Kuphulika kwa Ma Cellular Internet of Things Chip Racetrack
Chip cha intaneti cha zinthu chimatanthawuza chip cholumikizira cholumikizira chotengera makina onyamula, omwe amagwiritsidwa ntchito kwambiri kusinthira ndikutsitsa ma siginecha opanda zingwe.Ndi chip cholimba kwambiri.
Kutchuka kwa derali kunayambira ku NB-iot.Mu 2016, mulingo wa NB-iot utazizira, msika udayamba kukula kwambiri.Kumbali imodzi, NB-iot inalongosola masomphenya omwe angagwirizane ndi mabiliyoni ambiri a zochitika zochepetsera kugwirizana, kumbali ina, kukhazikitsidwa kwa teknolojiyi kunakhudzidwa kwambiri ndi Huawei ndi opanga ena apakhomo, omwe ali ndi digiri yapamwamba ya teknoloji. kudzilamulira.Ndipo pamzere womwewo woyambira kunyumba ndi kunja, ndi mwayi wabwino kwambiri kuti ukadaulo wapakhomo upeze opikisana nawo akunja, chifukwa chake, wathandizidwanso mwamphamvu ndi ndondomekoyi.
Chifukwa chake, oyambitsa ma chip cellular angapo amapezerapo mwayi pazomwe zikuchitika.
Pambuyo pa NB-iot, magalimoto otsatirawa pa intaneti ya zinthu zam'manja ndi tchipisi ta 5G.Kutchuka kwa 5G sikunatchulidwe apa.Komabe, poyerekeza ndi tchipisi ta NB-iot, kafukufuku ndi chitukuko cha tchipisi chothamanga kwambiri cha 5G ndizovuta kwambiri, ndipo zofunikira za matalente ndi ndalama zazikulu zimakulanso kwambiri.Ambiri ang'onoang'ono ndi apakatikati oyambitsa ma chip chip amayang'ana kwambiri ukadaulo wina, CAT.1.
Pambuyo pazaka zingapo zakusintha msika, msika udapeza kuti ngakhale NB-IoT ili ndi zabwino zambiri pakugwiritsa ntchito mphamvu komanso mtengo wake, imakhalanso ndi malire ambiri, makamaka pankhani ya kuyenda ndi mawu, zomwe zimachepetsa ntchito zambiri.Choncho, pokhudzana ndi kuchotsa kwa 2G network, LTE-Cat.1, monga 4G yochepa, yakhala ikuchita ntchito zambiri za 2G.
Pambuyo pa Mphaka.1, nchiyani chimatsatira?Mwina ndi 5G Red-Cap, mwina ndi chipangizo chochokera ku 5G, mwina ndichinthu china, koma chotsimikizika ndichakuti kulumikizana kwa ma cell kuli mkati mwa kuphulika kwa mbiri yakale, ndi matekinoloje atsopano omwe akubwera kuti akwaniritse mitundu yosiyanasiyana ya IoT. zosowa.
The Cellular Internet of Things Market ikukulanso mwachangu
Malinga ndi zomwe tapeza posachedwa pamsika:
Kutumizidwa kwa tchipisi ta NB-iot ku China kudapitilira 100 miliyoni mu 2021, ndipo chofunikira kwambiri ndikuwerenga mita.Kuyambira chaka chino, ndikuyambiranso kwa mliriwu, kutumizidwa kwa zida zamagetsi zamagetsi zozikidwa pa NB-iot pamsika zawonjezekanso, kufikira milingo khumi miliyoni.Kuphatikiza pa "kukhala ndi moyo" ku China, osewera apanyumba a NB-iot akukulanso mwachangu misika yakunja.
M'chaka choyamba cha kuphulika kwa CAT.1 mu 2020, zomwe zidatumizidwa pamsika zidafika mamiliyoni makumi ambiri, ndipo mu 2021, zotumizidwa zidafikira oposa 100 miliyoni.Kupindula ndi gawo logawika la 2G network kuchoka, kulowa kwa msika kwa CAT.1 inali yachangu, koma italowa mu 2022, kufunikira kwa msika kudatsika kwambiri.
Kuphatikiza pa mafoni a m'manja, ma PC, mapiritsi ndi zinthu zina, kutumiza kwa CPE ndi zinthu zina ndizo zikuluzikulu za kukula kwa 5G kugwirizana kwachangu.
Zoonadi, ponena za kukula kwake, chiwerengero cha zipangizo za iot zam'manja si zazikulu monga chiwerengero cha mankhwala opanda zingwe monga Bluetooth ndi wifi, koma mtengo wamsika ndi wofunikira.
Pakali pano, mtengo wa Bluetooth chip pamsika ndi wotsika mtengo kwambiri.Pakati pa tchipisi tapakhomo, chipangizo chotsika cha Bluetooth chomwe chimagwiritsidwa ntchito potumiza mawu ndi pafupifupi 1.3-1.5 yuan, pomwe mtengo wa BLE chip ndi pafupifupi 2 yuan.
Mtengo wa tchipisi ta m'manja ndi wokwera kwambiri.Pakadali pano, tchipisi chotsika mtengo cha NB-iot chimawononga pafupifupi $ 1-2, ndipo tchipisi chamtengo wapatali cha 5G chimawononga manambala atatu.
Chifukwa chake ngati kuchuluka kwa kulumikizana ndi tchipisi ta ma iot kumatha kutha, mtengo wamsika uyenera kuyembekezera.Kuphatikiza apo, poyerekeza ndi Bluetooth, wifi ndi matekinoloje ena ang'onoang'ono opanda zingwe, tchipisi tating'onoting'ono ta iot tili ndi malo olowera kwambiri komanso misika yayikulu.
Msika wakuchulukirachulukira wampikisano wapaintaneti wa Zinthu
M'zaka zaposachedwa, makampani opanga ma chip adalandira chithandizo chomwe sichinachitikepo, ndipo chifukwa chake, zoyambira zosiyanasiyana zayamba, monganso msika wapakhomo wama tchipisi a intaneti a Zinthu.
Kuphatikiza pa Haisi (yomwe idaphwanyidwa pazifukwa zodziwika bwino), Unigroup tsopano ikukula kukhala gawo lalikulu pamsika wapanyumba, wokhala ndi tchipisi ta 5G kale pamsika wam'manja.Pamsika wapadziko lonse wa Internet of Things (IOT) wa module chip mgawo loyamba la 2022, Unisplendour adakhala pachiwiri ndi 25% ndipo Oppland adakhala pachitatu ndi gawo la 7%, malinga ndi Counterpoint.Kusintha koyambira, mapiko oyambira, Haisi ndi mabizinesi ena apakhomo nawonso ali pamndandanda.Unigroup ndi ASR pakali pano ndi "duopoly" pamsika wapakhomo wa CAT.1, koma mabizinesi ena apakhomo angapo akuyesetsanso kupanga tchipisi ta CAT.1.
Mu msika wa NB-iot chip, ndi wokondwa kwambiri, pali osewera ambiri apakhomo monga Haisi, Unigroup, ASR, mapiko apakati, mafoni apakati, Zhilian An, Huiting Technology, core image semiconductor, Nuoling, Wuai Yida, tinthu tating'onoting'ono. ndi zina zotero.
Pakakhala osewera ambiri pamsika, ndizosavuta kutaya.Choyamba, pali nkhondo yamtengo wapatali.Mtengo wa tchipisi ndi ma module a NB-iot watsika kwambiri m'zaka zaposachedwa, zomwe zimapindulitsanso mabizinesi ogwiritsira ntchito.Kachiwiri, ndi homogenization wa mankhwala.Poyankha vutoli, opanga osiyanasiyana akuyeseranso kuti apange mpikisano wosiyana pa mlingo wa mankhwala.
Nthawi yotumiza: Aug-22-2022