At a time when competition in the Internet industry is becoming more and more fierce, practitioners have lamented the serious “involution”. However, the industry reshuffle period often breeds new opportunities. This article provides an in-depth analysis of 6 major sectors and 28 subdivisions of the Internet industry in 2025, hoping to help everyone.
Recently, when I had dinner with friends who do the Internet, the first sentence I said was: “Are you still alive on the track?” ”
Indeed, from the optimization of large factories to the melee of AI large models, from the tightening of Web3.0 supervision to the ebb and flow of the metaverse bubble, this generation of Internet people is really “rolled” and frightened. But from another perspective, the more the industry reshuffle period, the more new opportunities are hidden – choosing the right subdivision track is more important than blind efforts.
As an old product dog that has been deeply involved in the industry for 5 years, today we will disassemble the 6 major sectors and 28 subdivisions of the Internet industry in 2025, with real cases and pitfall avoidance guides, to help you see the trend clearly and accurately card positions.
1. Infrastructure Madness: The technical base determines the height of the industry
Keywords: cloud-edge collaboration, AI native, blockchain compliance
This sector is like the “reinforced concrete” of the Internet world, seemingly low-key but supporting all upper-level applications.
- Cloud Computing + Edge Computing: Stop staring at Alibaba Cloud and Tencent Cloud, industrial edge computing is the hard bone. For example, Haier COSMOPlat installs edge computing boxes on factory equipment, processes sensor data in real time, responds to equipment failure warnings in milliseconds, and the digital transformation of traditional manufacturing industries is just needed, and the unit price of customers easily exceeds one million. Pitfalls: To B projects have a long payment cycle, and teams with manufacturing backgrounds are given priority (such as Sany Heavy Industry’s Root Internet).
- AI large model landing: Stop chasing general large models, fine-tuning models in vertical fields is king. Have you ever seen a large medical model made for a tertiary hospital? It can directly read CT slices and write diagnostic reports, with an accuracy rate of 95%+, and a medical AI company has exceeded 10 million in revenue in a single month. Opportunity points: legal document generation, industrial quality inspection reports, cross-border e-commerce customer service…… All scenarios that require professional knowledge are worth redoing with AI.
- Blockchain + Web3.0: Don’t touch currency issuance and NFT transactions in China, government blockchain is the right way. For example, Hangzhou uses blockchain to store electronic certificates, and people do not need to submit paper materials to do business, and government projects are stable and fast to collect payments.
2. Consumer Internet: The Law of Survival in the Red Sea of Traffic
Key words: emotional value, circle economy, cross-border arbitrage
B-end product manager’s ability model and learning improvement
The first challenge faced by B-end product managers is how to correctly analyze and diagnose business problems. This is also the most difficult part, product design knowledge is basically not helpful for this part of the work, if you want to do a good job in business analysis and diagnosis, you must have a solid …
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When users’ time is filled with short videos and live broadcasts, if they want to break through on the consumer Internet, they must learn to “accurately poke human nature”.
- New form of social networking: Acquaintance social networking is monopolized by WeChat? Try Interest Social 2.0. For example, “Super Touch Online Long”, focusing on metaverse virtual social networking, users can pinch their faces to create virtual humans, listen to concerts in virtual concert halls, go on blind dates in virtual cafes, and the new social favorites of the post-00s generation, with daily active activities exceeding one million. Gameplay upgrade: Combined with AIGC to automatically generate chat topics, it solves the pain point of “social fear is difficult to open”, and the user retention rate is increased by 30%.
- Content e-commerce evolution: Don’t stare at Douyin live streaming anymore, cross-border live streaming + local life is the new battlefield. To give a real case: a team sold small domestic household appliances on TikTok live broadcast, with an “overseas warehouse + local influencer” model, and the GMV of a single game exceeded one million US dollars; Another AR team that created a “virtual fitting room” modeled Shein’s 3D clothing, increasing the user try-on rate by 40% and reducing the return rate by 15%.
- Breaking the situation of local life: Meituan’s takeaway roll to the sky? Try refined operations in vertical fields. For example, the “Pet to Home Service” platform integrates services such as bathing, grooming, and dog walking, with a unit price of 200+ and a repurchase rate of 65%; There is also a “middle-aged and elderly social app”, which organizes square dance competitions, tour group buying, and advertising monetization + e-commerce delivery, and users are more willing to pay than young people.
3. Industrial Internet: to B is the real outlet
Key words: manufacturing digitalization, medical compliance, agricultural intelligence
to C to make traffic money, to B to make efficiency money, and the digitalization of traditional industries will enter the deep water area by 2025.
Intelligent manufacturing three-piece set:
- Digital twin: Siemens does virtual mapping of the factory, and engineers can simulate production line commissioning on the computer, saving 90% of trial and error costs.
- Industrial robot: An automobile factory uses a collaborative robot to screw screws, with an accuracy of 0.01mm, and 24 hours of uninterrupted operation;
- Supply chain collaboration platform: JD Logistics provides intelligent warehousing planning for small and medium-sized businesses, and the inventory turnover rate is increased by 50%. Suggestions for entering the industry: Give priority to learning industrial software operations (such as PLC programming), which is more popular than just writing code.
Medical technology compliance: online consultation supervision is becoming stricter? Try the healthcare SaaS + hardware combo. For example, a company makes a “smart blood pressure monitor + health management app”, which directly synchronizes user data to community hospitals to help doctors manage chronic diseases, and relies on medical insurance payment shares to achieve profits, which has covered 2,000 community clinics.
Smart agriculture landing: Don’t think that farming is very soily, XAG Technology’s drone plant protection team can spray 3,000 acres of land a day, and use RTK centimeter-level positioning to achieve “pesticides are not spilled”; Pinduoduo’s “Duoduo Farm” uses blockchain traceability to mark agricultural products, with a premium rate of up to 30%, which is suitable for young people returning to their hometowns to start businesses.
4. Future technology: If you bet right, you will be the next outlet
Keywords: metaverse infrastructure, low-altitude economy, carbon neutrality technology
These areas look like pie now, but in 5 years they could disrupt the industry.
1) Three elements of metaverse infrastructure:
- Virtual human production: Use AIGC to generate a tens of millions of virtual human pools, and a company will be a virtual anchor for the brand, which is 80% lower than the real person, and the 24-hour live broadcast will not be tiring.
- Spatial computing: Developers in Apple’s Vision Pro ecosystem have made a “virtual try-on glasses” application, with more than one million downloads;
- Digital asset trading: NFTs cannot be speculated in China for the time being, but “game prop confirmation” is the compliance direction, and a game company uses blockchain for equipment transactions, accounting for 20% of the handling fee income.
2) Low-altitude economic takeoff: DJI drones are already pediatric, and now manned-class eVTOL (electric vertical take-off and landing vehicle) is popular. EHang’s autonomous manned aircraft has opened a sightseeing route in Guangzhou, with a fare of 888 yuan / person, and is fully booked on weekends; The supporting “low-altitude logistics network” is more noteworthy, and SF Express is testing drones to deliver express delivery to mountainous areas, with a one-way cost 60% lower than traditional logistics.
3) Monetization of carbon neutrality technology: Envision Technology’s “Ark System” helps enterprises calculate their carbon footprint and buy carbon credits, and the carbon trading income of a steel plant exceeds 10 million after it is used. Personal carbon accounts are also a new direction, and an app monetizes brand advertising after recording users’ green travel data, redeeming goods or carbon inclusive rights, and the number of users exceeds 100 million.
5. Enterprise services: How to make money to B?
Keywords: SaaS verticalization, marketing automation, data security
Stop doing general-purpose SaaS, “scalpel-level” tools in vertical industries are valuable.
- Industry-customized SaaS: Weimob, which does catering SaaS, has been out, and now the popular baking industry-exclusive SaaS – can automatically calculate the water absorption rate of flour, monitor the oven temperature curve, and predict the sales of popular bread.
- Marketing Tech Upgrade: Traditional SEM delivery is too extensive, try AI marketing automation. A cross-border e-commerce company used Google Ads+AI algorithm to automatically optimize keyword bidding, increasing ROI by 220%. There is also a combination of “private domain SCRM+AIGC”, which automatically sends personalized content to customers’ circle of friends, increasing the conversion rate by 40%.
- Data security needs: After the introduction of the Data Security Law 2.0, data compliance services for small and medium-sized enterprises have become a blue ocean. A company helps e-commerce companies do data classification and grading, encrypted storage, charging 5-100,000 yuan per order, and has served more than 300 customers, which is faster than making money through ordinary network security services.
6. Pitfall avoidance guide: Be careful when entering these tracks!
- General tool apps: Calculators, perpetual calendars, etc., no matter how large the number of users is, it is difficult to monetize, unless it can achieve the top 3 in the industry (for example, Ink Weather relies on advertising to earn 1 billion yuan a year).
- Unlicensed financial business: virtual currency trading, P2P lending, extremely high policy risk, a blockchain company was investigated for issuing coins, and the founder went directly in.
- Pure concept hype projects: For example, “metaverse real estate”, which buys virtual land but cannot be applied, 90% of the projects end up becoming air coin sickles.
- Red Sea competition field: community group buying (Meituan Preferred, Duoduo Grocery has been monopolized), shared power bank (street electricity, monster charging market share exceeds 90%), newcomers are cannon fodder.
Finally, I would like to say:
The Internet industry has never been “a red ocean”, but “an ocean composed of countless blue oceans”.
- If you are a job seeker, it is recommended to choose a cross-border team of “traditional industry + Internet” (such as automotive intelligent cockpit, medical AI), which has both industry barriers and room for growth;
- If you are an entrepreneur, remember “small incisions, deep roots” – don’t think about subverting the industry, first solve the pain points of a specific scenario (such as making an appointment system for nail salons and e-commerce for fishing gear for fishermen);
- If you are an investor, pay attention to areas with high “policy dividends + technology maturity”, such as carbon neutrality technology (strong policy support) and low-altitude economy (gradually liberalization of airworthiness certificates).
There is never a shortage of opportunities in this era, but the ability to “see through the essence”. I hope this analysis can help you clear the fog of the industry and find your own track.
