Edited by |Yu Bin
Out of |TideRise.com's Yuomi Column
Founded in 2012, Tongdun Technology, based on the AI industry, has been panning for gold in the ocean of data, and has also modeled itself after many large manufacturers by building its own AI decision-making platform and *** enjoyment of the intelligent platform, but this seemingly promising blue ocean seems to have put Tongdun into a drowning crisis. platform and **** enjoy the intelligent platform, but this seemingly promising blue sea, it seems to let the same shield technology into the crisis of drowning.
The giants are piling up, and the competitiveness of Tongdun Technology is in doubt
Artificial Intelligence, the technology of the future, is undoubtedly an excellent direction of development for many of the Internet companies based on the present, looking at the future, and based on their own huge database, the research and development of AI intelligence, they have a nearly The company has a unique advantage.
According to the "2021 Analysis of China's Artificial Intelligence Market Status and Application Trends" released by the relevant research organization, the AI industry has been developing at a high speed, and the application areas have been further expanded. And after further subdividing into the software and hardware market, it can be clearly seen that the growth in software is concentrated in customer service, finance, and education; and hardware is dominated by drones, warehousing and logistics, and intelligent robots.
In the current AI industry, the first echelon is still familiar with the 3 +1: Baidu, Tencent, Alibaba, and KU Xunfei, etc., rising stars including China Electronics Cloud, the same shield technology, to also technology companies with certain technical strength, but compared to the first echelon of the big four, there is still a small gap.
McKinsey's prediction for the future direction of the AI market is also given: around 2025, AI will become a huge market of more than $10 trillion, with a focus on the direction of development for the sinking application of AI, including but not limited to: AI + security, AI + finance, AI + medical, AI + robotics.
The same shield technology in the technical level of precipitation naturally can not be compared with the previous few big manufacturers, so it is also very clever to choose to avoid the field of cloud services, and chose another direction: set up their own AI application platform, from the three-party services to seize the market is still in its infancy, but it is a thousand counting but missed one point: the accuracy of AI by the amount of data samples decided, the AI is not a good idea, it is not a good idea, it is a good idea. The same shield technology in this point, there is not much advantage.
In addition, the same shield technology said it is currently focusing on financial risk, security, government and enterprise digitalization of the three major scenes, aimed at helping customers to prevent fraud and security risks, to accelerate the pace of digital transformation. The data in these three industries requires more stringent and thorough security protection, which is also a well-known fact, so how Tongdun Technology can ensure that their products can play out all the strength in these areas, is still an unknown.
Do not choose to go with the cloud computing, cloud services with the shield technology, if only to do three-way service, then in the future it will face a serious market situation: customers need to carry out multiple bidding and purchasing, multiple systems to match the docking, which is very different from the current mainstream trend.
Involvement in government, enterprise, financial embrace, afraid of the enemy of the root of the seedling
The same shield technology in the government solutions, financial AI intelligent platform, etc., have a relatively deep attainments, and it claims that through the data intelligence and scientific modeling, to help customers through the silver enterprise capital flows of the blockage point, pain point, breakpoints, so that credit business The company has been able to create a large scale effect by using the data intelligence and scientific modeling.
After the gradual dailyization of smart office and paperless office, people have generated the demand for mobile office. Especially in the context of the recurring epidemic, how to maintain the normal, orderly progress of work, business efficient processing, and has become a major problem for the government, enterprises, and the financial industry.
The same shield technology has given a comprehensive and thoughtful answer, whether it is cloud services or enterprise platform building, service consulting everything, but in the company's volume is not large enough stage, hastily carry out too much business will only bring more burden to the development of the enterprise.
As one of the competitors of the same shield technology to also technology, in the recent past again got 70 million dollars in financing, the next step has decided to go out of the country, to develop overseas markets. Its main product at the same time is AI intelligence, but it knows that it is very difficult to make the enterprise realize the breakthrough from zero AI to full AI. Therefore, Laiya Technology also did not go hard to do it, but rather to make their own ecosystem to do the best, so that customers to choose it.
Laiya technology this move to retreat for progress, so that it won the customer's affirmation: over the past three years, Laiya technology's revenue continued to maintain 120% of the high speed growth, can be said to be another dark horse in the industry, and its deep plowing man-machine collaboration + self-research platform, but not too much development of other businesses.
On the contrary, the same shield technology, in 2019, according to the industry disclosure: 2016-2018, the same shield operating income were 60.66 million yuan, 261 million yuan, 542 million yuan. By the end of 2018, the same shield, although both recorded accounting losses, but realized a cash profit, net operating cash flow of 76.77 million yuan, in other words, the same shield technology is still burning money.
The dilemma that Tongdun Technology needs to face is also that, as a platform that requires direct access to customers' private data, its brand reputation will allow it to win the recognition of government departments, banks, and other institutions, and after a centralized enterprise began to intervene in the market, the market's view of this type of private enterprise is likely to change.
China Electronics Cloud is China Electronics Information Industry Group integrated multi-party cloud service capabilities, specifically for the government, public **** service organizations, large groups of enterprises to build the digital economy infrastructure, behind it is a wholly state-owned enterprises, technological strength, brand reputation, the degree of trust is naturally unquestionable, and the direction of its development and the same shield technology is almost exactly the same: multi-angle, full coverage, but the The Chinese electronic cloud is more comprehensive.
China's eCloud has built a systematic product, full-stack technology and full range of operational services covering security, IaaS, PaaS, government applications, enterprise applications and other multi-dimensional aspects, and also provides public cloud services and proprietary cloud products with the ability of Xinchuang, which has the advantages of full-stack security, one cloud with multiple cores, multi-cloud convergence, and multi-domain exclusivity.
Whether it's Laiya Technology or China Electronic Cloud, their direction of development and current results have their own brand characteristics, but Tongdun Technology, up to now, has not shown its own brand tone and advantages. There is a gap with the first echelon of products, and there is not much advantage compared to competitors, only in the industry to target, is not enough to support the product to go too far.
Artificial Intelligence is still controversial, manpower is irreplaceable
Artificial Intelligence is the future development of the hot trend, which no one dares to deny, and the development of today's "Internet +" era, there are more and more industries are beginning to try to use
Artificial Intelligence
Artificial Intelligence is the most powerful tool in the world, and it's the only way to make the most of it," he said.
AI+Finance has been more widely used, both in the bank's risk control department and in the investment department. For example, the initial review of information, the automatic capture of big data, and so on. But in the medical field, the application of artificial intelligence has been subject to some controversy, which is also a major problem that Tongdun Technology has to face.
AI intelligent intervention in the medical industry, in fact, is limited to the front end. That is, the initial screening of diseases and the diagnosis of some common diseases, but because of the existence of individual differences, even with 1.4 billion people's health data as a base reference, some rare diseases, there will still be a problem of missed diagnosis.
In recent years, the application of artificial intelligence in the field of endoscopy is more common. Gastroenteroscopy as the gold standard for gastrointestinal diagnosis and treatment is increasingly being emphasized. And experts give the advice that people over 40 years old are recommended to have a checkup once a year. Along with the east wind of primary care reform and optimization, Endoscopy Wizard, which uses AI intelligence to help doctors carry out endoscopic diagnosis and treatment, came into being.
Up to now, this product can only help doctors identify the parts of the endoscope to reach, as well as assist in prompting some of the more obvious lesions, and still can not directly help the doctor to confirm the diagnosis, which for some of the seniority of the endoscopy operator is still shallow really help, but for the top hospitals, it is not enough to see.
Trying to develop AI intelligence in the medical field is not much, the same shield technology for this is bound to do enough market research, but sometimes want to find another way, but it is not an easy task. AI financial, AI security companies are countless, but only a few do AI medical field, the release of the signal may not be as optimistic as the same shield technology envisioned.
AI intelligence is undeniably a promising industry, but to this day, even if many developed countries have extremely advanced AI intelligence technology, in some areas, they still believe in the power of people, rather than believe a bunch of cold numbers. This is the bottleneck that the AI industry can't break through.
Conclusion
If the AI industry is compared to a pyramid, then an open and comprehensive ecosystem is the cornerstone of the industry, but it is a long-term strategic goal, and the benefits it can bring are the highest; and the clichéd industry technology is the second layer, which is one of the bases of the product's competitiveness; the top of the pyramid is a complete set of industry technology. The top of the pyramid is a complete set of industry solutions, one-stop solution to customer problems, which is also the key to business revenue.
The same shield technology pyramid, seems to be the opposite, first from the top to start down the development, and then slowly build their own solid base, but it did not foresee in advance, now AI financial, AI security and AI solutions competitors, just like springing up, with the shield technology is still a good competitiveness, but the future of the way to go, or need to be carefully considered!