Pahū ana i ka pūnaewele puni honua o nā mea Chip Racetrack
ʻO ka puʻupuʻu pūnaewele pūnaewele o nā mea e pili ana i ka puʻupuʻu pili kamaʻilio e pili ana i ka ʻōnaehana network carrier, i hoʻohana nui ʻia e hoʻololi a demodulate i nā hōʻailona uila. He puʻupuʻu koʻikoʻi.
Ua hoʻomaka ka kaulana o kēia kaapuni mai NB-iot. I ka makahiki 2016, ma hope o ka maloʻo ʻana o ka NB-iot standard, ua hoʻomaka ka mākeke i kahi boom i ʻike 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 haʻahaʻa, ma ka ʻaoʻao ʻē aʻe, ʻo ka hoʻonohonoho maʻamau o kēia ʻenehana i hoʻopili nui ʻia e Huawei a me nā mea hana hale ʻē aʻe, me kahi kiʻekiʻe kiʻekiʻe. kūʻokoʻa. A ma ka laina hoʻomaka like ma ka home a ma waho, he manawa kūpono loa ia no ka ʻenehana kūloko e hopu i nā mea hoʻokūkū haole, no laila, ua kākoʻo ikaika ʻia e ke kulekele.
No laila, hoʻohana ka nui o nā hoʻomaka cellular chip home i ke ʻano.
Ma hope o NB-iot, ʻo ka huakaʻi aʻe o ka pūnaewele kelepona o nā mea chips he 5G chips. ʻAʻole i ʻōlelo ʻia ka kaulana o 5G ma aneʻi. Eia nō naʻe, ke hoʻohālikelike ʻia me nā chips NB-iot, ʻoi aku ka paʻakikī o ka noiʻi a me ka hoʻomohala ʻana i nā chips kiʻekiʻe kiʻekiʻe 5G, a ʻoi aku ka nui o nā koi no nā talena a me ka hoʻopukapuka kālā. Nui nā mea liʻiliʻi liʻiliʻi liʻiliʻi a me ka nui o nā puʻupuʻu kelepona i hoʻomaka i ka ʻenehana ʻē aʻe, CAT.1.
Ma hope o kekahi mau makahiki o ka hoʻoponopono ʻana i ka mākeke, ʻike ka mākeke ʻoiai ʻo NB-IoT he mau mea maikaʻi loa i ka hoʻohana ʻana i ka mana a me ke kumukūʻai, he nui nō hoʻi nā palena, ʻoi aku ka nui o ka neʻe ʻana a me nā hana leo, e kaupalena ana i nā noi he nui. No laila, ma ke ʻano o ka wehe ʻana o ka pūnaewele 2G, LTE-Cat.1, ma ke ʻano he haʻahaʻa haʻahaʻa o 4G, ua hana i ka 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, he 5G paha ia e pili ana i ka wahi, malia paha he mea ʻē aʻe, akā ʻo ka mea maopopo ʻo ka pili pūnaewele i kēia manawa i waena o kahi pahū mōʻaukala, me nā ʻenehana hou e kū mai ana e hālāwai me nā ʻano like ʻole o IoT. pono.
Ke ulu wikiwiki nei ka Cellular Internet of Things Market
Wahi a kā mākou ʻike mākeke hou loa:
ʻO ka hoʻouna ʻana i nā ʻāpana NB-iot ma Kina ua ʻoi aku ma mua o 100 miliona ma 2021, a ʻo ka hiʻohiʻona noi nui loa ʻo ia ka heluhelu mika. Mai kēia makahiki, me ka hoʻi hou ʻana o ka maʻi maʻi, ua hoʻonui ʻia 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 kahi o ka "ola a make" ma Kina, ke hoʻonui wikiwiki nei nā mea pāʻani NB-iot home i nā mākeke o waho.
I ka makahiki mua o ka puka ʻana o CAT. 1 i 2020, ua hōʻea ka moku kūʻai aku i ʻumi miliona, a ma 2021, ua hōʻea ka hoʻouna ʻana ma mua o 100 miliona. Loaʻa ka pōmaikaʻi mai ka manawa o ka wehe ʻana o ka pūnaewele 2G, ke komo ʻana o ka mākeke o CAT. 1 wikiwiki, akā ma hope o ke komo ʻana i 2022, ua lohi nui ka mākeke.
Ma waho aʻe o nā kelepona paʻalima, PCS, 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 kiʻekiʻe 5G.
ʻOiaʻiʻo, ma ke ʻano o ka nui, ʻaʻole i like ka nui o nā mea cellular iot e like me ka nui o nā huahana uila liʻiliʻi e like me Bluetooth a me wifi, akā he mea nui ka mākeke.
I kēia manawa, ʻoi aku ka liʻiliʻi o ke kumukūʻai o ka chip Bluetooth ma ka mākeke. Ma waena o nā chips home, ʻo ka chip Bluetooth haʻahaʻa haʻahaʻa i hoʻohana ʻia e hoʻouna i ka leo ma kahi o 1.3-1.5 yuan, aʻo ke kumukūʻai o ka chip BLE ma kahi o 2 yuan.
ʻOi aku ka kiʻekiʻe o ke kumukūʻai o nā ʻāpana kelepona. I kēia manawa, ʻoi aku ka liʻiliʻi loa o nā chips NB-iot ma kahi o $1-2, a ʻo nā chips 5G ʻoi loa ke kumu kūʻai ʻekolu mau helu.
No laila, inā hiki ke hoʻokuʻu ʻia ka helu o nā pili i ka cellular iot chips, pono ke nānā mua i ka waiwai o ka mākeke. Eia kekahi, ke hoʻohālikelike ʻia me Bluetooth, wifi a me nā ʻenehana uila liʻiliʻi ʻē aʻe, ʻoi aku ka kiʻekiʻe o nā pahu iot cellular i ka paepae komo kiʻekiʻe a me ka ʻike kiʻekiʻe o ka mākeke.
ʻO ka mākeke paʻakikī o ka pūnaewele kelepona o Things chip
I nā makahiki i hala iho nei, ua loaʻa i ka ʻoihana chip ke kākoʻo like ʻole, a ma muli o ka hopena, ua ulu aʻe nā ʻano hoʻomaka like ʻole, e like me ka mākeke kūloko no ka pūnaewele pūnaewele o Things chips.
Ma waho aʻe o Haisi (i ʻoki ʻia no nā kumu kaulana), ke ulu nei ʻo Unigroup i ka pae kiʻekiʻe o ka mākeke chip cellular home, me kāna mau pahu 5G i ka mākeke kelepona paʻalima. I ka honua pūnaewele puni honua o nā mea (IOT) module chip market i ka hapaha mua o 2022, ua helu ʻo Unisplendor i ka lua me ka 25% kahele a ʻo Oppland i ke kolu o ka hapa 7%, e like me ka Counterpoint. ʻO ka hoʻololi ʻana i ke kumu, ka ʻēheu kumu, Haisi a me nā ʻoihana ʻē aʻe ma ka papa inoa. ʻO Unigroup a me ASR ka "duopoly" i kēia manawa ma ka mākeke chip CAT.1 kūloko, akā ke hana nei kekahi mau ʻoihana kūloko i kā lākou maikaʻi loa e hoʻomohala i nā chips CAT.1.
I ka mākeke chip NB-iot, ʻoi aku ka ola, nui nā mea pāʻani chip home e like me Haisi, Unigroup, ASR, ʻēheu kumu, kelepona paʻa, Zhilian An, Huiting Technology, semiconductor kiʻi kumu, Nuoling, Wuai Yida, particle micro a pela aku.
Ke nui nā mea pāʻani ma ka mākeke, maʻalahi ka nalowale. ʻO ka mea mua, aia ke kaua kumukūʻai. Ua hāʻule nui ke kumukūʻai o nā chips NB-iot a me nā modula i nā makahiki i hala iho nei, e pōmaikaʻi ana i 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