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[Focus] data media in Taiwan sudden fire, or will become the next generation BAT hatched golden trac

Date: 2019-09-06
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Note: The number of Lan Technology Department invested enterprises Paradise Valley

2019, 'data sets' fire!

On the one hand, the past year around BATJ, TMD and other new and old Internet giant foot to major news release, said the group level are driving organizational change to set up in Taiwan as the goal, where the data sets will be an important part.

And far in 2015, Alibaba proposed 'large and medium units, small reception' strategy, it is to promote the business group to upgrade Ali cloud Ali cloud smart business group in November last year, and began to external output capacity in Taiwan.

On the other hand, a large number of intelligent field data start-up companies have made strategic data sets, the data sets in order to set new business focal point.

Capital Circle also became lively, data sets from last year's niche topic became the focus of heated debate, and there are many institutions began to prepare for admission.

This burst of underlying driving force behind the fire originated, the digital transformation of Chinese enterprises has been bustling for 30 years, and now the time had finally come to turn.

In all the traditional enterprise is 'how to complete the digital transition' and anxious moments, technology start-ups lap timely given the 'data sets' the killer.

Behind the fire station burst data, both traditional business transformation market anxiety Dongfeng, another demonstration effect of fueling strategy Ali in Taiwan.

Suffer from the C-terminal bonus capital markets dried up, the track is hard to B plane food stalls, suddenly on the 'data sets' smell the breath outlet, under the venture capital surrounded by the wind broad surge.

But what is a data table Fang Sheng Fang dead short-lived outlet, or can produce gold at a track BAT, each of the parties are required to complete at the beginning of the gray cognitive confusion in the industry, and is made into a retreat, bet or black and white decision to wait and see.

In order to make entrepreneurs and investors a more complete awareness, decision-making more in line with the development trend, small dining table interview:

Singularity Zhang Yun, founder and CEO of gold and silver

Kangaroo cloud founder and CEO CHEN Jiping

Number of Lan Technologies co-founder and CFO of high Yan Bing

 

Paradise Valley Partners Zhou Xin

Together to discuss the opportunities and challenges of the industry.

This article Important Note:

1, the data in the table why the fire burst in 2019?

2. What is the nature of the data in the table?

3, in the fierce competition in the industry start-ups how to build a moat?

4, the data sets in the future will be how evolution?

5, the main challenges currently faced by entrepreneurs What?

6, the data sets can track hatch the next generation BAT?

2019 data sets Why fire?

Taiwan is in the data flow in traditional enterprise transformation of anxiety and anxiety Internet companies caught up in the fire.

To explain why the data burst fire station in 2019, need to put time back to 30 years ago.

80 end of the end of the last century to the early 1990s, UF, Kingdee founded, SAP, Oracle enter the Chinese enterprise management software industry in China officially appear.

After 10 years of reform and opening up, when large state-owned enterprises and business organizations have a very large complex, 'abacus books +' handmade financial information management has been difficult to bear their weight.

Financial management software begins to catch on in China's large state-owned enterprises among the enterprise information technology business community has also become a popular fashion.

Then ERP, CRM, HR, OA and other office software are starting to catch on.

The main role of these management software to help information technology within the complete external businesses, thereby automating the operation of the business, but it also produces a by-product - data.

But at that time the company did not know what the business value of the data, the data do not know how to use, just put it as confidential business information is stored in the database.

After entering 2000, ushered in the rapid development of Internet start-ups. Especially in the 2010, the mobile Internet almost cruel travels all walks of life.

For a time the mere mention of the traditional business began to talk about the Internet, 'Internet thinking' has become nearly 10 years of Chinese commercial spirit totem, traditional enterprise distance, but it is difficult fondle Yan.

During the transformation of the traditional Internet companies do have a few, but only a handful of successful, the transition from traditional to new Internet economy has been unable to be effective across the gulf.

When the peak of the Swiss Capital founding partner Li Feng recently to talk about the nature and trends of foreign investment in technology, proposed a framework for the development of science and technology business, used to describe the logical development of various industries.

He pointed out that after entering the industrial era to complete the first commercial mechanization and automation began to explore the mechanization of mass adoption, in order to achieve digitization by collecting and using data with automation technology, and when the amount of data is large enough to be able to flow freely after intelligent forward.

Traditional enterprises can not be upgraded because it has been stuck in the 'mechanization + Automation' stage, although management systems help companies settling a lot of data, but these are just 'sleeping asset.'

These data can not flow up, but have not been utilized, and therefore the business is still in the development of enterprises rely on empirical predictions of 'artificial' stage.

But the business model of pure Internet companies line up a complete automation, and its special focus on the collection and use of data to explore.

Especially in recent years with the proliferation of data volumes and data dimensions, the Internet companies began to promote smart decisions based on data, and business models have begun to upgrade the intelligent direction.

Like network platform about cars, take-away platform to send a single system, and electronic business platform, short video content distribution platform, have been completely realized intelligent, bid farewell to the 'artificial' era.

How to awaken the data assets, data really use them to support their business intelligence upgrade, it is placed in front of all the traditional business of 'digital transformation of anxiety.'

And in recent years, the overall macroeconomic shift into the period, the growth rate of GDP is switched from a high gear to the gear, corporate earnings growth is becoming increasingly difficult to obtain from the outside, have begun to turn inward to seek cost efficiency in order to boost performance, in this context of enterprise restructuring anxiety becomes more urgent.

On the other hand, Internet companies are also experiencing growth difficulties at this time, online traffic starts to dry up, looking for incremental market from the line to become the industry consensus.

'Enabling technology to help traditional businesses complete digital transformation', it is the Internet giant agreed to play cards. Ali proposed a new retail betting Tencent Internet industry, Baidu to promote the transformation of AI walks of life ......

Under bilateral huge demand and supply forces squeeze, 'data sets' came into being and burst fire, technology companies want to use the data in the table to transform traditional industries, traditional companies also hope to use the data in the table to complete the digital transition. 2019 is the first year of data in the table argument began to be widely recognized.

Although the concept of data in the bustling station, but in addition to expert entrepreneurs living in the front line of business, and even outsiders are many investors know little about.

What is the data table?

The concept first began in Taiwan in Chinese science and technology Ali bud.

2014 Ma hand travel to Finland to visit the company Supercell, Ma surprised to find the other side of the game is not to develop a separate set of projects in advance, but all share a game development platform, the development platform is called 'in Taiwan.'

After Ali returned, Ma proposed a 'medium and large units, small reception' strategy. Wherein 'sets of large and medium' includes two, is a business station, the other data sets.

Ali architecture in Taiwan (Source network)

Later, a group of technical experts involved in Ali data station construction out of business, the digital data sets into sleepy transformation of traditional enterprise market to solve.

On behalf of the enterprise units of data have several lan technology, singularity cloud, cloud kangaroos. Number of Lan Technology founder Gan Yunfeng (nickname: the wind sword) was a big data applications Alibaba Group, Ali cloud data is mainly responsible for business innovation studio and Artificial Intelligence; singularity Zhang Yun, founder of gold and silver (nickname: line ) is a former Division Director Ali cloud big data, Alibaba founder of the first data warehouse, or increase the number of founder Ali cloud big data platform, is the first person known as Ali ACM; and kangaroos cloud founder CHEN Jiping ( nickname: Tuolei) is a former assistant to the president Ali cloud division, senior director of data division, Ali participated in many projects.

'Participated in true enterprise-class data station building, which is currently administered investment institutions a data table in the company's most important reason, is the most start-up companies core competencies.' Paradise Valley partner Zhou Xin said to the little table.

So now entrepreneurs in the data table, a large part of 'Ali.'

Number of Lan Technologies co-founder and CFO of high Yan Bing believes that the data sets in a narrow sense is a set of enterprise data assets of the tool set, in a broadersense mechanism and methodology will be set up enterprise data to help companies achieve digital transformation.

Singularity cloud of gold and silver, founder and CEO Zhang believes that the data is to help Taiwan enterprises to complete the transformation of digital infrastructure, need to include a 'computing platform model + + algorithm intelligent hardware.'

The founder and CEO of Kangaroo cloud CHEN Jiping put the data in the table as a new way of thinking concepts and architecture, which indicates the data table is not a can out of the box product, but a set of future-oriented data architecture and practice.

Early industry is also often defined period of turmoil, the hearts of every entrepreneur has their own ideas, but as the business development and the reality of feedback, people's awareness began to amass data in the table.

'Data in the table must be the number one project, the only way have enough momentum to break the barriers between the various departments within the enterprise, so that enterprises real data with them.' It is the consensus of three entrepreneurs, 'but only if is the need to break the island state enterprise data. '

Enterprises in the development process tends to deploy a lot of management and business systems, as these systems from different vendors, storage and computing the underlying must be heterogeneous, and data can not be shared across business calls, there is nothing to digital transition.

The data in the table is to establish a set of data architecture in the middle and upper dispersion of the underlying database application for masked underlying differentiation and to establish a unified data standards to promote the free flow of data to support innovation and iteration upper-layer services.

But specific to the concept of floor, every business has its own path to achieve.

High Yan Bing believes help companies implement data sets strategy, you must complete three steps:

First of all to help companies diagnose problems exist in the data, and to help them establish a data culture, let significance understand the value of data, the data of the assets, how to run data asset servicing business.

The second step is the implementation of the deployment and landing data table assembly, and then poured into the various types of enterprise data form data assets.

The third step should help enterprises to establish mechanisms for data operations, allowing enterprises to service the upper service through the use of data capacity, even new business innovation.

After 'Our clients have a Central Purchasing raw materials trading platform, we help them build a data table, according to their IT department before purchasing behavior of the user data to the user named different credit rating, based on this innovation out The new supply chain finance business. 'high Yan Bing Road, for example.

High Yan Bing then added, 'deploy data sets very important part, is the company's organizational structure also need to make adjustments, like the traditional IT department cost center, with the station after the data capacity can be developed from passive to active innovation and transformation, there may even become a business center revenue, at a time when the IT department will officially upgraded to DT department. '

Singularity cloud In addition to helping enterprises to complete the asset Outsider internal data, but also enable clients had no way to grasp the external data.

'Retail enterprises under the line generally mastered the sales of goods, but can notobtain behavioral data users.' Zhang gold and silver in their analysis.

Singularity cloud of 'two cloud end' of product architecture, including 'two cloud' are data sets and business units, while the 'end' is to help users gather all the intelligent terminal data, and combines these data and AI algorithms after up on some business will be able to replace the artificial intelligent operation.

Zhang said the gold and silver, for example, the traditional procurement practices are relying on people's experience, but the odd point cloud to help organizations deploy smart procurement system, the procurement could get rid of 'artificial' fully completed by theintelligent system, the system put in fresh industry loss the rate of direct reduced by 35%.

'By establishing a common set of enterprise data standards, in order to build a data center shared services business units can be used together, which is the core idea of the data in the table.' CHEN Jiping concluded, 'More simply, if the enterprise compared to a person, the data table is the brains of enterprises. '

Mode dispute

The current data table start-ups are a way for the user to program the system to deliver a full range of solutions, which includes both standardized tools products, there are a lot of custom development projects for the needs of individual users. However, the choice of customers and there are differences in the various modes.

Briefly is 'universal' and 'vertical' choice.

'Universal' corporate strategy is to build a product and delivery capabilities around data sets underlying core competencies, but much involved in the business layer may also be to expand the customer regardless of industry. On behalf of the enterprise is the number of Lan Technology.

'Vertical' business strategy is to enterprise data architecture is designed to lower full range of business solutions for the digital transition, focusing on certain industries to provide integrated services. On behalf of the enterprise is the singular point cloud and cloud kangaroos.

Currently singular point cloud primarily focused on five major segments of the retail industry, 'fashion, department stores and shopping centers, FMCG, tobacco and building materials home,' Kangaroo cloud current focus is the retail and financial industries. These are also areas of expertise Ali.

Select universal strategy of start-up companies in the broader user select the above, a larger potential market space, but the early customers is difficult from a common data platform to see the value in feedback, influence business development. Help customers develop some higher-data applications, so that users can immediately see the value of the data table for this number Lan Technology.

And select vertical strategy venture, advantage is able to deliver complete solutions in specific industries can gain experience short-term barriers to trade, easier to open up the situation. But the disadvantage is slightly more difficult cross-industry, in addition to the underlying data in the table capacity can be generic, top experience in the industry also need to re-accumulate.

In order to expand the market, singular point clouds and cloud kangaroos are also actively develop new industries.

'We will do some of their own industry, but will also develop a lot of eco-partner, together serve more industry.' CHEN Jiping attitude is that 'China has so many industries, we can not do it all himself, more industries or to rely on partners to develop eco to complete together, we win. '

But in the long run, the data in the table startups barriers to competition or to build on the product of precipitation understanding of user needs and technological capabilities.

'Oracle and SAP products to sell to the world, the essence of decades of accumulated knowledge of user needs have been implemented in the product, the basic performance of the long years of stability and flexibility of its products has been very remarkable.' High Yan Bing explained , 'though some domestic enterprise management software features may be more kind, but enterprise customers often pay more attention to the underlying performance of the product or whether solid, so the price of SAP products can have more than 10 times more expensive domestic counterparts enterprises use.'

Scale is the key

For enterprise class business services, it must be able to standardize products and services, and thus can achieve large-scale expansion.

But current data table startups, mostly in the way of project-based business promotion, customization is not low proportion of each project, which is a lot of investors questioned this type of business can become a big business critical .

High Yan Bing pointed out that giant Oracle, SAP, UFIDA, Kingdee enterprise management software field, in the early stages of development are also made from the start of the project.

The early development of the industry, customers still need to be way better meet business education, project-based needs of users, and easier to open up the market.

And product maturity early enterprises are also not high, need to accumulate experience and technical capacity by precipitation do the project.

Wait until the market matures and education has been the company's products are also polished mature, Oracle, SAP, UFIDA, Kingdee will only need to provide basic system-level products, in order to achieve large-scale expansion.

As for the development of personalized needs of enterprises, on all delegated to the channel agents around the country, in the way they deliver products to help customers make the upper application development, it has also become an important source of revenue they.

'This data table can also go eco-development path, but we are still in the first stage.' High Yan Bing added.

Data in a data table on a similar operating system, but the system must also be in order to play the ability to develop applications on top of it, like Windows and office relationship.

In order to allow customers to use the pre convenient data sets for customers to start-up companies will develop some upper application, but later was to introduce eco-partners to provide this service layer. Lan number of science and technology, singularity cloud, cloud kangaroos are to be so.

'By the time the second stage, we only need to provide middle office system underlying data on the line, ecological partner for customers in the deployment stage data just need to integrate our products go on the line.' High Yan Bing at the same time said, 'these ecosystems partners are often local software outsourcing companies themselves have strong relationships with their customers, they go by the development and maintenance market is certainly more efficient than us, so that we can together make the pie bigger. '

Imagine the ultimate form of high Yan Bing is to create a data table in the app store, even small businesses can deploy their own data sets through the use of SaaS, complete digital transformation.

A full range of challenges

Like earlier, the targeting data sets not only start-up companies, as well as BAT and UF and Kingdee Internet and traditional software giant.

Big advantage is that a strong brand endorsement reserves and resources, the disadvantage is that the stock of the curse.

Big common data in Taiwan as part of its cloud computing business of tying business, but customers generally can not only choose a cloud service provider and each cloud service providers are unlikely to make the data available to competitors, this way customer data is still fragmented.

The start-up companies often do not hinder this, it does not touch the data itself, but also easier to obtain the trust of customers.

From left are singular point cloud founder and CEO Zhang gold and silver, founder and CEO of Kangaroo cloud CHEN Jiping, the number of Lan Technology co-founder and CFO of high Yan Bing

Zhou Xin believes that the future market structure will be occupied most of the few oligarchs KA (key customers) market, then a number of segments of the market players to long-tail eating.

'Lan like the number of technology start-ups have the opportunity to become oligarchs, but must first establish a benchmark for pre-KA by customers, and then try to attract more business customers data sets, and maintain a good re-purchase rate.' Zhou Xin explained, 'the essence is to look at whether conform big trend, then IBM is not successful intercept Oracle database in the field, both because IBM lightly, but also because Oracle to seize the opportunity to achieve a rapid rise.'

High Yan Bing frankly, the current number of Lan biggest challenge does not come from external competition, but how to quickly enhance the ability of service products, as well as the current project system model result in a surge of management to bring pressure.

In the long run, product maturity determines the data in the table startups ceiling; the short term, the smooth ride of the education market determines the data in the table of life and death start-ups.

But on the whole track data table is still in its infancy, its burst fire ring also limited to venture capital and technology circle, the other a small part of the large traditional companies began to try to deploy more enterprise customers it is still in no cognitive status .

Therefore, Zhou Xin believes that the biggest challenge is education market data station start-ups are now facing. And work together to make the cake bigger market opens, the current direction is all entrepreneurs should be a joint effort.

Cradle of next generation BAT

Data station is located on the database, under application software, database fields have Oracle, enterprise management software have SAP, UFIDA, Kingdee.

Oracle and SAP are billions of dollars of enterprise-class, domestic UF is one hundred billion yuan-class enterprise.

High Yan Bing believes that the data table is also expected to grow in number and even one trillion one hundred billion market. Lan and the number of science and technology, singularity cloud, cloud Kangaroo goal is one hundred billion yuan-class enterprise.

And whether born in China in the field of data sets own Oracle and SAP, Zhou Xin that in addition to look beyond their own development, but also Chinese enterprises pay the whole market can further mature.

'China's business services company in terms of revenues or market capitalization of most of the international giants and an order of magnitude difference, in addition to the breadth of market coverage gap, the nature or because the two major markets of China and the US business-to-business services willingness to pay a huge gap.' Zhou Xin said to the little table.

But we also can see that China's macro economy in transition, enterprises are also faced with the challenge of transition from an incremental harvest to compete for the stock, you want to survive in the more tragic future market structure must be started practicing internal strength.

A more accurate enterprise management system, improve asset utilization efficiency of mining and internal corporate data, enabling more refined operation and sustainable innovation will gradually become the consensus of the business community.

This time, and the information technology of 30 years ago is different is no longer active choice, but a choice had to.

High Yan Bing told a small table, their business customers in more than three years since signed, not one up on the strong push data sets strategy within the group, all data are filling in, but first try to do on some business, effective and then push the division, branch, or even a group level.

And this strategy is not easy data sets can be completed, a company needs a few years to a ground step by step.

'Now they only purchase a small part of all our modules, but every year continues to keep buying and purchases more and more.' High Yan Bing to a small table describes said, 'there is a customer tell us they next year already our product set aside 30 million procurement budget, and most of us start off price was only one million level. '

So we have reason to believe that Chinese enterprises willingness to pay is to be awakened, business services market is accelerating mature.

Capital sector is also general consensus dividend of C-terminal market has gradually dried up, the next era of mining BAT need to go to B track. The data in the table is very likely that such a track.

(Reprinted from: a small table micro-channel public number) 

Partners: Paradise Valley in February 2019 by PE fund investment Hangzhou few Lan Technology Co., Ltd. is headquartered in Hangzhou, the company focused assets of the business, value of enterprise data, providing infrastructure and supporting data applications to corporate customers service capabilities, in early 2019, among the 'quasi-unicorn Hangzhou enterprises' list, to become 'trusted customer data application infrastructure providers.'


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