Analysis of China's software industry market in the first half of 2014

 

In the first half of 2014, China's software and information technology service industry continued to stabilize and slow down, with steady growth in profits, overall software exports stabilized, and central cities accelerated structural adjustment, with a growth rate lower than the same period last year. In the second half of the year, the weak recovery of the world economy and industrial transformation and adjustment will put some pressure on industrial development. However, the "micro-stimulus" policy will gradually increase, and the information consumption boom will boost its role, opportunities for rapid development in key fields such as cloud computing, big data, and mobile Internet are expected to grow at 20% ~ In the range of 22%. Revenue growth declines, profits grow steadily, 1 ~ In May, revenue in the software and information technology services industry increased by 20.9% year on year, and profits increased by 22.4% year on year. The software and information technology service industry is affected by the downward economic pressure and the weakness of the domestic macro economy. The growth of revenue continues to decline, and the decline has increased. 1 ~ In May, China's software and information technology service industry achieved a business income of 1325.4 billion yuan, a year-on-year growth of 20.9% ~ March and 1 ~ In April, it was basically the same, but less than 3.3 age points in the same period last year. Among them, the revenue completed in March was 296.8 billion yuan, a year-on-year increase of 20.6%, and the growth rate was 0.8 age points lower than that in March. Driven by industry transformation and favorable policies, the profitability of enterprises has stabilized. 1 ~ In May, the total profit was RMB 144.2 billion, a year-on-year increase of 22.4%. The growth rate was 1.9 age points higher than that in the same period of the previous year ~ In April, it was basically the same. The integrated circuit design increases steadily, and data processing and operation continue to lead the way. With the popularization of broadband Internet and the rapid growth of connected devices, the explosive growth of data has promoted the rapid development of data processing and storage services. 1 ~ In May, data processing and storage services continued to lead the industry's growth, achieving revenue of 243 billion yuan, a year-on-year growth of 27%. The growth rate was 2.8 Age points higher than that in the same period of the previous year, accounting for 18.3% of the entire industry; the growth of software products, information system integration services and embedded system software slowed down, with revenues of RMB 414.1 billion, RMB 264.9 billion, and RMB 223 billion respectively, up 19.6%, 18.7%, and 18.3% year on year, the growth rate was lower than 7.6, 6.8, and 0.9 age points in the same period of the previous year. The revenue of Information Technology Consulting Services was 139.9 billion yuan, a year-on-year increase of 22.9%. The growth rate was 2 age points higher than the industry average, however, it is still 1.8 age points lower than that in the same period of the previous year. The integrated circuit design industry maintains rapid growth driven by policy overlay and industry recovery ~ Revenue reached May billion yuan in 40.5 billion, a year-on-year increase of 22.3%, with a growth rate above 1 ~ April and 2.4 age points in 10.4 and the same period of the previous year are the only sector in the industry that grew faster than last year. Software exports grew steadily and service outsourcing rebounded slightly. With the slow recovery of the global economy and the recovery of overseas demand markets, software exports continue to grow. 1 ~ In May, the software industry exported 18.2 billion US dollars, up 14.8% year on year, with a growth rate of 1-year ~ April and 1.4 age points higher in 4.7 and the same period of the previous year. Among them, the export of outsourcing services increased by 18.6%, over 2.1 age points in the same period of the previous year; the export of embedded system software increased by 12.7%, over 2.4 age points in the same period of the previous year. The growth in the Central region is growing rapidly, and the central cities are warming up. Driven by the strong investment demand for informatization in central cities and the gradual implementation of industrial support policies, the software industry in the central region has developed rapidly. 1 ~ In May, the software business revenue of the Central Region was RMB 49.1 billion, a year-on-year increase of 28.8%, Which is 7.9 age points higher than the national average. The growth of the Eastern, Western, and northeast regions continued to stabilize and slow, the software business revenue was RMB 1025.4 billion, RMB 118.4 billion, and RMB 132.5 billion respectively, up 20%, 24.1%, and 22.6% year on year. The growth rate was 3.6, 3.5, and 2 age points lower than the same period of the previous year. The software business revenue of 15 central cities nationwide was RMB 771.5 billion, up 23.5% year-on-year, down 3.1 Age points from the same period of the previous year ~ April and 1 ~ It rebounded by March and 0.5 age points in 1.2. From the perspective of income structure, the Central City leads the industry transformation and development. Information system integration services in 15 central cities slowed down significantly, with a growth rate of 9.5 age points lower than that in the same period of the previous year. Data processing and storage services increased by 28%, an increase of 1 percentage point higher than the national average. The information security situation is grim. The profitability in new fields is weak. At present, there are major problems such as poor network information security and profitability of enterprises in emerging fields. With the rapid development of information technology, the information security situation is becoming increasingly serious. In the first half of this year, security events such as Ctrip's Web leaks, Windows XP service termination, and OpenSSL vulnerabilities frequently occurred. network information security problems have risen from industry risks to global strategic issues. The rapid development of mobile Internet, cloud computing and other emerging fields has brought new adjustments to information security. In terms of mobile Internet, with the full penetration of mobile Internet into various fields, mobile security issues are highlighted, user information leaks, QR code scanning traps, mobile fast payment frauds, and vicious competition among mobile applications occur from time to time. According to the 360 mobile phone security status report released by the first quarter of 2014 mobile phone security center, in the first quarter of this year, a total of 0.2153 million new malicious program samples were intercepted on the Android platform, an increase of 2013 from the 99.6 thousand in the same period of 116%. In terms of cloud computing, unclear data locations and unclear data isolation in the cloud computing environment make information security protection difficult, this year, overseas cloud services such as Microsoft and Amazon have been successively deployed, which has also aggravated national information security risks. In terms of big data, big data aggregation greatly increases the risk of data leakage and provides more opportunities and means for hacker attacks. The original information security infrastructure is difficult to form a powerful guarantee, the industry is constantly calling for big data industry legislation. At present, cloud computing, mobile Internet and other emerging fields are developing rapidly, but there is always a lack of effective business models, leading to a poor profitability of enterprises. In the cloud computing field, due to the lack of enterprise-level applications, the profit model has become the biggest confusion for cloud enterprises. Since its founding in 2005, cloud storage company box has suffered huge losses year after year. As of January 31, 2014, it has suffered a cumulative loss of $0.3612 billion. Workday cloud service sales and marketing costs accounted for more than 0.354 billion of the company's total revenue ($ 55%) during the same period. In the mobile Internet field, the lack of effective business models has become a bottleneck for development. As the largest social network platform, with a base of 0.6 billion million users, the profit model remains unclear. By the end of May, the public platform launched stores, both for Mobile shopping and o2o (online payment and offline services), as well as the exploration and attempt of profit models. Rapid development in emerging fields: Enterprises with cross-border mergers and acquisitions are active in the second half of the year. The industry will continue to stabilize and slow down as a whole, and the industry is expected to grow at 20% ~ In the range of 22%. In general, according to the development rules of software and information technology services over the years, the second half of the year will be the peak season for revenue recognition, and the industry as a whole will continue to slow down on the basis of steady growth in the first half of the year, the industry is expected to grow at 20% ~ In the range of 22%. Rapid development in emerging fields such as information security, cloud computing, and big data. Benefiting from the policy dividend, information security is expected to usher in a rapid development period. From upstream software technology to downstream hardware manufacturing, information security vendors will face rare development opportunities, and promote accelerated integration of high-quality resources in the industry. The development of cloud computing is gradually maturing, and applications in education, medical care, finance, and other industries and fields are rapidly developing. Big Data has highlighted its application value in medical care, finance, transportation, logistics, Internet, and other fields. Cross-border mergers and acquisitions of enterprises are increasingly active. With the accelerated integration of various information technologies, networks, and businesses, cross-border mergers and acquisitions have become an important means for domestic and foreign IT enterprises to extend their businesses to emerging fields, quickly supplement their own short boards, and improve their business systems. In the future, with the in-depth development of industrial consolidation, cross-border mergers and acquisitions of enterprises will become the norm.