Recently, new infrastructure fire. Entered in 2020, the central level of government meeting 4 mentions "new infrastructure" unprecedented .
The new infrastructure, is referred to as the new infrastructure, different from the traditional "Rail machine" - traditional industries, railways, highways, airports and other "new infrastructure" mainly related to seven areas: 5G infrastructure, ultra high voltage, high-speed intercity rail and intercity rail transportation, new energy vehicles charging pile, large data centers, artificial intelligence and Internet industries.
Deputy Secretary-General of Zhongguancun Big Data Industry Alliance of New River Chen told the China Software Network, if the old infrastructure is the focus of the traditional industrial economy, the new infrastructure is aimed at digital economy.
Digital economy accounted for 1/3 of China's GDP up strong, reflecting the strong momentum of development of the digital economy. The new infrastructure is expected to make more and more businesses to benefit from the new economy. So the question is, who will carry the banner of the new infrastructure?
5G + Cloud: new digital economy infrastructure
If you look deeper, we will find, 5G infrastructure led the first of seven new infrastructure. This is not just an ordinary sort, it just reflects the importance of infrastructure in new infrastructure 5G in.
Former chief engineer of Huawei's international marketing director of mobile and investment, science and technology veteran Dai Hui told the China Software Network:
"5G is the first of the new infrastructure is necessary.
On the one hand, if the construction of lukewarm water, may reproduce the historical suffering of 3G.
On the other hand, 5G as real estate, a large economic effect right. 5G will greatly promote smart phones, Industry 4.0, artificial intelligence, unmanned other industries, and the development of traction chips. "
Each round of technological revolution, will bring an infrastructure of information technology summit, personal life and production, will follow a huge change.
In addition to the PC era has brought changes in personal life, as well as changes in work scene, productivity increased dramatically, rising up like Microsoft, Intel and other giants; 4G with the spread of mobile Internet era, the birth of this technology giant BAT , gave birth to the Internet ecosystem short video, and other electricity providers prosperity.
5G arrival, will open the era of the Internet of things, in entertainment, the opening of transport, industry, health, education, finance, tourism, power, government and public utilities, agriculture and other 10 sectors to upgrade and bring change.
2019 is the first year of China 5G commercial, mobile terminal is the first crop 5G dividend of industry, major domestic mobile phone manufacturers have launched their own 5G phone. Three operators in full swing layout 5G base station, will drive the market demand for the downstream industry chain.
According to "5G depth analysis of the latest developments," Dr. Wu Dong liter we know, the number of base station construction three operators in 2019 amounted to 140,000, the investment budget of 42 billion yuan. By the end of 2020, plans to open a total of more than 550,000 5G base station.
5G era, closely integrated with cloud computing. 5G high bandwidth, low latency characteristics of wide connections, need to be considered very high force support. Therefore, cloud computing, became a technical support 5G times, become the fundamental digital and information technology.
According to the Chinese Academy of ICT data, 2018 China cloud computing industry market reached 96.28 billion yuan, an increase of 39.2%, more and more enterprises to accelerate the pace on the cloud.
From the industry point of view, the current China cloud computing users are mainly concentrated in the areas of Internet, transportation, logistics, finance, telecommunications, government and so on. In recent years, the industry surge in the amount of data, the field began to use more data mining the value of cloud computing technology, although the Internet is still the dominant industry, but cloud computing scale transportation logistics, finance and other industries also occupies an important position.
In early 2020, because of the epidemic, online office, online education, online recruitment accident spawned a surge in online traffic, making the expansion of the number of enterprises has become urgent work. Ali cloud as a technical support behind the nails, since the Spring Festival has been a continuous expansion of 10 million units a cloud server. Tencent meeting From January to 6 February 29, a total of 100,000 expansion of cloud hosting.
After the recent League micro delete library events, micro League issued an announcement to the effect that the AU will gradually give up self-built micro database, using Tencent cloud database. The enterprise cloud cloud computing is not just driven business, it is also based on a growing number of security requirements.
Therefore, the Chinese software network that, 5G and cloud computing is a key element of the new infrastructure.
5G and Cloud, who built?
When asked who is going to build this infrastructure 5G issue, Dai Hui believes, of course, it is to build four major carriers.
After the new infrastructure out, operators quickly responded. March 6, China Mobile Procurement and Bidding hung out in 28 provinces of China Mobile branch in 2020 5G two main wireless network equipment centralized procurement notice, the total demand for the 232,143 stations. This means that China's largest telecommunications operator China Mobile in 2020 5G two main wireless network equipment centralized procurement officially kicked off the pace 5G network building in an orderly manner.
The other two operators are expected to soon start procurement 5G, China Unicom and China Telecom will build a shared 5G. SARFT last week proposed requirements "acceleration" of 5G construction.
In addition to carriers, as well as other areas of the industrial chain 5G on the downstream vendors, including network planning and construction, the antenna / tower, RF power amplifiers, RF filter, RF connector, the PCB high frequency, the master device supplier, a small base station, optical communications, light cable, optical module / optical devices, SDN / NFV, operation and maintenance network optimization, a signal processing system of the terminal, the data communication terminal, radio terminal device 16 the field of materials.
Huawei is one of the important players, both layouts in various fields. March 9, Huawei in China issued a series of 5G latest products, covering 5GRAN, 5G core network, intelligent all-optical access network and LiquidOTN optical transport, intelligent IP network, intelligent network optimization 5G, 5GPower 2.0 and other aspects of solution.
5G in construction, there are also Internet giant BAT figure. And base station construction different, they are more advantage of their own research and development capabilities, focused on 5G technology research and development.
March 10, 5G usher in the field of giant players: Ali Baba officer Xuancheng Li "XG laboratory", enter 5G, will rely on Ali Baba Applied Ecology in digital infrastructure to support cloud computing, focusing 5G technologies and collaborative applications R & D, next generation network communication technology and is committed to promoting.
Clouds of construction, is also inseparable from operators and BAT thighs.
Depending on the service mode, it can be divided into the cloud IaaS, PaaS and SaaS. Which, IaaS resources to provide basic computing services, PaaS provides the infrastructure on cloud services platform, the two are support and foundation for cloud computing.
Cloud computing has three deployment modes, namely public cloud, private cloud and hybrid cloud. According to the industrial structure, the chain can be divided into the cloud upstream core hardware (CPU chips, memory, etc.), midstream IT infrastructure (servers, storage devices, network equipment, etc.), and a downstream Eco cloud (base platform, a cloud native application etc.) of three parts.
According to Chinese Information and Telecommunications Research Institute survey, Ali cloud, Tianyi cloud, cloud Tencent occupy public cloud IaaS market share of the top three, halo new, UCloud, Jinshan Yun in the second group; Ali cloud, cloud Tencent, Baidu Cloud is located public cloud PaaS market in the first three; UF, Kingdee, Cheong Jietong ranked comprehensive public cloud SaaS first echelon; China Telecom, wave, Huawei, tide, dawn is at the forefront of government cloud market.
Ali cloud cloud provides full-stack service.
According to IDC data, Ali cloud the current domestic market share of nearly 50%, customers include more than 50% of the A-share listed companies. Ali in January 2019 release of "Ali commercial operating systems," the company seeks accumulated over the past 20 years, digitization, online operating capacity, by Ali cloud, nails, rookie, clothes and other products ant gold output. Cloud computing, big data and artificial intelligence products provided Ali has become the infrastructure of domestic enterprises operating in fact.
Tencent cloud main provider of IaaS and PaaS cloud services.
Have no doubt that the advantages in research and application of artificial intelligence technology innovation, internal Tencent has many AI lab, including Tencent AILab, excellent map laboratory, micro-channel artificial intelligence laboratory. It is noteworthy that, Tencent is to convert its rich resources of artificial intelligence to a variety of Tencent cloud service capabilities, used in games, video, finance, government and other industries.
Operators are also important players.
China Telecom layout cloud computing started in 2008, Yiyun program started in 2009, was formally established in 2012 cloud computing subsidiary. China Telecom's Tianyi cloud is directly under the professional company, set marketing, operations services, product research and development in one. "Tianyi cloud" is not only to provide users with cloud hosting, cloud storage, the desktop cloud, exclusive cloud, hybrid cloud, CDN, big data, cloud line, clouds high-speed full range of products, at the same time build for the government, healthcare, education, finance and other industries customized cloud solutions, while also micro and small start-ups to provide support.
Domestic autonomy of the new opportunities?
If 5G and cloud infrastructure digital economy era, then the operating system, the chip and the database is the core technology.
For a long time, the operating system + database + chip, are firmly in control in the hands of foreign companies. "China's information industry, lack of core small soul" is a heavy topic since a long time, one of the "core" refers to the chip, and the "soul" refers to the operating system. 2017, in the field of mobile operating system , Android + iOS cumulative market share of 99.9%. PC operating system is also an oligopoly, Windows 2017 market share of 91.41%.
The new infrastructure spring, can change this situation?
High total area of infrastructure software expert analysis, the core of the new infrastructure is creating new market demand and customer value and bring new technologies and new models. China in the cloud, 5G, AI, big data and other advanced technology development and applications do not fall behind, there is the advantage, pushing backward infrastructure software systematic, systematic construction of new infrastructure through new technologies. High total stressed: the software industry do not accept backward, not only alternative is to upgrade, systematic system construction have to do to protect industrial ecology.
In fact, the domestic self-developed road, already has explored.
Chinese scientists and technology companies had the chip operating system and efforts to seek a breakthrough, but in the end either fruitless or few people know. 20 years ago, the domestic self-developed Red Flag Linux operating system, there was a flash in the pan, the final match because of the lack of ecosystems, and ultimately did not succeed.
But the road to domestic enterprises operating system, the chip and database independent research and development never stopped.
At present, the major operating system vendors do include several categories: high market share supported by the state enterprises, such as Kylin Power system, Kylin, in the Division Series in Cote d'Ivoire and Germany; good reputation of the private market companies, such as deep of degree, ZTE new fulcrum and other companies; some domestic CPU companies, such as Godson Loongnix, Godson partners aerospace Lemote have Linux distribution, Shen Wei has his own Koch operating system; Internet companies such as Ali cloud Tencent cloud and Huawei launched the aspects of a server, smart phones, networking and other applications operating system.
Huawei Developers Conference August 9, 2019 on the official launch of Huawei self-developed operating system obscurity, phone support, networking, screen and other intelligence operations across devices. It is worth mentioning that the Huawei cell phone chips and homegrown different, obscurity global open source system, which also aims to accumulate developers build ecology.
In the chip sector, China this year set off a wave chip boom.
According to statistics, by the end of 2019, China's IC design companies reached 1780, the Bureau's no shortage of Huawei, Baidu, Ali such Internet giants, as well as a large number of start-up companies.
July 2019 will Yunfeng Ali, Ali's brother flat Semiconductor Co., Ltd. issued based on RISC-V processor chip Xuantie 910 ; August, flathead brother and launched its first chip design a one-stop platform "no sword" ; September 2019 General Assembly Ali Yunqi, flat head brother Ali released the first AI reasoning Han Guang chip 800. At this point, one of the full-stack cloud off the prototype of a chip family has been formed.
Huawei's self-developed chips to start earlier. Huawei was founded in 1991 from the ASIC Design Center, founded in 2004, HiSilicon, and now has become the representative of China's self-designed chip. Huawei's chip layout is very extensive, including Kirin series SoC chips, rising series AI chip, Kunpeng series server chips, 5G communications chips, other chips.
In early 2020 epidemic, the Chinese economy cast a shadow. At this point, the timely introduction of new infrastructure, no doubt to the economy into a tonic. Old infrastructure spawned China Railway, China Railway Construction, China Architectural and a number of Fortune 500 companies;
New infrastructure and give China the number of new world-class enterprises it?
Past Wonderful
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