Analysis of the Development and Installed Capacity Growth Trend of Supcon Technology's UCS Edge Computing Module

Based on the information I have collected, I provide the following analysis on the installed capacity growth trend of Supcon Technology’s UCS edge computing module in the process industry:

Supcon Technology officially launched the

at its global new product launch conference in Singapore on June 5, 2024, with its first product named [1][2]. This is the world’s first product based on the universal control system technical architecture, with the following technical features:

• Software-defined
  : Achieves flexible on-demand control definition through software definition
• Full digitalization
  : Adopts all-optical industrial networks and APL technology to promote IP-based field devices
• Cloud-native
  : Built on NyxOS, a cloud operating system designed specifically for industrial real-time control

The UCS system achieves a revolutionary breakthrough over traditional DCS architectures:

• Space savings
  : 90% reduction in cabinet space
• Cost reduction
  : 80% decrease in cable costs
• Efficiency improvement
  : 50% shortening of project construction cycles
• Intelligent integration
  : Deeply integrates AI technology to enable data prediction and adaptive control

The UCS edge computing module has been applied in multiple major projects:

:

• A DCS system with up to 360,000 I/O points will be deployed across the entire plant
• A 15,000-point SIS system and a 10,000-point GDS system
• UCS products such as Nyx and SmartEIO will be widely applied
• Covers more than 30 units including a 3 million-ton/year catalytic cracking unit and a 1 million-ton/year gas fractionation unit, with a total of over 200,000 points[3]

:

• Chlor-alkali plants: Achieve abnormal prediction and early warning for all process parameters
• Thermal power plants: The system’s automatic control rate reaches over 95%
• Petrochemical plants: Nitrogen oxide content reduced by 5%, and coal consumption per ton of steam decreased by over 3.1%

Although specific statistical data on the installed capacity of the UCS module is currently unavailable in public information, its installed capacity is judged to be growing rapidly based on the following factors:

1. Market demand-driven
   : The digital transformation of the process industry is accelerating, leading to strong demand for edge computing
2. Leading technical advantages
   : As a world’s first-of-its-kind product, it has obvious generational technical advantages
3. Expanded application scenarios
   : It has been recognized in multiple industries such as chemical, petrochemical, and power
4. International expansion
   : Overseas business has performed impressively, entering a new development phase in the first half of 2024

According to data from industry research institutions, China’s edge computing market continues to grow, with a market size reaching tens of billions of yuan in 2023[4]. With the innovative application of its UCS products in the process industry, Supcon Technology is expected to achieve breakthroughs in the following aspects:

• Stock replacement
  : Replacing traditional DCS systems, with huge market space
• Incremental application
  : Wide application in new projects
• Overseas expansion
  : Cooperation with top global clients such as Saudi Aramco and Pertamina

As a revolutionary new product launched in 2024, Supcon Technology’s UCS edge computing module is currently in the market introduction phase, but its installed capacity is expected to grow rapidly in the coming years due to its technological innovation advantages and broad application value.

:

• UCS-related project order information disclosed in subsequent annual reports
• Changes in the application proportion of UCS products in major contracts
• Changes in industry market share data

For more detailed installed capacity data and in-depth analysis, it is recommended to:

1. Follow business updates in the company’s regular reports
2. Consult research reports from professional securities research institutions
3. Consider activating an in-depth research mode to obtain more detailed industry data

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[1] Supcon Technology 2024 Global New Product Launch Press Release (https://www.supcon.com/news/814.html)

[2] Guosen Securities - In-depth Research Report on Supcon Technology (http://pdf.dfcfw.com/pdf/H3_AP202412161641315058_1.pdf)

[3] Supcon Technology 2024 Annual Report Summary (https://pdf.dfcfw.com/pdf/H2_AN202503311649676977_1.pdf)

[4] China Edge Computing Market Development Report (https://www.huosanyun.com/wp-content/uploads/2024/08/7.png)