1. industry operation status

According to data from the Champ Consulting Group,2022The scale of China's industrial information terminal market reached123.5Billion yuan, year-on-year growth18.6%Maintaining a faster growth rate. Among them, the industrial computer market size is54.7Billion yuan, year-on-year growth16.8%; industrial display market size is32.9Billion yuan, year-on-year growth19.5%; industrial tablet market size is23.6Billion yuan, year-on-year growth21.4%; industrial handheld terminal market size is12.3Billion yuan, year-on-year growth18.1%。

From the application field,2022China's industrial information terminals are mainly used in manufacturing, transportation, energy and environmental protection, public safety and other fields. Among them, manufacturing is the largest application area, accounting38.5%, mainly concentrated in automobile manufacturing, machinery manufacturing, electronics manufacturing and other sub-industries; transportation is the second largest application field, accounting17.8%, mainly concentrated in railway, highway, aviation and other sub-industries; energy and environmental protection is the third largest application field, accounting14.7%, mainly concentrated in electric power, petrochemical, water conservancy and other sub-industries; public safety is the fourth largest application area, accounting11.6%Mainly concentrated in public security, fire protection, security and other sub-industries.

In terms of geographical distribution,2022China's industrial information terminal market showed the dominant position in the eastern region and the rapid development of the central and western regions. Among them, the eastern region occupies the market share.60.3%, mainly benefiting from the region's developed economy, industrial agglomeration and high level of digitization; the central region occupies a market share of18.4%, mainly benefiting from the strong manufacturing base in the region and the promotion of new urbanization; the western region occupies the market share.14.8%, mainly benefiting from increased investment in energy and environmental protection, transportation and other fields in the region, accelerated digital construction and other factors;6.5%, mainly benefiting from the region's public security, military and other areas of demand growth and other factors.

From the perspective of enterprise competition,2022China's industrial information terminal market showed the leading enterprises occupy a dominant position, small and medium-sized enterprises widely distributed characteristics.2022The top ten enterprises in China's industrial information terminal market were Inspur, Guangzhou Radio and Television Express, Guangzhou Radio and Television Computer, Lenovo, ZTE, Haier, Zhongke Shuguang, Huawei, Yanhua and Digital China. The total market share of these ten enterprises reached47.8%, where Inspur is based on market share9.6%In the first place. These leading enterprises have strong technology research and development capabilities, brand influence, channel resources and service capabilities, and can provide diversified, personalized and intelligent industrial information terminal products and solutions to meet customer needs in different industries and fields. In addition to the head enterprises, there are also a large number of small and medium-sized enterprises participating in the competition in the industrial information terminal market. These enterprises mainly rely on product innovation, vertical segmentation, regional deep cultivation and other ways to form their own advantages and characteristics in some specific application scenarios or regional markets.

2. industry development trend

Outlook2023Throughout the year, the industrial information terminal industry will face more opportunities and challenges, mainly in the following aspects:

(I) opportunity

Increased national policy support.2023year is“fourteen five”The first year of the plan is also the first five years of building a modern socialist country in an all-round way. At this important historical node, the state will further increase strategic investment and policy support in the field of industry and information technology, promote the digital transformation and upgrading of the industry, improve the modernization level of the industrial chain supply chain, and enhance the resilience and competitiveness of industrial development. According to the "State Council on Issuing the New Industrialization Promotion Plan (2021—2025In), the State Council issued a new generation of artificial intelligence development plan (2021—2025Notice of the State Council on Issuing the Three-Year Action Plan for New Infrastructure Construction (2021—2023) and other documents, the state will focus on supporting the industrial Internet, intelligent manufacturing,5GThe construction and development of the network and other fields provide a favorable policy environment and market demand for the industrial information terminal industry.

The construction of industrial Internet platform is accelerated. The industrial Internet platform is the core carrier to realize the collection, aggregation, analysis and application of industrial data, and is an important starting point to promote the digital transformation and upgrading of the industry. According to the China Industry Network, as2022By the end of the year, we had created45A national advanced manufacturing cluster demonstration platform and100The industrial Internet has been fully integrated into the demonstration platform of small and medium-sized enterprises characteristic industrial clusters.45A major national economic category, with more influential industrial Internet platforms240Home.2023With the further construction and promotion of national demonstration platforms and the continuous emergence and improvement of local and industry platforms, the industrial Internet platform will cover more industries and fields, providing broader application space and more diversified demand scenarios for industrial information terminals.

The level of intelligent manufacturing is constantly improving. Intelligent manufacturing is an important way to realize the automation, digitization and intelligence in the process of industrial production, and it is the key factor to improve the efficiency, quality and benefit of industrial production.2022The scale of China's intelligent manufacturing market reached1.9Trillion yuan, year-on-year growth19.2%The proportion of the total output value of the manufacturing industry has reached11.8%。2023With the continuous support of the state for intelligent manufacturing and the continuous cognition and investment of enterprises in intelligent manufacturing, the level of intelligent manufacturing will be further improved, especially in the fields of automobile, machinery and electronics, there will be more intelligent manufacturing demonstration projects and typical cases, providing more high-end, more accurate and more flexible demand for industrial information terminals.

The need for digital transformation is growing. Digital transformation refers to the process of enterprises using digital technology and data resources to innovate and optimize their products, services, processes, models, etc., in order to enhance competitiveness and adaptability.2022The scale of China's digital transformation market reached1.7Trillion yuan, year-on-year growth18.5%。2023As the impact of the new crown epidemic fades and the economic situation at home and abroad gradually improves, enterprises will accelerate the resumption of production and business activities and increase investment and promotion of digital transformation in response to market changes and customer demand. Digital transformation will involve internal management, external cooperation, product innovation, service optimization and other aspects, providing more comprehensive, deeper and more sustainable demand for industrial information terminals.

(II) Challenge

Lack of technological innovation capacity. As an important infrastructure for industrial Internet, intelligent manufacturing and digital transformation, the technological innovation ability of industrial information terminal directly affects the development level and competitiveness of the industry. However, at present, my country's industrial information terminal industry still has some shortcomings in technological innovation, which are mainly manifested in the following aspects: First, core technologies are controlled by people, such as chips, operating systems, databases, etc.; second, product innovation lacks breakthrough and leadership Sex, such as human-computer interaction, edge computing, Internet of Things, etc.; third, the lack of depth and breadth of application innovation, such as industry solutions, scenario customization, intelligent services, etc.

Market competition is becoming increasingly fierce. The market competition in the industrial information terminal industry comes not only from domestic counterparts, but also from foreign giants. On the one hand, domestic counterparts have launched fierce competition in product performance, price, service and other aspects, especially some small and medium-sized enterprises through product innovation, vertical segmentation, regional deep cultivation and other ways, in some specific application scenarios or regional markets have formed their own advantages and characteristics, which has formed a certain challenge and impact on the head enterprises. On the other hand, foreign giants such as Dell, Hewlett-Packard, Siemens, etc., also have strong technical strength and brand influence in the field of industrial information terminals. Through global layout and localized services, they continue to expand their share and influence in the Chinese market. It poses a greater pressure and threat to domestic enterprises.

Security risks are becoming increasingly prominent. As an important information node in the process of industrial production, the security of industrial information terminal is directly related to the stability and security of industrial production. However, with the popularization and application of industrial information terminals, the security risks they face have become increasingly prominent, mainly in the following aspects: first, physical security risks, such as equipment damage, failure, theft, etc.; second, network security risks, such as hacker attacks, virus infection, data leakage, etc.; third, application security risks, such as misoperation, malicious tampering, illegal use, etc. These security risks will not only bring economic losses and reputation damage to enterprises, but also bring security risks and social harm to the society.

3. Existing Problems and Suggestions

Based on the above analysis, we believe that the industrial information terminal industry still has the following problems in the development process:

(I) problems

The standard system is not perfect. At present, China's industrial information terminal industry still lacks a unified standard system, and the standards in various fields and links lack coordination and convergence, resulting in uneven product quality, poor interoperability and high maintenance costs. At the same time, due to the lack of docking and integration with international standards, China's industrial information terminal products are also facing difficulties in certification and access in the international market.

The talent structure is unreasonable. At present, the talent structure required by China's industrial information terminal industry mainly includes three categories: first, compound talents with industrial background and information technology ability; second, innovative talents with innovative thinking and entrepreneurial spirit; third, integrated talents with cross-border cooperation and communication ability. However, at present, there is a big gap between the talent structure of China's industrial information terminal industry and the required talent structure, which is mainly manifested in the following aspects: first, the number of compound talents is insufficient, and there is a lack of in-depth understanding and grasp of various information needs and scenes in the process of industrial production; second, the quality of innovative talents is not high, and there is a lack of innovative ideas and methods for industrial information terminal products and applications; third, the ability of integrated talents is not strong, lack of effective communication and cooperation with other industries and fields.

The service model is immature. At present, the service model of my country's industrial information terminal industry is still in its infancy, mainly focusing on product sales, and lacking all-round, full-cycle, and full-value services to customers. On the one hand, due to the lack of in-depth analysis and understanding of customer needs, industrial information terminal products often cannot meet the personalized, customized, and intelligent needs of customers, resulting in low product adaptability and satisfaction. On the other hand, due to the lack of effective tracking and feedback on the customer's use process, industrial information terminal products often cannot solve customer's use problems and problems in time, resulting in low product reliability and stability.

(II) recommendations

In view of the above problems, we put forward the following suggestions:

Accelerate the construction of the standard system. On the one hand, it is necessary to strengthen the formulation and revision of industrial information terminal industry standards, improve product quality, performance, safety and other standard requirements, and improve product quality and market competitiveness. On the other hand, it is necessary to strengthen the docking and integration with international standards, participate in the formulation and evaluation of international standards, promote the certification and access of China's industrial information terminal products in the international market, and improve the international influence of products.

Optimize the training of talent structure. On the one hand, it is necessary to strengthen the education and training of talents in the industrial information terminal industry, establish a teaching system and curriculum system that combines with the reality of industrial production, and cultivate compound talents with industrial background and information technology capabilities. On the other hand, it is necessary to strengthen the innovation and entrepreneurial incentive mechanism of talents in the industrial information terminal industry, establish an evaluation system and incentive system suitable for market demand, and cultivate innovative talents with innovative thinking and entrepreneurial spirit. It is also necessary to strengthen the cross-border collaboration and communication capabilities of talents in the industrial information terminal industry, establish a platform and mechanism for mutual exchange and learning with other industries and fields, and cultivate integrated talents with cross-border collaboration and communication capabilities.

Innovative service model improvement. On the one hand, it is necessary to strengthen the in-depth analysis and understanding of customer needs, provide more personalized, customized, and intelligent industrial information terminal products and solutions, and improve product adaptability and satisfaction. On the other hand, it is necessary to strengthen the effective tracking and feedback of the customer's use process, provide more timely, professional and considerate industrial information terminal products and service support, and improve product reliability and stability.

Conclusion

Anyway,2023The industrial information terminal industry will usher in more opportunities and challenges. Driven by multiple factors such as national policy support, industrial Internet platform construction, intelligent manufacturing level improvement, and digital transformation demand growth, the industrial information terminal industry will maintain a faster Development speed and high level of development have made new and greater contributions to the development of industry and information technology. At the same time, the industrial information terminal industry must also actively respond to problems such as insufficient technological innovation capabilities, increasingly fierce market competition, and increasingly prominent security risks, and accelerate the construction of standard systems, optimize the training of talent structure, and improve innovative service models to improve industrial information terminals. The core competitiveness and sustainable development capabilities of the industry.

Shangpu Consulting believes that the industrial information terminal industry is a dynamic and potential industry, which deserves our continuous attention and investment. According to data from the Champ Consulting Group,2023The size of China's industrial information terminal market is expected to reach150Billion yuan, year-on-year growth21.4%Maintain a high level of growth. We will continue to provide professional, comprehensive and timely consulting services for the industrial information terminal industry, and provide valuable reference and support for the development of the industry.