'An egg is broken from the outside, it's just an egg, it's boiled. If the egg breaks from it, it's reborn.' Words, and have been pondering, looking for Foxconn 'rebirth' opportunities.
Obviously, Gou Ting-ming has now found a chance to 'rebirth' and turned to the next thirty years.
Foxconn Technology Group President Terry Gou
On June 6, Terry Gou announced: In the context of the integration of the real economy and the digital economy, Foxconn is committed to promoting the integration of the Internet, big data, and artificial intelligence with the real economy, and deepening the implementation of the Industrial Internet's innovation and development strategy.
Two days later, Foxconn Industrial Internet Co., Ltd. (601138.SH), which was responsible for the transformation of Foxconn, officially landed on the A shares. The stock is referred to as 'industry rich'.
'This is not a 10-year plan. It is a 30-year plan. Maybe it's me. Of course it's impossible for me to continue to manage it.' Gou Ming-ming revealed that now Foxconn is cultivating young people from all over the world, perhaps a few years later. They will be handed over to them for management. Young people will learn faster. The 'elderly people' will generally have some traditional 'baggage'.
Moreover, Gou is working on transforming Foxconn’s business model into Partner system He said that this time the Industrial Fortune Union is listed on the mainland, mainly to make it easier for employees to share the company's stocks. After listing, it will start to formulate employee stock incentive plans to motivate talents and retain talents.
Big crocodile gathers: Industrial Internet looms four dominant factions
The 36-day “lightning meeting” of industrial riches has increased the popularity of the industrial Internet. Foxconn is not the first to launch industrial Internet giants. Of course, it cannot be the last one. In the field of home appliances, Haier and the United States are at the same track as Foxconn. of.
On the eve of AWE2018 (China Household Electrical Appliances and Consumer Electronics Fair) on March 7th, Midea made public its complete set of industrial Internet solutions, KUKA robots, and the combination of “Yiyun Zhiqian” industrial Internet platform. Haier has also been actively promoting its Mass-customized industrial Internet platform COSMOPlat, which has been copied from Haier Interconnected Factory to 12 industries including electronics, textiles, equipment, construction, transportation, and chemicals, as well as 11 regions and 20 countries, serves 35,000 companies worldwide. Achieve cross-industry, cross-domain expansion and services.
In fact, when explaining Foxconn's smart industrial Internet service system, Terry Goh used the Foxcon BEACON platform to benchmark GE's Predix platform.
'Foxconn's industrial Internet ecosystem can be described in nine words, namely Cloud Migration, Dazhi Net + Robot. According to Terry Gou, 'cloud' is cloud computing, 'move' is mobile messaging, 'object' is the Internet of Things, ' Big' is big data, 'Wisdom' is artificial intelligence, 'Net' is industrial Internet, plus robots. Foxconn's homemade hardware devices can be applied to the core layer of the industrial Internet platform (information mining and smart touch layer), IaaS Cloud Network layer (network layer), PaaS platform layer (aware layer) and SaaS application layer (configuration layer).
In November 2017, the "Industrial Internet Platform White Paper (2017)" published by the Industrial Internet Industry Alliance (AII) (hereinafter referred to as "White Paper") gave a detailed description of the industrial Internet platform architecture. However, it should be noted that Foxconn To the core layer, in the "white paper" is called the edge layer.
Industrial Internet Platform Industry System
Edge layer , that is, through large-scale, in-depth data collection, and protocol conversion and edge processing of heterogeneous data, building a data foundation for industrial Internet platforms. This field has gathered data collection and integration of Bosch, Intel, IBM, Huawei, Cisco, etc. Network and edge computing enterprise.
Platform layer , Based on general PaaS superimposed big data processing, industrial data analysis, industrial micro-services and other innovative features, build scalable open cloud operating system. This field gathered Bosch, Siemens, ABB, GE and other equipment automation companies, Microsoft, IBM, Huawei, Alibaba Cloud and other ICT companies, UF, SAP, Oracle and other software companies, as well as Haier, Midea, Sany Heavy Industry and other manufacturing companies.
Application layer , To form industrial SaaS and industrial APP that meet different industries and different scenarios, to form the ultimate value of the industrial Internet platform. This field gathers companies in the vertical field such as Softbank, BMW, Mercedes Benz, Foxconn and other companies and uses Decisyon, Sas, Current as The representative of the developer.
Known as infrastructure Network layer , It plays the role of network support, data center and computing center. This field has gathered Google, Pentaho, Apache, Amazon, Microsoft and other data analysis, data management and cloud computing companies.
It is worth mentioning that after the publication of the White Paper, Foxconn organized more than 20,000 cadres to study and take examinations. According to Yu Xiaohui, chief engineer of the China Internet Communication Research Institute, the Secretary-General of the Industrial Internet Industry Alliance, because there are more exams at the same time, There was also a broken condition.
In December 2017, Yu Xiaohui researched and visited Foxconn and had a face-to-face exchange with Gou Ming-ming. Surprised Yu Xiaohui, when he saw a yellowing paper in his office at Gou Ming-ming. His name is “The history and future trend of the Internet in China. 》, It is said that drawing time is around 2009.
'This is a curve about the history and trend of China's Internet development. What impresses me most is that there are several important technical directions for artificial intelligence, virtual reality, etc., which are basically consistent with the actual development.' Yu Xiaohui's feelings From the figure, we can see Foxconn's forward-looking research and prediction of the general trend of technology.
From these phenomena, Yu Xiaohui saw Foxconn's confidence and determination in developing industrial Internet.
Value Support: Four Application Scenarios for Enabling Industrial Internet Platforms
In the eyes of the public, the literal extension of the industrial Internet is roughly equivalent to a smart factory. The value of the industrial Internet platform is mostly based on the intelligence and automation of production. It is not.
According to Terry Gou, the industrial Internet platform has three major characteristics: network effect, Matthew effect and substitution effect.
Network effect On the other hand, the number of people, machines, and objects connected to the industrial Internet is far greater than the number of people connected to the consumer Internet platform. PTC predicts that by 2020 the number of IOT devices will reach 50 billion+. The value of the industrial Internet platform will be the consumer Internet. Platform 100 times, or even 'rich enemy'.
Matthew effect On the other hand, when APPs and users on industrial Internet platforms reach a certain scale, they will form a two-way iterative, mutual promotion of bilateral markets, and the platform will achieve rapid growth in a very short period of time to form a 'winner-take-all' competition. The situation. Who will take the lead on the industrial Internet platform and who will have the leading power to lead development.
Substitution effect On the other hand, the industrial Internet platform can greatly reduce the time, cost, and difficulty of enterprise information deployment. At the same time, it is reconfiguring the precipitation, reuse, and dissemination of industrial knowledge. This will change the path of integration of information technology and industrialization. Fast forward key 'a key to enter the integrated integration stage.
If these three major effects are the macro-strategic interpretation of the industrial Internet platform, then the four major application scenarios are the microscopic value of the industrial Internet platform.
Industrial Internet Platform Application Phase View
Scenario 1: Optimize applications in industrial scenes such as manufacturing processes, production processes, quality management, equipment maintenance, and energy consumption management. Manufacturing process In the scene, the industrial Internet platform can comprehensively analyze the data of process parameters, equipment operation, etc. to find the optimal parameters in the production process and improve the manufacturing quality. For example, GE based on the Predix platform realizes the optimization of drilling process parameters of high pressure turbine blades. The rate of primary molding of a product is increased from less than 25% to more than 95%.
Scenario 2: Optimize enterprise operations management decisions in specific scenarios such as supply chain management, production management and control integration, and enterprise decision management. Supply Chain Management In the scene, the industrial Internet platform can track the on-site material consumption in real time, arrange the supplier to carry out accurate distribution in combination with the inventory, and achieve zero inventory management, effectively reducing the inventory cost. Youngor extracts important data of the supply chain and production system based on the IBM Bluemix platform. Multi-dimensional analysis, optimized supply chain management and increased inventory turnover rate by more than 1 time, inventory cost savings of 250 million yuan, stock loss reduction of more than 30%, factory on-time delivery rate of 99% or more.
Scenario 3: Optimize the allocation and coordination of resources in scenarios such as collaborative manufacturing, manufacturing capability trading, and customization. For example, Customization In the scenario, Haier relied on the COSMOPlat platform to fully interact with users, tracked the entire process of user-customized orders, and connected requirements gathering, product orders, raw material supply, product design, production assembly and intelligent analysis, and created adaptations. The mass customization model of the production system has resulted in more than 6,000 customized and customized solutions, which has increased the user’s order qualification rate by 2% and shortened the lead time by 50%. This enhances the value of the product and also enhances it. The user stickiness.
Scenario 4: Implement product lifecycle management and service optimization in product traceability, product/equipment remote predictive maintenance, and product design feedback. For example, Product Design Feedback Optimization In the scenario, GE uses the Predix platform to help optimize the design of its own engine. The platform first collects and analyzes the usage data after product delivery, relies on the analysis of a large amount of historical accumulated data, and feedback on route operations information, and designs the model, parameters, and manufacturing. The end process, process optimization, through the continuous iteration to achieve engine design improvements and performance improvements.
In fact, the industrial Internet platform has organically connected the supply side and demand side, the supply side is artificial intelligence + big data + cloud computing + internet of things, and the demand side is a new approach + new solution + new ecology. The connection between the two has resulted. Huge economic value. According to the report of the think tank think-tank, the Industrial Internet will create economic value of 82 trillion US dollars in 2025, accounting for one-half of the world's total economic volume. The industrial Internet platform will become the new competition for enterprise competition. The new direction of industrial layout and the new focus of competition among major countries.
Xie Shaofeng, director of the Information and Software Services Department of the Ministry of Industry and Information Technology, stated that the industrial Internet is an important support for the new round of industrial revolution in the world and has become the focus of attention of all parties. The party’s report on the Nineteenth Congress pointed out that 'to promote the Internet, big data, The deep integration of artificial intelligence and the real economy'. General Secretary Xi Jinping stressed that 'we must deepen the implementation of the Industrial Internet's innovation and development strategy'. On November 27 last year, the State Council issued the "Guidance on Deepening the Internet and Advanced Manufacturing Industry to Develop the Industrial Internet". The Prime Minister pointed out in the government work report of 2018 that 'developing an industrial Internet platform' should be adopted. Accelerating the development of the industrial Internet is not only a strategic choice to adapt to the development trend of the technology industry, to seize the future high ground of the industry, but also to promote the transformation of manufacturing quality, efficiency, and supply reform in China. , The inevitable choice for achieving high quality economic development.