Intelligent security refers to the information technology of services, image transmission and storage technology, a complete intelligent security system mainly includes access control, alarm and monitoring three major parts.
China's intelligent security industry development status
In recent years, with the support of national policies, the SkyNet project, safe city, snow bright project and other projects have been landed, driving the domestic security industry market to maintain a high growth trend. At the same time, artificial intelligence, big data, cloud computing and the Internet of Things and other new technologies and security to achieve rapid integration, so that the industry's boundaries continue to generalize, AIoT era has arrived.
In the past two years, the U.S. and China trade war, the new crown pneumonia epidemic, the lack of core price increases and other factors, the security industry has formed an intensive impact on the global security market demand are sluggish trend, the domestic security million dollar project market size has been reduced, safe city and snow project (a) project began to enter the stock update and optimization phase. After the epidemic, to enhance the city in the management, emergency and other aspects of the level of intelligence has been an important element of urban upgrading, and the government proposed in 2020, "new infrastructure" echoes the current digital transformation in thousands of industries, intelligent upgrading, integration and innovation needs, has given rise to many new applications, and intelligent security as one of the scenarios, has been given a new mission to open a new incremental market.
China Smart Security Equipment Market Overview
In the past year, due to the outbreak of the epidemic, in addition to the epidemic-related emergency security projects in the country, the supply of other security construction projects are mostly in a postponed state, as the impact of the epidemic still exists, for the entire security market is full of many unknown variables. From an overall perspective, during the epidemic revealed weak infrastructure, information silos and other shortcomings, the industry is still a distance from the real AIoT, it is expected that the next few years will still usher in the full development of intelligent security.
For China's security equipment market research results, a&s Research statistics, in 2020 China's security equipment market reached 145.52 billion yuan, including video surveillance market reached 71.8 billion yuan, burglar alarm market reached 19 billion yuan, access control market reached 32 billion yuan, building intercom / smart home market reached 22.7 billion yuan.
In the past year, the development of security equipment market mainly shows the following characteristics: First, by the epidemic and the impact of trade between China and the United States, the domestic security market growth slowed down significantly, the concentration of the industry further concentration; Second, during the epidemic, community management led to the growth of the entrance and exit control market, while the "home" economic development led to the growth of smart home equipment Both development in the past year have seen significant progress; third is affected by the lack of upstream capacity and shortage of raw materials, raw material prices jumped in various industries, supply shortages, order cycle extension and other phenomena, according to Goldman Sachs research report in early June, the world's more than 169 industries in some degree affected by the shortage of chips, which is also known as one of the most difficult supply chain challenges in the past two years. Among them, smart cars and smart security are most prominently affected, according to market feedback, only the same camera products, the one-year increase will reach 30% to 40%.
a & s Research that the global epidemic is still not over, the overall economic environment there are still many unstable factors, while the upstream chip supply can not return to normal in the short term, rising chip prices, invisible will also squeeze product margins, if continued, will undoubtedly trigger a new round of reshuffling of the security industry.
Intelligent security industry chain analysis
Traditional security industry generally includes hardware equipment manufacturers (video capture, video transmission, display systems and storage systems), system integrators and operational service providers, of which hardware equipment manufacturers are the core of the entire industry. With the landing of artificial intelligence in the security industry, security into the era of intelligent security, the core of the industry chain began to software applications, the industry chain there are many new players, such as cross-border into the security industry ICT / IT, Internet vendors, AI creators, whose business involves AI chips, intelligent algorithms, data fusion, big data analysis services, etc., and the traditional industry chain to form a competing relationship.
In other words, the intelligent security industry chain and user needs will be more complex than traditional security, no one company can achieve all-inclusive, in recent years, the industry's largest companies began to launch their own ecological platform, aggregating industry chain partners, and small businesses must follow the pace to join the ecological platform system.
The digital economy, the global ICT market has long been from the pilot innovation period of new technologies and delivery models into the multiplier innovation period of the platform and ecological community stage. ICT industry this development trend also began to spread to the security industry, which means that all enterprises in the security industry chain is not only facing the challenge of technology and the integration of the actual scene, but also facing the challenge of digital transformation of the overall business. In this trend, the mainstream security manufacturers have been from the platform and ecological level, the integration of industry-wide resources, the establishment of a cooperative ecosystem to expand the business boundary map, while empowering the digital construction of the industry.
Through the industry ecosystem, traditional security giants built to make up for their shortcomings in technology research and development, AI companies can be in the ecosystem, access to more market resources, data, and their urgent need for market experience. With the joint construction of the security ecosystem has become the industry consensus. Security market competition from the simple hardware competition, the dimension of the solution, up to the competition of the industrial ecosystem, the core of which is the strength of technical empowerment, platform open capacity and the ability to recruit partners.
In China, the main way to build the ecology is corporate cooperation and mergers and acquisitions, the carrier is the cloud platform, and the core is artificial intelligence technology. However, due to the different genes, there are differences in the interpretation of "ecological cooperation", such as in algorithms, computing power, data, products, marketing, funding, services, etc. have their own bias. However, it is worth noting that this does not mean that the competition between companies is gradually fading, but on another level, it has intensified the competitive situation of the industry.
First, although each focus on the ecological level is different, but are in the aggregation of the industry chain of partners, division of labor synergies, joint cooperation to drive the application of AI projects on the ground. Short-term intelligent security industry ecological cooperation will become more and more obvious, but with the maturity and development of the ecology, the long-term view of the future between the ecology of the giant is bound to have a vicious battle, and even developed to the stage of close physical combat, at this level, will be more severe than the competition between enterprises.
Second, small and medium-sized enterprises can not build standards, build scale, do the platform to participate in the ecological construction, dependent on the large platform to do development and upgrading, become the ecological links or fulcrum, but for the lack of talent, technology, capital, market influence of enterprises, in the future may continue to be marginalized by the industry and lose market competitiveness.
Third, the competition between the ecology is also cross-border cross-line competition, competitiveness will come from the combination of the advantages of industry integration and influence, currently in the Internet has formed such a trend, any downward strike for traditional enterprises will be a great challenge.
For the intelligent security industry, the future of the business model will be the competition of the ecosystem.
This article is reprinted from https://www.shangyexinzhi.com/article/5613664.html
