Compared with the strong performance of the past few years, the growth rate in 2022 has dropped significantly (annual growth rate of more than 30% in the previous three years). The impact of the pandemic and its restrictions cannot be ignored - businesses are showing less enthusiasm for cloud adoption and more focus on the operational cost benefits cloud computing brings. Customers who have migrated to the cloud are starting to focus on platforms and software services. As restrictions are lifted, the negative impact on businesses is winding down and demand for cloud computing is poised to return. But a certain level of caution around IT budgets will make it difficult for cloud computing growth to return to its peak. In 2023, Canalys expects spending on cloud infrastructure services in China to grow by 12% for the full year. In 2022, the top four cloud computing vendors in mainland China, Alibaba Cloud, Huawei Cloud, Tencent Cloud and Baidu Smart Cloud, will increase by 9% in total, accounting for 79% of total cloud service customer spending. Carrier companies led by China Telecom are trying to seize market share by launching their own cloud services, resulting in a very slight decline in the market share of the top four cloud computing vendors. The competitive pressure brought to the top four manufacturers will be further reflected, especially in the government and public sectors, because this part is where the operators' competitive advantages lie. Although the carrier cloud is gaining momentum in its infancy, there are still gaps in the provision of platforms and software capabilities. They need to bridge this segment of the gap before they can become a strong player in the cloud infrastructure services market. In 2022, PaaS (Platform-as-a-Service) will account for 23% of the entire Chinese cloud service market. "Enterprise customers' requirements for cloud services have become more complex, and many customers require customization, and the focus has shifted from simply providing cloud infrastructure to providing comprehensive cloud platforms and software capabilities," said Canalys research analyst Yi Zhang. "The share of PaaS is expected to increase in 2023 as China's leading cloud vendors announce investment in recruiting vertical-focused partners to provide customers with PaaS solutions." Alibaba Cloud remains No. 1 in 2022, accounting for 36% of total customer spending on cloud infrastructure services after a 7% year-over-year increase. Alibaba Cloud has had a tough year, with growth rates declining quarter-over-quarter after a strong 2021. However, shrinking revenue from internet-based customers (which is Alibaba Cloud's strongest business unit) is expected to decrease in 2023. Cloud demand from internet-based customers will rebound as the economy stabilizes after pandemic restrictions are lifted. After overcoming the security crisis, Alibaba Cloud is actively seeking customer expansion opportunities in the government and public affairs fields. Alibaba Cloud is making steady progress in its overseas expansion, announcing the opening of a third data center in Japan this quarter. Looking across 2022, it launched six new data centers in Asia Pacific, the Middle East and Europe, spanning three continents. Huawei Cloud ranked second with a 19% market share and grew 13% annually, ahead of the overall market growth. In 2022, HUAWEI CLOUD has achieved considerable returns from its investment and construction of the channel ecosystem, with revenue from partners increasing by 55%. It announced that it will upgrade its partner program to provide partners with more attractive benefits in terms of partner incentives, but the specific content of the upgraded partner program remains to be seen. In addition, benefiting from its strategy of helping Chinese companies expand overseas, HUAWEI CLOUD's revenue growth in overseas regions this year has been impressive. It plans to open new data centers in Turkey, Saudi Arabia, the Philippines, Egypt and other regions in 2023. Tencent Cloud ranked third with a market share of 16%. Tencent Cloud continued to be affected by internal business restructuring this year, and revenue growth slowed down. However, following its profit-focused strategy, it has turned its attention to developing platform and software service capabilities, and it will rank second in the PaaS market in 2022, behind Alibaba Cloud. In addition, it launched a new audio and video brand Media Services in 2022, covering 400 one-stop audio and video media services. Tencent Cloud is determined to become a competitive and differentiated advantage based on its media service experience. Tencent Cloud has recently expanded its product portfolio, including the launch of "Metaverse-in-a-Box" to accelerate enterprises' journey into the "Metaverse". Baidu Smart Cloud will account for 9% of China's cloud computing market in 2022 and grow 11% year-on-year. Baidu Smart Cloud restructured its cloud business in the fourth quarter and proactively shed low-efficiency projects, which will have an impact on its growth rate in the short term. Baidu has been following a strategy of combining artificial intelligence and cloud services. With the launch of ChatGPT making waves, Baidu launched a local version of the ChatGPT model in March 2023. In the future, Baidu Smart Cloud is likely to use this as a unique value proposition to attract enterprises to join Baidu Smart Cloud, similar to Microsoft's integration of OpenAI. Cloud Infrastructure Services Canalys defines cloud infrastructure services as providing Infrastructure as a Service (IaaS) and Platform as a Service (PaaS) on dedicated hosted private infrastructure or shared public infrastructure. This does not include direct software-as-a-service spending, but includes revenue generated from providing infrastructure services to host and operate the software. Reposted from: International Electronic Commerce, automatically translated by Google

On March 9, SAIC Motor announced that in order to further improve the company's expansion and flexibility in the layout of the automotive industry, the company's subsidiaries SAIC Financial Holdings, Huayu Shanghai, Donghua Automobile, and Zoomlion Electronics intend to cooperate with Zhanxin Fund , Modern Industry Fund, Chongqing Yufu, etc. plan to jointly invest in the establishment of "Henan Shangqi Huirong Shangcheng No. 1 Industrial Fund Partnership (Limited Partnership)". According to the announcement, the newly established industrial fund has a target subscribed capital contribution of 4 billion yuan, and the first closed scale is 3.373 billion yuan. Among them, SAIC Group subscribed a total of 1.47 billion yuan, holding 43.58% of the fund shares. The fund will focus on fields related to automotive electronics, semiconductors, new energy, and industrial chain extension, focusing on subdivided track projects such as autonomous driving, smart cockpit, low-carbon travel, semiconductors, and information security related to the industrial chain. It is worth mentioning that within one month of last year, SAIC Motor participated in the establishment of industrial funds three times. The investment directions of these funds include dual carbon, semiconductors, automotive electronics, advanced manufacturing, new materials, new energy, intelligent network and so on. Automobiles are one of the important application scenarios of chips. In recent years, with the development of intelligent and electrified automobiles, chips have become more important. In this regard, the country has successively issued a number of industrial policies, such as "Automotive Semiconductor Supply and Demand Docking Manual", "Smart Vehicle Innovation and Development Strategy", "Automobile Industry Medium and Long-Term Development Plan", etc., to encourage and support the development and innovation of the automotive chip industry, and then seek To achieve the goal of domestic substitution. With the iterative update of automobile technology and the periodic shortage of chip supply, the lack of chips for car companies has always been the focus of heated discussions in the global auto industry. With supply in short supply and opportunities and challenges coexisting, many domestic car companies have broken the situation through strategic investment, independent research and development, and joint research and development. In addition to the above-mentioned SAIC Group, many domestic car companies such as BYD, Great Wall, Dongfeng, and Changan have also begun to accelerate the layout of the automotive chip industry chain. In the long run, domestic car companies are actively developing automotive electronics, semiconductors and other fields, not only to cope with the current shortage of cores, but also to meet the current hot wave of new energy vehicles. We will wait and see whether domestic car companies will explore a path of self-development and sustainable development in the future. Reposted from: International Electronic Commerce, automatically translated by Google

Artificial intelligence voice assistants are being integrated into cars to achieve free and intuitive functions. Voice assistants such as Apple Siri can recognize and respond to natural language orders, so that drivers can interact more effectively with vehicles. It is complicated to integrate natural voice virtual assistants and require a lot of professional knowledge in resources and learning and data collection. Therefore, only a few companies can successfully achieve this. The popularity of ChatGPT has prompted many people to think about AI's potential applications. One of them is in the automotive field. With the simplification of the vehicle dashboard, the trend of integrating more functions to the central display, such as entertainment, climate control and vehicle diagnosis. The central computer in the vehicle is becoming more and more powerful, and can do more. All of this allows the driver to interact with their vehicles in a simpler and more user -friendly way, and at the same time enable more advanced and customized functions for the vehicle itself. In addition, this matches the development of software definition vehicles, the latter controls all vehicle functions by using a centralized software architecture to make this integration further. This allows greater flexibility and the ability to update the vehicle system through the air (OTA). People are increasingly needed to integrate additional functions into the central display, such as voice assistant, car digital assistant, and other senior driver assistance systems (ADAS). However, excessive simplification can lead to many problems. Although modern cars generally use touch screen displays, some people still like to use knobs or buttons in the car cab. The following are some reasons: Touch Feedback: Many people find that using these physical controls is more intuitive than browsing the digital menu on the touch screen display. The knobs and buttons will provide physical feedback when they are pressed or rotated, which allows you to interact easily with the control without the need to remove the sight from the road. Visible: In some cases, the knobs and buttons are more likely to see and use under the bright sun or other challenging light conditions, because they are not affected by glare or reflection like the touch screen display. Safety: The use of physical knobs and buttons is safer to interact with the touch screen display because it allows the driver to put their hands on the steering wheel and stare at the road. Therefore, installing a user -friendly, reliable and intuitive simplification of the human -machine interface (HMI) on the central screen of the car is critical to minimize the driver's learning curve and enable them to easily and efficiently access the required need Functions without any errors. The most important one is the virtual voice assistant. There are several popular virtual voice assistants in the market today, such as Amazon Alexa, Google Assistant, Apple Siri, Microsoft Xiaona, Samsung Bixby, Baidu Duer and Xiaomi Xiaoli. In addition, there are other proprietary virtual voice assistants designed for the automotive industry, such as CERENCE, Soundhound house, Harman Ignite and Nuance Dragon Drive. Most of the virtual assistants in the automotive industry are integrated with the vehicle information entertainment system, providing drivers with various voice control functions, including recreational telephone, weather forecast, music flow and voice control navigation. In addition, they aims to identify and respond to natural language orders so that drivers can interact with vehicles in a more intuitive and easier way. By providing a safe and convenient way to interact with the vehicle, these virtual voice assistants allow the driver to put their hands on the steering wheel and stare at the road. Although the virtual voice assistant has improved significantly in recent years, there are still some challenges to be resolved. The following are some common problems currently existing virtual voice assistants: Understanding complex commands: Virtual voice assistants may encounter difficulties when understanding complex commands or requests involving multiple variables or conditions. Voice and dialect: Virtual voice assistants may also be difficult to understand users with different accents or dialects. Background noise: virtual voice assistant may be very sensitive to background noise, which makes it difficult for them to understand the user's command or request. Privacy issues: As virtual voice assistants become more and more common, people are more and more worried about the privacy of user data. Integration with other automotive system: virtual voice assistant may be difficult to integrate with other systems or equipment, which may limit its function and practicality. ChatGPT can be said to be natural language and talks like humans, because it is a language model that uses deep learning technology called the Transformer architecture to train a lot of text data. During the training, ChatGPT came into contact with a large amount of natural language text data, such as books, articles and web pages. This enables it to learn the patterns and structures of human language, including grammar, vocabulary, syntax and context. Different from the widely foundation training methods, natural language training (such as training provided by ChatGPT) allows the development of models that fine -tuning for specialized datasets, which may include commonly used vehicle commands or a series of different ethnic accents. Then fine -tune the model by further training models on the large -scale unsigned data corpus to improve its language understanding ability. In general, the potential of car natural language voice dialogue assistants is huge. With continuous research and development, we can expect to see more advanced and more complicated voice assistants in the future. It is a complex and time -consuming process to develop a successful use of a natural language virtual voice assistant for cars. It requires multiple iteration training and fine -tuning. Because development requires a lot of data, computing resources and professional knowledge, only a few companies such as Microsoft, Tesla, Nvidia, Qualcomm, Google and Baidu have resources to take on this work. The development of this technology is estimated to take three to four years. The demand for vehicles above level 3 will increase. Just as our report, "Should the original equipment manufacturer of automobiles enter the production of autonomous driving chips?" The automotive industry will face obstacles related to electrification and intelligent technology, and requires continuous capital investment and semiconductor suppliers. Therefore, only a few veteran car manufacturers with considerable economies can provide funds for these measures. The increasing popularity of natural voice control in cars will only exacerbate these challenges. Reposted from: International Electronic Commerce, automatically translated by Google

IDC predicts that by 2025, the cloud will overtake on-premises infrastructure as the primary location for 65% of A2000 organizations to store, manage and analyze operational data. IDC's Future of Operations Framework describes how organizations can improve their decision-making processes and efficiency by adopting data-driven operations (DDO). The central role cloud plays in DDO is reflected in data from IDC's 2022 Worldwide Future of Operations survey, which shows cloud technology as the top technology priority for organizations in Asia Pacific. Eighty percent of respondents said cloud is important or critical in terms of its ability to help organizations achieve operational excellence and resiliency. Other key technologies needed to enable efficient and optimized operations include robotics, mixed reality tools, edge computing, 5G and cybersecurity. Ten forecasts for cloud computing and other market operations in 2023: Cloud will surpass local infrastructure and reach 65% dominance. "Organizations in Asia Pacific understand the need to invest in key technologies to enable data-driven operations. Organizations need new digital capabilities and must build foundational technologies such as cloud and next-generation connectivity," Rakesh Patni, Associate Research Director, Future Operations, IDC Asia Pacific explain. “However, another important aspect that organizations cannot ignore is developing talent—either by hiring and partnering with service providers, or by upskilling and reskilling existing employees. Only by aligning talent and technology with the right Aligned with strategic strategies, organizations can achieve optimized and efficient operations. Future forecasts of operations reveal opportunities and act as signposts to help organizations in AP to digitally transform,” Patni added. IDC's Top 10 Predictions for the Future of Operations to 2023 provide business leaders with guidance on how and where to implement and maintain data-driven operations: #1. Sustainability of operations: By 2026, 40% of Asia 2000 (A2000) industrial organizations will make real-time decisions that balance economic and sustainability metrics, while improving both sets of metrics across the enterprise by 5%. #2. Lifecycle carbon footprint: By 2026, 30% of product-centric organizations will use digital tools to measure lifecycle carbon footprint, requiring better integration of PLM and operational data. #3. Talent from service providers: By 2024, talent shortages and pressure to improve operational performance will force organizations to reevaluate their digital transformation approaches to greater use of external services. #4. XR/AR/VR in Operations: Use of Extended Reality technologies including AR/VR/MR tools to increase by 40% by 2027, creating a new generation of digital workers and reducing operator/field crew errors 30% #5. Robotics and inspection: The use of robots in non-traditional areas, especially remote inspection and maintenance, will increase by 25% by 2027, resulting in a 40% reduction in inspection errors. #6. 5G’s impact on operations: By 2024, digital-first operations enabled by 5G connectivity will improve worker safety, resulting in a 20% reduction in lost-time accidents. #7. Satellite Edge in Operations: By 2027, 40% of remote operations will use satellite-enabled AI/ML technologies to collect and analyze data at the edge, reducing costs and increasing natural resource sector production and energy use. #8. Cloud in Operations: By 2025, the cloud will surpass on-premises infrastructure as the primary location for storing, managing and analyzing operational data for 65% of A2000 organizations. #9. Organizational Refactoring: By 2024, 30% of industrial organizations will be leaner and more agile than their competitors as real-time operational insights are available to anyone, anytime, anywhere. #10. Cybersecurity in Operations: By 2026, 40% of organizations will increase the use of IoT and OT cybersecurity solutions at the edge, halving OT cybersecurity vulnerabilities. Reposted from: International Electronic Commerce, automatically translated by Google

TechInsights' mobile subscription service summarizes the following trends that are shaping the enterprise market in 2023 and beyond. Key trends outlined in our latest forecast report include working from home, 5G, IoT, cloud, metaverse, and quantum computing. The workplace will continue to diversify, decentralize and virtualize All indications are that hybrid working is becoming a new trend in the workforce. Employees working remotely still largely expect a hybrid office environment. 2023 sees second wave of 5G deployments, increased interest in private 5G An ecosystem of operators, solution providers and end users (consumers and enterprises) will require 5G to successfully realize its potential. The second wave of 5G development will see a range of different use cases, including a focus on compelling and affordable devices and continued network modernization. B2B 5G laptops are finally taking off Smartphones are driving demand for 5G chip development and shipments, but chip suppliers are also struggling to tap adjacent markets. One of the biggest opportunities for 5G in devices other than smartphones and tablets is laptops. 2023 could be the year 5G laptops become popular among business users, and corporate PC buyers will likely want their laptops to feature cellular connectivity. Cloud sovereignty is increasingly important to the future of data management The trend towards cloud sovereignty has been one of the central topics raised by businesses, especially in Europe (since GDPR came into effect in 2018). This is being driven by demands from governments and businesses to strengthen data privacy and cybersecurity. For example, Gaia-X is a French and German-led cloud sovereignty architecture driven by customer data sovereignty that provides digital transformation in Europe. A trusted interoperable cloud service can scale 5G, AI and IoT. Another year of IoT integration, Xingdi IoT hybrid connection will be popular 2022 will be a busy year for IoT vendors to assess their position in the market. We expect market consolidation to continue in 2023, and the future of IoT business is expected to be driven by growing demand for more connected and intelligent systems to improve efficiency, reduce costs, support new business models, and enhance user experience. We also expect satellite networks to change the global connectivity landscape — but not in the way everyone expects. New technologies are also emerging to provide terrestrial and satellite connectivity through a single communications radio chipset. For example, the LoRa Edge LR1120 chipset supports Sub-GHz LoRa, SATCOM S-band and 2.4 GHz LoRa. Quantum Computing Advances Rapidly We are reaching the limits of conventional computing, and to drive future advances, quantum is inevitable. Quantum computing is rapidly transitioning from a scientific possibility to a technological reality. More HPC providers will try their hand at quantum in 2023. In the next 5-10 years, quantum computing will become available and viable use cases for enterprises in fields such as energy, manufacturing, oil and gas, construction and engineering, defense, healthcare and financial services. This presents a huge opportunity for businesses to benefit from technologies that have the potential to create game-changing value. The metaverse will play an increasingly important role in the work environment We expect to see more advanced avatar technology in 2023. Some companies are already using metaverse technologies like AR and VR for training and onboarding, a trend that will accelerate in 2023. Over the next 2-3 years, most virtual meetings will move from 2D camera image grids to Metaverse, a 3D space with digital avatars where professional meetings can be held in virtual office spaces or elsewhere, recreating interactions with other avatars true feeling. Wi-Fi 7 has arrived and will overtake Wi-Fi 6E in shipments in the next 2-3 years We expect Wi-Fi to maintain its preeminence in intra-enterprise connectivity, with new Wi-Fi 6E/7 generations establishing and expanding its role and utility across verticals, especially on the 6GHz spectrum. Wi-Fi 7 devices will begin shipping in 2023 and are expected to surpass Wi-Fi 6E shipments in 2025-2026. The first smartphone with Wi-Fi 7, the Mi 13 Pro, has already started rolling out in China. Mobile devices go circular: More reuse and recycling in 2023 We will see a move towards more sustainable efforts. Many mobile operators have started focusing on recycling and extending the life of mobile devices. End users will think more about where components such as computer chips used in smartphones, tablets and computers come from and how we use them. According to our survey, replacement cycles have become longer among business users and consumers. Therefore, if the average replacement rate is extended by 12 months, it will have a significant impact on emissions and e-waste. Reposted from: International Electronic Commerce, automatically translated by Google

Recently, according to the Korean media "BusinessKorea", Samsung Electronics has maintained the first position in the global DRAM and NAND flash memory markets for 30 consecutive years and 20 years respectively. At the same time, major manufacturers have been tirelessly pursuing higher layers of flash memory and more advanced memory manufacturing processes for many years. The industry is worried that Samsung's dominance will be shaken in the future. Under these circumstances, will the memory market structure change in the future? Manufacturers such as Micron, SK Hynix, and Samsung have been chasing higher layers of NAND flash memory. After surpassing 100 layers, they began to move towards 200+ layers to improve performance. Judging from last year's technical achievements, for Micron, in July 2022, Micron's world's first 232-layer NAND flash memory was officially mass-produced in the Singapore factory, while Samsung was working hard on 176-layer NAND flash memory at that time. In December of the same year, Micron successfully shipped 232-layer NAND client SSDs to PC OEM customers, which are suitable for mainstream notebooks and desktops. For SK Hynix, in August 2022, SK Hynix successfully developed 238-layer NAND flash memory, which is currently the highest number of layers in the world. Put into mass production in the first half of the year. As for Samsung, as the industry continues to report new developments in flash memory technology, Samsung can't help being anxious. Faced with various noises, Samsung has stated that it will release 236-layer NAND flash memory products in 2022. To further increase research and development efforts, Samsung also plans to open a new research and development center, which will be responsible for developing more advanced NAND flash memory products. Finally in November 2022, Samsung announced the mass production of 236-layer 3D NAND flash memory chips, which is the 8th generation V-NAND of 1Tb (128GB) three-bit cell (TLC) with the highest storage density among Samsung products. Samsung's ninth-generation V-NAND is currently under development, and plans to mass-produce the ninth-generation NAND flash memory from 2024. Samsung has predicted that by 2030, the company will create V-NAND with more than 1,000 stacked layers. And to achieve this, Samsung is transitioning from the current TLC architecture to a quad-level cell (QLC) architecture to increase density and enable more layers. As for Western Digital/Kioxia, Western Digital said in May last year that it will launch more than 200-layer (BiCS+) flash memory products with Kioxia in the future, and will successively launch more than 300-layer, 400-layer and more than 500-layer flash memory products before 2032 technology. However, there is currently no latest news from Western Digital and Kioxia. Reposted from: International Electronic Commerce, automatically translated by Google