No matter how many giants and oligarchs are the mo

2022-07-27
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No matter how many giants enter the market, it is difficult for the oligarchs to monopolize the industrial interconnection platform

for different fields, different users and different needs, it seems more likely that companies will unite with each other and give full play to their strengths to compete for the market in the future

when GE and Siemens, the representatives of two American and European industrial giants, launched the industrial interconnection platforms of predix and mindsphere, This new business form has quickly become a hot topic in the industry

in the past year, industrial interconnection of various names emerged in endlessly, and giant companies with different backgrounds joined the battlefield one after another to launch their own cloud platforms. Even Foxconn, the traditional representative of electronic products OEM in people's minds, has built itself into a fashionable concept of industrial interconnection when planning A-share listing. Besides industrial giants such as Siemens and Ge, giant companies in Haier, Huawei, Microsoft, Amazon, Alibaba and other fields have also entered the market to lay out industrial interconnection

it is an irresistible trend for the digital trend to penetrate into the industry. The emergence of the industrial Internet platform is one of the manifestations of this trend. However, when the new business model is introduced to the market, it is still an essential process to educate users to accept it

in the framework of cloud technology, industrial Internet platforms generally provide platform as a service (paas:platform as a service); Under it, there are products that provide infrastructure services (iaas:infrastructure as a service); On top of that, it is the software as a service (SaaS) that directly faces customers

therefore, perhaps for the purpose of marketing, an easy to understand metaphor is that the industrial Internet platform is the operating system of IOT, just as Android is for intelligence and windows is for personal computers

according to this analogy, the endless variety of industrial Internet platforms means that we are still in the early stage of the development of IOT operating system, just like the start of personal computers about 40 years ago and the entry of intelligence into the market more than 10 years ago

in the field of electronics, the price of consumer electronics fell by 10 yuan/ton. After the waves washed away the sand, the competition between personal computers and intelligent operating systems finally moved towards oligopoly. Windows and MacOS have become the two mainstream of personal computers. Android and IOS are competing against each other. So far, the sense of existence of other operating systems is quite weak

will the industrial IOT platform, as an industrial interconnection operating system, continue this trend and become a monopoly? In the past, giants with larger size did generally judge that most platforms would be eliminated, and only a few platforms would be left. The typical representatives holding this view are Ge and Siemens

however, more and more competitors are laying out their positions. In the industrial Internet platform market, it is unlikely that this trend will repeat itself

cloud interconnection is the trend

some people also believe that the industrial interconnection platform will not dominate from the beginning

at the abb digital world held in Hangzhou last June, Guido jouret, ABB's newly appointed chief digital officer who had worked for Cisco for 20 years and was in charge of the Cisco IOT department, bluntly pointed out that some competitors thought that only one platform would take over in the end, but we (ABB) did not think so. Some industries with sufficient digitalization, such as banking, entertainment, retail and other fields, have proved that it is impossible for a single platform to take over everything

in Qiao Rui's view, the more likely future pattern may be inter cloud. The cloud on the system can not ensure the ability of interconnection. It also needs to solve the problems of standards, application program interfaces (APIs), interconnection between systems, etc. In the future, applications on ABB capability can be interconnected with applications on mindsphere and Alibaba cloud. Customers may also have their own systems. ABB hopes to integrate these applications to serve customers

this view is actually very representative

heirichhesingen, President of ThyssenKrupp, a German industrial giant, talked about similar trends in an exclusive interview with Caijing. He said that with the continuous development of digital technology, there will certainly be more than one platform in the future, and people need to be able to connect with different platforms

herschengen further explained that customers may use Siemens' mindsphere platform, so they need the platform to be connected with mindsphere, or they may use other platforms or have their own platforms. For example, BHP Billiton is a customer of ThyssenKrupp. The crushers and other ore mining equipment produced by ThyssenKrupp are widely used by mining giants such as BHP Billiton. However, BHP Billiton also has its own platform. If both sides want to share data, they need the platform interconnection of the two

the fact behind this view is that powerful companies will build their own it and platforms

the emergence of industrial Internet platform is not the starting point of the digital trend in the industrial field, but the latest manifestation. Many enterprises have their own information systems and internal network platforms, and digitalization does not start from scratch. For them, they do not need a new platform to build their own digitalization, but need to connect their own platform with the platform that can create value for it, share specific data, and develop applications to meet the specific needs of customers

not only that, upstream and downstream businesses also need different companies to cooperate with each other, and the platforms of different companies also need to be interconnected. Take automobile manufacturing as an example. Parts suppliers such as ThyssenKrupp have their own platforms, and automobile manufacturers such as Mercedes Benz and BMW have their own car coupling platforms. After the automobile is put into operation, the data generated by consumers when driving the car is of value to both parts suppliers and automobile manufacturers. At this time, it is necessary to determine the right to use the data so that different platforms can be interconnected, To give full play to its maximum value

another practical consideration is that industrial enterprises are more sensitive to data than ordinary consumers. Involving the core data such as the operation and production scheduling of the factory, we can judge the core business secrets such as the company's output and cost. These data cannot be taken away by competitors at risk. Therefore, a strong company cannot use the platform products of its competitors, and will only build its own platform or choose the products of a neutral third party

complex competition and cooperation relationship

the trend of industrial digitalization is irreversible, and the boundaries between traditional competitors are constantly broken. D. if the two parts are smooth, it is necessary to remove the lower shroud of the main body and stop. More and more companies outside the industry begin to enter the market. Gartner's new report on the magic quadrant of the industrial IOT platform released in May believes that there is no leader in the industrial IOT platform market at present

Gartner's report divides the companies that currently deploy the industrial IOT platform into four categories: IT companies, such as IBM, Oracle, PTC, sap, etc; Ot companies, such as GE, Siemens, Hitachi, etc; Companies focusing on IOT platforms, such as altizon, flutura, etc; And system integrators, such as Accenture, ATOS, etc. And Gartner also expects more companies to enter this market, such as communication service companies and industrial automation companies

IAAs manufacturers that provide infrastructure services for the platform have gradually moved towards an oligopoly. Amazon and Microsoft have won most of the market, followed by Google and Alibaba

however, as a product providing platform services (PAAS), the industrial IOT platform has a large number of sellers, showing a more complex competition and cooperation relationship. For example, Siemens cooperates with Microsoft and plans to deploy its platform on each other's infrastructure services in the future. However, Microsoft is also trying to expand its cloud products' ability to provide platform services, which has potential competition with Siemens' mindsphere

at the platform level, the involvement of Companies in different fields makes the war situation complicated. The strength of it (Information Technology) companies lies in their ability to integrate equipment connection with traditional IT systems, and they also have more accumulation in data analysis and data architecture; Ot (operation technology) company has a broader industrial customer base and relatively knows more specialized industrial knowledge; Consulting service companies such as Accenture and Deloitte are also expanding their software business and providing digital services to customers by integrating different platforms and services

In the in order to seize the high ground, more and more traditional IT companies and ot companies began to cooperate in depth

the most recent case is that on June 14, Rockwell, an American industrial automation giant, invested US $1billion in the equity of PTC, an American industrial software company, and Blake Moret, chairman and CEO of Rockwell, will join the board of directors of PTC

specifically at the business level, PTC's thingworx platform, kepware and vuforia will be deeply integrated with Rockwell's MES, data analysis products and industrial automation platform to complement each other, hoping to create integrated information solutions to help customers improve productivity and plant efficiency, Reduce operational risk kerstan explained and improve system interoperability

therefore, for different fields, different users and different needs, it seems more likely that companies will unite with each other and give full play to their strengths to compete for the market in the future. The trend of individual platforms becoming dominant is not obvious. Behind this trend, the essence lies in that one of the differences between industrial users and consumer users is that the needs of industrial users are more diverse, complex and diverse, and each industry has its own unique expertise, while consumer interconnection often has more consistent needs

Kaisa, President of Siemens, stressed in an exclusive interview with Caijing that digitalization takes place vertically. In the field of consumer Internet, all users may need to know the weather information. At this time, Internet companies will pursue scalability and economies of scale because people have the same needs. In the industrial field, the production of a chocolate bar is totally different from the production of a chocolate bar. Therefore, the vertical application of industrial interconnection will be more subdivided and will not be as active as the consumption interconnection

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