智能体时代，大厂向应用层渗透的逻辑与路径

Core Viewpoint - The report discusses the transformation of the enterprise application service landscape in China due to the advent of the intelligent agent era, highlighting the blurring boundaries between large tech companies and application vendors, and the need for both to adapt to new business dynamics [1][2]. Group 1: Driving Logic of Boundary Crossing - The traditional boundary between large tech companies and application vendors is becoming increasingly ambiguous as large companies gain the capability to penetrate the application layer [2]. - Historically, application vendors maintained a stronghold due to their deep industry know-how, which large companies struggled to replicate [3][5]. - The shift in enterprise demand from process management to result delivery is a key factor enabling large companies to cross into the application layer [7][8]. Group 2: Knowledge Governance and Interaction Paradigms - The weakening of knowledge governance requirements allows large companies to utilize vast amounts of unstructured data directly, facilitating their entry into specialized fields [9][10]. - The transformation of user interaction from "users finding applications" to "applications finding users" centralizes control and allows large companies to dominate the entry points of enterprise applications [11]. Group 3: Quadrant Analysis of Application Risk - A quadrant model based on task complexity and knowledge complexity is proposed to assess which applications are at risk of being absorbed by large companies [15]. - Applications that involve simple, single-point tasks are at high risk of being integrated into large companies' platforms, while those requiring complex processes serve as a natural barrier for application vendors [16][20]. - The quadrant analysis identifies four areas: "large company absorption zone," "fusion symbiosis zone," "process reshaping zone," and "moat zone," each with varying levels of risk and strategic implications for both large companies and application vendors [18][22]. Group 4: Strategies for Application Vendors - Application vendors must transition from being mere functionality providers to becoming injectors of industry-specific knowledge to survive in the face of large company encroachment [24]. - In the "fusion symbiosis zone," application vendors should position themselves as plugins within large companies' ecosystems to avoid direct competition and leverage shared resources [25]. - For applications in the "process reshaping zone," vendors should modularize their capabilities to facilitate integration with large companies' systems [26]. Group 5: Large Companies' Strategic Focus - Large companies are advised to adopt a self-developed strategy for applications in the "large company absorption zone," embedding capabilities directly into their models or platforms [28]. - In the "fusion symbiosis zone," large companies should focus on building ecosystems rather than developing specialized knowledge internally [29]. - The "moat zone" remains a challenging area for large companies, where they should focus on providing infrastructure support rather than competing directly with established application vendors [30].