Kuphulika kwa intaneti ya zinthu za Chip Racetrack
Chip ya intaneti ya zinthu yam'manja imatanthauza chip yolumikizirana yolumikizidwa pogwiritsa ntchito makina olumikizirana, omwe amagwiritsidwa ntchito kwambiri kusintha ndikusintha ma siginecha opanda zingwe. Ndi chip yofunika kwambiri.
Kutchuka kwa derali kunayamba kuchokera ku NB-iot. Mu 2016, pambuyo poti muyezo wa NB-iot watsekedwa, msika unayamba kukwera kwambiri. Kumbali imodzi, NB-iot inafotokoza masomphenya omwe angalumikize mabizinesi mabiliyoni ambiri olumikizana otsika mtengo, kumbali ina, kukhazikitsa muyezo wa ukadaulo uwu kunakhudzidwa kwambiri ndi Huawei ndi opanga ena am'nyumba, omwe ali ndi ufulu wodziyimira pawokha. Ndipo pamzere womwewo woyambira kunyumba ndi kunja, ndi mwayi wabwino kwambiri kuti ukadaulo wam'nyumba ugwirizane ndi opikisana nawo akunja, chifukwa chake, wathandizidwanso mwamphamvu ndi mfundoyi.
Motero, makampani ambiri oyambitsa ma chip m'nyumba nawonso akugwiritsa ntchito mwayi umenewu.
Pambuyo pa NB-iot, kuchuluka kwa ma chips a intaneti ya mafoni ndi ma chips a 5G. Kutchuka kwa 5G sikunatchulidwe pano. Komabe, poyerekeza ndi ma chips a NB-iot, kafukufuku ndi chitukuko cha ma chips othamanga kwambiri a 5G ndizovuta kwambiri, ndipo zofunikira pa luso ndi ndalama zogulira zimawonjezekanso kwambiri. Makampani ambiri ang'onoang'ono ndi apakatikati omwe akuyamba ntchito ya ma chips a mafoni akuyang'ana kwambiri pa ukadaulo wina, CAT.1.
Pambuyo pa zaka zingapo za kusintha kwa msika, msika unapeza kuti ngakhale NB-IoT ili ndi ubwino waukulu pakugwiritsa ntchito mphamvu ndi mtengo wake, ilinso ndi zopinga zambiri, makamaka pankhani ya kuyenda ndi ntchito zamawu, zomwe zimachepetsa ntchito zambiri. Chifukwa chake, pankhani yochotsa netiweki ya 2G, LTE-Cat.1, monga mtundu wotsika wa 4G, yagwiritsa ntchito mapulogalamu ambiri olumikizirana a 2G.
Pambuyo pa Cat.1, nchiyani chomwe chikubwera? Mwina ndi 5G Red-Cap, mwina ndi chip yochokera ku malo a 5G, mwina ndi china chake, koma chomwe chikutsimikizika ndichakuti kulumikizana kwa mafoni pakadali pano kuli pakati pa kuphulika kwa mbiri yakale, ndi ukadaulo watsopano womwe ukutuluka kuti ukwaniritse zosowa zosiyanasiyana za IoT.
Msika wa Cellular Internet of Things ukukula mofulumira
Malinga ndi zomwe tapeza posachedwapa pamsika:
Kutumizidwa kwa ma chips a NB-iot ku China kunapitirira 100 miliyoni mu 2021, ndipo njira yofunika kwambiri yogwiritsira ntchito ndi kuwerenga kwa mita. Kuyambira chaka chino, chifukwa cha kubwereranso kwa mliriwu, kutumiza zinthu zanzeru zogwiritsira ntchito NB-iot pamsika kwawonjezekanso, kufika pamlingo wa mamiliyoni khumi. Kuwonjezera pa "kukhala ndi moyo ndi kufa" ku China, osewera a NB-iot akukulirakuliranso mwachangu misika yakunja.
Mu chaka choyamba cha kufalikira kwa CAT. 1 mu 2020, kutumiza pamsika kunafika mamiliyoni makumi ambiri, ndipo mu 2021, kutumiza kunafika oposa 100 miliyoni. Popindula ndi gawo la nthawi ya kuchotsedwa kwa netiweki ya 2G, kulowa kwa CAT. 1 pamsika kunali kofulumira, koma atalowa mu 2022, kufunikira kwa msika kunachepa kwambiri.
Kuwonjezera pa mafoni a m'manja, ma PCS, mapiritsi ndi zinthu zina, kutumiza kwa CPE ndi zinthu zina ndizomwe zimapangitsa kuti kulumikizana kwa 5G kukhale kothamanga kwambiri.
Zachidziwikire, ponena za kukula kwake, chiwerengero cha zipangizo zama foni si chachikulu ngati chiwerengero cha zinthu zazing'ono zopanda zingwe monga Bluetooth ndi wifi, koma mtengo wake pamsika ndi wofunika kwambiri.
Pakadali pano, mtengo wa chip ya Bluetooth pamsika ndi wotsika mtengo kwambiri. Pakati pa chips zapakhomo, chip ya Bluetooth yotsika mtengo yomwe imagwiritsidwa ntchito kutumiza mawu ndi pafupifupi 1.3-1.5 yuan, pomwe mtengo wa chip ya BLE ndi pafupifupi 2 yuan.
Mtengo wa ma chips a m'manja ndi wokwera kwambiri. Pakadali pano, ma chips otsika mtengo a NB-iot amawononga pafupifupi $1-2, ndipo ma chips okwera mtengo kwambiri a 5G amawononga ndalama zitatu.
Kotero ngati kuchuluka kwa maulumikizidwe ku ma cellular iot chips kungayambe, mtengo wa msika ndi wofunika kuuyembekezera. Kuphatikiza apo, poyerekeza ndi Bluetooth, wifi ndi ukadaulo wina waung'ono wopanda zingwe, ma cellular iot chips ali ndi malire olowera komanso kuchuluka kwa msika.
Msika wa ma chips a intaneti ya zinthu zomwe zikuyenda bwino kwambiri
M'zaka zaposachedwapa, makampani opanga ma chip alandira chithandizo chosayerekezeka, ndipo chifukwa chake, makampani osiyanasiyana oyambira ayamba, monganso msika wamkati wa ma chip a pa intaneti ya zinthu zam'manja.
Kuwonjezera pa Haisi (yomwe idasweka pazifukwa zodziwika bwino), Unigroup tsopano ikukula kukhala gawo lapamwamba pamsika wa ma chip a mafoni am'deralo, ndi ma chip ake a 5G omwe ali kale pamsika wa mafoni am'manja. Mu msika wapadziko lonse wa ma chip a Internet of Things (IOT) module mu kotala loyamba la 2022, Unisplendour inali yachiwiri ndi gawo la 25% ndipo Oppland inali yachitatu ndi gawo la 7%, malinga ndi Counterpoint. Makampani osintha a core, core wing, Haisi ndi mabizinesi ena am'deralo nawonso ali pamndandanda. Unigroup ndi ASR pakadali pano ndi "duopoly" pamsika wa ma chip a CAT.1 am'deralo, koma mabizinesi ena angapo am'deralo akuchita zonse zomwe angathe kuti apange ma chip a CAT.1.
Mu msika wa NB-iot chip, umakhala wosangalatsa kwambiri, pali osewera ambiri a chip m'dziko muno monga Haisi, Unigroup, ASR, core wing, mobile core, Zhilian An, Huiting Technology, core image semiconductor, Nuoling, Wuai Yida, particle micro ndi zina zotero.
Ngati pali osewera ambiri pamsika, n'zosavuta kutaya. Choyamba, pali nkhondo yamitengo. Mtengo wa ma chips ndi ma module a NB-iot watsika kwambiri m'zaka zaposachedwa, zomwe zimapindulitsanso mabizinesi ogwiritsa ntchito. Kachiwiri, ndi kusintha kwa zinthu. Poyankha vutoli, opanga osiyanasiyana akuyesetsanso kupanga mpikisano wosiyana pamlingo wazinthu.
Nthawi yotumizira: Ogasiti-22-2022