Sat. Aug 13th, 2022

In 2021, the new crown epidemic will have twists and turns, still covering people’s lives and all walks of life. The recovery has not yet arrived, and the winter will continue.

A moment of stability is a luxury this year. If you use one theme to summarize 2021, it must be: turbulence.

Stories are endless, accidents follow, and the hustle and bustle never stops. In the turmoil, the old order is broken and new rules are being established.

The technology industry is also groping for new outlets in the “ups and downs” plot.

The experience of some technology products has become complicated, and some technology companies have gone bankrupt, cut salaries, layoffs… The belief that once made this industry unique-to bring people a more productive life and a better society-in this The year seems to be gradually disappearing ko.

Due to monopolies and violations of user privacy, technology giants ushered in the strongest regulatory storm, and “pick up their tails to be humans.” The new concept craze one after another, the scene from the virtual world to Mars, but it is difficult for technology entrepreneurs and practitioners to tell new convincing stories.

2021 is coming to an end. Which tracks will break out in turbulence, and who can successfully step on the tuyere?

The following are the top ten global technological hotspots in 2021 as selected by Sina Technology:

Live delivery: domestic “myths” are shattered, and overseas are getting better

In 2021, the “Chinese model” of live broadcasting and delivery of goods will successfully go overseas. In the past two years under the epidemic, online shopping has been increasingly accepted by overseas consumers. This year, some overseas platforms also took the opportunity to gradually launch live streaming services.

It is reported that as of now, Amazon, Google, Facebook(Now renamed Meta), Instagram, Pinterest, Youtube, Twitter, Southeast Asian e-commerce giant Shopee, Latin American e-commerce Mercado Livre and other platforms have all opened live broadcast delivery functions, and used this year’s “Black Friday” event to vigorously promote this service.

Overseas markets are paying more and more attention to live delivery of goods, and some vertical emerging companies continue to emerge, such as Newness, a beauty live streaming platform, and Whatnot, a live shopping platform that focuses on collectibles transactions.

Unlike China’s already mature model, overseas live streaming is still in the early stages of development, but the potential cannot be underestimated. Maybe overseas users will “squat a bonus” in the live broadcast room every day in the future. Grab the hand softly.

According to Tribue South Africa : Compared with the vibrant overseas, the domestic live streaming industry has had a better life this year. This tuyere, which has been regarded as the “myth of wealth creation” in the past two years, will usher in a reshuffle at the end of 2021.

Favored by the epidemic, since 2020, the development of live broadcast delivery in my country has reached its peak, and the popularity of “live broadcast for all people” has risen. According to the “Research Report on China’s Live Streaming E-commerce Industry in 2021” released by iResearch, the scale of China’s live streaming e-commerce market will exceed 1.2 trillion yuan in 2020, with an annual growth rate of 197%, and the market size in this field will exceed 4.9 trillion yuan in 2023. Yuan.

However, as the top anchors and some popular stars continue to “turn over” the goods, various problems in the barbaric growth period of the live broadcast have begun to appear. The chaos in many industries, such as bill-swiping, account trading, data fraud, false propaganda, excessively high pit fees, rampant counterfeit goods, tax evasion, and so on, have also been exposed. Subsequently, relevant supervision began to gradually follow up and regulate the development of the industry.

In November, the news of the anchor “Sydney and Lin Shanshan being punished for tax evasion” detonated the entire network, and the live streaming industry ushered in rectification. One month later, on December 20, the news that “a sister with goods” Wei Ya was fined 1.341 billion yuan for tax evasion and tax evasion once again caused the whole network to fluctuate, triggering an earthquake in the live e-commerce industry. The live broadcast of goods has really cooled down in this cold winter, and this track that has slipped from the “e-commerce C position” has also ushered in a new period of change.

The meta-universe explosion, tuyere or bubble?

It’s been a few days in 2021, and I don’t know the “Metaverse” yet, that’s really out! This can be said to be the hottest technology concept this year, not one of them.

This term was coined thirty years ago in the dystopian novel Snow Crash, and in a broad sense refers to a shared, immersive digital environment. People can move in these environments, It can also be accessed through a virtual reality (VR) or augmented reality (AR) helmet or computer screen. In this regard, some people believe that it is the future of mobile Internet, which will subvert human life.

In March, Roblox , known as “the first stock of the meta universe”After being listed on the New York Stock Exchange, Meta Universe quickly became the focus of the technology circle and the capital market. But in the end, the person who pushed the metaverse to the public eye was Mark Zuckerberg (Mark Zuckerberg). In October of this year, he officially announced that Facebook will be renamed Meta, “all in” meta universe.

At this point, the meta-universe frenzy officially detonated, and the capital market went into madness. Last year, Roblox was valued at only 4 billion U.S. dollars when it was not listed; now its market value has exceeded 55 billion U.S. dollars. The share prices of some domestic listed companies involved in this concept have soared. Take Zhongqingbao as an example. Since the company announced in September that it plans to build the meta-universe game “Brewmaster”, its stock price has risen by as much as 362% in two months.

In addition, Microsoft, Qualcomm, Nvidia, Tencent, Baidu, Station B, Netease, ByteDance and other domestic and foreign technology companies have also entered this field one after another. Application scenarios such as virtual humans, VR, AR, blockchain, NFT, etc., extended under the concept of meta universe have also received great attention and sought after.

However, as Metaverse penetrated more and more industries, excessive hype and speculation have also caused a lot of controversy and suspicion.

Musk said that the concept of meta universe is basically just a “popular marketing term” rather than reality. Liu Cixin, the author of “Three-Body”, believes that Metaverse is a very tempting and highly hallucinogenic “spiritual opium”. Liang Jianzhang, the co-founder of Ctrip, said that Metaverse creates all kinds of fun with low cost, which will bring population risks and technological stagnation. “People’s Daily” and “Economic Daily” have also issued articles calling for a rational view of the meta-universe boom.

But it is undeniable that, as a brand-new concept, Metaverse is promoting a new wave of technology research and development and will give birth to more application scenarios. But when the meta universe can enter people’s lives, and what impact it will bring, it will take time to answer.

With the rise of space “rich tour”, can “civilian tour” be far behind?

The performance of space travel this year is really dazzling, and the rich are all rushing to “go to heaven.”

July, Virgin GalacticThe founder, Richard Branson (Richard Branson) “run away” Bezos, and six passengers including three Virgin Galactic employees and two pilots took the lead to the edge of space in their own spacecraft. A week later, Bezos also took his brother Mark Bezos and two other passengers on the Blue Origin “New Shepard” spacecraft to complete a suborbital journey. This month, Japanese tycoon Yusaku Maesawa and his assistant took the Russian Soyuz spacecraft to the International Space Station, starting a 12-day space travel.

Recently, Justin Sun, the founder of the cryptocurrency platform TRON, revealed that he will take the Blue Origin rocket into space in 2022. With the advent of the era of commercial space flight, space “rich travel” has begun to rise, which also indicates that the human dream of flying to the sky is no longer far away.

In the future, more and more ordinary people will also have the opportunity to enter space. After all, in September this year, the “Dragon” spacecraft of SpaceX, Musk’s space business company, sent four “all civilian” passengers into space. At the same time, with the deepening of space exploration, mankind is not far from “running to the moon” and “getting up to fire”.

The “double reduction” policy strikes, and China’s online education “turns around”

2021 in China’s online education industry can be described as going from “heaven” to “hell”.

The Chinese education stocks were once one of the darlings of Wall Street. New Oriental, Good futureAfter the company went public on the U.S. stock market, its market value rose to billions of dollars. Since 2020, stimulated by the epidemic, online education has also been sought after by the capital market. However, with the implementation of the “double reduction” policy and stricter supervision, this industry that once “can make money while lying down” has ushered in an unprecedented “big earthquake”.

On July 24, the “double reduction” policy was officially implemented. On the same day, the share prices of many online education stocks in the U.S. and Hong Kong stocks were “halved.” It is reported that after the “double reduction” policy was released, the market value of most listed education companies has shrunk significantly, generally dropping by nearly 90%. Take Gaotu as an example. At present, the company’s market value is less than 550 million U.S. dollars, and by the end of 2020, the company’s market value is more than 12 billion U.S. dollars.

Since November, many online education institutions such as Good Future, New Oriental, Gaotu, Yuanjiao, Job Gang, etc. have announced the termination of off-campus training services for subjects in the compulsory education stage in the Mainland, and are seeking to transform quality education and vocational education into new directions. New Oriental is leading the cross-border entry into agricultural e-commerce under Yu Minhong.

Nowadays, the online education industry is at a “crossroads”. How to open up a new and correct path under the “double reduction” policy is a common problem faced by the entire industry.

Musk and TeslaThe year of “ruling”

Whether at home or abroad, the “walking hotspot manufacturing machine” Musk will definitely be the top spot in the circle in 2021. Whether in the fields of politics, economics, finance, technology, or entertainment, every move of this restless tech madman can trigger a “repellent storm.”

In the past year, he became popular with Clubhouse, brought Dogecoin, sold real estate, launched rockets, explored brain-computer interface technology, broke up with his girlfriend, and had a fight with his old enemy Amazon founder Jeff Bezos (Jeff Bezos). , Mad at the officials of the United States and the United Nations, tweeted “Seven Steps” in Chinese, and even launched a poll on Twitter to ask netizens whether they want to sell 10% of Tesla’s stock… Only you can’t think of it, you can’t do it without him out. According to statistics, from December 3, 2020 to December 7, 2021, only on WeiboOn one platform, Musk himself has been on 74 hot searches.

At the end of the year, the American “Time” magazine and the British “Financial Times” both named him “Man of the Year”. Also this year, Musk finally “killed” his old rival Bezos to become the world’s richest man. Benefiting from the continued rise in Tesla’s stock price, Musk has also become the first rich man in history with a net worth of over US$300 billion.

News Channels in South Africa said In October of this year, Tesla’s market value finally exceeded US$1 trillion, making it one of the “Five Most Valuable Companies in the United States” (the other four are Apple, Microsoft, Google’s parent company Alphabet, and Amazon) have become the world’s first car company with a market value of over one trillion. From the market value of 100 billion US dollars in early 2020 to the trillion US dollars market value today, Tesla only took less than two years.

However, under the bright circumstances, risks have also taken off. Over the past year, Tesla has been frequently involved in traffic accidents at home and abroad. It has been investigated by Chinese and American regulators many times. The safety of auto-driving vehicles has been questioned. The resulting disputes with car owners have also emerged, such as in April. In the case of Henan Tesla’s female owner’s rights defense, the case in which the owner sued Tesla and its vice president Tao Lin in China for infringement of her right of reputation has also been officially heard. In addition, Musk used Twitter to frequently participate in the financial market, causing severe market volatility and suspected of manipulating the market.

However, as the leader of the popular electric car track, Tesla is undoubtedly the focus of 2021, and Musk, the “Silicon Valley Iron Man”, should continue to do hard-core innovation and online “making things”. Go down.

Tech tycoon ebbs: break and then stand

This year, many domestic and foreign technology giants have chosen to “retire” and escaped from their daily work.

In foreign countries, in February this year, Bezos announced that he would step down as CEO of Amazon.com and officially ended his 27-year Amazon CEO career on July 5. Last month, Twitter co-founder, CEO and executive chairman Jack Dorsey (Jack Dorsey) officially announced his resignation as CEO, leaving Twitter for the second time.

Domestically, in March this year, PinduoduoFounder Huang Zheng issued a letter to shareholders for 2021, announcing that the board of directors has approved his resignation as chairman of Pinduoduo, and the company’s co-founder and CEO Chen Lei will take over. In May, Zhang Yiming, the founder of ByteDance, announced that he would step down as CEO, and the company’s co-founder Liang Rubo would take over. In mid-October, in SogouOn the day when it was officially merged into Tencent, Wang Xiaochuan sent an internal letter announcing that he would officially step down as Sogou’s CEO. At the end of October, Kuaishou co-founder Su Hua stepped down as CEO of the company.

There are various speculations about the retreat of the big bosses, but whether it is caused by internal or external factors, the departure of the old boss will always make the company go through a relatively turbulent transition period, and it is also the direction of the big ship. Good time. As the so-called “break and then stand”, let alone retreat does not mean disappearance. The big guys just no longer appear in the spotlight frequently, but the legends of the big guys are circulating everywhere in the world. Moreover, what course will these large ships that have left the founders under the helm of the new CEO? This is one of people’s concerns.

Revenge from retail investors: GameStop “epic” squeeze feast

In fact, the opening drama of 2021 was kicked off by a retail battle on Wall Street on the other side of the Atlantic. In January of this year, inconspicuous established companies, such as GameStop and AMC Cinemas, short-selling by hedge fund Melvin Capital, whose stock prices are precarious, have stunned the U.S. stock market with their huge trading volume and soaring stock prices.

It was originally a discussion on the potential value of GameStop on the Reddit website, but in the end it evolved into a “crowdsourcing effort”: Many retail investors poured into the market, buying stocks that were shorted by hedge funds, vigorously “squeezing the shorts” The war” started.

Driven by social media, this momentum began to flood the retail market, and some brokers were forced to restrict transactions. Robinhood, an online broker popular with retail investors, had to ask shareholders to inject cash to resist the clearing house’s demands.

Although this incident ended “quietly” in the end. But US brokers, hedge funds, and regulators have experienced a crash course on the power of retail investors, and this event may lead to reforms in the US market in the future.

Global chip shortage continues

As the heart of a variety of technological products, chips are still in serious shortage this year. The supply chain crisis caused by the lack of core is becoming more and more difficult to control.

Goldman SachsOnce analyzed, the chip shortage has affected 169 industries such as mobile phones, automobiles, home appliances, and medical equipment to some extent.

Due to the way the supply chain works, the shortage of chips has a particularly serious impact on the automotive industry. Affected by lack of core, including VolkswagenGM, Ford sales, including automobile manufacturers plummeted this year, was forced to stop production; new forces to build cars in China, Wei to Automobiles had lowered their delivery expectations for the third quarter due to a lack of cores. The ideal automobile’s sales in September this year fell out of the top three due to the impact of chips, lagging behind Nezha Automobiles.

Even with the strongest supply chain in the world, Apple cannot escape the shadow of a chip shortage. The company’s CEO Cook has also said that supply chain problems caused Apple’s fourth-quarter revenue to drop by $6 billion.

Regarding when the chip crisis will ease, TSMCPresident Wei Zhejia said that the tight state of chip production capacity will continue until 2022; Qualcomm CEO Cristiano Amon believes that the global chip shortage is alleviating and the situation is expected to improve in 2022. IntelCEO Pat Gelsinger (Pat Gelsinger) predicts that the chip shortage will continue until 2023.

Cryptocurrency welcomes the “roller coaster” market and encounters strong supervision by many countries

Since the beginning of 2021, cryptocurrencies have been on the cusp of the storm. Take Bitcoin as an example. In the first quarter of this year, the price of Bitcoin hit a series of new highs, eventually reaching a level of slightly less than $62,000. Since the beginning of 2021, Bitcoin has risen by nearly 70%, driving the entire crypto market. The total value reached 2 trillion US dollars.

Affected by this, the cryptocurrency exchange Coinbase went public in April and became the “first share of encrypted digital currency”, closing 31% on the first day of listing. But in May, this situation was broken, triggering the first serious crash in 2021.

Affected by regulation, on May 19, the price of Bitcoin plummeted by 30% and hit a low of $30,000; Ethereum fell by 46%. This plunge also highlighted a series of structural weaknesses in the digital currency market, as some large trading venues failed during the price plunge.

Nevertheless, people still cannot refuse digital cryptocurrency. In late September, when the futures-based Bitcoin Exchange Traded Fund (ETF) was launched, the price of Bitcoin resumed its rise and pushed the price of Bitcoin to a record high in November: the highest rose to $69,000. But by early December, cryptocurrency prices fell sharply again, this time due to the turbulence of the traditional market.

Over the past year, the types of cryptocurrencies have also been increasing, and the overall ecology has gradually developed and grown, but with it comes the tightening of global policies and stricter supervision.

This year, multiple departments in the United States have successively voiced their regulatory requirements for the cryptocurrency industry. The International Monetary Fund (IMF) also urged joint regulation of cryptocurrencies. Many departments in our country have also issued a joint announcement stating that virtual currency is a specific virtual commodity, not a real currency, and should not and cannot be used as currency in the market, and the virtual currency mining and trading industry has been gradually cleared. .

There are indications that the mainstream path of cryptocurrency is still difficult.

Streaming media stalls: user growth is peaking, and the road to high-quality content is not seen

In 2020, the epidemic has forced people to “lie at home”, and streaming media, as one of the main ways to spend time at home, is a blessing in disguise and ushered in high growth. However, with the gradual resumption of work and production in various countries, the “home economy” dividend has faded, and this year’s streaming media failed to continue the good luck of last year.

Global “King of Streaming Media” NetflixAlthough this year’s super-popular “Squid Game” turned the tide, it failed to completely solve the problem of slowing user growth, and it did not explore a second growth curve that can solve the problem of profitability.

Domestically, the long-term vicious competition has caused “Aiyuteng” to run farther and farther on the road of burning money, with increasing losses and further and further away from the goal of profitability. In addition, with the withdrawal of capital and the increasingly standardized supervision, coupled with the joint encirclement and suppression of the short video forces led by “Shake Kuai”, the long video “three mountains” has long been crippled. This winter, iQiyiThe announcement of an increase in membership fees and massive layoffs also shows that the long-term video industry has reached the “darkest moment” and urgently needs to be broken.

In fact, for streaming media platforms, user stickiness always comes from high-quality content rather than the platform itself. Therefore, developing high-quality content is the main strategy of foreign streaming media platforms, and it is also the pursuit of major domestic platforms. It is still unknown when this road will be completed.

Concluding remarks

The above are the top ten global scientific and technological hotspots in 2021 selected by Sina Technology. Crisis and new students go hand in hand. Anxiety and hope coexist, becoming the main theme of this year.

In a few days, the New Year’s bell will ring. After a turbulent year, will Internet technology companies get better in 2022? What new changes will there be in various industries? Sina Technology will continue to witness with you.

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