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Getech CEO He Jun Dialogue with 'National Business Daily' | Scenario Empowerment and Vertical Capabilities are Key Competitions for Industrial Internet Platforms at This Stage

"The industrial internet is shifting from pursuing platform scale and number of device connections to pursuing empowerment capabilities in scenarios," said He Jun. He told reporters that scenario empowerment capability and vertical capability are the key capabilities that industrial internet platforms compete at this stage.
"Because the semiconductor industry has particularly high requirements for the stability and integration of productivity software. Therefore, promoting the localization of software in the semiconductor industry has always been quite challenging."


In the recently released "2022 List of New Cross-Industry and Cross-Domain Industrial Internet Platforms" (hereinafter referred to as dual-cross platforms) by the Ministry of Industry and Information Technology, Getech, strategically incubated by TCL, is among them. The "dual-cross platform" is known as the "national team" of industrial internet platforms, shouldering the mission of internationalizing China's industrial internet capabilities.
On the afternoon of May 11, Getech CEO He Jun accepted an exclusive online interview with a reporter from 'National Business Daily'. During the interview, he told the reporter that in recent years, industrial internet platforms have accelerated their下沉 (sinking), and everyone has gradually realized that industrial internet platforms ultimately serve the industrial site and solve various problems on the production site. Scenario empowerment capability and vertical capability have become the key competitions for China's industrial internet platforms at this stage.
He Jun also stated that the pan-semiconductor industry chain and new energy industry chain are the key areas served by Getech's Dongzhi Industrial Application Intelligent Platform (hereinafter referred to as Dongzhi Platform). Compared to other discrete manufacturing industries, promoting the localization of industrial software in the semiconductor industry is more difficult, but Getech has made significant breakthroughs and will further promote industry autonomy and controllability by increasing R&D investment.


Scenario Empowerment and Vertical Capability Become Key Competitions for Various Platforms


Scenario empowerment and vertical capability have become the key competitions for various platforms. It is understood that Getech was established in 2018 and is an industrial internet platform enterprise incubated by TCL based on the "oriented to the industrial site" direction. So far, the Dongzhi Platform under Getech serves 22 industries and has served nearly 20,000 enterprises. The reporter noted that the Dongzhi Platform is a national-level "dual-cross platform" originating from semiconductor manufacturing.
On the afternoon of May 11, during an exclusive interview with a reporter from 'National Business Daily', He Jun mentioned that Getech was incubated relying on TCL Huaxing, starting from the semiconductor industry and gradually extending its digital business to upstream and downstream enterprises in the semiconductor industry. Today, pan-semiconductor has become the most important service area for Getech. Next, pan-semiconductor, new energy, 3C electronics, smart cars, etc., will be the vertical fields that Getech further深耕 (deepens).



He told the reporter that under the dual catalysis of the manufacturing industry's increased awareness of digital transformation and the supply side providing more low-cost solutions, the industrial internet has developed significantly compared to three or four years ago. However, although the number of industrial internet platforms nationwide has reached thousands, platform enterprises truly capable of providing overall solutions are still scarce. "So I think the development of the entire industry is still in an early stage."
He Jun said that in the past few years, the development focus of domestic industrial internet platforms was on the platform side, concentrating on设备互联 (device interconnection). All parties also evaluated industrial internet platforms with the mindset and concepts of the internet, where the number of device connections and the coverage of service areas became important indicators for evaluating an industrial internet platform.
But in the past two years, the industry has begun to realize that industrial internet platforms ultimately serve the industrial site. "(At this stage) the development of industrial internet platforms has become more下沉 (sinking), tending to solve complex problems on the production site." In addition, various platforms have also begun to pursue depth and specialization in vertical industry scenarios. "The industrial internet is shifting from pursuing platform scale and number of device connections to pursuing empowerment capabilities in scenarios," said He Jun. He told the reporter that scenario empowerment capability and vertical capability are the key capabilities that industrial internet platforms compete at this stage.


Investing 2 Billion to Promote Localization of Industrial Software


He Jun stated in an exclusive interview with a reporter from 'National Business Daily' that compared to other discrete manufacturing industries, pan-semiconductor manufacturing factories have quite complex processes and crafts, with huge amounts of data. Therefore, in the process of building digital platforms and software development, the team needs to have a deep understanding of the industry and相当丰富的经验沉淀 (quite rich experience accumulation). Precisely because of the "three highs" (i.e., high value, high precision, high frequency) characteristics of pan-semiconductor industry equipment, this industry has very high requirements for the performance of corresponding industrial internet platforms and the data processing capability at the edge.
He Jun also stated that compared to other industries, the localization level of production software in the semiconductor industry is very low, long monopolized by overseas enterprises. In contrast, in discrete manufacturing,基本上核心的软件都有国产化软件能替代 (basically all core software can be replaced by localized software). "Because the semiconductor industry has particularly high requirements for the stability and integration of productivity software. Therefore, promoting the localization of software in the semiconductor industry has always been quite challenging."
He Jun told the reporter that in the next 5 years, Getech will invest over 2 billion yuan in R&D and promotion around key technologies such as edge intelligence, AI, and digital twins to enhance the technical support and empowerment capabilities of the Dongzhi Platform. "We plan to invest 2 billion in the next 5 years to continue breaking through core key technologies and achieving the localization of industrial software. First, we hope to achieve complete autonomy and controllability in core industrial software; second, we hope to use Getech's Dongzhi Industrial Application Intelligent Platform to重构 (reconstruct) the operating system of high-end factories," said He Jun.


*Article sourced from 'National Business Daily'


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