Analysis on the Development Prospect of Security Industry in 2020

In recent years, the security industry is hot, and new entrants are pouring in, and they are all well-funded people. Therefore, the scale of China's securities market is constantly expanding. Next, I sorted out the development prospect analysis of the security industry in 2020 for everyone. Welcome to read!

Five Development Opportunities of Security Industry in 2020

The past 20 19 is a year of declining harvest for many security companies. Externally, we have been affected by the Sino-US trade war. The game between big countries and the destruction of security are not optimistic for every enterprise involved in international affairs. Internally, we welcome new rivals and partners like Ali and Tencent to join us. Technological changes are more rapid and people are more nervous.

Ali's investment in Qian Fang Science and Technology has undoubtedly become another "top player" in the security industry.

During this year, we saw that the former security companies were deeply involved in financial problems, and we also saw that many security companies were either annexed or merged. But at the same time, we are still the largest safe country in the world. Among the top 50 security companies in the world, we are the first. With the gradual stabilization of the environment, we will face brand-new opportunities and challenges in 2020.

Today, Bonnie combines what happened in the past year to sort out five good opportunities for the security industry in 2020.

First, pan-security continues to deepen, and the potential market for intelligent security is huge.

From 18' s "no AI, no security" to 19' s emphasis, we find that not only artificial intelligence is entering the security industry, but also security companies are radiating to other markets with their unique fields.

Smart transportation, smart access control, smart pension, public security big data ... these scenes have become the "new blue ocean" that security companies are competing to bet on. Taking smart transportation as an example, the Ministry of Communications alone plans to invest 2.7 trillion yuan to build smart transportation. Not to mention those manufacturers who enter at a low profit in order to seize the market.

The advantage of the algorithm's computing power provides a powerful boost for the trend of "pan-security"

With the continuous improvement of algorithm computing power, the non-civilian part of intelligent security will present a huge construction boom in 2020. However, there is no free lunch in the world, and various pain points in the construction process need more scene-based solutions. And most of the demand is not a category that one or two companies can perfectly undertake.

Just as Hikon claims to be a solution provider of the Internet of Things, what the industry needs in the future will not be the competitiveness of a single field, but the ability to integrate resources of the whole industry. Whoever can integrate resources to form a powerful solution will take the lead in the pan-security market.

In the past, everyone fought for turnover and profit, and who was the boss of the industry. Then in the era of pan-security, enterprises fought for the ability of resource integration, not who earned more in a single field, but whether they could earn money with everyone. This is what Deng Gong called a "good cat" that can catch mice.

Second, the artificial intelligence industry faces the opportunity of shuffling security and picking soldiers.

We used to say that with the development of artificial intelligence, how many people in the industry could not eat? What about now? How many people in the artificial intelligence industry are not in danger?

It is true that the artificial intelligence industry is still one of the industries with the highest salary and benefits for employees, but the obvious reality at present is that artificial intelligence enterprises that cannot be put into application quickly will wither quickly.

2020 AI industry theme: shuffling

According to the statistics obtained by Beijing Economic and Information Committee, 70% of domestic artificial intelligence enterprises can't get venture capital, and getting venture capital doesn't mean they won't die. In this regard, some people even made a list, in which the dead AI companies are "stars of hope" who have received tens of millions or even hundreds of millions of yuan in financing. Even if they are all dead, who can escape? The latest data also shows that 92,000 AI companies died in just 20 19. In this environment, 2020? Which artificial intelligence enterprise can resist the impulse of realizing and landing?

This is a fact. In this pragmatic capital world, few people have the patience to wait for you to turn the painted cake into reality step by step. Capital is more willing to chase fast food and those packages that can be realized.

In this environment, in 2020, the artificial intelligence industry will become a "gold rush" in various industries, and the security industry is no exception. Whoever can better use technology to empower the industry can continue to live. For the security industry, artificial intelligence has helped the industry complete a technological leap in recent years, and technologies with broad market prospects such as face recognition, low-light cameras, smart card ports and even pan-security products are obviously inseparable from these artificial intelligence enterprises.

Under the premise of this two-way demand, the opportunity has obviously arrived. In 20 18, the market scale of China AI+ security has reached13.5 billion yuan, and the turnover of some head security companies AI has exceeded 8%. Today, two years later, the security industry will also launch a new round of robbing the artificial intelligence industry. Whoever can use technology to better serve their products and land better will seize the opportunity.

Third, the commercialization of 5G technology brings many possibilities.

Just as 4G technology makes real-time transmission of monitoring images and cloud technology possible. The nationwide commercialization of 5G technology has also brought new possibilities to the security industry.

5G at tuyere

Technically, the transmission efficiency provided by 5G can provide more possibilities for security equipment. Ultra-high-definition cameras, more intelligent modules, real-time cloud storage and other functions all need the support of 5G technology.

Just as the real-time video transmission from 3G to 4G needs an evolutionary process, the application of 5G technology is still generally considered to be premature and costly in the big environment. But new things will always replace old things, and it is too late to consider the necessity of developing 5G when it is really mature.

With the continuous development of the Internet of Things, the 5G environment provides conditions for the safe realization of the Internet of Everything. The Internet of Vehicles, the Internet of Things, smart cities, and drone network construction are all inseparable from the application of 5G technology. Today's 5G field, like the artificial intelligence field in the previous two years, is in the stage of layout and technology exploration, but everyone knows the importance of 5G technology. As the first year of large-scale deployment and mature application of 5G technology, 2020 is bound to show strong possibilities.

On this basis, how much security can increase is worth our expectation.

Fourth, data security and data storage.

With the arrival of intelligent security and 5G era, the capacity of video data has been developed by spurt, and the traditional storage methods are facing great challenges in storage capacity and reading and writing speed.

The requirements of intelligent security for hard disk mainly focus on efficiency, capacity and power consumption, which puts forward new requirements for traditional hard disk manufacturers. Seagate and Western Digital both launched high-efficiency and secure storage hard disks with a capacity exceeding 1.4 TB this year. However, in the face of the growing storage demand of the security industry, traditional hard disk manufacturers are still facing severe challenges.

Customization, large capacity and high efficiency. Traditional hard disk manufacturers continue to deepen security.

In addition, with the development of 5G technology, cloud storage technology has increasingly become the preferred storage method for security vendors. Although cloud storage still has some shortcomings, such as high cost, limited data storage time and unstable transmission efficiency, this centralized storage method is more convenient for platform-based management and control centers, and it is also a major trend of current security development. With the development of data transmission technology, cloud storage will have a broad development prospect in the future security industry.

Nowadays, artificial intelligence and cloud technology are developing too fast, and information security measures have not been followed up in time, resulting in frequent data leakage incidents since the second half of last year. These events are endangering the privacy of users and the safety of data use all the time. When data security can't be guaranteed, how do you let users choose your device?

Alipay face recognition has also been cracked, and data security research and development is imminent.

In fact, the problem of data security can not be formed in a day or two. At present, the data security problems faced by security are reflected in information islands, top-level design, algorithm application defects, lack of policies, systems and technical standards. In this environment, enterprises are like "data chimneys", and the technology, R&D, service scope and development platform are all inconsistent, which further leads to frequent vulnerabilities, thus endangering users' data security.

In addition, malicious programs, all kinds of phishing and fraud emerge one after another. User privacy and data trafficking have even formed a complete industrial chain. All these have brought huge hidden dangers to the security industry.

In order to solve these hidden dangers, the related data security market came into being. In the new year when intelligent security is accelerating, it is believed that the scale of the data security market will be further expanded.

Verb (abbreviation of verb) has strong policy support.

With the continuous expansion of Sino-US trade war, Haikang and Dahua have been listed as trade subjects. Now even ordinary people know what China security can do, which makes the United States extremely afraid. Where there is oppression, there is resistance. In 2020, China is expected to introduce a large basket of favorable policies or standards for the security industry. Here, we will also make a simple summary of this. Details are as follows:

In terms of video surveillance, there are Regulations on the Management of Network Audio and Video Information Services, Specifications for the Collection of Video Image Information in Key Areas of Public Safety, and Safety Requirements for Light Radiation of Active Lighting Components of Video Surveillance System. At the same time, for export-oriented enterprises, it is necessary to pay extra attention to California's CCPA Data Act, which will impose many restrictions on export-oriented security enterprises.

In terms of public safety, the Measures for the Administration of Road Dangerous Goods Transportation Safety, the Measures for the Administration of Special Public Security Services in Liaoning Province, the General Technical Requirements for Anti-theft Safety Cabinets (Boxes) and Vault Doors, and the 19 safety production industry standard issued by the Emergency Management Department will be formally implemented in 2020.

In terms of industry, Industrial Structure Adjustment Guidance Catalogue (20 19 Edition) and Technical Requirements for Home Security Intelligent Management System.

Finally, there are supporting policies. In this regard, there are some policies worthy of our attention, such as Action Plan for Promoting the Development of Comprehensive Transportation Big Data (202 1-2025) and Opinions on Promoting the Development of Social Services in internet plus. For 5G commercial and intelligent security, a series of new support policies are bound to emerge. Keeping close attention will also bring certain development opportunities to security enterprises.

Conclusion:

Where there is demand, there is a market. Nowadays, intelligent security is like a rocket flying at high speed. The faster the rocket speed, the more serious the loss of the outer protective layer. The gap that was born is the birthplace of the future market. Whether it is new transmission technology, storage technology, or even data security, these are the products born with the development of intelligent security.

The market for new things is always full of vitality. In the second decade of 2 1 century, whoever can grasp the new direction of these industries will better grasp the initiative.

Eleven trends, understand the general trend of security industry in 2020.

Looking back on the development of the security market this year, on the one hand, under the influence of government policies at all levels, emerging technologies such as AI, IOT, 5G and blockchain have been continuously integrated with the security industry, resulting in huge market growth space, and emerging products and solutions of enterprises are constantly emerging.

On the other hand, with the fuzziness and expansion of the traditional security market driven by technology, more and more enterprises cross the border to the security industry and apply the massive data of the security industry to a wider range of fields, thus expanding the industrial ecosystem.

However, in addition to the iteration of product solutions, network security, data islands, scene-based operation and maintenance are also plaguing the development of the industry market, which requires enterprises to continuously improve and perfect in the industry.

In 2020, how to grasp the development opportunities of the industry and realize the better development and commercialization of emerging technologies will become the key for many security companies to occupy a place in the fierce market competition.

In order to better understand the development of 20 19 security industry, CPS Zhongan. Com hereby combs the new development trend of 20 19 security industry for your review.

5G+ video surveillance opens the landing application

In 20 19, with the promotion of the national 5G pilot city and 5G commercial license, the integration of 5G technology with large bandwidth, low delay and large connection with all walks of life has become a hot spot of social concern, and the security industry is no exception.

At the 2065 438+09 CPSE Expo, Huawei, ZTE, Infineon and other enterprises all brought the display of 5G+ security products. 65438+In early February, Huawei joined forces with Cloud Technology and Shanghai Unicom to realize the video surveillance of 5G+4K+AI on Zhangjiang Artificial Intelligence Island in Shanghai for the first time.

Comments: According to Gartner's forecast, it is estimated that outdoor video surveillance will become the largest market for 5G IoT solutions in the world by 2022, which has also attracted countless video surveillance and IoT companies to invest in 5 G commercialization. However, at this stage, negative factors such as insufficient base station construction and high landing cost will continue to affect the development of landing.

Video surveillance meets the blue ocean of high-definition video application

20 19 In March, the Ministry of Industry and Information Technology, the State Administration of Radio, Film and Television and the Central Radio and Television General Station jointly released the Action Plan for the Development of Ultra HD Video Industry (20 19-2022), and video surveillance ushered in the blue ocean of ultra HD video applications.

It is pointed out in the Action Plan that the development of ultra-high definition video industry and its application in related fields will be vigorously promoted in accordance with the overall technical route of "4K first and 8K second".

Among them, in the field of security monitoring, the R&D and mass production of ultra-high definition surveillance cameras will be accelerated in the future; Promote the upgrade of safety monitoring system; Support the development of artificial intelligence algorithms such as face recognition, behavior recognition and target classification based on ultra-high definition video; Improve the monitoring range, identification efficiency and accuracy; Create a number of intelligent ultra-high-definition security monitoring application pilots.

Comments: For a long time, policy has been a powerful booster for the development of China security industry. After the Action Plan was released, Zheng Jun, Hikvision, Dahua and other listed companies in the security industry, which are closely related to ultra-high definition video surveillance, saw the great impact of the plan on the industry. New products such as ultra-high definition cameras and ultra-high definition displays are also emerging in the industry.

Collision between Blockchain and Security Industry

2065438+091October 24 10 The 18th collective study pointed out that the integrated application of blockchain technology plays an important role in new technological innovation and industrial transformation. It is necessary to regard blockchain as an important breakthrough for independent innovation of core technologies, clarify the main direction, increase investment, focus on tackling a number of key core technologies, and accelerate the development of blockchain technology and industrial innovation.

This also opened the curtain of the combination of various industries and blockchain technology. Security companies such as Doyle Zhikong, Kong Zhong Wisdom, Radio and Television Express and Infineon are also exploring and laying out in the blockchain field.

Among them, Infineon will not only release the solution, but also cooperate with the State Key Laboratory of Surveying, Mapping and Remote Sensing Information Engineering of Wuhan University, Bitland to explore blockchain and smart cities, and will also deploy blockchain technology in real time in its "Hunan Smart China Project".

Comments: In the context of the growing construction of smart cities, especially Guangdong-Hong Kong-Macao Greater Bay Area, the high data protection features of blockchain itself also provide a strong guarantee for data transmission and storage in smart cities. At present, more and more cities are trying to promote the application of blockchain technology in smart city projects.

The main theme of security in the second half of the year-AIOT

Under the impact of the wave of intelligence, the security industry is undergoing technological and market changes.

At the CPSE 2065 438+09 Expo, in addition to the traditional security enterprises, there are also enterprises in the fields of AI, Internet, ICT and communication. The massive data generated by the Internet of Things is stored in the cloud or at the edge, and then the data is analyzed and processed through deep learning, so as to realize the structured processing of video data by the front-end camera and create an ecological closed loop.

Comments: AIoT makes the boundary of security more and more blurred. In the future, security may only be a business of AIoT industry. This has also enabled leading enterprises, artificial intelligence enterprises and cross-border enterprises in the current industry to reach strategic cooperation with the upstream and downstream of the safety industry chain such as traditional manufacturers and integrator engineering enterprises to jointly explore the AIoT market.

Taiwan Province first year data

With the continuous development of urban intelligence, data governance is applied more and more in cities. How to break the data island has become a major pain point in urban governance.

Based on this, we can empower the huge scene of the city according to the needs of the industry, tap the value of deep data, realize the digital twin of refined management of the city, and the data center begins to enter the field of vision.

At the 2065 438+09 CPSE Expo, Dahua, Du Jia Science and Technology, Netpower Oriental, Gaoxinxing and other enterprises all brought digital twins, intelligent twins, and Taiwan Province products on the data display.

These products are essentially based on the basic processes of front-end data collection, intermediate data aggregation and background data application, which are constantly expanded and derived and applied to different scenarios.

Comments: From the establishment of xiong'an new area to the construction of Guangdong-Hong Kong-Macao Greater Bay Area, in recent years, under the influence of artificial intelligence and the Internet of Things, the process of urban intelligence has been accelerating, and the surge of data has also put forward higher requirements for urban data governance.

In this context, the emergence of Taiwan Province in the data has also brought out a broad market space, attracting many security companies to deploy research and development.

3D face recognition may become the mainstream trend in the industry.

As an important technical application of artificial intelligence, face recognition has also set off a "face-brushing wind" in the security industry during the rapid landing of artificial intelligence. Face recognition can be seen everywhere, from attendance to entrance and exit access control in residential areas, and then to urban public security management.

At the same time, the security problem of face recognition has always been high, and news of cracking face recognition with video pictures and three-dimensional face models has also occurred from time to time.

In this context, more secure 3D face recognition technology has been developed in smart locks, access control, video surveillance and other fields. At 2065 438+09 CPSE Expo, Dahua Le Orange released the industry's first AI face recognition video lock equipped with 3D structured light.

Comments: Face recognition is the most representative application of artificial intelligence landing security, and the disadvantages of 2D face recognition are gradually exposed with a large number of popular face brushing scenes. Although there are technologies such as living body and infrared on the market, safer 3D face recognition display is the direction of industrial application.

State-owned shares of securities enterprises

On March 2, 20 19, Hanbang Hi-Tech announced that it intends to transfer 8.5 million shares of the company held by Wang Liqun, the controlling shareholder and actual controller of the company, to Beijing Youth Travel Zhong Bing Asset Management Co., Ltd. After the transfer, Beijing CYTS Zhongbing will become the major shareholder holding more than 5% shares of the company.

On July 4th, 20 19, Jieshun Technology announced that Tang Jian and Liu Cuiying, the controlling shareholders and actual controllers of the company, signed the Share Transfer Agreement with Jianfa Intelligent Transportation Investment Partnership (Limited Partnership) in Shenzhen Special Zone on July 2nd, 20 19. After the transfer is completed, Tejianfa Smart Transportation will become the second largest shareholder of Jieshun Technology.

2065438+On September 3, 2009, Dongfang Netpower received an anti-monopoly review reply from Sichuan Investment Trust Company. According to the relevant agreements signed before, the controlling shareholder of the company is changed to Sichuan Investment Trust Company, and the actual controller of the company is changed from Guang Liu to Sichuan State-owned Assets Supervision and Administration Commission.

On June 8, 2009, 165438+ 10, JHL, the controlling shareholder of Infineon, and Liu Zhaohuai, the actual controller, signed the Share Transfer Agreement with Shenzhen Investment Holding Co., Ltd., and JHL intends to transfer its 59,933,800 shares of Infineon to Shenzhen Investment Control Agreement, accounting for the total share of Infineon. After the implementation of the share transfer agreement, Shenzhen Investment Control will hold a total of 26.35% of the equity of Infineon and gain control.

Comments: As a G-side and B-side market, the shareholding of state-owned capital will not only solve the financial problem for security enterprises, but also bring market and project support, thus achieving better development.

Artificial intelligence moves towards scene operation and maintenance

At present, artificial intelligence is not only in computer vision, but also in ISP, transmission, storage and operation and maintenance.

At the scene of 2065 438+09 CPSE Expo, artificial intelligence has almost become the "standard" for enterprises to participate in the exhibition, and more and more enterprises participate in platform products such as operation and maintenance intelligent platform. Some companies said that the one-time sale of hardware and technology is far less than the continuous service of purchasing operation and maintenance.

Comments: In the context of expanding security boundaries, the landing of artificial intelligence in the security field has also moved from the first half of "algorithm-computing power-data" to the second half of "scheme-implementation-operation and maintenance". In addition to providing technical products, the operation and maintenance platform that can collect and analyze data has also been favored by many users.

Cloud edge fusion acceleration

At CPSE Expo 2065438+07, Hikvision officially released the concept of Hikvision AI cloud, and advocated the implementation of a "cloud edge fusion" computing architecture composed of edge nodes, edge domains and cloud centers in the Internet of Things industry, so as to realize end-to-end "edge computing+cloud computing", and truly achieve more accurate edge perception, more efficient data aggregation, smarter multi-layer cognition and more practical layered application.

In a blink of an eye, at the 2065 438+09 CPSE Expo, Hikvision fully demonstrated the latest achievements of Hikvision AI Cloud in software and hardware, solutions and landing application cases.

CPS, everyone is safe. Com learned that the typical application projects based on Hikvision AI cloud data platform have covered nearly 100 cities in 24 provinces and regions across the country, providing intelligent Internet of Things solutions and big data services for public security, emergency command, people's livelihood services, urban operations, traffic management and other fields.

Comments: From 20 17, when the strategy of "AI Cloud" was first put forward, to 20 19 CPSE Expo, a variety of new software and hardware products under this strategy were released. Hikvision's exploration of cloud convergence has gone further and further, and has achieved considerable results in the project.

The concept of software-defined camera is further expanded.

10 year 10 On October 29th, Huawei held the Huawei Intelligent Security Industry Summit in Shenzhen with the theme of "Insight into the Present, Foreseeing the Future-5G+AI+Video, Accelerating the Intelligent Upgrade of Thousands of Industries". Huawei proposes to redefine the technical architecture of the platform for the 5G+AI era, upgrade SDC (Software Defined Camera) to HoloSens SDC, and upgrade IVS (Intelligent Video Cloud) to HoloSens IVS, and accelerate the intelligent upgrade of thousands of industries in the 5G+AI era with new ecology and new platform.

In addition, Huawei also launched Huawei HoloSens Store, an intelligent video algorithm mall based on intelligent vision and perception, which takes Huawei products as the core base to carry intelligent algorithms, provides full-process services of rapid development, convenient ordering and agile operation, and provides a variety of entry modes and business model combinations.

Comments: Software-defined cameras have always been an important measure for Huawei to enter security. In 20 19, Huawei released not only new hardware products, but also an algorithm platform to improve its "software-defined camera" ecology. In the context of accelerating the application of artificial intelligence security industry, Huawei will bring more scene understanding.

AI ultra-micro optics technology has become a new weapon to control light pollution in the industry.

For a long time, due to the limitation of ambient light source at night and the lack of imaging technology, the imaging effect of surveillance cameras at night is not ideal. In order to meet the imaging requirements of video images, high-intensity fill lamps are widely used.

However, while the fill light improves the brightness, the dazzling light also seriously affects the line of sight of personnel and brings security risks. At present, the mainstream intelligent fill light technology is easily influenced by many factors such as scene, cost and reflective materials, and its application effect is limited.

For this reason, HKUST released AI ultra-micro light series cameras at CPSE Expo 2065438+09, relying on the accumulation of basic ISP image modulation technology for many years. By adopting the self-developed deep learning image enhancement algorithm, the dependence of the previous surveillance camera on supplementary light is greatly reduced, and the color and texture of the object are fully restored while the image brightness is improved.

Comments: In daily traffic, high-intensity camera flash capture has always been a big problem that car owners "hate". Under the trend of intelligence, technologies such as super starlight and black light began to expand to this pain point. I believe Kodak's AI ultra-micro optical technology will also bring new understanding to the industry.

In 2020, the market size of the security industry is expected to exceed 800 billion, but there are very few people with an annual income of10 billion.

In recent years, the security industry has been hot, and the four little dragons of BAT, Huawei and artificial intelligence have all come to "get involved". New entrants keep pouring in, and they are all well-funded people. Therefore, the scale of China's securities market is constantly expanding. In 20 16, the security market scale exceeded 500 billion yuan, and the security market scale will reach 800 billion yuan in 2020. Why is the market of security industry so big, but there are few people with annual income of10 billion? Experts believe that an important reason for the lack of large enterprises in the security industry is product homogeneity and insufficient technological innovation. At present, whether it is an established security enterprise or an emerging enterprise, the technical gap between them is gradually narrowing, and there is also a gap between artificial intelligence algorithms and accuracy, but they are not big, and no one stands out. In addition, the TOB business in the security market is more, relying more on government orders, and large enterprises with abundant funds have more advantages. It is difficult for new enterprises to fight alone, and more need to cooperate with local integrators.

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