According to reports, recently, the benchmarks of the industrial Internet industry GE (General Electric) and Siemens have made different choices on the development path. According to the "Wall Street Journal" report, GE is planning to sell its digital company (GE Digital), including industrial Internet platform Predix, MES software Proficy, management APM software (ServiceMax and Meridium). GE Digital, established in 2015, carries the vision of GE's industrial Internet system. It intends to use this business to accelerate the organization's digital transformation and build the company's digital industrial capabilities. Predix is ​​the core platform in this system. On the other hand, Siemens announced the adjustment of the company's structure, and the digital industrial business will become one of its three major operating companies. Although the choice is based on the adjustment of the company's strategy, if GE decides to sell the digital company, the industry is still embarrassed. GE first proposed the concept of "Industrial Internet", and Predix is ​​also the leader of industrial Internet platforms. Foxconn Group President Guo Taiming even said this year that he "will build a Chinese version of Predix." Digital companies that have been established for less than three years now may break away from the creator GE. However, many industry insiders said that GE plans to sell digital companies including Predix out of corporate financial considerations. Predix operations may have encountered obstacles, but this does not mean that GE has given up exploring the industrial Internet. GE's problem In fact, at the end of 2017, GE's intention to reduce the number of digital companies has already been clues. GE Chairman and CEO John Flannery (John Flannery) has been cutting costs and restructuring the company since he took over in the fall of 2017 to improve profitability. In November last year, GE integrated the digital company after layoffs and planned to cut Predix's costs throughout the year. Pushing the timeline further forward, the former CEO Jeffrey R. Immelt (Jeffrey R. Immelt) decided to retire, and Beth Comstock, who led the industrial Internet with him and established Predix, also left GE. When GE Digital was founded, Immelt said that he planned to turn GE into the top ten software company in the world by 2020. According to Immelt's estimates, by 2020, GE's digital business revenue will reach 15 billion U.S. dollars. According to the financial report, GE Digital's annual revenue in 2017 was US$4 billion, an increase of US$400 million or 12% from the US$3.6 billion in 2016. Immelt expanded GE from the industrial field to the software platform, and invested on a large scale in order to create a new business model, but the current profit and investment are very different; and John Flannery has been throttling and stopping losses since he took office. Under his leadership, GE will focus on the three major sectors of aviation, power generation and renewable energy in the future. It will take time to test whether the broken arm can be effective. Although the strategies of the two CEOs are different, the same background is that GE is facing difficulties as a whole. Founded in 1892, GE was formed by the merger of Edison Electric Company and Thomson-Houston Electric Company. Now the lighting business is no longer there. Due to factors such as the financial tsunami, the Internet bubble, and the lack of industrial innovation, this century-old company is facing challenges. In June this year, GE was removed from the Dow Jones Industrial Average. Judging from GE's financial report data for the past five years, it turned from profit to loss in 2017, with a loss of US$5.938 billion. Therefore, in recent years, "selling, selling" has been the main theme of GE. In April 2015, GE divested its financial business; in June 2016, Haier acquired GE's home appliance business; in June 2017, GE sold its lighting business; in 2017 In September, GE sold its industrial solutions business to ABB. In the same month, it sold its water treatment and process processing businesses. In 2018, GE's locomotive manufacturing business and industrial gas generator business were sold, and the medical business was split into independent companies. Today, GE's digital business is also facing the sale. Yao Peng, general manager of Foxconn Industrial Internet Enterprise Communications, said that the sale of Predix is ​​a business decision made by GE as a listed company from the perspective of cost-benefit ratio. This does not mean that GE has stopped exploring the practice and application of industrial Internet. , It does not mean that the development of the industrial Internet has undergone a directional turning point. Wang Yunhou, deputy general manager of CCID Consulting Software and Information Service Industry Research Center, also said that GE plans to sell the Predix platform. On the one hand, GE has invested a relatively large amount of human capital in the process of expanding the market, and income and investment are disproportionate; on the other hand, , GE’s other assets are also being sold, which may be in line with its own development from a corporate point of view. Industrial Internet Exploration If GE does not have Predix, its position in the Industrial Internet will be affected, but the development of the Industrial Internet platform will continue, and the goal is to help enterprises in their digital transformation. Whether it is Predix or Siemens' MindSphere or Dassault's 3DEXPERIENCE, they are all on the PaaS layer, above the IaaS layer of cloud computing and network connections, and below the SaaS application layer. The platform provides end-to-end connections, big data analysis, and customized software development on the platform. In short, these platforms can be compared to the factory version of the "Android system", but the difference is that the system of the industrial Internet platform is more complex, and the development of APP on the Android system does not need to change the underlying system, but in the industrial Internet The underlying system may need to be modified when the platform intervenes in the application. This also means that in the face of different industries, there are technical difficulties in platform customization, and the cost is also high. In a horizontal comparison, the more mature industrial Internet platforms are exploring different ideas. Yao Peng analyzed that GE has a tendency to shift from a general-purpose platform to a vertical industry strategy after losing weight. In fact, the Predix platform has always been regarded by GE as an operating system in the industrial field, and was initially positioned as a common platform for all industrial fields. The current strategic contraction means that the scale value-added model of the consumer Internet that follows Metcalfe's law is not necessarily applicable to the industrial Internet field. Compared with the consumer Internet, which directly faces the C-end where common needs are more easily discovered, the B-end customers that the industrial Internet faces have significant individual differences between industries and enterprises, and it is difficult to form a universal solution that is universal. The application scenarios of the Industrial Internet will be more customized based on the characteristics of vertical industries. Compared with the radical GE, Siemens was relatively pragmatic when it entered. For example, the MindSphere platform is built based on SAP's software. Subsequently, Siemens continued to carry out a wide range of acquisitions in software products. Its acquired products include product life cycle (PLM) management software, big data analysis solutions, NX CAx tools, Simcenter simulation and testing solutions, and so on. On July 9 this year, Alibaba Cloud and Siemens signed a memorandum of cooperation in Berlin, Germany, to jointly promote the development of the Industrial Internet of Things in China. The two parties plan to launch the MindSphere platform deployed on Alibaba Cloud in 2019. Taking the “Digital Twinâ€, an important part of the Industrial Internet, as an example, Wang Yunhou said that Siemens’ traditional advantage lies in PLM software. It has a lot of data in the R&D and production processes. Its “digital twin†is based on it. These R&D product data can then construct virtual product models. For example, the models in the automotive R&D process can be realized through simulation system software; GE is more about the digitization of factory assembly lines, such as simulation and real-time monitoring of chemical plant processes. "Digital twin" is the core technology of true industrial intelligence. It is equivalent to a parallel world in the industry. It clones traditional industrial data into a data virtual entity, simulates the actual production link in the virtual entity, and performs tuning, analysis and feedback based on the conclusions drawn. In addition to GE and Siemens, Rockwell has formed modular products in terms of data, which users can easily match and construct. The company has also developed APP application templates for the pharmaceutical, automotive and other industries. Although the sale of Predix has caused everyone to question the Industrial Internet, in Wang Yunhou’s view, everyone had expected too much of it before. Now the market space is not as big as everyone thinks. This is a long-term development process, and the domestic market is still in high frequency. Out, the more elementary stage. In the process of industrial Internet landing, Wang Yunhou also pointed out the difficulties: the core is still the personalized needs of enterprises. In the areas of CRM or traditional ERP, they are all standardized products, and for software companies, the cost is very low. However, the need for customization has a great impact on costs, and there will be a challenge on the technical level. Manufacturing companies will first focus on the industries that already have a foundation, and targeting the needs of the manufacturing industry in a broad sense will be a greater challenge. Another aspect is whether the platform has sufficient resources, such as whether it integrates many developers. At present, domestic platforms are also seizing the opportunity. Car Phone Wireless Charging Coil,Circuit Board Induction Coils,Intersection Induction Coils,Induction Coil Set Shenzhen Sichuangge Magneto-electric Co. , Ltd , https://www.scginductor.com