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疫情中的停工期,长途办公若何大显神威

颁布发表者:青岛希尼尔翻译公司      颁布发表时候:2019-02-03

                                                                                  

明天,是春节假期竣事后的第一天,也是良多公司起头停工的第一天。
Today is the first day after the end of the Spring Festival holiday, and also the first day when many companies resume work.
为了延续做好疫情防控任务,不少公司挑选为员工开启长途办公形式。
In order to continue to do a good job of epidemic prevention and control, many companies have chosen to open a remote office mode for their employees.
良多供给长途办公东西办事的厂商也闻风远扬:腾讯文档免费铺开长途协作办公功效;华为云Welink开放免费产物办事功效;字节跳动旗下的飞书,免费开放全数长途协作办公办事……

若是说非典吹响了长途办公的第一声军号,那末在手艺日臻成熟的明天,加上这次疫情催化,长途办私有不可以或许或许迎来迸发式增添,被更多企业和员工采取并持久接纳?

本周,国泰君安证券研讨推出“在线经济”专题,聚焦疫情之下那些必须存眷的财产。

明天,咱们和您分享的是本次专题的第一个话题——“长途办公”。

01

请回覆,2003

虽然Polycom在2003年取得了中国的大单,但因为高速收集还不完全前进,那时的Polycom装备须要基于专线收集运转,操纵场景规模于集会室,没法供给对外办事。加上装备调试庞杂,须要专人操纵、专人保护等等题目,Polycom并不取得后续的胜利。

2016年,Polycom被私有化退市,2018年又被并入加拿大巨子Mitel麾下。

虽然如斯,Polycom在硬件装备供给商中的位置照旧——今朝市道上出卖的微软Skype for Business/Microsoft Lync无缝集成的德律风装备中,有70%来自Polycom。

而Polycom,也垂垂从软件办事商垂垂转型为一家音视频硬件装备供给商。

02

千亿市场

各路权势涌入

汗青上的两次手艺反动,孕育了视频集会这个行业的降生和成长。

第一次:互联网通信从窄带到宽带的转移。

所谓“窄带”,指的是收集传输速率在4M以下的收集,而“宽带”则指传输速率在4M以上的收集。

宽带的降生,使得视频通话成为可以或许或许。

第二次:长途视频从传统的专网通信向云视频转型。

基于云办事形式,视频通话本钱降落为本来的1/10,大大升级了客户的操纵门坎。

企业不再须要采办高贵的办理体系装备,只须要和同一通信办事供给商签定合约,按月付出操纵费,便可以或许或许享用同一的通信办事。

▼接纳云视频手艺将大幅降落操纵本钱


数据来历:中国推销投标网,国泰君安证券研讨

本钱的下沉很快翻开了多行业客户的市场,长途办公办事从曩昔封锁、大企业自建、仅供外部交换的封锁体系,垂垂走向开放和前进。

▼云视频手艺鞭策长途办公至千亿级行业操纵


数据来历:国泰君安证券研讨

据中国软件网旗下的研讨机构数据显现,2017年,我国智能挪动办公的市场规模为194亿元摆布,2018年为234亿元摆布,同比增添20.8%。

▼我国长途办公市场曩昔几年增速

保持20%以上增添


数据来历:中国软件,国泰君安证券研讨

中小微企业和小我用户的插手,让长途办公市场成为各方权势争相涌入的协作之地,仅仅从范例下去辨别,咱们可以或许或许将市场上的玩家大抵可以或许或许分为三类——

1、装备硬件巨子走向软硬件一体化。

2、互联网巨子从C端走向B端。

3、新兴垂直范畴长途办公办事商。

03

软硬件一体化巨子们

思科、华为

# 思科WEBEX

思科在视频装备方面与Polycom齐名,但面对Google、亚马逊、facebook等厂商在云办事范畴突起,思科也起头了云视频办事的转型之路。

自2011-2016年,思科前后收买了多家音视频办事公司,此中最首要的一家是良多人都不目生的WebExz。

在美国不少大企业中,“Let's do a WebEx”,几近和“让咱们Google一下”一样,是一句一般相同的鄙谚。

2007年3月14日,思科颁布发表以32亿美圆现金天价收买Webex。而思科也凭仗这项收买,完善完成了软硬件一体化的处理打算,一跃成为长途视频办公巨子。

今朝,思科收成了环球收集集会市场53%份额,每个月约71亿人到场网讯集会,是当之无愧的收集集会平台领军者。

▼Cisco同一通信营业支出较高

国际市场份额环球抢先


数据来历:Bloomberg,国泰君安证券研讨

# 华为云Welink

一样在软件范畴发力的另有华为。

和阿里钉钉、腾讯企业微信差别,华为云Welink的首要方针在于将华为多个营业会聚到一个平台,完成各类办公东西之间的融会,让华为完全辞别此前多个烟囱式挪动APP并行构成的休会不分歧状况。

▼华为颁布发表撑持多终端跨越2000人接入产物


数据来历:公司官网,国泰君安证券研讨

据华为官网数据显现,从2017年Welink上线以来,承受了华为全部19万员工的办公查验,环球链接团队52万个,连接常识21亿次/年,连接营业700+,前进员工全体协作效力30%。

04

互联网巨子的toB之路

微软、阿里、腾讯

# 微软TEAMS

2009年,跟着单机版office产物在环球市场营收和据有率的降落,微软颁布发表office 365平台,此中细分出的焦点功效便是以Skype for Businesses为代表的企业级协作通信功效,尔后进一步衍生出了Teams产物。

▼两年来微软Teams市场据有率晋升较着


数据来历:微软官网,国泰君安证券研讨

作为深度整合Office 365云平台的产物,Teams被付与对抗Slack 和 Google hangouts等办公协作软件,保障微软在办公范畴龙头位置的首要任务,也收成了来自Office 365和贸易版的首要流量撑持。

▼微软Teams日活爆炸式增添

19年已超出Slack


数据来历:微软官网,国泰君安证券研讨

2019年3月数据显现,跨越50万机构客户操纵teams产物,较2018年同期增添跨越150%。此中跨越150家客户具有1万人以上操纵量,环球财产前100强中91家操纵teams,在大客户方面微软具有行业绝对上风。

# 阿里钉钉

2013年,在团体阿里巴巴all-in无线的条件下,原淘宝搜刮营业担任人陈航集合团队担任对小我交际产物“交往”的开辟任务,可是在对阵腾讯微信的进程中得胜。

2014年,在与商家的协作中发明企业办公中的交换题目,团队将全体的任务重心折回B端,以“构建纯洁任务环境”为方针打造了产物“钉钉”,1.0版本便可为客户供给包含免费德律风、企业群等团队相同东西。

活泼用户数方面,2018年4月,钉钉活泼用户数位居行业第一,数目跨越第二名至第十名活泼用户数之和,停止2019年10月,在钉钉的2亿终端用户傍边,活泼用户数到达7000万,在国际市场根基和企业微信构成双寡头的把持场合排场。

# 腾讯企业微信

2016年,腾讯颁布发表“企业微信”1.0版。停止2019年,企业微信已更新至2.8.5版。除具有近似微信的视频功效外,还集成了诸如通知布告、考勤、告假、报销、审批、企业付出等多项功效,在功效上对标阿里钉钉。

2019年12月,腾讯云颁布发表“腾讯集会”,一款SaaS化长途办公产物,作为其切入B端企业级通信市场的排头兵。

适用性方面,腾讯集会可以或许或许间接经由过程手机、电脑、德律风、微信小法式、企业微信等多种体例拨入;手艺方面供给了包含视频美颜、暗场景加强、降噪等多种适用性功效;在针对跨企业闭会这类庞杂场景,供给了包含屏幕同享、在线文档操纵等便利操纵方式。

硬件方面,腾讯集会挑选亿联、小鱼易连和宝利通三家厂商作为硬件协作方,为其供给包含集会室体系在内的多款办公协同硬件。

▼腾讯集会扶植企业生态火伴体系


数据来历:腾讯官网

#字节跳动飞书

七年成长,高速扩大的字节跳动已完成环球营业规划,而跟着公司规模和营业规模的扩大,字节跳动外部相同协作面对很大的挑衅,这类挑衅表现在三个方面:员工收集的庞杂性增添,跨地域跨文明的相同增添和外部体系数目的增添。公司前后测验考试多种相同东西,终究挑选本身开辟飞书产物。

飞书的定位是全新一代创作和相同平台。在IM根本上,飞书供给了音视频集会、云盘、智能日历、在线协作的文档等等,同时也供给了开放平台,操纵户可以或许或许基于它去跟营业的体系做集成,疾速构建本身的操纵,也可以或许或许去充实的去操纵第三方ISV操纵。飞书的焦点功效有:企业通信录、智能日历、企业云盘、在线文档、音视频集会。

05

垂直范畴的玩家们

# Zoom—中小企业和教导

Zoom由来自WebEx的去职创业团队开办,Zoom从中小企业和教导垂直行业切入,前期接纳Free+Prime形式,培育用户操纵习气,加速对B端市场渗入;前期接纳自力账号定于形式,增添预会人数和时候,前进大型企业庞杂集会操纵频次。

用户以15美金/每个月的价钱买到账号,便可在线上停止视频集会,操纵简略便利,延续多年被北美评为最受客户对劲的企业。

# Vidyo-医疗范畴

Vidyo虽然本身不是一家长途医疗公司,可是却一向与医疗界协作慎密。

其余云视频厂商差别,Vidyo的视频通信是加密的,合适HIPPA规范,以是遭到了医疗界的喜爱,与飞利浦、加州长途医疗收集、梅西安康和梅奥诊所等都成立了协作干系。

2016年4月26日,阿里巴巴旗下钉钉颁布发表挑选与Vidyo成立深度协作,成为钉钉嵌入式高清画质和点击入会的多方视频集会的协作火伴。

# 小鱼易联-教导、医疗

小鱼易连是国际云视频集会带领者,主打立异智能硬件,统筹云平台办事。

公司由前Polycom团队成立,主打“云”+“端”的形式,焦点协作力为高机能、低免费的云端办事,供给德律风集会、云端辅佐、硬件视频集会、企业级直播等处理打算,办事于供给视频集会、长途教导、长途医疗、长途金融及长途政务等垂直范畴。

▼小鱼易连ME40终端打算矫捷丰硕


数据来历:小鱼易连官网

小鱼易连在手艺上具有远超传统专网视频的上风。小鱼易连操纵AI手艺,今朝可以或许或许做到讲堂身份辨认、行动辨认和课后数据阐发。

经由过程讲堂中先生们行动辨认和先生操纵答题器答题环境统计,教员判定讲堂结果,包含先生的专一水平、到场水平、常识点的把握水平等。当显现大面积数据非常时,教员可以或许或许实时调剂讲授方式。

# 会通顺信-教导范畴

会通顺信端+云平台+行业处理打算一体化上风凸起,手艺抢先同行焦点协作力安稳,在双师讲堂教导及其余细分范畴成长敏捷。

与其余长途办公范畴厂商比拟,会通顺信的首要协作上风在于产物不变性好、靠得住性强、平台容量大且价钱绝对较低。

# 姑苏科达—当局信息化办事

姑苏科达在收集视讯范畴有数十年的行业经历,公司构建了视频集会、视频监控两条端到端完全的产物线,重点在公检法司四个范畴深耕行业处理打算。

另外,公司也成立了基于私有云的“摩云视讯”经营平台公司在电信级机房接纳“办事器+软件”架设基于“云计较”的中间端平台,撑持电信、联通和挪动等多经营商接入。

▼“摩云视讯”首要架构


数据来历:公司招股申明书

06

混战当中

长途办公走向若何?

综合来看,咱们以为几大趋向值得存眷。

第一,国产替换趋向较着。

2002年以来,我国视频集会首要是经由过程推销宝利通、思科的装备为主。厥后国度出于失密及信息宁静方面的请求,当局部分在长途办公体系推销范畴慢慢删除对外洋厂商的推销打算。

2015年3月:当局调剂推销名单,删除对Cisco视频集会的推销打算。

2016至2017年:当局麋集颁布发表政策,收集宁静回升到国度计谋。

2017年以后,当局操纵的长途办公打算多为国际企业建造。

从2018年中标金额最大的十个名目来看,中标企业均为国际公司。信息宁静和失密的特别请求障碍了外洋视频集会厂商,从而为国际厂商带来了广漠远景。

▼华为、复兴和姑苏科达

慢慢占有了中国长途视频办公的支流


数据来历:中国财产信息网,国泰君安证券研讨

第二,中国长途协同办公市场显现高清化的特色,企业级用户依然进献长途办公市场规模主力。

2014年,中国长途办公市场正式迎来了高清时期,高清市场规模比例跨越标清市场,到达了51.5%。

长途办公高清化带来更好的临场休会,其比率于2018年达76.8%。新手艺的成长使得视频融会需要的知足慢慢成为实际,其高清视频内容的占比最高到达84.7%。

当局级用户需要集合表现为大规模、高品质和价钱不敏感。

跟着视频通信手艺的前进和软件视频集会的鼓起,企业级用户的需要延续下跌,此中中小企业的需要增添更加敏捷。医疗和教导范畴需要有待进一步开启。

▼中国长途办公市场

高清化趋向日趋较着(亿元)


数据来历:弗若斯特沙利文,国泰君安证券研讨

第三,国际协作款式中,各方权势走向较为清楚。

就国际企业而言,咱们以为互联网巨子将聚焦在通用级操纵市场,即为大批的小微企业供给规范化产物和办事。

而原有云视频厂商将聚焦在行业级操纵场景,即为大型企业供给更加定制化的产物和办事。那些真正具有焦点手艺,并且可以或许或许深切提出行业级处理打算的企业将在长途办公市场中锋芒毕露。
Many vendors that provide remote office tool services have also heard the news: Tencent Documents release the remote collaborative office function for free; Huawei Cloud Welink opens the free product service function; Byte Beat's flying book, free all remote collaborative office services ...

If SARS sounded the first clarion call for telecommuting, then today, with the maturity of technology, and the catalysis of this epidemic, is it possible for telecommuting to usher in explosive growth and be accepted by more companies and employees and adopted for a long time? ?

This week, Guotai Junan Securities research launched the "Online Economy" feature, focusing on those industries that must be paid attention to under the epidemic.

Today, we are sharing with you the first topic of this topic-"remote work".

01

Please answer, 2003

Although Polycom won a large order in China in 2003, because high-speed networks have not yet been fully popularized, Polycom equipment at that time needed to operate on a dedicated line network, and the application scenarios were limited to conference rooms and could not provide external services. In addition, the equipment debugging is complex, requiring special personnel to operate and maintain, etc., Polycom has not achieved subsequent success.

In 2016, Polycom was privatized and delisted, and in 2018 it was merged into the Canadian giant Mitel.

Nonetheless, Polycom's position as a hardware equipment provider remains-70% of Microsoft Skype for Business / Microsoft Lync seamlessly integrated telephony devices currently on the market come from Polycom.

Polycom has gradually transformed from a software service provider to an audio and video hardware equipment provider.

02

100 billion market

Influx of forces

The two technological revolutions in history gave birth to the development and development of the video conference industry.

First time: The transfer of Internet communications from narrowband to broadband.

The so-called "narrowband" refers to a network with a transmission speed of 4M or less, and "broadband" refers to a network with a transmission speed of 4M or more.

The birth of broadband made video calling possible.

The second time: remote video is transformed from traditional private network communication to cloud video.

Based on the cloud service model, the cost of video calls has dropped to 1/10 of the original, greatly reducing the threshold for customers to use.

Enterprises no longer need to purchase expensive management system equipment. They only need to sign a contract with a unified communications service provider and pay monthly usage fees to enjoy unified communications services.

▼ Using cloud video technology will greatly reduce the cost of use


Data source: China Procurement Bidding Network, Guotai Junan Securities Research

The decline in costs quickly opened up the market for customers in multiple industries. Remote office services have gradually become more open and popular from closed systems built by large enterprises and closed systems for internal communication only.

▼ Cloud video technology promotes remote office to 100 billion industry applications


Data source: Guotai Junan Securities Research

According to data from research institutions affiliated to China Software Network, in 2017, China's smart mobile office market size was about 19.4 billion yuan, and in 2018 it was about 23.4 billion yuan, a year-on-year increase of 20.8%.

▼ The growth rate of China's remote office market in the past few years

Maintain a growth of more than 20%


Data source: China Software, Guotai Junan Securities Research

The participation of small, medium and micro enterprises and individual users has made the remote office market a competitive place where all parties are rushing in. Just by type, we can roughly divide the players in the market into three categories-

1. Equipment hardware giants are moving towards software and hardware integration.

2. Internet giants went from C to B.

3. Telecommuting service providers in emerging verticals.

03

Software and hardware integration giants

Cisco, Huawei

# Cisco WEBEX

Cisco has the same name as Polycom in terms of video equipment, but facing the rise of Google, Amazon, Facebook and other vendors in the field of cloud services, Cisco has also begun the transformation of cloud video services.

Since 2011-2016, Cisco has acquired a number of audio and video services companies, the most important of which is WebExz, which many people are familiar with.

In many large companies in the United States, "Let's do a WebEx" is almost the same as "Let's Google it", a common communication saying.

On March 14, 2007, Cisco announced that it had acquired Webex for $ 3.2 billion in cash. With this acquisition, Cisco has also perfectly implemented a software and hardware integration solution and has become a remote video office giant.

At present, Cisco has gained 53% of the global web conferencing market, and about 7.1 billion people participate in web conferences every month. It is a well-deserved leader in web conferencing platforms.

▼ Cisco unified communications business income is high

Leading international market share


Source: Bloomberg, Guotai Junan Securities Research

# Huawei 云 Welink

Also in the software field is Huawei.

Unlike Ali Dingguo and Tencent Enterprise WeChat, the main purpose of Huawei Cloud Welink is to aggregate multiple Huawei services on one platform to achieve integration between various office tools, allowing Huawei to completely say goodbye to the previous multiple chimney-type mobile apps caused by parallel Experience is inconsistent.

▼ Huawei releases products that support more than 2,000 people on multiple terminals


Data source: company's official website, Guotai Junan Securities Research

According to data from Huawei's official website, since Welink went online in 2017, it has withstood the office inspection of all 190,000 employees of Huawei, 520,000 global link teams, 2.1 billion connections per year, 700+ business connections, and improved overall staff collaboration efficiency30 %.

04

The road toB of the Internet giants

Microsoft, Ali, Tencent

# Microsoft TEAMS

In 2009, with the decrease in revenue and market share of the stand-alone office products in the global market, Microsoft released the office 365 platform. The core function of which is segmented is the enterprise-level collaborative communication function represented by Skype for Businesses. Out of Teams products.

▼ The market share of Microsoft Teams has increased significantly in the past two years


Data source: Microsoft's official website, Guotai Junan Securities Research

As a product of the deep integration of the Office 365 cloud platform, Teams was given an important mission to counter office collaboration software such as Slack and Google hangouts, ensuring Microsoft's leading position in the office field, and also gained important traffic support from Office 365 and the commercial version.

▼ Microsoft Teams Daily Explosive Growth

19 years past Slack


Data source: Microsoft's official website, Guotai Junan Securities Research

Data from March 2019 show that more than 500,000 institutional customers use team products, an increase of more than 150% over the same period in 2018. Among them, more than 150 customers have more than 10,000 users, 91 of the top 100 global fortunes use teams, and Microsoft has an absolute advantage in terms of large customers.

# Ali nail nail

In 2013, under the premise of the group's Alibaba all-in wireless, the former head of Taobao's search business, Chen Hang gathered the team to be responsible for the development of personal communication products, but failed in the process against Tencent WeChat.

In 2014, we found communication problems in the corporate office during the cooperation with the merchants. The team turned the overall work focus back to the B-side, and created a product “nails” with the goal of “building a pure working environment”. Version 1.0 can serve customers Provide team communication tools including toll-free calls, corporate groups, and more.

In terms of the number of active users, in April 2018, the number of active users in Dingding ranked first in the industry, and the number exceeded the sum of the number of second to tenth active users. As of October 2019, there were 200 million end users in Dingding. Among them, the number of active users has reached 70 million, which has basically formed a duopoly in the domestic market and corporate WeChat.

# Tencent Enterprise WeChat

In 2016, Tencent released version 1.0 of "Enterprise WeChat". As of 2019, corporate WeChat has been updated to version 2.8.5. In addition to video functions similar to WeChat, it also integrates a number of functions such as announcements, attendance, leave, reimbursement, approval, corporate payments, and other functions.

In December 2019, Tencent Cloud released "Tencent Conference", a SaaS-based remote office product, as its leader in entering the B-end enterprise communication market.

In terms of practicality, Tencent meetings can be dialed in directly through mobile phones, computers, telephones, WeChat applets, corporate WeChat and other methods; technical aspects provide a variety of practical functions including video beauty, dark scene enhancement, noise reduction, etc .; For complex scenarios such as cross-company meetings, convenient operation methods including screen sharing and online document operations are provided.

In terms of hardware, Tencent Conference selected Yealink, Xiaoyu Yilian, and Polycom as hardware partners to provide them with a variety of office collaboration hardware, including conference room systems.

▼ Tencent conference builds corporate ecological partnership system


Data source: Tencent official website

#Bytes beating flying books

After seven years of development, the fast-expanding ByteDance has realized the global business layout. With the expansion of the company's size and business scope, ByteDance's internal communication and collaboration are facing great challenges. This challenge is reflected in three aspects: employee network Increased complexity, increased cross-regional and cultural communication, and increased number of internal systems. The company tried various communication tools, and finally chose to develop its own flying book products.

Fei Shu's positioning is a new generation of creative and communication platforms. On the basis of IM, Feishu provides audio and video conferences, cloud disks, smart calendars, online collaboration documents, etc., and also provides an open platform that enables users to integrate with business systems based on it and quickly build their own Application, you can also make full use of third-party ISV applications. The core functions of Feishu are: corporate directory, smart calendar, enterprise cloud disk, online documents, audio and video conferences.

05

Players in verticals

# Zoom—SMEs and Education

Zoom was founded by a departure and entrepreneurial team from WebEx. Zoom entered from the SME and education vertical industries. It adopted the Free + Prime mode in the early stage to cultivate user habits and accelerate penetration into the B-end market. Later, it adopted an independent account to determine the model and increase the number of participants. And time to increase the frequency of complex meetings in large enterprises.

Users can buy an account at the price of $ 15 / month, and can conduct video conferences online. It is simple and convenient to use and has been rated as the most satisfied company by customers in North America for many years.

# Vidyo-Medical Field

Vidyo, although not a telemedicine company, has been working closely with the medical community.

Unlike other cloud video vendors, Vidyo's video communications are encrypted and comply with HIPPA standards, so they are favored by the medical community. They have established cooperative relationships with Philips, the California Telemedicine Network, Messi Health, and the Mayo Clinic.

On April 26, 2016, Aegaba announced that it has chosen to establish in-depth cooperation with Vidyo, becoming a multi-party video conferencing partner for Aegina's embedded high-definition picture quality and click-to-join.

# 小鱼 易 联-Education, Medical

Xiaoyu Yilian is a domestic leader in cloud video conferencing, focusing on innovative intelligent hardware and taking into account cloud platform services.

The company was created by the former Polycom team, focusing on the "cloud" + "end" model. Its core competitiveness is high-performance, low-cost cloud services. It provides solutions and services such as conference calls, cloud assistance, hardware video conferencing, and enterprise-level live broadcast. Provide vertical areas such as video conferencing, distance education, telemedicine, remote finance and remote government affairs.

▼ Xiaoyu Yilian ME40 terminal solution is flexible and rich


Data source: Xiaoyu Yilian official website

Xiaoyu Yilian has technical advantages over traditional private network video. Xiaoyu Yilian uses AI technology to achieve classroom identification, behavior recognition, and after-school data analysis.

Based on the behavior recognition of students in the classroom and the statistics of students' use of clickers, the teacher judges the effect of the classroom, including the degree of student's concentration, participation, and mastery of knowledge points. When a large area of ​​data is abnormal, the teacher can adjust the teaching method in time.

# 会 畅 通信 -Education

The advantage of the integration of Huichang Communication Terminal + Cloud Platform + Industry Solutions is outstanding, the core competitiveness of technology-leading peers is strong, and it has developed rapidly in dual-teacher classroom education and other subdivided fields.

Compared with other manufacturers in the remote office field, the main competitive advantages of Huichang Communication are good product stability, strong reliability, large platform capacity and relatively low price.

# Suzhou Keda—Government Information Service

Suzhou Keda has decades of industry experience in the field of network videoconferencing. The company has built two end-to-end complete product lines for video conferencing and video surveillance, focusing on industry solutions in the four areas of public inspection and law enforcement.

In addition, the company also established a public cloud-based "Moyun Video" operating platform. The company uses "server + software" to build a central platform based on "cloud computing" in a carrier-grade computer room to support telecommunications, China Unicom, and mobile operators. Into.

▼ Main Structure of "Moyun Video"


Data source: company prospectus

06

Melee

How is telecommuting going?

Taken together, we believe that several major trends deserve attention.

First, the trend of domestic substitution is obvious.

Since 2002, video conferencing in China has been mainly through the purchase of Polycom and Cisco equipment. Later, due to the requirements of confidentiality and information security, the government department gradually deleted the procurement plan for foreign manufacturers in the field of remote office system procurement.

March 2015: The government adjusts the procurement list and deletes the procurement plan for Cisco video conferencing.

2016 to 2017: The government issued policies intensively, and cyber security rose to the national strategy.

After 2017, the remote office solutions used by the government are mostly produced for domestic enterprises.

Judging from the ten projects with the largest bids in 2018, the successful bidders are all domestic companies. The special requirements of information security and confidentiality have hindered foreign video conferencing manufacturers, which has brought broad prospects for domestic manufacturers.

▼ Huawei, ZTE and Suzhou Kodak

Gradually occupy the mainstream of remote video office in China


Data source: China Industrial Information Network, Guotai Junan Securities Research

Second, China's telecommuting office market is characterized by high definition, and enterprise-level users still contribute to the size of the telecommuting market.

In 2014, China's remote office market officially ushered in the era of high definition. The size of the high definition market exceeded the standard definition market by 51.5%.

The high-definition remote office brings a better live experience, and its ratio reached 76.8% in 2018. The development of new technologies has gradually made it possible to meet the needs of video fusion, with the highest proportion of high-definition video content reaching 84.7%.

Government-level user demand is concentrated in large-scale, high-quality, and price-insensitive

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