The opportunity of the Internet of Things in China is just around the corner, but how do you seize this opportunity? The easiest way to think about it is to learn first and learn from developed countries in Europe and America, because whether it is IoT technology or philosophy, the foundations of developed countries in Europe and America are much stronger than China.
As the saying goes, "the teacher has long skills to control the country." China once ate too many losses because of the closed-door country, so most people have already realized this aspect of consciousness. However, it is necessary to fully recognize the advantages and disadvantages of the company, to develop strengths and avoid weaknesses, and then to seize the opportunity of their own industry chain is the essence of learning.
As for how to learn, some people say that they need to learn American openness and understanding of new things; others say that they need to learn the practical craftsmanship of Germans and Japanese; others say they want to learn the creative ability of Israelis. All kinds of arguments, no matter what, there seems to be a merit.
However, it is too complicated to be chaotic. The simple thing is to learn all the advantages of other countries. I think the final result will become "four unlike." The power of each country also has a process of learning. The United States was originally a colony. Germany also started from a cottage. Japan was exactly the same as China at the time, more than 100 years ago. These countries are constantly growing through learning and eventually become The leader of the world.
Because these countries have mastered the learning methods tailored for themselves, and seized the opportunity of an era, combined with the time, place, people and various factors to be powerful.
Although the value of the Internet of Things market is huge, it is still unknown that Chinese companies can extract most of their value.
Let's not say that the consumer market is still immature. The profit in the terminal market is low, and the competitiveness of the company is not strong. If you only focus on developing the consumer market, it will not grow much compared with the current Chinese manufacturing situation. Only close to the upstream is the way to improve the overall level of China's manufacturing, and many core technologies, such as chips, industrial software and other core technologies, China and foreign countries are far apart, it is difficult to say that it is an opportunity for Chinese companies.
Therefore, it is understood that the current industrial situation in China can better enable enterprises to find breakthroughs in cutting into the industry. The author believes that the biggest opportunities for Chinese enterprises can be analyzed from the perspectives of incremental market and stock market.
Incremental market represented by cloud computing and big data
The industrial structure with high thresholds such as chips has been completed, and it is not in line with the interests and development of enterprises.
The barriers of chip technology, precision manufacturing, industrial control systems and other industries are very high, and the industry pattern has already formed, so this is the first opportunity for Chinese companies to lose. At this time, it is obviously asking for trouble to break the head and squeeze inside.
Therefore, unless it is related to areas such as national strategic needs, it should be carefully considered before entering these fields. After all, for a company to break the industry barriers of other countries, it is not easy to have advanced technology with independent intellectual property rights. Moreover, unlike the military or national strategic projects, it is not supported by the various resources of the country. Business and return issues. What enterprises value most is the interests. Therefore, it is obviously unwise to make great efforts to compete with the currently mature industrial chain enterprises.
For enterprises in the field of Internet of Things in China, chip companies and high-end manufacturing companies are barriers that are in front of them. There are too few opportunities for further breakthroughs. Throughout China’s enterprises, although they have been vigorously developed as early as a few decades ago, Technology and high-end technology, but the companies that are truly able to achieve this level of success are still rare.
Cloud computing and big data and artificial intelligence and other related industries are new incremental markets that have emerged in the Internet of Things era. This is the biggest opportunity for Chinese companies.
The large population and large market consumption level provide natural conditions for the development of cloud computing and big data.
China's current situation is also providing a foundation for the development of cloud computing, big data, artificial intelligence and other industries. First of all, from the existing production, China's manufacturing, consumer electronics and other industries have developed a lot, but it is difficult to say strong, but in the emerging Internet industry and mobile Internet industry, China does not count Behind, connected companies represented by BAT are also well-known worldwide. From a previous ranking of global Internet companies, China has become the second largest Internet country after the United States.
20 Internet companies with the highest market capitalization in the world, with a unit of US$1 billion
It is precisely because China has a good Internet power, coupled with China's huge population base, which provides a soil for innate growth in the development of cloud computing and big data.
Internet companies are the easiest companies to develop in the direction of cloud computing and big data. Google, Amazon, and Ali are the leaders of cloud computing companies around the world. It can be said that Internet companies have unique advantages in cloud computing development.
Big data, as its name suggests, is meaningful when it comes to data that is so large that it is analyzed, so the population is large, the economy is large, and there are many economic activities. These are good opportunities for the development of cloud computing and big data. .
Stock market represented by intelligent solution companies
If cloud computing and big data are opportunities for the Internet of Things to bring incremental markets to Chinese companies, then using existing economic conditions to carry out intelligent upgrades is an opportunity for the Internet of Things to bring to the Chinese companies’ stock market. The biggest opportunity for the stock market is to be an intelligent solution company.
Intelligent solution enterprises play a catalytic role in the industry and accelerate the development of traditional industries to intelligent industries. Intelligent enterprises will be able to make full use of existing resources, including the existing chip industry, provided by cloud computing giants. The technical resources of the IaaS layer and the huge existing industry and product market resources.
This is a very large market. For example, to build a smart city, a smart community, the main market must be to transform the existing buildings.
For the existing traditional industries, such as home appliances, enterprises, steel, energy and other vertical industries to carry out the overall industrial upgrading, is also a huge potential market for intelligent solutions companies.
Intelligent solution companies can use the basic technologies such as chips and cloud computing to uniquely design different products in different vertical industries and even different projects, so that the real world of IoT becomes rich and colorful.
I believe that the "Internet of Things" is not a new word for many people, and the trend of the Internet of Things is becoming more and more obvious, but for the question of how to get on this "Dongfeng", both entrepreneurs and traditional enterprises appear It is a bit blind. The two aspects of the incremental market and the stock market mentioned in the article are only a general direction. In this future, the people with a heart need to maintain a clear mind.
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