1. Industrial Computer Industry Overview

Definition and Characteristics of 1.1 Industrial Computer

Industrial computer is a computer specially designed for industrial control and production process. It has the characteristics of high reliability, high performance, high compatibility and high security. Industrial computers can be divided into industrial control computers, industrial communication computers, industrial display computers, industrial servers and other types, widely used in manufacturing, power, transportation, communications, medical, education and other fields.

Compared with ordinary computers, industrial computers have the following main characteristics:

Able to adapt to harsh working environment, such as high temperature, high humidity, high pressure, strong magnetic, strong vibration, etc;

It can run stably for a long time, is not easy to malfunction or crash, and has self-checking and self-recovery functions;

Can support a variety of interfaces and protocols, with a variety of sensors, actuators, instruments and other equipment for data exchange and control;

It can realize real-time, reliability, security and intelligent data processing and decision-making, and meet the requirements of industrial control and production process.

Classification and scope of the 1.2 industrial computer industry

According to the Classification of Software and Information Technology Services by the National Bureau of Statistics (GB/T 4754-2017), the software and information technology service industry includes the following eight categories:

Software Development

integrated circuit design

Information System Integration Services

Information Technology Consulting Services

Data processing and storage services

internet information service

Internet Platform

Other Information Technology Services

Among them, the industrial computer industry mainly involves four categories: software development, integrated circuit design, information system integration services and other information technology services. Specifically, the industrial computer industry includes the following aspects:

Industrial control software development: refers to the development of software products such as operating systems, programming languages, database management systems, middleware, application software, etc. for industrial control computers;

Industrial communication software development: refers to the development activities of providing network protocol stacks, drivers, communication software and other software products for industrial communication computers;

Industrial display software development: refers to the development of software products such as graphical user interface, graphics processing library, multimedia software for industrial display computers;

Industrial server software development: refers to the development activities of software products such as server operating system, virtualization technology, cloud computing platform for industrial servers;

Industrial control computer design: refers to the design activities that provide special hardware platform for industrial control field, including embedded system design, single board computer design, modular computer design, etc;

Industrial communication computer design: refers to the design activities of providing special hardware platform for industrial communication field, including switch design, router design, gateway design, etc;

Industrial display computer design: refers to the design activities that provide special hardware platform for industrial display field, including touch screen design, display design, projector design, etc;

Industrial server design: refers to the design activities that provide dedicated hardware platforms for the industrial server field, including server motherboard design, storage device design, network device design, etc;

Industrial control system integration services: refers to the provision of system integration solutions and service activities based on industrial control computers and related software for the field of industrial control, including requirements analysis, scheme design, equipment selection, system installation, system commissioning, system maintenance, etc;

Industrial communication system integration services: refers to the provision of system integration solutions and service activities based on industrial communication computers and related software for the field of industrial communication, including network planning, network construction, network optimization, network operation and maintenance, etc;

Industrial display system integration services: refers to the provision of system integration solutions and service activities based on industrial display computers and related software for the industrial display field, including display scheme design, display equipment installation, display system debugging, display system maintenance, etc;

Industrial server system integration services: refers to the provision of system integration solutions and service activities based on industrial servers and related software for the industrial server field, including server architecture design, server deployment, server management, server maintenance, etc;

Other industrial computer-related services: refers to other information technology service activities provided for the field of industrial computers, including industrial computer training, industrial computer maintenance, industrial computer leasing, industrial computer consulting, etc.

Economic Operation Status of 2. Industrial Computer Industry

The scale of the 2.1 industry continues to expand, and the growth rate is higher than the overall level of the software industry.

According to data from the Champ Consulting Group,2022In, the number of enterprises above the national scale in the software and information technology service industry exceeded.3.5Wanjia, accumulated software business revenue108126Billion yuan, year-on-year growth11.2%The growth rate fell from the same period last year.6.5percentage point. Among them, industrial software products to achieve revenue2407Billion yuan, year-on-year growth14.3%Higher than the overall industry level3.1Percentage points, accounting for the proportion of industry-wide income.2.2%。

According to data from the Champ Consulting Group,2023In the first half of the year, the national software and information technology services enterprises above designated size completed software business revenue.58217Billion yuan, year-on-year growth12.4%The growth rate increased from the same period last year.1.2percentage point. Among them, industrial software products to achieve revenue1398Billion yuan, year-on-year growth15.6%Higher than the overall industry level3.2Percentage points, accounting for the proportion of industry-wide income.2.4%。

From the above data, it can be seen that the scale of the industrial computer industry continues to expand, and the growth rate is higher than the overall level of the software industry, indicating that the industry has strong development potential and market demand.

The profitability of the 2.2 industry is rising steadily, and the investment in research and development continues to increase.

According to data from the Champ Consulting Group,2022Total profits of enterprises above designated size in the software and information technology service industry nationwide12648Billion yuan, year-on-year growth5.7%The growth rate fell from the same period last year.1.9percentage point. Among them, the total profit of industrial software products.276Billion yuan, year-on-year growth12.8%Higher than the overall industry level7.1percentage point.2022In 2010, the R & D expense ratio of enterprises above designated size in the national software and information technology service industry was9.6%Increase over the same period last year.0.8percentage point. Among them, the research and development cost rate of industrial software products is.12.1%Increase over the same period last year.1.4percentage point.

In the first half of 2023, the total profits of enterprises above designated size in the national software and information technology service industry6837Billion yuan, year-on-year growth6.2%The growth rate increased from the same period last year.0.5percentage point. Among them, the total profit of industrial software products.159Billion yuan, year-on-year growth13.4%Higher than the overall industry level7.2percentage point.2023In the first half of the year, the research and development cost rate of enterprises above designated size in the national software and information technology service industry was9.8%Increase over the same period last year.0.2percentage point. Among them, the research and development cost rate of industrial software products is.12.4%Increase over the same period last year.0.3percentage point.

From the above data, it can be seen that the profitability of the industrial computer industry has risen steadily, and R & D investment has continued to increase, reflecting the industry's innovative vitality and competitive advantage.

The export performance of the 2.3 industry is bright, and the international market share continues to increase.

According to data from the Champ Consulting Group,2022In, the national software and information technology services enterprises above designated size realized software export revenue.524.1Billion US dollars, year-on-year growth3.0%The growth rate fell from the same period last year.5.8percentage point. Among them, industrial software products to achieve export revenue7.8Billion US dollars, year-on-year growth18.5%Higher than the overall industry level15.5percentage points, accounting for the proportion of export revenue of the whole industry.14.9%。

In the first half of 2023, the national software and information technology services enterprises above designated size to achieve software export revenue282.6Billion US dollars, year-on-year growth4.1%The growth rate increased from the same period last year.1.1percentage point. Among them, industrial software products to achieve export revenue4.8Billion US dollars, year-on-year growth19.2%Higher than the overall industry level15.1percentage points, accounting for the proportion of export revenue of the whole industry.17.0%。

From the above data, it can be seen that the export performance of the industrial computer industry is bright, and the international market share continues to increase, indicating that the industry has strong international competitiveness and market development capabilities.

3. industrial computer industry development prospects

3.1 national strategic deployment to provide policy support and market demand for industry development

In recent years, the state has put forward a series of strategic deployment and policy measures to provide policy support and market demand for the development of the industrial computer industry. Mainly include the following aspects:

Building a manufacturing power: Made in China2025"New Generation Artificial Intelligence Development Plan"“fourteen five”The outline of the plan and other documents clearly define the strategic objectives and key areas of the manufacturing power, and emphasize the importance of accelerating the digital, networked and intelligent transformation of the manufacturing industry. As one of the infrastructure and core technologies for the construction of a manufacturing power, industrial computers play a key role in promoting the high-quality development of the manufacturing industry.

Key core technology research: "Guiding Opinions on Accelerating the Promotion of Key Core Technology Research", "Notice on Strengthening the Management of Key Core Technology Research Projects" and other documents clarify the major tasks and organization and implementation methods of key core technology research, and emphasize strengthening independent innovation The urgency and importance of capacity building. Industrial computers involve a number of key core technology fields, such as high-end chips, operating systems, databases, middleware, industrial software, etc., and are an important support for enhancing national scientific and technological strength and industrial competitiveness.

Industrial Internet Development: Documents such as the Action Plan for the Innovative Development of the Industrial Internet and the Guiding Opinions on Accelerating the Development of the Industrial Internet clarify the development goals and key tasks of the industrial Internet, and emphasize the necessity of accelerating the construction of the industrial Internet platform system and network system. Industrial computer is the core equipment and key node of industrial Internet, and it is an important means to realize industrial data acquisition, transmission, processing and application.

Digital Transformation Promotion: Documents such as the Guiding Opinions on Accelerating the Promotion of Digital Transformation and the Guiding Opinions on Promoting the Innovative Development of the Digital Economy clarify the strategic direction and key areas of digital transformation, and emphasize the importance of accelerating the cultivation of new models and new formats of the digital economy. Industrial computer is one of the infrastructure and key technologies of digital transformation, and plays an important role in promoting the upgrading of traditional industries and the development of emerging industries.

The 3.2 new crown epidemic has spawned new application scenarios, bringing new growth points and innovation opportunities to the industry.

From2020Since the beginning of the year, the new crown epidemic has had a huge impact on the global economy and society, and has also given birth to new application scenarios such as telecommuting, online education, and smart healthcare, bringing new growth points and innovative opportunities for the development of the industrial computer industry. Mainly include the following aspects:

Telecommuting: During the epidemic, many enterprises and institutions adopted telecommuting to ensure normal operations and services. Remote office needs to rely on efficient and stable information systems and network communication, and industrial computers, as one of the core equipment of remote office, have advantages in providing remote desktop, remote conferencing, remote collaboration and other functions.

Online education: During the epidemic, many schools and educational institutions adopted online education to ensure normal teaching and learning. Online education needs to rely on high-definition and smooth video transmission and interaction, and industrial computers, as one of the core equipment of online education, have advantages in providing video coding and decoding, video distribution, video surveillance and other functions.

Smart medical care: During the epidemic, many hospitals and health institutions adopted smart medical care to improve the efficiency and quality of diagnosis and treatment. Smart healthcare needs to rely on highly accurate data analysis and decision-making, and industrial computers, as one of the core devices of smart healthcare, have advantages in providing medical imaging, medical artificial intelligence, medical Internet of Things and other functions.

4. epilogue

In summary, the industrial computer industry is an important part of the software and information technology service industry, and is closely related to strategic areas such as the industrial Internet, intelligent manufacturing, and digital transformation.2022Year and2023In the first half of the year, the scale of the industrial computer industry continued to expand, the growth rate was higher than the overall level of the software industry, the profitability increased steadily, the investment in research and development continued to increase, the export performance was brilliant, and the international market share continued to increase. The industrial computer industry is facing multiple favorable factors and has broad prospects for development. Champu Consulting believes that the industrial computer industry is worthy of attention and investment, and it is recommended to focus on the following aspects:

Pay attention to the national strategic deployment and policy measures, grasp the development direction and key areas of the industry;

Focus on the impact and opportunities of the new crown epidemic on the industry, and seize the needs and innovations of emerging application scenarios;

Pay attention to the technological innovation and product upgrading of the industry, and enhance the core competitiveness and market share of the industry;

Pay attention to leading enterprises and high-quality enterprises in the industry, and tap the investment value and growth potential of the industry.