Industrial Internet is different from consumer Internet, is based on big data, cloud computing, artificial intelligence and other new generation of technology, the use of Internet thinking to effectively open up the production process, the establishment of the supply side and demand side of the interconnection, to achieve rapid response and coordination of production. Industrial Internet currently has a certain industrial foundation and environmental foundation, but compared with the United States and other developed countries, China's business services industry is underdeveloped, industrial Internet still has more room for development.
Industrial Internet is the inevitable process brought about by the depletion of the flow dividend, and is also the way for the Internet industry to shift from the attention economy to the value economy. The complexity of the production process, the chain is long, the industrial Internet can give rise to a large number of node-type service enterprises, resulting in new opportunities for value. Industrial Internet is not a simple "technology +" building block conceptual innovation, but the technology in the industrial application of the manifestation of the form, its fundamental significance lies in the form of industrial and organizational ways to break the reshaping.
The combination of industrial Internet and the seven major industries of finance, manufacturing, logistics, retail, entertainment, education, and healthcare reveals completely different application characteristics. Finance, with its dual attributes of capital flow and information flow, can be an entry point for other industries to establish connections; manufacturing and logistics, as traditional pillar industries, the establishment of new information connections is of great significance to industrial upgrading and cost optimization; the retail industry, driven by the consumer Internet, is penetrating the upstream to form a more effective circulation chain; the recreation and entertainment, education, and healthcare industries are also experiencing changes in the Internet of industry, but the core links of the industry are not standardized to a greater extent than the industry. However, the non-standardization of the core links of the industry is relatively high, and the upstream and downstream value signals of the industry are still difficult to pass.
Avery believes that the industrial upgrading brought about by the industrial Internet is the process of productizing and exporting the original competitive barriers for industry service providers. For industry practitioners, it is necessary to start from their own advantageous areas, the formation of IT, industry, the Internet's comprehensive capabilities, the service will be productized output.
Overview of Industrial Internet: Returning to the Connected Nature of the Network
The Concept of Industrial Internet
The transformation and remodeling of the traditional industry segments and the construction of a new type of collaborative network
Industrial Internet is a new way for the industry to connect to the Internet. The process of penetration of Internet connectivity from the consumer side to the industrial side is based on the penetration of new-generation technologies such as big data, cloud computing, artificial intelligence and other new-generation technologies into the various links of the traditional industrial chain and remodeling, to effectively open up the production process, to establish a mutual connection between the supply side and the demand side, and to realize the rapid response of the production and synergy.
The Industrial Internet is a breakthrough from the traditional mode of linear information transmission and passive resource scheduling plan of the participating industrial subjects, breaking down the information barriers between industrial subjects, building new supply relationships, and eventually developing towards distributed and decentralized thinking. Under the role of the industrial Internet, the resources and information between the industry participating in the subject of rapid interaction, response, and ultimately will reorganize the industrial network and the formation of the value of the ecosystem.
Industrial Internet vs Consumer Internet
Industrial Internet and Consumer Internet converge to return to the essence of connectivity
Avery believes that Industrial Internet and Consumer Internet are not two separate and independent concepts. On the contrary, the industrial Internet is based on the consumer Internet, the production side and the consumer side of the connection chain of the complementary and reconstruction, and ultimately through the integration of the connection, so that production signals, demand signals, price signals can be effectively transmitted, the capital and goods to achieve the most efficient flow.
Industrial Internet features: breaking and reshaping the logic of value
Passive transformation under the disappearance of the traffic dividend
Industrial Internet drives the Internet service from the "horse-riding" to the "fine-tuning". "
Although the emergence and development of the industrial Internet is the inevitable result of the maturation of technology and business forms, the disappearance of the C-suite traffic dividend has played an important role in the rapid development of the industrial Internet.
Industrial Internet is a reasonable path for Internet giants to penetrate upwards
In the era of consumer Internet, Internet giants such as Ali and Meituan have taken the consumer side as an entry point, supported by technology, and taken the platform as a carrier to establish a brand new industry infrastructure. Based on this, Internet technology giants are able to penetrate upwards along the industry supply chain, complete the empowering integration of the supply side, and realize business synergy and production chain extension. Compared with other industries, industries with such "super integrators" have a closer connection between production and consumption, and a faster integration of industrial Internet and consumer Internet. The improvement and change of the production side also brings great ecological effect to these integrators.
Decentralization and reconstruction to create new value in the industry chain
Industrial Internet promotes the decentralization of the industry chain and reconstructs new centers
Consumer Internet is based on the economy of traffic and attention, with a shorter chain of production, a simple relationship between supply and demand, and a marginal cost of service that is almost zero. Avery believes that the complexity, diversity and specialization of the production network determines that it is difficult for a global monopoly oligopoly to emerge in the field of industrial Internet. At the same time, the establishment of the production network will form multiple connected key nodes, giving rise to new node-type value centers.
As the industrial era rotates, the Industrial Internet changes the large-scale industrialized production model
Since the beginning of the Industrial Revolution era, the refined division of labor and large-scale production based on the assembly line has spread to almost all industries, forming a supply and demand model of production-inventory-marketing-consumption driven by the supply side. The long cycle, high inventory, and lack of individuality that characterize this mass production are increasingly difficult to meet the current rapidly changing and diverse economic needs. The Industrial Internet brings new changes to the production-consumption model that has been formed since the Industrial Revolution, and promotes the integration and innovation of the entire industrial chain by opening up the two-way connection between the supply side and the demand side, and by forming a fast feedback mechanism that allows for a high degree of interaction between the demand and the supply side.
Enabling digital transformation of the industry chain and link reshaping
No longer using conceptual innovation as a selling point, but reorganizing the upstream and downstream core links is the fundamental purpose
While the development of the industrial Internet relies on core technologies, such as Big Data, Cloud Computing, Artificial Intelligence, and Internet of Things, the development of commercialization of the technology is continuously accelerated, and the development of the commercialization of the technology is continuously improved. The core technology, constantly accelerating the commercialization process of technology development and seek more technology can be landed on the actual application of the scene, but the industrial Internet is by no means a simple "technology +" building block conceptual innovation, the fundamental significance of its online, digital basis, transformation of industrial form and organization, optimization of business production, operation, financing model
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Specifically, the core links of R&D, design, manufacturing, content creation, sales and collaborative management in the production chain can all be transformed into objects of the industrial Internet through technological penetration. New technology scenarios, platforms, management concepts, and other elements also need to be integrated into the new mesh relationship shaped by the industrial Internet to realize the application of the ground.
After the development of technological integration, the industrial form of the image
Find diversified application scenarios and organizational methods for the landing of emerging technologies
In recent years, the trend of industrialization of new technologies in the current round of the smart revolution has been obvious, and the various types of emerging technologies have been constantly changing as they are developing and iterating. In recent years, there has been a clear trend of industrialization and proliferation of new technologies in this round of smart revolution, and various emerging technologies have been developing on their own while accelerating the integration and promoting the continuous increase in the scale of software and information service industry. Among them, the Internet of Things/sensor technology can effectively connect the physical world with the digital world, mobile computing and mobile Internet technology make intelligent terminals become the peripheral nerves of the industrial Internet, cloud computing endows the industrial Internet with sufficient arithmetic support and resource **** enjoyment mechanism, big data can store, analyze and visualize the massive data generated in the course of the operation of the industrial Internet, and artificial intelligence helps to The establishment of expert systems, human-computer interaction and business decision-making process, 5G improves communication transmission efficiency and accelerates the fission generation of new production organization, and the traceability and trust mechanism constructed by blockchain can provide a guarantee for the security of the industrial Internet. ...... The good inclusiveness of the industrial Internet can provide the experimental soil for the scenario application and integration test of various technologies to test the industrial Internet.
The Internet of Things is a great way to make sure that you have the right tools for the right job.
The integration of technologies to a specific stage can give rise to the diversification of industrial Internet forms
With the gradual deepening of the intelligence revolution, emerging technologies are also accelerating the integration of their own development iterations to promote the development of real economic modes and commercial innovation. Avery believes that the industrial Internet to achieve interconnectivity, cross-border reshaping as the main goal, big data, artificial intelligence, blockchain, cloud computing, the Internet of Things / sensors, 5G and other technology carriers are fully integrated, with the help of the industrial Internet integrated platform to accelerate the penetration of the traditional industry iterative process, the feasibility of the test scenarios and validate the commercial value of at the same time, but also the development of the interconnection of the diffusion of external stimulation. The development characteristics of industrial Internet form are also developed, such as interconnection, diffusion and external stimulation. In the future, the various participants of the Industrial Internet will continue to add various types of emerging technologies, and the form and characteristics of the Industrial Internet will become more and more diversified, giving rise to greater commercial imagination.
Industrial Internet applications: reconstruction of the path of value signals
Finance: double entry of capital financing and information flow
Finance is a better entry point to industrial Internet service system
It is the most important thing that we have to do in the future, and it's the most important thing that we have to do in the future. Avery believes that the relationship between modern financial services and the production, transmission and use of information is becoming increasingly close, and the degree of "financialization" of economic activities has deepened, with financial resources and information becoming more and more essential elements of production activities. In the context of the Industrial Internet, the efficient flow of capital and the rapid connection of information have a natural correlation, for the digital, information services are difficult to enter the industry and the field, the financial tools may be more effective than the information platform of the Industrial Internet connection means.
Financial service providers have a certain advantage in extending SaaS services upwards
For traditional industries that lack data and information, it is difficult for the industrial Internet to realize connection through the way of information access, and financial service providers themselves have an advantage in the industry chain, which is a powerful promoter of such industries to realize connection. Financial service providers can extend the packaged services of data+technology+capital upward through "payment first". Avery believes that the nature of financial institutions in the industrial Internet may change, and the content of financial services will be richer, and financial service providers can become SaaS-like service providers of integrated service roles, and may also form a whole ecosystem like SaaS service providers.
Manufacturing: the continuing convergence of production delivery and deep services
Production collaboration networks enable Manufacturing as a Service (MaaS)
Manufacturingas a Service is the product of manufacturers*** using the same production infrastructure networks. ** with the use of a network of production infrastructures. In the form of realization, MaaS is the prototype of producers *** enjoy manufacturing equipment (financial leasing) and manufacturing capacity (foundry), as well as consumers instantly through the 3D printing technology to create products (*** enjoy 3D printing) to reduce costs to achieve flexible and rapid production. With the increased organizational capacity and flexibility of the production network, countries such as Europe and the United States have gradually formed a professional MaaS platform to provide instant production services for non-cyclical flexible orders.
MaaS: Industrial Manufacturing Prioritizes Discrete Manufacturing with a High Degree of Decentralization
Industrial Manufacturing can be divided into Process Manufacturing and Discrete Manufacturing based on the mode of production, where Discrete Manufacturing can be divided into Heavy Discrete Manufacturing and Light Discrete Manufacturing based on the scale of production and the degree of decentralization. At present, China has emerged MaaS service providers, such as business help, cloud factory, etc., mainly in the light discrete manufacturing industry. Heavy discrete manufacturing and process manufacturing industries, due to the concentration of production capacity, small fluctuations in demand, the production process is difficult to split, industrial interconnectivity is still in the industrial Internet as the representative of the information connectivity stage, has not yet appeared in the mature MaaS service providers. Avery believes that due to these industrial characteristics, the development of MaaS in the field of industrial manufacturing needs to combine the flow of information with capital, equipment and other factors of production, to form a production cooperation network centered on factors of production (rather than pure information).
Logistics: A New Generation of Service Providers to Accelerate Multi-link Friction
Creating a Digital Supply Chain Ecosystem to Realize the Ideal of the Flywheel Effect
The traditional logistic system is mainly based on the role of the support system. With the rapid decline in 5G technology and IoT sensor costs, IoT is gradually popularized in end-to-end supply chain usage scenarios, realizing the interconnection of people, equipment, vehicles and goods in logistics scenarios. This will enable the industry as a whole to achieve the ideal of the "flywheel effect".
High transformation costs are the main bottleneck in the slow advancement of instant data connectivity
Competition between logistics companies is fierce, and users are more sensitive to logistics costs, which requires logistics companies to carry out refined cost management, and to improve their own competitiveness in the market and their ability to achieve sustainable development from the point of view of reducing costs and increasing efficiency. At present, the logistics industry has a large stock of freight, involving many links, complex processes, the overall improvement of the industry's supply chain needs to match the cargos and cargoes, process visualization, supply can be dispatched, etc., for most of the demand side is not a necessary condition, and at the same time, it involves a large-scale increase in fixed and variable costs, which greatly erodes short-term profits, which is the main reason for affecting the process of logistics industry industry industry interconnectivity. Avery believes that the limitation of transformation costs means that the realization of the industrial Internet ecosystem in the logistics industry is bound to be gradual, driven by the continuous improvement of the competitive barriers of enterprises and the continuous reduction of technology costs.
Retail: rebirth driven by consumer Internet
Industrial Internet breaks the traditional retail supply chain circulation relationship
Ai Rui believes that the next stage of the development of industrial Internet+retail will be focused on the intermediary circulation link and the reconstruction of B2B relationship network. The traditional retail supply chain bar presents a linear state, the exchange of information between the various participants in turn, through the multi-level distributor network to achieve the value and supply and demand signal transmission, the transmission efficiency is low, the demand for information back to the road is not smooth. The data network and supply chain infrastructure brought about by the consumer Internet has the potential to re-establish the direct link between decentralized retailers and suppliers, forming a simple and efficient connection pathway.
Entertainment: The process of integrating the value chain is far from complete
Content platforms enable consumers to become producers at the same time, and to participate in the process of superimposing value
In the entertainment industry, the diversification of channels for users to access content, and the explosion of entertainment platforms, such as short-video and live streaming, have made consumers increasingly involved in the production of content
Consumers are increasingly involved in the production of content. consumers are increasingly involved in the process of content production. Ordinary users are not only able to directly produce videos through various tools and become direct creators of content, but also able to influence the connotation of the work and the direction of creation through interaction, pop-ups, voting, secondary creation and other ways. The consumer's participation in entertainment content production as a producer creates a decentralized value return path, allowing many "vegetarians" to become popular entertainment content producers, and responding to market demand more quickly, accurately, and flexibly.
Education: the demand side is complex, easy to cut from the local
Information management system is the entry point of the Internet in the education industry
The education industry has many types of downstream end-users, individualized needs are complex, and it is difficult to digitally reach the entire industrial chain, so it is most likely to succeed in the Internet of the education industry from the management system. The most likely success of the Internet is to cut in from the management link and realize the platform management of software and service providers. At present, the education industry is still extremely decentralized, and various educational organizations are parallel and independent, resulting in low efficiency in the allocation of high-quality resources. By building an industrial Internet platform focused on education services, the industry supply and demand relationship can be reorganized in a more scientific manner, which in turn improves the industrial cost structure.
Medicine: The Internet of Industry is still a struggle
Only the power of the government can substantially promote the Internet of medical industry
Medicine is one of the most important livelihood issues. China's medical system due to a strong public **** service attributes, industry development by the government and social security institutions of the strong influence of medical resources long-term supply exceeds demand, medical institutions (hospitals) to connect the willingness is not strong, the upstream supply side (pharmaceutical companies) and the demand side (doctors and patients patients) on the role of the industry's ability to play a weaker, the development of the industry Internet is not enough to drive the development of the driving force. Since the launch of the new round of healthcare reform, driven by the government, the supply of medical resources has continued to increase, and the way of access to healthcare is increasingly improving. However, there are deep data barriers between medical institutions, government departments, and service companies, and there are still many challenges to the development of the industrial Internet in the healthcare industry, and the Internetization of the medical industry is still "difficult".
Industrial Internet Action: Competitive Barriers to Product Output
Opportunity Space and Suggestions for Action
Industrial differentiation and business segmentation bring unlimited space for industrial Internet services
While the current application of the industrial Internet in various industries is still in the process of development, there are still many challenges. Currently, the application of industrial Internet in various industries is progressing differently, and the degree of penetration is generally insufficient. However, in the production network of the industrial Internet, the intersection of different segmented industries and different business links can create a huge number of service nodes. These nodes will also further realize cooperation and division of labor within the nodes, forming a new cooperation network. Therefore, Avery believes that the industrial Internet continues to promote industry segmentation and business link refinement, bringing almost unlimited opportunity space for service providers. The endgame of the industrial Internet will never be a unified market with oligopoly, but a cross-innovation market with diverse and extremely active players.
Source:Avery Consulting