Xinchuang track, the situation rises again

Due to work reasons, Xingkong Jun recently participated in a SAP migration project, migrating from the original minicomputer to the x86 architecture.

Of course, this is just a transition, and the next step will be to fully migrate to an independent and controllable localized ERP platform based on the x86 architecture.

Taking SAP as an example, SAP was founded in 1972 and is headquartered in Waldorf, Germany. SAP is a well-known enterprise management and collaborative business solution provider and the third largest independent software provider. Currently, more than 172,000 users in more than 120 countries are running SAP software. SAP began to cooperate with Chinese enterprises as early as the 1980s and achieved successful localization experience.

SAP once had an advertisement saying that 80% of the Fortune Global 500 have adopted SAP products.

This data is not an exaggeration. Most of China’s group enterprises, including a large number of central state-owned enterprises, have also adopted SAP products.

If localized substitution is carried out, it is not difficult for everyone to imagine how amazing the market space is.

For enterprises, it is a very difficult process to domestically replace the core business system, but it is also a must do.

The status quo in the chip field allows us to see the facts clearly. The opponent’s goal is not to target individual companies, but to prevent China’s industrial upgrading in all aspects, so that China, like South American countries, stays in the middle-income trap and does not compete with developed countries for high income. profit.

But do the 1.4 billion Chinese have a choice?

There is only one option: give up the fantasy.

The chip industry is like this, and so is the ERP software field.

Fortunately, after decades of development and relying on the world’s largest industrial industry system, China’s ERP industry has long been thriving, not as big as the gap in the chip field.

In particular, China pushed companies to go to the cloud early and found an opportunity to change lanes and overtake. Now SAP is also transforming to the cloud, and China’s ERP companies have already been fully cloud-based.

Cloudification means that there is no need to rely too much on specific chip architectures, such as UF Cloud and Kingdee Cloud, which can run on the x86 platform or the fully autonomous and controllable ARM platform. With the continuous development of the open source chip architecture RISC-V platform , there is no difficulty in running on the RISC-V architecture in the future, and there is almost no need to do too complicated adaptation migration.

Why was Alibaba Cloud’s Wang Jian selected as an academician of the Academy of Engineering?

Personally, Alibaba Cloud is Jack Ma’s most successful product, none of which is enough to go down in history.

The success of Alibaba Cloud proves that it is feasible to fully de-IOE, and even surpass its opponents.

After the success of the same route, various white clouds such as Huawei Cloud and Tencent Cloud emerged, all climbing on the shoulders of Alibaba Cloud.

So the question is, how to invest in the field of Xinchuang?

Xingkong Jun dismantled the Xinchuang industry chain into six parts, part by part.

Of course, this is the understanding of Xingkong Jun himself, and the classification criteria can be discussed.

The first part, and the most core, is undoubtedly the chip.

In terms of x86, Haiguang has been listed on the Science and Technology Innovation Board, and Zhaoxin can barely meet;

In terms of ARM, the Feiteng industry chain is very mature, and the Huawei Kunpeng series has also been planned. Xingkong Jun found in the survey that central enterprises, including operators, have begun to fully switch to the ARM platform;

In terms of RISC-V, a hundred flowers are blooming. Chinese companies ship tens of billions of RISC-V architectures every year, but most of them are used in the relatively low-end IoT field. Alibaba is promoting the application of RISC-V in PCs and servers. take time;

In terms of other architectures, Godson is a ruthless character.

The second part is about the hardware and network equipment of the whole machine.

In this regard, Chinese companies have already entered the world’s first echelon, whether it is servers or network equipment, including Huawei, ZTE, Inspur, Sugon, and H3C (under Unisplendour).

The third part, operating system and database.

At present, all domestic operating systems are mainly based on the secondary development of open source Linux. Some people think that this is not really autonomous and controllable.

For example, Xingxingjun, Microsoft and Nokia once teamed up to develop the WindowsPhone operating system, which was eventually strangled by Android and iOS. Is Microsoft incapable of making an operating system? No, but lack of ecology. The operating system is not difficult to do, but the ecology is difficult to do. The ecology of Linux is very rich, and there is no need to reinvent the wheel.

In terms of databases, Alibaba and Tencent have corresponding top commercial products, which are no less than Oracle. Applications at the Double Eleven level are supported by domestic databases, which is enough to show the strength of domestic databases. In addition, domestic databases such as Dameng and Jincang are also very rich.

The fourth part, application platform.

This part is mainly ERP and other applications, and the domestic ones that are better include UFIDA, Kingdee, Inspur, etc. However, as mentioned above, this market space is very large, and many companies have the opportunity to share the cake.

The fifth part, software.

Represented by Kingsoft Office, a number of software companies have been listed on the Science and Technology Innovation Board. In addition, there are many industry software companies making a fortune in their own sub-fields. Especially software companies that provide services to operators, three barrels of oil, electric power, high-speed, tobacco, coal mining and other industries.

The sixth part, system security.

Qi Anxin, 360, Venus and other companies, including those who do hardware firewalls and software security protection, are very important.

Xingkong Jun believes that the information war has already started, and enterprises in the field of system security will continue to grow bigger and stronger.