China Business Intelligence Network News: Big data is a new stage in the development of informatization. With the convergence and integration of information technology and human production and life, the rapid popularization of the Internet, global data has shown the characteristics of explosive growth and massive agglomeration, which has had a major impact on economic development, social governance, national management, and people's lives.
In the "13th Five-Year Plan" and the beginning of the "14th Five-Year Plan", provinces and cities have repeatedly mentioned the big data industry, emphasizing the need to accelerate the construction of a national integrated big data center system, strengthen the intelligent scheduling of computing power, build a number of national hub nodes and big data center clusters, and build E-level and 10E-level supercomputing centers. Encourage enterprises to open up data such as search, e-commerce, and social networking, and develop third-party big data service industries. Strengthen the construction of macroeconomic governance databases, enhance the ability of modern technical means such as big data to assist governance, and promote the modernization and reform of statistics.
First, the overview of big data
(1) Characteristics of big data
Big data, also known as big data, refers to a large and complex collection of data that exceeds the processing power of traditional data application software. Big data technology refers to the technical ability to quickly and accurately obtain valuable information from massive data and a wide variety of data. Big data is large in scale and requires high transmission speed, and its characteristics can usually be summarized into five points, namely scale, speed, diversity, value, and accuracy.
Source: Compiled by China Commercial Industry Research Institute
(2) The development process of big data policy
Image source: China Commercial Industry Research Institute
(3) Structure chart of big data industry chain
From the perspective of big data industry segmentation, it can be roughly divided into data source, big data hardware support layer, big data technology layer, and big data transaction (application) layer.
(4) Big data industry ecological chain
The big data industry chain can be said from the three major blocks of data sources, big data products, and big data service applications. At present, the mainland's data sources include government departments, enterprise data collection and suppliers, Internet data collection and suppliers, data circulation platforms, etc. Big data products include basic software products such as big data platforms, cloud storage, and data security; software products such as processing analysis and solutions; and hardware equipment products such as big data collection, access, storage, and transmission. In terms of big data services, it is mainly for application services, analysis services, infrastructure services and other suppliers.
Second, the current situation of the big data market
(1) Big data industry layout
Judging from the big data industry map, in the current geographical layout of the big data industry, the economy of the eastern coastal area is relatively developed, and the listed enterprises in the big data industry are mostly distributed in Beijing and the eastern coastal area, of which the main distribution is in the northern Shanghai-Guangzhou area. According to the industry map, the number of listed enterprises in the big data industry in Beijing is the largest, reaching 37. Secondly, there are 21 in Guangdong Province, 10 in Shanghai, and less than 10 big data listed companies in the remaining provinces.
(2) The scale of the big data industry
In 2020, the mainland big data industry ushered in a new period of development opportunities, and the scale of the industry became increasingly mature. Under the background of the rapid popularization of the Internet and the accelerated penetration of the Internet of Things, the comprehensive rise of PCs, mobile phones, and sensing devices has promoted the characteristics of multiple growth and massive agglomeration of global data, laying a huge data foundation for the development of the big data industry. The data shows that the scale of the big data industry in mainland China will gradually grow from 2016 to 2020, and the scale of the big data industry will exceed 1.1 trillion yuan in 2020. The China Business Industry Research Institute predicts that the scale of China's big data industry will reach 1,422.4 billion yuan in 2022.
Data source: Compiled by the Academy of Information and Communications Technology and the China Commercial Industry Research Institute
(3) Big data market segmentation
In terms of segmentation, the scale of the application layer in the future big data industry will account for the largest proportion. At present, big data is widely used in industry, enterprise management, transportation, finance, medical and other aspects, but the depth of application still needs to be tapped. With the continuous improvement of technology, the application of big data technology in the future will be more extensive and expanded in both vertical and horizontal terms.
In addition to applications, other products derived from the big data industry will continue to expand, ranking second in the market size. Hardware and technology, as indispensable links, account for a considerable proportion of the scale of the big data industry. The market share of data sources, collections, and transactions is relatively small.
In 2020, big data hardware will continue to dominate China's overall big data-related revenue, accounting for 41.0%; big data software and big data service revenue will account for 25.4% and 33.6% respectively. By 2024, with the maturity and integration of technology, as well as the landing of data applications and more scenarios, the proportion of software revenue will gradually increase, the proportion of service-related revenue will remain stable, and the proportion of hardware revenue in the whole will gradually decrease. The proportion of hardware, services, and software will gradually approach the proportion of one-third each.
Data source: IDC, China Commercial Industry Research Institute collation
(4) The proportion of big data industry application market
From the perspective of application fields, big data is currently the most widely used in the financial field. In the future, as the coverage of big data technology applications becomes larger, other areas will be strengthened.
Among them, the proportion of big data technology applications in government departments will increase to one. In the context of the era of big data, the digital transformation of the government is accelerating, the application of big data technology is gradually deepening, and it is expected to surpass the financial industry in the future and become the most important field of application in the big data industry. The financial sector ranks second and remains one of the industries where big data technology is widely used.
(5) The scale of big data enterprises
At present, small businesses with 10-100 people in mainland big data enterprises dominate. The data shows that there are more than 3,000 enterprises in the field of big data in the mainland, and more than 70% of the big data enterprises are small enterprises with a scale of 10 to 100 people, which cannot be separated from small and medium-sized enterprises to play an important role in innovation and entrepreneurship in the vigorous development stage of the industry. Policy has become a new driving force for domestic economic development along with "new infrastructure", and the external market environment and infrastructure on which big data SMEs face have also undergone major changes, affecting the scale distribution of enterprises.
(6) Distribution of big data enterprises
At present, mainland big data enterprises are mainly distributed in Beijing, Guangdong, Shanghai, Zhejiang and other economically developed provinces. Affected by the policy environment, talent innovation, capital resources and other factors, Beijing's big data industry has strong strength, and the number of big data enterprises accounts for about 35% of the total number of the country.
In 2020, with the rise of the digital economy development boom and the deepening of the construction of digital China, the mainland big data industry ushered in a new period of development opportunities, and all regions paid more attention to the close integration of big data development and regional economic structure transformation and upgrading, while governments at all levels are also more actively exploring data-driven government service model innovation.
Third, the development trend of big data industry
(1) Technology tends to diversify
At present, there are many technologies and tools related to big data, giving enterprises more choices. In the future, new technologies and tools will continue to emerge, such as Hadoop distribution, next-generation data warehouses, etc., which are also innovative hotspots in the field of big data.
(2) Cloud-based data analysis platforms will be more perfect
Increasingly, enterprises want to move their applications and infrastructure to the cloud. Just like other IT systems, big data analytics tools and databases will move toward cloud computing. Big data to go to cloud computing, but also depends on the improvement of data communication bandwidth and the construction of cloud resource pools, it is necessary to ensure that the original data can be migrated to the cloud environment and the resource pool can be elastically expanded as needed.
(3) The market space is huge and the growth rate is relatively fast
At present, the mainland data center service market space is large and the growth rate is fast. With the rapid development of government, finance, and enterprise informatization, coupled with the rapid evolution of network architectures such as 3G/4G, cloud computing, big data, and mobile Internet, and the continuous enrichment of network applications, the demand for data center service markets by enterprises and institutions has increased significantly, and the dependence on data center services has continued to increase, and the market will usher in broad opportunities for development.
For more information, please refer to the "Research Report on Market Prospects and Investment Opportunities of China's Big Data Industry" released by the China Commercial Industry Research Institute, and the China Commercial Industry Research Institute also provides services such as industrial big data, industrial intelligence, industrial research reports, industrial planning, park planning, 14th Five-Year Plan, and industrial investment attraction.