The list of the 50 most investment-worthy IoT companies has been released

On the 19th, the "2017 China Industrial Internet of Things Industry White Paper" was released in Beijing. At the same time, the "2017 China Industrial Internet of Things Investment Value Top 50" was announced, including 19 equipment manufacturers, 10 platform providers, and 21 system integrators.

The white paper shows that the scale of my country's industrial Internet of Things reached 189.6 billion yuan in 2016, accounting for about 18% of the overall Internet of Things industry. It is expected that driven by policy promotion and application demand, by 2020, the proportion of industrial Internet of Things in the overall Internet of Things industry will reach 25%, and the scale will exceed 450 billion yuan.

Figure 1 China's Industrial Internet of Things industry scale and growth
(data source: CCID Consulting, 2017, 12)

The Industrial Internet of Things is an advanced production model in the digital age that improves manufacturing efficiency, improves product quality, reduces product costs and resource consumption, and ultimately achieves a new stage of upgrading traditional industries to intelligence. At the same time, through the cloud service platform, it integrates cloud computing and big data capabilities for industrial customers to help traditional industrial enterprises transform. The Industrial Internet of Things ultimately emphasizes the interconnection of all things, which is the specific application of the Internet of Things in the industrial field.

Li Ke, vice president of CCID Consulting Co., Ltd., said that in 2016, among the subdivided application fields, the industrial Internet of Things accounted for 19.8% of the Internet of Things market, ranking first among all industries . It can be said that "the application of the Internet of Things in industry has become the most important field of the Internet of Things."

Figure 2 China's Industrial Internet of Things Industry Structure in 2016
(Data Source: CCID Consulting, 2017, 12)

At the same time, Li Ke believes that there are still many outstanding problems in the current industrial Internet of Things industry.

The first is that the basic support is weak and the development of common technologies lags behind . For a long time, China's industrial foundation has been relatively weak. At this stage, China lags behind developed countries such as Europe, the United States, and Japan in common IoT technologies such as key sensor technologies, computer system design technologies, and communication network technologies, and cannot provide strong support for China's industrial transformation.

The second is that the lack of talent restricts development, and financial support needs to be improved . The industrial Internet of Things has the characteristics of diversified application cases and scenarios, and multi-structured data. It requires enterprise employees to use big data to integrate real-time and various unstructured data for predictive and normative analysis. The talents of existing industrial enterprises do not have the ability to conduct relevant analysis and problem solving. In addition, the development of China's industrial Internet of Things is in its infancy, and a large amount of financial support is needed in terms of technology research and development, enterprise cultivation, and product promotion.

Third, the industry is still in its infancy and security issues need to be addressed . With the promotion of the Industrial Internet of Things, hundreds of millions of devices will generate massive amounts of data. At the same time, the possibility of data exposure will continue to increase, threatening the production and application process of industrial systems. Data ownership and security issues are still the focus of discussion between equipment manufacturers and users, and are also issues that need to be urgently addressed in the future promotion and application of the Industrial Internet of Things.

Fourth, the development of enterprises is uneven, and it is difficult for small and medium-sized enterprises to replicate . For some small and medium-sized industrial enterprises, the traditional system integration and customized development concepts cannot be applied to small and medium-sized enterprises. The cost of building the Industrial Internet of Things is too high, making it impossible for large enterprises to replicate the successful model in small enterprises, resulting in the polarization of industrial Internet of Things applications in China. In this regard, the problem of uneven application of the Industrial Internet of Things can be solved by empowering small and medium-sized enterprises through business model innovations such as equipment leasing and building public cloud platforms based on the Internet of Things.

Regarding the future development of the industrial Internet of Things industry, Li Ke suggested that the government grasp the development direction of the international Internet of Things, research and develop core technologies for the development of the Internet of Things industry, continuously introduce or learn from advanced international Internet of Things technologies, and re-innovate technologies based on the actual needs of my country's Internet of Things development.

Based on the analysis and scoring of major industrial IoT companies across the country, CCID Consulting has finally formed the "Top 50 Industrial IoT Investment Value Companies in China in 2017". It is divided into three parts, 19 equipment manufacturers , 10 platform providers , and 21 system integrators . The list is as follows :

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