Growth speeds slow down domestic MES system brewing

In the first half of 2014, China's industrial software industry relied on local demand support, policies, and technology to effectively boost and maintained a good momentum of rapid growth. In particular, the market share of domestic software has steadily increased. In the second half of the year, despite the pressure of slowing down the investment in information technology for manufacturing companies, with the gradual emergence of the effect of the “micro-stimulus” policy and the further in-depth integration of the two industries, the market demand in emerging areas has brought management software and robotics industry Rapid development opportunities. The annual industrial growth rate is expected to maintain between 12% and 14%.

Domestic software market share increased significantly

In 2013, the mainstream PLM market in China rose by 12.8%, and the general PLM market increased by 13%.

In the first half of 2014, with the implementation of the “micro-stimulus” policy, the manufacturing industry showed a trend of stabilization and stabilization. The deep integration of the two industries continued to advance, driving the overall scale of the industrial software industry to maintain rapid growth, and the share of the domestic software market was significantly improved. From the perspective of market structure, the mainstream PLM and general PLM software market continues to maintain steady growth, which is mainly due to the demand support from the aerospace industry, the automotive industry, high-tech industries and machinery and equipment industries. According to CIMData's data, the mainstream PLM market in China increased by 12.8% in 2013 and the general PLM market increased by 13% in 2013.

Second, the market for intelligent, automatic chemical control systems represented by robots has grown rapidly. Since 2014, in order to cope with the increase in labor prices, more efforts have been made to promote the application and promotion of advanced manufacturing technologies, and a special plan for “machine substitution” has been issued.

Third, new demands from vertical industries such as logistics, restaurants, hotels, and tourism have led to a new round of rapid growth in the management software market. According to Gartner's global ERP market analysis report, global ERP software sales increased by 3.8% in 2013, and UF’s global share of 1% is on the list. Gartner specifically pointed out that ERP, CRM, business intelligence and analytics are the largest software markets in the Asia Pacific region (excluding Japan), and ERP is the main source of Chinese enterprise application software revenue, and Chinese domestic ERP vendors are performing even more competitively. Strong.

The rapid development of the industrial software industry in the first half of the year was mainly due to the accelerated release of market demand during the process of integration and promotion of the two industries and the powerful boost of technology and policies.

First, in terms of market demand, China's manufacturing companies pay more attention to quality control and product innovation in the competition, which brings demand for industrial control systems and digital manufacturing products. In addition, companies also attach greater importance to the use of information technology to enhance management efficiency, increase market sensitivity, and bring application requirements to various management software. On the one hand, companies began to actively seek integration with the Internet and e-commerce, which led to the analysis and processing of large amounts of information and data, driving business intelligence and analyzing the growth of the market. As the influence of mobile social networking is increasing, companies are also starting to focus on the mobility needs of information systems. On the other hand, the informatization system in China's key industry sectors must meet the requirements of self-controllability and safety and reliability, resulting in a new round of investment.

The second is that the rapid development of technology forms a powerful boost. SaaS products based on public cloud support more flexible delivery, higher cost-effectiveness, and more convenient API integration, which can effectively promote the product diversification of the industrial software industry in the market segments. The rise of mobile computing technology has promoted the social development of enterprise-level software and brought a large amount of unstructured data. The new data integration and mining technologies have made it possible to handle, store, and analyze such industrial enterprises' big data and promoted it. Business intelligence and analytics business growth.

The third is a good policy environment. The state has developed advanced manufacturing industries, vigorously promoted the deep integration of the two industries, and issued many practical measures, including the “Special Action Plan for the Intensive Integration of Informatization and Industrialization (2013-2018)” of the Ministry of Industry and Information Technology, and the “Internet of Things” work of the Ministry of Industry and Information Technology in 2014. Key points, "Guidelines for Promoting the Development of Industrial Robot Industry", etc. The implementation of these policies has created a good external environment for the development of the industrial software industry and mobilized the enthusiasm of user companies.

There are still some outstanding challenges in the integration of China's two industries, which may have an adverse impact on the further development of the industrial software industry.

First, the limited investment capacity of manufacturing companies in information technology. On the whole, since 2013, the prosperity level of China's manufacturing industry has been fluctuating on the line of honor and death, with great uncertainty. From the structural point of view, the living environment of SMEs has still not been significantly improved, and their ability to invest in information construction is very limited. The state-invested key industries are facing the pressure of economic downturn and structural adjustment, and their information investment will also slow down.

Second, the core technologies of the emerging smart automation field represented by robots are limited. Core technologies such as high-precision controllers, servo motors, and speed reducers are monopolized by a few foreign companies, which greatly restricts the overall cost of China's robotics industry and weakens competitiveness.

Pay close attention to technological changes and manufacturing changes

The current technological developments and the evolution of the manufacturing industry itself are very fast. The market, products and technology deserve full attention.

In the market, industrial Internet and manufacturing service industry put forward new demands on industrial software. Industrial Internet, through the connection between intelligent machines and human-machine connection, realizes the integration of industrial systems with advanced computing, analysis, sensing technology, and the Internet, and puts forward many new demands on industrial software.

The first is the customization of industrial software. To achieve the interconnection of people and machines, industrial software must provide better man-machine interfaces and interactions, and can adapt to a variety of harsh working environments.

The second is big data analysis needs based on industry knowledge and physical system knowledge. To realize the intelligence of the machine, we must be able to understand the information generated by the machine, which requires extensive industry knowledge and physical system expertise as support.

The third is the need for mobility. The industrial Internet must connect people in different locations in real time in a safe and reliable manner, and the enterprise industrial software system is developing toward mobility.

The service-oriented manufacturing industry is an important development trend at present. From the perspective of input service, there will be more new demands for collaborative management between departments and enterprises. From the point of view of output service, it will generate more demands for dynamic tracking and maintenance of markets and customers, involving highly customized customer relationship management and business intelligence analysis.

In terms of products, under the trend of cloudization and mobilization, enterprise application software has developed to two levels: platformization and application. Under the background of the rapid development of cloud computing and mobile computing, industrial software products are accelerating the development of two levels of development.

The first is a platform-oriented strategy for enterprises, which mainly refers to the entry of general-purpose products into the market, the establishment of a user base, the development of a local service ecosystem, and the formation of market-specific solutions. The platform strategy is a very competitive product strategy, but it has higher requirements for the investment ability of the company.

The second is the killer application strategy of the SaaS model. It is mainly suitable for enterprises whose investment ability is insufficient to support the platformization strategy. It exerts strength in a single application area.

However, it is particularly worth pointing out that both the platform strategy and the SaaS application strategy cannot be separated from the cloud computing platform. The importance of middleware for enterprise-class public clouds and hybrid cloud platforms will be further highlighted in the future. At present, major foreign companies have stepped up their efforts in this regard.

In terms of technology, data-driven ideas put new demands on technological innovation. The industrial manufacturing industry contains a large amount of data. With the deepening of data-driven business operation concepts, industrial software products have brought new demands on technology, mainly reflected in two aspects: First, how to identify and integrate valuable data, including data Value assessment, data integration screening with dynamic feedback, etc. The second is the combination of software and hardware solutions for industrial big data, which includes hard and soft integrated machines, targeted industrial data mining and analysis algorithms that can securely collect, transmit, and process industrial data, and can be deployed in the field.

The level of industrial development is expected to increase steadily

In the second half of the year, China's industrial software industry will continue to maintain a good momentum of development. The annual growth rate of the industry will remain between 12% and 14%.

We believe that China's industrial software industry will continue to maintain a good momentum of development on the basis of rapid growth in 2013 and the first half of 2014. The growth rate has slowed down. The annual growth rate of the industry is maintained at between 12% and 14%. Among them, the market share of domestic software is expected to be further improved. In particular, SaaS products of CRM, HRM, and SCM are expected to usher in a new round of rapid growth. Large-scale enterprise software such as ERP and PLM will maintain steady growth, but the growth rate will have Slowed down.

With the advancement of deep integration of key industries, the application level and application depth of the main users are expected to improve systematically, and the supplier's delivery and service levels are expected to increase further, and the industrial development level will increase steadily.

The industrial automation and robot system market will usher in a period of rapid growth, and will jointly promote the market growth of MES systems. China's relevant companies are brewing industrial technology breakthroughs.

The first is the customization of industrial software. To achieve the interconnection of people and machines, industrial software must provide better man-machine interfaces and interactions, and can adapt to a variety of harsh working environments.

The second is big data analysis needs based on industry knowledge and physical system knowledge. To realize the intelligence of the machine, we must be able to understand the information generated by the machine, which requires extensive industry knowledge and physical system expertise as support.

The third is the need for mobility. The industrial Internet must connect people in different locations in real time in a safe and reliable manner, and the enterprise industrial software system is developing toward mobility.

The service-oriented manufacturing industry is an important development trend at present. From the perspective of input service, there will be more new demands for collaborative management between departments and enterprises. From the point of view of output service, it will generate more demands for dynamic tracking and maintenance of markets and customers, involving highly customized customer relationship management and business intelligence analysis.

In terms of products, under the trend of cloudization and mobilization, enterprise application software has developed to two levels: platformization and application. Under the background of the rapid development of cloud computing and mobile computing, industrial software products are accelerating the development of two levels of development.

The first is a platform-oriented strategy for enterprises, which mainly refers to the entry of general-purpose products into the market, the establishment of a user base, the development of a local service ecosystem, and the formation of market-specific solutions. The platform strategy is a very competitive product strategy, but it has higher requirements for the investment ability of the company.

The second is the killer application strategy of the SaaS model. It is mainly suitable for enterprises whose investment ability is insufficient to support the platformization strategy. It exerts strength in a single application area.

However, it is particularly worth pointing out that both the platform strategy and the SaaS application strategy cannot be separated from the cloud computing platform. The importance of middleware for enterprise-class public clouds and hybrid cloud platforms will be further highlighted in the future. At present, major foreign companies have stepped up their efforts in this regard.

In terms of technology, data-driven ideas put new demands on technological innovation. The industrial manufacturing industry contains a large amount of data. With the deepening of data-driven business operation concepts, industrial software products have brought new demands on technology, mainly reflected in two aspects: First, how to identify and integrate valuable data, including data Value assessment, data integration screening with dynamic feedback, etc. The second is the combination of software and hardware solutions for industrial big data, which includes hard and soft integrated machines, targeted industrial data mining and analysis algorithms that can securely collect, transmit, and process industrial data, and can be deployed in the field.

The level of industrial development is expected to increase steadily

In the second half of the year, China's industrial software industry will continue to maintain a good momentum of development. The annual growth rate of the industry will remain between 12% and 14%.

We believe that China's industrial software industry will continue to maintain a good momentum of development on the basis of rapid growth in 2013 and the first half of 2014. The growth rate has slowed down. The annual growth rate of the industry is maintained at between 12% and 14%. Among them, the market share of domestic software is expected to be further improved. In particular, SaaS products of CRM, HRM, and SCM are expected to usher in a new round of rapid growth. Large-scale enterprise software such as ERP and PLM will maintain steady growth, but the growth rate will have Slowed down.

With the advancement of deep integration of key industries, the application level and application depth of the main users are expected to improve systematically, and the supplier's delivery and service levels are expected to increase further, and the industrial development level will increase steadily.

The industrial automation and robot system market will usher in a period of rapid growth, and will jointly promote the market growth of MES systems. China's relevant companies are brewing industrial technology breakthroughs.

The first is the customization of industrial software. To achieve the interconnection of people and machines, industrial software must provide better man-machine interfaces and interactions, and can adapt to a variety of harsh working environments.

The second is big data analysis needs based on industry knowledge and physical system knowledge. To realize the intelligence of the machine, we must be able to understand the information generated by the machine, which requires extensive industry knowledge and physical system expertise as support.

The third is the need for mobility. The industrial Internet must connect people in different locations in real time in a safe and reliable manner, and the enterprise industrial software system is developing toward mobility.

The service-oriented manufacturing industry is an important development trend at present. From the perspective of input service, there will be more new demands for collaborative management between departments and enterprises. From the point of view of output service, it will generate more demands for dynamic tracking and maintenance of markets and customers, involving highly customized customer relationship management and business intelligence analysis.

In terms of products, under the trend of cloudization and mobilization, enterprise application software has developed to two levels: platformization and application. Under the background of the rapid development of cloud computing and mobile computing, industrial software products are accelerating the development of two levels of development.

The first is a platform-oriented strategy for enterprises, which mainly refers to the entry of general-purpose products into the market, the establishment of a user base, the development of a local service ecosystem, and the formation of market-specific solutions. The platform strategy is a very competitive product strategy, but it has higher requirements for the investment ability of the company.

The second is the killer application strategy of the SaaS model. It is mainly suitable for enterprises whose investment ability is insufficient to support the platformization strategy. It exerts strength in a single application area.

However, it is particularly worth pointing out that both the platform strategy and the SaaS application strategy cannot be separated from the cloud computing platform. The importance of middleware for enterprise-class public clouds and hybrid cloud platforms will be further highlighted in the future. At present, major foreign companies have stepped up their efforts in this regard.

In terms of technology, data-driven ideas put new demands on technological innovation. The industrial manufacturing industry contains a large amount of data. With the deepening of data-driven business operation concepts, industrial software products have brought new demands on technology, mainly reflected in two aspects: First, how to identify and integrate valuable data, including data Value assessment, data integration screening with dynamic feedback, etc. The second is the combination of software and hardware solutions for industrial big data, which includes hard and soft integrated machines, targeted industrial data mining and analysis algorithms that can securely collect, transmit, and process industrial data, and can be deployed in the field.

The level of industrial development is expected to increase steadily

In the second half of the year, China's industrial software industry will continue to maintain a good momentum of development. The annual growth rate of the industry will remain between 12% and 14%.

We believe that China's industrial software industry will continue to maintain a good momentum of development on the basis of rapid growth in 2013 and the first half of 2014. The growth rate has slowed down. The annual growth rate of the industry is maintained at between 12% and 14%. Among them, the market share of domestic software is expected to be further improved. In particular, SaaS products of CRM, HRM, and SCM are expected to usher in a new round of rapid growth. Large-scale enterprise software such as ERP and PLM will maintain steady growth, but the growth rate will have Slowed down.

With the advancement of deep integration of key industries, the application level and application depth of the main users are expected to improve systematically, and the supplier's delivery and service levels are expected to increase further, and the industrial development level will increase steadily.

The industrial automation and robot system market will usher in a period of rapid growth, and will jointly promote the market growth of MES systems. China's relevant companies are brewing industrial technology breakthroughs.