The communications industry continues to be serious

The communication industry is basically oriented, with the four major operators' 4G construction gradually unfolding, and the gradual start of enterprise networks, cloud computing, and PDT, the industry continues to be a very certain event. The Ministry of Industry and Information Technology has revealed that the information consumption scale reached 2.2 last year. One trillion yuan.

4G: Under the 4G drive, the overall capital expenditure of the three major operators is expected to exceed expectations in 2014. China Mobile's management clearly stated that the number of China Mobile's 4G stock base stations will reach 500,000 by the end of 2014, and the base station equipment procurement scale will be in 2014. More than 30 billion yuan, China Mobile's 4G construction progress and investment in 2014 exceeded market expectations. At the same time, driven by competition, China Telecom and China Unicom also accelerated the progress of 4G construction after 4G licensing. China Unicom, which has been cautious about LTE, also launched TD-LTE main equipment and FDD on December 10, 2013. - LTE experiment network master equipment prequalification. It can be seen that the investment of the three major operators on the 4G network will increase significantly in 2014. Under this drive, the overall capital expenditure growth rate of the industry is expected to exceed market expectations.

The industry's business climate will continue to be deterministic, wireless communication and transmission equipment will greet development opportunities, operators will increase 4G capital expenditures, and drive related investment will grow sharply. The wireless communication equipment industry related to base station construction will continue to be determined. Sexuality. As the focus of 4G investment, wireless main equipment will continue to have a high growth trend, and the market demand for supporting transmission network equipment will continue to rise. In addition, considering the higher 4G frequency band, the signal penetration capability is weaker, and 4G construction will lead to network optimization. Big demand, network optimization industry is expected to usher in the turning point of industry demand.

Enterprise Network: The 18th National Congress put forward "informatization" as an important development direction in the future, and demanded the integration of industrialization and informationization. The state support and the low degree of "informatization" in China have led to huge growth in the future of informationization in China. The occurrence of the prism door led to the sharing of institutional dividends mainly by Chinese information companies. The worst time for the enterprise network has passed, and in the fourth quarter of 2013, delayed orders began to fall.

Cloud computing: Amazon teamed up with NetSurch, Microsoft is holding hands with Lenovo, IBM and Century Century Internet to promote cloud computing. Under the influence of international cloud giants mature technology, successful business model and competition, the domestic cloud computing penetration rate is expected to increase rapidly. The company itself is the cloud. Computation of the giant Ctrix and VMware partners, the accelerated maturity of the cloud computing industry will drive the company's thin client shipments to resume growth.

PDT: The 2014 Professional Digital Cluster (PDT) industry was launched as a deterministic event. The bidding for the public security cluster system has been delayed for two years, and the demand for public security digital cluster construction is strong. The Ministry of Public Security's influence on the choice of cluster system exceeded expectations. In the early stage, the construction of the Tetra network in Liaoning was suspended. After the “prism door”, the support of local ministries and commissions on domestically produced equipment increased. Half of the public security cluster bidding has passed the preliminary demonstration, review and landing stage. It is reported that the PDT scale construction in Guangdong, Chongqing, Nanjing and Changsha will start in the first half of 2014.

Security problems cause tens of billions of dollars in annual economic losses

How big is the foreign threat to China’s Internet? According to the Associated Press, Cai Mingzhao, director of the China National New Office, said at an international conference last November that from January to August last year, more than 20,000 Chinese websites were hacked, and more than 8 million servers were subjected to zombies and Trojans outside the country. Control, zombie and Trojan attacks increased by 14% over the same period in 2012. He estimates that cyberattacks cause the Chinese economy to lose tens of billions of dollars a year.

Snowden revealed to the world that the United States closely monitors other countries, including China. Let us realize the importance of information security, and the state has elevated it to a strategic level, and has set up a “Central Network Security and Informatization Leading Group”.

According to Yu Xiaoqiu, an expert on information security in China, from the name point of view, the “National Informatization Leading Group” was established in 2001, and this time the “Central Network Security and Informatization Leading Group” was established, with the highest level of organization mentioned. At the same time, the name not only added the content of “network security”, but also put it before “informatization”, which also shows that the country attaches great importance to network security.

The Washington Post also said that Xi Jinping personally took charge of a newly established institution to regulate China's cybersecurity, at a time when the United States and China are increasingly worried about network intrusions. In a report last year, US network security company Mandiant linked a unit of the Chinese military to cyber attacks suffered by several US companies. US officials have taken a tough stance on China’s cyberattacks, saying that the Chinese government even uses hackers to steal business data from US companies. However, after Snowden revealed the US surveillance plan, the US position was weakened. As more details of the US network surveillance program are exposed, Chinese officials are increasingly worried about their vulnerability. Many people call for the use of US hardware in sensitive departments of the government and industry. This has had a major impact on the business of important US technology companies in China. Cisco's operating income in China plummeted due to the Snowden incident.