2024年中国网络安全硬件设备发展洞察报告

Industry Overview - The overall scale of China's cybersecurity hardware equipment market is expected to reach 3.59 billion yuan in 2024, with dedicated cybersecurity hardware platforms accounting for 40% of the market [2] - In the dedicated cybersecurity hardware platform market, Luyan Technology holds a 22.3% market share, ranking first, while Taiwanese manufacturers still play a significant role [2] - In the domestic innovation (Xinchuang) segment, Luyan Technology leads with a 49.7% market share [2] Market Trends - The market is shifting from decentralized to centralized procurement, with leading suppliers benefiting from stronger supply chain support and higher product coverage [2] - Domestic hardware and software are maturing, transitioning from "usable" to "usable and reliable," becoming a major driver of future industry growth [2] - Dedicated cybersecurity hardware platforms are gradually replacing general-purpose cybersecurity hardware devices due to increasing demand for specialized solutions in complex network environments [2] Industry Structure - The cybersecurity hardware equipment industry is divided into upstream (electronic components), midstream (cybersecurity products), and downstream (end customers) [8] - Key upstream components include chips, memory, and network cards, while midstream products include firewalls, intrusion detection systems, and unified threat management platforms [8] - Downstream customers span industries such as government, finance, telecommunications, and energy [8] Market Segmentation - The market is divided into general-purpose and dedicated cybersecurity hardware platforms, with the latter offering higher customization and longer lifecycles [10] - Dedicated platforms are increasingly favored due to their ability to meet diverse and stringent security requirements [10] - The lifecycle of general-purpose hardware is shorter (1.5-3 years), while dedicated platforms can last 5-10 years due to deep integration with customer scenarios [10] Domestic Innovation (Xinchuang) Development - The domestic innovation (Xinchuang) market is growing, with domestic cybersecurity hardware platforms accounting for 30% of the dedicated hardware market and expected to increase further [2] - Domestic innovation products are transitioning from "usable" to "usable and reliable," driven by policy support and technological advancements [2] - Leading domestic manufacturers like Luyan Technology are dominating the Xinchuang market, with a 49.7% share [2] Competitive Landscape - The top five companies in the dedicated cybersecurity hardware platform market hold a combined market share of 56.8%, with Luyan Technology leading at 22.3% [37] - In the domestic innovation segment, the top three companies account for 66.4% of the market, with Luyan Technology maintaining a dominant position [39] - The market is expected to become more concentrated, with leading companies benefiting from stronger supply chain integration and broader product portfolios [37] Key Players - Luyan Technology: Focuses on integrating supply chain resources and strengthening ecosystem cooperation, with a strong presence in both general and domestic innovation markets [42][44] - Lihua Technology: Specializes in highly customized solutions for industries like cybersecurity, telecommunications, and edge computing [48] - Xinghan Network: Provides comprehensive solutions for cybersecurity, cloud interconnection, and IoT, leveraging AI for personalized services [50] - Hengwei Technology: A leader in network visualization and domestic innovation, combining AI and domestic technologies to create value [54] Future Trends - Enterprises are increasing cybersecurity spending to combat rising risks, with global security and risk management spending expected to reach $215 billion in 2024 [63] - Domestic innovation products are becoming more competitive, with performance improvements and cost advantages driving adoption [70] - The market is shifting towards centralized procurement, with leading suppliers offering comprehensive solutions and stronger supply chain support [68]