Image source: @VisualChina
Text | Intelligent Relativity, by | Shen Lang
Looking back on 2022, the market still maintains a high degree of enthusiasm and focus on the industrial Internet field.
Recently, IDC, Gartner and other major international research institutions have successively released a number of industrial Internet related reports, including "2022 China Industrial Internet Platform Enterprise Market Analysis Report", "2022 Industrial Internet Platform Enterprise Market Share Report", "IDC MarketScape: 2022 Manufacturer Assessment of China's Digital Factory Overall Solution", "2022 Global Industrial Internet Platform Magic Quadrant Report", etc. Comprehensive focus on the field of industrial Internet for in-depth analysis.
From the information presented by these industry reports, the industrial Internet field has continued to grow in the past year. At the same time, in China, professional players represented by Tree Root Internet have achieved good results year after year, constantly emerging and have formed a long-term leading pattern in the field of industrial Internet.
At present, the new order of the 2022 industrial Internet is being established.
The 2022 industrial Internet establishes a new order in the rapid growth
At present, the mainland is comprehensively opening the curtain on the construction of a modern industrial system and accelerating the promotion of new-type industrialization. Among them, according to the information disclosed by the Ministry of Industry and Information Technology, in the field of industrial Internet, the relevant platform system has been extended to 45 major categories of the national economy, and the industrial scale has exceeded one trillion yuan, and the development trend continues to improve.
At the same time, with the good development trend of the industrial Internet, many new and old players have been increasing the construction of the industrial Internet in the past year. Similarly, China Unicom, Chinese Academy of Sciences, aerospace science and technology, China Systems and other powerful enterprises are releasing or iterating their own industrial Internet-related solutions to help the modernization and transformation of the industrial system.
In this process, the order of the industrial Internet market has been basically established.
On the one hand, the mainstream subdivision track is basically recognized. Taking the industrial Internet platform and application solution market as an example, according to the "2022 Industrial Internet Platform Enterprise Market Share Report" released by IDC, in 2021, the main service areas of the mainland industrial Internet focus on resources and energy, equipment manufacturing, communication and electronic manufacturing, raw materials, automobiles and parts and other industries, accounting for a relatively high proportion.
On the other hand, the competitive landscape of the first echelon is also accelerating. According to IDC's "2022 China Industrial Internet Platform Enterprise Market Analysis Report", in 2021, a group of industrial Internet companies represented by Tree Root Internet occupied a large market share, and gradually opened the gap with other manufacturers in the market, forming the head camp of the first echelon.
Correspondingly, under the new order, the industrial Internet market is also forming a new set of competition laws - up to now, manufacturers that can break through in the industrial Internet field must be players who can maintain a long-term leading position in the mainstream segment.
On the whole, the equipment manufacturing industry, as the second largest industry composition of the mainland industrial Internet platform and application solution market, has always been a mainstream segment with more concentrated competition and large growth space. With a market share of 14.4%, Tree Root Internet occupies the first place in the equipment manufacturing industry and maintains an absolute leading edge, making it among the first echelons of the industrial Internet market.
Similar to Tree Root Internet, most of the other vendors in the first echelon camp are players who maintain an absolute lead and market position in a mainstream segment. Such a law of competition is dominating the formation of a new order in the field of industrial Internet and affecting the development path of future industrial Internet manufacturers.
The balance of the industrial Internet in 2023 continues to tilt towards specialized players
At present, manufacturers with the ability to break through in the field of industrial Internet have relatively significant characteristics. Taking Tree Root Internet as an example, in 2022, it first successfully entered the list and ranked in the IDC Digital Factory Leaders quadrant with its outstanding performance in digital factory operating system, leading practices, and future development strategy, and then was selected into the Gartner Global Industrial Internet Platform Magic Quadrant for four consecutive years and ranked first in China for four consecutive years with its continuous leading platform capabilities and landing solutions.
As a highly recognized industrial Internet leader in the industry, Tree Root Interconnection shows obvious characteristics, that is, focus and proficiency in the industry. Specifically, the specialized nature of tree root interconnection is reflected in multiple levels.
The first is a high focus on the industrial field. At present, Tree Root Interconnection mainly focuses on industrial characteristics and industrial needs to provide digital services for related enterprise customers, and its specific path is presented as integrating the Internet of Things, big data and other related digital technology capabilities, encapsulating the formation of root cloud industrial Internet operating system products, and enabling it to access and manage massive high-value industrial equipment, exchange data with various industrial systems, process high-concurrency industrial data in real time, and pre-encapsulate rich industrial knowledge, industrial mechanism models and industrial components to quickly build component-based, Subscription-based industrial apps, etc. to provide high-value services to enterprise customers.
The second is to accurately judge the trend of technology. In the field of industrial Internet-related technologies, the industrial Internet operating system is becoming the core of the development of the industrial Internet field based on good general service capabilities, technical extension characteristics and underlying supporting value. In this regard, Treeroot Internet has accurately understood this trend, and has always insisted on building an independent and controllable industrial Internet operating system, improving the common core capabilities of common technology platforms, and making it the digital transformation foundation for serving customers in all walks of life.
According to the IDC report, while serving leading enterprises in the equipment manufacturing industry such as Sany Heavy Industry, Great Wall Motor, Jinchuan Group, Weihua Group, Foton Cummins, and Xingbang Intelligence, Treeroot Internet is also serving raw materials, automobiles and parts and other industries based on the root cloud industrial Internet operating system, and has achieved considerable market share, achieving the first market share in the equipment manufacturing industry and the overall market share of multiple industries.
The third is in-depth service to customer groups. In the field of industrial Internet, Treeroot Internet is solving the needs of customer groups with in-depth services and enabling industry scenarios to "penetrate". Taking the digital factory as an example, TreeRoot Internet takes the value mining of the digital factory as the starting point to provide comprehensive and in-depth services for enterprise customers around more than 10 high-value business scenarios such as manufacturing operations, asset management, and energy and carbon neutrality.
For example, Sany Heavy Industry has successfully built the only two world's "lighthouse factories" in the global heavy industry industry - Beijing Pile Machine Factory and Changsha Pumping No. 18 Factory, which are inseparable from the "Sany Group Digital Intelligence Transformation Foundation" - the technological leadership and high reliability of the root cloud industrial Internet operating system. In addition, the deep empowerment of the Treeroot Interconnected Digital Factory Solution has also helped leading enterprises in the industry such as Great Wall Motor, Jinchuan Group, Xintiansteel German Material Technology, Addi Precision, and Daoyuan Electronics to build digital factories and become a model for the digital transformation of industry factories.
From this point of view, the industrial Internet seems to be a large and broad field, but often only specialized enterprises such as tree root interconnection can go deeper and deeper in the technical path, and go wider and wider on the business path, and then break through. Although specialization is not easy, once a certain segment, a certain technical path, and a certain customer group can be focused well, the feedback brought by the results is also significant.
The future path of the industrial Internet: first specialized, then comprehensive
Today, the concept of the industrial Internet has been proposed for a while, but the development of the industrial Internet cannot be greatly expanded, and it still has to be slowly figured out. In the past exploration, more and more manufacturers gradually realize that the service path of the industrial Internet needs to be specialized first, and then comprehensively developed, that is, first do a good job in the service and accumulation of a certain segment, and then expand to multiple fields, multiple customers, and multiple technologies.
At present, innovative companies such as WiseGong Cloud and Boyi Technology mainly propose their own solutions for a certain segment, while Treeroot Internet, a leading enterprise that has precipitated in a certain segment, has begun to provide cross-border services. Up to now, Treeroot Internet has provided end-to-end digital services from consulting to implementation of integrated digital services for nearly 1,000 industrial enterprises in dozens of industrial sub-industries such as equipment manufacturing, iron and steel metallurgy, automobile vehicles and spare parts, and has rapidly deployed overseas markets such as Southeast Asia and Europe, and has begun to serve industrial enterprises in 120 countries and regions such as Germany, the United Kingdom, the United States, India, and Singapore, including providing digital services for more than 75% of the "Belt and Road" participating countries, and covering more than 80% of EU countries.
Whether it is industry layout or regional expansion, it can be seen from here that industrial Internet manufacturers first specialize and then comprehensively develop the path, and this will become the normal growth of more and more enterprises, and then evolve into an important path for the development of the industrial Internet.
Looking back on 2022 and looking forward to 2023, the future development of the industrial Internet will become clearer. Nowadays, in the field of industrial Internet, the first echelon has gradually taken shape, while fully empowering thousands of industries, its market leading ability is also prominent, bringing many benefits to the development of the industry - specialized characteristics have been generally strengthened and recognized in the industrial Internet industry, thus laying the foundation development path of the industrial Internet.
With the rise of local industrial Internet companies such as Tree Root Internet and their emergence on the international list, the process of industrial modernization and transformation of the mainland will inevitably be further promoted. In general, the stronger the industrial Internet manufacturers, the clearer the development path of the industrial Internet, and the growth of the mainland's industrial system will continue to mature. (This article was first published on the titanium media APP)