China's big data industry has entered a deepening stage
China's big data industry has gone through nearly 1 years from germination to now. In the first year of the 14th Five-Year Plan, the big data industry has also entered a new stage of integrated innovation and deep application. The integrated application technology of big data in medical, industrial, transportation and other fields has accelerated innovation breakthroughs, and the focus of big data integration application has changed from virtual economy to real economy; In terms of the underlying technology of big data, breakthroughs have been made in information security, pattern recognition, language engineering, computer-aided design, high-performance computing, etc., and the field of big data technology has gradually filled the shortcomings and further strengthened the long board.
the market scale in 221 is close to 9 billion yuan
In recent years, China's big data industry has achieved rapid development. According to CCID statistics, the market scale of China's big data has increased from 61.97 billion yuan in 219 to 86.31 billion yuan in 221, with a compound annual growth rate of 18.%. The market scale of big data includes the market income of big data-related hardware, software and services. Under the global COVID-19 epidemic, China's economy has taken the lead in recovery and generally maintained a recovery trend. With the rapid development and construction of digital economy, digital China and smart cities, the role of big data industry in driving digital innovation and integration of economy and society will be further enhanced, the application scope will be further broadened, and the big data market will also maintain a sustained and rapid growth trend.
The financial industry is the largest downstream industry of China's data industry.
The big data analysis industry refers to the big data segmentation industry that uses big data technology to process, analyze, mine and apply huge data, realize the value of big data, and empower customers to operate digitally in the form of products or services. In recent years, with the continuous extensive and in-depth demand of downstream industries for digital operation of full business processes, the big data analysis market has achieved good development, showing a high-speed development trend. According to CCID's data, in 221, among the downstream industries of China's big data analysis market, finance, government, telecommunications and Internet ranked in the top four application fields, accounting for 19.1%, 16.5%, 15.2% and 13.9% respectively, totaling over 6%.
The demand for big data software and services is increasing
At present, China's big data industry has entered a stage of high-quality development, and the demand for big data software and big data services has been increasing, while the proportion of big data hardware has decreased, but it still dominates. In 221, the market share of big data hardware, big data software and big data services in China was 4.5%, 25.7% and 33.8% respectively. In recent years, the proportion of big data hardware is gradually declining, and the proportion of big data software and big data services is gradually increasing. In the future, China's big data software and service market will show a better development trend than the hardware market.
There are great differences in the degree of competition among different types of big data enterprises
At present, the IT industry has formed some hierarchical distribution in the development process, including servers and underlying systems, software and applications. Big data also needs to be developed on the original architecture. Enterprises that used to do infrastructure, such as Lenovo and Huawei, should also transform into big data and provide large-scale storage with low cost and low energy consumption, which is the foundation of the big data industry. The middle layer is data analysis software similar to Hadoop and MapReduce, and the original software industry should also be transformed from selling software to taking data as the center. Further up are big data application service companies such as Baidu, Tencent and Alibaba, which need to increase the effectiveness of data analysis.
—— For more research and analysis of this industry, please refer to the Analysis Report on Development Prospects and Investment Strategic Planning of China's Big Data Industry by Forward-looking Industry Research Institute.