The "three big and four small" innovation pattern has emerged. Who is the boss in the trillion market?

Innovation is the abbreviation of information technology application innovation. The development of new industries can realize independent security in the field of information technology and localization in the fields of basic hardware, basic software, cloud platform, application software and information network security. The state has continuously increased its support for scientific and technological innovation, and new industries have become national strategies.

According to relevant data, innovative industries will be comprehensively promoted in key industries in the next three years, and the market capacity of innovation in China will exceed one trillion yuan by 2023.

Why is the new creation a trillion market? A very important reason is that Xinchuang is a huge industrial chain. According to the latest research report on new industries in China (202 1) released by iResearch, it can be roughly divided into five parts according to different levels: basic hardware, basic software, cloud, application software and information security, and each part also includes many companies.

Basic hardware: the whole machine (Lenovo, Inspur, etc. ), storage (Changjiang storage, Ziguang, etc. ), Chip (Kun Peng, Tengfei, etc. );

Basic software: database (Damon, NPC gold warehouse, etc. ), operating system (Kirin, Tongxin, etc. ), middleware (Dongfang Tong (300379, Guba), Kingdee Tian Yan, etc. );

Clouds: Alibaba Cloud, Huawei Cloud, Inspur Cloud, Tianyi Cloud, Yi Jie Nebula, China Electronic Cloud, etc.

Application software: streaming media software (WPS, Yongzhong software, etc. ), typesetting software (Fuxin, digital web dimension, etc. ), OA (Pan Wei, Lanling, etc. ), ERP (Kingdee, UFIDA, etc. ), others;

Information security: Qi Anxin, Shen Xin (300454, Share Bar) Technology, Lv Meng Technology (300369, Share Bar), AsiaInfo Security, 360, Venus (002439, Share Bar), Tianrongxin, etc.

The report also shows that the overall innovation field shows a trend of "collectivization" and has gradually formed a "three big and four small" innovation market pattern.

"Big Three" refers to China Electronics (CEC), China Electronics (CETC) and Huawei, which are the first to enter the new market and occupy a high market share. Xinchuang first landed in the party and government market, so enterprises with relevant backgrounds entered first, and the layout was relatively perfect. China Electronics and China Electric Branch have rich experience in government project operation, and have taken the lead in building their own relatively complete service industry chain through "holding, equity participation or strategic investment".

Taking China Electric Power Branch as an example, as early as 20 19, it completed the strategic investment in Chianxin, Yi Jie Xingyun and Siwen Haihui, and completed the industrial puzzles in the fields of security, cloud computing and finance, forming an independent, secure and complete information innovation industrial chain from core to cloud to application.

As an important private enterprise in China, Huawei is constantly seeking breakthroughs in chip, storage, database and operating system. And create a new industrial chain through "ecological alliance and open source community".

"Four Small" refers to the Ministry of Space, the Ministry of Science, Inspur and Ziguang. If the "Big Three" has built a relatively complete new service industry chain, serving the whole region and the whole industry, then the "Four Small" is to actively deploy local, local links and local markets in newly created outlets.

Among them, in the whole industrial chain of Xinchuangyun, Xinchuangyun plays an important role in connecting the preceding with the following: connecting the basic software and hardware independently developed by domestic CPU and operating system. Downward and upward adaptation to various enterprise-level applications. The new cloud will flourish, which will promote the rapid growth of the cloud computing market in China.

At present, China's new cloud industry as a whole is in the early stage of development, which is also a critical period to seize the first wave of market discourse power. According to "Research Report on New Industries in China (202 1)", at present, the representative manufacturers of new cloud, such as Huawei Cloud, Inspur Cloud and Yi Jie Nebula (CEC strategic investment of China Electric Power Branch), all rely on certain IT service ecology and provide new cloud services by cooperating with other basic software and hardware manufacturers.

With 202 1, the development of innovation has expanded from the party and government market to the industry market, and the demand for innovative cloud has increased dramatically. It is understood that Yi Jie Xingyun announced at the industry's first Xinchuangyun conference in April this year that it has landed 100+ Xinchuangyun, and CEO Chen Xilun also predicted: "2026,5438+0 will be the first year of Xinchuangyun!"

It is not just a new cloud. On the whole, the new industry has entered a "window period", and the domestic new echelon has basically taken shape. The leader of creating a trillion-dollar market will be produced in the "three big and four small".

The article was transferred from: Dajing. com