2001-05-26 09:24:24 Has 20 people to read Leave a comment
Recently, the IT industry is a bit of a downturn, starting with Lucent, layoffs of the wind has been Motorola, Ericsson, Philips and other global IT gold medal enterprises, only in March this year, the world's largest chip maker Intel decided to layoff 5,000 employees, accounting for 6% of the company's total workforce; the world's largest network router manufacturer Cisco laid off 11%; the world's second-largest cell phone manufacturer Motorola laid off 7,000 people, so that the total number of layoffs since December last year to reach 12,000 people; the world's largest personal computer manufacturer Compaq Computer Corp. will also reduce the number of employees by 5,000, accounting for 7% of the total number of companies ....... So far, in addition to International Business Machines Corporation (IBM), Microsoft Corp. and Sun Microsystems Inc. and a few other companies, major U.S. high-tech companies have announced their own layoff plans. In an instant, IT people are on edge, talking about layoffs.
The successive layoffs by global IT companies are actually benign on a deeper level. It is like a person's metabolism, the peeling off of dead skin, the injection of fresh blood in order to have more and more youthful vigor. The same is true for business. High-tech companies this round of benign layoffs, can be said to be conducive to the in-depth development of the new economy, to help the high-tech industry, "improve the bad body", squeeze out the "bubble" component, conducive to the industry towards a sound, sustainable direction.
IT this piece, in China, than the scale of the DOTCOM hundred times larger than the current output value, profits and taxes or sales, have become China's 40 industries in the first major industry, IT has become a climate. The world's leading venture capital firms, such as Softbank, Advent International, Merrill Lynch, Goldman Sachs, Morgan Stanley, Nokia Ventures, WI Harper, Microsoft, etc. and China's information technology industry elite that the future of China's IT industry, there are seven major money-making model:
CDMA: Impact Mobile Communications Winning record
CDMA, meaning Code Division Multiple Access technology, is an advanced wireless spread spectrum communication technology that has emerged in recent years. It is developing rapidly, the current global user has exceeded 50 million, China has also opened in Beijing, Shanghai and other cities of the CDMA telephone network. CDMA technology, although late in the world, but because of the unique features of the technology, in North America, South America and South Korea has been widely used. These technical advantages are mainly manifested in the characteristics of high spectrum utilization, large capacity, wide coverage, etc., which can substantially reduce investment and lower operating costs, and are y favored by operators. In addition, CDMA cell phones have low transmitter power and the reputation of being a green phone, which makes them even more appealing to users when people are generally worried about the impact of electromagnetic radiation from cell phones on their health.
At present, the vast majority of users in China are using GSM phones, the number of users of China's GSM network is up to 60 million, while the number of users of the CDMA network is only 200,000, therefore, opening up the market to accelerate the construction of the CDMA network, whether it is for the domestic equipment manufacturers or operators, is a once-in-a-lifetime opportunity.
In February of this year, China Unicom's work conference, the company's chairman Yang Xianzu said that in October of this year, China Unicom will spend 15 billion yuan to build more than 200 important cities across the country, the network size of 13.3 million CDMA network, and make it the world's largest and best CDMA network. Unicom expects that in the next five years, the company will thus realize a cumulative revenue of 400-450 billion!
Broadband: Unleashing the Potential for Geometric Profit Growth
People hope that one day they will be able to fulfill the two major needs of checking out information on the Internet and watching entertainment programs on a single line, and be able to pick and choose and switch between the two at will, and have a large capacity of demand in terms of content, more room for choices, and faster access speeds. The developing broadband technology will fulfill the mission of this consumer demand. In particular, the further development and implementation of broadband technology, it will change the current pattern and way of the Internet and cable television, that is to say, broadband technology will bring unlimited business opportunities.
According to industry analysts, there are two major advantages of wired broadband Internet: bandwidth is superior to the telecommunications network; the business scope is much larger than the telecommunications network. Therefore, wired broadband Internet service business has a wide range of market prospects.
The attractive profit model of cable broadband Internet is shown in the fact that cable broadband Internet service providers can charge users according to the charging mode of cable TV, and after the number of users reaches a certain number, it can also become a super network media, obtaining a high advertising revenue, while the service content providers can participate in the share, and the service equipment providers can obtain revenue through the sale of equipment.
Traditional enterprises online: bigger e-commerce cake
In February of this year, the "Asia-Pacific Economic Cooperation (APEC) e-commerce and paperless trade senior seminar", China's Ministry of Information Industry Minister Wu Jichuan talked about the next ten years of China's information technology industry development strategy and the main policy measures, which says "We should focus on transforming traditional industries and comprehensively promote the construction of information networking". This development strategy indicates that in the next few years, China will comprehensively promote the application of information technology and network technology in all fields of the economy and society through a series of projects such as government access to the Internet, enterprise access to the Internet, and family access to the Internet. Strengthen the development and utilization of information resources, encourage the development of various types of public **** database, resources **** enjoy; promote economic operation, macro management and public **** affairs sector information application system development; strengthen the information technology transformation of traditional industries to promote the optimization and upgrading of industries, such as the active development of e-commerce and tele-education, tele-medicine, and various types of information services to increase the urban and rural residents of the Internet penetration rate.
It can be seen that the IT company technical support traditional enterprises to go online and promote the development of e-commerce with each other, is the policy required, is the market needs.
Software development and export: national focus
According to Beijing Customs statistics, last year, Beijing's software exports amounted to 34.17 million U.S. dollars. About two-thirds of the total value of the country's software exports, and at an average annual rate of 27% steady growth. According to IDC's forecast, the Asia-Pacific region (excluding Japan) suite of software market will grow by an average of 23.2% per year, and in 2004 will reach 16.4 billion U.S. dollars. This year, China's software market sales are expected to be about 31.5 billion yuan, compared with 2000, an increase of 34%, the software market accounted for the proportion of the IT market will continue to increase from 11.3% in 2000 to 12.1%.
China's software industry will face an unprecedented development trend, providing excellent development opportunities for the IT industry, including the software industry.
The development of the software industry is not empty talk. State-owned enterprises in the process of informatization, the popularity of home computers, the Internet and the rapid development of e-commerce and other macro status quo for all kinds of commercial, home consumption software to open up the market, providing a broad prospect for development. During the period of "Tenth Five-Year Plan", the general idea of China's information industry development plan is "three revitalization and one promotion", that is, revitalization of communication industry, revitalization of manufacturing industry, revitalization of software industry, and promotion of the informatization of the economy and social services, which also indicates that China's government and relevant departments have taken the development of software industry as a matter of national economic and social development. The development of the software industry as a strategic industry related to national economic and social development.
Make "core" profit: semiconductor industry outlook is promising
China has recently promulgated a policy to encourage the development of integrated circuit industry, Shanghai, Beijing, Shenzhen and other places are pressing to step up the construction of new integrated circuit production lines, it is estimated that in the next two to three years, there will be 6-8 production lines put into production, increasing sales. It is estimated that in the next two to three years, there will be 6-8 production lines put into operation, and the increase in sales will be tens of billions of RMB.
As the world's largest producer and assembler of consumer electronic information products, China's market demand for integrated circuits has soared. According to the Ministry of Information Industry officials, China's IC production reached 4.1 billion yuan last year, sales of more than 10 billion yuan, but half of the supply of exports, the actual can only meet the domestic demand for less than one percent, and this demand is growing at a rate of about 20 percent.
It is reported that China's total annual demand for integrated circuits has reached more than 40 billion yuan, but the total amount of domestically produced chips is still less than 20% of the tens of millions of types of integrated circuits required, the actual domestic development of only 300 kinds of. And some experts predict that the market value of integrated circuits in 2000 will reach 56 billion yuan, and the market volume in the next few years is likely to maintain a 20% growth rate, market sales to maintain a 15%-20% growth. Visible, integrated circuit market is placed in front of domestic and foreign manufacturers and investors waiting to cut a piece of "cake".
IDC: Internet industry, "the new darling"
IDC, the Internet Database Center, in the network legion is located in the IT and other old and new industries, the market potential of the middle belt, known as the Internet service industry.
Looking back at the development of the entire Chinese Internet, from the first wave of Terra Nova, CenturyLink, Orient Netscape and a number of ISPs as the representative of the Internet business, to the second wave of Sina, Sohu and a large number of ICPs as the representative of the Internet business, to today's emergence of a large number of IDC companies as the representative of the Internet service providers, network infrastructure construction was brought to the center of society. To draw an analogy, IDC is actually a large number of super server rooms built around the backbone network. This is just like when someone builds a highway, then someone builds large shopping malls, supermarkets and five-star hotels next to the highway, gradually forming a city. This will have more cars for a variety of business activities to and from the city, the role of the highway can be truly reflected, so the city will have a prosperous.
According to the results of a foreign consulting firm, in 2000, China's IDC market demanded 130 million U.S. dollars, by 2005, China's IDC market will reach 700 million U.S. dollars! And China Telecom in the listing of the prospectus is also pointed out that the future core business will be ISP, IDC and IP telephony three blocks. "IDC will be a huge industry, and it will surely bring a great opportunity for China's Internet industry." More and more industry insiders can't help but sigh with emotion in the face of IDC's attractive market prospects!
Venture capital: moving to information technology
Nasdaq in the fall, the stock in the drop, last year's .com bubble less one after another, at home and abroad, all kinds of venture capitalists have begun to move away from love, adjust the direction of investment. As early as June last year, the influential Internet Capital under the venture capital fund Safeguard Scientific announced that it would no longer invest in B2B-type companies, and focus on those who can solve the problem of bandwidth network infrastructure companies; Japan's famous venture capital organization Software Bank (Softbank) also said at the same time that the future Softbank, Japan's leading venture capital organization, also said at the same time that it would focus on Nettrans companies that were transformed from traditional enterprises into Internet companies. The tendency of the world's venture capital began to shift to the information technology and telecommunications industry, information technology investment began to show its "beginning to show the front" of the attraction.