[Industry Dynamics] Xinchuang Industry is in the "Accelerated Run" state ｜ CITE2022

In the era of digital economy and science and technology, technology is becoming an important part of social development and even personal life.

Xinchuang is a new momentum of national strategy and a national economic development. In the past two years, my country's industrial scale and industrial structure have entered a period of effort, and the market size has increased. The development of the field of basic software and hardware has achieved from scratch, from scratch to easy -to -use. The core technology industry chain of the application software has begun to take shape, and the adaptation of software and hardware is in full swing. The industrial demand with high penetration rate has continuously promoted the independent innovation of key core technologies, and a large number of short board links have been concentrated.

Xinchuang Industry has become a fertile soil in the new period, and collectively ushered in a historic development opportunity. However, opportunities and challenges coexist, and key shortcomings need to be broken.作为信创产业风向的重要展示平台，第十届中国电子信息博览会（CITE 2022）将于2022年8月12-14日在深圳会展中心举办，集中展示上下游企业最新技术成果和产品方案，与The industry colleagues communicated on the spot.

Domesticization comprehensively replace the future promotion

Taking the Xinchuang Industry as an opportunity to fully realize the domestic independent security platform with operating systems, chips, databases, and application software as the core. With the application of cloud computing, the Internet of Things, AI, big data, etc. The upper -level business has continued to expand, and the industry's margins are continuously expanded.

In 2026, the market size of Xinchuang Industrial may exceed 2 trillion yuan

The Foresight Industry Research Institute evaluated the localization rate of China Xinchuang Industrial, giving conservative estimates and general estimates: from conservative estimation, the low domestic rate is still the CPU, operating system and storage chip field. It is expected that its state -owned substitution rate is 0.6%, 1.5%, and 6%in 2021, and 1.5%, 5%, and 10%in 2026. From the general estimation, the CPU, operating system and storage chip in 2021 are expected The state -owned alternative rates were 1%, 3%, and 7%, respectively, and 3%, 13%, and 8%in 2026.

Combined with the above two localization rates, the market size of the China Xinchuang Industrial market has changed. Under conservative estimates, the market size of China Xinchuang Industrial will exceed 2 trillion in 2026, and the compound growth rate of 39.19%in 2021-2026 will be 39.19%. Under general estimates, the market size of China Xinchuang Industrial will break through in 2026 or will break through in 2026. 2.1 trillion, with a compound annual growth rate of 39.34%.

CPU and operating systems have a low domestic production rate, and high growth in the future can be expected

The penetration rates in the field of CPU and operating systems are relatively small. Think tank data shows that the nationalization rates of CPUs and operating systems in 2019 were only 0.4%and 1%, respectively 0.5%and 1.2%in 2020, and 0.6%and 1.5%in 2021, respectively. Growth space is large. In the past two years, it has not changed much, and it is also related to the limitation of the intermediate parts replacement process and the supply capacity of the enterprise. With the overall development of the industry, the domestic alternative of the middleware may have a large scale growth.

For the CPU, in addition to performance, power consumption, price and other factors, "ecological construction and technical autonomy" have also become an important factor affecting manufacturers. Domestic CPUs mainly grow along the three major technical routes, with different degrees of autonomy. ARM, X86, and MIPS are coexisting. The CPUs and downstream software and hardware based on the X86 and ARM architecture are better compatible, the adaptation products are more abundant, and they are more friendly to users. Good, marketization still needs further development. In the domestic CPU, Feiteng, Kunpeng, Longxin, and Haiguang adopt instruction set authorization or self -developed architecture, which is relatively highly advanced.

In the field of desktop operating systems and server operating systems, some products in China have been applied, and the compatibility and adaptability of products have been gradually improved. Kirin, Tongxin and other operating systems have rapid ecological development, and the scale is rapid. It is adapted to more than 100,000 domestic software and hardware products. Wait for multiple industries to expand.

The market capacity of the middle parts continues to grow steadily

The middleware and operating systems and databases together constitute three major basic software. The middleware is between the database platform and application software. It is a cross -platform basic software. The market capacity of the middle parts continued to increase steadily. In 2020, the size of the Chinese middleware market was 8.3 billion yuan, and in 2021, it was about 9.8 billion yuan, an increase of 18.1%year -on -year.

For a long time, internationally renowned manufacturers have dominated, and domestic intermediate parts manufacturers have a low market share. However, with the upgrading of domestic middleware manufacturers, domestic manufacturers represented by Dongfangtong, Kingdee Tianyan, and Baolander have gradually realized autonomous security of middleware software products among customers in telecommunications, finance, and industry.

The disaster preparation market promotes the new era data strong base project

According to the statistics of Zhiyan Consultation, the size of China's disaster recovery software has increased from 4.210 billion yuan in 2015 to 11.430 billion yuan in 2020, with an average compound growth rate of 22.11%in the past five years. In the next few years, my country's disaster preparation software market will also maintain a relatively stable growth rate. It is expected that the market size will reach 20.69 billion yuan in 2025. However, the construction of my country's disaster preparation system is behind the development of information technology. The overall manifestation is that the data disaster recovery investment is low, the disaster recovery coverage rate is low, and the loss of business shutdown is much higher than that of Europe and the United States. The key to the data disaster is to store disaster recovery. The "Data Security Law of the People's Republic of China", which was implemented in 2021, clearly stated that the establishment of data classification protection and security emergency response mechanism was clearly proposed. With the official launch of the "East Digital West Calculation" project, the sharing, circulation, and transactions of data are becoming more and more frequent. By conducting classification and protection of different levels of data, strengthening key systems, local disaster recovery, disaster recovery, and cloud disaster recovery of different levels of data, the construction of different places will help maintain data security and business development.

In the past two years, driven by the trend of new infrastructure, China's Xinchuang industry has ushered in a new era of booming, bringing historical development opportunities to the upstream and downstream manufacturers of the domestic Xinchuang industry. Infrastructure, basic software, information security, application, application Software and cloud services have undergone practical experience in the pilot of the key faith and creation industry. In the future, it is expected to obtain higher penetration rates in key industries. CITE, as an important platform for Shinchuang Industry, will be held in the Shenzhen Convention and Exhibition Center on August 12-14, 2022. The exhibition will not only provide enterprises with accurate and efficient product promotion and technological publicity, enhance corporate brand awareness, but also provide exhibitors with exhibitors Industrial resources such as passenger flow, information flow, capital flow, and supply chain support have vigorously promoted the development of Xinchuang ecology. Great Wall Technology, Kirin Software, Feiteng Information, Jinshan Office, Baode, Aerospace 706, People's Congress Jintang, UFIDA, Yongzhong Software, Believe in Service, Zhongfu Information, Wanli Data, Ameli Storage, Yingyun Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Technology, Zhixinwei, Yixin, Jingjiawei, Mai Cun, Shenwei, Youxuan, Southern Software Park, Tong Tai Yi, Lahai Technology, Ke Dun Quantum, Zhongwei Ai Xin, Yunzhong Storage, Qi Anxin, 360 Political Political Domestic Xinchuang leading enterprises such as Enterprise, Zhongwang, Hezhong Technology will be concentrated at that time to show the latest technological achievements in the field of information technology application innovation to the industry.

The exhibition will hold the "Second Information Technology Innovation Application Industry Conference" summit on August 13th. The conference will be co -sponsored by the China Information Industry Chamber of Commerce and the Shenzhen Electronic Information Industry Federation. The theme of the conference is "Xinchuang Assisting Digital Transformation New Dynamics", which aims to promote domestic transformation and upgrading, promote economic development, and focus on domestic infrastructure, basic software, information security, application software, and cloud services. And new experience, series of information technology innovation application future technology, market direction and business model. This journal will continue to follow up the relevant situation as the support media of this summit.

- END -