Simple understanding of the software industry
2003.9 (all copyright reservations)
First, basic understanding
1. Supply strength and consumption power
Simply divide all the strengths in this industry into supply forces and consumption. Supply forces include suppliers, organizations, products and services, as well as industry technology research power, and more. The products and services are collectively referred to herein as a product.
Any source of specific supply products is technological innovation.
Supply consumption process is actually a large provider or organization, making innovative technologies into products or services, providing the process of providing the consumer side. Currency, funding is the auxiliary tool used in this process.
2. Organization for supplying strength
The supply force is supplied as the core. The supplier consists of the actual situation of technical productization and consumption. The company is the main form of supply forces.
The social education industry has undertaken the continued supply of suppliers in the industry. Government and other social institutions have funded several technical research institutions for research - mainly the basic, forward-looking technique for supplying corporate efforts.
3, consumption power
The consumption power is not simple to determine whether it is accepted according to the technical performance of the product. Consumption power has its own laws and characteristics. The funding cycle of consumption is self-funded, and the demand for product technology, consumption expectation and psychological changes, and scale effects have an important impact on the consumer process.
The increase or decrease in consumption power is much continuous and smooth relative to the changes in supply technology. Depth innovation supplies require longer consumption growth process.
4, interaction of supply forces and consumption power
In most cases, new products are suppliers, company proactive, and then supply forces to develop consumption power.
A large supply consumption activity of the same type is collectively referred to as the market. Government and laws, industry associations are the supervision power and coordination of this trading activity.
The growth process of consumption power can be divided into several phases or periods according to the changes in the power of both parties.
Under normal circumstances of success mode, the supply force is alternately increased. In a certain stage, the consumption power will suddenly grow high speed, which has greatly exceeded the growth rate of the supply force, so the supply forces also followed high-speed growth. For business masters with deep technical capabilities, it will form new supply forces before this stage to annex the original supply force; or develop products and achieve weak technical advantages relative to the original supply forces, and then cooperate with powerful supply means It will eventually obtain the dominant position of the supply. This surplus repertoire is constantly staged, even if there is copyright and other regulatory mechanisms.
The unsuccessful situation accounts for most, and the supply force is self-destroy. There are many reasons for unsuccessful. From the perspective of technology, there is two common situations that are not technically or over-focus on deep technology.
Excess supply and excess consumption are foam, and the foam is injured is the foam manufacturer, and the excessive will not have a return funds; while consumer excessive products will not be worthwhile.
Second, a simple understanding of the world software industry
1. The software industry in major developed countries has basically reached the balance of supply and consumption.
Its consumption power growth has driven the overall high-speed growth. This industry is already mature. The variation of the software industry in its national economy is not large. Software Supply Force In order to reduce costs have begun to integrate internal integration - the performance of the industry has developed to the stage peak.
The technical upgrade of the software supplier continues, this is the characteristics of this industry, but does not significantly increase the total supply force, just supply for internal competition.
2. Software supply for developed countries will expand to developing countries
This is the inevitable business, and it is also the inevitable trade globalization.
The core competitiveness of the software supply (such as technology) will continue to develop in developed countries, while the external technical content is low, and the supply work of change in variation will be completed by the supply forces of developing countries close to consumer power.
Just like the leadership of multinational companies in developed countries, the software industry in SMEs will also cover the shadow of multinational companies. With the development of global trade, the division of software in the software industry will also gradually change.
Third, the development of domestic software industry
The supply of domestic software industry can be divided into three parts: foreign supply forces, domestic local supply forces, domestic consumption power. Foreign supply forces refers to international software suppliers and its products. Domestic local supply forces (hereinafter referred to as local supply forces) refers to domestic software companies and products. Domestic consumption power refers to the consumption power of purchasing products in the domestic market. 1. Basic Pattern in a number of years
The transaction of software products has been mainly carried out between foreign software supply forces and domestic software consumption power, and domestic software supply power is the survival development in the middle of the splices, so that this pattern still has not changed. Local Software Company has developed products that are suitable for domestic customers in the platform of foreign software companies. Although there are some larger software supply companies now, it is not worth mentioning compared with foreign suppliers. According to the general estimate, this pattern will remain a long time.
The root cause is the weak small domestic consumption power, and it is impossible to provide sufficient strength and supply forces to promote each other. So far, foreign supply forces have not earned how much money from domestic customers. In a few years, in the face of the relatively huge domestic software power and the gradual growth of domestic software power, domestic software consumption power will always be relatively weak, that is, it will be in the stage of cultivation. Domestic software consumption power will be the main constraint of the development of the software industry.
However, domestic consumption power can be seen in continuous growth, and numerous statistics (such as CCID) can see.
The supplier of the local supply is also growing. However, for a long time, the local supply forces will always be based on foreign supply power, and will have no core competitiveness for a long time, and can only change with foreign supply forces (such as technical upgrade, etc.).
When the growth of local supply is to a certain stage, some may have some of the domestic consumption power and go to foreign markets, become part of foreign software supply forces - low technical content, labor-intensive part, participate in foreign supplies and consumption transactions . But this development is limited, and we will also lack core competitiveness for a long time. Considering this problem can not only look at India in the short term - they do not have core competitiveness, but also look at the costume processing industry in domestic coastal areas, and today's industrial layout is constantly changing today, there is no core competitiveness. The hardships and difficulties they have experienced. Considering the development of the global clothing processing outsourcing industry in the past two decades, considering the development of global software outsourcing industry in the next decade. Any idea that expects to develop core competitiveness on the basis of low-tech outsourcing is to start the soil in the extreme, especially away from consumer power, and there is no power supply for the core competitiveness. It is impossible to be dominated.
2, the big development in the domestic software industry
The software industry is one of many industries in the national economy, and is developing with society. For a long time, other industries in China have developed rapidly, but they cannot deny the overall operational level, especially the management level is still very low. Software products are important tools for improving competitiveness in other industries. However, during a period of time, the main driving force of domestic economic growth comes from a large amount of release of low-level labor, and other economic structural reforms, the domestic industries have come to management to manage technological progress. It takes a certain amount of time to improve competitiveness. On the other hand, the growth of software consumption power in personal consumption software has seriously dependent on the government's copyright protection, and this also takes a certain amount of time.
The wind is long-eyed. According to the country's development plan, by 2020, GDP will turn back two, reaching 4 trillion US dollars, which has some credibility. In such a social process, the growth of domestic software consumption power is expected. Some software consumption for software that will continue to enhance their competitiveness in industries competing in the intense international market, will be indispensable.
Software supply power will eventually ushered in its large development period as the development of society, especially local supply. There have been many precedents in this regard. The Lenovo and Telecommunications Equipment Manufacturing Industry in the PC manufacturing industry is in the process of substantial growth in consumption, which is growing in the fierce competition with the strong competitance of foreign supply forces. The geographical demand of software consumption is much stronger than the above, the local software supply force is a bridge between foreign software supply power and domestic consumption power. In the future, it will overcome Microsoft, IBM and other foreign software supply giants have obtained supply leading The status will be very possible. This overcome is not eliminated or squeezed out of the market, but establishes core competitiveness to become the main part of the supply force. Of course, the core competitiveness of local software supply, in the foreseeable future, will not mainly technical strength, but the power of application requirements, supply channels. Also, it is inevitable that there is a case like Lenovo to eat D-Link. In the software industry, Liu Chuanzhi (Lenovo Leader), the story of the predecessors such as Ren Zhengfei (Huawei Leaders) will definitely be reproduced. Be a solid backfield with domestic consumption, the new generation of local software supplies will definitely go to the world.
3, the hard work of local software supply forces
There is no maturity between domestic consumption power, and the local developer or company can only follow the advancement of foreign software giants, and patiently cultivate domestic consumption power.
Before the domestic consumption is not high, the local developers or companies can only struggle hard.
Some small consumer power growth in society is, it is also available from time to time, but it is not possible to return to high hopes or excessive chase, and large-scale investment is easy to return.
Such a large industry, so many applications, some directions have not grasped developers or companies may be "empty past" - empty talents, but there is no too much. There is no good way to say this, and there are too many people who have a "empty past" in the past.
The software industry's talents flow to other industries may not be a bad thing. It may affect the establishment and stability of the software supply team in the short term, but long-term perspective will improve the application and consumption capacity of other industries. Local software talent services are also harmonious than the disadvantage, at least in cultivating talents.
People who really have the software supply should calm down, not for a while, in-depth training of core competitiveness, cautious analytical situation, decisive, and go back, create a new generation of local software supplies story.
