Editor's Note It's the end of another year.
Looking back on 2022, which is about to pass, we have gone through a very unusual journey.
This edition starts from this issue to launch a series of year-end industry review reports, to sort out the hot spots of the year, directly hit the development focus, and record the growth footprint towards high-quality development, so stay tuned.
The Ministry of Industry and Information Technology recently released data showing that from January to October 2022, the business revenue of my country's software and information technology service industry (hereinafter referred to as the software industry) was 8,421.4 billion yuan, a year-on-year increase of 10%, and the growth rate increased by 0.2 percentage points compared with the previous three quarters; the software industry The total profit was 1,004.7 billion yuan, a year-on-year increase of 4.5%, and the growth rate was 1.8 percentage points higher than that of the first three quarters, showing a stable and positive operating trend.
From the breakdown of data, my country's industrial software products and information technology service revenue maintained rapid growth, with the central region leading the way.
Experts believe that in 2022, my country's software industry has withstood repeated tests of the epidemic and the complex international environment, and still maintains its development resilience and potential. It is expected to maintain double-digit growth throughout the year and become a new driving force for my country's economic growth and industrial transformation and upgrading.
The market size continues to expand
Judging from the data of the software industry in the previous October, the biggest bright spot is that the revenue of industrial software products has maintained a double-digit rapid growth. The data from January to October 2022 shows that the revenue of my country's industrial software products is 186.1 billion yuan, a year-on-year increase of 12.8%, higher than The industry-wide level is 2.8 percentage points.
Yang Wanyun, Director of the Software Industry Research Office of China Electronics and Information Industry Development Research Institute, said that with the accelerated development of my country's manufacturing industry towards digitalization and intelligence, the scale of the industrial software market continues to expand, and the proportion of the scale of the industrial software industry in the software industry is generally on the rise. , From January to October 2022, industrial software products accounted for 9% of software product revenue, up from 8.5% in the same period in 2020.
At the same time, major innovation breakthroughs have also been achieved in the field of industrial software.
As my country's industrial software development policy starts to exert force, the supply of industrial software core products, industry iterative application and market satisfaction rate have become the focus. Production control software gradually stands out in specific industries and specific segmented software industries. Industrial embedded software relies on The integration and development of the new generation of information technology industry has a strong momentum, and the core technology of R&D and design software is gradually breaking through and commercialized.
In recent years, through solid promotion of key core technology research, continuous promotion of industrial software applications, accelerated cultivation of industrial software leading enterprises, and construction of a good industrial ecology, the scale of my country's industrial software market has grown steadily, the supply capacity has been effectively improved, and the development environment has been continuously optimized. Digital transformation provides strong support.
The national industrial software product revenue will increase from 172 billion yuan in 2019 to 241.4 billion yuan in 2021, with an average annual compound growth rate of 18.5%.
Industrial software has always been the focus and difficulty in the development of the software industry, and it is also the core of promoting the high-quality development of intelligent manufacturing.
"In the past, the high-end industrial software market in my country was monopolized by foreign manufacturers for a long time. In recent years, the state has introduced policies to support the high-quality development of industrial software, and the investment and financing of the industrial software track has become increasingly active. A number of excellent new industrial software products have emerged in fields such as operation and maintenance services, which has promoted the growth of industrial software product revenue." said Zhao Gang, dean of Saizhi Industry Research Institute.
Wang Jianwei, deputy director of the Information Technology Development Department of the Ministry of Industry and Information Technology, said that they will make concerted efforts in application promotion, product research, and ecological construction to promote the high-quality development of industrial software.
Firmly grasp the "nittle nose" of software application, innovate systems and mechanisms, and increase application promotion.
At the same time, insist on building a good ecology, give full play to the role of open source foundations, and incubate a number of industrial software open source projects.
And relying on the construction of characteristic and exemplary software colleges, strengthen the training of industrial software talents.
Cultivating an open source ecosystem is a key measure to promote the high-quality development of industrial software.
At present, open source has gradually become an important model for software technology innovation and collaborative development by gathering wisdom and strengths, accelerating iterative software upgrades, promoting collaborative innovation between production and use, and promoting the improvement of industrial ecology.
Especially in the era of the digital economy, open source is showing a vigorous trend of comprehensive expansion into various fields of information technology, bringing important opportunities for the high-quality development of the software-enabled economy.
On November 30, 2021, the "14th Five-Year" Software and Information Technology Service Industry Development Plan issued by the Ministry of Industry and Information Technology proposed that the domestic open source ecology should be prospered, key open source projects should be promoted, and excellent open source communities should be created.
Driven by the first open-source foundation in China—the Open Atom Open Source Foundation, a number of open-source projects such as Hongmeng and Euler accelerated their incubation and opening up, promoted the development of open-source code hosting platforms, and optimized and expanded the open-source community, such as the number of users in the Euler open-source community It has more than 600,000 people and more than 380 cooperative units.
"We will continue to support the Open Source Foundation to accelerate the improvement of its operation level, deploy open source projects in key software fields, optimize open source communities, popularize open source culture, gather outstanding open source talents, improve open source related governance rules, and accelerate the prosperity of the domestic open source ecology." Wang Jianwei said.
The service mode continues to upgrade
The data shows that since 2022, my country's information technology service revenue has maintained rapid growth, indicating that the industrial structure of my country's software industry has been further optimized, reflecting that the transformation and upgrading of the information technology service industry has achieved remarkable results.
From January to October 2022, the revenue of information technology services was 5,458.3 billion yuan, a year-on-year increase of 10.1%, the same as the growth rate in the first three quarters, accounting for 64.8% of the industry's revenue.
Among them, cloud computing and big data services achieved a total revenue of 823.4 billion yuan, a year-on-year increase of 7.7%, accounting for 15.1% of information technology service revenue; integrated circuit design revenue was 228.6 billion yuan, a year-on-year increase of 13%; e-commerce platform technology service revenue was 8386 billion, a year-on-year increase of 16.5%.
"Currently, cloud computing and big data services have the advantages of resource sharing, economies of scale, and low service costs. At the same time, affected by factors such as the epidemic, cloud computing and big data services are also widely used by users such as online office, online education, and video conferencing. It has gradually become the mainstream computing model in the digital economy era. In 2022, the revenue of cloud computing and big data services in the first 10 months has exceeded the revenue of the whole year of 2021." Zhao Gang said.
Yang Wanyun believes that my country's software-as-a-service evolution continues to deepen, which is reflected in two aspects.
First, data has become an important service resource.
The explosive growth of data promotes the rapid development of data services, and data service products around data generation, collection, processing, and evaluation continue to emerge. Scientific, reasonable, and effective use of data has become the key to the further development of information technology services.
Second, software cloudification has become a deterministic trend.
With the deepening of digital transformation and the vigorous development of information infrastructure, software has changed from product-based services to cloud-based services. The epidemic has further stimulated the activity of online activities. On the one hand, cloud computing has changed software architecture and operation. The way to improve software development and service efficiency; on the other hand, the cloud platform promotes the formation of a software innovation model that gathers resources, participates in multiple parties, and collaborates efficiently.
The software-as-a-service model is of great significance to the digital transformation of small and medium-sized enterprises.
Zhou Hongyi, founder of 360 Group, said that many small, medium and micro enterprises in my country are facing the five dilemmas of no money, no one, no technology, no effect, and no guarantee on the road to digital transformation.
The development and use of traditional enterprise-level IT systems by traditional large enterprises not only costs a lot of money, but also requires professional training, employee maintenance, and the transformation of corresponding internal processes. I can't afford it."
"Compared to enterprise-level IT systems and IaaS (Infrastructure as a Service) and PaaS (Platform as a Service) cloud services, SaaS (Software as a Service) is the best choice for small, medium and micro enterprises to achieve digital transformation. The essence of SaaS is business hosting, It has five advantages of low delivery threshold, low configuration requirements, low technical difficulty, low operation difficulty, and low cost of use. It can perfectly adapt to the needs of small, medium and micro enterprises, and provide small, medium and micro enterprises with digital services of "check-in" style. Especially SaaS The charging model is flexible, the basic functions are generally free, and the pay-as-you-go or subscription model is adopted, which can solve the problem of tight funds for small, medium and micro enterprises." Zhou Hongyi said.
According to reports, in the middle of 2022, 360 will test the SaaS strategy and launch the digital security SaaS service "360 Enterprise Security Cloud", which will open various basic security functions such as equipment security and data security to small, medium and micro enterprises for free. Nearly one million small, medium and micro enterprise users.
In November, 360 launched a SaaS store again, transforming from a service provider to a builder of the SaaS ecosystem, providing one-stop digital transformation services for small, medium and micro enterprises.
Software definition has become the main line of development
Software definition has become the main growth line of the software industry.
Software is gradually integrated into products and business processes, and integrated into various industries, and based on the virtualization and pooling of hardware resources, it plays a leading role in product evolution, business innovation, and industry transformation.
Currently, software is "defining" and enriching new functions of hardware terminals such as mobile phones, automobiles, factories, and homes.
In 2022, software-defined innovations will mainly come from key areas of the digital transformation of life and production in our country.
"For example, domestic intelligent driving operating system software is becoming a new engine driving various self-driving cars. Industrial Internet, industrial software, industrial digital twins, etc. are redefining factories, and intelligent Internet of Things operating system software is defining smart homes for the whole house. Create a new consumption experience and lifestyle." Zhao Gang said.
Building one's own software ecological platform has become a standard configuration for mainstream terminal manufacturers.
For example, OPPO continues to optimize the software ecological platform with the self-developed operating system ColorOS as the core, and builds a ubiquitous service ecosystem.
As of early 2022, ColorOS has more than 500 million monthly active users worldwide.
Among them, as the "soft chip" of ColorOS, the smart cross-terminal system Pantanal is the software base for OPPO to realize the integration of all things. Through the integrated computing and ubiquitous service capabilities of terminal-cloud collaboration, it realizes people-centered cross-device, Cross-system coherent services create a new experience for users with unbounded devices and direct services, and help developers reduce development thresholds and costs, and help the prosperity and development of the digital industrial ecology.
Mobile phone manufacturers build their own software ecological platforms not only to better define mobile phones, but also to build their own core competitiveness.
"As the mobile phone hardware industry chain is becoming more mature, creating an operating system-based software ecosystem has become the focus of mobile phone manufacturers." Yang Wanyun analyzed that the operating system, as a basic software, has irreplaceable strategic value, and users are extremely sticky and eco-friendly. The construction cost is high, and the first-mover monopoly advantage is huge.
Over the years, most of my country's mobile operating systems have been monopolized by foreign brands.
With the advent of the era of the Internet of Everything, a new track is about to open, and the integration of hardware and software, content and terminals, applications and services is accelerating, and market competition has developed from a single product competition to an industrial chain competition based on a platform system. , The industrial ecosystem formed around the mainstream software platform system will dominate the market competition.
Not only the mobile operating system, but since 2022, my country's basic software products as a whole have been steadily moving towards the industry-leading level, and the "usability" and "ease of use" of the products have been significantly improved. New highs, innovative achievements such as embedded operating systems and distributed cloud databases continue to emerge, and the performance and market influence of basic software products have further improved.
Looking forward to 2023, Yang Wanyun believes that with the deep adjustment of the digital economy and the continuous release of digital demand, the software industry is expected to accelerate the pace of digital industry development with steady growth as the general tone, redefine the core competitiveness and value sources of the real economy, and Under the complex external situation, we will further build a strong support for manufacturing power, network power, and digital China.
"In 2023, the development of the software industry will show trends such as cloud service, intelligence, and software automation. The proportion of cloud computing and big data services in information technology services will further expand, and the proportion of public clouds will also further increase; software defines everything , will realize the digitalization, networking and intelligence of all things, and promote the digital and intelligent transformation of the whole society; AI software algorithms will continuously improve the learning ability, automatically generate digital content, and automatically build metaverse scenes, thereby improving the efficiency of software algorithms. Improve software automation production capacity and service efficiency." Zhao Gang said.
Huang Xin (Source: Economic Daily)