With the rapid development of artificial intelligence, the application scenarios of the security industry are also expanding, such as intelligent traffic management, industrial automation, and national defense intelligence.LoRa Wireless module According to the “2018-2023 China Security Industry Market Prospect and Investment Strategic Planning Analysis Report” released by Qianzhan Industry Research Institute, as of the end of 2017, Guangdong is the region with the largest number of security start-ups in the country, with 100 enterprises. Beijing’s security industry The number of enterprises is only half of the number of enterprises in Guangdong Province, ranking second, which shows that Guangdong has unique industrial advantages in the development of this industry.
At the same time, the number of security start-ups in Guangdong accounted for 33.44%, and Beijing accounted for 16.72%. bluetooth low energy Module The two accounted for more than 50% of the country. It can be seen that the security needs of these areas are very large. Chart 1: Geographical distribution of my country’s security companies as of 2017 (unit: home) Chart 2: Proportion of regional structure of my country’s security companies as of 2017 (unit: %) Among the financing rounds of 300 unlisted companies in the security industry, A round of financing There are 32 enterprises, accounting for 42.11%, and 18 angel round financing enterprises, accounting for 23.68%, ranking second. The proportion of the two exceeds 65% in the country. It can be seen that the competition among start-up enterprises in the security industry is very fierce. In addition, the number of enterprises financing in the merger and acquisition stage is 8, accounting for more than 10%, which shows that the integration of this industry is also very frequent.
Chart 3: As of 2017, the proportion of financing rounds of my country’s security companies (unit: %) The security industry has formed an ecological layer, and smart homes and the Internet of Things are the highlight of development. With the development of technology and the improvement of people’s security awareness, the security industry is no longer Staying on the previous concepts and cognitions, the security industry has extended many ecological keywords, such as network security, video surveillance, chips and sensors, security equipment, smart security systems, image recognition and voice recognition. Behind these ecological keywords is the support of the industrial ecological layer. The upstream stage includes video algorithm providers, chip manufacturers, image sensors, lens modules and other core components; the midstream stage includes hardware suppliers, software service providers, integrated system providers, and operation service providers; the downstream stage is the terminal industry Applications, involving government, public security, transportation, finance, civil and other fields. There are more and more integrations between traditional giants and emerging advanced security companies. Traditional giants give full play to their scale advantages from the perspective of channels, and the integration of emerging technologies and products can realize the connection between the upstream and downstream of the industry.
Chart 4: my country’s security industry ecological layer Foresight Industry Research Institute pointed out that smart home and Internet of Things will be the highlight of the development of the security industry. In 2017, when it comes to smart homes, “smart locks” cannot be avoided. As early as 2016, the development of smart locks has been in full swing, and for a while there are thousands of locks gathered, and hundreds of schools compete. At the 2016 Beijing Security Expo, smart locks have become the “cake” that security companies are vying for, Module CAN-BUS and they are likely to replace smart cameras and become the next consumer-grade security civilian product. At the end of June 18, 2017, the smart lock won the first place in the sales of smart hardware categories, and once again refreshed the inherent impression of security companies on smart locks. The tens of billions of smart lock market that should not be underestimated has caused many security companies to plunge into it. At the 2017 Shenzhen Security Expo, smart locks were all the rage. On the other hand, the “entrance battle” of smart homes will also enter a white-hot stage. Since the attention of smart home in 2015, the entrance dispute has continued, and it will still be the focus of business discussions in 2017. Smart hardware was once placed high hopes on the “entrance”, smart routers, smart phones, and the hot smart locks and smart speakers in 2017. What is certain is that in order to seize the entrance of smart home, enterprises will continue to staking their land and expand their product portfolio in 2018. At the same time, a series of new technologies such as NB-IoT, 5G communication technology, artificial intelligence (AI), cloud computing, big data, blockchain, and edge computing are continuously injected into the Internet of Things field, jointly promoting the great development of the Internet of Things industry. , creating new business models and development opportunities. The Internet of Things is accelerating into a new stage of “cross-border integration, integrated innovation and large-scale development”, which is deeply intertwined with new industrialization, urbanization, informatization, and agricultural modernization. In view of the huge market prospect of the Internet of Things, it is believed that there will be more The industrial chains are integrated with each other, and finally form a large ecological and intelligent pattern of cross-border integration, inheritance and innovation, and large-scale development. In the first half of 2017, the ransomware virus cast a cloud over the world’s information security ecosystem; in October of the same year, Yahoo announced that the hacking incident in 2013 resulted in the leakage of 3 billion account information. In the era of big data, there are many similar data leakage incidents, which have also brought significant economic losses.
In addition to relying on legal means, enterprises in the Internet of Things field urgently need to establish an Internet of Things security architecture system to prevent problems before they happen. It is expected that in the second half of 2018, with the national regulatory education and the efforts of enterprises, the information security of the Internet of Things will gradually become clear.