Shulou(Shulou.com)06/01 Report--

In the first half of this year, "new infrastructure" and "Xinchuang" frequently brushed the screen and quickly became the focus of social attention, but not many people really understood it, so why can't the database be less and more worth mentioning? Let me give you my opinion.

01

New infrastructure construction (abbreviated as: new infrastructure) can also be called scientific and technological infrastructure. The new infrastructure is a national strategy, which has been included in the government work report, and as more provinces release data, it is predicted that the total investment may reach 60 trillion.

What is the concept of 60 trillion? According to the National Bureau of Statistics, in 2019, the gross domestic product is 99.0865 trillion, close to 100 trillion, that is to say, about 60% of the national GDP in 2019. Therefore, there is no doubt that "new infrastructure" is one of the biggest dividends for China's economy in 2020.

So why on earth does the country spend so much money on new infrastructure?

The new infrastructure is not a hasty and passive plan, but a long-planned and proactive large-scale construction plan. As early as the end of 2018, the Central Economic work Conference defined the orientation of "new infrastructure construction" such as 5G, artificial intelligence, industrial Internet and Internet of things.

There are two fundamental reasons. First, the new infrastructure is in line with the main direction of the country's economic transformation, the "digital economy", while the other is intended to meet all kinds of encirclement and interception in the United States based on the current international situation facing the country. We need to use this infrastructure to break through some barriers, open up a new situation, and provide a more secure and controllable environment for economy, trade and politics in the coming decades.

Thirty years ago, the United States also carried out a similar plan for "new infrastructure," and in 1993, the Clinton administration launched the "National Information Infrastructure (National Information Infrastracture,NII) Project."

Why did the government come forward to build an information superhighway in the United States? As the former Vice President of the United States Al Gore repeatedly stressed: the construction of the information superhighway is the hub for the United States to grasp the world competition opportunities in the future. In fact, the US government is launching an information revolution, hoping to integrate the strengths of different enterprises, jointly build an information superhighway, complete the transition of the United States from the industrial age to the information age, and develop a larger potential market. extricate the United States from the predicament of slow economic recovery and once again stimulate the prosperity and development of the American economy, just as the American highway network played in the industrial age. To make the United States the number one economic power in the world.

In fact, this plan has indeed created the American information economy in the following 20 years, has been walking in front of the world, and gave birth to numerous giant enterprises related to the upstream and downstream of the information and communication industry.

02

With regard to Xinchuang, the official did not give a clear explanation, according to the media description, Xinchuang is the abbreviation of information technology application innovation.

In the past, the underlying standards, architecture and ecology of our country's IT were mostly formulated by American IT giants. Therefore, there are many security risks. Now, we need to gradually establish our own IT infrastructure and standards to form our own open ecology. To build an open ecology based on its own structure and standards is the connotation of Xinchuang, in short, domestic substitution.

The driving force behind Xinchuang is mainly the "XX Gate" incident in the United States and the ZTE and Huawei incidents. In 2013, the "XX Gate" incident in the United States exposed the hidden dangers of network security, prompting to go to "IOE". The events of ZTE and Huawei in 2018-2019 awakened the alarm of domestic enterprises on chips and prompted the start of the second phase of the pilot project in China.

Therefore, in order to do a good job in the "new infrastructure", it must be based on "Xinchuang". Because, "Xinchuang" provides a guarantee for the underlying security of the "new infrastructure" and essentially solves the security problem.

The market scale of Xinchuang industry is also a trillion-level market.

There are several iconic events of Xinchuang:

On April 27, 12 departments jointly issued the measures for Network Security Review, which will be implemented on June 1 this year. In the future, the information infrastructure related to national security will need to be reviewed, which means that it will be more difficult for foreign products to enter.

On May 7, China Telecom issued a 20-year server collection tender, and the domestic server (Huawei Kunpeng CPU+ dawning Haiguang CPU) won the bid for the first time, accounting for 19.9% of the total.

On July 15, China Mobile issued a public bidding announcement for database collection, and Nanda GM, National people's Congress Jincang, Aliyun, ZTE and Wanli Open Source won the bid. This is the first time that China Mobile has listed the pure localization of database-related services as a procurement requirement.

All these reveal a signal that domestic substitution has entered a substantive stage.

03

Chip, operating system and database are the three cores and souls in the field of modern information technology, and they are also the most important industrial links in the Xinchuang industry chain. Any breakthrough in any field will greatly enhance the national strength.

Compared with the chip and operating system, the database is recognized as the most promising way to achieve corner overtaking, both from the technical and market dimensions.

From the perspective of technical objectives, after decades of development, domestic databases have gone through the stage of pursuit and imitation, entered a new stage of innovation and even leadership, and made many eye-catching world-class breakthroughs.

On May 3, 2018, TDH broke the TPC-DS world record for the first time. In October 2019, OceanBase broke the TPC-C world record held by Oracle for nine years. In May 2020, OceanBase broke its own world record and boosted its performance 11-fold. Also in May, Aliyun AnalyticDB broke the TPC-DS world record again, improving its performance by 29%.

In terms of papers, domestic database enterprises have occupied an important seat in the cutting-edge database top international academic conferences (SIGMOD, VLDB, ICDE). Aliyun, Tencent Cloud, Huawei Cloud and other domestic enterprises have all published, and the included papers are also very considerable. Such as Ali Yun "" X-Engine: An Optimized Storage Engine for Large-scale E-Commerce Transaction Processing ". Tencent Cloud "An End-to-End Automatic Cloud Database Tuning System Using Deep Reinforcement Learning". Huawei Cloud "Taurus Database: How to be Fast, Available, and Frugal in the Cloud", etc.

In the formulation of international standards for the database, domestic database enterprises are also actively involved, such as Bai Rui data, although it has encountered bullying, but behind it is the technical strength.

From the perspective of market objectives, the domestic database industry has not only begun to take shape, its market share is also growing. According to the data, in 2009, the market share of domestic database enterprises was only 4.03%, while in 2017, the market share of domestic database enterprises has increased to 14.27%, an increase of more than three times.

In the database series report released by Gartner in 2017, three domestic databases appeared. Aliyun, Nanjing University General and Giant Sequoia databases were selected. In 2018, five domestic databases were selected, namely Aliyun, Tencent Cloud, Huawei Cloud, Star Ring Technology and Giant Sequoia Database. Aliyun has entered the magic quadrant of Gartner database for two years in a row. This means that the international market for the recognition of China's power, domestic database into the world class.

Not only cloud database manufacturers, domestic database "four golden flowers" and emerging database manufacturers have also accelerated the pace.

At the end of 2019 and the beginning of 2020, Wuhan Dameng database completed 100 million yuan of financing. From the end of 2019 to the first half of 2020, Star Ring completed the D2 round of financing, with a financing amount of about 500 million yuan. In June 2020, Bai Rui data completed 200 million yuan C round financing. In July 2020, the National people's Congress announced the completion of financing of nearly 100 million yuan.

Whether it is the successful financing of Dameng, people's Congress, Star Ring or Bai Rui, it marks the formal opening of the industrialization, industry and scale of domestic databases.

In addition, it is worth mentioning that PingCAP, the most popular manufacturer in China, gains the trust of global users by virtue of open source TiDB. It is understood that from the start of the epidemic to the end of June, TiDB has added more than 40 new industry customers at home and abroad and successfully completed the launch and production.

Generally speaking, although the domestic database market share, the majority is still the database of foreign brands, although there is still some gap between domestic database and foreign brands, but in terms of the development trend, more than is inevitable.

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