报告还指出，2023年主要市场变化包括大模型促进市场加速发展；应用覆盖率提升，数据需求持续释放；IPO收紧，融资困难，并购机会出现等趋势。IDC recently released the "IDC China infrastructure big data solution market share, 2023: application leading, AI promoting".
According to the app Smart Finance, IDC recently released the "IDC China infrastructure big data solution market share, 2023: application leading, AI promoting". Report data shows that in 2023, the total size of the Chinese infrastructure big data solution market reached 2.61 billion RMB, with an annual growth rate of 22.4%. The main factors maintaining a high growth rate in a generally sluggish market environment include: compared to industries such as the internet, finance, and government, the base and penetration rate of China's industrial big data market are relatively low, and the potential market demand is gradually being unleashed; in addition, the heat of industrial big models in the Chinese market continues to be maintained, industrial big data is a necessary pre-market for big model applications, one of the three elements of data, which also brings certain market increments, and some service providers are actively transitioning to data-model integrated solutions.
IDC predicts that with the further improvement in market penetration rate and the exploration of high-value scenarios for AI and big models, this market will continue to maintain a high growth rate in the coming years. In terms of competitive landscape, Huawei Cloud, Aliyun, and Sangfor connect rank in the top three in the Chinese infrastructure big data solution market in 2023; Dipu Technology, New H3C, MerinData, and business-intelligence of oriental nations corporation (300166.SZ) are ranked fourth to seventh.
The report also points out that major market changes in 2023 include big models promoting accelerated market development; application coverage rate increasing, continuous release of data demand; tightening IPOs, financing difficulties, and opportunities for mergers and acquisitions.
Du Yanze, senior research manager of IDC's China infrastructure, stated that with the market's development and the upgrading of user awareness, what most manufacturing companies need is not just a big data platform, but an end-to-end solution led by applications, supported by platforms and data governance. In addition, the sustained popularity of big models has also become one of the factors for enterprise investment, with some service providers starting to offer integrated data model solutions. Since application based on data cannot be achieved overnight, it is recommended that manufacturing companies plan systematically, first complete organizational and process support systems at the enterprise level, data standard systems, and other data governance work, and then solidify them in the enterprise-level big data platform, laying a solid foundation for data-driven big data and AI/GenAI applications.
