艾瑞咨询·2025-05-17 05:34Core Viewpoint - The report emphasizes the growing importance of "threat intelligence" in the context of increasing cybersecurity threats, shifting from passive to proactive security strategies [1][2][3] Market Overview - The report provides a comprehensive analysis of the current state of the threat intelligence market in China, including market size, key players, and future trends [1][2][37] - It highlights the significant growth in cyber threats, with a 76% increase in the number of victims of large-scale ransomware attacks and a 102% increase in attack frequency in certain industries [3][6] Development Insights - Future trends in the threat intelligence industry are explored, focusing on three main areas: international expansion of intelligence, AI large models, and vulnerability intelligence [2][70][74] - The report discusses the evolution of threat intelligence in compliance, technology, and application, indicating potential market opportunities [2] Background on Cyber Threats - The global landscape of cyber threats is characterized by an increase in both the number of attackers and the frequency of attacks, with significant impacts on various industries [3][6][11] - The digital transformation of enterprises is expanding their exposure to cyber threats, necessitating more comprehensive and timely protective measures [6][11] Threat Intelligence Definition and Value - Threat intelligence is defined as a high-level capability that enhances the proactive and timely defense of security products, allowing for real-time collection and analysis of global threat information [16][19][22] - The value of threat intelligence lies in its ability to improve proactive defense capabilities and enhance overall security operations for enterprises [22] Comparison of Domestic and International Development - The development trajectory of the threat intelligence industry in China is similar to that of overseas markets, but it lags in speed and maturity due to a later start [24] - Differences in security needs have led to variations in the integration of threat intelligence products between domestic and international markets [24] Business Models in China's Threat Intelligence Industry - The market primarily utilizes two approaches: direct application and consumption of threat intelligence data and platforms, and integration with security monitoring and response products [27] - The report outlines three types of pure intelligence products and various integration methods that form comprehensive products [27] Product Capabilities and Competitiveness - Key product capability indicators include accuracy, richness, and timeliness, while vendor competitiveness is driven by data and technology [30] - The ability to collect and analyze security big data is identified as a core competitive advantage for companies in the threat intelligence sector [30] Characteristics of Major Vendors - Major vendors in the threat intelligence space are differentiated by their foundational data, service experience, and business characteristics, leading to unique product capabilities [33] - The report provides a comparative analysis of five major vendors, highlighting their strengths and market positions [35] Market Size and Growth - The threat intelligence market in China experienced a short-term decline due to the pandemic, with a projected market size of 1.61 billion yuan in 2024, reflecting a slight decrease from 2023 [37][38] - The report anticipates a steady growth phase for the industry, driven by increasing security demands and product integration [38][41] Competitive Landscape - The market is characterized as low-concentration and oligopolistic, with leading firms like 微步在线, 腾讯安全, and 奇安信 establishing competitive advantages through differentiated capabilities [41] - The integration of new technologies such as AI and big data into threat intelligence is expected to drive competition and innovation in the industry [41] Vendor Solutions - Major vendors like 微步在线, 奇安信, and 腾讯安全 offer comprehensive threat intelligence solutions, leveraging advanced technologies to enhance security measures [45][58] - These solutions include various products and services aimed at improving threat detection, response, and overall security posture for enterprises [48][55][61]