Original title: Analysis of the current development status and competitive landscape of China's commercial cryptography industry in 2022, Commercial cryptography technology innovation ushered in new opportunities "Picture"
1. Overview of the commercial cryptography industry
1, category
" Password Law of the People's Republic of China " clearly states that my country's passwords are divided into three categories: core passwords, ordinary passwords and commercial passwords. Among them, core passwords and ordinary passwords are used to protect state secret information. Commercial passwords refer to password technologies, password products and password services used to encrypt and protect and securely authenticate information that does not belong to state secrets. Commercial password products are currently divided into 6 categories by form and can be divided into 7 categories by function. The specific categories are as follows:
Commercial password product classification
Source: Public information sorting
2, development history
my country's commercial password development started late, and the process began in the modern and modern password era. Overall, my country's commercial passwords have gone through three stages of development:
Development history of my country's commercial cryptography industry
Source: Public information sorting
2. Related policies of the commercial cryptography industry
In recent years, with the frequent occurrence of domestic and foreign network security accidents, the Chinese government has continuously increased its attention to network security. In 2013, important National Security Committee and Central Cyber Security and Information Technology Committee were established. On June 1, 2017, the " Network Security Law " was officially released, and the level protection system was elevated to the legal level; in May 2019, the Ministry of Public Security officially issued the "Basic Requirements for the Protection of Cyber Security Level of Information Security Technology", opening the era of 2.0. Compared with the waiting insurance 1.0, waiting insurance 2.0 continues to divide five levels. At the same time, trustworthy verification is included in the main functional requirements of all levels and links, requiring the use of cryptographic technology to ensure the confidentiality of sensitive information fields or entire messages during communication transmission. At the same time, it is emphasized that the use of cryptographic technology to ensure the confidentiality of important data in the storage process.
Related policies of my country's commercial cryptography industry
Source: Websites of various government departments, compiled by Huajing Industry Research Institute
3. Commercial cryptography industry chain
Business cryptography industry industry chain is: chip-board-encryptor server. Currently, the companies engaged in chip business in the market are mainly Gueststong , Sanwei Xinan (proposed to be listed), Guoxin Technology (prolated to be listed), Beijing Hongsi, and NXP; the companies engaged in password boards are mainly VMstong, Sanwei Xinan (proposed to be listed), and Yuwen Information; the main ones engaged in encryption machine servers are Gueststong, Geer Software , Jida Zhengyuan , Xinan Century , and Digital Certification .
Commercial cryptography industry chain
Source: Public information sorting
In recent years, my country's software and information technology service industry has expanded rapidly, and its technical level has significantly improved, and has developed into an important part of strategic emerging industries. According to statistics, as of 2021, my country's software and information technology industry revenue avenue was 9499.4 billion yuan, and the total profit reached 118.75 billion yuan.
2012-2021 China's software and information technology industry revenue and profit
Source: Ministry of Industry and Information Technology, compiled by Huajing Industry Research Institute
4. Analysis of the current development status of China's commercial cryptography industry
1, industry scale
In recent years, the scale of my country's commercial cryptography industry has been expanding, and the overall scale of the industry has been on the rise. In 2020, under the objective environment of the epidemic of the new crown epidemic, my country's commercial cryptography industry still achieved rapid development, with an overall scale of 46.6 billion yuan, an increase of 33.14% over 2019. It is expected that the scale of the commercial cryptography industry in 2023 is expected to reach 93.75 billion yuan.
2019-2023 China's commercial cryptography industry scale and growth rate
Source: Public information sorting
2, password transformation project
password modification cost, a system-minimized password modification solution in addition to purchasing server password machines, security gateway , and signature verification server, the client also needs to add a key and a secure browser, and the total amount is about 600,000 yuan. Considering the size and function of the customer information system, the general renovation cost is 1-2 million yuan.
Some domestic password transformation projects include examples
Source: Qianlima, compiled by Huajing Industry Research Institute
5. Analysis of the competitive landscape of China's commercial cryptography industry
1, Market share
Currently, the leading domestic commercial cryptography manufacturers mainly include Weishitong, Sanwei Xin'an, Jiangnan Tianan, Yuweng Information, Xingtang Communication , etc. The company currently belongs to the first echelon of commercial cryptography manufacturers. The market size of domestic commercial passwords in 2020 was 46.6 billion yuan. The market size statistics of commercial passwords not only include password products with passwords as the core function, but also include downstream network information security products containing cryptographic technology. Therefore, the market size of these statistical markets will be much larger than the actual market size of commercial password products. The commercial cryptography industry is relatively scattered and has not yet formed an industrial cluster advantage. The revenue of Defender Password Products in 2020 was 593 million yuan, with a market share of 5.93%. The revenue of Sanwei Xinan in 2020 was 190 million yuan, with a market share of about 0.41%.
Market share of China's commercial cryptography industry in 2020 (unit: %)
Note: Jiangnan Tianan, Fisherman Information is a non-listed company and public data cannot be obtained.
Source: Public information sorting
2, key enterprises
33xinan is the main domestic commercial cryptographic infrastructure provider, and its main products include password boards, password whole machines and password systems. As of 2021, the revenue share of the above three categories of products was 28.59%, 44.19%, and 21.80% respectively. In October 2021, the company's first self-developed password security chip XS100 has obtained commercial secret qualifications and has a complete product system in the field of commercial cryptographic infrastructure. The company ranks first in the industry in terms of password board qualifications. According to Market Research Intellect's 2021 statistics, Sanwei Xinan ranked ninth and third in the global cryptographic hardware security market.
Revenue of Sanwei Xinan from 2018 to 2021 (10,000 yuan)
Source: Company announcement, compiled by Huajing Industry Research Institute
6. Analysis of the development trend of China's commercial cryptography industry
1. Commercial cryptography technology products are constantly upgraded
In recent years, my country's commercial cryptography products have continued to enhance its independent innovation capabilities, industrial support capabilities have continued to improve, application demand will continue to promote technological progress, and the commercial cryptography industry will usher in long-term and sustainable development opportunities.
2, the integrated development of new generation information technology, and the new space for commercial secret applications continues to expand
At present, world economy is entering a development stage dominated by new generation information technology. New generation information technology represented by cloud computing , big data, blockchain, digital currency , Internet of Things, Internet of Vehicles, artificial intelligence and other technologies are gradually changing the technical route and key standards of the traditional information industry, and is constantly breaking the existing technology industry pattern. The digital transformation of social and economics is accelerating. In the era when data drives everything, commercial passwords are closely related to the new generation of information technology, mutual generation and integration development. Cryptography technology is one of the core technologies of blockchain. The use of new technologies such as big data, cloud computing, and the Internet of Things requires passwords to provide security guarantees, which brings huge room for development to password applications.
3, wide user needs
At present, a large number of enterprises have transferred internal processes and governance to the network through digital transformation . Digital processes and governance make the circulation of information and data resources smoother and more open and transparent. At the same time, digital transformation has reshaped the productivity of enterprises, and production tools have gradually transformed into digital technology , represented by artificial intelligence. At present, driven by the demand for new scenarios such as cloud mobile, the demand for commercial password applications will grow rapidly, and the password application market will usher in an explosion. The application of commercial passwords in traditional industries such as finance, taxation, and industry and commerce is expected to continue to deepen, and will also play an increasingly important role in emerging fields such as smart city , cloud computing, Internet of Vehicles, and industrial Internet, reducing the risks of networks and systems being attacked, identity being counterfeited, and sensitive information being stolen, which can effectively protect citizens' information security and property security.
4. The country vigorously supports independent innovation, and the innovation of Shangxin technology ushers in new opportunities
At present, the country vigorously promotes targeted support, increases investment in scientific and technological research and development, strengthens the cultivation of scientific and technological talents, establishes an incentive mechanism for innovative talents, vigorously promotes the development of high-tech enterprises, encourages financial institutions to actively support small and medium-sized enterprises in technological innovation, and establish a technological innovation service system. In terms of password innovation, China Crypto Society has established the "Crypto Innovation Award", giving substantial rewards to scientific and technological workers engaged in the research of basic cryptographic theories and applied theories and the promotion and application of cryptographic achievements in my country.
At present, my country has achieved remarkable results in password algorithm , product certification , application promotion and detection specifications, and has reached the international advanced level in new password algorithms. In the process of informatization and digitalization in my country, all fields and applications will be deeply integrated with cryptographic technology. It is necessary to continuously promote independent innovation in the cryptographic field in order to fundamentally achieve independent intellectual property rights of core cryptographic technologies and enhance the comprehensive autonomy from cryptographic technology to cyberspace security.
Original title: Analysis of the current development status and competitive landscape of China's commercial cryptography industry in 2022, Commercial cryptography technology innovation ushered in new opportunities "Picture"
Huajing Industry Research Institute conducted an in-depth analysis of the current development status of China's commercial cryptography industry, industry upstream and downstream industrial chain , competitive landscape and key enterprises, etc., to minimize corporate investment risks and operating costs and improve corporate competitiveness; and use a variety of data analysis technologies to predict the industry development trends so that enterprises can seize the market opportunities in a timely manner; for more detailed content, please pay attention to the "2022-2027 China Commercial cryptography Product Industry Development Monitoring and Investment Strategy Research Report" published by Huajing Industry Research Institute.
