Industrial digitalization software includes:
1. Software design and development: Highest technological barrier
Industrial software for R&D and design, represented by CAE, CAD, and EDA, primarily aims to enhance enterprises' capabilities and efficiency in product development.
This type of software is characterized by its small size, high concentration, high development difficulty, long development cycle, and high capital requirements. It is a very important category of industrial software and also the weakest link in China. Domestic manufacturers only have a market share of about 5%, and most R&D and design industrial software is only applied to fields with simple industrial mechanisms, single system functions, and low industry complexity.
2. Manufacturing: Largest market size
Manufacturing software primarily collects, analyzes, and makes decisions during the production and manufacturing of industrial products, and is responsible for production management, material management, quality management, equipment management, energy consumption management, etc.
Among industrial software, manufacturing software has a large market size. In 2020, the business volume of production control software reached 68.5 billion yuan*, accounting for the highest proportion in the industrial software structure.
Domestic manufacturers of DCS, SCADA, and PLC are relatively small in scale, mainly concentrated in the low-to-mid-end niche markets. Although their individual products are quite capable, they lack comprehensive digital solutions for smart factories. Currently, domestic MES companies have competitive advantages in certain niche areas, but compared with foreign MES software products, there is still a gap in terms of technological depth and application promotion.
3. Business Management: Fastest Localization Process
The purpose of business management software is to manage and collaborate, with ERP being the most widely used software.
Functionally, there is no difference between domestic and foreign industrial management software. However, because foreign vendors have been established for a longer period and have larger and more complex downstream customers, their software is more suitable for very large and multinational enterprises. Domestic vendors' software, on the other hand, is more lightweight, targets smaller customers, and has the advantages of shorter project implementation cycles and fewer personnel required for implementation.
Management software has a high market share in the low-to-mid-end market, with leading vendors such as Kingdee and Yonyou already emerging. The market size for this software is close to 50 billion yuan, and there is significant room for substitution in the high-end segment.
4. Operation and Maintenance Services: Promising Future
Operation and maintenance service software is a system specifically designed for the repair and maintenance of production equipment. It originated in the aviation field and is now widely used in aviation, military, rail transportation, engineering machinery and other fields.
Domestic software focuses more on data collection and monitoring, lacking emphasis on data application and decision support, and relies on foreign core technologies. Domestic MRO products, technologies, functions, and market share all lag behind foreign products.
Compared to rapidly growing industries like the internet, industrial software requires a decade of dedicated research and development. For domestic companies, to break through in this competition, solid capabilities, ample funding, the ability to seize fleeting market opportunities, and the determination to grow alongside the industry are all indispensable. Shufu Software is a professional management software developer specializing in the home furnishing sector. Its products include intelligent manufacturing solutions, CRM/DRP for marketing, ERP for operations, MES/APS/WMS for manufacturing, and SCM systems for the supply chain.
