Industrial software is to create enterprise core intelligent power transformation and upgrading is an important manufacturing base and key support. Recently, due to the ZTE, Huawei and other events, it gradually on the software industry has given high priority and unprecedented attention. As a practitioner of industrial software industry, I witnessed the development of a variety of industrial software, a close look at the rise and fall of many industrial software companies, most of the company’s development can be summed up with a near escape, very difficult.
comparable to the battlefield, the workers soft “Nine Lives” 1, disappearing one by one from the author’s work flexible enterprise established in 2002, the company launched DNC (distributed numerical control systems, often referred to as machine network) to promote the application, then the country has not a few peers, but then there are a lot of companies have entered the industry, I remember in 2005 the company had thirty or forty. But today, 90% of companies have disappeared, in volume terms, DNC company can be described as a near escape. With the rise of intelligent manufacturing industry and the Internet, in recent years there are a number of companies to enter the industry, but in the end these rookies can persist several years, it remains to be seen. In recent years, claiming MES company should do no less than 500 a. But according to the author’s long experience in industrial software, like ERP, PLM and other industries, like software, MES brand will gradually focus, most of the MES will gradually die out or withdraw from the business, more than a dozen years later to have energy survive even good. From these figures show, MES industry is far more than a narrow escape, or even a hundred dead lifetime to describe. It since the early nineties began using PRO / E and other CAD / CAM software, and worked for many years at PTC, the market for CAD can be considered very familiar. Nanshan Industrial College founder, general manager of Beijing – the power consulting company in Linkoping “Feiyanzoubi domestic CAD, those who live in the razor edge of the industry,” wrote: “to incomplete statistics, the last decade of the last century, the country engaged in CAD R & D institutions has reached more than 300. “heyday 300, now how many home-based CAD industry is still in operation? It is estimated that 5,6, so to count them out rate CAD software is about 98%. ERP market out rate should not go lower than this figure. The late 1990s, the emergence of the Chinese market, no fewer than 500 claims to be able to develop ERP company, pronto, nowBut also the rest of the UF, Kingdee, wave and so on several companies, most companies are omitted. Today, the Internet is also a bustling industrial companies, experts say, the domestic industry has been nearly a thousand Internet company, after ten years, if there are 50 survive develop, can be considered a good figure it out, so to count them, the Internet industry industry the success rate is 5%. There will wind chasing shadows, the wind had residual everywhere I look back, leaves few people can laugh? 2, a Major battle in a field desperately such a high attrition rate, the industrial software market has more than cruel battlefield. A Major is the worst battle in the Korean War. In terms of troops, volunteers spent more than 40,000 people, the US-led “United Nations” mobilized 60,000 people, fight lasting 43 days, repeated 59 times positions, positions hill shall be made low 2 meters, so in the heat of battle , volunteers casualty rate of close to 3 percent, “United Nations” casualty rate of about 4 percent. In contrast, the industrial software company 90% mortality at every turn, has been far higher than the two figures. Nearly three decades, our country in the military, technological, economic and other areas have made considerable progress, and even earth-shaking to describe not be overstated, but in the software industry from abroad is not reduced, but increased, at that time in areas such as CAD and foreign software still hopes to catch up, but now it is difficult to hold a candle, and this can not but pity. Property industry, destined to “Nine Lives” Why industrial software company survive so difficult? In addition to these problems the company’s own strategy, product, marketing, management and other aspects, I believe that this is related to the software industry and software industry these two properties. 1, industrial property determines the enormity of the industrial sector is probably the most complex industry. First industry complex. Both the process industries, discrete industries have, and then further subdivided, China has 39 industrial categories, 191 classes, 525 subclasses, each industry is different, each enterprise are not the same. Second, the professional variety. Industrial involving machinery, electronics, optical, acoustic, magnetic, fluid, heat treatment too professional, are each subject bears a huge amount of knowledge and experience. The third complex is the product itself. Both clothing, toys and other relatively simple manufacturing, but also complex manufacturing aviation, aerospace, and other high-speed rail, such as the Airbus 380 has more than 600 million parts, a lot of product complexity and difficulty beyond imagination. Fourth, the production process is complicated. EnterprisesIt covers the development, production, marketing, operation and maintenance, supply chain management, and so many aspects of business, involving thousands of different devices production equipment, production facilities, test and measurement equipment, instrumentation, etc. These different types of equipment, functions different, different degree of openness. Fifth, the difficulties manufacturers cooperation. For example, the Boeing 747 collaborative production of 16,500 medium and small enterprises in six countries, a business problem, or even a process problem, there will be serious consequences. Sixth, real-time, high reliability requirements. Miss is as good hack away, a little mistake, it will lead to serious consequences, the industrial real-time requirements, reliability far more than other industries. For example, a sensor data errors, there is probably related to the safety of hundreds of human lives. The complexity of the industry determines the complex, arduous and long-term industrial software development CONTROL ENGINEERING China Copyright , the development of the software industry can not fully apply the “Internet thinking.” Internet use is a human subject, who is nature’s most intelligent subject a text will have hundreds of millions of users can use, even if the problem occurs, you can rapidly iterate, so have the conditions rapid development of the Internet, and even subvert retail and other traditional business models. Since the software services industry to industry, with significant industrial properties, industrial software research and development and improvement can not be achieved, it must be a long and gradual process, which is an industrial property industrial software decision. 2, the software attribute determines the brutal competition in the software industry is a very special, with a large initial investment, the late copy low cost. Unlike traditional industries such as machinery and equipment, even if mastered all of the development, production technology, but there is always material costs, production costs, warehousing costs, transportation costs, commissioning costs and other fixed costs is difficult to compress, due to capacity constraints, cost constraints, geographical constraints, traditional industries are often in a certain area, production and marketing of certain production. Software industry is completely different, and the cost of copying software is very low, almost no reproduction cost of traditional products, the more software sales copy number, the lower the average cost of a single set of software, which is completely different from traditional property sectors. Software created this attribute is a “strong stronger and the weak perish, winner-take-all” of the industry. Therefore, even if the market size is large, but CAD, CAM, CAE, PLM, ERP and other globalMarket basically monopolized by a few giant companies, more and more small and medium companies disappeared. These two properties comprehensive industry software, we can see that this is a big investment, long cycle, intense competition, the winner-take-all industry, software industry and therefore the company “Nine Lives” will be inevitable. Difficult environment, adding, “Nine Lives” Industrial property determines the difficulty of the software itself to survive in this industry, local industry software company is particularly difficult. Enterprise is like a small tree, in addition to its own internal genes, soil and environment are an important factor in the decision whether to grow into towering trees. 1, barren soil born software services industry is the main body of the manufacturing sector, but manufacturing is itself a bitter industry, the current Chinese manufacturing enterprises average profit is only about 2%, many companies struggle to exist. The service object determines the profits of an enterprise software industry is much lower than serving the banking, transportation, communications and other sectors of the software industry, especially in the current economic downward pressure, companies will ensure the survival, protection production in the first place, many companies it is difficult to come up with more funds for construction of industrial software. Manufacturing industry software like soil, industrial software and services in the manufacturing sector, both like a poor cousin, Lanlv wicker road, hand in hand stumble. 2, due to the harsh living environment influence of traditional ideas, etc., manufacturers prevalence of “hard light weight soft” cure thinking, preferring to spend one million purchase underutilized “hard equipment”, is not willing to hundreds of thousands Buy “soft equipment” of the software industry. Even buy, but also to shop around, and finally often choose the lowest price. In the course of the project, demand continues to expand, requiring constantly updated, but not willing to increase the cost, the cost can be passed on to industrial software companies. Figuratively speaking, many users are always “Alto spend money to buy Audi cars, and would also like Mercedes-Benz, BMW learn learn.” In other countries, to pay a certain percentage of annual software maintenance costs by user, the software company live very moist, you can be more adequate money into software development, forming a virtuous circle. In China, industrial software companies can only profit will be shared equally poor project to maintenance and software upgrades on these costs, greatly influenced the re-investment in R & D, it is difficult to maintain the competitiveness of enterprises. 3, man-made serious illegal logging in this barren land, in arid climates hypoxia, most industrial software company died, some strong, fortunately, rooted deep software company survived. But in the intellectual property imperfect environment, wood show in the forest wind will destroy, all kinds of man-made Pirates cut illegal logging gave a fatal blow. Counterparts have to dig people have to steal the code, there to steal technical data, and so forth. Some entrepreneurs even desperate engage in innovation, but before long, immediately spark a prairie fire, he advanced to become martyrs. Intellectual property rights in an environment of great risk, if we want to reap the profits, as well as Steve Jobs who, like “Stay hungry, Stay foolish” thirsty for knowledge, research and development adhere to early heart into it? Even so, it can only be “Stay foolish, Stay hungry”, the vernacular translation is “silly dry, starved to death.” Talent is the fundamental industrial software companies, especially developers, need to go through years of experience to become industry experts, corporate training has paid a great cost, but the shortage of IT personnel in the market, these development engineers are likely to be Internet companies He hired away, because the Internet is God cubs spend the money do not feel bad, they spend the money to investors, ostentatious, even if failed, big deal and then save an idea, make up a story to re-do a pool. The loss of professionals for industry software company is a big loss, but also a loss to society, because precipitation years of industry knowledge with the movement of people come to naught. Years , Internet companies to siphon effects software developer, is also an important factor in the development of local industrial software company influence. 4, foreign goods rolling three-dimensional software industry is typical of global competition in the industry. Europe and other developed countries due to the early completion of the process of industrialization, the accumulation of industry knowledge, management experience, technology research and development, marketing capabilities, as well as a good business environment, talent base, funding and other support is far from domestic companies can match. Domestic industrial software companies mostly from universities, private and other self-developed, under regularization, the Group of foreign brand impact, strength of the poor, as only the guerrillas, like to find some gaps in the market, price and local service advantages to do the project, it is difficult to develop economies of scale. Due to the different stages of development, competition competition competition now is not a single product, but a platform of competitive products chain, competitive ecosystem of weak domestic industrial software companies, to compete not on the same dimension, resulting in a greater competitive disadvantage, and even become difficultWith insurmountable divide. In recent years, Germany’s Siemens company spent billions of dollars acquisition of UGS, LMS, Camstar, Mentor and other outstanding industrial software company, through the powerful combination, quickly realized the software industry and industrial automation depth of integration, forming a complete industrial overall solution; the French company Dassault Systemes by 50 times of mergers and acquisitions, has been developed for the whole life cycle of digital CAD / CAE / CAM / CAPP / PLM, networking and collaborative R & D management platform, a virtual monopoly on the aerospace, automotive and other complex manufacturing industry; the United States to PTC PRO / E and WindChill as a starting point, the acquisition of Axeda, ThingWorx, ColdLight, Vuforia and Kepware and a series of industrial software to create a strong platform for the internet industry. Others such as SAP, Autodesk, Hexagon and other European companies, through mergers and acquisitions are also generous, or quickly filled up their own shortcomings, or effectively expand their new field, built up a powerful industrial software product competition chain and ecosystem. As the software industry needs long-term precipitation process, a lot of good software is in segments over a long period can not be treated Cuilian boutique, their products are not these giants can be developed in a short time, their deep experience is not a big company can master the short term. Rapid access to these competitive advantages there are two paths, one is M & A, one is plagiarism. M & A talk at an early age, is the depth of cooperation between the company and the company, from the big picture, is to create a good ecological, inspired many innovative small companies to innovate, to entrepreneurship, also increased the number of optional large companies high-quality alternative objects, large companies toward more growth shortcut. Of course, the legal system is not sound country, plagiarism is the least expensive, the shortest time possible shortcut. But this trend continues, mutual caring, mutual plagiarism, no one is willing to do R & D investment, and finally the object is not a plagiarism, trained, which is “unique skills” can not eat ah. Different environment, different ecological quickly build barriers to competition in a different capacity, diversified into different dimensions competitive camps: the strong stronger, forming a three-dimensional sea and air strategic layout-day tournament, the weak weaker, can only fight a guerrilla [ 123] CONTROL ENGINEERING China Copyright , linger only. The environmentIt does not change, trees difficult to survive, canoe linger, but do not expect a lush forest. Phoenix, is about to usher in the spring Thankfully, after a long winter, the situation improves, local industrial software company is about to usher in the spring. 1, Chi-made boom, boosting industrial development in recent years, soft large manufacturing enterprises development has encountered unprecedented pressure, on the one hand, faced with the rapid rise in labor costs, labor shortages, competition and other enormous pressure; on the other hand, by the manufacturing high-end European and American developed countries to reflux, low to Southeast Asia diversion “double” squeeze, intelligent manufacturing enterprises need to upgrade through digital, networked, intelligent and other technical means, while the core power transformation and upgrading of the primary means is industrial software. , Through these advanced industrial software systems in R & D, production management, service and other aspects of efficient, high quality, rapid response to market production and services to enhance the competitiveness of enterprises. Under the influence of German Industry 4.0, the Internet and other US industrial strategy, in particular the “Made in China 2025” after the launch, the majority of manufacturing companies and local governments have to act, and actively carry out automated, intelligent transformation, many companies introduced and successfully applied equipment things, MES and other industrial software system, and achieved remarkable economic and social benefits, but also led to the development of industrial software market. Recently, with CAD / CAM / CAE software intellectual property rights in the hope that the completion of the second round of financing of 140 million yuan, which is the second after the first round of financing eighty million yuan by the end of 2018, domestic R & D design class scale industrial software so far the largest, highest valuation of financing case. This is a very exciting signal, which indicates that the value of the software industry has been gradually recognized capital community, perhaps this clear to the enterprise software industry in the spring is coming. 2, pressure hegemony, the crisis turned into wonderful opportunity “nine words to persuade woke lost Shi, awoken.” Recent resurgence, and a series of events, limit opponents put pressure on foreign suppliers at any time off for stock, foreign products occupy more than ninety percent of the industrial software market, is actually relevant state departments and manufacturing enterprises sounded the alarm, and finally see the Chinese software industry lags behind the people, the kinds of China’s industrial status quo. Chinese Academy of Engineering Ni Guangnan once said, “is not necessarily self-control, but certain involuntary uncontrollable.” Not to mention the foreign software is hidden Trojans, backdoors, is frequently to outages,List of entities and other means coerced, which is after suffering the Chinese people can not accept. In 1999, the Chinese embassy in Yugoslavia was bombed, the bombs like thunder, people completely awakened awareness of military power between the two sides. After 20 years of hard work, October 1, 2019, on the 70th anniversary of the founding of the Tiananmen Square military parade was held, flying eagle aviation industry, Thunderball; iron rolling stream weapons industry, darling; power aerospace industry sword, Megatron enemy bravery; radar eye of the electronics industry, aware; gunboats shipbuilding industry, Tao chop chop waves …… this moment, I believe that every Chinese people have seen excite, excited, elated, all for the Chinese military, Chinese military industry acclaim, all the Chinese nation proud. Reliance strong bullying the weak hegemony of twenty years ago, twenty years Revival of the Chinese people, China has finally created a powerful army and military enterprises today. Now, history has repeated itself, but even opponents rack their brains off for the stock list and continue to throw an entity, it must not stop the firm ahead of the pace of the Chinese nation, instead, that the crisis has brought great opportunities, will promote the great development of the local software industry, software industry will usher in the brilliant spring. 3, respect for copyright, the business environment has changed as mentioned above, the industrial software companies like Yi Keke trees, both need their own initiative to take root, but also need external nutrition to prevent theft and illegal felling cut growth environment. Relevant national industrial policy is the healthy growth of the software industry, external nutrition. In recent years, the state has introduced a number of policies to encourage the development of the software industry, such as 2011, the State Council promulgated the “a number of policies to further encourage the software industry and integrated circuit industries,” these policies in terms of taxation have given the software industry more great support and promote. As a highly concentrated industry, intellectual property rights, industrial software enterprises face intellectual property piracy, plagiarism and other problems , which greatly restricted the further development of enterprises. Without a good atmosphere for IPR protection, China software industry can not be developed rapidly. Now, more and more national attention to the protection of intellectual property. April 2018 , General Secretary Xi at the Boao Forum for Asia stressed: “The re-establishment of the State Intellectual Property Office, improve law enforcement forces, strengthen law enforcement efforts to significantly improve the cost of illegalUp, the deterrent effect of the law into full play. “Two months later, the Shanghai Intellectual Property Court ruling Shanghai has two industrial companies due to software copyright infringement, respectively, of compensation Dassault 9 million yuan and 15.05 million yuan, take concrete actions to safeguard the intellectual property rights of the software industry. Shanghai Intellectual Property Court official says: “the court made high Panpei, intended to punish the perpetrators of malicious software piracy. “With the implementation of the national importance of intellectual property rights and the relevant laws, to punish malicious pirates played a deterrent and provide a more favorable environment for the development of industrial software industry, software companies can concentrate on industrial devote themselves to engage in R & D , so as to promote the healthy development of the industry 4, mission, local workers soft re-start learning Jintao has emphasized:. “the key is the core technology or else to buy do not come, do not come to discuss. “Towards Intelligent Research Institute president Zhao pointed out in the article:” Software Industrial equipment industry is the soft equipment, nerve and soul context equipment, support equipment, not soft, there can be no ‘digital, networked, intelligent’ . “As the core power business transformation and upgrading of manufacturing, foreign software industry can not easily compete in this country commanding heights plate. Although the industry is very difficult, very harsh environment, competition is brutal, but these years www.cechina. cn , there are still a large number of feelings, ambitious people adhere software industry in the development and application of the first line, they felt a deep affection for industry, they are determined to develop local quality software, helping manufacturing to China powerful, they will be the software industry as their lifetime career to fight. after decades of industry-driven and enterprise painstaking research and development, the software industry in the local industry, in addition to the large minority such as UF, Kingdee, such as one of the few SUPCON outside the company, but also the emergence of a group active in the market segment of small and medium industrial software companies. For instance, in the hope that software in CAD / CAM aspect has taken a good market performance, Asia-Technology in the configuration software of the domestic market first. even MES in a highly competitive industry, innovation in light blue military enterprises, machinery manufacturing, Shanghai rose soft Parts of semiconductors, solar photovoltaics, Shenzhen Yu Chen in the clothing and other fashion industry, foreign brands face fierce competition, companies with professional products and services, without fear, to lose ground, gradually became the hidden champions in their respective fields. General Secretary Xi had encouraged science and technology workersAuthor:. “Innovation has always been a narrow escape, but we must have ‘that I hold dear to my heart that, although nine dead never regretted their’ pride ‘in the software industry development path, despite the dangerous road, although enemies such as forests, despite the narrow escape, we will be able to take up the construction of the Great Wall of self-control industrial software historic mission for the Chinese manufacturing a stone, make our contribution to China intelligent manufacturing.