At the Shenzhen IT Leaders Summit some time ago, Yiou as a cooperative media reported the entire event. At the on-site Yiou Interview Center, we learned about the current application status and prospects of new technologies from many big names in the technology field, and saw three "potential stocks", including two underlying technologies: 5G and blockchain, and An emerging enterprise service market IAM (Identity Management and Access Control).
The following is the interview content of Yiou and three guests (CEG Ventures founding managing partner, Suzhou Hyperblock founder Shi Xingguo, Zhuyun founder Dong Ning) at the IT Leadership Summit:
p>Wang Weijia once founded Metro Wireless in Silicon Valley, USA, and developed the world's first wireless mobile network. He is currently the founding managing partner of CEG Ventures, focusing on investing in cutting-edge technologies.
As a veteran in the field of wireless communications, Wang Weijia does not agree that 2019 is the first year of 5G applications. First of all, there are many criteria for judging whether a technology has reached its first year. The number of 5G base stations is one criterion, but Wang Weijia pays more attention to the number of actual users, whether it has reached one million users.
"To be specific, if an application can only be supported by 5G and cannot be separated from 5G, it will be the first year of 5G. Just like there are not many users using iPhone at the beginning, but once you If you use it, you will continue to use it and you will not switch to Nokia again. When we can find such a thing, it will be its first year. At present, in terms of maturity, 5G is still relatively early." Wang Weijia said.
Wang Weijia recalled that before the mobile Internet was popularized, there were two schools of thought. One group believed that the mobile Internet just put the search box on the mobile phone, while the other group believed that the mobile Internet was a completely different type, but It’s unclear what the killer app will be.
Only later did everyone realize that the core difference between the mobile Internet and the PC Internet is: location. Mobile phone positioning has given rise to many O2O applications and now many unicorn companies.
In Wang Weijia’s view, the same situation is happening with 5G now. Everyone sees that 5G is faster and has lower latency, and it is foreseen that 5G will help autonomous driving and telemedicine. Wang Weijia recognizes these application scenarios, but he does not believe that low latency is the key to generating killer applications, and the killer application scenarios have not yet emerged. From a personal perspective, he is optimistic about the feature of high network speed, because there must be new applications that must be supported by high-speed networks. Such as VR display.
Shi Xingguo, the founder of Suzhou Hyperblockchain, developed the first Sparc 64-bit Linux system, which played an important role in the localization of the operating system. He is currently committed to the development of the underlying technology of the blockchain.
Shi Xingguo has his unique understanding of the three hot technologies: AI, 5G, and blockchain: “Among the existing technologies, artificial intelligence solves the efficiency problems of existing industries. From the existing market, Solving problems is essentially about deepening the connotation of the industry. 5G and blockchain are infrastructure-level technologies that have extensions and reach applications that have never been seen before. "In the view of Shi Guoxing, the founder of Hyperblockchain, blockchain is similar. Regarding 5G, because it is an infrastructure-level technology, many application scenarios are not yet visible, but he believes that blockchain is likely to achieve industrial-level applications earlier than 5G.
Shi Xingguo said that as an underlying IT technology, blockchain technology itself can express value and credit, which is the core difference between blockchain and databases. From the perspective of application implementation, digital currency is the earliest mature application of blockchain. However, this application has become hollow and decoupled from the industry, and is therefore not encouraged by the government. Shi Guoxing believes that blockchain currently has two potential applications, one is supply chain finance, and the other is the Internet content industry.
The reason for these two industries is that when traditional businesses are supported by blockchain, they face a problem: how to unify real data and on-chain data.
Before this problem is solved, the best implementation scenario is one that does not require offline physical data to be uploaded to the chain. For example, the Internet content industry itself operates online as a whole, and is most suitable to be supported by blockchain. Supply chain finance is usually oriented to vertical fields, which can circumvent the weaknesses of blockchain and track the flow of funds.
Shi Xingguo also introduced the company’s positioning. In the industry chain, Hyperblockchain, as an underlying technology service provider, provides customers with parallel computing blockchain applications. Shi Xingguo revealed that there are now many Few companies are willing to challenge corporate business based on the blockchain architecture. Blockchain applications combined with real industries are expected to appear as soon as the second half of this year.
Dong Ning, the founder of Zhuyun, is an entrepreneur with investment vision. Before the company was established in 2009, Dong Ning saw the prospects in the field of IAM (Identity Management and Access Control). “I undoubtedly knew it at the time. After analyzing the global market, we found that the global market for IAM exceeded US$25 billion that year and maintained a compound annual growth rate of 18. In foreign countries, the IAM market is occupied by large companies such as IBM and Oracle, but in China it is not. There is still a gap in technology for several years.” After seeing the market prospects, Dong Ning decided to devote himself to the IAM field.
IAM (Identity Management and Access Control) integrates multiple types of information security technologies to protect enterprise data. In this era, in addition to network security and physical security, enterprises must also ensure the security of personnel permissions and application systems. For example, account authorization for new employees and account recovery for resigned employees all fall within the scope of IAM.
In the past two years, the problem of data leakage has become increasingly serious, and data protection regulations have become more complete. Therefore, many companies have realized that they need to integrate different organizations, data, and processes to open up information silos to manage employees well. , suppliers, C-end users and other personnel, the IAM market is growing along with the trend.
Dong Ning introduced that the domestic IAM market grew rapidly in 2018. The reason is that my country’s formal cybersecurity law in 2017 and supervision have driven the development of this market. Coupled with the fact that various fields are undergoing digital transformation, enterprises and organizations have discovered that the user boundaries of IT systems are expanding. In addition to permissions and access management, IAM can also help organizations quickly connect systems built in different periods to achieve limited integration of personnel process organizations.
Regarding the threshold of IAM, Dong Ning believes that there are two: first, good products, and second, familiarity with business scenarios. Only the integration of scenarios and technologies can achieve effective identity management and access control. Dong Ning believes that with the accumulation of customers, the moat of first movers will become deeper and deeper.