Shulou(Shulou.com)11/24 Report--

On August 30, the big data Center in Changsha announced that China Telecom, Zhejiang Dahua and China Mobile formed a consortium to become the winning candidate for Changsha's "Xueliang Project" project, with a project amount of about 300 million yuan.

The tender for this project was launched on August 5, and the main procurement contents include the realization of perception system, integration of one network, convergence of video and one cloud, other supporting construction, system, hardware operation and maintenance, and service procurement. It is a typical case of "cloud-based" collaboration of intelligent things, and it is also a landmark project for "Xueliang Project" to bid farewell to the old era.

From this super-large project in this city, we can see not only the "vertical and horizontal alliance" between security leaders and operators, but also the drama of "killing the three Kingdoms" between operators. Behind the winning list, players such as Huawei, Haikangwei and Xinhua have also become behind-the-scenes winners in supplying many products and services.

It is worth mentioning that from the itemized list of the project, the bulk of the money is spent on the back-end software rather than the front-end camera, and the terminal AI penetration rate is as high as 98%. However, there is no head AI algorithm for enterprises to participate in the "food sharing" this cake.

It can be seen that the development of smart city is entering a new era of mathematical intelligence, with the landing of AI and cloud computing technology on a large scale. This Changsha project is undoubtedly an important campaign that marks the victory of new technology. after combing and summarizing the details of the project, Zhi East and West found a large amount of information.

01. On August 30, when Dahua, Mobile and Telecom won the order of 300 million yuan, the big data Center of Changsha City issued an announcement on the result of "Changsha key livelihood Project". The first candidate is a consortium of China Telecom Digital Technology Co., Ltd., Zhejiang Dahua system Engineering Company and China Mobile Changsha Branch, defeating the consortium of Unicom Digital Co., Ltd., Qian Xin Network God Information Technology Co., Ltd. And Liaoning posts and Telecommunications Planning and Design Institute. The project amount is 300000622.01 yuan.

In this project, it is rare for China Mobile and Telecom to join hands against China Unicom. An industry insider told Zhidong that Unicom's recent aggressive efforts in government-enterprise projects may be one of the reasons for China Mobile and Telecom's choice.

In fact, in the entire government and enterprise market, including a number of smart cities, cloud computing and other big orders, China Mobile, China Telecom, China Unicom three major operators have entered the "C position" of the total integrator. From this project, we can see that the operator has won the big order again, showing the competitiveness of the channel and national team background in the smart city project. At the same time, there is also a "three Kingdoms" type of food grabbing phenomenon between "win hemp" operators.

This project is also a symbol of China Mobile's joint occupation of the smart city project with China Mobile since China Mobile won 5.6 billion yuan in investment in March last year. Dahua Co., Ltd., founded in Hangzhou in 2001, is a Wisdom Union enterprise that started as a security company, and has been firmly in the second place of security for many years.

Since obtaining 5.6 billion strategic investment from China Mobile for a year and a half, on the one hand, this money has helped Dahua build the R & D and industrialization project of Wisdom solution, the second phase construction project of Hangzhou Intelligent Manufacturing Base, and the construction project of Xi'an R & D Center. At the same time, the dual relationship between Dahua and China Mobile's customers and suppliers also prompted it to participate in more 100 million yuan city projects, as evidenced by the 300 million yuan project in Changsha.

In recent years, the growth of operators' personal market (personal consumption business) is weak, and government and enterprise business has become a new growth point. According to China Mobile's financial results in the first half of 2022, the market revenue of government and enterprises reached 91.1 billion yuan, an increase of 24.6 percent over the same period last year. By the end of June, more than 3500 Yunda singles had been signed, driving revenue to exceed 13 billion yuan. The growth rate of government and enterprise business of China Telecom and China Unicom is also about the same.

It can be said that Dahua shares invested by China Mobile can be said to be "on the thigh" and gained access to many projects. Of course, China Mobile has also won the support of Dahua shares in the software and hardware capabilities of Smart things.

Cross-border alliance and peer "three Kingdoms Kingdoms" are staged together in the same smart city project, which is the true epitome of the current industrial competition pattern of the whole Chinese government and enterprise market.

02. Government and public security demand dominate Huawei, Xinhua three, and Haikang are also behind the scenes winners. According to the published documents, the project mainly involves 14 items, covering regional procurement in 12 districts and counties in Changsha, as well as procurement by the Public Security Bureau and municipal government departments. The wise thing combed and summarized this and found that there was a large amount of information.

First of all, among these 14 items, the largest amount of money is purchased by the two major departments of the Government Affairs side and the Public Security Bureau, accounting for about 69.41 million yuan of heading 14 and 42.79 million yuan of heading 13, accounting for 23% and 14% respectively.

This project is a cloud-based collaborative project, which is a typical representative of smart city-smart things. The main procurement content of the project includes five parts: the realization of perception system, integration of one network, convergence of video and one cloud, other supporting construction, system, hardware operation and maintenance and service procurement.

From the point of view of the investment list, it mainly involves five parts: front-end collection equipment, network system construction, security system construction, link and cabinet leasing electricity charges, construction and installation engineering, and standard compilation.

Taking item 4, the Xueliang project on the administrative side of Changsha City, which involves a maximum amount of 69.41 million yuan, as an example, we can get a general picture of the 300 million yuan project.

As shown in the following figure, the largest proportion of investment is that the construction of the network system reached 38.27 million yuan, accounting for 55%. The second is the construction of the security system, with an amount of 20.85 million yuan, accounting for 30%.

Let's take a look at the suppliers of these parts of the business. according to Zhidong statistics, although Dahua and the two major operators won the project, there are a wide range of suppliers who get the "cake". As shown in the figure below, suppliers also include Huawei, Xinhua 3, Shengxin and other suppliers.

Focus on the largest proportion of the network system construction section, the software part accounts for 55% with 2099 million yuan, followed by hardware (server) 10.58 million yuan, network 6.08 million yuan.

From the perspective of supplier distribution, Dahua, as the joint winning bidder, is the main supplier of the project, supplying almost all the camera terminal equipment and software parts, with a total amount of about 30 million yuan.

Huawei is responsible for all the storage projects for 620000 yuan, while Xinhua three is almost responsible for the supply of network equipment, worth 6.08 million yuan, which is relatively small.

In the items of some regions, Dahua may be out of reach and hand over some projects to Haikangwei, the leader of the industry. In the entire itemized price list, Haikang appeared 42 times and Huawei 37 times.

The actual equipment provided by China Telecom and China Mobile mainly focus on link and cabinet leasing electricity charges, which shows that they mainly play the role of integrators.

03. The penetration rate of terminal AI has reached 98%. According to the published project list, there are a total of 22988 sets of front-end acquisition camera equipment. It involves 10931 sets of portrait recognition cameras, 3706 sets of fully structured capture ball cameras, 3946 sets of fully structured smart gun cameras, 3946 sets of high-rise high-definition ball cameras, 1065 sets of micro-bayonet capture cameras, 3946 sets of mobile portrait recognition cameras and so on.

According to Zhidong statistics, 22453 of these devices clearly put forward video structure: support motor vehicles, non-motor vehicles, human faces, human detection and capture, or support other intelligent detection. Senior figures in the security industry told Zhidong that these requirements clearly point to the adoption of AI solutions, indicating that AI penetration has reached 98 per cent.

Among them, some scenarios have a high demand for AI algorithm. For example, in the demand for 427 muzzle gun type capture cameras, it is clearly proposed that "when there is no white light at night, the capture picture can clearly see the faces of drivers and passengers and support face comparison analysis in the background", "support recognition functions such as vehicle bayonet capture, license plate, model, body color, etc.", "support seat belt detection, sunshade detection, phone call and other vehicle feature detection", "vehicle detection: capture rate ≥ 99%" The accuracy is ≥ 99%.

These requirements also have high requirements for multi-dimensional sensing hardware. for example, most of the requirements mention that cameras are also required to have a minimum illumination: color ≤ 0.001Lux, black and white ≤ 0.0001Lux, and support for infrared and warm light.

As mentioned earlier, the back-end cloud network system of this project accounts for the largest proportion, indicating that the demand for interconnection between the back-end cloud and big data is also highlighted.

In the aspect of server, the project involves 309 servers in 42 categories, such as parsing server, algorithm training server, algorithm warehouse server, database server, video image information processing system server, big data computing storage node server and so on.

In terms of storage, the purchase project involves private network and public network image cloud storage and video cloud storage, and the architecture needs to support GB, Onvif, Dahua protocol, Haikang agreement, Huawei agreement and other front-end devices, which shows that more emphasis is placed on the interoperability of the underlying architecture.

At the software level, the project includes 841 categories of Changsha video cloud platform, video quality diagnosis system, city video image analysis center, city video event discovery center, city data intelligence center, analytical view governance, city capacity open system and other systems.

04. Conclusion: smart city enters a new stage of cloud intelligence ICT circle leading food cake sharing cake through Changsha 300 million yuan Xueliang project, we can see that the development of smart city is entering a new stage of "end network cloud" coordination-AI penetration is greatly deepened, the value share of back-end network and cloud computing is becoming larger, and more importantly, the top-level design puts more emphasis on integration and interoperability. And this is undoubtedly an important victory battle for artificial intelligence and cloud computing industry.

Although the epidemic still affects the resumption of work and production everywhere, the landing pace of AI and cloud computing is still bright. From the perspective of the industrial pattern, operators, Wisdom Union leaders from the beginning of security, server and communications giants, and software integrators are all sharing the cake, and the "siege" effect of the ICT circle is obvious. All kinds of players in the intelligence industry have the trend of separatist melee and horizontal alliance. The old era of the development of smart cities has passed, the new era has come, and the horn of war has just sounded.

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