Source:CCTV
Editor's note: 4 based on the industrial communication and intelligent, and these two aspects are closely related and rare metals. Germanium is the key material of optical fiber communication, fiber materials in doped germanium tetrachloride can realize photoelectric conversion function; intelligent is through the software system to command hundreds of millions of large and small sensor chip, voice, light perception, conductance, thermal and magnetic materials without exception, and indium, germanium, gallium, selenium, tellurium, bismuth and rare earth materials are closely related.
In ministry issued the "about carrying out 2015 intelligent manufacturing pilot demonstration of the special action notice" and the 2015 intelligent manufacturing pilot demonstration of the special action plan "after, China Zhi made the word for many investors feel machinery manufacturing industrial upgrading of the urgent. At the same time we see, with big data, cloud computing, mobile technology as the main driving means a new round of industrial upgrading. Chinese "4 industry" concept is also off the market investment. But all this and IT industry, related software, hardware design and manufacturing of computer. The listing Corporation, which IT chip manufacturing enterprises, software design can Chinese made, "4 industrial power?
According to the expression of Miao Wei, Minister of industry and information during the two sessions this year, the intelligent manufacturing is one of the starting point in the Internet industry, in the next 20 years, the development of China's Internet industry at least bring about $3 trillion increase in GDP and industrial application of Internet and enterprise efficiency will increased by about 20%, the cost can be decreased by 20%, energy-saving emission reduction can be decreased by about 10 percent. At present, the development level of industrial computer, Founder Securities researcher Zhao Cheng analysis.
Zhaocheng: our country from 2014 began to mention the concept of Internet industry, 2014 U.S. operations team observed this phenomenon, our country Internet industry or industrial 4.0 should is still in its infancy, but our current and developed countries stand on the same starting line, social, mobile, data, and cloud computing, these four characteristics, we now social and mobile is very advantageous, and our population entry is very large, in big data and cloud computing the core technology still has some lack of, but it is now being overtaken. If simple from the computer industry, enterprise mobile Internet or industrial 4.0, this space is probably 5 billion, in August last year, I wrote an article, called "mobile Internet business is not legitimate," space is 5 billion, made a conservative estimate, that is to say, after 10 years, every year the computer software and services space will reach 5 billion, which is a very large industry.
The development of the Internet and the Internet is China + industrial manufacturing is an important content of 2025, which is the future development direction of manufacture China. Be the first to bear the brunt is the industrial computer, the main intelligent solution is industrial software. For a long time China's software industry is dominated by foreign brands, and domestic enterprises in this regard vulnerable. At present still follow this pattern?
Zhao Cheng: I personally launched a report in April last year, called the mobile Internet subversion, large pattern, great opportunities, in which I am on the mobile Internet big chain conducted an analysis, it includes computer, communication, Internet and mobile Internet which is in an industry chain, we found in the communication of Internet and mobile internet field, our country actually walk in front of a lot, and there are many great companies, such as Huawei in the telecommunications equipment industry, and Alibaba is on the Internet, Tencent and Baidu manufacturing industry chain in the computer, either hardware or software, we are still in weak position, this pattern will gradually be changed, because our country is encouraging or promote a is called self controlled, there will be the hardware such as chip chip, software, and software such as operating system, will be a very important one deployment.
We can infer that if, in the next 5 to 10 years, the computer software industry will get great progress. Our country did not like the United States that produce big companies like Microsoft, we in the software field, company's largest or Huawei, ZTE with Alibaba such company is a lot of people do not understand, Huawei how is the biggest software company, it is actually embedded in the software and communication equipment which will is embedded in the operating system, for example Huawei 2500 billion spending may have 20% of the software, count down more than 500 million income scale.