On August 8, 2016, Delta Air Lines in the Atlanta area caused a blackout of the computer system of Delta Air Lines. Delta Air Lines said that important systems and network equipment did not smoothly switch to the backup system, thus causing some data centers to be inoperable. . However, because the internal operations of the airlines have been digitized, they must rely on computers and network systems to handle operations such as flight flight, crew scheduling, booking, boarding, and airport self-service. The downtime incident, in addition to causing Delta Air Lines to cancel about 1,800 flights for two consecutive days, plus the related refunds and compensation amount, etc., the company estimated that the computer crash may affect In the third quarter of American Airlines, about 10% of revenue.
In fact, the recent aviation industry has experienced abnormal operations due to computer and network system failures. Not only Delta Air Lines, including Southwest Airlines, also crashed in July this year, resulting in the cancellation of more than 2,300 in 4 days. The main reason for the flight is the router failure. In May of this year, JetBlue (JBLU) also forced passengers to report at the airport in a manual manner due to computer problems, affecting the overall service quality and process.
Although for the Delta event, the media will focus more on reviewing the increasingly outdated computer system in the aviation industry. The Wall Street Journal also pointed out that the incident is a warning to the company's information chief, calling on companies to develop client applications and services. At the same time, do not ignore the maintenance and upgrade of the back-end IT system. However, driven by the development of various networking technologies and application models, various devices are moving toward “digitalization†and “networkingâ€. The business model of the enterprise is becoming more and more inseparable from the network, and even the operators. All related applications of the Internet of Things are important development opportunities in the future, but if you rely too much on network applications, is it also harmful to the long-term competitiveness of enterprises? In addition, another thing worth thinking about is the orientation: the booming development of the Internet of Things, is it a turning point in the development of enterprises and industries, or is it another crisis?
From the perspective of the internal operations of the enterprise, IoT applications have significantly improved the efficiency of various operations and the speed of internal processes. However, in terms of industry or product, the application of the Internet of Things is not necessarily a positive benefit for individual companies. With almost one hand and now, it is also the core key product of various consumer Internet of Things applications: smart phones, for example, can see some clues.
Before the advent of smart phones (such as the first generation iPhone), consumers in order to meet a variety of portable consumer applications, such as listening to music, watching movies, playing games, navigating, taking photos, reading e-books, viewing electronic photo frames, etc. Consumer products such as MP3 players, MP4 players, handheld game consoles (such as Game Boys), navigators, digital cameras, e-books, and electronic photo frames are often purchased separately. Perhaps the price per product is not high, but The overall sum is also a small purchase amount. Then, with the popularity of smart phones, consumers only need to purchase a smart phone, which also meets the needs of listening to music, watching movies, playing games, navigating, taking photos, reading e-books, watching electronic photo frames, etc. Demand for other consumer electronics products has fallen dramatically.
For consumers, the original need to bring 3 or 4 handheld devices, now only need to bring a smart phone, which greatly enhances the convenience, and can also connect related content in use, which will undoubtedly improve consumers. The experience of using. However, in terms of the output value of the overall consumer electronics industry, the distribution of 3 or 4 general consumer electronic products into a smart mobile phone may be similar in terms of sales amount, and the benefits are not obvious in driving the increase in industrial output value.
From another perspective, from the perspective of the supply chain, in the case of LCD panels, in the past, consumers will purchase 3 or 4 handheld devices, which will drive the demand for 3 to 4 panels. Most of these panels are small and medium size. A standard product with simple functions, and after the demand shifts to a smart phone, the specification requirements for the panel are improved (such as wide viewing angle, touch, high definition, high brightness, etc.), and the size is also increased, and the overall unit price is greatly increased. Improvement, however, the demand has changed from the original 3 or 4 low-priced products to 1 high-priced product, which is beneficial to the improvement of output value.
It is worth noting that these changes have had a huge impact on the supply chain, including the reduction of production capacity from the original 3 or 4 pieces to one piece, which has impacted the economies of scale of the supply chain, and the technical specifications have changed from medium to low to medium to high. The source is shuffled. In the above example, the standard panel used in general consumer electronics in the past was mostly supplied by Taiwanese companies, but it became a relatively high-end panel for smart phones. And the Korean panel makers are in the world.
For the Taiwanese industry, another more obvious supply chain impact lies in the past economies of scale/horizontal division of labor, which gradually turned into a small number of customized requirements, and Taiwanese operators often fail to respond effectively to these changes, causing the brand operators to turn And seek cooperation space between mainland companies and EMS operators.
In the past, the advancement of science and technology was an important boost to economic growth. Just as Moore's Law has driven the continuous advancement of the communications industry for decades, in the future, the Internet of Things may be the most important key to guiding the transformation of new-state services and the driving industry, but For the whole industry, individual companies and even various products, whether it is a turnaround or a crisis, there may not be a consistent answer, but a question that each needs to think deeply.
The author of this article is the MIC Industry Consultant
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