The Internet of things and cloud computing has become one of the hottest topics of the moment. The global market for cloud computing services will reach around $42 billion trillion by 2012, according to data estimates by the US international Data Company. and the domestic technical attention to this area has become more and more high, the previous period of time released the "Twelve-Five National Strategic Emerging Industry Development Plan" (hereinafter referred to as "planning") has also been the internet of things and cloud computing project into China's emerging industries, one of the 20 major projects.
And the Internet of things and cloud computing as much attention is also the information Huimin project. "Planning" requires the improvement of modern distance education transmission network and service system, promote telemedicine, promote medical information management and the resident electronic health file management system, promote the standard unification, function compatible Social Security card application, gradually realize the hand of a card and a cartoon. Industry insiders pointed out that improving people's livelihood and promoting urbanization will be the new government's investment focus, so the future of this industry will usher in a wave of market.
Internet of Things and cloud computing engineering strong
The new generation of information technology industry, including the Internet of things and cloud computing, has the characteristics of less resource consumption, small environmental impact, knowledge-intensive, huge market demand, outstanding pulling effect and wide application, which is beneficial to our country to accelerate the transformation of economic development mode, improve the quality of economic development, promote economic and social The Global Cloud computing services market will reach around $42 billion trillion by 2012, the US international data company predicts.
Cloud computing is done by deploying computing and data on a large number of distributed computers. It is understood that the British government cloud platform has begun to run, more than two-thirds of British companies began to use cloud computing services, reducing energy consumption of more than 30%. The Internet of Things is a network formed by the connection between objects with certain perceptual ability and computational ability, which has a great pulling effect on economy and industry.
Technology serves the city of wisdom
An analyst who declined to be named told reporters that the internet of things and cloud computing, one of 20 major projects, will be more vigorously promoted in the Twelve-Five, with some funds and support policies in place. In the promotion of IoT and cloud computing projects, we can focus on its platform, security, service and other industrial development opportunities. For example, its platform to focus on the development of sensor technology enterprises; Security can be concerned about the use of Internet in the field of traffic, electricity and other fields, 721 of mega natural disasters if the use of Internet disaster prevention measures or can reduce damage and damage, from another point of view, the project construction of Internet disaster is expected to accelerate; Service aspects can focus on cloud computing server, terminal applications, such as the breakdown of the industry chain projects.
Zhi, a TMT industry analyst at Warburg Securities, has made a deeper interpretation of the plan: the key to the project is intelligent urban construction under a new generation of technology and the development of a new generation of communications technology. From the industrial chain, in fact, the network of things, cloud computing scale, specialization of the pattern has not formed, after the introduction of policies will stimulate the demand for downstream applications, thus driving the upstream industry's mobility.
Several brokers have also expressed the same opinion. Oriental Securities in the paper said that the major projects are expected to support the pilot demonstration projects and industrial preferential policies landing, leading enterprises will be the most direct beneficiaries. The project is expected to focus on both ends of the industrial chain sensors and industry applications landing. It is recommended to focus on the intelligent transportation, logistics, security and medical fields in the sensor industry chain and industry applications.
Industrial chain Benefits in multi-directional
Zhi said: "The concept of the Internet of things was very early proposed, but did not develop very well, it mainly refers to the short distance communication technology, cloud computing is the key to the two technologies, traffic, medical services play a greater role, such as intelligent transportation, smart medical care, such as urban construction, management technology breakthroughs, detailed point can point to digital chengguan. Because it belongs to the city of different departments of information services technology, belong to the government investment-oriented industry, so the business category belongs to the traditional industry information, industry information enterprises can benefit greatly. In fact, the development of the industry more lies in the scope of innovation more extensive, more innovation, the support of policies to deepen the pace of the development of the industry will be more rapid, wider application, some industrial chain downstream of the cloud application enterprises will also be a significant development.
The analyst, who declined to be named, made a different analysis from both the Internet of things and cloud computing: on the Internet of things, we can pay attention to intelligent instruments, high-performance sensors, listed companies in the production of sensors have hanwei electronics; from the point of view of project construction, the listed companies belonging to Intelligent transportation and intelligent medical care, such as Yi Hua, Silver shares, Ning Software or can benefit.
And cloud computing can focus on its application services listed companies such as Ufida, in the information storage technology involved in the listed companies as a technology is also part of the industrial chain in the process of benefiting from the target one.