Investment Rating - The report does not explicitly provide an investment rating for the software industry Core Insights - The software industry is crucial for the development of a strong manufacturing and digital economy in China, with a focus on cultivating high-quality talent to support innovation and growth [3][10] - The report predicts a significant demand for talent in the key software sector, with an estimated shortfall of 508,400 professionals by 2030 [77] - The software industry in China has maintained a double-digit growth rate, with software business revenue reaching 12.4 trillion yuan in 2023, a year-on-year increase of 14.7% [18][19] Summary by Sections Section 1: Key Software Concepts - Key software includes critical foundational software, large industrial software, industry application software, new platform software, and embedded software [11] Section 2: Industry Development Status - The global IT industry is steadily growing, with enterprise software surpassing hardware for the first time in 2022, reaching a size of 1.04 trillion USD in 2023, growing at a rate of 12.6% [13] - China's software industry has seen an average annual growth rate of 27.05% since 2001, with key software contributing significantly to the overall software revenue [18] Section 3: Talent Development Status - The software industry workforce has grown from 6.775 million to 7.594 million over the past five years, but R&D personnel saw a decline of 1.74% in 2023 [22] - The average output per person in the software industry reached 1.628 million yuan in 2023, with a notable slowdown in salary growth [27] - The educational background of software professionals shows a stable distribution, with bachelor's degrees making up 65.15% of the workforce [30] Section 4: Talent Forecast Analysis - The report forecasts that the key software sector will reach a scale of 6.4 trillion yuan by 2030, with a projected talent demand of 3.0808 million professionals [69][75] - The demand for talent in specific segments such as embedded software and industry application software is expected to be significant, with 23.75% and 34.43% of the total demand respectively [79] Section 5: Main Issues and Causes - There are significant gaps in resource allocation for software-related academic programs, leading to a shortage of qualified professionals [80] - The collaboration between enterprises and educational institutions is often hindered by unclear benefits and a lack of long-term commitment [83] Section 6: Recommendations - The report suggests enhancing government support for collaborative education initiatives and increasing investment in software talent development [84] - It recommends that enterprises establish effective long-term cooperation mechanisms with educational institutions to better align talent training with industry needs [86]
信息化与软件产业研究2024年第4期（总88期）：关键软件领域产业人才需求预测报告（2024年度）
Sai Di·2025-02-05 05:35