianxun udindo, yaying'ono nano nyenyezi ndi zina. zoyambira, mabizinesi abizinesi ndi osinthika, atha kugwiritsidwa ntchito ngati chowonjezera chothandizira mabizinesi aboma.

Kukhazikitsa kwa satellite:China Aerospace Science and Technology Corporation ndi China Aerospace Science and Industry Corporation ndi "magulu adziko" a roketi zonyamulira, ndipo mabizinesi azinsinsi adakwanitsa kukhazikitsa bwino.Azamlengalenga sayansi ndi luso gulu ndi zakuthambo sayansi ndi makampani gulu anatenga pafupifupi onse kunyamula moto m'dziko lathu Arrow ntchito yomanga, kuphatikizapo mlengalenga luso Corp., wautali march rocket mndandanda akhoza kukhala ang'onoang'ono kuti kulemera, olimba kuti madzi rocket injini, tandem chophimba sipekitiramu yonse, kuchokera ku mtundu wofananira mpaka kutumizira komwe kulipo kwakanthawi Konyamula roketi yadutsa chizindikiro cha 300;Maroketi a Casic's Pioneer ndi Kuaizhou ndi maroketi ang'onoang'ono, olimba omwe amangoyang'ana poyambira pansi.Pakati pamakampani omwe angokhazikitsidwa kumene, Star Glory, Blue Arrow space, Onespace ndi Lingke Space amaliza motsatizana ntchito zawo zoyambira kuyambira 2018. Pakali pano, roketi zapayekha zonse zili munthawi yakukula, ndipo ambiri aiwo ali munjira yachitukuko. kudumpha kuchokera ku roketi yolimba kupita ku roketi yamadzi.

Makampani opanga zida za satellite agawika, ndipo China Satcom ndiyomwe imayang'anira ntchito za satellite.Zida zapansi za satellite zimagawidwa m'magulu awiri: zida zapaintaneti zapansi ndi zida zogwiritsira ntchito.China Aerospace Science and Technology Corporation, China Satellite, Big Dipper Star, Hage Communications, China Haida ndi zina zotero akugwira nawo ntchito yomanga zida zapansi.Kampani yokhayo ya satellite ku China ndi China Satcom, yomwe imayang'anira msika wa satellite.Ena opanga mapulogalamu opangidwa ndi satellite akuphatikizapo Aerospace Hongtu, Hualichuangtong, Hypermap software, unistrong, etc.
5. Kuyendetsa mwanzeru: Nzeru ndi mwayi waukulu kwambiri, ndipo mwayi waukulu uli mu chain chain

5.1 Ndi kulowa kwa Huawei m'magalimoto anzeru, unyolo wamtengo wapatali wa mafakitale umayang'ana kukonzanso

Luntha ndi mwayi womwe sunachitikepo m'zaka 30 zikubwerazi.Luntha lagalimoto ndi chimodzi mwazinthu zofunikira kwambiri munthawi ya luntha.Makampani opanga magalimoto adzabwerezanso kusintha kuchokera ku makina ogwira ntchito kupita ku mafoni a m'manja, ndipo njira zogulitsira mafakitale ndi maunyolo amtengo wapatali zidzakonzedwanso.Pakadali pano, ukadaulo wa ICT ndi makampani amagalimoto akuchitika mwakuya kwa kulumikizana, makompyuta ndi luntha adzakhala malo atsopano owongolera makampani.Msika wamagalimoto achikhalidwe, pafupifupi kuwirikiza katatu kukula kwa mafoni a m'manja, ndiwopambana kwambiri.Pafupifupi mafoni a m'manja okwana 1.8 biliyoni atumizidwa padziko lonse lapansi ndipo msika wapadziko lonse ndi wofunika pafupifupi $500 biliyoni, malinga ndi IDC.Malinga ndi International Organisation of Automobile Manufacturers, magalimoto onyamula anthu padziko lonse lapansi mu 2019 anali mayunitsi 64.34 miliyoni, ndipo magalimoto onse omwe adatumizidwa anali mayunitsi 91.36 miliyoni.Kutengera mtengo wapakati wamagalimoto onyamula anthu okwana 200,000 yuan, msika wapadziko lonse lapansi wamagalimoto okwera okha wafika pafupifupi madola 1.8 thililiyoni.Msika wamagalimoto ndiwanzeru kwambiri kwa Huawei kuposa msika wama smartphone okwana $500 biliyoni.

Potengera nthawi, kuchuluka kwanzeru zamagalimoto kwasinthidwa mwachangu, ndipo makampani amagalimoto akusintha kuchoka pakupanga kwachikhalidwe kupita kuukadaulo.Malinga ndi China Automotive Research And Development Co., LTD., Mwa magalimoto atsopano 573 omwe akhazikitsidwa pakati pa Januware ndi Okutobala 2020, 239 adzakhala ndi ntchito yoyendetsa yokha ya L1, pomwe 249 idzakhala ndi ntchito yoyendetsa yokha ya L2.Kuyambira Januware mpaka Okutobala 2020, kuchuluka kwa ntchito zothandizira oyendetsa L1 ndi L2 kwafika kupitilira 40%, ndipo akuyembekezeka kukwera mtsogolo.

Kulowetsedwa kwa magetsi ndi magetsi kukuchulukirachulukira, pamene kuyendetsa mwanzeru kudakali koyambirira.Pakadali pano, ngakhale kuchuluka kwa magalimoto olumikizana ndi L1/L2 afika pafupifupi 30%, zomwe ndi zofanana ndi kuchuluka kwa mafoni apadziko lonse lapansi mu 2011, kuyendetsa mwanzeru padziko lonse lapansi kudakali koyambirira kwanzeru.M'tsogolomu, ndikugulitsa pang'onopang'ono kwa 5G-V2X, kutsetsereka kogwirizana kwa mapu ndi misewu, komanso kuwongolera kosalekeza kwa njinga zanzeru, kuyendetsa mwanzeru kudzalumpha pang'onopang'ono kuchokera ku L1/L2 kupita ku L3/L4 mpaka L5.

Kulowa kwa Huawei m'magalimoto anzeru panthawiyi ndi chisankho chosapeŵeka chomwe chimaphatikiza mphamvu zake komanso zimagwirizana ndi zomwe zikuchitika pamakampani.M'mbuyomu, ndalama zazikulu za Huawei m'mabizinesi atsopano nthawi zambiri zimakumana ndi zinthu ziwiri: choyamba, msika wawukulu;Chachiwiri, kuyambira nthawi, msika uli m'masiku oyambilira akusintha mwachangu.

Huawei posachedwa adatulutsa mtundu wathunthu wamagalimoto anzeru amtundu wa HI, ndipo mawonekedwe amtundu wapaintaneti wamagalimoto apangidwa kwathunthu. Pa Okutobala 30, 2020, Huawei adavumbulutsa HI (Huawei Intelligent Automotive Solution), mtundu wodziyimira pawokha wamagalimoto a Intelligent, pakukhazikitsa kwawo kwapachaka kwatsopano.HI full stack intelligent vehicle solution ikuphatikizapo 1 computing and communication architecture ndi 5 anzeru machitidwe, kuyendetsa mwanzeru, cockpit wanzeru, magetsi anzeru, intaneti yanzeru ndi mtambo wamagalimoto anzeru, komanso zida zonse zanzeru monga lidar, AR-HUD.HI a aligorivimu watsopano ndi opareshoni dongosolo kumaphatikizapo atatu kompyuta nsanja, wanzeru kuyendetsa kompyuta nsanja, wanzeru cockpit kompyuta nsanja ndi wanzeru galimoto kulamulira kompyuta nsanja, komanso atatu opaleshoni machitidwe AOS (wanzeru galimoto opaleshoni dongosolo), HOS (wanzeru cockpit opaleshoni dongosolo) ndi VOS. (njira yoyendetsera galimoto yanzeru).

1) Kamangidwe ka makompyuta ndi kulumikizana. Kutengera ntchito za zida zamagetsi zamagetsi, Huawei computing and communication architecture amagawidwa m'magawo atatu: kuyendetsa, cockpit, ndi kuwongolera magalimoto, ndipo amapereka mapulatifomu atatu apakompyuta ndi machitidwe ogwiritsira ntchito.Zomangamangazi zimathandizira opanga magalimoto azikhalidwe kufulumizitsa kayendetsedwe ka magalimoto ofotokozedwa ndi mapulogalamu ndikuzindikira mtundu watsopano wamabizinesi wokhala ndi zida zosinthika ndi mapulogalamu osinthika.

2) Machitidwe asanu anzeru.Huawei amathandizira ma netiweki amtundu wamtundu wamagalimoto, ndikupereka makina asanu anzeru.Kumapeto kumapereka kuyendetsa kwanzeru komanso mphamvu zamagetsi, kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe kake HiCar wanzeru cockpit system.

3) 30+ zigawo zanzeru.Pampikisano wachindunji ndi Tier1 yachikhalidwe, Huawei amakhala msika wokulirapo Mgawo wamagalimoto anzeru, kupereka mwachindunji zida zanzeru monga lidar ndi AR HUD kumabizinesi amagalimoto.

Pakadali pano, msika wapaintaneti wamagalimoto ndi kuyendetsa mwanzeru umayendetsedwa ndi zimphona zapadziko lonse za Tier1.Maonekedwe a Huawei ndikungoyang'ana paukadaulo wa ICT ndikukhala wothandizira wowonjezera, akuyang'anizana ndi 70% ya msika wowonjezera.M'kupita kwa nthawi, tikukhulupirira kuti Huawei akuyembekezeka kudzaza kusiyana kwapakhomo ndikukhala wothandizira wapadziko lonse wa Tier1 monga Bosch ndi Mainland China.

5.2 Kuyendetsa mwanzeru: yang'anani pamalingaliro + opangira zisankho, nsanja yamakompyuta ndi kukula kwa lidar mwamphamvu

Dongosolo loyendetsa mwanzeru ndiye gawo lofunikira kwambiri lagalimoto yanzeru yosiyana ndi galimoto yachikhalidwe, yomwe imatha kugawidwa m'magulu amalingaliro, wosanjikiza zisankho komanso wosanjikiza wamkulu.Pakadali pano, Huawei ali ndi mawonekedwe awo onse.Sensing layer (diso ndi khutu) : makamaka imaphatikizapo makamera, millimeter-wave radar, lidar ndi masensa ena kuti azindikire momwe chilengedwe chimakhalira.Kupanga zisankho (ubongo) : kuphatikiza tchipisi ndi mapulaneti apakompyuta, omwe ali ndi udindo wokonza zidziwitso, ndikutengera chidziwitso cholosera, kuweruza, ndi kupereka malangizo.Executive wosanjikiza (manja ndi mapazi: kuphatikizapo braking, chiwongolero, etc., ndi udindo apereke malangizo ndi kuchita zinthu monga braking, chiwongolero, kusintha kanjira, etc. The incremental components msika wobweretsedwa ndi galimoto wanzeru ali makamaka mu kuzindikira wosanjikiza ndi Chisankho, pomwe gawo la Executive liri zambiri zokhudzana ndi kukweza ndi kusintha.

Tikuyerekeza kuti malo owonjezera oyendetsa mwanzeru (kuzindikira ndi kupanga zisankho) pamsika wamagalimoto onyamula anthu aku China adzafika 220.8 biliyoni pofika 2025 ndi yuan biliyoni 500 pofika 2030. Pakati pawo, mtengo wopangira zisankho ndiwokwera kwambiri, kuwerengera kuposa 50%.Pankhani ya kukula, nsanja yamakompyuta ndi lidar zili ndi kukula bwino kwambiri, ndikukula kwapawiri kuposa 30% mzaka khumi zikubwerazi.

Mwayi wandalama: Kukula kwamphamvu kwambiri pazaka khumi zikubwerazi kudzakhala pamapulatifomu apakompyuta, makamera am'galimoto ndi makamera amgalimoto, kuyang'ana kwambiri kutengera komwe kumapezeka komanso mwayi wapadziko lonse lapansi.

Huawei ali ndi maubwino amphamvu a hardware ndi makompyuta pamagalimoto oyendetsa mwanzeru, ndipo kutenga nawo mbali mwamphamvu kumathandizira kufulumizitsa njira yamalonda yamakampani onse.Pankhani yoyang'ana mawonekedwe monga kamera, makampani angapo omwe akupikisana padziko lonse lapansi atulukira ku China, monga Sunny Optics, Howe Technology, ndi zina zotero, zomwe zidzapindule ndikukula kwa msika wonse wamagalimoto.Pakapita nthawi, nsanja za lidar ndi computing zimakhala ndi chiyembekezo chakukula kwambiri pazaka zikubwerazi za 10, ndipo pamene mpikisano udakali wakhanda ndipo malowa sali okhazikika, chidwi chikhoza kuikidwa pa makampani oyambirira ogulitsa malonda omwe ali ndi woyamba kusuntha. mwayi komanso kuthekera kokulirakulira padziko lonse lapansi.

Kampani yayikulu mumakampani am'nyumba

Kamera yapabwalo: Sainty Optics (magalasi owonera), Weil Holdings (sensa yazithunzi)

Lidar: Lasai Technology, Radium God Intelligence, Sagittarius juchuang

Pulogalamu yamakompyuta: Huawei, Horizon Line Control: Beteli

5.3 Smart Cockpit: Dongosolo la infotainment yamagalimoto ndiye pachimake, kuyang'ana kwambiri ogulitsa omwe ali ndi mwayi wampikisano pazida zoyambira, makina ogwiritsira ntchito/mapulogalamu
Luntha lidzasinthiratu mtundu wamalonda wachikhalidwe, kugulitsa magalimoto sikudzakhalanso mapeto a kukwaniritsidwa kwamtengo wapatali koma malo atsopano oyambira.Cockpit ndiye likulu la mgwirizano wanzeru pakati pa anthu ndi magalimoto.Pazochitika zonse za anthu, galimoto ndi nyumba, zochitika zosasinthasintha za zochitika zambiri ndizo chinsinsi cha cockpit wanzeru.

Tikukhulupirira kuti cockpit wanzeru ndiye ntchito yokhwima kwambiri pakuyendetsa mwanzeru,ndipo kukula kwa msika kukuyembekezeka kufika 100 biliyoni yuan pofika 2025 ndi 152.7 biliyoni yuan pofika 2030. Pakati pawo, machitidwe osangalatsa a galimoto amawerengera 60% kapena kuposa. Ma hardware ndi mapulogalamu a cockpit anzeru ayamba kusiyanitsa.Mtengo wa hardware monga chophimba umatsika ndi kukhwima kwa luso la uinjiniya, ndipo mtengo wa zosangalatsa zamagalimoto ndi mapulogalamu ena ukuwonjezeka ndi ntchito zambiri.Ndalama zamtsogolo zikuyenera kuyang'ana pa ogulitsa Tier 1 omwe ali ndi maubwino ophatikizika ndi mwayi wampikisano mu zida zoyambira, makina ogwiritsira ntchito/mapulogalamu.

M'munda wa cockpit wanzeru, oems, chikhalidwe cha Tier1 ndi zimphona za intaneti zikuyandikira ophatikiza a Tier0.5 system.Mchitidwe wamtsogolo ndi kuphatikizika kwamitundu yambiri ndi kutsegulira, ndipo mtengowo umasamutsidwa pang'onopang'ono ku mapulogalamu / algorithm, kugwiritsa ntchito ndi ntchito.Zomwe zikuyang'ana pakali pano zili pa ogulitsa a Tier 1 omwe ali ndi maubwino ophatikizika komanso mwayi wampikisano mu hardware yayikulu ndi makina ogwiritsira ntchito/mapulogalamu.

Kampani yayikulu mumakampani am'nyumba

Makina ogwiritsira ntchito: Huawei, Ali, Zhongke Chuangda

Supcon multimedia host system integrators: Desai Xiwei, Huayang Group, Hangsheng Electronics

Zosangalatsa zamagalimoto: Baidu, Ali, Tencent, Huawei

Onetsani (HUD/ dashboard/screen control chapakati) : Desai Xiwei, Gulu la Huayang, Zejing Electronics

Opanga Chip: Huawei, Horizon, Allumbition Technology

5.4 Magetsi anzeru: chiwopsezo cholowera chimakwera kwambiri poyendetsa mfundo.Alangizidwa kuti asamale za mwayi woyika ndalama pamakampani omwe akuchulukirachulukira pamsika monga kuthamangitsa mulu ndi mphamvu yamagalimoto yama semi-conductor.

"Magesi atatu" ndiye gawo lalikulu la magalimoto amagetsi atsopano kuti asiyanitse magalimoto amtundu wamafuta.Tikuneneratu kuti kukula kwa msika wamagalimoto onyamula anthu aku China "magetsi atatu" kudzafika 95.7 biliyoni mu 2020, yuan 268.5 biliyoni mu 2025 ndi 617.9 biliyoni mu 2030, ndikukula kwapawiri kuposa 20% mu 2020-2030.

Tikulangizidwa kuti zisamalire mwayi wopeza ndalama pakukulitsa msika wamsika, monga mulu wolipiritsa ndi semiconductor yamagetsi yamagalimoto.

Timakhulupirira kuti kufunikira kwa kachulukidwe kamphamvu kwambiri komanso kulumikizana kosatha kwa maginito pamagalimoto amagetsi kumalimbikitsa makina oyendetsa magetsi kuti agwirizane kwambiri, kufunikira kwa zida zamagetsi za IGBT ndi silicon carbide kukukulirakulira, ndipo zida zamagetsi zophatikizidwa kwambiri zimalimbikitsa kukweza kwa kuziziritsa. dongosolo.Kuphatikiza pa mabatire, Huawei ali ndi mawonekedwe ozama pamalumikizidwe onse amagetsi anzeru, ngakhale makampani apakhomo ndi ogwirizana amapanga mgwirizano wampikisano, koma koyambirira kwa chitukuko chamakampani, msika uli kutali kwambiri, osunga ndalama ayenera kulipira. tcheru kwambiri pakuwonjezeka kwachangu kwa mwayi wolowa m'makampani.

Kampani yayikulu mumakampani am'nyumba

Mulu wolipira: Telai Electric batire: Ningde Times, BYD

IGBT: Wowongolera nyenyezi theka, BYD

Silicon carbide: Shandong Tianyue, SAN 'photoelectric

Kuwongolera kwamafuta: Kuwongolera mwanzeru kwa Sanhua

5.5 Intelligent Network: Zomwe zikuchitika pakuyika patsogolo kwa intaneti ya Magalimoto, gawo ndi T-box kwamakampani ang'onoang'ono ndi apakatikati atha kudutsa.

Timakhulupirira kuti gawo la pa bolodi, gawo lachipata ndi T-box ndizo zigawo zazikulu za galimoto kuti zizindikire ntchito yolumikizirana pa bolodi.Malinga ndi mawerengedwe, mtengo danga la Chinese okwera magalimoto msika kwa njinga Intaneti Intaneti adzafika 27.6 biliyoni yuan mu 2025 ndi yuan biliyoni 40,8 mu 2030. Pakati pawo, galimoto gawo ndi galimoto T-bokosi zaka 10 pawiri kukula kwa 10 %.

Mwayi Wogulitsa: Chips akadali masewera a anyamata akuluakulu, ma mods ndi ma T-box amapangitsa kuti makampani ang'onoang'ono atuluke.

Chips akadali masewera a anyamata akuluakulu, ndipo pali malo oti osewera ang'onoang'ono athyole mu mods ndi T-box.Pankhani ya tchipisi cholumikizirana ndi ma module, zimphona zachikhalidwe zama chip monga Qualcomm ndi Huawei akadali osewera akulu.Chotchinga cha mpikisano wa chip ndichokwera, mphotho ndi yowolowa manja kwambiri, chimphonacho chidzayang'anabe pa chip kwa nthawi yayitali, gawo la chip lidzakhala lodzigwiritsa ntchito kapena kupereka makasitomala apamwamba kwambiri.Chifukwa chake, pali mwayi woti opanga ma chip achikhalidwe azituluka m'mundawu.

Kampani yayikulu mumakampani am'nyumba

Communication module: kulumikizana kutali, kulumikizana kwakukulu

T-box: Huawei, Desai Ciwei, Gao Xinxing

5.6 Utumiki wamtambo wagalimoto: Chiyembekezo cha ntchito yamtambo yamagalimoto ndi yayikulu.Ndi ntchito yodzaza, Huawei akuyembekezeka kugwira ntchito

Huawei wachedwa kwambiri pantchito zamagalimoto zamagalimoto.Imapereka makamaka maulendo anayi owonjezera amtambo wamagalimoto, omwe ndi kuyendetsa pawokha, mapu olondola kwambiri, intaneti ya Magalimoto ndi V2X.M'tsogolomu, akuyembekezeka kutsogolera pamtambo wamitundu yambiri komanso wosakanizidwa wokhala ndi zabwino zonse zomaliza mpaka kumapeto.

Zimphona zamakono zapakhomo ndi zakunja zikulowa muutumiki wamtambo wamagalimoto, mitambo yambiri, mtambo wosakanizidwa ndi zochitika zina, zaka khumi zikubwerazi pali malo akuluakulu a kukula, ogwira nawo ntchito amakampani akuyembekezeredwa kuti akwaniritse kukula kofanana ndi ntchito yamtambo yamoto ya Huawei.Tikulangizidwa kuti timvetsetse mwayi wochita nawo bizinesi ya Huawei Cloud service chain kuchokera ku zomangamanga, deta mpaka kugwiritsa ntchito ndi ntchito molingana ndi kusamutsa kwa unyolo wamtengo wapatali.

Kampani yayikulu mumakampani am'nyumba

Othandizana nawo a ICT: GDS, IHUalu, China Software International, Digital China, etc.

Othandizira mawu anzeru: IFlytek, etc.

Othandizana nawo mapu olondola kwambiri: mapu amitundu inayi atsopano, ndi zina zotero.

Othandizana nawo a Internet of Vehicles: Shanghai Botai, etc.

Othandizana nawo pamagalimoto: Bilibili, Ulendo womwewo, Deep Love mverani, Gedou, ndi zina zambiri.

5.7 Mwayi woyika ndalama pa intaneti kwa eni magalimoto anzeru

"Anzeru" ndiye liwu lofunikira komanso mzere waukulu wandalama zathu munthawi yamagalimoto anzeru.Pafupi ndi mzere waukulu wanzeru, timakhulupirira kuti kuchuluka kwa ndalama zamagalimoto anzeru kumafunika kugwira mafunde atatu.

Woweyula woyamba, chain chain.Tili ndi chiyembekezo chakukwera kwamakampani aku China panthawi yamagalimoto anzeru, ndipo titha kumvetsetsa mwayi wopeza ndalama kuchokera kumagulu atatu.Choyamba, mwayi wotukuka padziko lonse lapansi.M'magawo ena monga mabatire, makamera, ma module a netiweki ndi zida zoyankhulirana zamagalimoto, makampani otsogola apanyumba amatha kukulitsa padziko lonse lapansi.Mukangolowa pagulu lapadziko lonse lapansi la OEM, sikelo imatha kukulitsidwa mwachangu.Chachiwiri ndi kukhazikitsidwa kwa m'malo mwa mwayi, m'magawo ena monga galimoto IGBT, MCU, millimeter-wave radar, kasamalidwe ka kutentha, kuwongolera ndi waya, ndi zina zotero, makampani ena apakhomo kupyolera mwa kubwereza ndi kukweza akuyembekezeka kuwononga pang'onopang'ono gawo la msika la m'malo mwa zimphona zakunja mtsogolo.Chachitatu, mwayi wa shuffle latsopano dera, mu zigawo zina monga kompyuta nsanja, lidar, mkulu-mwatsatanetsatane mapu, silicon carbide zipangizo mphamvu, malowedwe ndi kugwiritsa ntchito luso latsopano wangoyamba kumene, ndi kusintha kwa odziimira mtundu galimoto mabizinezi ndi kukwera kwamphamvu zatsopano pakupanga magalimoto apanyumba, akuyembekezeka kupanga gawo latsopano la mtsogoleri wapadziko lonse lapansi.

Mafunde achiwiri: oems ndi autonomous driving solution providers. Magalimoto anzeru amapereka mwayi kwa makampani amagalimoto aku China kuti asinthe njira ndikudutsa magalimoto.Makampani omwe amalephera kutengera machitidwe a magalimoto anzeru adzathetsedwa.Kusamvana uku kwangoyamba kumene, ndipo kwatsala pang'ono kuweruza wopambana.Titha kuwona chidziwitso pamene kuchuluka kwa magalimoto atsopano amphamvu ku China kufika 20% mu 2025. OEMS idzagawidwa m'misasa iwiri.Zambiri mwazinthu zatsopano ndi ena mwa opanga azikhalidwe azisankha njira yophatikizira yoyima ndikukhazikitsa pulogalamu yayikulu ndi zida zina pawokha.Opanga magalimoto ambiri azikhalidwe azipereka luso lopanga ndi kuphatikiza, ndikugwira ntchito limodzi ndi zimphona za ICT monga Huawei ndi Waymo omwe amadziwa ukadaulo wodziyimira pawokha.Omwe akubwera ndi opereka mayankho oyendetsa okha, omwe atenga phindu lalikulu lamakampani, adzakhala opambana kwambiri pamafundewa.

Yachitatu yoweyula, ntchito ndi ntchito.Ndi kutchuka kwa zomangamanga zamagalimoto ndi misewu komanso kuwongolera kwanzeru zama njinga, msika wamalonda wa L4 wamagalimoto onyamula anthu, ntchito ya Robotaxi ikuyamba kugwira ntchito, ndipo ntchito ndi ntchito zozikidwa pamayendedwe odziyimira pawokha zimayamba kuphulika.Othandizira odziyendetsa okha, makampani oyendetsa magalimoto, ndi intaneti yam'manja yamagalimoto ogwiritsira ntchito magalimoto ndi othandizira papulatifomu adzakhala gawo lachitatu lazachuma.

Tili ndi chiyembekezo kuti Huawei akuyembekezeka kudzaza kusiyana kwapanyumba ndikukhala wogulitsa watsopano wa ICT Tier1 wa $ 50 biliyoni limodzi ndi Bosch ndi China Mainland. Kuphatikiza pa maulalo angapo monga kupanga magalimoto, batire, radar ya ultrasonic, makina opangira infotainment ndi zida zina zotsika mtengo, Huawei ali ndi mawonekedwe pafupifupi maulalo onse oyendetsa mwanzeru.

Tikukhulupirira kuti kutenga nawo gawo kwa Huawei kudzalimbikitsa kupititsa patsogolo kwamakampani aku China oyendetsa mwanzeru, anzeru akuyendetsa makampani mumgwirizano wautali, makampani ogwirizana akuyembekezeka kukhala oyamba kupindula.Monga oEMS changan, Baic mphamvu yatsopano, batire yotsogolera nthawi za Ningde, opanga mapu olondola kwambiri, monga mapu atsopano amitundu inayi.

Kwa magawo omwe Huawei adalowa kapena akuyala, monga lidar, pulatifomu yamakompyuta, IGBT ndi magawo ena, chifukwa chakulowa kwamakampani otsika kapena malowa angoyamba kumene, malo amsika a TAM ndi akulu mokwanira, ndi makampani ena omwe adayika. kunja m'madera awa akadali ndi mwayi waukulu ndalama.Nthawi zambiri, poganizira kuti kulowa kwa Huawei m'munda wamagalimoto anzeru akadali pagawo loyambirira, pali kusatsimikizika kwakukulu kwa omwe angapindule ndi ma chain chain abwenzi komanso momwe angapindulire, komanso kutsatira mosalekeza kwamphamvu kumafunika mu m'tsogolo.

Huawei amayang'ana kwambiri kuyendetsa bwino, cockpit wanzeru, network yanzeru, magetsi anzeru, ndi ntchito zamtambo zamagalimoto, zomwenso ndi misika yofunikira kwambiri yobweretsedwa ndi magalimoto anzeru mtsogolo.Tikuyerekeza kuti kukula kwa msika wamsika wamagalimoto onyamula anthu aku China kudzakula kuchoka pa 200 biliyoni mu 2020 kufika pa 1.8 thililiyoni mu 2030, ndikukula kwazaka 10 ndi 25%.Mtengo wapakati wa njinga zomwe zimabwera chifukwa cholumikizana mwanzeru zikwera kuchoka pa 10,000 yuan kufika pa 70,000 yuan. Kuchokera pamalingaliro apangidwe, magetsi anzeru amtsogolo, oyendetsa mwanzeru, ntchito zamtambo zamagalimoto zidzawerengera zoposa 90%.Pakali pano, gawo lalikulu la magetsi anzeru kuposa 45%, kuyendetsa mwanzeru kudzakhala mu mphamvu yapakati, mtengo wa 2025 umakhala pafupifupi 31%.Pakadali pano, mtengo wamsika wamagalimoto amtundu wamagalimoto sunawonekere, ndipo akuyembekezeka kuwerengera 12% pofika 2025 ndi 30% pofika 2030.

Pakati pa magawo asanu omwe tawatchula pamwambapa, amalonda akulangizidwa kuti ayang'ane pazigawo zomwe zili ndi malo akuluakulu owonjezera komanso mtengo wapamwamba wa njinga, monga batri, lidar, computing platform, IGBT, mapu ndi mapulogalamu othandizira mapulogalamu, ndi module network network.

Makampani oyendetsa galimoto padziko lonse lapansi ali munthawi yakukula kwambiri.Kugawa kwamtengo wamakampani kumasuntha kuchoka ku supplychain kupita kwa opanga mayankho anzeru, ma oems, ndi misika yogwiritsira ntchito ndi ntchito.Amalangizidwa kuti aziyang'ana pa izi:
Kuyendetsa mwanzeru: Sainty Optics/Weil (kamera yagalimoto), Hexai Technology/Radium Intelligence/Sagitar Juchuang (liDAR), Huawei/Horizon (pulatifomu yamakompyuta), Bethel (kuwongolera mizere)

Smart cockpit: huawei/ali/kechuang (operating system), huawei/horizon/chi technology (chip) intelligent electric: ningde age/byd (batri), mpaka theka la kalozera/byd (IGBT), shandong days yue/tatu AnGuang magetsi (sic ), maluwa atatu anzeru zowongolera (kuwongolera kutentha), (kuyitana) milu yothamangitsa yanzeru yopangidwa: Yuyuan/Fibocom (module yolumikizirana), Huawei/Desesiwei/Gao Xinxing (T-Box)

Vehicle Cloud Services: GDS/China Software International (ICT infrastructure partner), 4d Map New (High Precision Map)

Zolinga zisanu ndi chimodzi

5G: China Mobile/China Telecom/China Unicom (operator), ZTE (chida chachikulu wogulitsa), Zhongji Xuchuang/Xinyisheng (optical module), Shijia Photon (optical chip), DreamNet Group (5G news)

Cloud Computing: Jinshan Cloud (IaaS), WANGUO Data/Baoxin Software/Halo New Network (IDC), Inspr Information (server), Kingdee International/User Network (SaaS)
Intaneti Yazinthu: Kulumikizana kwa Yuyuan/Fibocom (module), Huweiwei Communication (terminal), Heertai/Topone (Smart Home), Hongsoft Technology (AIoT), China Satellite/Haig Communication/China Satcom/Hainengda (Satellite Internet of Things)

Magalimoto anzeru: Horizon (pulatifomu yamakompyuta), Sun-Yu Optics (optical perception), Hexai Technology (lidar), Star Semi-guidance (IGBT), Zhongke Chuangda (operating system), Desai Xiwei (cockpit wanzeru)

Zisanu ndi ziwiri.nsonga zowopsa
Chitsanzo chodziwika bwino cha bizinesi sichinapangidwebe ku bizinesi ya 5G 2C, ndipo zidzatenga zaka 2-3 kuti makampani apititse patsogolo ntchito yake, ndipo kufunitsitsa kwa ogwira ntchito kugwiritsa ntchito ndalama za 5G kungakhale kochepa kuposa momwe amayembekezera;
Kukula kwa ndalama zogwiritsira ntchito ndalama za ICP kukucheperachepera, ndipo chitukuko cha bizinesi yamtambo ya anthu sichingakwaniritse zoyembekeza;Kupita patsogolo kwa mabizinesi pamtambo sikomwe kumayembekezeredwa, mpikisano wamakampani ukukulirakulira, ndipo ndalama zabizinesi za IT zimachepetsedwa kwambiri;
Kusintha kwa mapulogalamu ndikocheperako kuposa momwe amayembekezera;Chiwerengero cha maulumikizidwe a intaneti ya Zinthu (iot) sichikukula momwe amayembekezeredwa, ndipo unyolo wa mafakitale ukutsalira;
Makampani oyendetsa mwanzeru sakukula momwe amayembekezeredwa;
Zowopsa zakukulitsa mikangano yamalonda pakati pa China ndi United States.