With the introduction of the concept of Industry 4.0, the industrial industry has entered a new round of global revolution.
Under the new industrial system, the new generation of information technology has become the key to the integration and development of industry.
The rise of cloud computing, big data, AI, Internet of Things, mobile computing and other technologies has become an important driving force for my country's manufacturing industry to move towards digitization, intelligence, and networking. The application of big data in the industrial field has also aroused widespread concern in the manufacturing industry.
Recently, the domestic industrial big data innovation company "Zhixiang Technology" announced that it has recently completed hundreds of millions of yuan in Series C financing, led by Legend Capital.
In fact, in 2018, the amount of investment and financing in the field of domestic industrial big data generally ranged from 10 million to 50 million yuan, accounting for 55% of the total. However, by 2019, the proportion of large-scale investments has increased, with 10-50 million yuan of investment and financing times accounting for 47.6% of the total number of times, and the number of investment and financing times of less than 100 million yuan accounted for 71.4% of the total number of times.
For investors and financiers, with the continuous implementation of emerging technologies, the topic has declined, and the actual functionality of industrial big data products or services has become a better focus for attracting investment.
Why does industrial big data receive such high attention today?
New heat "old concept"
First of all, it is clear that industrial big data is not a new concept.
In 2012, with the emergence of the concept of Industry 4.0, industrial big data also appeared. There is another saying in the market that is also related to big data in the context of popular information technology.
Specifically, industrial big data refers to the general term for all kinds of data and related technologies and applications generated by the application of informatization in the industrial field to the entire product, full life cycle, and various links. The main sources can be divided into three categories. The first category It is business data related to production and operation; the second type is equipment IoT data; the third type is external data. As the core of the Industrial Internet, industrial big data is also the key to the development of industrial intelligence.
The industrial big data we are talking about is relatively general. In general, industrial big data not only extends the scope of traditional industrial data, but also includes related technologies and applications of industrial big data. By-products” can also be a technical means to enable industrial intelligent manufacturing.
The reason why industrial big data can receive such high attention. First of all, due to the development of information technology, big data is applied in the Internet industry, which in turn promotes the development and maturity of big data-related technologies. Under the impetus of many parties, big data applications gradually penetrate into other industries, such as medical care, finance, and manufacturing. Industry.
Secondly, it is closely related to the objective facts of digitization, networking, and intelligence in the manufacturing industry. In the context of Industry 4.0, the Industrial Internet drives the upgrading of digital information in the industrial field, thereby generating a large amount of industrial data. These data have relatively valuable Information, for example, the data generated by a CNC machine tool production product, can be fed back to the enterprise or the production end to improve production technology.
Finally, in the industrial field, manufacturing resources and process activities are becoming more and more complex, and the difficulty of management and decision-making is also increasing. Relying on traditional data analysis, it is impossible to accurately process complex and huge data in the industrial manufacturing process. Industrial big data technology can mine and discover the technologies contained in industrial big data, including data planning, analysis and mining, visualization and intelligent control.
By 2019, multi-party forces, including industrial enterprises and vertical companies in the field, will continue to increase their investment in industrial big data. Industrial big data enterprises will gradually be divided into three categories: application layer, platform layer, and basic layer. Among them, the innovation of platform-level enterprises continues to be active, and it is currently the largest category of industrial big data listed companies.
However, although the attention of industrial big data and the application of related technologies have increased in recent years, due to the relatively slow progress of my country's industry 4.0 and the development of the industrial Internet, there are still certain technical problems. At present, my country's industrial big data is still in the infancy.
As of 2019, there are only 19 listed companies in the field of industrial big data. In the 2020 industrial big data ranking list, most of them are large enterprises, and the number and distribution of small, medium and micro enterprises are relatively small. However, driven by the plan represented by "China's Industrial Manufacturing 2025", it is expected that by around 2025, the development speed of my country's industrial big data will be greatly increased.
Industrial big data "change soup and medicine"
From the perspective of the application of industrial big data and the degree of technological progress, it is relatively not very smooth, especially when it is applied to the level of industrial enterprises, the penetration rate is relatively low.
Looking at the current overall structure of my country's industrial enterprises, most of them are dominated by small and medium-sized manufacturing enterprises, and small and medium-sized manufacturing enterprises are still the main force of the industry. Compared with large-scale manufacturing enterprises, small and medium-sized manufacturing enterprises still lag behind in terms of information technology application and other aspects. Many enterprises, especially small and micro enterprises, still have doubts, regard industrial big data as corporate secrets, are not very enthusiastic about data opening, and have a serious tendency of "don't want to use it, dare not use it".
In addition, subject to the scale distribution of my country's industrial enterprises, although industrial enterprises have realized the application of industrial big data, in terms of the practical application of industrial big data, there are still data islands and data distortion. The reason behind this phenomenon is that the poor foundation of enterprise informatization and the unopened device interface make it difficult to collect data.
IoT big data is a necessary means to realize the smooth flow of industrial big data, but in industrial practical applications, industrial software and high-end IoT equipment do not have domestic independent controllability, and the reading and writing of high-end equipment connected to IoT is not open. An isolated island of device information is formed, and data circulation is not smooth. It is the key to realize the opening of industrial big data to solve the problems of poor enterprise informatization foundation and non-open reading and writing of interface equipment.
At present, the accumulation of industrial big data is seriously insufficient. Manufacturing companies do not know what data they have, and most industrial data is in a "sleep" state. Compared with traditional big data, the sources of industrial big data are more extensive. Product big data is the root and core of industrial big data. growth trend.
Under this trend, industrial enterprises that already have a relatively weak concept of industrial big data, coupled with the accelerated product changes, naturally cannot effectively accumulate enterprise data. How to standardize the definition and classification methods of product big data, establish normative, clear attribute, queryable, traceable and locatable product big data, and at the same time, the integration of enterprise information systems will also become the prerequisite for the smooth application of industrial big data.
Similar to traditional big data, the data security of industrial big data is equally important, especially for military enterprises. Big data emphasizes data association and integration, which will inevitably significantly increase security risks.
In order to ensure data security, on the one hand, industrial enterprises can make full use of technical means with the help of related technology companies to consolidate their own data security barriers; It is necessary to update the interface equipment, reconstruct the data support platform, and even replace the "old" system to achieve the purpose of data security. But no matter from which point of view, there are still certain problems in the application and development of industrial big data.
How to define industrial big data with the official launch of favorable policies?
Despite this, since 2015, the national level has continuously issued relevant policies favorable to industrial big data, such as "Made in China 2025", "Industrial Big Data Development Guidance (Draft for Comment)" and many other policies, referring to industrial big data many times. The importance and significance of big data promote the development of the industrial big data industry.
With the influence of many favorable factors such as technological progress and upgrading, and the popularization and penetration of intelligent applications, the overall market size of industrial big data is gradually growing.
According to data from CCID Consulting, the overall scale of China's industrial big data reached 14.69 billion yuan in 2019, a year-on-year increase of 28.6%. The prospect is broad. In the future, industrial big data will continue to promote the transformation and upgrading of traditional manufacturing industries and help the development of industrial intelligence.
Returning to industrial big data itself, driven by this background and situation, the concept and definition of industrial big data have also gained a deeper and more comprehensive understanding and interpretation in the past two years.
The most obvious change is that the market and enterprises have gradually changed the view of industrial big data as a "by-product" or product output information in the industrial production process. The final result of this understanding is that industrial big data The value space itself will be greatly limited.
Today, with the application of the Industrial Internet, industrial big data has gradually become an industrial enabling technology similar to AI and the Industrial Internet, developing from traditional data collection, analysis, and application to data production, value, and output.
Through industrial big data, manufacturing enterprises can break through the previous independent working mode and carry out integrated production and management in the entire product production stage. In this way, the entire industrial production process is further opened up, and the cooperation between various links becomes closer. It can also improve the overall production and operation efficiency of the manufacturing industry, and drive the improvement of corporate benefits.
In 2021, with the help of Alibaba Cloud, Delong Iron and Steel completed the transformation and upgrading of its own production and information systems with industrial big data, and was selected as the "2021 Industrial Internet Platform Innovation Pilot Application Case" by the Ministry of Industry and Information Technology.
According to the relevant person in charge of Delong Iron and Steel, with the help of the Internet economy, establish core intelligent manufacturing capabilities, continuously optimize and upgrade intelligent equipment, build a complete information system, improve the drawbacks of the old system with many and scattered, break data barriers, and give full play to data Value, promote the operation coordination and overall optimization of the entire steel industry chain, and improve corporate efficiency.
At the same time, industrial big data, as a new concept and new technology born in industry 4.0, will also become an important means to drive the innovation and development of manufacturing enterprises. The manufacturing industry can improve the current situation through the accumulation and analysis of industrial big data. The inherent production mode forms a new production system.
In the past, due to the backwardness of production technology and supply chain, China's manufacturing industry was identified as "Made in China", but now with the support of AI, cloud computing, Internet and other information technologies, China's manufacturing industry has gradually turned to "China's smart manufacturing industry". In the future, with the promotion of next-generation information technology such as industrial big data and industrial Internet and the support of multiple parties, it will become an inevitable trend for "Made in China" to "Create in China".
Driven by policy and technology, industrial big data has gradually become an important technology to facilitate industrial transformation and the transformation of manufacturing business models. As a new field in the ascendant, industrial big data is also in China's industry, from "Made in China" to "Made in China". , and then played an important role in the transformation process to "Made in China". We believe that under the background of Industry 4.0, industrial big data can cooperate with emerging technologies such as artificial intelligence and 5G technology to promote the development of industrial intelligent manufacturing.
Source of this article: New Industry Insights