Ka Pahū ʻana o ka Pūnaewele Kelepona o nā Mea Chip Racetrack
ʻO ka chip Pūnaewele o nā Mea kelepona e pili ana i ka chip pili kamaʻilio e pili ana i ka ʻōnaehana pūnaewele lawe, ka mea i hoʻohana nui ʻia e hoʻololi a hoʻololi i nā hōʻailona uea ʻole. He chip koʻikoʻi loa ia.
Ua hoʻomaka ke kaulana o kēia kaapuni mai NB-iot. I ka makahiki 2016, ma hope o ka hoʻopaʻa ʻia ʻana o ke kūlana NB-iot, ua hoʻomaka ka mākeke i kahi ulu nui i manaʻo ʻole ʻia. Ma kekahi ʻaoʻao, ua wehewehe ʻo NB-iot i kahi hihiʻo e hiki ke hoʻopili i nā ʻumi piliona o nā hiʻohiʻona pili haʻahaʻa, ma ka ʻaoʻao ʻē aʻe, ua pili nui ʻo Huawei a me nā mea hana kūloko ʻē aʻe i ke kūlana kūʻokoʻa. A ma ka laina hoʻomaka like ma ka home a ma waho, he manawa kūpono loa ia no ka ʻenehana kūloko e hopu ai i nā mea hoʻokūkū haole, no laila, ua kākoʻo ikaika ʻia e ke kulekele.
No laila, ua hoʻohana pū kekahi mau hoʻomaka ʻana o nā ʻāpana kelepona kūloko i kēia ʻano.
Ma hope o NB-iot, ʻo ke kaʻa aʻe o nā ʻāpana Pūnaewele o nā mea kelepona ʻo ia nā ʻāpana 5G. ʻAʻole i ʻōlelo ʻia ke kaulana o 5G ma ʻaneʻi. Eia nō naʻe, i ka hoʻohālikelike ʻia me nā ʻāpana NB-iot, ʻoi aku ka paʻakikī o ka noiʻi a me ka hoʻomohala ʻana i nā ʻāpana wikiwiki 5G, a piʻi nui nā koi no nā talena a me ke kapikala. Ua kālele ka nui o nā hoʻomaka ʻana o nā ʻāpana kelepona liʻiliʻi a me waena i kahi ʻenehana ʻē aʻe, ʻo CAT.1.
Ma hope o kekahi mau makahiki o ka hoʻoponopono ʻana i ka mākeke, ua ʻike ka mākeke ʻoiai he mau pono nui ko NB-IoT i ka hoʻohana ʻana i ka mana a me ke kumukūʻai, he nui nō hoʻi nā palena, ʻoiai ma ke ʻano o ka neʻe ʻana a me nā hana leo, ka mea e kaupalena ai i nā noi he nui. No laila, ma ke ʻano o ka haʻalele ʻana o ka pūnaewele 2G, ʻo LTE-Cat.1, ma ke ʻano he mana haʻahaʻa o 4G, ua hana i kahi nui o nā noi pili 2G.
Ma hope o Cat.1, he aha ka mea e hiki mai ana? Malia paha he 5G Red-Cap, malia paha he chip e pili ana i ka wahi 5G, malia paha he mea ʻē aʻe, akā ʻo ka mea maopopo, aia ka pilina kelepona i waenakonu o kahi pahū mōʻaukala, me nā ʻenehana hou e puka mai ana e hoʻokō i nā ʻano pono like ʻole o ka IoT.
Ke ulu wikiwiki nei hoʻi ka mākeke pūnaewele kelepona o nā mea
Wahi a kā mākou ʻike mākeke hou loa i loaʻa:
Ua ʻoi aku ka nui o ka hoʻouna ʻana o nā ʻāpana NB-iot ma Kina ma mua o 100 miliona i ka makahiki 2021, a ʻo ke ʻano noi nui loa, ʻo ia ka heluhelu mika. Mai kēia makahiki, me ka hoʻi hou ʻana o ke ahulau, ua piʻi pū ka hoʻouna ʻana o nā huahana sensor puka akamai e pili ana i ka NB-iot ma ka mākeke, a hiki i ka ʻumi miliona mau pae. Ma waho aʻe o ka "ola a make" ma Kina, ke hoʻonui wikiwiki nei nā mea pāʻani NB-iot kūloko i nā mākeke ma waho.
I ka makahiki mua o ka hoʻomaka ʻana o ka maʻi CAT.1 i ka makahiki 2020, ua hōʻea ka hoʻouna ʻana o ka mākeke i nā ʻumi miliona, a i ka makahiki 2021, ua hōʻea ka hoʻouna ʻana ma mua o 100 miliona. Ma muli o ka pōmaikaʻi mai ka mahele o ka wā o ka haʻalele ʻana o ka pūnaewele 2G, ua wikiwiki ka komo ʻana o CAT.1 i ka mākeke, akā ma hope o ke komo ʻana i ka makahiki 2022, ua lohi nui ke koi o ka mākeke.
Ma waho aʻe o nā kelepona paʻalima, nā PCS, nā papa a me nā huahana ʻē aʻe, ʻo ka hoʻouna ʻana o CPE a me nā huahana ʻē aʻe nā wahi ulu nui o ka pilina wikiwiki 5G.
ʻOiaʻiʻo, ma ke ʻano o ka nui, ʻaʻole like ka nui o nā polokalamu kelepona iot me ka nui o nā huahana uea ʻole liʻiliʻi e like me Bluetooth a me wifi, akā he koʻikoʻi ke kumukūʻai mākeke.
I kēia manawa, ua haʻahaʻa loa ke kumukūʻai o ka chip Bluetooth ma ka mākeke. Ma waena o nā chips kūloko, ʻo ka chip Bluetooth haʻahaʻa i hoʻohana ʻia no ka hoʻouna ʻana i nā leo ma kahi o 1.3-1.5 yuan, ʻoiai ʻo ke kumukūʻai o ka chip BLE ma kahi o 2 yuan.
ʻOi aku ke kiʻekiʻe o ke kumukūʻai o nā ʻāpana kelepona. I kēia manawa, ʻo ke kumukūʻai o nā ʻāpana NB-iot haʻahaʻa loa ma kahi o $1-2, a ʻo ke kumukūʻai o nā ʻāpana 5G pipiʻi loa he ʻekolu helu.
No laila, inā hiki i ka nui o nā pilina i nā ʻāpana io kelepona ke piʻi aʻe, pono ke kakali i ka waiwai o ka mākeke. Eia kekahi, i hoʻohālikelike ʻia me Bluetooth, wifi a me nā ʻenehana uila liʻiliʻi ʻē aʻe, ʻoi aku ka kiʻekiʻe o ka paepae komo ʻana o nā ʻāpana io kelepona a me ka nui o ka mākeke.
ʻO ka mākeke chip Pūnaewele Pūnaewele o nā Mea kelepona e hoʻokūkū nui nei
I nā makahiki i hala iho nei, ua loaʻa i ka ʻoihana chip ke kākoʻo i manaʻo ʻole ʻia, a ma muli o ia mea, ua kupu mai nā ʻoihana hoʻomaka like ʻole, e like me ka mākeke kūloko no nā chips pūnaewele Pūnaewele o nā Mea.
Ma waho aʻe o Haisi (ka mea i hoʻopau ʻia no nā kumu i ʻike nui ʻia), ke ulu nei ʻo Unigroup i ka pae kiʻekiʻe o ka mākeke chip kelepona kūloko, me kāna mau chips 5G i loko o ka mākeke kelepona paʻalima. Ma ka mākeke chip module Internet of Things (IOT) kelepona honua i ka hapaha mua o 2022, ua helu ʻo Unisplendour i ka lua me ka 25% mahele a ʻo Oppland i ke kolu me ka 7% mahele, e like me Counterpoint. Aia pū kekahi ʻo Shifting core, core wing, Haisi a me nā ʻoihana kūloko ʻē aʻe ma ka papa inoa. ʻO Unigroup lāua ʻo ASR i kēia manawa ka "duopoly" ma ka mākeke chip CAT.1 kūloko, akā ke hana nei kekahi mau ʻoihana kūloko ʻē aʻe i kā lākou mea maikaʻi loa e hoʻomohala i nā chips CAT.1.
Ma ka mākeke chip NB-iot, ʻoi aku ka olaola, he nui nā mea pāʻani chip kūloko e like me Haisi, Unigroup, ASR, core wing, mobile core, Zhilian An, Huiting Technology, core image semiconductor, Nuoling, Wuai Yida, particle micro a pēlā aku.
Ke nui aku nā mea pāʻani ma ka mākeke, he mea maʻalahi ke nalowale. ʻO ka mea mua, aia ke kaua kumukūʻai. Ua hāʻule nui ke kumukūʻai o nā ʻāpana NB-iot a me nā modula i nā makahiki i hala iho nei, kahi e pōmaikaʻi ai nā ʻoihana noi. ʻO ka lua, ʻo ia ka homogenization o nā huahana. I ka pane ʻana i kēia pilikia, ke hoʻāʻo nei nā mea hana like ʻole e hana i ka hoʻokūkū ʻokoʻa ma ka pae huahana.
Ka manawa hoʻouna: ʻAukake-22-2022