With the rapid development of artificial intelligence, security application scenarios are also expanding, such as intelligent traffic management, industrial automation, and national defense intelligence. According to the "2018-2023 China Security Industry Market Prospects and Investment Strategic Planning Analysis Report" released by the Prospective Industry Research Institute, as of the end of 2017, Guangdong is the region with the largest number of national security startups, with 100 enterprises, Beijing security industry. The number of enterprises is only half of the number of enterprises in Guangdong Province, ranking second, showing that Guangdong has a unique industrial advantage in the development of the industry. At the same time, the number of security startups in Guangdong accounted for 33.44%, and Beijing accounted for 16.72%. The proportion of the two companies exceeded 50% in the country. It can be seen that the security demand in these areas is very large.
Among the 300 unlisted enterprises in the security industry, the A round of financing enterprises has the largest number of 32 companies, accounting for 42.11%, and the angel round financing enterprises are 18, accounting for 23.68%, ranking second, accounting for the proportion of the two. More than 65% in the country, it can be seen that the competition in the security industry is very competitive. In addition, the number of corporate financing in the M&A stage is 8, accounting for more than 10%, indicating that the integration of the industry is also very high.
The security industry forms an ecological layer, and smart home and Internet of Things are the highlights of development.
With the development of technology and the improvement of people's security awareness, the security industry has no longer stayed in the previous concepts and perceptions. The security industry has extended many ecological keywords, such as network security, video surveillance, chips and sensors, security equipment, Smart security system, image recognition and speech 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 vendors, software service providers, integrated systems vendors, and service providers; the downstream phase is the terminal industry. Application, involving government, public security, transportation, finance, civil and other fields. The integration of traditional giants and emerging advanced security companies is increasing. Traditional giants take full advantage of scale from the channel, and the integration of emerging technologies and products can achieve the upstream and downstream of the industry.
Forward-looking 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" can't be avoided. As early as 2016, the development of smart locks has been in full swing. For a time, there are thousands of locks and hundreds of competitions. At the Beijing Anbo meeting in 2016, smart locks have become a “cake” for security companies to compete for, and they have replaced smart cameras and become the next consumer-grade security and civilian products. In 2017, at the end of 618, the smart lock won the first place in the sales of intelligent hardware products, once again refreshing the inherent impression of security enterprises on smart locks. The smart locks that can't be underestimated can make a lot of security companies rush in. At the Shenzhen Anbo meeting in 2017, there was no such thing as a smart lock. On the other hand, the “entry dispute” of smart homes will also enter a white-hot stage. Since the focus of smart homes in 2015, the entrance dispute has continued, and 2017 is still the focus of corporate discussions. Intelligent hardware was once placed on the "inlet" high hopes, smart routers, smart phones and smart locks and smart speakers in 2017. What is certain is that in order to seize the smart home entrance, in 2018, the company will continue to sprint and expand the product layout.
At the same time, a series of new technologies such as NB-IoT, 5G, artificial intelligence (AI), cloud computing, big data, blockchain, and edge computing are continuously injected into the field of Internet of Things to jointly promote the development of the Internet of Things industry and create New business models and development opportunities. The Internet of Things is accelerating into the new stage of “cross-border integration, integrated innovation and large-scale development”, and it is deeply integrated with new industrialization, urbanization, informationization, and agricultural modernization. Given the huge market prospects of the Internet of Things, I believe there will be more The industrial chain merges with each other, and finally forms a pattern of cross-border integration, inheritance innovation and large-scale development of ecological intelligence.
In the first half of 2017, the ransomware virus clouded the world's information security ecosystem. In October of the same year, Yahoo announced that the 2013 hacking incident had led to the disclosure of 3 billion account information. In the era of big data, there are also many data leakage incidents, which also bring about major economic losses. In addition to relying on legal means, enterprises in the field of Internet of Things urgently need to establish an IoT security architecture system to prevent problems before they occur. It is expected that in 2018, under the supervision of the country and the efforts of enterprises, the information security of the Internet of Things will gradually become clear.