The term "digital economy" has been appearing in reports over the years as a "regular visitor" since 2017.
Over the years, the development of my country's digital economy has also achieved world-renowned achievements-the overall scale has ranked second in the world for many years, the total number of 5G base stations accounts for more than 60% of the world, the industrial Internet system construction has entered the world's first echelon, electronic information The scale of the manufacturing industry and the software industry have grown at an average annual growth rate of over 10% in the past ten years. The scale of the digital economy and the level of digital government development rank among the top in the world, and digital public services are flourishing...
On February 27 this year, the "Overall Layout Plan for the Construction of Digital China" was issued. This "Plan" further set the tone for the development of the overall digital economy in my country during the 14th Five-Year Plan period. In addition, 2023 is considered to be the key to economic recovery in various regions. In 2019, the technologies and application scenarios mentioned in the "Plan" are bound to become the main driving force in the new wave of digital intelligence, and the Internet of Things, as the foundation for the construction of high-rise buildings in the digital economy, will undoubtedly usher in new growth momentum .
Good for the Internet of Things, the subdivision track ushered in a golden period of development?
According to the China Academy of Information and Communications Technology, by the end of 2021, the scale of my country's digital economy has reached 7.1 trillion US dollars. This is not only due to the characteristics of the digital economy itself, which has a short technological cycle, fast industrial iteration, and is more conducive to latecomers to catch up, but also benefits from the advantages of my country's ultra-large-scale market, as well as the increasingly mature capital, talent and other factor markets. At the same time, it is compatible with my country's digital foundation Factors such as better facilities are closely related. According to the prediction of China Academy of Information and Communications Technology, the scale of my country's digital economy will exceed 60 trillion yuan in 2025, an increase of over 165% from 22.6 trillion yuan in 2016.
There is no doubt that in the foreseeable future, the potential contained in digital development will continue to be released, and the release of the "Overall Layout Plan for the Construction of Digital China" points out the "power point" for this unlimited potential.
Specifically, first of all, the "Plan" proposes to lay a solid foundation for the construction of Digital China and open up the major arteries of digital infrastructure. The Internet has developed in an all-round way, and vigorously promoted the large-scale application of Beidou.
Among them, "promoting the comprehensive development of the mobile Internet of Things" and then "opening up the main artery of the digital foundation" can be said to be directly beneficial to the Internet of Things communication industry. After entering the era of "Superman of Things", the single toC service gradually expands to the deeply integrated toB service. The business scenarios and requirements of the Internet of Things will become more complex, and the user groups will become more diverse. The continuous deepening and advancement of the cellular Internet of Things in AIoT The market ushered in a richer market space, and this will further promote my country's mobile Internet of Things industry all the way "hurricane".
Throughout my country's mobile Internet of Things industry chain, a pattern of collaborative development of narrowband Internet of Things (NB-IoT), 4G and 5G multi-networks has been initially formed, and a network covering chips, modules, terminals, software, platforms and services has also been formed. A relatively complete business format of other links.
Secondly, the "Plan" also clearly emphasizes the value of computing power and data, and proposes to systematically optimize the layout of computing power infrastructure, promote efficient complementarity and collaborative linkage of computing power between the east and the west, and guide general data centers, supercomputing centers, intelligent computing centers, Reasonable echelon layout such as edge data centers. Improve the level of application infrastructure as a whole, and strengthen the digitalization and intelligent transformation of traditional infrastructure.
Recently, the generative AI storm triggered by ChatGPT has continued to ferment, and various multi-modal large models have begun to further integrate with the scene, making the industry have a higher awareness of the importance of computing power, which will also become an important part of the digital economy. important engine of growth. According to the calculation of the China Academy of Information and Communications Technology, every 1 yuan invested in computing power will drive 3 to 4 yuan of economic output. In 2021, the scale of my country's computing power industry will reach 2.6 trillion yuan, directly and indirectly driving the total economic output of 2.2 trillion yuan and 8.2 trillion yuan, respectively.
Whether it is the Internet of Things communication industry or the computing power application market, behind a group of billion-level data achievements is a strong proof of the rapid growth of my country's digital economy. Under the "Overall Layout Plan for Digital China Construction", industrial development is bound to usher in a new era. A wave of growth. Looking at the Internet of Things industry chain, modules, as the nerve center connecting the perception layer and the transmission layer of the Internet of Things, will play an important role in connecting the past and the future in the construction of digital China. Especially when the digital economy scenarios are becoming more and more abundant, the importance of "connection" is more prominent, and the requirements for module products are also more diversified. In addition, all communication modules can be used to collect a large amount of equipment data. Based on these data, enterprises can further conduct relevant analysis, thereby bringing value enhancement to the industry.
As an industry-leading overall solution provider for the Internet of Things, Quectel's module products have leading advantages in connection performance, scene coverage, and innovative field layout, which is why it can continue to lead the cellular module market.
As mentioned above in the fields of 5G and AIoT, Quectel already has a product layout covering the entire series. In 2018, Quectel began to explore the 5G market when the 5G market was not fully highlighted and the technology development was not mature enough. Up to now, a variety of module products covering different chip platforms, different packages, and different application scenarios have been developed. For example, recently, Quectel has launched the new lightweight 5G RedCap module product Rx255C series, which has been favored by the industry recently. With the simultaneous evolution of 3GPP technology, Quectel has also launched a new generation of 3GPP R17 industrial-grade 5G communication modules RG650E series and RG650V series at a speed ahead of the industry. ), enhanced mobile broadband (eMBB), and vertical markets such as industrial automation have higher requirements for wireless communication capabilities.
In the field of smart modules, in line with the development of AI trends, Quectel launched 4G and 5G smart modules and AI computing modules to deeply empower handhelds, smart robots, smart industries, smart agriculture and other fields. It is this advanced innovative concept that enables Quectel to continue to obtain unlimited opportunities in rich scenarios in the era of digital economy.
Module is an important "middleware" in the digital age
It is worth noting that in addition to naming the mobile Internet of Things, computing power, and data value, the "Plan" also clearly proposes to promote the deep integration of digital technology and the real economy, in agriculture, industry, finance, education, medical care, transportation, energy, etc. In key areas, accelerate the innovative application of digital technology. On the whole, the deep integration of the digital economy and the real economy still needs to return to the fundamental issues of "industrial digitalization" and "digital industrialization", which are often talked about. Between the two, to a certain extent, digital industrialization serves as a basic support, providing products, infrastructure and solutions for industrial digitalization, and furthermore, it provides nutrients for the digitalization of physical industries.
The current vanguard of digital transformation and upgrading of traditional industries should be industrial manufacturing. During this process, improving quality, reducing costs and increasing efficiency is an eternal topic of industrial digital transformation, and some time-consuming, repetitive, and dangerous tasks have become the first choice for "machine substitution". Taking the appearance inspection scene as an example, the traditional appearance inspection generally adopts the method of manual naked eye recognition, which wastes labor costs and may also cause misjudgments and misjudgments, and the accuracy is difficult to guarantee. This is why machine vision has been used in appearance inspection in recent years applications are becoming more and more widespread.
In view of this, the Quectel AI visual inspection system can carry out uninterrupted operation 24 hours a day according to the quality inspection standards entered in advance. Compared with the traditional appearance inspection method, the inspection efficiency is increased by about 8 times, and the inspection data can be recorded in real time. , Data trace product quality. With the continuous learning and training of AI equipment, the accuracy of detection has been continuously improved. In 2000 samples, the correct rate reached 99%, which is higher than the industry average of 95%. According to reports, the Quectel visual inspection equipment has a built-in Quectel AI intelligent module SG865W-WF, with a comprehensive computing power of up to 15TOPS, which can fully meet the computing power requirements of visual inspection equipment.
More importantly, Quectel's AI visual inspection system is compatible with the product inspection requirements of various industries, and can quickly realize differential customization. At the same time, Quectel has self-developed algorithm capabilities, and can preset algorithm models including surface classification detection, object recognition, OCR recognition, etc., and is not restricted by hardware brands, and can flexibly adapt to various hardware platforms. This means that the system can quickly respond to the differentiated needs of different industrial segments, and truly solve the pain points of digital transformation that suit the factory business.
In addition to industry, smart agriculture has always been an important issue in the world's economic and social development. By improving the popularization of agricultural digital skills and services, and using digital innovation to achieve efficient and precise agricultural development, my country's smart agriculture is also thriving, changing from the past. The working form of the loess with its back facing the sky. Especially in terms of innovation, 5G's large bandwidth, low latency, and wide connection characteristics make it possible to upgrade the transformation methods that are difficult to achieve or have unsatisfactory application effects with 4G.
For example, the 5G plant protection UAV M4E jointly launched by Quectel and Tiantu Airlines is based on the development of Quectel’s RM500Q 5G module. Various information such as flight trajectory, spraying data, and situational awareness can be transmitted in real time through an efficient 5G network. With the background management system, users can monitor and manage drones anytime and anywhere. If there is a situation, it can be dealt with in the first time, which greatly improves the safety and efficiency of plant protection work.
In addition, for the fields of finance, education, medical care, transportation, energy and other fields mentioned in the "Overall Layout Plan for Digital China Construction", Quectel has already established a layout, and various cellular communication modules and smart modules continue to iterate , Empowering the digital transformation of traditional industries. It is true that neither the development of industrial digitalization nor the construction of the national digital economy is easy to achieve overnight, but needs to be gradually promoted with technological iterations and clear demands, especially in today's changing needs of end consumers. It is also a dynamic process. In this process, it is even more necessary for relevant companies to consolidate their technical capabilities and monitor market trends in order to be able to catch up with new opportunities in the digital economy.
For Quectel Communications, its unshakable position in the cellular module market is obvious to all. More importantly, it has continuously expanded its business scope around the main business of modules, and has transformed into an overall solution provider for the Internet of Things. Enrich and improve the product layout, and continuously develop products that meet the needs of users. In recent years, focusing on user needs, Quectel has launched a series of new products, including 5G R16, 5G R17, 5G LAN, 5G RedCap, WiFi HaLow, satellite communication modules, UWB modules, high-performance antennas, etc.
write at the end
Whether it is upgrading the "Digital China" policy, or repeatedly mentioning "digital economy" in the report, it shows that my country is determined to adhere to high-quality development and strive to be the first in the new wave of digitalization. From the perspective of the timeline, the "Overall Layout Plan for the Construction of Digital China" proposes two nodes: by 2025, a horizontally connected, vertically connected, coordinated and powerful integrated promotion pattern will be basically formed, and important progress will be made in the construction of Digital China; by 2035 , and the level of digital development has entered the forefront of the world.
It is believed that under the clear time node from the top-level design and driven by the actual demand of the industry side, my country's digital economy will maintain a strong acceleration and grow rapidly. As far as companies with leading advantages are concerned, they are bound to continue to lead the industry in the digital economy era.