Technology to empower all industries!Enterprise power in new infrastructure

China Well -off Network Exclusive Specialty

Text | "Well -off" · China Well -off reporter Guo Yan

The opportunity of new infrastructure is not in the infrastructure itself, but from the digital and intelligent upgrades and the superposition of economic and social transformation needs, which is a combination of time and potential.

Photo Source/HELLORF

As the primary productive forces, technology has always been the focus of the country and corporate circles. With the proposal of the national new infrastructure policy and the deep integration of artificial intelligence and economic development over the years, technological innovation has become the general trend.

In 2020, the national level officially clarified the connotation of new infrastructure, with 5G base stations, high -voltage high -voltage, urban high -speed railway and urban rail transit, new energy vehicle charging piles, big data centers, artificial intelligence, and industrial Internet. Fields ushered in a new round of outbreak.

The many industrial chains involved in the new infrastructure have poured into a large number of entrepreneurs, attracting frequent capital injection. The use of technology to empower various industries, and new infrastructure has brought opportunities and challenges to a large number of enterprises.

When the benchmark is a demonstration, the central enterprise should be appointed

When the new infrastructure has become a hot word that has attracted much attention from the society. As a central enterprise of the "pillar of the pillar" of the Chinese economy, how can we act in the new infrastructure?

It is understood that the central enterprise has quickly acted, starting, early planning, early investment, early research and development, and early construction. Investors, R & D people and builders upgrade the "new consumption" with new infrastructure to form a new driving force and promote high -quality development.

The new infrastructure has a huge investment and demand, and the strong consumer market with continuous upgrading is a new engine for China's economic growth. As far as 5G network construction is concerned, through the cultivation of new technology industries such as the prosperous Internet economy, artificial intelligence, and digital economy, it will indirectly drive the total economic output of hundreds of trillion yuan, laying a solid for seizing the new generation of information technology system in the world. The basics.

Earlier, the three major telecommunications central enterprises and iron tower companies stated that they have actively accelerated the construction of 5G in 2020 and made greater contributions to the realization of online power. For a while, 5G became the "leader" of the new infrastructure.

According to the "China Mobile Economic Development Report 2020" released by GSMA mobile think tank, by 2025, the penetration rate of 5G users in China will increase to nearly 50%, which is equivalent to other major 5G markets such as South Korea, Japan and the United States. The China Institute of Information and Communication predicted that by 2025, my country's 5G network construction investment will reach 1.2 trillion yuan. 5G network construction will also drive upstream and downstream of the industrial chain and application investment in various industries. It is expected that it will drive a total of more than 35,000 by 2025 Investment 100 million yuan.

On March 6, 2020, China Mobile launched the main equipment procurement of the 5G second -phase wireless network. Data show that as of the end of February 2020, China Mobile's 5G base stations have exceeded 80,000, and the number of 5G package users has reached 10 million. The goal of maintaining the target of "building 300,000 5G base stations, 5G networks cover cities above the country" remains unchanged.

China Tower said that it has actively exerted its overall advantages and comprehensively and efficiently meet the needs of 5G construction in telecommunications enterprises. As of early March 2020, a total of over 200,000 base stations have been built. In the construction of 5G, China Tower insisted on being able to share new constructions, strictly control the proportion of new buildings, and reduce construction costs. More than 97%of demand is met by using stock resources. At the same time, in -depth cooperation with railways, power grids, real estate, municipal transportation, etc., developed for 5G, and formulated the standardized and integrated coverage plan for indoor and outdooring of communication networks.

The Qianxun Location Company, which was jointly established by Weapon Industry Group and Alibaba Group, officially launched the "Flying Wing Action" to build a drone warfare epidemic platform. Disinfection and inspection of epidemic prevention operations such as precision spraying and inspection by drones.

The "supply and demand docking platform" is just a case of central enterprises using the Internet "digital" service.

China Merchants Group uses a number of new technologies such as blockchain and big data in China Merchants Port to set up a unified digital application platform for documents with paperless and electronic circulation, gate automation, and gate automation. During the epidemic, China Merchants Eport exhibited skills to provide 24 -hour online customs clearance, logistics and other services for units and users in the port ecosystem, and continuously improved the intelligence and automation level of operations, greatly reducing offline contact, and re -production and re -production of each production and re -production of each production and re -production. The item business has built a safety defense line.

The social governance big data platform developed by the Fifth Hospital of Aerospace Science and Technology Group from the Aerospace Intelligence Company from identified people to identification vehicles, from the flow of personnel, the information screening of key groups to the information reporting of information, analyzing the key points of the management and control effect. China Weitong, which belongs to the Aerospace Science and Technology Group, also provides users with the relevant epidemic information of the new type of coronary virus pneumonia in accordance with the State Administration of Radio, Film and Television. More than 140 million rural live satellite users across the country can receive and view the epidemic dynamics at any time through live satellite set -top boxes.

R & D, investment, and construction, more central enterprises are layout for new infrastructure. Over time, central enterprises will perform more and better in new infrastructure, better serve high -quality industrialization, high -quality urbanization, promote supply -side structural reforms, and serve the high -quality economic development of my country's economy.

Internet companies are strange to grab the wind

Under the new infrastructure air, multiple Internet and technology giants have accelerated the layout. From highlighting the "digital new infrastructure", to embracing the "Industrial Internet", to building the "intelligent world of all things", although the slogans and specific ideas of all parties are different, artificial intelligence is a common intersection. This is a feast that no one wants to miss. Among them, Baidu's advantage has been obvious in the AI ​​field for many years.

In 2019, in the ranking of China's artificial intelligence patent applications, Baidu ranked first with 5712 pieces. By May 28, 2020, Baidu's global AI patent application volume had exceeded 10,000, of which more than 7,000 patents in China were ranked first in China, and four fines in voice recognition, natural language processing, knowledge map and autonomous driving Ranking in the country is the first in China, showing the profound technical heritage and vigorous innovation capabilities of AI leaders.

Baidu is both an AI infrastructure builder and a leader and promoter of AI technology and application innovation. It is understood that, as the earliest domestic investment, the strongest technology, and the most complete artificial intelligence leading enterprise in China, Baidu has already launched a comprehensive layout in AI's new infrastructure, and has the first -mover advantage.

Relying on full stack and leading artificial intelligence technical capabilities, Baidu has created a series of autonomous and controllable new AI technology infrastructure including Baidu's brain, flying paddle, smart cloud, chip, and data centers to comprehensively cover hundreds of AI basic capabilities Essence

At the same time, Baidu will continue to increase investment in new infrastructure fields such as artificial intelligence, chips, cloud computing, and data centers in the next ten years, and launch two "5 million" plans: It is expected that by 2030, Baidu Smart Cloud Server will be The number of units exceeds 5 million units to better meet the needs of high -performance calculations in the intelligent upgrade of the industry, and provide a strong base for China's smart economic development. The development of intelligent economy and intelligent society provides AI talent protection.

The new infrastructure and traditional infrastructure are not mutually exclusive relationships, but complementary. Since the announcement of the strategic upgrade in 2018, Tencent has been actively engaged in new infrastructure, and has gradually become a "digital assistant" for transformation and upgrading of various industries through "rooting the consumer Internet and embracing the industrial Internet".

At present, the tide of new infrastructure is in full swing. 31 provinces announced a new infrastructure investment plan with a total amount of more than 40 trillion. When the new infrastructure projects in various places have surged, digital infrastructure, as the foundation of new infrastructure, has received unprecedented attention.

Building a real smart city still has technical bottlenecks and restrictions. Because of this, Huawei put forward the concepts of "smart bodies" and "full scene wisdom" at the Huawei Full Conference in 2020, pushing the new infrastructure to a new dimension.

According to Huawei Cloud and Calculating BG President Hou Jinlong, "Smart" is a reference architecture for the intelligent upgrade of government and enterprises. Based on the cloud, with AI as the core, an open intelligent system that builds a three -dimensional perception, global collaboration, accurate judgment and continuous evolution. And supporting the wisdom body is the smart industry technical capabilities of the 5G, cloud, AI, and computing that Huawei is good at. The proposal of wisdom and the whole scene of wisdom is actually in -depth integration and elaboration of new infrastructure within the scope of Huawei.

Dr. Zhou Hong, Dean of Huawei Strategic Research Institute, said at the 2022 Huawei Analyst Conference that facing the future, Huawei believes that information technology will increase at a rate of more than ten years, and digitalization will promote accelerated development of people and society. Driven by 100 times the development of ten years, many of the existing theoretical technologies have encountered bottlenecks, and new visions and directions need to be trapped and breakthrough. Huawei has been continuously innovating in the past 30 years; now, Huawei is currently restructuring competitiveness through systemic innovation to accelerate the development of digitalization and low carbonization. The two major trends in digitalization and low -carbonization are new green infrastructure.

Create the right to speak with strength

The opportunity of new infrastructure is not in the infrastructure itself, but from the digital and intelligent upgrades and the superposition of economic and social transformation needs, which is a combination of time and potential. However, the gunfire has not sounded, and the major giants have already entered the new infrastructure, arranged to form out, and seize the opportunity.

Recently, Ali upgraded Alipay into an open platform for digital life. Hu Xiaoming, CEO of Ali Ant Financial, bluntly stated that this move is to create a new infrastructure of digitalization of the service industry.

And Tencent is also the first -line layout of the Industrial Internet. So far, Tencent's digital blueprints spread out in the fields of 5G, big data, industrial Internet, artificial intelligence and other fields have first seen the scale.

Huawei's leading advantages of 5G base station technology, combined with cloud AI, IoT, and optical communication technologies to comprehensively expand the new infrastructure roads in mobile communication.

At the same time, international giants have already entered the game. Well -known manufacturers such as Google and Samsung have not stopped the steps of digital exploration such as "cloud, 5G, AI, big data".

Compared with the "old infrastructure", the new infrastructure is a digital dynamic construction. Although the concept is new, the large manufacturers have long running around the track. According to iResearch, the scale of the cloud market will expand to 494.4 billion yuan in 2023. And with the country's attention to new infrastructure, Yun has also become a must -have for Internet factories.

At present, in addition to Ali and Tencent's establishment of clouds, Huawei and Xiaomi also have their own clouds. But the service ecology corresponding to each cloud is not the same.

The core of Xiaomi and Huawei's own business is mobile communication hardware, mainly mobile communication, which leads to its cloud service more inclined to personal services. Unlike the previous two, the services of Alibaba Cloud and Tencent Cloud are more inclined to the service industry and industrial field. Alibaba Cloud's local service ecology mainly builds online systems such as smart stores to help enterprises achieve online growth. And during the epidemic, the Alipay health code implemented by many cities across the country, as well as big data services to assist companies to complete the resumption of work, was based on Alibaba Cloud.

Tencent Cloud's focus is to provide solutions for industry. Qiu Yuepeng, President of Tencent Cloud, believes: "Industrial intelligence development is the direction of China's industrial transformation and upgrading."

Tencent Cloud stands behind Foxconn Industrial Internet. Through the cooperation with Tencent Cloud, in the short cycle of Foxconn, from the IT infrastructure to the construction of the platform, from ecological construction to investment operations.

Traditional industries are large -scale standardized production, forming a stable output B2C model. However, in the Internet era, the mainstream is the C2B model that emphasizes production from a customer perspective and meets customer personalization needs.

In addition, it is worth mentioning that Tencent Cloud+IoT, which is positioned as builders of the full -link IoT infrastructure, the ability to build the Internet of Things -pipe -edge -cloud, provides infrastructure capabilities for enterprises to realize digitalization, reduce development of development, reduce development Threshold and complexity.

In various areas of new infrastructure, 5G should be the most special. In a certain dimension, 5G is a channel for bridges and information that links all areas. Huawei is in the world's top in the world, with more than 6,500 essential patented people, and key technologies such as 5G standard formulation, 5G base station chip design, and blade base station equipment technology to form a closed loop.

5G base station technology is like a highway. Internet companies combine other digital technologies and applications are physical scenes located on highways. On March 10, 2020, Aridham announced the establishment of an XG laboratory to officially enter the 5G business. This is the trend of the times, but it has also officially opened a comprehensive competition for digital new infrastructure.

Compared with Huawei's base station strength and Ali's new departure, Tencent is the earliest domestic enterprise to lay out 5G ecology in China. Tencent's future network laboratory is the first 5G technology and application research team in China's Internet company, and has established the first 5G commercial experimental network global Internet company.

It is undeniable that the leading 5G technology in China has made China the birthplace of the fourth industrial revolution. Under the trend of new infrastructure, China 5G technology has also won a new opportunity. In the formulation of 5G's international standardization rules, Chinese companies have a great right to speak.

("Well -off" · China Well -off Exclusive Draft)

This article was published in "Well -off" in late July 2022

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