(Featured Report**: Phantom Think Tank).
The key to improving the global competitiveness of China's manufacturing industry lies in high-end manufacturingThe industrial Internet is the key direction of policy guidance.
China is gradually shifting from the extensive demographic dividend manufacturing industry to the high-end manufacturing of engineer dividends, and the integration, platformization and intelligence of industrial networks are the key directions for industrial enterprises to reduce costs and improve efficiency, and then enhance global competitiveness. Based on this, China's industrial Internet guidance and support measures continue to be introduced, and the current "1+5+N" policy system has been basically formed, and 22 provincial-level localities across the country will write the industrial Internet into the 2023 work report, and China's first-class + local industrial Internet system covering the entire industrial industry is accelerating.
New industrialization has spawned a large number of device connections, and the downstream market segment has been driven by multi-point flowering.
New industrialization emphasizes convergence and interconnection, bringing about massive demand for network access ports. According to CMI, the global industrial Ethernet switch market size will be about 3.3 billion yuan in 2023, and it is expected to grow at 7A compound growth rate of 1%. From the perspective of segmented scenarios, intelligent manufacturing, intelligent mining, photovoltaic energy storage, intelligent driving, intelligent transportation, and railway and urban rail have all maintained strong digital investment growth. Industrial communication equipment such as industrial switches, as industrial digital connection bases, will inevitably benefit from the improvement of digital and intelligent investment in various industries, and the alternating drive of many downstream scenarios will also enhance the certainty of future performance growth of industrial communication equipment manufacturers.
New technologies such as industrial artificial intelligence and 5G + industrial Internet have injected new growth momentum into industrial communication equipment.
With the gradual improvement of the large model of the industrial industry, the new demand for edge computing power in industrial networks has increased, and the shipment of edge computing gateways and other equipment with computing power is expected to increase. In addition, China's 5G + industrial Internet construction has achieved good results, and by 2023, 300 5G factories have been built, with a total construction investment of nearly 10 billion yuan, covering 25 major categories of the national economy. In the actual production of 5G factories, intelligent empowerment can bring about 20% efficiency improvement to key indicators such as production capacity, operating costs, and energy efficiency. With the advancement of the construction of 5G + industrial Internet, the demand for wireless converged communication equipment such as wireless gateways is expected to continue to grow.
An excerpt from the original report is as follows:
This article is for informational purposes only and does not represent any investment advice from us. 【Phantom Think Tank].The information shared is only recommended reading, please refer to the original report for use.