As my country's economy has entered a new normal in recent years, the growth rate of e-commerce retail development has slowed down, and Internet giants have claimed that the Chinese market has entered the new retail era. Many students asked the car Internet, what is the essential difference between new retail and retail?
The demographic dividend is gradually disappearing, and traditional manufacturing is facing an urgent need for industrial upgrading. The continuous development of sensing technology, computing power, deep learning and other technologies, and the implementation of the narrowband cellular Internet of Things (NB-IoT) standard core protocol, have greatly promoted the development of new manufacturing.
New manufacturing uses the Internet of Things technology to collect data and use artificial intelligence algorithms to process data through intelligent manufacturing, and realize the industrial upgrade of traditional manufacturing by forming a highly flexible, personalized, and networked production chain. Its core logic is to collect data from sensors distributed at nodes, transmit it through the communication network, analyze the data to obtain valuable information, and finally use it to optimize the R&D, production, transportation, and sales of the manufacturing industry.
In 2016, the market size of my country's new manufacturing should be more than 1 trillion yuan, and this number is expected to exceed 3 trillion yuan in 2020, with a compound annual growth rate of about 25% starting in 2016.
The perception layer precedes the application layer, and the B-side products break out before the C-side;
Companies that have independent data sources, algorithms and can cut into application scenarios are more valuable
In new manufacturing, the Internet of Things and artificial intelligence as the underlying supporting technologies will first usher in large-scale development. The first to be developed should be the provision of sensors, chips and infinite module products in the perception layer of the Internet of Things, and the provision of artificial intelligence. Voice, semantic and image recognition companies.
At the level of application scenarios, because B-end companies generally have higher requirements for the practicability, immediacy, and security of smart devices and systems, they generally have a higher acceptance of smart products and systems. C-end consumers are often more price-sensitive, and the acceptance of smart products requires a certain process. Therefore, from the perspective of terminal products, industrial robots and smart warehousing and logistics in the manufacturing supply chain will be earlier intelligent application scenarios.
It can be seen that the era of Internet of Everything is coming, but the current security protection capabilities of smart devices are generally weak, and there are greater security risks. Therefore, in the future, IoT security will become a new focus of protection, and IoT security companies with superior protection capabilities are expected to be favored by investors.
In the long run, companies that have their own independent data sources, independently developed unique algorithms, and can cut into application scenarios, or have self-produced terminal products, generally have higher investment value.
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