In the “first half” of the Internet, the giants did their best to compete for c-end users, and introduced a revolution in the “consumer Internet” into the ocean of the People’s War; and in the “second half” of the Internet, the “industry of the Internet of Everything” The “Internet” is bound to usher in an era of separatism.
”The opportunity of the industrial Internet is at least ten times that of the consumer Internet, and it will only be more than less.” Wang Xiao, the founder of Jiuhe Venture Capital, once made a bold judgment.
The future enterprises will either actively weave the Internet or passively surf the Internet. All will become nodes on the industrial Internet, manufacturing links, circulation links, and infrastructure links. Together, the market value of these links is destined to be much larger than that of the consumer Internet.
Once the Industrial Internet is fully implemented, the operation methods of all walks of life will be transformed from the logic of the consumer Internet and face unprecedented challenges.
Destined to be in China
The wind of the industrial Internet was first blown from the United States and Germany, but it is the country with the most conditions and strength to realize the industrial Internet and bring the power of the industrial Internet to the extreme in China.
China has the most complete industrial category system in the world.
More than 70 years after the founding of the People’s Republic of China, the process of China’s industrialization has never stopped. Today, China is the only country in the world that has all the industrial categories listed in the United Nations Industrial Classification. Manufacturing capability link.
China has the largest Internet application prospects.
1.4 billion people are the ballast of China’s Internet ships. At the demand level, as of March 2020, my country’s netizens ranked first in the world with 904 million people, and the scale of e-commerce transactions was 3.481 billion yuan, occupying the first place in the global e-commerce market for many years; at the supply level, China is in the Internet sector. Also has a very good foundation. BATJ (Baidu, Alibaba, Tencent, JD) is like a mature dandelion, with branches and leaves constantly taking root and sprouts.
According to the calculations of the China Academy of Information and Communications Technology, China’s digital economy has expanded from 2.6 trillion yuan in 2005 to 35.8 trillion yuan in 2019, and the proportion of the digital economy in GDP has increased year by year, from 14.2% in 2005 to 36.2 in 2019. %.
The adjustment of supply chain, industrial chain, and value chain has an indispensable strategic depth in China. China’s huge scale, hugely differentiated market demand and complete industrial system provide diversified industrial application scenarios.
China has a relatively complete industrial Internet policy system.
In July 2015, the State Council issued the “Guiding Opinions on Actively Promoting the “Internet +” Action”. The document proposed for the first time “Research on the Network Architecture System of the Industrial Internet”. In November 2017, the State Council issued the “Guiding Opinions on Deepening “Internet + Advanced Manufacturing” to Develop the Industrial Internet”, marking that the development of the Industrial Internet has risen to the national strategic level.
In this year’s government report on the Industrial Internet, two key words are also worth noting: 1. Small, medium and micro enterprises, which shows that the digital transformation of small, medium and micro enterprises is the main battlefield of the digital transformation of the manufacturing industry, and is the key to the advancement of the industrial base. While leading enterprises focus on innovation, the popularization of applications by small, medium and micro enterprises is crucial; 2. Generic technology research and development platforms, that is, to create more basic technologies that are universal in multiple fields and play a fundamental role in industrial development, highlighting The characteristics of versatility, relevance and systemicity can effectively reduce the capital, time, and trial and error costs required for the innovation and development of small, medium and micro enterprises.
Many facts have proved that when the Internet enters the second half, China’s unique strength and confidence, superimposed on the time window opened by the epidemic crisis, will drive industry and economy into the next turbulent industrial Internet era.
How strong do leading monopolies coexist?
The Industrial Internet will accelerate the chemical reactions within the network, and a more extensive industry reshuffle is about to begin.
If the discussion about monopoly and anti-monopoly ten years ago basically remained at the level of super enterprises such as central enterprises and large state-owned enterprises, when the industrial Internet era accelerates, it is very likely that super monopoly giants with ultra-conventional development will be born.
The prominent industrial structure of the B-end head effect and the huge cost of industrial Internet investment have long proved that the industrial Internet will become a “dark forest” for giants to a certain extent. The efficiency of the industrial Internet is king, and enterprises must extend along the upstream and downstream of the industrial chain to pursue their own efficiency. After fierce competition, the super giant that traverses the vertical industrial chain will also be born.
In the era of the industrial Internet, resource integration, mergers and acquisitions, and reorganization are happening every minute in every link of the industrial chain. With state-owned core enterprises and private key enterprises in the industrial chain as the main body, a new industrial platform model will be formed. It is not only related to the destiny of the enterprise, but also contains the opportunities of a city and a country.
With the rise of the Industrial Internet, the consumer Internet has not died out, and there are only many more related problems and challenges. As a result, the consumer Internet focuses on the horizontal and the industrial Internet focuses on the vertical. The relevant government departments seem to be at the junction of the two and will face unprecedented challenges.
Just as steam engines make traditional handicraftsmen unemployed, tractors make farmers unemployed, with the development of the industrial Internet and the rise of digital labor, people in the future will also have no jobs. After offline companies are shuffled, there will be an unprecedented number of unemployed people, and even creative jobs are facing the situation of being subverted. In 2017, after Ali “Luban” formally took up his post, he actually produced 400 million banner advertisement designs during Double 11 that year, which is equivalent to about 8,000 posters per second, and a large number of designers were “worked down”; not to mention It is said that mechanized human labor is being widely replaced by unmanned factories and unmanned production lines.
Although the non-standard problems of the industrial chain have not yet been resolved, the capacity of government departments urgently needs to be improved. Standing at the historical juncture of the world’s unseen changes in a century, the development of the industrial Internet will not stop because it is “not ready”.