With the country accelerating the 3G construction, supporting the development of key industries such as integrated circuits and software, and accelerating substantial progress in “triple play†and the Internet of Things, the emerging information industry will be rejuvenated in the context of national domestic and domestic corporate technological breakthroughs. Vitality.
It is estimated that in the next three years, "triple play" (telecommunications network, radio and television network, and Internet) can drive investment and consumption of 688 billion yuan (RMB. The same applies hereinafter), in which the two-way reconstruction of radio and television cable network, set-top box industry upgrades and audio and video program content The investment in information system construction will reach 249 billion yuan.
According to the phased goal of “Triple Network Integrationâ€, the pilot experience will be summarized and promoted from 2013 to 2015 to fully realize the development of triple play and popularize the application of converged services. By then, with the completion of digitalization and bidirectional upgrading of cable television networks and the improvement of communications infrastructure and equipment, the network will have the ability to carry large-capacity information. Content and service providers will provide customers with rich and colorful information. The contents and services of the categories also give them great development prospects.
In terms of the Internet of Things, it represents the future direction of development. It is known as the third wave of the world's information industry following computers and the Internet, and has a huge market and industrial space. CCID Consulting believes that by 2015, the overall market size of China's Internet of Things will reach 750 billion yuan, and the average annual compound growth rate will exceed 30% in five years. The market outlook will far exceed the single market of computers, the Internet, and mobile communications.
In the future, the country will give policy support in various aspects. During the "12th Five-Year Plan" period, China will formulate and promote the application of China's autonomous coding system, breaking through core technologies and major key common technologies, and initially form a complete set of sensors, chips, software, terminals, complete machines, networks, and business applications. The industry chain fosters a group of IOT industry leaders with strong international competitiveness. At the same time, it will focus on promoting the development of intelligent logistics industry characterized by the Internet of Things. From 2013 to 2015, it will gradually form a system of logistics informationization. In 2015, it will initially establish a coordinated development logistics information system that is compatible with the national modern logistics system.
Stimulated by strategic emerging industries, especially driven by triple play and the Internet of Things, the investment in the telecommunications industry, the broadcasting and TV industry, and the wireless communications industry will grow rapidly and will inevitably bring about huge software service space. It is estimated that The production value of 60% to 70% of the connected industrial chain will be generated in the data processing link in the background.
According to the IDC survey, IT enterprise spending will grow by nearly three times over the next five years, and it is expected that the cloud computing market will reach US$42 billion in 2012. Currently, the introduction of cloud computing by enterprises has gradually become popular, and there is a growing trend year by year. It is estimated that in 2012, the expenditure on cloud computing services will account for 25% of the overall IT costs, and even increased to three-thirds of the total IT expenditure in 2013. one.
On the other hand, the country will put the integrated circuit and software industry in an equally important position, so as to solve the entire industrial chain of integrated circuits. The goal is to cultivate core competitiveness, improve the industrial chain, and improve the market environment. The industrial policy will cover more stages in the chain of tyrants and chains, clarifying the time limit for value-added tax refunds and making VAT more operational.
The government will invest US$25 billion into the chip industry in the next five years, including investing US$5 billion to establish a joint venture between Suzhou Ventures and Elpida, and investing US$5 billion in Shandong Huaxin Semiconductor Co., Ltd., by 2013, China Semiconductor processing plants can meet one-third of China's IC demand.