At the beginning of 2018, the leaders of the Ministry of Industry and Information Technology inspected the Lenovo Group. The message for the development of Lenovo's industrial big data business was that it hoped that Lenovo's industrial big data business could do more, thus creating a new association.
As an IT vendor, how does Lenovo transform into an industrial Internet provider? In the crowded industrial Internet market, how does Lenovo break through various challenges? Can Lenovo's big data business become an important engine for Lenovo's transformation and create a new Lenovo?
Industrial Internet as Lenovo's new battlefield The capital market has always been sensitive to smell, and it has long been heard that China’s industrial Internet market is about to open up a new atmosphere. In November 2017, the State Council issued the “Guiding Opinion on Deepening the 'Internet + Advanced Manufacturing Industry' Development of Industrial Internet” and clearly stated that From the 'supply side' and 'demand side' sides, efforts were made to foster the platform, test the platform, verify that the 1 million industrial enterprises Shangyun and 1 million industrial APP cultivation will focus on the four aspects of work, and accelerate the formation of an industrial Internet platform application system. Since March this year, China's industrial Internet-related concept stocks have started to soar.
According to the statistics of consulting firm IoT Analytics, the number of global industrial Internet platforms exceeds 150, and the scale of the industrial Internet platform market in 2021 is expected to reach 1.644 billion U.S. dollars.
Looking at these figures in a short period of time, the industrial Internet platform market is not large, but its pulling effect, radiation effect and magic effect have enormous imagination. Just like Ma Yun, Li Yanhong and Ma Huateng began to be Alibaba more than ten years ago. When Baidu and Tencent did not expect that they would have such a huge impact on China’s economy today, Industrial Internet and Industrial Internet would be a bigger market than the consumer Internet, which would bring a bigger one. Industrial change.
Right now, global industries are evolving toward networking, collaboration, and intelligence, and are entering a new transition period. The integration of industrial and information technologies is changing industrial manufacturing methods, product forms, and business models.
As a key support for industrial transformation, the development of industrial Internet platforms is in a critical period of undefined landscape. The period of scale expansion and the period of opportunity to seize the dominant power, An Yipeng, deputy director of the Ministry of Industry and Information Technology, said that the industrial Internet platform is becoming a leading enterprise. New competition track.
Many leading companies have made a series of important strategic deployments around the industrial Internet platform. Siemens, GE, Bosch and other industrial giants have accelerated to enter this field. In fact, not only industrial companies, including Internet giants, but IT giants Have joined forces with industrial companies to join the competition in this new track.
According to the description of Zhu Min, deputy director of the Informatization and Industrialization Integration Research Institute of the China Institute of Information and Communications, the global platform for information technology development is undergoing four stages of the development of cloud platforms, big data platforms, and Internet of things platforms to industrial Internet platforms. In the first stage, the cloud computing platform represented by Amazon AWS and Microsoft Azure was formed; the second stage formed the big data platform represented by SAP HANA and Teradata Aster; the third stage formed Amazon AWS IoT, Microsoft Azure IoT, IBM Watson IoT represents the Internet of things platform; In the fourth phase, the industrial Internet platform represented by GE Predix and Siemens MindSphere is developing rapidly, showing explosive growth.
In recent years, Lenovo has been looking for ways to transform. At the Lenovo Spring Festival party held in February this year, Yang Yuanqing, chairman and CEO of Lenovo Group, said that to make 'intelligence' and 'trustworthy' become a new label of Lenovo, Lenovo Group will focus on intelligent three-factor data, computing power, and algorithms to fully implement smart changes. At the two conferences held in March this year, Yang Yuanqing once again stated that Lenovo has made a comprehensive attack in areas such as artificial intelligence, Internet of Things, and intelligent manufacturing. The overall layout of big data, computing power and algorithms, on the one hand, actively promotes the intelligent transformation within the group, on the other hand, it is also working hard to promote industry intelligence. Its own intelligent changes and changes in the industry's intelligence are changes in Lenovo Group. Two key dimensions of 'Smart Lenovo'.
Lenovo promoted the industry intelligence and promoted the main body of industrial intelligence. Tian Tianhui was responsible for the data intelligence business department.
Do it by yourself Lenovo's big data division is not the only idea to start industrial big data today, and the accumulation of industrial data resources has not only recently begun.
According to Tian Rihui, Lenovo’s big data platform, LeapAI construction of Lenovo’s industrial Internet platform began in 2011, and the driving force behind the drive came from Lenovo itself. After Lenovo’s smartphone and app store users break 100 million, Lenovo needs to use hundreds of millions of dollars. Users use data to further optimize the manufacture of smart phones, such as the relationship between user usage patterns and mobile phone power consumption, in order to further optimize the quality of mobile phone manufacturing.
And further taste of the 'sweet' taste from the data was in India. At that time, Lenovo’s mobile phones were sold well in India. The Indian market has a particularity. That is, different gangs have different tax rates. This means that a market needs more. Assortment, multiple spare parts, if more accurate spare parts can be carried out in different regions and different gang markets, then the efficiency of turnover will be greatly improved. Lenovo used big data analysis precision spare parts in India has achieved very good results.
The deeper the data is digging, the more sweetness is, and the data accumulation of Lenovo is also increasing. From enterprise management data, production line data, product usage data, user service data and user feedback data, even macroeconomics, industry development market competition, etc. Dimensional massive data aggregation is unified. Lenovo has completed a global deployment of ultra-large-scale clusters. Currently, it builds 10 data centers, more than 2,000 servers, and ultra-large-scale clusters of 10PB data capacity, adding 15 billion data records per day, exceeding 30TB of data volume, and supporting associations. Global product innovation, customer management, efficient operations, etc.
Based on its own big data practice results, Lenovo began to think about how to release its own big data capabilities to the outside world and play a greater role.
The case of Baosteel is one of the 'milestone' events in which Lenovo’s big data moves toward a larger industrial market. As an IT service provider, Lenovo provides IT equipment and solutions to customers in various fields. Baosteel is a big customer of Lenovo and gives Baosteel provides sales forecasting solutions and feedback from sales. As we all know, successful sales must be bubbled together with customers. Only bubbles can find new demands of customers before they can have new orders. In 2016, Lenovo’s Baosteel Sales The demand for 'bubble' is 'I hope to more accurately predict the sales of steel'. Lenovo's sales asked his boss, asked Lenovo's data scientist, We have the ability to do such a forecasting program?
'The manufacturing industry is all connected.' Lenovo can accurately make its own sales forecast, and it is also possible to develop a precise forecast model for steel sales. He Zhiqiang said that many manufacturing industries have the same ideas as production lines, quality management, sales forecasts, and after-sales services. Lenovo has experience. The accuracy rate of Baosteel's forecast before that was 670%. Lenovo did a sales forecast for Baosteel and added many new factors to it, increasing it to over 80%. It gave Baosteel a year. Billion yuan in inventory costs.
In 2016, Lenovo LeapAI began to provide services. In addition to Baosteel, more than a dozen big customers became Lenovo's customers. Here we need to mention Lenovo's cooperation with Haima Motors and Weilai Motors. Lenovo and Weilai Automobile jointly developed smart car computing. Platform, Cooperation with Haima Motors applies Lenovo Group’s big data resource operations to Haima Motor’s corporate decision-making. Establishing industry benchmarks through cooperation, Lenovo’s big data services into steel, automobiles, petrochemicals, new energy, heavy equipment manufacturing, circulation, etc. industry.
After Lenovo has set benchmarks in these industries, it still feels slow. To become an industrial big data service provider, in addition to having a platform, the tools also require a large number of algorithm models. The maturity of algorithms and models can not be separated from the data, and the industrial sector So many, only relying on Lenovo, the speed is too slow, so Lenovo thought of opening up, thought of the formation of industrial big data alliance.
On December 8, 2017, Lenovo Group joined hands with Haier COSMOPlat, Tree Root Interconnect, Tencent Cloud, TCL Intelligent Manufacturing, Hollysys, Pactera, and more than 80 companies to form an industrial big data alliance. To speed up the breakthrough of China's industrial Internet. At the meeting for the establishment of the Industrial Internet Alliance, Yang Yuanqing's target for Tian Rihui is 'to serve 100,000 companies for five years'.
New track new run When Lenovo targets the service for 100,000 companies in five years, Lenovo’s competitors are not only their own. How to accelerate growth? How to cooperate with the ecosystem? How to compete with competitors? Become Lenovo on this new track Questions that must be considered.
Tian Rihui said in an exclusive interview with reporters from China Electronics News that the industrial Internet sector today is still far from competition. Because the market has only just begun, each company is still in its own state of growth. Their respective advantages cut into the market in different dimensions. There are currently no giants who eat and monopolize.
Tian Rihui is clear about Lenovo's 'doing something, not doing anything'. Lenovo only makes industrial big data platforms, providing tools, and some algorithm models.
It should be said that the new opportunities for the Industrial Internet are new opportunities, not just Lenovo. GE, Siemens, etc. have seen it in the world. In Haier, Sany Heavy Industry, UF, etc. have also seen it. Although the market has just started, The internet platform has 150 companies worldwide. How does Lenovo win?
He Zhiqiang said that Lenovo has three different places: First, Lenovo itself is an IT company. The big data platform is a big data platform made by people who really do IT. It is not just an industry. This platform is Lenovo's start from scratch. Six years of step-by-step internal practice, external practices are put up. Second, Lenovo is not only an IT vendor. Lenovo is a full-value-chain industry representative, doing hardware, servers, computers, and mobile phones. There are more than 10,000 people in R&D, tens of thousands of people. Sales team, supply chain team, is a typical industry practitioner, not a pure Internet company. Third, Lenovo is a truly international company, Lenovo's manufacturing, sales, service system is spread over 160 countries around the world.
Nowadays, the industrial Internet is not only a technical dimension, but also more critical is the issue of business model and user acceptance. As the leading actor in the industrial Internet, GE has encountered a financial dilemma at present, allowing even more companies to enter the industrial Internet. Think about the key to shake the market.
Tian Rihui believes that the reason why the development of several industrial Internet companies from GE and foreign countries has been hit by a dilemma is that the solution is not enough. The method and path are obviously to put a large number of businesses and equipment of industrial enterprises on the public cloud. And too idealistic. Industrial companies are very pragmatic and need to see the true value before they continue to go to the cloud. To make the enterprise go cloud, to make the industrial enterprise Internet-based, there are several keys, one is to find can be optimized Business pain points. Secondly, we need to work closely with users to find closed loops that are continuously optimized in the actual business. The third is to help users improve data quality. Now most of the data of industrial companies are very extensive, how to improve data quality, and how To improve the data collection dimension, it is necessary for solution providers and users to jointly search for business requirements.
The development of China's industrial Internet is an opportunity to overtake the road. Just as the development of China's consumer Internet can lead the world, China has a large number of industrial enterprises that need transformation and upgrading, and grow together with these companies to help them find a path to transformation and upgrading. Method and platform is the development path of Chinese industrial internet platform enterprises.