What is the future development prospect of big data?

At present, China's big data enterprises are distributed in all aspects of the industrial chain, including the big data foundation and the software and hardware support of big data services. Leading enterprises in the industry focus on their key layout areas and have obvious unique advantages in all directions. From the perspective of regional distribution, China's big data enterprises are relatively concentrated, mainly distributed in Beijing, Tianjin and Hebei and the eastern coastal areas.

Major listed companies in the industry: Yihualu (3002 12), Meiya Baker (300 188), Massive Data (603 138), Tongyou Technology (300302) and Hikvision (0024/KLOC-).

The core data of this paper: big data, competition level, industrial structure, distribution of application fields, regional concentration, commercial competitiveness, five-force model analysis, etc.

1. Competition in all aspects of China's big data industry chain

At present, China's big data industry is still in the primary construction stage. From its subdivision, the big data industry can be divided into three sub-industries: big data infrastructure, application software and big data services. China's big data represents enterprises in various sub-industries, and the basic support layer mainly represents manufacturers, such as Travel Technology and Obit. Representative companies specializing in the research and development of big data-related software include Changshan Beiming, stage and Siweituxin; Enterprises such as Kechuang Information and Shenzhou Taiyue mainly focus on big data services. In addition, leading enterprises in the industry, such as Meiya Baker and Yihualu, have business layouts covering the entire big data industry chain.

2. China's big data segmentation industrial structure

According to IDC's Global Big Data Expenditure Guide, in 2020, the largest component of China's big data market comes from traditional hardware-servers and storage, accounting for more than 40%, followed by IT services and business services, accounting for 34%, and the rest is made up of big data software.

3. Distribution of application fields of China's big data industry

From the perspective of specific industry applications, the Internet, government, finance and telecommunications led the development of big data convergence industry, with a total scale of 77.6%. Internet, finance and telecom industries are in a leading position in digital business transformation due to their high level of informatization and strong R&D strength. In recent years, government big data has become a key link in government informatization construction, and the application demand related to government data integration and opening up, people's livelihood services, social governance and market supervision continues to be hot. In addition, industrial big data and health care big data, as emerging fields, have a large amount of data, high industrial chain extensibility and huge market growth potential in the future.

4. Regional concentration of China's big data industry

According to the survey data of enterprises, as of September 22nd, 20021year, there were 6 1799 "surviving" and "working" enterprises in the big data industry in China, mostly distributed in the eastern coastal areas. Among them, Guangdong Province has the largest number of big data enterprises, reaching 9,246; Followed by Jiangsu Province, the number of big data enterprises reached 5 106; There are also a large number of big data enterprises in central Shaanxi, 44 19.

According to the forward-looking statistics of 53 listed companies in the big data industry, listed companies in the big data industry are mainly concentrated in Beijing, Guangdong, Shanghai, Zhejiang and other Beijing-Tianjin-Hebei and eastern coastal areas, among which the sum of representative listed companies in Beijing and Guangdong is close to 30, accounting for more than 50%. Therefore, from the perspective of regional distribution, the regional concentration of big data enterprises is high.

Note: The data in the figure only includes 53 listed companies with forward-looking statistics.

5. Business layout and competitiveness evaluation of China's big data industry enterprises

From the perspective of big data business layout, the key layout areas of representative enterprises are concentrated in the eastern coastal areas or the Beijing-Tianjin-Hebei region. For example, Yihualu is mainly distributed in the eastern coastal areas, and Meiyabake is mainly distributed in East China and South China. From the perspective of product layout, each company has its own emphasis. For example, Obit has absolute right to speak in the field of satellite big data, and leading enterprises have obvious competitive advantages.

6. Overview of China's big data industry competition.

From the five-force model, there are many participants in China's big data industry chain, facing the application market of all walks of life, competing at different levels, and gathering a large number of enterprises at all levels, with a high degree of marketization and fierce competition; At the same time, as an indispensable technology and means in the process of digital development, the big data industry comes from all aspects of life, and there are many collection channels and analysis tools for big data, so it faces a greater threat of substitutes.

The upstream of the big data industry is infrastructure manufacturers, including hardware and software equipment. At present, there are many domestic software and hardware enterprises, the degree of localization is getting higher and higher, the competition among enterprises is fierce, and the upstream bargaining power is weak; The downstream consumer market is mainly the end customers in various application fields. Because there are many competitors in the industry, there are many big data products and services, customers are more selective, and downstream customers have higher bargaining power.

In addition, the core technical requirements of the middle and upper reaches of the big data industry, that is, hardware and software requirements, are relatively high, but the products, services and application markets of the big data industry are extremely extensive, and the iterations of various technologies are fast, so the threat of new entrants in the industry is relatively large.

Overall, the competition in China's big data industry is fierce.

For more industry-related data, please refer to the analysis report of "China's Big Data Industry Development Prospects and Investment Strategic Planning" by Forward-looking Industry Research Institute.