Three major trends of the industrial Internet in the second half of 2020

Source | DZL customized chain

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If before 2020, the industrial Internet was still an option in the second half of the Internet in the eyes of many operators, then now it has undoubtedly become a must-answer question for managers thinking about the future development of enterprises.

Tencent, Alibaba, JD.com, Huawei, Baidu, Bytedance... Each giant has become the absolute "king" in its own field of expertise in this exam. Their excellent results are inseparable from persistence and innovation based on their main line of business.

From the C-side, Tencent's social networking, Alibaba's e-commerce, JD's logistics, Baidu's search, Ping An's finance...the giants' traditional businesses have opened up a huge gap with their competitors. However, after the big exam, many people It was found that what really opened up the market position of the giants was their advance layout on the enterprise side.

New businesses on the B-side are increasingly becoming new additions to Internet companies. Tencent Classroom in the online education field, WeChat Enterprise on the enterprise side, Alibaba’s office software DingTalk, and JD.com’s “JD Huicai” on the enterprise side are based on the C-side. On the Internet, giants have already started to empower the B-side.

After all, the TO B market is in a blue ocean, and whoever can do it better will have more say in the market.

Looking at the TO B layout of all giants, you will find that their development logic is based on more intelligent solutions based on the original business or partner business. Under the big test, it has undoubtedly brought changes to the domestic To B industry. Not a small change.

01

To B market explodes rapidly

Data statistics found that the cumulative market value of China's top 10 Internet companies by market value increased from US$1,367.8 billion on December 31, 2019 to US$2,172.1 billion on August 29, 2020, an increase of 58.8%. Among them, the number of members of the 100 Billion Dollar Club (listed Chinese Internet companies with a market value of more than 100 billion US dollars) increased from 2 (Alibaba and Tencent) to 5 (newly added Meituan Dianping, JD.com, and Pinduoduo); the 10 Billion Dollar Club The number of members also increased from 18 to 27.

The logic behind the rise in the market value of Internet companies is actually not difficult to understand. Most Internet companies are mainly engaged in online business and have been less affected. Industries such as medical care, education, shopping, entertainment, games, e-commerce, and food delivery have even reached a stage. If the market value is good, the market value of the giants will be infinitely magnified, and the rising tide will lift all boats.

In fact, what is changing is undoubtedly the To B enterprise market. Whether it is the office model, business model, company operating model, publicity channels, etc., they are undergoing irreversible changes. Offline, standardization, and informatization trends are increasingly becoming mainstream.

The transformation of the model has replaced the inherent form of people and goods stores, and enterprise consumer demand has gradually increased. For example, the number of online office enterprise users of DingTalk has soared, and Douyin short videos have become increasingly popular for enterprises to bring goods.

In order to better survive, more and more companies have to rely on existing plans to transform their original businesses, and this transformation, for TO B-side service providers, means a huge and rapidly exploding market. .

02

“Transformation and Reshaping” of Technology and Scenarios

The Industrial Internet itself is defined as an Internet-style transformation and reshaping of the industry-side model. It is a progressive innovation with institutions and organizations as the main body. It shifts the main body of Internet services from consumers to institutions and organizations, and it is more based on C-side experience. Serve the B-side well, provide new momentum and rejuvenate other industries.

Its tools are inseparable from cloud computing, AI, big data and other technologies that have been verified or are being verified by Internet companies. In the first half of 2020, Internet technology has been honed and transformed to the greatest extent, which has also accelerated the evolution path of scenario-based solutions and promoted the combination and application of technology and scenarios.

The original industry solutions can no longer support the needs of B-end users, and the giants have to start exploring the dual "combination" of technology and scenarios. For example, Tencent, Alibaba, and Toutiao, although many of their technologies have been verified and applied in internal business scenarios, the external scenarios are generally representative and popular, and fit the external development environment.

It is foreseeable that the complementation and promotion of scenario-based industry solutions and technologies will definitely be the mainstream direction of future To B-end enterprise development in the next three to five years.

03

Industrialization for all, long-term industry development

If the previous promotion of the industrial Internet was driven by market awareness and the company's own development willingness, then after the first half of 2020, this problem will no longer exist.

Because no matter what industry they are in, companies’ willingness to digitize is infinitely amplifying. This bottom-up will is enough to gather force to promote the accelerated development of the industrial Internet, and the direction of national industrialization and interconnection will be further accelerated.

They say every test is a new opportunity. SARS created a series of Internet era giants such as Taobao and JD.com. The new crown epidemic has rapidly promoted changes in the B-side industry. The companies themselves and powerful Internet giants have all gone out of business, just so that they no longer miss the opportunity of the industrial Internet.

The strong will always be strong, seize opportunities and become the new law.

Where there is a need, there will be a market, and where there is a market, there will be new growth points.

In the next 3 to 5 years, it is certain that the industrial Internet will definitely bring enough surprises to the Chinese market.