nhau

5G investimendi yakasuduruka kubva pakudyara-inofambiswa nekudyara kune inofambiswa nevatengi, ichitarisa kune vanoshanda, main midziyo vanopa, optical communication uye RCS uye zvimwe zvikamu zvemikana yekudyara.Zvinotarisirwa kuti huwandu hwekuvaka kwe5G mugore re21st huchava pakati pemamiriyoni e1 nemamiriyoni e1.1, uye mari yegore negore yevashandi vatatu vakuru + redhiyo uye terevhizheni inotarisirwa kunge inenge 400 mabhiriyoni yuan.Iwo matatu makuru anoshanda anotarisirwa kubuda kubva panguva yekumanikidza yekuchinjana kwemarudzi, uye vari mukuora mwoyo kwepasi rose kubva pakutarisisa kwemaonero.Mutengesi mukuru wemidziyo ichiri iyo yakasarudzika yekudyara tarisiro ye5G parizvino.Zvinokurudzirwa kuterera kune yedhijitari optical module uye optical chip mutungamiri pasi pekuenderera kwehupfumi hwepamusoro hwemusika wekutaurirana.5G zvikumbiro uye maseva achiri munguva yekurera.Isu tichateerera kumikana yekudyara yeRCS ecological service provider yakaunzwa nekutengesa kwakazara kwe5G mameseji.

21 China yegore computing musika ichiri gore hombe, ine tarisiro nezve cloud infrastructure uye SaaS mikana yekudyara.

1) IaaS: Vatengesi vemakore makuru vanoramba vachiwedzera kushandiswa kwemari, neFAMGA's YoY 29% uye BAT's YoY 47% mu q3 2020. Zvinokurudzirwa kubhadhara misoro yeIaaS vatengesi uye vatengesi vekukura vane kusiyana kwakasiyana.

2) IDC: The OVERALL IDC musika muChina ichiri munguva yekukurumidza kukura, uye iyo CAGR inotarisirwa kunge iri 30% mumakore matatu anotevera.Scale yekuwedzera ichiri nzira yakakosha yekuti vagadziri veIDC vakure.Zvinokurudzirwa kuterera kune wechitatu-bato IDC vatungamiriri mumaguta ekutanga-tier ane zviwanikwa zvekushandisa.

3) Server: Mushure mekugadziriswa kwenguva pfupi kweiyo H2 muna 2020, Q1 muna 2021 inotarisirwa kuunza muIndia chirimo uye kuchengetedza yakakwira mwero webudiriro gore rese.

4) SaaS: China bhizinesi-level SaaS vagadziri vari munguva yakaoma yekuchinja.Vanotungamira vanogadzira vanotyora nepakati pevatengi vepamusoro kuburikidza neyakagadzirirwa kuvandudza, uye kuwedzera kune vatengi vepakati, uye kuvhura TAM kuunza purofiti uye kukosha kwekuvandudza.

Dzidzo yemusika wemumba yeSaaS yakura, tekinoroji inochengeterwa, kudiwa kwedzimwe dzimba uye kutsigirwa kwepolicy iripo.

Iyo Internet yezvinhu kune indasitiri kumhara, tarisa pane yakachinjika mitatu yakatwasuka yekudyara mikana.Pasi pekatatu resonance yeyakajairwa kubatana, kubatanidza tekinoroji uye hofori ichipinda muhofisi, iyo Internet yeZvinhu inoswedera kune indasitiri inomhara kubva kune iyo pfungwa hunhu uye kurongeka kwemitemo.Makore mashanu anotevera achave makore mashanu eInternet yezvinhu kuwedzera kubatana.Yekutanga kubatsirwa inzwa, chip, module, MCU, terminal uye vamwe vagadziri vehardware, chikuva uye sevhisi kukosha kwekudzikinura kutenderera kunononoka.Muchikamu chekushandisa, tarisa pamotokari yakabatana netiweki, imba yakangwara, setiraiti Internet uye kumwe kugadzika kwenzvimbo hombe yechikamu, neindasitiri inoziva sei, chiyero chekubatanidza uye ruzivo rwehungwaru hwevatambi vanova mukundi mukuru.

"Intelligence" ndiyo inonyanya kukosha muchikamu chemotokari dzakangwara, uye mukana mukuru uri mukutengesa keni. Isu tinofungidzira kuti huwandu hwese hwemusika weChina wekuwedzera wemotokari dzevatakuri huchakura kubva pamabhiriyoni mazana maviri eyuan muna 2020 kusvika pa1.8 trillion yuan muna 2030, nekukura kwechikamu che25%.Avhareji yekuwedzera kwemabhasikoro akaunzwa nenjere yakwira kubva pa10,000 yuan kusvika pa70,000 yuan.Kutenderedza mutsara mukuru wehungwaru, isu tinotenda kuti isu tinofanirwa kubata masaisai matatu kubva pakugovera cheni kuenda kuOEMS kune maapplication nemasevhisi.Mune yekutanga wave, isu tine tarisiro pamusoro pekusimuka kweChina chekugovera cheni munguva yehungwaru hwemotokari.Isu tinokurudzira kuti kubva pamativi matatu ekuwedzera kwepasirese, kutsiva kwenzvimbo uye kutsva kwedunhu, tarisa kune yakakamurwa dunhu ine nzvimbo yakakura yekuwedzera uye yakakwirira kukosha kwebhasikoro, iyo yakagadzira indasitiri mutungamiri wezvipingamupinyi zvemakwikwi.

1.kupora uye maonero

Musika we5G uri kusimuka kubva muindasitiri yemidziyo kuenda kune iri kubuda ICT indasitiri.Iko mari muchikamu chekutaurirana muna 2020 izere nematambudziko.Kukurukurirana (Shen wan) index yakawira 8.33%, kuderera kwepamberi yeplate yose.Kune rumwe rutivi, kurwisana kwakasimba kwekutengeserana pakati peChina neUnited States uye kuvandudzwa kwehuawei embargo kwakagadzira imwe dzvinyiriro pandiro;Kune rumwe rutivi, nekutengeserana kwe5G, misika yakagadzirisa zvimwe zvinotarisirwa zvikuru zvakaumbwa mumakore maviri apfuura.

Kunyange zvakadaro, tinoona zvimwe zvikamu zvichiita zvakanaka. Mauto akakosha kutaurirana, antenna radio frequency, Internet yezvinhu yakawedzera neinopfuura 20%;Optical modules uye zvikamu, satellite kutaurirana uye kufamba, cloud computing yakawedzera neanopfuura 40%;Cloud vhidhiyo yakakwira kunyange kupfuura 100%, yakakwira 171% yegore.Kubva pachinzvimbo, chinzvimbo chiripo chemasangano ekutaurirana chiri padanho rekare rakaderera.

Munguva ye3G, chiyero chekugovanisa cheShenwan Communication institution chiri pakati pe4% -5%, uye munguva ye4G, chiyero chekugovana cheShenwan Communication institution chiri pakati pe3-4%, nepo data yazvino yeQ3 inoratidza kuti chiyero cheShenwan Communication masangano ingori 2.12%.

Isu tinotenda kuti zvese kupatsanurwa kwemusika weplate uye kuenderera kuderedzwa kwenzvimbo dzemasangano mundiro yekutaurirana kunoratidza chinangwa chekubatana kwekunze, kusiyanisa kwemukati uye kukosha kwekutengesa kweiyo indasitiri yekutaurirana.Kune rimwe divi, ICT uye maindasitiri echinyakare anogara achibatanidza, uye ICT yave hurongwa hwese maindasitiri, ichimhanyisa maitiro edhijitari emaindasitiri ese nemabhizinesi.

Kune rimwe divi, indasitiri yekukurukurirana yakatanga kupatsanurwa kuita zvikamu zviviri, "yekare" uye "itsva", inova yechinyakare yekutaurirana michina indasitiri cheni uye zvikamu zvitsva zvehupfumi zvakaita seInternet yezvinhu uye cloud computing."Chekare" chikamu chidimbu, "itsva" kukura zvishoma.Indasitiri yekugadzira michina yekukurukurirana yechinyakare inoratidza yakasimba cyclical, kushanda kwayo kunonyanya kukanganiswa nekushandiswa kwemari yevashandisi.

Panguva imwecheteyo, Indaneti yeZvinhu uye cloud computing, iyo inosiyaniswa zvishoma nezvishoma mumhizha yekukurukurirana, iri mukukurumidza kukura kwehupenyu hwavo uye hainyanyi kukanganiswa nekushanduka kwekuchinja kwekushandiswa kwemari yevashandi.Chikonzero chakakosha ndechekuti zvigadzirwa uye matekinoroji mune aya maindasitiri madiki anotanga kupararira uye kupinda kubva kuindasitiri yekukurukurirana kuenda kune mamwe maindasitiri, nekudaro kuvhura nzvimbo nyowani yemusika.

Kubva pane imwe nguva yakareba, kuongorora kutenderera kwe4G, nzvimbo dzepakati uye dzakadzika dzebhenefiti yeketani inobatsira zvakare, uye 5G kutenderera inotamiswa zvishoma nezvishoma kubva kune yemidziyo yevatengesi indasitiri ketani kuenda kuchizvarwa chitsva ICT indasitiri.4G yekudyara kutenderera ine kurongeka kuri pachena, vanogadzira network yekumusoro seGuomai Technology, antenna rf vagadziri vakaita saWuhan Fangu vakatungamira kusimuka, uyezve kuZTE, Fiberhome kutaurirana uye mamwe makuru emidziyo vanopa, uyezve kune yakadzika cloud computing, Internet. yezvinhu uye mamwe maapplication kubuda.Munguva ye5G, kugoverwa kwekukosha kweketani yeindasitiri kwakatamiswa kubva kune indasitiri yevashambadziri vemidziyo kuenda kuchizvarwa chitsva cheICT indasitiri.Mutungamiri weIDC Baoxin Software uye Internet yeZvinhu module mutungamiri Yuyuan Kukurukurirana vaona kuwedzera kukuru.

Panguva imwecheteyo, 2020 ichaona kukurumidza mukugadziriswazve kwepasi rose ICT yekugovera cheni nekuda kwekukanganisa kwedenda uye geopolitics.Sezvo nyika nematunhu zvinopindura kuparadzaniswa uye kukanganisa kwedenda, ICT industry chain, iyo yakagadzikana kwenguva yakareba munguva yakapfuura, yakamanikidzwa kugadzirisa.Kuvandudzwa kweindasitiri ye5G inobatanidzwa mune geopolitics, uye maitiro maviri e "de-C" anotungamirirwa nehurumende yeUnited States uye "de-A" inotungamirirwa nemakambani eChinese ari kufambidzana.

Tichitarisa kumberi, kubatanidzwa uye kusiyanisa kweindasitiri uye kuvakwazve kweketani yekugovera kuchaenderera mberi, uye remangwana rekukurukurirana ndiro richaramba riri musika wekugadzira.Kumbundikira mamwe maitiro eindasitiri uye kukura nemakambani makuru ndiyo nzira yakanakisa yekugadzirisa ekunze macro kusagadzikana.Nekuuya kwesarudzo dzeUS, kudzikamisa kwemaitiro makuru senge geopolitics pamusika we5G uye chikamu chezvekutaurirana chaderera, ukuwo meso indasitiri maitiro uye diki manejimendi ekambani yave simba rine simba rekuona mashandiro emangwana.Muna 2021, kufunga kwekudyara kwechikamu chekukurukurirana kuchachinja kubva kumusoro kuenda pasi kuenda kumusoro.Yakatarisana ne5G, cloud computing uye Internet yeZvinhu, tine tarisiro pamusoro pemikana yekudyara yemakambani anotungamira eICT ane kuderera kwakaderera uye kukura kwakanyanya muchikamu chega chega.

2. shanduko ye5G investimendi kubva kune opareta investimendi inotungamirwa kune mutengi kushandiswa kunofambiswa, inotarisa kune vanoshanda, vatengesi vemidziyo mikuru, kutaurirana kwemaziso uye mikana yekudyara RCS muzvikamu.
Isu tinoona 5G-themed investimendi ichishanduka mumafungu matatu.Iyo yekutanga wave inotungamirwa nekudyara kwevashandisi, ichitarisa pane maitiro uye shanduko yemaitiro ekushandisa capital capital;Yechipiri wave inofambiswa nekushandiswa kwevatengi, ichitarisa pakugovera kukosha kwekugovera kweanotungamira terminals uye ICP mabhizinesi;Iyo yechitatu wave yebhizinesi uye indasitiri yekudyara dhiraivha, tarisa kune hombe chidimbu indasitiri senge Internet, kugadzira, simba, simba uye mamwe maindasitiri kufambira mberi kwedhijitari uye inotungamira bhizinesi rekudyara maitiro.

Iyo yazvino 5G chikamu chiri mune yekutanga wave yekusimbisa mashandiro uye yechipiri wave ye theme shanduko yekudyara.Yekutanga mafungu emakambani ekudyara anofambiswa nemidziyo yekugovera musika wasimuka kubva pane zvinotarisirwa kuenda padanho rekuongorora, uye yechipiri wave yekushandiswa kwevatengi inofambiswa nekushandisa uye musika webasa watanga kubereka.

Isu tinotarisira kuti kufambira mberi kwekuvaka kwe5G hakufambire mberi nekukurumidza sezvakaita 4G era, asi icharamba ichienderera mberi zvine mwero.Zvinotarisirwa kuti kuvakwa kwegore negore kwe5G kuchava pakati pemamiriyoni e1 nemamiriyoni e1.Pakati pavo, makambani makuru matatu anotarisirwa kuvaka nhepfenyuro dzinosvika mazana manomwe ezviuru, uye nhepfenyuro neterevhizheni zvinotarisirwa kuvaka nhepfenyuro dzinosvika mazana matatu ezviuru kusvika mazana mana.Zvinotarisirwa kuti mari yekushandiswa kwevashandisi vakuru vatatu mumakore makumi maviri nerimwe icharamba ichikura zvine mwero pahwaro hwemakore makumi maviri, chiyero chekukura chinenge 10%, pamwe nekudyara kutsva kwemabhiriyoni makumi matatu eredhiyo neterevhizheni, iyo yakazara gore negore capital. mari ichashandiswa inosvika 400 bhiriyoni.

Tichitarisa kumberi kuna 2021, isu tine tarisiro pamusoro pekuita kwevashandisi, michina mikuru, kutaurirana kwemaziso uye zvimwe zvikamu gore rese.Zvichakadaro, isu tinokurudzira kuterera kumikana yekudyara muRCS, yekutanga yakakura-yekutengesa mamiriro e5G.

2.1 Tarisa pamikana yese yekudyara muchikamu chevashandi mumakore makumi maviri nerimwe

Mumakore makumi maviri nerimwe, vashandisi vanotarisirwa kubuda kubva panguva yekumanikidzwa kwekuchinja kwemarudzi.Tichitaura nezvenguva yekuchinja kwemarudzi e2G-3G uye 3G-4G, vashandi vanofanira kuwedzera mari inoshandiswa kuvandudza network.Zvichakadaro, kukura kwemasevhisi matsva kunoda imwe nguva yekurima uye 1-2 makore ekushanda switching nguva.Kuenzaniswa ne4G cycle, 5G yekutsvaga ichave yakadzikama, uye mari inoshandiswa yevashandi vatatu vakuru havazooni kukurumidza kukura kwe3 uye 4G nguva mumakore 21.Panyaya yeCapex / Revenue, iyo yepamusoro ndeye 41% ye3G uye 34% ye4G, uye isu tinotarisira kuti ichave yakapoteredza 27% ye21, ine mari yekushandiswa kwemari yakaderedzwa.

ARPU maitiro evatatu makuru anoshanda akatanga kudzikama uye kupora.Parizvino, 5G nharembozha yekupinda mwero yakapfuura 70%, 5G pasuru yekusimudzira yakatokurumidza kupfuura 4G, kunyangwe kana pasina muurayi 5G 2C bhizinesi munguva pfupi, ARPU kukosha kuderera kwakadzoserwa kumashure.

Panyaya yekukosha, maH-shares evashandisi vakuru vekuChina vari mukushungurudzika kwepasirese.Panyaya yePE, PB uye EV/EBITDA, maH-shares evatatu makuru anoshanda ari padanho rakaderera kana achienzaniswa nemamwe makuru makuru epasi rose.Isu tinotenda kuti danho richangoburwa neNYSE rekudzima maadR evatatu makuru maoperator richava nemhedzisiro shoma pamashandiro avo uye epakati - kusvika kunguva refu yekugovana mutengo wekuita.Parizvino, iwo matatu makuru anoshanda, kunyanya H mitengo yekugovana yakave isingakosheswe, vanoisa mari vanorayirwa kuti vashingaire kuronga.
2.2 Vatengesi vemidziyo mikuru vachiri ivo vanofarirwa maringe ne5G muna 2021
Kunyangwe zvirango zveHuawei zvabviswa kana kuti kwete, musika wepasi rose weZTE haushanduke.Bhizinesi reHuawei harizoratidzi njodzi huru yekudzima, musika wepasi rose usina waya unotarisirwa kukwira makumi mana muzana mumakore makumi maviri.Pasi pekufungidzira kuti embargo iripo kwenguva yakareba, chikamu chemusika chinodzokera zvishoma nezvishoma kusvika ku30% nekuda kwematambudziko ekupa chip.

Huawei's yakarasika yemusika mugove mhiri kwemakungwa ichave yakanyanya kuumbwa naNokia, ane musika mugove unotarisirwa kudzikama kunosvika makumi maviri nenomwe muzana mumakore matatu anotevera, uye Nokia.Musika weNokia unotarisirwa kudzika kusvika pazvikamu gumi neshanu kubva muzana nekuda kwekusaita zvakanaka muChina.

Tichitaura nezvenguva ye4G, isu tinotarisira kuti kusvetuka muSamsung's yepasirese isina waya musika mugove muchikamu chekutanga che5G kuvaka haina kusimba.Mushure megore ra2020, semugove wayo mukuru wemusika (South Korea, North America, nezvimwewo) zvishoma nezvishoma mumusika wepasi rose, chikamu chemusika chichakurumidza kudonha kusvika pa5%.Zte inotarisirwa kuve mutengesi mukuru wemidziyo nekuwedzera kumwe kukura kwemusika mumakore matatu anotevera.Kuvakwa kweChina kwe5G base station ikozvino kunoda kusvika makumi manomwe muzana emusika wepasi rose we5G.

Chikamu chemusika cheZte muChina chinotarisirwa kukura zvishoma nezvishoma mushure memakore makumi maviri nerimwe. Panguva imwecheteyo, isu tine tarisiro yekuti kambani ichawedzera chikamu chayo mushure mekunge misika yemhiri kwemakungwa 5G yawedzera zvishoma nezvishoma mumakore makumi maviri nerimwe, uye zvinotarisirwa kuti chikamu chemusika chepasi rose chekambani chichawedzera ne3-4PP gore rega rega mumakore matatu anotevera ( 21-23).Bullish kambani kuti ive iyo 5G nguva yepasi rose yemidziyo bhizinesi musika kugovera zvakare mubatsiri mukuru, vanoisa mari vanorayirwa kuti vateerere nesimba.

2.3 Musika wekutaurirana wemaziso unoramba uchikura.Inokurudzirwa kuterera kune yedhijitari yekukurukurirana optical module uye optical chip mutungamiri

Pasi pekunzwa kwe5G + data center kudiwa, isu tinotenda kuti musika wekutaurirana wemaziso ucharamba uchikwira mune ramangwana, uye musika wepasi rose optical module unotarisirwa kukura pamwero wekukura kweanopfuura 15% mumakore 21-22. .

Kukura kwemamodule optical mumusika wenharembozha kuchave kwakadzikama, uye iyo huru increment ichiri kuuya kubva kumusika wedhata.400G optical modules inotarisirwa kukurumidza kutangwa mumakore matatu anotevera.Zvinoenderana ne100G nzira, iyo inotumirwa inotarisirwa kupetwa zvakapetwa kaviri mumakore 21-22.Zvinokurudzirwa kutarisa kumakambani anotungamira ane mukana wekutanga-mover mukana, seZhongji Solechuang neXinyisheng.

Zvichakadaro, munzvimbo yekumusoro ye optical chip field, ikozvino optical communication chip musika ingangoita madhora 3.85 bhiriyoni, uye ichakura kusvika pamadhora 8.85 bhiriyoni panosvika 2025, iine makore mashanu ekukura kwechikamu che18%.Mumamiriro ezvinhu ekuwedzera kwemusika uye kukwidziridzwa kwemumba, mutungamiri wemba ye optical chip anotarisirwa kupera, zvinokurudzirwa kuterera Xi 'an Yuanjie (isina kunyorwa), Wuhan Sensitive core (isina kunyorwa), Shijia Photon, etc.

2.4 5G zvikumbiro uye maseva achiri munguva yekunyungudika, uye isu tichateerera kune yekushambadzira kusimudzira kwe5G mameseji.

5G yakavakirwa maapplication uye masevhisi achatanga kumera, uye 5G meseji ichave yekutanga 5G chiyero chekushandisa kumhara.Nhau dze5G ndiyo chaiyo yekupihwa kweshanduko kubva ku4G kuenda ku5G.Semutungamiri weindasitiri, vashandisi vane mukana wepamusoro wekusimudzira kubudirira kwebhizinesi ravo.Mune ramangwana, vashandisi vachabatana kune ecosystem uye sevhisi mumatanho matatu, uye kutarisa kwepedyo kunotarisirwa kusimudzira tsika yeSMS musika nzvimbo ye40 bhiriyoni kusvika 100 bhiriyoni zviyero;Mune ramangwana, matekinoroji matsva eICT akadai segore, data hombe uye AI ichabatanidzwa.5G mameseji masevhisi evashandisi anozoona shanduko yechikuva chekutumira mameseji, uye nzvimbo yemusika ichasvika 300 bhiriyoni yuan.Nhau dze5G dzinotarisirwa kumakore makumi maviri nerimwe Q1 inogona kutengeserana zvizere, tarisa pane kurudziro yeRCS ecological service provider mikana yekudyara.

3. Cloud computing - 2021 richiri gore remakomputa emakore, ane tarisiro nezveIDC uye kubudirira kweseva.

3.1 China's Cloud computing iri munguva yekukura kwenguva refu

Kuenzaniswa neUnited States, China inosarira kumashure kweUnited States nemakore anopfuura mashanu nekuda kwekusiyana kweIT zvivakwa, mutemo wemaindasitiri, nharaunda yehupfumi uye indasitiri-yetsvagiridzo yemhepo.Nekudaro, China ine inoenderana maindasitiri nharaunda uye iri munguva yekukurumidza kusimudzira:

1) Iyo IT zvivakwa zviri kuwedzera uye zvakanyanya kukwana.Muna 2014, nhamba yeInternet broadband access ports muChina yakasvika mamiriyoni 405, H1 yakasvika mamiriyoni 931 mu2020, uye chikamu che optical fiber access chakawedzera kubva ku40.4% mu2014 kusvika ku92.1%;

2) Mumakore gumi apfuura, kukura kwehupfumi kweChina kwakagadzikana, kukura kweGDP kwakagadzikana pa5% -10%.Kunyange zvazvo Q1 yakakanganiswa nedenda munguva pfupi gore rino, yakakwanisa kupora nokukurumidza, ichiratidza kusimba kwakasimba uye nekuisa hwaro hwehupfumi hweInternet uye cloud computing industry;

3) Muna 2011, United States yakakwidziridza kuvandudzwa kwekombuta yemakore kuita zano renyika.Muna 2015, China yakabudisa Mafungiro eThe State Council pamusoro peKukurudzira cloud Computing Innovation neBudiriro uye Kukurudzira Mafomu Matsva eIndasitiri yeRuzivo kuti ikurumidze kusimudzira maindasitiri;

4) Ali, Huawei nemamwe mabhizinesi vanodzidza kubva kune yakakura yakasanganiswa sisitimu yeindasitiri, yunivhesiti uye tsvagiridzo muUnited States kuti vaongorore (Ali nemayunivhesiti epamba nekune dzimwe nyika kuti vagadzire marabhoritari, Huawei akazivisa kuti mumakore mashanu anotevera achabatanidza nharaunda. uye mayunivhesiti kurima 5 miriyoni vanogadzira, uye nekudyara 1.5 bhiriyoni US madhora mukuvaka ecological), kuvaka inosimudzira inosimudzira ecosystem.Kukurudzira kushambadzira kwetsvakiridzo.

Kudzika kweInternet yenharembozha, kudzokororwa kwakakura kweInternet Yezvinhu, uye kukurumidza kweshanduko yedhijitari yemabhizinesi kuchaenderera mberi nekusimudzira cloud computing boom muChina.Pakazosvika Gumiguru 2020, huwandu hwevashandisi ve5G muChina hwakapfuura mamirioni mazana maviri, nehuwandu hwekukura pamwedzi unosvika makumi maviri nepfumbamwe muzana kubva muna Kukadzi.5G nharembozha inotumirwa inoramba ichiwedzera, 16.76 miriyoni miriyoni yakatumirwa muna Gumiguru, chiyero chekupinda chasvika 64%, uye pakupera kwaGumiguru, Huawei neApple vakatanga mhando nyowani panguva imwe chete, 5G nhare mbozha kutakura uye chiyero chekupinda chinotarisirwa. kuwedzera kunatsiridza.

Gore rino, denda rakawedzera kudzika kweInternet mobile, kudiwa kwevatengi kuri kure nepamusoro.Muna Kurume, nharembozha yekuwana Internet vhoriyamu yaive 25.6 bhiriyoni GB.Kunyange zvazvo pakanga pane kuderera kwakatevera, iyo yose yekukurumidza kukura kwemaitiro yakaramba isina kuchinja.Isu tinotenda kuti hofisi yepamhepo, varaidzo yakagamuchirwa zvakanyanya neveruzhinji, ichichengetedza mari yedzidzo yemushandisi wekupedzisira.Kunyange zvazvo kushandiswa kwemazuva ano kwekutengesa kwevatengi kunotarisana nemavhidhiyo, kutenga, uye mararamiro ehupenyu, tinotenda kuti kusvikira mamwe mapurogiramu emhondi (VR / AR mitambo, nezvimwewo) aputika, ruzhinji rwekushandiswa kwemigwagwa hucharamba huri munzvimbo dzakadai seHD video.

Panguva imwecheteyo, 5G network inosundira iyo Internet yezvinhu kuti iwedzere kudzokorora.China inotungamira pasi rose mukuvaka kwe5G, ne718,000 5G zviteshi zvakapedzwa, zvichiverengera nezve 70 muzana yehuwandu hwenyika.Iyo 5G network ine yakakura bandwidth, yakaderera latency uye yakakura yekubatanidza yatanga kuita basa muindasitiri nekugadzira minda, kusunda iyo Internet yezvinhu kuti iwedzere kudzokorora.Muna 2020, nhamba yeInternet yeZvinhu zvekubatanidza muChina inofungidzirwa kudarika 7 bhiriyoni, izvo zvichaunza kuputika kwe data traffic mune ramangwana uye kukurudzira kuvandudzwa kwe cloud computing industry.

Shanduko yedhijitari yebhizinesi inoramba iri mutyairi mukuru wekukura kwekuda kwe cloud computing. Zvichienzaniswa nenyika dzakabudirira dzakaita seUnited States, makambani ekuChina ane mwero wakaderera wekupinda mumakore, waingova makumi matatu nemasere muzana muna 2018, zvichienzaniswa ne80 muzana muUnited States.Sezvo hurumende nemabhizinesi vachidzikisa mitengo uye kuwedzera kushanda nesimba kuburikidza negore, zvitsva zvedijitari zvinoda kubva kuhurumende nemabhizinesi zviri kuramba zvichibuda.

Izvo zviri pamusoro apa zvinoita kuti gore computing boom irambe ichivandudza, muna 2019 iyo yepasi rose cloud computing musika wekukura mwero we20.86%, kukura kweChina kwe38.6%, kukura kwekukura kunodarika mwero wepasirese, isu tinotenda kuti makore mashoma anotevera achaenderera. kuchengetedza chiyero chekukura chingangoita 30%.

3.2 IaaS: Vatengesi vemakore makuru vanoramba vachiwedzera mari yekushandisa, uye kukura kweindasitiri kunovimbiswa.

China yeruzhinji gore sevhisi sevhisi yakadzoserwa kubva mhiri kwemakungwa, ine zvivakwa kutanga.Gore reruzhinji repasi rose rinotongwa neSaaS modhi, inoverengera kupfuura 60%.Kubva 2014, Musika weIaaS muChina wakakura zvakanyanya, uchiverengera isingasviki makumi mana muzana emusika wegore weruzhinji kusvika pamakumi matanhatu%.

Isu tinotenda kuti nekuda kwemugero wakakura pakati peChina dhizaini yeIT uye nyika dzakasimukira dzakaita seEurope neAmerica munhanho yekutanga, IT zvivakwa zvekudyara uye gore zvinonyatso kuwiriraniswa.Panguva imwecheteyo, China parizvino iri mudanho rekutanga rekuvandudza kwekombuta, uye marongerwo evagadziri vemakore anonoka.Amazon yakatanga cloud computing muna 2006, uye Alibaba yakavamba zviri pamutemo cloud Computing Co., LTD muna 2009. Mabhizimusi epagore eChina anonyanya makambani epaInternet, anowanzo gadzira software ega uye haatenge masevhisi eSaaS.Munguva pfupi, chiyero cheIaaS chinokura nekukurumidza, iyo IaaS ndima ine chokwadi uye kune yakapfuma mikana yekudyara.Nekuvandudzwa kwekuvaka kwezvivakwa, kukura kweSaaS kuchawedzera nekukurumidza.

Mugove wevatengesi vepamba uye vekune dzimwe nyika vanotungamira IaaS vakawedzera, uye iyo yeruzhinji cloud cloud yainyanya kuiswa pakati.Nekuda kwekushandisa kukuru kwemari uye kutsvagisa nekusimudzira mari yebhizinesi reIaaS, ecological uye chiyero mhedzisiro yakakosha.Chikamu chemusika cheAmazon, Microsoft, Alibaba neGoogle chakawedzera kubva ku48,9% muna 2015 kusvika ku77.3% muna 2015. Muenzaniso wevagadziri veIaaS muChina wakachinja zvikuru, uye Huawei ane kukurumidza kukura.Kubva ku2015 kusvika kuQ1 gore rino, CR3 yakawedzera kubva ku51.6% kusvika ku70.7%.Isu tinotenda kuti musika wemusoro weIaaS muChina uchave wakagadzikana uye wakatarisana mune ramangwana.Pasina akasiyaniswa mabhenefiti emakwikwi, mugove wevadiki vanogadzira uchaderedzwa nevagadziri vakakura.Nekudaro, vatengi vepasi vane hybrid gore, akawanda-makore deployment, chiyero chevatengesi uye zvimwe zvinodiwa, uye vagadziri vadiki vane mabhenefiti akapatsanurwa emakwikwi vachiri vane nzvimbo yekupona mune ramangwana.Zvinokurudzirwa kuterera Jinshanyun, nezvimwe.

Isu tinokurudzira kutarisa kuenderera mberi mikana yekukura kwepamusoro IaaS vatengesi. Kukura kwepasi rose kwegore vatengesi kwekota kwemari inopfuura 20% gore pagore, kukura kwese kweindasitiri kwakasimba.Tencent haana kuzivisa zvakasiyana kota yedata, asi 19 gore rezvemari mushumo wakaratidza gore bhizimusi mari inodarika bhiriyoni gumi nenomwe yuan, chiyero chekukura chinodarika avhareji yeindasitiri.Kuenzaniswa nekukura kwemari kwevagadziri vemakore makuru muChina neUnited States, Alibaba Cloud Q3 kukura kwehuwandu hwakakosha.Kubatsirwa neshanduko yedhijitari, kunyanya kukurumidza kukura kweInternet, mari, zvitoro uye zvimwe zvigadziriso zveindasitiri, mari yeAlibaba Cloud yekota yakasvika 14.9 bhiriyoni yuan, ichikwira 60% gore negore (Amazon Cloud yakakura 29%, Microsoft Azure 48%).Musika weChina weruzhinji wegore uri kusimukira nekukurumidza, hurumende nemabhizinesi echinyakare ari munguva yeshanduko yedhijitari, uye vanhu bhiriyoni 1.4 vanoumba musika mukuru wevatengi, vhidhiyo, kutepfenyura kwepamoyo, zvitoro zvitsva uye mamwe maindasitiri ari kusimukira nekukurumidza.Nekuitika kwemabhizinesi epamhepo eInternet anoenda kugungwa, isu tinotonga kuti vepamusha vanogadzira makore masevhisi vachine nzvimbo yakafara yekuvandudza mugova remusika wepasi rose.

Panyaya yekushandiswa kwemari, mari yekushandisa kwevagadziri vemakore kumba nekune dzimwe nyika yave yakanaka mushure meQ4, zvichiratidza kuti iyo cloud computing indasitiri ichiri mukukwira.MuQ3 2020Q3, US FAMGA capital expenditure yakawedzera 29% gore-on-gore, ukuwo Chinese BAT capital expenditure yakawedzera 47% gore negore.Iko kudiwa kwekudzika kwegore masevhisi ndiko kwakakosha mutyairi wegore vatengesi 'capital expenditures.Kudiwa kwemusika weIaaS kuchiri kusimba, saka iyo investimendi ine chekuita neIaaS ichave ichiri mubhizimusi repamusoro kutenderera mukati uye kwenguva refu.

3.3 IDC: Kusaenzana pakati pekuwanikwa kwedunhu nezvinodiwa zvichavepo kwenguva yakareba.Zvinokurudzirwa kuterera kune wechitatu bato ane zviwanikwa zvekutanga mumaguta ekutanga

Sezvivakwa zveiyo cloud computing indasitiri, IDC inobatsira kubva mukusimudzira indasitiri yakadzika uye iri munguva yekukura nekukurumidza.Isu tinotonga kuti iyo indasitiri inogona kuramba ichiwedzera kukura inosvika makumi matatu muzana mumakore matatu anotevera.Kuvandudzwa kweInternet uye Cloud computing mabhizinesi kwakawedzera kudiwa kwekuchengetedza data uye komputa.Nekusimuka uye kuvandudzwa kwetekinoroji nyowani senge 5G, hungwaru hwekugadzira uye Internet yeZvinhu, kudiwa kweramangwana kuchawedzera kuwedzera nzvimbo yemusika.Pamusoro pezvo, mitemo mitsva yezvivakwa inoramba ichiburitsa zvakanaka.MuUnited States, IDC inonyanya kukoshesa kuvaka patsva nekuwedzera, nepo kuChina, ichiri kutarisisa pakuvaka kutsva.Nekuda kwekunonoka kwayo kutanga uye kukurumidza kusimukira, China ichachengetedza kukura kwe25-30% mune ramangwana, uye huwandu hwayo hwemaindasitiri hunotarisirwa kupeta kaviri kubva pamabhiriyoni zana nemakumi mashanu nenhanhatu muna 2019 kusvika 320.1 bhiriyoni.

Kubva pakuona kwekugadzira data, ikozvino IDC stock muChina inosara kumashure.Semugadziri mukuru wedata pasi rose, China inogadzira zvinopfuura 23% yedata repasirese gore rega rega.Nekudaro, iyo stock yenzvimbo huru dzedata ingori 8% yepasirese, uye matura haana kukwana.Nekuenderera mberi nekukurumidza kwekugadzirwa kwedata muChina, indasitiri yeIDC ine nzvimbo yakakura yekukura.Kunyangwe vagadziri veIDC varipo vari padanho rekutora ivhu nekukasira kuvaka, iyo chaiyo inoshanda inogona kusazadzisa zvinodiwa nemusika mune ramangwana.Mabhizinesi ane zvinodiwa zvakanyanya zvekunonoka uye kuchengetedzeka achiri kuda kuwanikwa mumaguta ekutanga, uye marongero ari mumaguta ekutanga akasimbiswa.Kunyangwe kupihwa mumaguta echipiri-tier kuchiwedzera, kusaenzana pakati pekupa kwedunhu uye kudiwa kucharamba kuripo kwenguva yakareba.

Isu tinokurudzira kuterera kune wechitatu-bato IDC vatengesi vane zvakanakira muvhu uye zviwanikwa zvemagetsi emagetsi mumaguta ekutanga-tier.Parizvino, vagadziri vechitatu veIDC vanotora chikamu chikuru chemusika pasi rose, nepo China indasitiri yeIDC ichiri kutungamirwa nevashandisi venhare, vaine mabhenefiti ekutanga muzviwanikwa uye chiyero.Nekudaro, kuvandudzwa kwegore komputa uye indasitiri yeInternet kunoisa pamberi pepamusoro zvinodiwa pakuita uye kushandiswa kwesimba kwenzvimbo dzedata, uye ekutanga-tier maguta akadai seBeijing neShanghai anodzikamisa rack simba rekushandisa index, uye inoda iyo PUE yenzvimbo itsva dzedata kuti dziite. ive yakaderera pane 1.3 kana 1.4.Yechitatu-bato IDC vatengesi vane zvakanakira mutengi kupindura kumhanya, kugadzirisa, kushanda uye mutengo manejimendi.Chikamu chemusika chevashandi veChina mumunda weIDC chakadonha kubva pa52,4% muna 2017 kusvika 49.5%, uye isu tinotonga kuti chikamu chevatatu vevagadziri veIDC chichawedzera kuwedzera.

Kuwedzera kwechiyero ichiri nzira yakakosha yekuti vagadziri veIDC vawane kukura, uye kutariswa kwemusika kunotarisirwa kuvandudzwa.Mushure mekutsvagisa kweindasitiri yeketani, takaona kuti vagadziri veIDC vane tarisiro pamusoro pekudiwa kwemusika mumakore mashoma anotevera, uye vanosarudza nzira yekuwedzera nekukurumidza mumakore achangopfuura kuti vawane kukura kwemari.Indasitiri yeIDC inoda mari inorema mumidziyo.Parizvino, kune zviuru zveVAGADZI vedzimba vane marezinesi eIDC, uye chikamu chega chega chevagadziri veIDC chiri pasi pe5%, izvo zvinoita kuti musika upararire.Equinix, mutungamiri wepasi rose, akakurumidza kuwedzera mumusika wepasi rose nekuwana The UK's Telecity Group muna 2015 uye bhizinesi reVerizon's IDC muna 2017. Tinowedzera mari yese yekushandiswa kwemari uye m&a sikero sehuwandu hwekuvaka.Pakazosvika 2020 H1, iyo m&a chiyero cheEquinix inoita 48%, nepo m&a chiyero chemutungamiri wemba GANGUO Data inongoverengera 14.3%.Zvinoenderana negwara rekusimudzira reEquinix, vagadziri vepamba IDC vanogona kukurumidza kutora kuti vawedzere huwandu hwekugadzirisa kukura kwekuda kusingagone kusangana nekuzvivaka uye nzira dzekurenda.Kuwedzera kwemusika wekutengesa kuchabatsira GDS data, 21vianet, Baoxin Software, Halo New network uye vamwe vagadziri.

3.4 Server: Yenguva pfupi yemusika dhizaini haichinji-yenguva refu yakakwirira bhizinesi tarisiro

Masevha, seayo makuru emahara zvivakwa zvetiweki zvivakwa, anobatsirwa nekukura nekukurumidza kweChinese Cloud computing indasitiri.Sekureva kweIDC, muq3 2020Q3, kukura kwemari yemusika wepasi rose kwakadzikira kusvika 2.2% gore-negore, nekutakura zvishoma pasi 0.2%, asi China server musika mari yakakura 14.2%, ichiri kuchengetedza kukurumidza kukura.

Mari yevagadziri vepamusoro server chip yakadzikira, uye mari yemutungamiri weserver Tiao Ruzivo yakadzikira muQ3.Isu tinotenda kuti chikonzero chikuru kufambira mberi kweQ3 kudiwa nekuda kwe OUTBREAK yeQ2 denda.Single quarter profit fluctuation haichinji iyo cloud computing indasitiri yenguva refu yakakwirira bhizinesi kutonga.

Nekushandiswa kwemari kwemafungu makuru ari kukura nekukurumidza uye anoda kusimba, isu tinotonga kuti iyo cloud computing industry ichiri muupcycle muna 2021. Nhoroondo, cloud computing upcycles inotora zvikamu zvisere.Mushure memakore gumi nemasere ekushandiswa kwakanyanya kwemari yevagadziri vemakore makuru munyika uye makore gumi nemapfumbamwe ekutenga, mari yekushandisa yeDOMESTIC BAT muQ4 yakatungamira mukudzoreredza kukura kwakanaka kwe35% zvichienzaniswa nenyika mumakore gumi nemapfumbamwe.Q3, kunyange yakaderera kubva kuQ2's yakakwirira yekukura kwe97%, yakanga ichiri 47% yakakwirira kudarika 29% yekukura kwehuwandu muUnited States.Kutsvaga sevha kumusoro kweBMC chip mugadziri Sinhua akafumura mwedzi wemari data, kunyangwe iyo kambani yakatanga kuwedzera kwakashata mari muna Nyamavhuvhu, asi yakadzokera mukukura kwakanaka munaNovember, fungidziro yemakore makumi maviri nerimwe ye cloud computing indasitiri ichiri kutarisirwa kuchengetedza kukura kwakanyanya.

Nekushambadzira kwe5G munzira, kuputika kwedhata traffic kunofambisa kukura mumusika we server.Maererano neSouth Korea, vashandisi ve5G vanoshandisa 2.5 times more traffic pamunhu pane vashandisi ve4G. Nhamba yevashandisi ve5G muChina yakawedzera zvishoma nezvishoma kupfuura 25% pamwedzi.Kubva pane zvakaitika kare, kuvandudzwa kwega kwega kwekombiyuta yekukurukurirana kwemafoni kunowedzera DoU neavhareji kagumi, saka zvinofanotaurwa kuti DoU yevashandisi ve5G ichasvika 50G / mwedzi ne2025. , chengetedzo uye zvimwe zvivakwa zveIT zvinoda kukura, asiwo zvekugadzirisa data, zvinodiwa zvemakomputa zvakakwirira, zvine hungwaru komputa, hungwaru hwekugadzira uye sevha fusion zvigadzirwa zvichava nenzvimbo yemusika yakawanda.Zvinoenderana neiyo IDC's fungidziro yedata, saizi yemusika wepasi rose ingangoita zvakapetwa kusvika kumadhora gumi nemaviri muna 2020 uye $21.33 miriyoni muna 2025.

3.5 SaaS: multi-factor catalysis, munguva yakaoma yekushandura, nzvimbo yemazuva ano

Panyaya yehukuru hwemusika, iyo yese yemba yeSaaS musika inosara kumashure kweUS ne5-10 makore.Muna 2019, Salesforce's Cloud bhizinesi mari yakasvika 110.5 bhiriyoni yuan, nepo China yakazara SaaS indasitiri musika saizi yaingova 34.1 bhiriyoni yuan.Asi nekuda kwekuti misika yemumba yeSaaS iri munguva yekuchinja kwegore, kukura kuri kuita zvakapetwa kaviri zvepasirese, kukurumidza kukura kunounza nzvimbo yakafara yebudiriro.

Musika weChina weSaaS uri kumashure nekuda kwezvinhu zvitatu zvikuru: kutanga, iyo yepamusha informatization level yakaderera.United States yakaita ruzivo rwekuvaka uye kufarirwa kwemakumi emakore, nepo China yemusika kuziva uye ruzivo hwaro zviri pachena kusarira kumashure kweEurope neUnited States, ruzivo uye kuvakwa kwedhijitari hakuna kukwana, uye mabhizinesi haacherechedze kuvandudzwa kwehutungamiriri hunobudirira.chechipiri, Chimiro chayo chehunyanzvi hachina kukwana, nyika yedu SaaS bhizinesi rakawanda asi harina kunaka, iyo tekinoroji level inosarira kumashure, kugadzikana kwechigadzirwa hakuna kusimba.Pakupedzisira, kusavapo kwemachaneli.Munguva yechinyakare software, chimiro chechiteshi chakakosha.Munguva yeSaaS, iyo yekunyorera system inoderedza mari yekushambadzira yechiteshi, uye yekuvandudza sisitimu inoderedza pfungwa yekuchengetedzwa kwechiteshi, izvo zvinotungamira kune yakaderera kukurudzira chinangwa chechiteshi, mutengo wepamusoro wekutora mutengi uye kuderera kwemusika kuwedzera.Zviteshi zvichiri kuramba zvakanyanya kusimudzirwa kwebhizinesi SaaS muChina.

Kuenzaniswa neUnited States, vagadziri veChina veSaaS vebhizinesi vari munguva yakaoma yekuchinja, vaine zviratidzo zvakasiyana siyana zvemari uye zvebhizinesi zvinofanirwa kuvandudzwa, uye budiriro yakagadziridzwa inzvimbo inorwadza.Mabhizinesi makuru muChina ane zvakakwirira zvinodikanwa zvekusimudzira, uye vagadziri veSaaS vanofanirwa kuisa mari yakakwira yeR&D uye kuve nekutenderera kwenguva refu.Kana basa rezvigadzirwa zvakafanana richiwira mumakwikwi emitengo, kuderedza purofiti yekambani.Mabhizinesi eAmerica ane dhigirii yakakwira yekumisikidzwa kwechigadzirwa uye nyore kuwedzera TAM (Total Addressable Market).Kureva kuti, huwandu hwezvigadzirwa zvepakutanga hunogona kuwedzerwa kune mamwe minda, sirin'i yemabhizinesi aripo inogona kuputswa, iyo Musika yekutora chikamu nzvimbo inogona kuwedzerwa, iyo yekutanga mutengo wekudyara inogona kuderedzwa, uye purofiti yakasimba.Nekudaro, Nekudzika kushandira pamwe nemabhizinesi makuru, vagadziri veChinese SaaS vanogona kurerutsa nekugadzirisa zvigadzirwa zvavo mushure mekupedza mapurojekiti ekuenzanisa, uyezve mabhizinesi madiki uye epakati nepakati anogona kusarudza mamwe mabasa avanoda, saka kuwedzera kwechigadzirwa kwemangwana kucharamba kuchikura.

Kunyangwe paine mukaha pakati peChina neUnited States, asi isu tinotenda kuti kusimukira kweindasitiri yeSaaS yemumba yasvika padanho rekuchinja, ikozvino ichiri nzvimbo yekuronga.Chekutanga pane zvese, dzidzo yemusika yemumba yeSaaS indasitiri yakakura, tekinoroji inochengeterwa, kudiwa kumwe kudzimba uye kutsigirwa kwepolicy kwakakodzera.Mushure meanoda kusvika makore gumi ekuzivikanwa kwedzidzo, mabhizinesi 'cognition of informatization akabuda kubva padanho risina kudzika rezvigadzirwa zvemapepa emagetsi kusvika pakuda kwebhizinesi digitalization, iyo inopindirana nemukana wekutsiva nzvimbo.Chechipiri, mabhizinesi eSaaS epamba pachawo anokura nekukurumidza.Kunyangwe chiyero chebudiriro chiri chidiki, asi kingdee, Ufida nemamwe mabhizinesi eshanduko anovimba nekunzwisisa kwavo kweindasitiri uye maitiro emhando, ramba uchiwedzera chikamu chavo chemusika.Kubva pakunetsana kwekutengeserana, iyo pfungwa yekutonga yakazvimirira muChina iri kuramba ichioneka, yakafukidza gore shanduko mukati-yakadzama, isu tinotenda kuti iyo SaaS modhi yemabhizinesi epamba software kupa mukana wekupfuura iyo curve, kusimudzira kweindasitiri yeSaaS kwasvika inflection point.

Vechinyakare vanopa software, vanogadzira SaaS vanogadzira uye mabhizinesi eInternet ndivo vanonyanya kutora chikamu mumusika weChina SaaS, kukwikwidza nekushandira pamwe.Kudyidzana kweEcological pakati pevagadziri veInternet nevagadziri vemabhizinesi kwakajairika: parizvino, vagadziri veInternet vanonyanya kutarisa IaaS nePaaS nhanho bhizinesi, SaaS track marongero ishoma, hapana makwikwi makuru, muindasitiri yakatwasuka uye yebhizinesi yakatwasuka minda (senge dzidzo, zvitoro, CRM, mari uye mutero, nezvimwewo) Vagadziri veInternet vanobatanidzwa sevagadziri vehunyanzvi.Mukwikwidzi pakati pevatengesi veSaaS vatengesi uye yechinyakare software vatengesi vanoshandura kuita SaaS yakanyanya kunanga: mabhizinesi makuru ane yakakwirira yechinyakare software yekupinda mwero ane kuvimba kwakanyanya muna kingdee, Yonyou nevamwe vatengesi vechinyakare, asi vatengesi vemabhizimusi vane zvakanakira mune zvimwe zvikamu, saka kune zvakare. kubatana kana kubatanidzwa kwekudyara uye kutora.Semuenzaniso: Kingdee International investimendi inonakidzwa nevatengi Kutengesa (CRM) uye Myriad tekinoroji.Makambani epaInternet ane echinyakare vatengesi vesoftware kuti vaongorore nzira dzekusimudzira, uye kudyidzana kwezvakatipoteredza: Vatengesi vepaInternet vane mukana wekutengesa, bhizinesi resoftware rechinyakare rinotarisa pane yakakwira zvigadzirwa zveSaaS, asi mhando mbiri dzevatori vechikamu vemusika vanosarudza kuve hobvu yepakati hofisi, kupa yakaderera kodhi haina kodhi. kusimudzira chikuva, kusimudzira kudzika nekufara kwechigadzirwa, kusimbisa kuvakwa kwezvisikwa.

TAM chinhu chakakosha chinokanganisa huwandu hwekuyeresa kwebhizinesi SaaS vanogadzira sevhisi, iyo inotarisisa iyo remangwana remari yekukura nzvimbo yemabhizinesi.Sekureva kweChinyorwa cheKukudziridzwa kweMabhizinesi epamusoro mazana mashanu eChina, China ine huwandu hukuru hwemabhizinesi madiki nepakati.Zvinofungidzirwa kuti mabhizinesi eChinese anozonyanya kugamuchira gore mubhizinesi ravo, sarudza maturusi eSaaS ekutungamira bhizinesi, kuderedza mutengo uye kuwedzera kushanda zvakanaka, uye mwero wekupinda wekunyorera modhi uchawedzera mune ramangwana.

Tichifunga kuti SaaS yekupinda kwemamwe makambani eAmerica yasvika 95% kana pamusoro, inofungidzirwa kuti TAM inogona kusvika kudarika 560 bhiriyoni yuan zvichibva pamutengo weyuniti yevatengi vebhizinesi vakaongororwa mumaketani eindasitiri.Uye nehuwandu huri kuwedzera hwemabhizinesi muChina, mukana wekukura wemusika weChina wakawanda.Pakati pavo, mabhizimisi makuru ane mari yegore negore inodarika mabhiriyoni maviri eyuan ane mutengo wepamusoro wevatengi, asi nhamba yemabhizimisi iduku;Madiki uye epakati-saizi bhizinesi mutengi unit mutengo wakaderera, asi nhamba yacho yakawanda.Kiyi yeSaaS software vanopa kuti vawane kukura kwemari kwenguva refu kubata chiuno vatengi, uye iyo yakazara ARPU kukosha inogona kuvandudzwa nekutyora kuburikidza nepamusoro mabhizinesi vatengi.Mabhizinesi makuru 'kudiwa kwezvigadzirwa zveSaaS hakugumiri kumabasa akareruka senge hofisi otomatiki uye bhizinesi remagetsi, asi kusanganisa zvakanyanya zvigadzirwa nemabhizinesi ebhizinesi maitiro, uye zvechokwadi kuve chishandiso chekutungamira bhizinesi.

Bhizinesi reChina SaaS musika wakadzikira, uye isu tinotenda kuti yechinyakare ERP software vanopa vanoshandura makore komputa vane yakakura kwazvo kukura.Sekureva kwehuwandu hweIDC, mabhizinesi mashanu epamusoro mubhizinesi reSaaS musika muChina muhafu yekutanga ya2020 akangoita 21.6% chete yemusika.Musika wacho wakaiswa decentralized uye dhigirii rekutarisa rakaderera.Iyo yemakwikwi maitiro mumisika yemashandisirwo akasiyana akasiyana, uye iwo mukana wakanaka wekugadzirisa.

Isu tinotenda kuti vagadziri vechinyakare ERP munguva yakaoma yegore computing shanduko vane yakakura kwazvo kukura.Yechinyakare ERP software yeyonyou, Kingdee uye mamwe mabhizinesi ane yakakwirira yekupinda mwero uye kuvimba pakati pemabhizinesi makuru uye epakati, uye ndiyo yekutanga sarudzo yenzvimbo.Batira pamwe nemabhizinesi makuru, iva nekunzwisisa kwakadzama kwemaitiro ebhizinesi revatengi, uye uve nekugona kushanda pamwe nemabhizinesi makuru, ruzivo rwemanejimendi rwemabhizinesi makuru kudzokorora mumabhizinesi madiki uye epakati, kubatsira mabhizinesi madiki uye epakati dhijitari shanduko. ;Kingdee naYonyou vanotora chinzvimbo chepamusoro muzvikamu zvemusika zvine mwero wakakwira wekumisikidza uye musika wakajairika, senge mari uye zviwanikwa zvevanhu, uye vane huwandu hwakakwana hwezvigadzirwa.Vane nzvimbo yakakura yemusika yekutora chikamu uye yakakura kukura kugona.

Kuenzaniswa neTAM, sirin'i yeTAM inonyanya kuoneka kune vanogadzira SaaS vanogadzira muindasitiri yezvikamu, asi vanotungamira SaaS vagadziri mundima yezvikamu seMingyuan Cloud vanogona vachiri kuwana kukura nekukurumidza nerubatsiro rwechigadzirwa chakanakira uye chimiro cheindasitiri, vobva vawana zvimwe. overvalued value, iyo inofanirwawo kutarisirwa.Alibaba, Tencent uye vamwe vatengesi veInternet vanonyanya kutarisisa pane zvivakwa IaaS uye PaaS musika, uye vakawanda vanotora basa revatengesi vakabatanidzwa mumusika weSaaS.

Kubva pamaonero ekuyeresa, veChina SaaS vanopa masevhisi vane nzvimbo yakawanda yekuvandudza.Kune anopfuura makumi manomwe akanyorwa maSaaS mabhizinesi muUnited States, kusanganisira mamwe ane mari yemusika inodarika zana remabhiriyoni emadhora.Kunyange makambani mazhinji ekuChina achiri asina kunyorwa, Yonyou chete, imwe yemakambani makuru akanyorwa, yakakosha kudarika mabhiriyoni makumi maviri emadhora.Avhareji PS yemakambani ekuAmerica angangoita ka40, nepo iyo yemakambani eChinese isingasviki makumi matatu.Chikonzero chakakosha chemusiyano ndechekuti mabhizinesi eAmerican SaaS ane dhigirii repamusoro rekufivha, kureva kuti, ane chikamu chakakwira chegore rebhizimusi mari.Mushure mekutanga R&D uye mari yekushambadzira, ivo vapinda munguva yakagadzikana yekukura, uye kukura kwemari uye purofiti yakakwira.Kukura kwemari kumakambani eSaaS muChina kwakawedzera 21%, isingasviki hafu yeavhareji yeUS, uye purofiti yaive ichiri yakaipa paavhareji.Nekudzika kweshanduko yemabhizinesi eChina eSaaS, kuwedzera kwemari yebhizinesi regore uye kuitika zvishoma nezvishoma kwekuita, kukosha kwemusika kuchine inopfuura 30% kamuri yekuvandudza mune ramangwana.

4, iyo Internet yezvinhu kune indasitiri kumhara, tarisa pane yakachinjika mitatu yakatwasuka mikana yekudyara

4.1 Gold migodhi bhiriyoni zvinhu kubatana, indasitiri cheni maonero layer kugamuchira mikana

Nhamba yeInternet Yezvinhu (iot) yekubatanidza yakakwira zvakanyanya kupfuura iyo yeInternet yezvinhu (iot).Sekureva kweGSMA, indasitiri yepasi rose iot yaikosha madhora mazana matatu nemakumi mana nematatu emadhora muna 2019 uye ichasvika madhora 1.12 tiririyoni panosvika 2025, nekukura kwechikamu chinodarika makumi maviri muzana.Sekureva kweIoT Analytics, pakupera kwa2020, pachange paine 11.7 bhiriyoni IoT yakabatana michina kubva pamabhiriyoni 21.7 emidziyo yakabatana pasi rese.Nehuwandu hwezvinhu zvakabatana nenyika kudarika nhamba yevanhu vakabatana nayo, Internet yeZvinhu iri kubuda sechizvarwa chinotevera chezvivakwa zvebhizinesi mumaindasitiri nemiganhu, uye inotarisirwa kuve mukana mukuru wekudyara muICT pane inotevera. 30 years.

Maitiro eInternet ezvinhu ari kutungamirira muChina, uye huwandu hwekubatanidza nevashandisi vepasi rose hunotora vatatu vepamusoro.Iyo nzira yekusimudzira yeInternet yepasi rose yezvinhu inogona kuyerwa nenhamba yemaserura Internet yeZvinhu zvinongedzo zvevashandisi.Kuvandudzwa kweInternet Internet yezvinhu kunotungamira pasirese.Sekureva kweIoT Analytics, China nhare yaive neiyo yakanyanya cellular IoT yekubatanidza muna 2015, ichiverengera 19 muzana.Pakazosvika 2020H1, China Mobile's cellular Internet of Things connections yakaverengera 54%, Unicom neTelecom dzakaita 9% uye 11% zvakateerana.MaChina matatu makuru anoshanda akaverengera makumi manomwe neshanu muzana emaserura iot yekubatanidza, imwe yepamusoro-soro pasi rose.China yakasimudzira huwandu hweInternet Yezvinhu zvinongedzo, zvakanyanya nekuda kwekuvandudzwa kwedzimba network kuvaka zvivakwa uye kusimudzira mutemo.

Kubatana kweInternet yezvinhu kuchiri mukukosha kwayo kwehucheche.Tichitarisa mari yepasi rose yebhizinesi reIoT, iyo ARPU yeIoT bhizinesi yevashandisi vakuru iri pasi pemadhora gumi pamwedzi, nepo NUMBER yeNB-iot yekubatanidza muChina inoverengera zvakawanda, uye ARPU iri pasi pemadhora 1 pamwedzi.Global iot yekubatanidza ichiri muhudiki uye huwandu hwehuwandu hwevashandisi hwakaderera.Nekuwedzera kwenhamba yekubatanidza uye mashandisiro, kukosha kune kusimuka kwemaitiro.

Internet yezvinhu mukati meiyo pfungwa hype nguva, kune iyo indasitiri kumhara.Zvinoenderana neiyo tekinoroji hype cycle yakaburitswa naGartner, kuvandudza tekinoroji nyowani kazhinji kunotanga munzvimbo yekutanga, kozoti midhiya hype inokwira uye inoputika, uye pakupedzisira inosvika pamusoro pekushandisa sezvo tekinoroji inokura. Zvinoenderana nemaitiro eWind Internet yeZvinhu Index, tinogona kuona kuti 2015 yaive yepamusoro peiyo bubble yeInternet yeZvinhu indasitiri, 2016 yaive yakadzika pasi peInternet yeZvinhu chikamu, uye vhoriyamu yekutengesa uye index ye. Internet yeZvinhu chikamu chakakwira zvishoma kubva 2019 kusvika 2020. Isu tinotenda kuti iyo Internet yezvinhu yakayambuka iyo pfungwa hype nguva, kune iyo indasitiri kumhara, ndiyo.yakakodzera kuisa mari mukukura kweiyo sub-sector.Tichitarisa kumashure pakuvandudzwa kweInternet yeZvinhu indasitiri muna 2020, iyo node yekudyara ichauya pasi pemaitiro matatu:

Trend 1: Zviyero zviri kuwedzera kufanana

Nhaurirano zviyero kumhara, indasitiri mubatanidzwa mubatanidzwa.1) Kuitwa kwemaitiro ekutaurirana:Muna Kubvumbi 2020, Bazi reIndasitiri neRuzivo rweTekinoroji (MIIT) yakapa Chiziviso cheKukurudzira Kukurumidza Kuvandudzwa kwe5G, iyo yakapa mazano akakosha ekutaurirana uye mapuroteni ekusimudzira 5G neLT-V2X mukuvakwa kwemaguta akangwara uye nekufambisa kwakangwara.Muna Chivabvu, Bazi reIndasitiri uye Ruzivo rweTekinoroji (MIIT) yakapa Chiziviso cheKudzika Kwekudzika Kwekuvandudza kwenharembozha yeInternet yezvinhu, ichikurudzira kuti NB-iot neCat1 vachabatana kuita 2G/3G Internet yezvinhu kubatanidza;Muna Chikunguru 2020, iyo International Telecommunication Union (ITU) yakafunga kuita NB-iot uye NR chiyero che5G.2) Kudyidzana kweIndasitiri Mubatanidzwa:Muna Zvita 2020, vachitungamirwa nerutsigiro rweBazi reIndasitiri neRuzivo rweTekinoroji, vadzidzi makumi maviri nevana veThe Chinese Academy of Sciences neChinese Academy of Sciences uye makumi matanhatu neshanu emakambani anotungamira vakabatana vakatanga OLA Alliance.OLA Alliance ichave yakazvipira kuvandudza zviyero zvinoenderana zveZVESE Zviro, kuona kucherechedzwa pamwe nekutsinhana nezviyero zvepasi rose, uye kusimudzira kuvandudzwa kwehunyanzvi hwekuita uye maindasitiri.

Maitiro maviri: Yakadzama kubatanidzwa kwetekinoroji

Iyo Internet yezvinhu yakakamurwa kuita mana ma link: iyo yekuona layer, network layer, platform layer uye application layer.Iko kuvandudza tekinoroji yechinhu chimwe nechimwe chinosimudzira kufambira mberi kweInternet yezvinhu indasitiri.Ikozvino tekinoroji kukwidziridzwa kunonyanya kuratidzwa mune network layer uye application layer.Padanho retiweki, kushambadzira kwe5G uye kusundidzira kweWiFi6 kwakawedzera kukwidziridza nharembozha, kukurumidza kufambira mberi kunonoka kweInternet yeMotokari uye Indasitiri Internet yezvinhu.Padanho rekushandisa, kusanganiswa kwegore komputa, AI, blockchain uye mamwe matekinoroji neInternet Yezvinhu zvakavandudza kukosha kwemasevhisi ekushandisa.

Maitiro matatu: Giant chiyero mumutambo

Munguva yakapfuura, vatambi vakuru veInternet yeZvinhu indasitiri vaive hofori dzeInternet dzine mari yakasimba.Vakaisa akati wandei mazinga eInternet Yezvinhu uye vakavaka iyo Internet yezvinhu ecosystem.Zvatinoona iye zvino ndezvekuti hofori dzeketani yese yeindasitiri dziri kupinda mumunda pamwero mukuru kusimudzira kufambira mberi kweInternet yezvinhu.Iwo hofori mumaindasitiri echeni anogona kukamurwa kuita matatu makuru akaturikidzana:

1) Perception layer: Inonyanya kutarisa kune vari pasi vanogadzira hardware, kusanganisira vanogadzira chip (Qualcomm, Huawei), vagadziri ve sensor (Bosch, Broad Com), vagadziri vemodule (Sierra Wireless, Remote Communications), nezvimwe, zvese zvakatanga. blockbuster iot zvigadzirwa, ichiita basa rakakosha mukugadzira zvigadzirwa zvehardware zvakakura uye kuderedza mutengo wechikamu.

2) Network layer: Kunyanya kune vafambisi venhare, vachitungamira kuvakwa kweInternet yezvinhu network uye nekumhanyisa rhythm yebhizinesi yeInternet yezvinhu network.Telecom vanoshanda zvakare vanotora mukana wavo wetiweki chiteshi kuwedzera zvese kumusoro nekudzika kweiyo indasitiri ketani.

3) Chikumbiro chekushandisa: Kunyanya kune hofori dzeInternet uye hofori dzechinyakare dzeindasitiri, hofori dzepaInternet dzinotarisa kutungamira kubva ku TO C kumagumo kusvika kuB kumagumo, hofori dzechinyakare dzeindasitiri (dzakadai saHaier, Midea, Siemens) dzinotora danho rekusimudzira kushandiswa kweInternet. weZvinhu muminda yavo, uye nekushingaira kukopa kune mamwe maindasitiri.

(2) Iyo Internet yeZvinhu indasitiri cheni yakareba uye yakatetepa, uye iyo yekuona layer ndiyo yekutanga kubatsirwa

Iyo maindasitiri cheni yeInternet yezvinhu inotambanudza yakareba uye yakatetepa, uye iyo yekuona layer ndiyo yekutanga kubatsirwa.Iyo iot indasitiri cheni yakakamurwa kuita mana mazinga:1) Kupatsanurwa kweiyo application layer;2) Chikuva Matthew effect inooneka;3) Kugarisana kwezviyero zvakawanda pane network layer;4) Kubatanidza maitiro ekuona layer.Makore mashanu anotevera achave makore mashanu eInternet Yezvinhu kuti iwedzere kubatana, uye zvakakosha mabhenefiti sensor, core chip, module, MCU, terminal uye vamwe vanogadzira hardware.

4.2 Internet yeMotokari ndeimwe yeakanyanya kukosha mashandisirwo e5G, uye nzvimbo yemusika mumakore gumi anotevera inotarisirwa kusvika 2 trillion yuan.

Policy kutanga, mota dzeChina dzakangwara uye dzakabatana nzira dzakajeka.Muna Mbudzi 2020, Iyo National Intelligent Yakabatana Vehicle Innovation Center yakaburitsa iyo "Intelligent Yakabatana Vehicle Technology Roadmap 2.0" yakangwara yakabatana chirongwa chekuvandudza mota.Kubva 2020 kusvika 2025, L2 neL3 yakazvimiririra yakangwara yakabatana mota muChina dzakaita makumi mashanu muzana ehuwandu hwekutengeswa kwemotokari, uye chiyero chitsva chekubatanidza mota yeCV2X terminal yakasvika pa50%.Mota dzakanyanya kuzvitonga dzinowana kushambadzira kunyorera munzvimbo dzakashomeka uye chaiwo mamiriro;Kubva 2026 kusvika 2030, L2-L3 yakangwara yakabatana mota ichaita inodarika makumi manomwe muzana yehuwandu hwekutengesa, L4 inozvimiririra yekutyaira modhi ichaita 20%, uye C-V2X terminal michina mitsva yemotokari ichave yakakurumbira;Kubva 2031 kusvika 2035, marudzi ese emota dzakabatana uye mota dzinomhanya-mhanya dzinozvimiririra dzichashandiswa zvakanyanya;Mushure me2035, L5 yakazvimirira mota dzevatakuri dzichashandiswa.

Kuiswa kwepamberi kweInternet yemotokari kunova kwakajairwa, uye chiyero chemutoro chinovandudzwa zvishoma nezvishoma. Maererano nehuwandu hweGaOGong Intelligent Vehicle Research Institute, kubva munaJanuary kusvika munaSeptember 2020, njodzi ye4G Internet yemotokari ndeye 5.8591 mamiriyoni, nekukura kwegore negore kwe44.22%;Kubva muna Ndira kusvika Gunyana, chiyero chekurodha chaive 46.21%, chakakwira chinosvika 20% gore pagore.T-bhokisi uye mota module ndiyo inonyanya kukosha zvigadzirwa zvemotokari kumberi kurodha, uye zvishoma nezvishoma zvave zvakajairika midziyo mumusika wemotokari.

Makambani emotokari achamhanyisa mwero wekupinda kwemotokari nyowani dzakabatana uye kurongedza nemamwe mapato kugadzira 5G C-V2X. Major oems kumba nekune dzimwe nyika vanoshingairira kusimudzira Indaneti yemotokari basa remotokari itsva, FAW, Ford, Changan, Ford nedzimwe hurongwa hwekusvika zana muzana yemotokari itsva muChina muna 2020. Panguva imwecheteyo, maovheni ari kukurumidza kurongeka. ye5G C-V2X kubata hurefu hwetekinoroji.Muna Kubvumbi 2019, gumi nematatu emakambani emotokari eChinese ane mhando dzakazvimirira dzakaburitsa zviri pamutemo nzira yeCommercial yeC-V2X muChina, yakanangana ne2020-2021 nguva hwindo kusimudzira kushandiswa kwekutengesa kweC-V2X indasitiri muChina.Parizvino, vese vanogadzira mamodule makuru vari kumhanyisa kurongeka kwe5G vehicular communication field, uye HUAWEI, Yuyuan Communications uye mamwe mamodule e5G ekutaurirana akatengeswa.

Internet yeMotokari ndiyo imwe yetekinoroji yakakura kwazvo, nzvimbo yakakura kwazvo, uye yakanyanya kukwana maindasitiri inotsigira mamiriro ekushandisa pasi pe5G.Inofungidzirwa kuti nzvimbo yese pakati pe2020 ne2030 ingangoita 2 trillion yuan, amo.Internet yeMota ndeimwe yemamiriro ekushandisa ane tekinoroji yakakura kwazvo, iyo mng iyo "smart mota", "smart road" uye "kubatana kwemotokari" i8350 bhiriyoni yuan, 2950 bhiriyoni yuan uye 763 bhiriyoni yuan zvichiteerana.Parizvino, iyo Internet yeMotokari indasitiri yakatarisana neresonance yezvinhu zvitatu: mutemo, tekinoroji uye indasitiri.Zvinotarisirwa kuti indasitiri yekukura inopfuura 60% muna 2020. Pahutano hwehutano, c-V2X, teknolojia yekukurukurirana inokosha yeInternet yeMotokari, iri kuwedzera kukura.Kufambira mberi kwakanaka kwakaitwa mumativi ese kubva pakumisikidzwa kuenda kur&d maindasitiri kusvika kukuratidzira kwekushandisa.Padanho remaindasitiri, hofori dzetekinoroji, vagadziri vemotokari uye vagadziri vemakore ndiwo matatu anotungamira masimba mukudzika dhizaini.Ikozvino kutariswa kwemotokari network uye kurongeka kwemigwagwa ndeyekumhanyisa ukuru hweindasitiri.

Kubva pamusimboti we "mutengo-kubatsirwa", iyo huru yekuvaka yeInternet yeMotokari ichachinja nekudzoka pakati pe "single intelligence" uye "collaborative intelligence".Kudivi remotokari, tinotenda kuti muna 2020-2025, mwero wekupinda weL1/2/3 kutyaira uchizvimiririra uchapeta kaviri, kukosha kwemotokari imwe chete kuchawedzera nekanopfuura kagumi neshanu, uye chikamu chesoftware kukosha kuchawedzera kusvika kupfuura 30%;Padivi pemugwagwa, isu tinofunga kuti nzira yekukurumidza uye mharadzano yeguta ichave iyo yekutanga kutungamira kwekumhara kwe "nzira yakangwara", uye kuvaka kwekutanga kunoenderana nemidziyo yehardware.Padivi retiweki, nhanho yekutanga yekuvandudza indasitiri inonyanya kumisa hukama.Nekuvakwa kwetiweki ye5G uye kusimudzirwa kweC-V2X muna 2020, kubatana kwemotokari kuenda kumugwagwa kunozoziva yekutanga kumhara kwakakura, nekudaro kudhonza nhanganyaya yekuvandudzwa kwemotokari kuenda kumugwagwa kubva kuhungwaru humwe. kuuchenjeri hwekubatana.

Isu tinofunga kuti 2020 ndiyo yekutanga mota network network inowira pasi, yakangwara mota, hungwaru hwemugwagwa uye mugwagwa kuedza kwekubatana kwekuvaka mativi matatu kuchabatanidzwa, tarisa kubva kune rhythm yeikozvino yekubatana C - mota mugwagwa V2X indasitiri. cheni inonyanya kukosha, saka, isu tinokurudzira kuti iyo isina waya yekukurukurirana module, inotungamira kuenda kure kutaurirana, akangwara ekufambisa zvigadziriso Vagadziri vezviuru zvesainzi uye tekinoroji, RSU vagadziri Genvict tekinoroji, WANji tekinoroji, OBU / T-bhokisi zvine chekuita nevagadziri vakakwira uye kumucheto komputa server vagadziri tidal wave ruzivo.Uye zvakare, isu tinoona kuti bhasikoro rakangwara richaramba richikura, L1/L2/L3 inozvimiririra yekutyaira yekupinda mwero ndiyo maitiro, saka zvinokurudzirwa kuterera kune akakodzera mabhenefiti anogadzira, kusanganisira akangwara cockpit software inogadzira Zhongkichuang da, IVI mutungamiri. Desai Xiwei, mugadziri weDMS Rui Ming Technology, nezvimwe.

4.3 Imba Yakangwara - Kuitwa kwechimwe chigadzirwa chehungwaru mhinduro kune imba yese yakangwara mhinduro

Huyero hwemusika wepamba weChina uri kukura zvishoma nezvishoma, uye zvigadzirwa uye ecology ndiwo musimboti webudiriro yeramangwana.Indasitiri yekuChina yakangwara yekumba yakatanga kunonoka, uye maitiro ekugadzira tekinoroji anokurumidza, achisundidzira imba yeChina yakangwara munzira inokurumidza.Sekureva kweIDC, China yakatumira 208 miriyoni zvigadzirwa zvepamba muna 2019, pakati pazvo chengetedzo yakangwara, vatauri vakangwara, mwenje wakangwara uye zvimwe zvigadzirwa zvakatumirwa zvimwe.Nekuda kwekukanganisa kwedenda uye zvimwe zvinhu zvakakura, 2020 inofungidzira kukura ne3% gore-pa-gore, rinova gore rakakosha mukusimudzira musika.Smart kumba musika kunzwa, AI uye mamwe matekinoroji achiri muchikamu chekubudirira, ruzivo rwemushandisi rwunoda kuvandudzwa, iyo ecosystem yese haisati yaumbwa.Mune ramangwana kubuda kwekuderera kwemusika, simba rechigadzirwa uye ecology yeramangwana rekubudirira musimboti.

OLA Alliance yakavambwa kusimudzira smart imba yekubatanidza.Musi waZvita 1, Open Link Association (OLA Alliance) yakatangwa pamwe chete nevadzidzi makumi maviri nevana, China Federation of Industrial Economics, Alibaba, Baidu, Haier, Huawei, JD, Xiaomi, China Telecom, China Institute of Information and Communication, China Mobile uye mamwe masangano.OLA Alliance ine chinangwa chekupa mutambo wakazara kune zvakanakira iyo yepamusha Internet yeZvinhu indasitiri, kuvaka yakabatana yekubatanidza chiyero uye indasitiri ecosystem yeInternet yezvinhu ine inotungamira tekinoroji inoenderana nehunhu hweindasitiri yeChina, uye kuvhura nekuisimudzira kune nyika.Zvinoenderana neiyo OLA Alliance chigadzirwa chirongwa, yekutanga batch yezvigadzirwa zvinoenderana neiyo yekubatanidza chiyero cheOLA Alliance, zvinosanganisira vatauri vakangwara, magedhi, marouters, air conditioners, magetsi emagetsi, magonhi egonhi, mapuratifomu egore uye maapplication, anozoona cross-platform, cross-brand uye cross-category chigadzirwa kudyidzana, izvo zvakasimudzira zvikuru maitiro ekuvandudza imba yakangwara muChina.
Imba yakangwara kubva kune smart single zvigadzirwa kune imwe-stop solution kumhara.Muchikamu chekutanga chekuvandudzwa kweimba yakangwara, zviteshi zvechigadzirwa chimwe chete ndizvo zvaive zvakanyanya, Wi-Fi, APP uye gore ndiwo aive midziyo mitatu yakajairwa, uye vatauri vakangwara vakave musika mukuru wenzvimbo.Nemahofori eInternet epamba akadai saAli naXiaomi vachipinda mumahara-zvese, vatauri vakangwara vari kupinda mumutengo wakaderera wevhoriyamu.Parizvino, chiitiko chepamba chakakamurwa, uye zvakasiyana-siyana zvezvishandiso zvakangwara zviri kuwedzera, izvo zvinobereka mafomu akangwara echigadzirwa senge mwenje wakangwara, akangwara makamera, akangwara switch uye zvichingodaro, uye inovhura nguva yeimwe-stop yakangwara imba. imba yose yakangwara.Mune ramangwana, nekukurumidza kufambira mberi kwechina kiyi tekinoroji yeInternet yeZvinhu, cloud computing, edge computing uye artificial intelligence, nhamba huru yemidziyo ichava AloT, uye kubatana pakati pepasi negore kuchawedzera kudzika.Pahwaro hwehuwandu hukuru hwekunaya kwedata remushandisi, kukosha kwekuvaka mifananidzo yekuongorora kuchadzika.

Smart imba indasitiri cheni: iyo yekumusoro hardware localization inosimudzirwa, uye yepakati makwikwi pateni "zvikamu zvitatu zvepasi".

Kumusoro: Iyo yepamusoro yeimba yakangwara yakakamurwa kuita Hardware uye software.

Hardware:Iwo machipi anodiwa kune smart imba anonyanya kufanana nemachipi makuru muInternet yezvinhu indasitiri.Parizvino, izvo zvakakura zvinotakura zvichiri mhiri kwemakungwa vagadziri chip, vakaita seQualcomm, Nvidia, Intel, etc. Domestic Lexin Technology inoomerera paAIoT chip tsvakiridzo nekuvandudza uye hunyanzvi, uye ndeimwe yevanonyanya vatengesi mumunda weWi-Fi MCU. chips muInternet yezvinhu.Simba rekupinza kunze kwakasimba uye kukwikwidza kwemusika wepamba.Panyaya yeakangwara controller, epamba anotungamira mabhizinesi ane heertai uye Topang migove.

Software: Chinangwa chesoftware catalysis ndiyo isina waya yekutaurirana tekinoroji yeInternet yezvinhu.Iyo yakabatana indasitiri yekutaurirana mwero ichaumbwa zvishoma nezvishoma kuti iite yakangwara imba inodzoreka chero nguva.Vatambi vakuru vepamba vanosanganisira Huawei neZTE.Cloud tekinoroji inoshandiswa zvakanyanya mumusha wakangwara, uye matekinoroji ehungwaru akadai sekuzivikanwa kwemuchina uye kucherechedzwa kwemaitiro ari kugara achivandudza kugona kwekudyidzana kweimba yakangwara.Makambani ekuronga emudzimba anosanganisira BAT neHuawei.

Midstream: Smart imba yepakati inosanganisira akangwara ega ega anogadzira zvigadzirwa uye mapuratifomu, kune matatu marudzi emabhizinesi ekutora chikamu mumakwikwi.Mabhizinesi echinyakare emidziyo yemumba, akadai saGree, Haier, Midea, nezvimwewo, akatanga akasiyana ezvigadzirwa zvemagetsi epamba, uye pahwaro hwemhando dzakapfuma dzemidziyo yemumba, vanoshandira pamwe nevanopa masevhisi esoftware kuvaka chikuva ecosystem.Makambani eInternet tekinoroji, akadai seBAT, Huawei neXiaomi, vakaisa yakangwara imba ecology kuburikidza nekwavo yetekinoroji.Semuyenzaniso, Xiaomi aita zano re "1+4+N", iro rinotora nharembozha semusimboti uye smart TVS, vatauri, ma routers uye malaptop seyekupinda kugadzira chigadzirwa matrix uye kumisa IoT mapuratifomu.Innovative mabhizinesi akakamurwa kuita misasa miviri.Imwe inotarisisa marongerwo ezvigadzirwa zvakangwara, zvakadai saRuka, uye imwe yacho inopa mhinduro, dzakadai seOribo.

Kudzika: Iyo yakadzika yeimba yakangwara inzira yekutengesa inotungamirwa nevashandisi, iyo inoona yakazara-chiteshi kutengesa nerubatsiro rwekutengesa online uye kunze kwenyika.Iwo chaiwo modhi anosanganisira: e-commerce chikuva, O2O yekutengesa, smart home experience hall, nezvimwe.

4.4 Satellite Internet inosanganisirwa muzvivakwa zvitsva, zvichiunza kugadzirwa kwakakura

Satellite Internet ichaita bhiriji kupatsanurwa kwedhijitari, nemari yepamusoro-soro setiraiti inodarika madhora mabhiriyoni makumi matatu panosvika 2024.Musi waApril 20, 2020, satellite Internet yakarongerwa se "zvivakwa zvitsva" kekutanga.Muna 2019, mwero wepasi rose wekupinda paInternet waive 53.6%, uye ingangoita hafu yehuwandu hwepasirese yaive "isina Indaneti".Kuenzaniswa neyepasi base chiteshi, setiraiti Internet ine zvakanakira senge kuvharika kwakakura, mutengo wakaderera uye pasina kurambidzwa kwenzvimbo, uye ndeimwe yemhinduro dzakakosha kugadzirisa kupatsanurwa kwedhijitari uye kuvaka kubatana kwepasirese.Nekuvandudza tekinoroji, masatellite epamusoro-soro ari kutsiva zvishoma nezvishoma masatelliti ekukurukurirana echinyakare.Mari inowanikwa muindasitiri yesatellite yepamusoro yakasvika kwatiri $9.1 bhiriyoni muna 2019, iine huwandu hwekukura hunosvika 30% pakati pa2018 na2024. Mabviro makuru emari ibroadband, nharembozha, uye kutengeserana kwemakambani.

Iyo maindasitiri cheni yekutaurirana setiraiti yakawedzerwa, uye c-yekupedzisira nzvimbo yemusika yakawedzerwa.Parizvino, kugadzirwa kwepasi uye mashandisirwo esatellite anotora chikamu che90% chemari yeindasitiri yesatiraiti, uye c-terminal Broadband services, mota uye yeruzhinji aviation networking masevhisi ichave manyuko makuru epasi rose setiraiti Internet mari panosvika 2030. Parizvino, iyo satellite kutaurirana. indasitiri uye indasitiri yeruzivo tekinoroji ine zvishoma nezvishoma kudzika fusion, iyo remangwana setiraiti yekutaurirana masevhisi ichaitwa nechinhu chimwe chete chinoshanda pasi pemvura kukosha-yakawedzera ruzivo masevhisi, senge kugadzira otomatiki kutyaira kudiwa kwekubatanidza network, ziva iyo Internet yezvinhu zvekushandisa mamiriro, nezvimwe. ., kubatana kwese kune vashandisi veC kuti vape mhinduro dzemhando yepamusoro.

Zvinopfuura zviuru gumi zvemaSatellite application zvakapedzwa, zvichiratidza nguva yekukurumidza kusimudzira kweChina satellite Internet.Pakazosvika Zvita 4, 2020, China yakanga yaparura masatelliti makumi manomwe neshanu, iri pachinzvimbo chechipiri pasi rose, uye yakapedza chikamu chekutanga chepurojekiti yayo yekutanga setiraiti yeInternet yezvinhu.Musi waGunyana 28, 2020, China yakaendesa zviri pamutemo kuItu iyo orbit uye frequency application network data yeChina yakakura yakaderera-orbit constellation, iyo ine huwandu hwe12,992 satellite.Nekuwedzera kwekugona kwemasatelliti akawanda mune imwe roketi uye kudzikira kwemutengo wekutangisa, China ichapinda munguva yakaoma yekutangwa satellite muna 2021.

Chimwe chezvinodiwa pakupedzwa kwebasa guru resetiraiti network kumhara kwefekitari yakakura yekugadzira setiraiti. Panyaya yemabhizinesi ehurumende, Shanghai Micro Satellite Engineering Center, yakavakwa pamwe chete neChinese Academy of Sciences neGuta reShanghai, inoronga kuvaka fekitori yekuvandudza satellite muchikamu chechipiri.Dongfanghong setiraiti nguva pfupi yadarika yakabatana neAihualu Robot kugadzira otomatiki kuungana kwemitsara yekugadzira yemuno yekutengesa madiki-satellites kuburikidza nemarobhoti akangwara.Panyaya yemabhizinesi akazvimirira, mafekitori eSatellite eYinhe Aerospace, Nintian Microstar uye Guoxing Aerospace akatangwa zviri pamutemo, uye mota hofori yeGeely yatangawo kujoinha chirongwa chesatellite.

Kubhadharira mabhizinesi enzvimbo akazvimirira kwatora, uye yakagadzikana uye yakagadzikana yekuvhura kugona ndiyo kiyi. Sezvo Space X's roketi yekudzoreredza tekinoroji yakadzikisa zvakanyanya mutengo wekuvhura uye nekubudirira kuburitsa akawanda mamishini enyeredzi makumi matanhatu mupfuti imwe, yekutengesa Space investment yawedzera.Kubva muna Zvita 4, maererano neruzivo rwakaburitswa ne36KR, nguva gumi neina dzekubhadhara dzakaitika muchikamu chekutengesa nzvimbo muna 2020, masere ayo anosanganisira mari inodarika RMB zana remamiriyoni.Pakati pavo, Changguang Satellite yapedza RMB 2.464 bhiriyoni pre-IPO kutenderera kwemari, Blue Arrow Space yapedza RMB 1.3 bhiriyoni C+ kutenderera mari.Mushure mekudyara, kukosha kweGalaxy Space kunosvika bhiriyoni 8 yuan, ichiva yekutanga unicorn bhizinesi mumunda wesatellite Internet, uye capital inonangana kumusoro.Zvichienzaniswa nehofori dzemhiri kwemakungwa Space X neOneWeb, makambani eChina akazvimirira ega Space achine mukaha wakakura mukugona kwekutanga, paine maviri chete pamaroketi mana ekutengesa akabudirira.Kuzadzikiswa kwebhizinesi rakavharwa loop ndiyo yakakosha kusimudzira kwakasimba kwemabhizinesi mune ramangwana, uye yakagadzikana uye yakagadzikana yekuvhura kugona ndiyo yakakosha poindi.Muna Mbudzi 2020, Xinghe-powered Ceres 1 yakabudirira kuiswa mu orbit, uye Blue Arrow space test run yakabudirira.Inotarisirwa kuita ndege yayo yekutanga gore rinouya.

Zvinofungidzirwa kuti kukosha kwekubuda kweindasitiri yesathelaiti yeChina kuchasvika 600-860 bhiriyoni yuan mumakore mapfumbamwe anotevera.Sekureva kweThe ITU, boka renyeredzi riri kutaurwa raizoda kuburitsa hafu yemasatellite mukati memakore matanhatu uye kutangwa zvizere mukati mepfumbamwe.Mamiriro ezvinhu asina tariro ndeokuti 75% yemasatelliti achatangwa mumakore mapfumbamwe anotevera, aine 2,450 satellite, uye mamiriro etarisiro ndeyekuti 100% yemasatelliti ichatangwa, ine zviuru zvitatu nemazana mashanu emasatelliti.Zvinofungidzirwa kuti mumakore mapfumbamwe anotevera, kukosha kwekubuda kweindasitiri yeSatellite yeChina kuchasvika 600-860 bhiriyoni yuan.

Investment zano rinoratidza kugadzira kutanga, uye wozotendeukira kune iyo indasitiri ketani yakadzika yekudyara.Isu tinotenda kuti chirongwa cheInternet Satellite Constellation chinotanga nekugadzira uye kuburitswa kwemasatellite, uye mushure mekutanga networking yapedzwa yebasa, kugadzira michina yepasi uye satellite application ichatanga.Indasitiri cheni yekudyara mikana inotanga kudyara mumakambani epamusoro eindasitiri echeni akadai sekugadzira setiraiti uye kuvhurwa kwesetiraiti, wozotendeuka zvishoma nezvishoma kumakambani eindasitiri akadzika akadai semidziyo yepasi, kushanda kwesetiraiti uye satellite application.

Kugadzira satellite: inotungamirwa ne "chikwata chenyika", inowedzerwa nemabhizinesi akazvimirira.Mumunda wekugadzira setiraiti, mabhizinesi eHurumende anomiririrwa neaerospace uye mauto emabhizinesi uye National Defense Research Institute vane simba rakatanhamara uye vanokwanisa kuzadzisa yese satellite kutumira kunze uye kutanga mishoni, vachitora chinzvimbo chikuru.Makambani makuru ehurumende mukugadzira setiraiti anosanganisira: 1) The Fifth Institute of Space Science and Technology, iyo iri kuita basa rekuvandudza tekinoroji yemuchadenga uye chitundumuseremusere, uye yakagadzira uye yakatanga zvinopfuura mazana maviri ezvitundumuseremusere;2) China Satellite (yakanyorwa kambani inodzorwa neFifth Academy yeAerospace Sayenzi), ine akawanda-layer marongero mumaindasitiri ediki satellite kusimudzira, satellite pasi application system yekubatanidza, terminal kugadzirwa kwemidziyo uye sevhisi yekushanda sevhisi;3) Shanghai Academy yeSpace Technology, iyo huru yekutsvagisa nekusimudzira hwaro hwemeteorological satellite uye kure inonzwa satellite muChina;4) Chechipiri Institute of Aerospace Science uye Indasitiri, mutungamiri we "Hongyun Project" kuvaka, etc. Satellite kugadzira private makambani ane mazuva mapfumbamwe micro star, Changguang satellite, tianyi Research Institute, Guoyu Star, Qianxun positioning, micro nano nyeredzi uye zvimwe. kutanga-ups, bhizinesi rakazvimiririra system inoshanduka, inogona kushandiswa sekuwedzera kunoshanda kumabhizinesi ehurumende.

Satellite kutanga:China Aerospace Science and Technology Corporation neChina Aerospace Science neIndasitiri Corporation ndiwo "zvikwata zvenyika" zvemaroketi anotakura, uye mabhizinesi akazvimiririra akatanga abudirira kutangwa.Aerospace sainzi uye tekinoroji boka uye aerospace sainzi uye indasitiri boka vakatora dzinenge dzese dzinotakura moto munyika yedu Arrow kuvaka mabasa, kusanganisira space tekinoroji Corp., iyo yakareba march rocket series inogona kubva kudiki kusvika kune inorema, kubva yakasimba kusvika kumvura roketi injini, tandem inofukidza. iyo yese spectrum, kubva kune dzakatevedzana-parallel mhando kusvika ikozvino refu march kutumira Iyo roketi inotakura yakapfuura 300 mark;Casic's Pioneer neKuaizhou maroketi madiki, akasimba-motor maroketi anonangidzirwa pakuvhurwa kwepasi-pasi orbit.Pakati pemakambani akazvimirira ega achangotanga, Star Kubwinya, Blue Arrow space, Onespace neLingke Space vakatevedzana vakapedza misheni yavo yekutanga kutanga kubvira 2018. Parizvino, maroketi epachivande ese ari munguva yekukura, uye mazhinji acho ari muhurongwa hwekuvandudza. kusvetuka kubva padombo rakasimba kuenda kune remvura roketi.

Makambani emidziyo yesatellite pasi akakamurwa, uye China Satcom ine monopoly pamashandiro esatellite.Satellite pasi midziyo yakakamurwa kuita mapoka maviri: pasi network zvishandiso uye mushandisi terminal michina.China Aerospace Science and Technology Corporation, China Satellite, Big Dipper Star, Hage Communications, China Haida uye zvichingodaro zvinobatanidzwa mukuvakwa kwemidziyo yepasi.Iyo chete satellite inoshanda kambani muChina iChina Satcom, iyo inotonga satellite inoshanda musika.Mamwe satellite-based anogadzira maapplication anosanganisira Aerospace Hongtu, Hualichuangtong, Hypermap software, unistrong, nezvimwe.
5. Kutyaira kwakangwara: Hungwaru ndiyo mukana mukuru, uye mukana mukuru uri muchikamu chekugovera

5.1 Nekupinda kwaHuawei mumotokari dzakangwara, iyo indasitiri yakakosha cheni yakatarisana nekugadziridzwa.

Intellectualization mukana usati wamboitika mumakore makumi matatu anotevera.Automobile intellectualization ndechimwe chezviitiko zvakakosha munguva yehungwaru.Iyo indasitiri yemotokari kusvika pamwero yakati inodzokorora shanduko kubva kumichina inoshanda kuenda kune smartphones, uye iyo indasitiri yekugovera cheni uye kukosha ichagadziridzwa.Parizvino, tekinoroji yeICT uye indasitiri yemotokari zviri kuitika mukudzika kwekusangana, komputa uye hungwaru ichave nyowani yekutonga nzvimbo yeindasitiri.Musika wemotokari wechinyakare, wakapetwa katatu saizi yemafoni, ane hunyanzvi.Nharembozha dzinosvika bhiriyoni nemazana masere dzakatumirwa pasi rose uye musika wepasi rose unokosha mari inosvika mabhiriyoni mazana mashanu emadhora, sekureva kweIDC.Sekureva kweInternational Organisation of Automobile Manufacturers, mota dzakatakurwa dzepasi rose muna 2019 dzaive 64.34 miriyoni zvikamu, uye huwandu hwemotokari hwakatumirwa hwaive 91.36 miriyoni zvikamu.Zvichienderana neavhareji mutengo wemotokari dzevatakuri we200,000 yuan, musika wepasi rose wemotokari dzevatakuri wega wakasvika madhora matiriyoni 1.8.Musika wemotokari wakanyanya kurongeka kune Huawei pane iyo $500 bhiriyoni smartphone musika.

Kubva pakuona kwenguva, nhanho yehungwaru hwemotokari yakagadziridzwa nekukurumidza, uye indasitiri yemotokari iri kushanduka kubva mukugadzirwa kwechinyakare kuenda kugadzira tekinoroji.Sekureva kweChina Automotive Research And Development Co., LTD., Pamotokari nyowani makumi mashanu neshanu dzakatangwa pakati paNdira naGumiguru 2020, mazana maviri nemakumi matatu neshanu dzichange dziine L1 yakazvimirira yekutyaira basa, nepo 249 ichave neL2 yakazvimirira yekutyaira basa.Kubva muna Ndira kusvika Gumiguru 2020, chiyero chegungano cheL1 uye L2 mutyairi wekubatsira mabasa asvika kupfuura 40%, uye inotarisirwa kuramba ichikwira mune ramangwana.

Mwero wekupinda kwemagetsi nekuiswa kwemagetsi uri kuwedzera nekukurumidza, nepo kutyaira zvine hungwaru kuchiri padanho rayo rekutanga.Parizvino, kunyangwe mwero wekupinda kweL1/L2 yakangwara yakabatana mota yasvika ingangoita 30%, iyo yakaenzana nedanho rekupinza remafoni epasi rose muna 2011, kutyaira kwakangwara kwepasirese kuchiri mudanho rekutanga rehungwaru.Mune ramangwana, nekushambadzira zvishoma nezvishoma kwe5G-V2X, kubatira pamwe kwemepu yetsanangudzo yepamusoro uye mugwagwa, uye kuenderera mberi kwekuvandudza kwehungwaru mwero wemabhasikoro, kutyaira zvine hungwaru kuchasvetuka zvishoma nezvishoma kubva kuL1/L2 kuenda kuL3/L4 kusvika L5.

Kupinda kwaHuawei mumotokari dzine hungwaru panguva ino isarudzo isingadzivisiki inosanganisa yayakapihwa uye inoenderana nemaitiro eindasitiri.Nhoroondo, Huawei's yakakura-yemwero yekudyara mari mumabhizinesi matsva inowanzosangana nemamiriro maviri: chekutanga, yakakura musika kugona;Chechipiri, kubva panguva, musika uri muhusiku hwekukurumidza kuvandudzwa kwekupinda.

Huawei nguva pfupi yadarika akaburitsa yakazara stack yakangwara mota mhinduro brand HI, uye chigadzirwa matrix yeInternet yemotokari yakaumbwa zvizere. Musi wa30 Gumiguru, 2020, Huawei akafumura HI (Huawei Intelligent Automotive Solution), yakazvimirira mhando yeIntelligent mota mhinduro, pakuvhurwa kwayo kwegore kwechigadzirwa.HI full stack intelligent car solution inosanganisira 1 computing uye communication architecture uye 5 intelligent systems, kutyaira kwakachenjera, cockpit yakangwara, magetsi emagetsi, akangwara network uye gore remotokari rakangwara, pamwe chete neseti yakazara yezvakagadzirwa zvakangwara zvakadai se lidar, AR-HUD.HI's new algorithm uye operating system inosanganisira matatu computing platforms, intelligent driving computing platform, intelligent cockpit computing platform uye intelligent car control computing platform, pamwe chete nehurongwa hutatu hwekushandisa AOS (intelligent driving operating system), HOS (intelligent cockpit operating system) uye VOS. (intelligent mota control operating system).

1) Imwe komputa uye yekutaurirana dhizaini. Zvichienderana nemabasa emagetsi emagetsi emagetsi, Huawei komputa uye yekutaurirana architecture yakakamurwa kuita matatu madomasi: kutyaira, cockpit, uye kudzora mota, uye inopa inoenderana matatu computing mapuratifomu uye anoshanda masisitimu.Ichi chivakwa chinobatsira echinyakare automaker kumhanyisa maitiro esoftware-yakatsanangurwa mota uye kuona nyowani bhizinesi modhi ine inotsiviwa hardware uye inokwidziridzwa software.

2) Mashanu akangwara masisitimu.Huawei inovandudza network yemotokari terminal gore dhizaini, ichipa mashanu akangwara masisitimu.Rutivi rwekupedzisira runopa hungwaru kutyaira uye nehungwaru simba system, iyo manejimendi yakangwara network system inovhara nhevedzano yezvigadzirwa senge yekutaurirana module, T-bhokisi uye on-board network, uye iro gore rinopa huawei gore-based autonomous driving cloud service uye HiCar yakangwara cockpit system.

3) 30+ zvinhu zvakangwara.Mukukwikwidzana kwakanangana neyakajairwa Tier1, Huawei inova iyo inowedzera musika Tier yemotokari dzakangwara, ichipa zvakananga zvinhu zvine hungwaru senge lidar uye AR HUD kumabhizinesi emotokari.

Parizvino, musika weInternet wemotokari uye kutyaira zvine hungwaru inodzorwa nevekunze Tier1 hofori.Huawei's chinzvimbo chake ndechekutarisa paICT tekinoroji uye kuve mupi wekuwedzera chikamu, akatarisana ne70% yemusika unowedzera.Nekufamba kwenguva, isu tinotenda kuti Huawei anotarisirwa kuzadza gaka repamba uye kuve wepasi rose Tier1 mutengesi seBosch uye Mainland China.

5.2 Kutyaira kwakangwara: tarisa pane dhizaini maonero + sarudzo-yekuita sarudzo, komputa chikuva uye lidar kukura kwakasimba.

Intelligent yekutyaira system ndiyo yakakosha chikamu chemotokari yakangwara yakasiyana neyechinyakare mota, iyo inogona kukamurwa kuita yekuona layer, sarudzo layer uye Executive layer.Parizvino, Huawei ane marongero avo ese.Sensing layer (ziso nenzeve): inonyanya kusanganisira makamera, millimeter-wave radar, lidar uye mamwe ma sensors kuona maonero ezvakatipoteredza.Sarudzo-yekuita layer (brain) : inosanganisira machipisi nemapuratifomu emakomputa, ane basa rekugadzirisa ruzivo, uye zvichibva paruzivo rwekufanotaura, kutonga, uye kupa mirairo.Iyo executive layer (maoko netsoka: kusanganisira braking, steering, etc., ine basa rekuita mirairo nekuita zviito zvakaita sebraking, steering, lane change, etc. Musika wekuwedzera wezvikamu unounzwa nekutyaira zvine hungwaru ndiwo uri kunyanya muchikamu chekuona uye sarudzo layer, nepo Executive layer iri pamusoro pekusimudzira uye kugadzirisa.

Isu tinofungidzira kuti nzvimbo yekuwedzera yekutyaira zvine hungwaru (kunzwa uye kuita sarudzo) mumusika wemotokari dzevatyairi wekuChina ichasvika 220.8 bhiriyoni yuan panosvika 2025 uye 500 bhiriyoni yuan panosvika 2030. Pakati pavo, kukosha kwedanho rekuita sarudzo ndiko kwepamusoro, accounting inopfuura 50%.Panyaya yekukura kwekukura, computing platform uye lidar ine kukura kwakanyanya, ine musanganiswa wekukura kweinodarika 30% mumakore gumi anotevera.

Mikana yekudyara: Kukura kwakasimba mukati memakore gumi anotevera kuchave mumapuratifomu emakomputa, lidar uye mune-mumotokari makamera, achitarisa pakugovera ketani yenzvimbo uye mikana yepasirese.

Huawei ine Hardware yakasimba uye computing papuratifomu zvakanakira mumunda wekutyaira zvine hungwaru, uye kutora chikamu kwakasimba kunobatsira kukurumidza kushambadzira kweiyo yese maindasitiri cheni.Mumunda wekuona senge kamera, akati wandei emakambani anokwikwidza pasi rose abuda muChina, akadai seSunny Optics, Howe Technology, nezvimwewo, izvo zvichabatsira mukukura kwehuwandu uye chikamu chemusika wemotokari.Mukufamba kwenguva, lidar uye computing mapuratifomu ane tarisiro yakasimba yekukura mumakore anotevera e10, uye nepo makwikwi achiri mudiki uye mamiriro ari kure nekugadziriswa, kutarisa kunogona kuiswa pamakambani ekutanga ekutengesa ane wekutanga mufambisi. mukana uye kugona kuwedzera kune dzimwe nyika.

Kambani yakakosha muindasitiri yemumba

Kamera iri pabhodhi: Sainty Optics (lens yemaziso), Weil Holdings (sensor yemufananidzo)

Lidar: Lasai Technology, Radium Mwari Intelligence, Sagittarius juchuang

Computing platform: Huawei, Horizon Line Control: Bheteri

5.3 Smart Cockpit: Iyo mota infotainment system ndiyo musimboti, inotarisa kune vatengesi vane makwikwi mabhenefiti mucore hardware, operating system/software.
Hungwaru huchachinja zvachose iyo yechinyakare bhizinesi modhi, kutengesa mota haichazove iyo yekupedzisira poindi yekuziva kukosha asi nyowani yekutangira.Cockpit ndiyo nzvimbo yekudyidzana kwakangwara pakati pevanhu nemotokari.Muchiitiko chese chevanhu, mota uye imba, chiitiko chinowirirana chezviitiko zvakawanda ndicho kiyi kune yakangwara cockpit.

Isu tinotenda kuti cockpit ine hungwaru ndiyo yakanyanya kukura application mukuita kwehungwaru kutyaira,uye saizi yemusika inotarisirwa kusvika 100 bhiriyoni yuan ne2025 uye 152.7 bhiriyoni yuan panosvika 2030. Pakati pavo, hurongwa hwevaraidzo yemotokari hwakaita huwandu hwe60% kana zvakadaro. Iyo hardware uye software yehungwaru cockpit yatanga kusiyanisa.Mutengo wehardware senge skrini unodzikira nekukura kwehunyanzvi hweinjiniya, uye kukosha kwevaraidzo yemotokari uye imwe software inowedzera nemabasa akapfuma.Kudyara kweramangwana kunofanirwa kutarisa kune vatengesi veTier 1 vane mabhenefiti akabatanidzwa uye mabhenefiti emakwikwi mune yakakosha Hardware, inoshanda system/software.

Mumunda wehungwaru cockpit, oems, yechinyakare Tier1 uye Internet hofori dziri kusvika kune Tier0.5 system integrators.Iyo yeramangwana maitiro ndeye crossover uye yakawanda-munda kubatanidzwa uye kuvhura, uye kukosha kunoendeswa zvishoma nezvishoma kune software / algorithm, application uye sevhisi.Ikozvino kutariswa kuri paTier 1 vatengesi vane mabhenefiti akabatanidzwa uye mabhenefiti emakwikwi mune yakakosha Hardware uye inoshanda system/software.

Kambani yakakosha muindasitiri yemumba

Operating system: Huawei, Ali, Zhongke Chuangda

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

Varaidzo yemotokari: Baidu, Ali, Tencent, Huawei

Ratidza (HUD/ dashboard/central control screen) : Desai Xiwei, Huayang Group, Zejing Electronics

Vagadziri veChip: Huawei, Horizon, Allambition Technology

5.4 Smart magetsi: mwero wekupinda unowedzera nekukurumidza pasi pepolicy drive.Zvinokurudzirwa kutarisisa mikana yekudyara mune yakawedzera musika indasitiri cheni senge yekuchaja murwi uye mota simba semi-conductor.

"Magetsi matatu" ndicho chikamu chepakati chemotokari nyowani dzemagetsi kusiyanisa mota dzemafuta echinyakare.Isu tinofungidzira kuti saizi yemusika wemotokari yevatyairi yeChina "matatu emagetsi system" ichasvika 95.7 bhiriyoni yuan muna 2020, 268.5 bhiriyoni yuan muna 2025 uye 617.9 bhiriyoni yuan muna 2030, nekukura kwechikamu chinodarika makumi maviri muzana muna 2020-2030.

Zvinokurudzirwa kuterera kumikana yekudyara yekuwedzera musika indasitiri ketani senge yekuchaja murwi uye mota yemagetsi semiconductor.

Isu tinotenda kuti kudiwa kwemagetsi emagetsi epamusoro uye kuwiriraniswa kwemagineti emagetsi emagetsi kunosimudzira dhiraivha yemagetsi kuti isanganiswe zvakanyanya, kudiwa kweIGBT uye silicon carbide magetsi emagetsi kuri kuramba kuchiwedzera, uye magetsi akabatanidzwa zvakanyanya anosimudzira kusimudzira kutonhora. system.Pamusoro pemabhatiri, Huawei ine yakadzama dhizaini mune ese epakati maratidziro emagetsi akangwara, kunyangwe makambani epamba uye ane hukama achiumba hukama hwemakwikwi, asi muchikamu chekutanga chekusimudzira indasitiri, musika uri kure nekuzara, vanoisa mari vanofanira kubhadhara. kunyanya kutarisisa kukurumidza kuwedzera kweindasitiri kupinza mikana.

Kambani yakakosha muindasitiri yemumba

Murwi wekuchaja: Telai Electric bhatiri: Ningde Times, BYD

IGBT: Nyeredzi hafu gwara, BYD

Silicon carbide: Shandong Tianyue, SAN 'an photoelectric

Thermal manejimendi: Sanhua yakangwara kutonga

5.5 Intelligent network: Maitiro eInternet yeMotokari kumberi kuisirwa, module uye T-bhokisi kumakambani madiki uye epakati nepakati anogona kupaza.

Isu tinotenda kuti pane-bhodhi module, gedhi module uye T-bhokisi ndiwo makuru emu-mota zvikamu zvekuona iyo-bhodhi yekutaurirana basa.Zvinoenderana nekuverenga, kukosha kwenzvimbo yemusika wekuChina wemotokari yevatyairi yekufambisa bhasikoro mune ramangwana ichasvika 27.6 bhiriyoni yuan muna 2025 uye 40.8 bhiriyoni yuan muna 2030. Pakati pavo, mota module uye mota T-bhokisi 10 makore ekuwedzera kukura pagumi %.

Mikana Yekudyara: Chips ichiri mutambo wevakomana hombe, mods uye T-mabhokisi anoita kuti zvibvire kuti makambani madiki abude.

Chips ichiri mutambo wevakomana hombe, uye pane nzvimbo yekuti vatambi vadiki vapanze mumamodhi uye T-mabhokisi.Mumunda wekutaurirana machipisi uye mamodule, echinyakare mobile chip hofori dzakadai seQualcomm neHuawei vachiri vatambi vakuru.Iyo chip makwikwi chipingamupinyi chakakwira, mubairo wakanyanya kupa, hofori icharamba ichitarisa pane chip kwenguva yakareba, iyo chip module ichave yekuzvishandisa kana kupa munhu wega-yekupedzisira vatengi.Naizvozvo, kuchine mikana yevagadziri vechinyakare chip module kuti vabude mundima iyi.

Kambani yakakosha muindasitiri yemumba

Nhaurirano module: kutaurirana kure, kutaurirana kwakakura

T-bhokisi: Huawei, Desai Ciwei, Gao Xinxing

5.6 Vehicle Cloud sevhisi: Tarisiro yemotokari yegore sevhisi yakakura.Nesevhisi yakazara-stack, Huawei inotarisirwa kubata

Huawei anonoka mumunda wemotokari makore masevhisi.Iyo inonyanya kupa ina kuwanda kwekuwedzera kwemotokari makore masevhisi, anoti kutyaira kwega, yakakwirira-chaiyo mepu, Internet yeMotokari uye V2X.Mune ramangwana, zvinotarisirwa kutungamira mune akawanda-gore uye hybrid cloud maitiro ane yakazara stack yekupedzisira-kumagumo mabhenefiti.

Emba uye ekunze tekinoroji hofori dziri kupinda mumotokari gore sevhisi, akawanda-makore, hybrid gore uye mamwe maitiro, makore gumi anotevera kune nzvimbo yakakura yekukura, indasitiri yeketani vanobatana vanotarisirwa kuwana kukura kwakafanana neHuawei mota yegore sevhisi.Zvinokurudzirwa kuti ubate mikana yekudyara yeHuawei Cloud sevhisi indasitiri cheni vanobatana kubva pakuvaka zvivakwa, data kune application uye sevhisi zvinoenderana nekufambisa kutevedzana kwevalue ketani.

Kambani yakakosha muindasitiri yemumba

ICT zvivakwa vanobatana: GDS, IHUalu, China Software International, Digital China, nezvimwe.

Vakangwara inzwi vabatsiri: IFlytek, nezvimwe.

Yakanyanya kurongeka mepu shamwari: mana mativi mepu nyowani, nezvimwe.

Vashandi veInternet yeMotokari: Shanghai Botai, nezvimwe.

Mota app vanobatirana: Bilibili, rwendo rwakafanana, Deep Love teerera, Gedou, nezvimwe.

5.7 Offline mikana yekudyara yevaridzi vemotokari vakangwara

"Intelligent" ndiro musimboti wezwi uye mutsara mukuru wekudyara kwedu munguva yemotokari dzakangwara.Kutenderedza mutsara mukuru wehungwaru, isu tinotenda kuti iyo yakazara kumhanya kwekudyara mumotokari dzakangwara inoda kubata masaisai matatu.

Mafungu ekutanga, ketani yekugovera.Isu tine tarisiro pamusoro pekusimuka kweChinese yekugovera cheni munguva yemotokari dzakangwara, uye isu tinokwanisa kubata mikana yekudyara kubva pamatanho matatu.Kutanga, mikana yekuwedzera kwenyika.Mune zvimwe zvikamu zvakaita semabhatiri, makamera, networked modules uye vehicular communication equipment, makambani anotungamira epamba anokwanisa kuwedzera pasi rose.Paunenge uchingopinda pasi rose core OEM supply chain, chiyero chinogona kukurumidza kuwedzerwa.Yechipiri ndeyekugadziriswa kwenzvimbo yekutsiviwa kwemukana, mune zvimwe zvikamu zvakaita semotokari IGBT, MCU, millimeter-wave radar, thermal manejimendi, kutonga newaya, nezvimwe, mamwe makambani epamba kuburikidza nekudzokorodza uye kusimudzira anotarisirwa kupera zvishoma nezvishoma mugove wemusika wekutsiviwa kwehofori dzemhiri kwemakungwa mune ramangwana.Chechitatu, mukana wekutsva wedunhu shuffle, mune zvimwe zvikamu senge computing chikuva, lidar, yakakwirira-chaiyo mepu, silicon carbide magetsi zvishandiso, kupinda uye kushandiswa kwehunyanzvi tekinoroji kuchangotanga, nekushandurwa kwemabhizinesi emotokari akazvimirira uye kusimuka kwemasimba matsva mukugadzira mota dzepamba, inotarisirwa kugadzira chikamu chitsva chemutungamiri wenyika.

Yechipiri wave: oems uye yakazvimirira yekutyaira mhinduro vanopa. Mota dzeSmart dzinopa mikana kumakambani emotokari eChinese kuti achinje nzira nekupfuura mota.Iwo makambani anotadza kuenderana nemaitiro emotokari dzakangwara anobviswa.Kutenderera uku kuchangotanga, uye kwave kutanga kutonga kuti ndiani anokunda.Tinogona kungoona ruzivo kana chiyero chekupinda kwemotokari itsva yeChina inosvika 20% muna 2025. OEMS ichakamurwa kuita misasa miviri.Mazhinji emasimba matsva uye mamwe echinyakare anotungamira vanogadzira vanosarudza yakatwasuka yekubatanidza modhi uye kugadzira iyo yakakosha software uye imwe Hardware vari voga.Mazhinji echinyakare anogadzira mota anozopa kugadzira nekubatanidza kugona, uye kushanda padhuze neICT hofori dzakaita seHuawei neWaymo iyo inyanzvi yakazara-stack yakazvimirira yekutyaira tekinoroji.Iwo ari kusimukira oems uye anozvimiririra ekutyaira mhinduro vanopa, izvo zvichatora yakawanda purofiti yeindasitiri, ndivo vachave vakundi vakakura mune iri wave.

Yechitatu wave, maapplication uye masevhisi.Nekuzivikanwa kwezvivakwa zvekubatana kwemotokari kuenda kumugwagwa uye kuvandudzwa kwehungwaru hwemabhasikoro, musika weL4 wekutengesa wemota dzevatyairi, sevhisi yeRobotaxi inopinda muchikamu chekushanda, uye mashandisirwo nemasevhisi anoenderana neakazvimirira ekutyaira anotanga kuputika.Autonomous kutyaira zvivakwa zvevanopa, makambani ekufambisa basa, uye nharembozha yeInternet yemotokari application uye sevhisi papuratifomu vanopa ichave yakatarisana neyechitatu wave yekudyara.

Tine tarisiro yekuti Huawei anotarisirwa kuzadza gaka repamba uye kuve mutengesi mutsva weICT Tier1 wemadhora mazana mashanu padivi peBosch neChina Mainland. Pamusoro pezvishoma zvinongedzo zvakaita sekugadzira mota, bhatiri, ultrasonic radar, vehicular infotainment muchina uye imwe yakaderera-yakakosha hardware, Huawei ine dhizaini munenge ese epakati malink ekutyaira kwakangwara.

Isu tinotenda kuti kutora chikamu kwaHuawei kuchasimudzira indasitiri yekutyaira kwakangwara kweChina, hungwaru hwekutyaira indasitiri mumubatanidzwa webhodhi-refu, makambani ekudyidzana emubatanidzwa anotarisirwa kuve ekutanga kubatsirwa.Zvakadai seOEMS changan, Baic simba idzva, bhatiri rinotungamira nguva dzeNingde, vagadziri vemepu vakakwana, senge mepu itsva yemativi mana.

Kune zvikamu izvo Huawei yakapinda kana kuisa kunze, senge lidar, computing chikuva, IGBT uye zvimwe zvikamu, nekuda kweiyo yakaderera indasitiri yekupinda kana iyo yenzvimbo ichangotanga, TAM musika nzvimbo yakakura zvakakwana, uye mamwe makambani akaisa. kunze muminda iyi vachiri vane mikana mikuru mari.Kazhinji, tichifunga kuti kupinda kwaHuawei mumunda wemotokari dzakangwara kuchiri padanho rekutanga, pane huwandu hwakanyanya hwekusaziva kuti ndiani achabatsirikana kubva kumaindasitiri echeni vanobatana uye kuti vachabatsirika sei, uye kuenderera mberi kwesimba kunodikanwa ramangwana.

Huawei inotarisa pakutyaira kwakangwara, cockpit yakangwara, network yakangwara, magetsi akangwara, uye mota makore masevhisi, ayo ariwo misika yakakosha yekuwedzera inounzwa nemotokari dzakangwara mune ramangwana.Isu tinofungidzira kuti huwandu hwemusika wemusika wemusika wemotokari dzevatyairi weChina huchakura kubva pamabhiriyoni mazana maviri emayuan muna 2020 kusvika pa1.8 trillion yuan muna 2030, paine makore gumi ekukura kwechikamu che25%.Avhareji kukosha kwemabhasikoro akaunzwa nehungwaru kubatana kunokwira kubva pa10,000 yuan kusvika pa70,000 yuan. Kubva pakuona kwechimiro, remangwana rakangwara magetsi, hungwaru kutyaira, mota makore masevhisi anozozvidavirira kupfuura 90%.Parizvino, chikamu chepamusoro chemagetsi akangwara mune anopfuura 45%, kutyaira kwakangwara kuchava musimba repakati, kukosha kwe2025 kwakaverengerwa nezve 31%.Parizvino, kukosha kwemusika wemotokari makore masevhisi haasati abuda, uye inotarisirwa kuverengera 12% ne2025 uye 30% ne2030.

Pakati pezvikamu zvishanu zvataurwa pamusoro apa, vanoisa mari vanorayirwa kuti vatarise pazvikamu zvine nzvimbo yakakura yekuwedzera uye kukosha kwebhasikoro, sebhatiri, lidar, computing platform, IGBT, mepu uye software service provider, uye motokari network module.

Indasitiri yepasi rose inozvitonga yekutyaira iri munguva yekukura nekukurumidza.Iko kukosha kwekugovera kweketani yemaindasitiri kuchachinja kubva kune yekugovera kuenda kune yakangwara yekutyaira mhinduro vagadziri, oems, uye maapplication uye masevhisi misika.Zvinokurudzirwa kutarisa pane zvinotevera:
Kutyaira kwakangwara: Sainty Optics/Weil (kamera yemotokari), Hexai Technology/Radium Intelligence/Sagitar Juchuang (liDAR), Huawei/Horizon (chikuva chekombuyuta), Bheteri (kudzora tambo)

Smart cockpit: huawei/ali/kechuang (operating system), huawei/horizon/chi tekinoroji (chip) akangwara emagetsi: ningde age/byd (bhatiri), anosvika hafu yegwara/byd (IGBT), shandong mazuva yue/matatu AnGuang magetsi (sic ), maruva matatu ehungwaru kutonga (kupisa manejimendi), (kufona) akangwara ekuchaja mirwi akagadzirwa: Yuyuan/Fibocom (Communication module), Huawei/Desesiwei/Gao Xinxing (T-Box)

Vehicle Cloud services: GDS/China Software International (ICT infrastructure partner), 4d Mepu Itsva (High Precision Mepu)

Zvitanhatu.zvinangwa zvakakosha

5G: China Mobile/China Telecom/China Unicom (operator), ZTE (main equipment mutengesi), Zhongji Xuchuang/Xinyisheng (optical module), Shijia Photon (optical chip), DreamNet Group (5G nhau)

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

Mota dzine njere: Horizon (chikuva chekomputa), Sun-Yu Optics (optical perception), Hexai Technology (lidar), Star Semi-guidance (IGBT), Zhongke Chuangda (operating system), Desai Xiwei (cockpit yakangwara)

Nomwe.mazano engozi
Muenzaniso webhizimisi wakajeka hausati waumbwa nokuda kwebhizimisi re5G 2C, uye zvichatora makore 2-3 kuti indasitiri iwedzere kushandiswa kwayo, uye kuda kwevashandi kushandisa mari ye5G inogona kunge yakaderera pane inotarisirwa;
Kukura kweICP capital expenditure kuri kuderera, uye kuvandudzwa kwebhizimusi regore reruzhinji rinogona kusasangana nezvinotarisirwa;Kufambira mberi kwemabhizinesi pagore hakuna kuita sezvaitarisirwa, kukwikwidza kweindasitiri kuri kuwedzera, uye bhizinesi rekushandisa IT rakaderedzwa zvakanyanya;
The localization of software ishoma pane zvaitarisirwa;Huwandu hweInternet Yezvinhu (iot) yekubatanidza haisi kukura sezvaitarisirwa, uye cheni yeindasitiri iri kusarira kumashure;
Indasitiri yekutyaira yakangwara haisi kukura sezvaitarisirwa;
Njodzi dzekuwedzera kusawirirana kwekutengeserana pakati peChina neUnited States.