The essence of "Industry 4.0" is the industrial Internet. The convergence of "Internet + Manufacturing" is a revolution of the times, disruption and self-subversion. In fact, in the past 15 years, we have witnessed the automation to Internetization, and also gained insight into the technological changes brought about by the Internet of Everything. "Industry 4.0" is the last industrial revolution in human society, to quote the original words of the Minister of Industry and Information Technology Miao Wei: "Internet +" is a huge concept, "Internet + manufacturing "The most qualified," "Industry 4.0" will also become "Internet +" the first breakthrough in a field.
In the field of China's mobile Internet, in the past 15 years, all the resources and funds are pressed in the tertiary industry, that is, the service industry, so we call it the consumer Internet. Now the mobile Internet came to the secondary industry industry, the primary industry agriculture. According to Jack Ma's statement Internet is the top level infrastructure of our society today, which is water, electricity, coal and highway. Then, with the mobile Internet on the industrial field, agricultural field of subversion, invasion, in fact, the entire mobile Internet I personally believe that it enters the deep re-engineering, deep re-generation of efficiency of a stage.
"Industry 4.0" is a huge concept, the core of which is "intelligent manufacturing". It has a huge impact on the whole industry in China. Because China is the world's largest manufacturing country, so that "Industry 4.0" not only affects China's economy, but also affects the future development of China as a whole. First, it will affect the employment in China, because in the manufacturing field, the employment of more than 80 million people. Second, it will affect China's economic exports. Third, it will affect China's military defense. Impact on all our products, manufacturing, processes, supply chain, so that "Industry 4.0" is subverting the entire production model of the traditional industry in the industry. Industry 4.0 brings three major dividend areas
"Industry 4.0" just started in 2013. According to some opinions, it will continue for 30 to 40 years. So, "Industry 4.0" is a huge trillion-dollar market, and there will be more than 300 listed companies in the capital market in the next 10 years in the field of "Industry 4.0". What categories of companies will have more opportunities? Understanding is as follows:
The first category, smart factory. It is also divided into two subcategories: 1, traditional factories transformed into smart factories. 2, born to be a smart factory.
The second category, technology solutions company. For the manufacturing industry to provide smart factories, top-level design, transformation path map, hardware and software integration facilities, "Industry 4.0" solution company, the total integrator. In fact, there are 4 million traditional manufacturing enterprises in China, in the next 10 years, or even 20 years, they will gradually step by step transformation into "Industry 4.0" factory. So there's a huge market here.
The third category, for China's manufacturing industry into "Industry 4.0" process of the nine technology suppliers, including industrial Internet of Things, industrial network security, industrial big data, cloud computing platforms and so on.
In the "Industry 4.0" solution, including software and hardware. Software includes industrial internet of things, industrial network security, industrial big data, cloud computing platforms, MES systems, virtual reality, artificial intelligence, and automation to support work. Hardware has robots (including high-end components), sensors, RFID, 3D printing, machine vision, intelligent logistics, also AGV, PLC, data collectors, industrial switches and so on.
Miss Industry 4.0, miss this era
Industry 3.0 to 4.0 has two core signs.
First, from containers in the 3.0 era to express delivery now, which answers why the role of express delivery companies like SF Express has become immense in the Internet era. Whereas in the industrial age, the role of EMS was not as great. So the core symbol of the industrial age was the container, and the core symbol of the internet age is the courier.
The second symbol, from mold to data. We know that the industrial age, the entire global manufacturing the most typical company is Foxconn, Guo also said, mold is the mother of industry, IE is the father of industry. Therefore, Foxconn, BYD, including Toyota, they all take the mold and IE as the core key capabilities, which can also be called the industrial era, or 3.0 era is marked by the mold. Then, the 4.0 era, according to what Alibaba's Jack Ma said some time ago, is called DT, which is the technology of data. So, 3.0 to 4.0 core mark is from mold to data. This is a huge industrial revolution, missed the "Industry 4.0", in fact, also missed the era.
As a result of the new round of technological revolution led to a new round of industrial revolution. This premise is very important, that is to say, without this round of scientific and technological revolution, there will be no this round of industrial revolution. German Industry 4.0, by an information, a network, four major themes, three integration, eight programs composed of the framework structure. Germany puts forward the overall framework of Industry 4.0 has a lot of places and China is different, operation above there is still a certain distance.
According to forecasts, the fourth industrial revolution continues to visualize about 30 to 40 years, so that Industry 4.0 mobile Internet subversion of China's industry, re-engineering and integration has just begun.