Made by Qi Chao. Com "see column"
Tongdun Technology, founded on 20 12, is based on the artificial intelligence industry and has been searching for gold in the ocean of data. It has also built its own artificial intelligence decision-making platform and * * * intelligent platform, but this seemingly promising blue ocean seems to have caused Tongdun Technology to fall into a drowning crisis.
The giants are clustered together, and the competitiveness of Tongdun Technology is in doubt.
Artificial intelligence, a futuristic technology, is undoubtedly an excellent development direction for many Internet giants who are based on the present and look to the future. And based on their own huge database, they almost have a unique advantage in the research and development ability of AI intelligence.
According to the analysis of the current situation and application trend of artificial intelligence market in China in 20021released by relevant research institutions, the artificial intelligence industry has developed rapidly and its application fields have been further expanded. After further subdivision into the software and hardware market, it can be clearly seen that the growth point of software is concentrated in customer service, finance and education; In terms of hardware, it is a drone, and warehousing, logistics and intelligent robots have the upper hand.
At present, the first echelon of artificial intelligence industry is still familiar with 3+ 1: rising stars such as Baidu, Tencent, Alibaba and Iflytek, including China Electronic Cloud, Tongdun Technology, Laiye Technology and other enterprises with certain technical strength, but there is still a big gap compared with the four major companies in the first echelon.
Mckinsey also gave his own prediction on the future development direction of the artificial intelligence market: around 2025, artificial intelligence will become a huge market exceeding 10 trillion US dollars, with emphasis on the sinking application of AI, including but not limited to: AI+ security, AI+ finance, AI+ medical care and AI+ robots.
Tongdun Technology can't compete with the previous big manufacturers in technology, so it wisely chose to avoid the field of cloud services and choose another direction: to build its own AI application platform and seize this still-in-its-infancy market from the perspective of three-party services, but it ignores one point: the accuracy of AI is determined by the number of data samples, and Tongdun Technology does not have much advantage in this respect.
In addition, Tongdun Technology said that it is currently focusing on three major scenarios: financial risk, security and digitalization of government and enterprises, aiming to help customers prevent fraud and security risks and accelerate the pace of digital transformation. It is also a well-known fact that the data of these three industries need more strict and comprehensive security protection. Therefore, it is still unknown how Tongdun Technology can ensure that its products can exert their full strength in these fields.
Instead of taking Tongdun Technology in the field of cloud computing and cloud services, if it is only a three-party service, it will face a severe market situation in the future: customers need to conduct multiple tenders and purchases, and multiple systems need to be matched and docked, which is quite different from the current mainstream trend.
If you join the government, enterprises and finance, you may not be able to compete with the foundation of Hong Miao.
Tongdun Technology has deep attainments in government solutions and financial AI intelligent platforms. , and claimed that through data intelligence and scientific model, help customers get through the blocking points, pain points and breakpoints of bank-enterprise financing, so that the credit business runs well and forms scale effect.
After intelligent office and paperless office are becoming more and more daily, people have a demand for mobile office. Especially in the context of repeated epidemics, how to maintain normal and orderly work and handle business efficiently has become a major problem for the government, enterprises and financial industries.
Tongdun Technology has given a comprehensive and intimate answer, whether it is cloud service or enterprise platform construction and service consultation, but at the stage when the company is not large enough, rashly carrying out too many businesses will only bring more development burden to the enterprise.
Leye Technology, as one of Tongdun's competitors, recently obtained another $70 million in financing, and decided to go abroad and explore overseas markets in the next step. Its main product is also AI intelligence, but it knows that it is very difficult for enterprises to achieve a breakthrough from zero AI to full AI. Therefore, Leye Technology didn't bite the bullet and do it. Instead, make your own ecosystem perfect and let customers choose.
Leye Technology has won customers' recognition for retreating: in the past three years, Leye Technology's revenue has maintained a high-speed growth of 65,438+0.20%, which can be described as another dark horse in the industry. It has deeply cultivated the man-machine collaboration and self-research platform, but has developed more other businesses.
On the other hand, Tongdun Technology, according to the insiders' 20 19:20 16 to 20 18, Tongdun's operating income was 60.66 million yuan, 26/kloc-0.00 million yuan and 542 million yuan respectively. By the end of 20 18, although Tongdun recorded an accounting loss, it realized a cash profit with a net operating cash flow of 76.77 million yuan. In other words, Tongdun Technology is still burning money.
The dilemma that Tongdun Technology needs to face is whether its brand reputation can win the recognition of government departments, banks and other institutions as a platform that needs direct contact with customers' private data. After central enterprises begin to intervene in this market, the market's views on such private enterprises are likely to change.
China Electronic Cloud is a digital economic infrastructure built by China Electronics and Information Industry Group for the government, public service institutions and large group enterprises, which integrates multi-party cloud service capabilities. Behind it is a wholly state-owned enterprise, whose technical strength, brand reputation and reputation are unquestionable, and its development direction is similar to that of Tongdun Technology: multi-angle and full coverage, but China Electronic Cloud is more comprehensive.
China Electronic Cloud has built multi-dimensional systematic products, full stack technology and all-round operation services covering security protection, IaaS, PaaS, government applications and enterprise applications. At the same time, it provides innovative public cloud services and exclusive cloud products, which have the advantages of full stack security, multi-core in one cloud, cloudy fusion and multi-domain proprietary.
Leye Technology and China Electronic Cloud have their own brand characteristics in the development direction and current achievements, but Tongdun Technology has not shown the tonality and advantages of its own brands so far. There is a certain gap with the products of the first echelon, and there is not much advantage compared with competitors. It is not enough to support products too far in the industry.
Artificial intelligence is still controversial and manpower is irreplaceable.
No one dares to deny that artificial intelligence is a hot trend in the future. With the development of "internet plus" era, more and more industries began to try to use artificial intelligence to promote the further development of the industry by means of man-machine cooperation and AI decision-making, and medical care and finance were no exception.
The way of AI+ finance has been widely used in the risk control department and investment department of banks. For example, the preliminary audit of data, automatic capture of big data and so on. However, in the medical field, the application of artificial intelligence has always been controversial, which is also a major problem that Tongdun Technology has to face.
AI intelligence involves the medical industry, but it is actually limited to the front end. That is, the initial screening of diseases and the diagnosis of some common diseases. However, due to the existence of individual differences, even with the health data of 65.438+0.4 billion people as the base reference, some rare diseases will still be missed.
In recent years, artificial intelligence has been widely used in the field of endoscopy. Gastroenteroscopy, as the gold standard for diagnosis and treatment of gastrointestinal tract, has been paid more and more attention. The advice given by experts is: people over 40 years old are advised to check once a year. With the reform and optimization of primary health care, the endoscopic wizard, which uses AI intelligence to help doctors with endoscopic diagnosis and treatment, came into being.
But so far, this product can only help doctors identify the parts reached by the endoscope and help prompt some obvious pathological problems, but it still can't help doctors make a diagnosis directly. This is really helpful for some inexperienced endoscopic operators, but it is not enough for top hospitals.
There are not many companies trying to develop AI intelligence in the medical field. Tongdun Technology must have done enough market research on this point, but sometimes it is not easy to find another way. There are countless companies doing AI finance and AI security, but there are only a handful in the field of AI medical care, and the signals released may not be as optimistic as Tongdun Technology imagined.
AI intelligence is undeniably a promising industry, but today, even if many developed countries have extremely advanced AI intelligence technology, in some areas, they will still believe in the power of people, not a bunch of cold numbers. This is also a bottleneck that the AI ? ? intelligent industry cannot break through.
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If the artificial intelligence industry is compared to a pyramid, then an open and comprehensive ecosystem is the cornerstone of the industry, but it is a long-term strategic goal that can bring the highest benefits; Established industry technology is the second layer, which is one of the foundations of product competitiveness; At the top of the pyramid is a set of one-stop industrial solutions to solve customer problems, which is also the key to corporate revenue.
The pyramid of Tongdun Technology seems to be the opposite, starting from the top and gradually building its own solid foundation, but it is not predicted in advance. Nowadays, competitors of AI finance, AI security and AI solutions have mushroomed. At present, Tongdun Technology still has good competitiveness, but the future still needs careful consideration.