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疫情中的复工期亚博网站网址亚博网站网址亚博网站网址,远程办公如何大显神威

发布者:青岛希尼尔翻译公司      发布时间:2020-02-03

                                                                                  

今天亚博网站网址,是春节假期结束后的第一天亚博网站网址亚博网站网址亚博网站网址亚博网站网址,也是很多公司开始复工的第一天亚博网站网址亚博网站网址。
Today is the first day after the end of the Spring Festival holiday, and also the first day when many companies resume work.
为了持续做好疫情防控工作亚博网站网址亚博网站网址,不少公司选择为员工开启远程办公模式亚博网站网址亚博网站网址亚博网站网址。
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.
很多提供远程办公工具服务的厂商也闻风而动:腾讯文档免费放开远程协作办公功能亚博网站网址亚博网站网址;华为云Welink开放免费产品服务功能;字节跳动旗下的飞书亚博网站网址亚博网站网址亚博网站网址,免费开放全部远程协作办公服务……

如果说非典吹响了远程办公的第一声号角亚博网站网址,那么在技术日臻成熟的今天亚博网站网址亚博网站网址亚博网站网址亚博网站网址,加上此次疫情催化亚博网站网址,远程办公有没有可能迎来爆发式增长亚博网站网址亚博网站网址亚博网站网址,被更多企业和员工接纳并长期采用亚博网站网址亚博网站网址?

本周,国泰君安证券研究推出“在线经济”专题亚博网站网址,聚焦疫情之下那些必须关注的产业亚博网站网址亚博网站网址亚博网站网址。

今天亚博网站网址亚博网站网址亚博网站网址亚博网站网址,我们和您分享的是本次专题的第一个话题——“远程办公”亚博网站网址亚博网站网址亚博网站网址。

01

请回答亚博网站网址亚博网站网址亚博网站网址,2003

尽管Polycom在2003年获得了中国的大单亚博网站网址,但由于高速网络尚未完全普及,当时的Polycom设备需要基于专线网络运行亚博网站网址,应用场景局限于会议室亚博网站网址亚博网站网址,无法提供对外服务亚博网站网址亚博网站网址。加之设备调试复杂亚博网站网址亚博网站网址,需要专人操作亚博网站网址亚博网站网址亚博网站网址亚博网站网址、专人维护等等问题亚博网站网址亚博网站网址,Polycom并没有获得后续的成功。

2016年亚博网站网址,Polycom被私有化退市亚博网站网址,2018年又被并入加拿大巨头Mitel麾下亚博网站网址亚博网站网址。

尽管如此亚博网站网址,Polycom在硬件设备提供商中的地位依旧——目前市面上出售的微软Skype for Business/Microsoft Lync无缝集成的电话设备中亚博网站网址亚博网站网址亚博网站网址,有70%来自Polycom亚博网站网址。

而Polycom亚博网站网址亚博网站网址亚博网站网址,也渐渐从软件服务商渐渐转型为一家音视频硬件设备提供商亚博网站网址亚博网站网址亚博网站网址。

02

千亿市场

各路势力涌入

历史上的两次技术革命亚博网站网址亚博网站网址,孕育了视频会议这个行业的诞生和发展亚博网站网址。

第一次:互联网通信从窄带到宽带的转移亚博网站网址亚博网站网址。

所谓“窄带”亚博网站网址亚博网站网址,指的是网络传输速度在4M以下的网络亚博网站网址,而“宽带”则指传输速度在4M以上的网络亚博网站网址亚博网站网址。

宽带的诞生亚博网站网址亚博网站网址,使得视频通话成为可能亚博网站网址。

第二次:远程视频从传统的专网通信向云视频转型。

基于云服务模式,视频通话成本下降为原来的1/10亚博网站网址,大大降级了客户的使用门槛亚博网站网址。

企业不再需要购买昂贵的管理系统设备亚博网站网址亚博网站网址,只需要和统一通信服务提供商签订合约亚博网站网址亚博网站网址亚博网站网址,按月支付使用费亚博网站网址亚博网站网址,就可以享受统一的通信服务亚博网站网址亚博网站网址。

▼采用云视频技术将大幅降低使用成本


数据来源:中国采购招标网亚博网站网址,国泰君安证券研究

成本的下沉很快打开了多行业客户的市场亚博网站网址亚博网站网址亚博网站网址,远程办公服务从过去封闭亚博网站网址亚博网站网址亚博网站网址、大企业自建亚博网站网址亚博网站网址、仅供内部交流的封闭系统亚博网站网址亚博网站网址,渐渐走向开放和普及亚博网站网址。

▼云视频技术推动远程办公至千亿级行业应用


数据来源:国泰君安证券研究

据中国软件网旗下的研究机构数据显示亚博网站网址亚博网站网址,2017年亚博网站网址亚博网站网址,我国智能移动办公的市场规模为194亿元左右亚博网站网址亚博网站网址,2018年为234亿元左右,同比增长20.8%亚博网站网址。

▼我国远程办公市场过去几年增速

维持20%以上增长


数据来源:中国软件亚博网站网址亚博网站网址亚博网站网址,国泰君安证券研究

中小微企业和个人用户的加入亚博网站网址亚博网站网址亚博网站网址,让远程办公市场成为各方势力争相涌入的竞争之地亚博网站网址亚博网站网址,仅仅从类型上来区分亚博网站网址,我们可以将市场上的玩家大致可以分为三类——

1亚博网站网址、设备硬件巨头走向软硬件一体化。

2亚博网站网址亚博网站网址、互联网巨头从C端走向B端亚博网站网址亚博网站网址亚博网站网址。

3亚博网站网址、新兴垂直领域远程办公服务商亚博网站网址亚博网站网址亚博网站网址。

03

软硬件一体化巨头们

思科亚博网站网址、华为

# 思科WEBEX

思科在视频设备方面与Polycom齐名亚博网站网址亚博网站网址亚博网站网址,但面对Google亚博网站网址亚博网站网址、亚马逊亚博网站网址、facebook等厂商在云服务领域崛起亚博网站网址亚博网站网址,思科也开始了云视频服务的转型之路亚博网站网址亚博网站网址。

自2011-2016年亚博网站网址亚博网站网址,思科先后收购了多家音视频服务公司亚博网站网址亚博网站网址,其中最重要的一家是很多人都不陌生的WebExz亚博网站网址。

在美国不少大企业中亚博网站网址,“Let's do a WebEx”亚博网站网址,几乎和“让我们Google一下”一样亚博网站网址,是一句正常沟通的俗语亚博网站网址亚博网站网址亚博网站网址。

2007年3月14日亚博网站网址亚博网站网址,思科宣布以32亿美元现金天价收购Webex亚博网站网址。而思科也凭借这项收购亚博网站网址亚博网站网址亚博网站网址,完美实现了软硬件一体化的解决方案亚博网站网址,一跃成为远程视频办公巨头亚博网站网址亚博网站网址。

目前亚博网站网址,思科收获了全球网络会议市场53%份额亚博网站网址,每月约71亿人参加网讯会议亚博网站网址亚博网站网址,是当之无愧的网络会议平台领军者亚博网站网址。

▼Cisco统一通信业务收入较高

国际市场份额全球领先


数据来源:Bloomberg亚博网站网址,国泰君安证券研究

# 华为云Welink

同样在软件领域发力的还有华为亚博网站网址亚博网站网址亚博网站网址。

和阿里钉钉亚博网站网址、腾讯企业微信不同亚博网站网址,华为云Welink的主要目的在于将华为多个业务汇聚到一个平台亚博网站网址,实现各种办公工具之间的融合亚博网站网址,让华为彻底告别此前多个烟囱式移动APP并行造成的体验不一致状态亚博网站网址亚博网站网址亚博网站网址。

▼华为发布支持多终端超过2000人接入产品


数据来源:公司官网亚博网站网址亚博网站网址亚博网站网址,国泰君安证券研究

据华为官网数据显示亚博网站网址亚博网站网址,从2017年Welink上线以来亚博网站网址,经受了华为全体19万员工的办公检验亚博网站网址亚博网站网址亚博网站网址,全球链接团队52万个亚博网站网址亚博网站网址亚博网站网址,联接知识21亿次/年亚博网站网址,联接业务700+亚博网站网址亚博网站网址亚博网站网址,提高员工整体协作效率30%亚博网站网址亚博网站网址亚博网站网址。

04

互联网巨头的toB之路

微软亚博网站网址亚博网站网址、阿里亚博网站网址亚博网站网址、腾讯

# 微软TEAMS

2009年亚博网站网址亚博网站网址亚博网站网址,随着单机版office产品在全球市场营收和占有率的下降亚博网站网址亚博网站网址亚博网站网址,微软发布office 365平台亚博网站网址亚博网站网址亚博网站网址,其中细分出的核心功能就是以Skype for Businesses为代表的企业级协作通信功能亚博网站网址亚博网站网址,此后进一步衍生出了Teams产品。

▼两年来微软Teams市场占有率提升明显


数据来源:微软官网亚博网站网址,国泰君安证券研究

作为深度整合Office 365云平台的产物亚博网站网址亚博网站网址亚博网站网址,Teams被赋予抗衡Slack 和 Google hangouts等办公协作软件亚博网站网址亚博网站网址亚博网站网址亚博网站网址,保证微软在办公领域龙头地位的重要使命亚博网站网址亚博网站网址,也收获了来自Office 365和商业版的重要流量支持亚博网站网址。

▼微软Teams日活爆炸式增长

19年已超越Slack


数据来源:微软官网亚博网站网址,国泰君安证券研究

2019年3月数据显示亚博网站网址亚博网站网址,超过50万机构客户使用teams产品亚博网站网址,较2018年同期增长超过150%亚博网站网址亚博网站网址。其中超过150家客户拥有1万人以上使用量亚博网站网址亚博网站网址亚博网站网址,全球财富前100强中91家使用teams亚博网站网址亚博网站网址,在大客户方面微软拥有行业绝对优势亚博网站网址。

# 阿里钉钉

2013年亚博网站网址,在集团阿里巴巴all-in无线的前提下亚博网站网址,原淘宝搜索业务负责人陈航聚拢团队负责对个人社交产品“来往”的开发工作亚博网站网址亚博网站网址,但是在对阵腾讯微信的过程中失利亚博网站网址。

2014年,在与商家的合作中发现企业办公中的交流问题亚博网站网址亚博网站网址亚博网站网址,团队将整体的工作重心折回B端亚博网站网址亚博网站网址亚博网站网址亚博网站网址亚博网站网址,以“构建纯净工作环境”为目标打造了产品“钉钉”亚博网站网址,1.0版本即可为客户提供包括免费电话亚博网站网址亚博网站网址亚博网站网址、企业群等团队沟通工具亚博网站网址亚博网站网址。

活跃用户数方面亚博网站网址亚博网站网址亚博网站网址,2018年4月亚博网站网址亚博网站网址亚博网站网址亚博网站网址,钉钉活跃用户数位居行业第一亚博网站网址亚博网站网址,数量超过第二名至第十名活跃用户数之和亚博网站网址,截至2019年10月亚博网站网址,在钉钉的2亿终端用户当中亚博网站网址亚博网站网址亚博网站网址亚博网站网址亚博网站网址,活跃用户数达到7000万亚博网站网址亚博网站网址,在国内市场基本和企业微信形成双寡头的垄断局面亚博网站网址。

# 腾讯企业微信

2016年亚博网站网址亚博网站网址,腾讯发布“企业微信”1.0版亚博网站网址。截至2019年亚博网站网址亚博网站网址,企业微信已更新至2.8.5版亚博网站网址亚博网站网址。除了具有类似微信的视频功能外亚博网站网址亚博网站网址亚博网站网址亚博网站网址,还集成了诸如公告亚博网站网址亚博网站网址、考勤、请假亚博网站网址亚博网站网址、报销亚博网站网址、审批亚博网站网址、企业支付等多项功能亚博网站网址,在功能上对标阿里钉钉亚博网站网址。

2019年12月亚博网站网址亚博网站网址亚博网站网址,腾讯云发布“腾讯会议”亚博网站网址,一款SaaS化远程办公产品亚博网站网址,作为其切入B端企业级通讯市场的排头兵亚博网站网址亚博网站网址。

实用性方面亚博网站网址,腾讯会议可以直接通过手机亚博网站网址、电脑亚博网站网址亚博网站网址亚博网站网址、电话亚博网站网址亚博网站网址亚博网站网址亚博网站网址、微信小程序亚博网站网址亚博网站网址、企业微信等多种方式拨入亚博网站网址亚博网站网址亚博网站网址;技术方面提供了包括视频美颜亚博网站网址、暗场景增强亚博网站网址、降噪等多种实用性功能亚博网站网址亚博网站网址亚博网站网址;在针对跨企业开会这种复杂场景亚博网站网址,提供了包括屏幕共享亚博网站网址、在线文档操作等便捷操作方法亚博网站网址亚博网站网址。

硬件方面亚博网站网址亚博网站网址,腾讯会议选择亿联、小鱼易连和宝利通三家厂商作为硬件合作方,为其提供包括会议室系统在内的多款办公协同硬件亚博网站网址亚博网站网址。

▼腾讯会议建设企业生态伙伴体系


数据来源:腾讯官网

#字节跳动飞书

七年发展亚博网站网址,高速扩张的字节跳动已经实现全球业务布局亚博网站网址亚博网站网址,而随着公司规模和业务范围的扩张,字节跳动内部沟通协作面临很大的挑战亚博网站网址,这种挑战表现在三个方面:员工网络的复杂性增加亚博网站网址亚博网站网址亚博网站网址,跨地区跨文化的沟通增加和内部系统数量的增加亚博网站网址。公司先后尝试多种沟通工具亚博网站网址,最终选择自己开发飞书产品亚博网站网址。

飞书的定位是全新一代创作和沟通平台。在IM基础上亚博网站网址亚博网站网址,飞书提供了音视频会议亚博网站网址、云盘亚博网站网址亚博网站网址亚博网站网址、智能日历亚博网站网址亚博网站网址亚博网站网址、在线协作的文档等等亚博网站网址亚博网站网址,同时也提供了开放平台亚博网站网址,使用户能够基于它去跟业务的系统做集成,快速构建自己的应用亚博网站网址亚博网站网址,也可以去充分的去利用第三方ISV应用亚博网站网址亚博网站网址亚博网站网址。飞书的核心功能有:企业通讯录、智能日历亚博网站网址亚博网站网址亚博网站网址、企业云盘亚博网站网址亚博网站网址、在线文档、音视频会议亚博网站网址亚博网站网址。

05

垂直领域的玩家们

# Zoom—中小企业和教育

Zoom由来自WebEx的离职创业团队创办亚博网站网址亚博网站网址亚博网站网址,Zoom从中小企业和教育垂直行业切入亚博网站网址亚博网站网址,前期采用Free+Prime模式亚博网站网址亚博网站网址亚博网站网址,培养用户使用习惯亚博网站网址亚博网站网址,加快对B端市场渗透亚博网站网址;后期采用独立账号定于模式亚博网站网址亚博网站网址亚博网站网址,增加与会人数和时间亚博网站网址亚博网站网址亚博网站网址,提高大型企业复杂会议使用频率亚博网站网址亚博网站网址亚博网站网址亚博网站网址。

用户以15美金/每月的价格买到账号亚博网站网址,即可在线上进行视频会议亚博网站网址,使用简单便捷亚博网站网址亚博网站网址亚博网站网址,连续多年被北美评为最受客户满意的企业亚博网站网址。

# Vidyo-医疗领域

Vidyo尽管自身不是一家远程医疗公司亚博网站网址亚博网站网址,但是却一直与医疗界合作紧密亚博网站网址。

其他云视频厂商不同亚博网站网址亚博网站网址,Vidyo的视频通讯是加密的亚博网站网址亚博网站网址,符合HIPPA标准亚博网站网址,所以受到了医疗界的青睐亚博网站网址亚博网站网址亚博网站网址亚博网站网址,与飞利浦亚博网站网址亚博网站网址、加州远程医疗网络亚博网站网址、梅西健康和梅奥诊所等都建立了合作关系亚博网站网址。

2016年4月26日亚博网站网址,阿里巴巴旗下钉钉宣布选择与Vidyo建立深度合作亚博网站网址亚博网站网址,成为钉钉嵌入式高清画质和点击入会的多方视频会议的合作伙伴。

# 小鱼易联-教育亚博网站网址亚博网站网址、医疗

小鱼易连是国内云视频会议领导者亚博网站网址,主打创新智能硬件,兼顾云平台服务亚博网站网址亚博网站网址。

公司由前Polycom团队创建亚博网站网址,主打“云”+“端”的模式亚博网站网址亚博网站网址亚博网站网址,核心竞争力为高性能亚博网站网址、低收费的云端服务,提供电话会议亚博网站网址亚博网站网址、云端协助亚博网站网址亚博网站网址亚博网站网址、硬件视频会议亚博网站网址亚博网站网址亚博网站网址、企业级直播等解决方案,服务于提供视频会议亚博网站网址亚博网站网址亚博网站网址、远程教育亚博网站网址亚博网站网址亚博网站网址亚博网站网址亚博网站网址、远程医疗亚博网站网址亚博网站网址亚博网站网址亚博网站网址、远程金融及远程政务等垂直领域亚博网站网址。

▼小鱼易连ME40终端方案灵活丰富


数据来源:小鱼易连官网

小鱼易连在技术上拥有远超传统专网视频的优势。小鱼易连利用AI技术亚博网站网址,目前可以做到课堂身份识别亚博网站网址亚博网站网址、行为识别以及课后数据分析亚博网站网址。

通过课堂中学生们行为识别以及学生使用答题器答题情况统计亚博网站网址亚博网站网址亚博网站网址,老师判断课堂效果亚博网站网址,包括学生的专注程度亚博网站网址亚博网站网址亚博网站网址、参与程度亚博网站网址亚博网站网址、知识点的掌握程度等亚博网站网址亚博网站网址。当出现大面积数据异常时亚博网站网址亚博网站网址亚博网站网址,老师可以及时调整教学方法亚博网站网址亚博网站网址。

# 会畅通讯-教育领域

会畅通讯端+云平台+行业解决方案一体化优势突出亚博网站网址,技术领先同业核心竞争力牢固亚博网站网址亚博网站网址亚博网站网址亚博网站网址,在双师课堂教育及其他细分领域发展迅速。

与其他远程办公领域厂商相比亚博网站网址亚博网站网址,会畅通讯的主要竞争优势在于产品稳定性好亚博网站网址亚博网站网址、可靠性强亚博网站网址亚博网站网址亚博网站网址、平台容量大且价格相对较低亚博网站网址亚博网站网址亚博网站网址。

# 苏州科达—政府信息化服务

苏州科达在网络视讯领域有数十年的行业经验亚博网站网址,公司构建了视频会议亚博网站网址亚博网站网址、视频监控两条端到端完整的产品线亚博网站网址,重点在公检法司四个领域深耕行业解决方案亚博网站网址亚博网站网址亚博网站网址。

此外,公司也建立了基于公有云的“摩云视讯”运营平台公司在电信级机房采用“服务器+软件”架设基于“云计算”的中心端平台亚博网站网址亚博网站网址,支持电信亚博网站网址、联通和移动等多运营商接入亚博网站网址。

▼“摩云视讯”主要架构


数据来源:公司招股说明书

06

混战之中

远程办公走向如何亚博网站网址亚博网站网址?

综合来看亚博网站网址亚博网站网址亚博网站网址,我们认为几大趋势值得关注亚博网站网址亚博网站网址。

第一,国产替代趋势明显亚博网站网址。

2002年以来亚博网站网址亚博网站网址,我国视频会议主要是通过采购宝利通亚博网站网址、思科的设备为主。后来国家出于保密及信息安全方面的要求亚博网站网址亚博网站网址,政府部门在远程办公系统采购领域逐渐删除了对国外厂商的采购计划亚博网站网址。

2015年3月:政府调整采购名单亚博网站网址亚博网站网址,删除对Cisco视频会议的采购计划亚博网站网址。

2016至2017年:政府密集发布政策亚博网站网址亚博网站网址亚博网站网址,网络安全上升到国家战略亚博网站网址。

2017年之后,政府使用的远程办公方案多为国内企业制作亚博网站网址。

从2018年中标金额最大的十个项目来看亚博网站网址,中标企业均为国内公司。信息安全和保密的特殊要求阻碍了国外视频会议厂商,从而为国内厂商带来了广阔前景亚博网站网址。

▼华为亚博网站网址、中兴和苏州科达

逐步占据了中国远程视频办公的主流


数据来源:中国产业信息网亚博网站网址亚博网站网址,国泰君安证券研究

第二亚博网站网址亚博网站网址亚博网站网址,中国远程协同办公市场呈现高清化的特点亚博网站网址,企业级用户仍然贡献远程办公市场规模主力亚博网站网址亚博网站网址。

2014年亚博网站网址亚博网站网址,中国远程办公市场正式迎来了高清时代亚博网站网址亚博网站网址,高清市场规模比例超过标清市场亚博网站网址,达到了51.5%亚博网站网址亚博网站网址。

远程办公高清化带来更好的临场体验亚博网站网址亚博网站网址,其比率于2018年达76.8%亚博网站网址亚博网站网址。新技术的发展使得视频融合需求的满足逐步成为现实,其高清视频内容的占比最高达到84.7%亚博网站网址。

政府级用户需求集中体现为大规模、高质量和价格不敏感亚博网站网址亚博网站网址。

随着视频通信技术的进步和软件视频会议的兴起亚博网站网址,企业级用户的需求持续上涨亚博网站网址,其中中小企业的需求增长更为迅速亚博网站网址。医疗和教育领域需求有待进一步开启亚博网站网址亚博网站网址亚博网站网址。

▼中国远程办公市场

高清化趋势日益明显(亿元)


数据来源:弗若斯特沙利文,国泰君安证券研究

第三亚博网站网址,国内竞争格局中亚博网站网址亚博网站网址亚博网站网址,各方势力走向较为清晰亚博网站网址亚博网站网址。

就国内企业而言亚博网站网址亚博网站网址亚博网站网址,我们认为互联网巨头将聚焦在通用级应用市场亚博网站网址亚博网站网址亚博网站网址,即为大量的小微企业提供标准化产品和服务亚博网站网址。

而原有云视频厂商将聚焦在行业级应用场景亚博网站网址亚博网站网址亚博网站网址,即为大型企业提供更为定制化的产品和服务亚博网站网址亚博网站网址。那些真正具备核心技术亚博网站网址,并且能够深入提出行业级解决方案的企业将在远程办公市场中脱颖而出亚博网站网址。
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 通讯 -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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