The urgent task for the development of the Internet of things is to connect the Internet first and then talk about value-added applications.
1、 The giant enters the game, deeds speak louder than words
Intel:In 2014, the micro system chip of Edison wearable and IOT devices was released. In 2015, the Curie chip was launched, which integrates low-power Bluetooth communication energy and motion sensor;
Google:Put forward the project IOT Internet of things plan, and released the Brillo Internet of things underlying operating system in 2015. The system originates from Android and supports intelligent hardware of arm, x86 and MIPS architecture;
Cisco:In 2016, it spent US $1.4 billion to acquire all the shares of jasper and improve the IOT ecosystem;
Softbank:It is proposed to acquire arm, a chip patent licensing giant, with a total of US $31 billion, and card the IOT chip end;
Huawei:Promote the formulation of Nb IOT standards; Successively released the IOT operating system liteos and Nb IOT end-to-end solutions, proposed the "1 2 1" strategy, and worked hard to build the oceanconnect ecosystem;
Baidu:In 2015, baidu IOT was released to jointly promote the development of animal networks with arm, MTK, Ti and Ketong core city;
Alibaba:In 2016, it released the overall strategy of the Internet of things, and gathered its Alibaba cloud, Alibaba intelligence and yunos to jointly create a service platform for the era of the Internet of things; In 2014, it also jointly released the Internet of things operating system mico with Qingke;
Tencent:In 2014, the "QQ IOT intelligent hardware open platform" was launched to provide core capabilities such as QQ account system, chain closure and QQ message channel to partners in the fields of wearable devices, smart homes, smart vehicles and traditional hardware, so as to realize the interconnection and interaction between users and devices and between devices;
China Mobile:Establish Internet of things companies and Internet of vehicles companies, build Internet of things special networks, provide special numbers, build Internet of things equipment access management platforms and Internet of things application development platforms, and vigorously promote the Internet of animals business exhibition.
2、 The IOT industry chain includes eight links:
Chip supplier, sensor supplier, wireless module (including antenna) manufacturer, network operator (including SIM card manufacturer), platform service provider, system and software developer, intelligent hardware manufacturer, system integration and application service provider.
3、 The eight links of the IOT supply chain are as follows:
1. IOT chip supplier
The chip is the "brain" of the Internet of things. The semiconductor chip with low power consumption and high reliability is one of the essential components in almost all links of the Internet of things. According to the different functions of the chips, the chips required in the IOT industry include not only the chips integrated in sensors and wireless modules to achieve specific functions, but also the system chips embedded in terminal devices to provide "brain" functions - embedded microprocessors, generally in the form of MCU / SOC.
Traditional international semi giants, such as arm, Intel, Qualcomm, MediaTek, Freescale, Texas Instruments, STMicroelectronics, etc. The main domestic manufacturers include Huawei Hisense, Spreadtrum, Beijing Junzheng, Quanzhi technology, Beidou star, Tongfu wechat, Huatian technology, Liyuan information, Runxin technology, etc.
Domestically, some manufacturers start their products from specific subdivisions. At home, some manufacturers start with specific subdivisions, including chip design, manufacturing, sealing and testing, and gradually narrow the technological gap with foreign manufacturers.
2. Sensor suppliers: shaping the "five features" of the Internet of things
The sensor is the "five senses" of the Internet of things. In essence, it is a detection device. It is a device used to collect various kinds of information and convert it into specific signals. It can collect information such as identity, movement status, geographical position, posture, pressure, temperature, humidity, light, sound, smell, etc. Sensors in the broad sense include sensitive components in the traditional sense, RFID, bar code, bar code, two-dimensional code, radar, camera, card reader, infrared sensor, etc.
Sensors commonly used in engineering can be divided into physical sensors, chemical sensors and biological sensors. According to the basic functions of the sensor, it can be divided into ten kinds: thermal sensor, photosensitive sensor, gas sensor, force sensor, magnetic sensor, humidity sensor, sound sensor, radiation sensor, color sensor and taste sensor.
The sensor industry has a long history. At present, it is dominated by several leading companies in the United States, Japan and Germany, such as Bosch, STMicroelectronics, Texas Instruments, Honeywell, Freescale, Infineon, Philips and Lou's electronics.
About 70% of the sensor market in China is occupied by foreign-funded enterprises, and the market share of domestic enterprises is small. The representative enterprises include Hanwei electronics, goer, Gaode infrared, Naiwei technology, Huagong technology, yuanwanggu, etc.
3. Wireless module manufacturers: the "key" to realize networking and positioning
Wireless module is the key equipment of Internet of things access network and positioning. Wireless modules can be divided into communication modules and positioning modules. Common LAN technologies include WiFi, Bluetooth, ZigBee, etc. common WAN technologies mainly include 2 / 3 / 4G, Nb IOT and Lora, sigfox and other technologies working in the authorized frequency band. Different communication correspondences and different communication modules. NB IOT, Lora and sigfox belong to low-power wide area network (lpwa) technology. They have the characteristics of wide coverage, low cost and low power consumption. They are specially developed for the application scenarios of the Internet of things.
In addition, we believe that in a broad sense, smart terminal antennas, including mobile terminal antennas and GNSS positioning antennas, are also related to wireless modules. At present, in terms of wireless modules, foreign enterprises still occupy a leading position, including telit and Sierra wireless. At present, domestic manufacturers are relatively mature and can provide complete products and solutions. Including module manufacturers Huawei, ZTE, huanxu electronics, mobile communication, smart communication, China Mobile Internet of things, Shanghai Qingke, lilda, bopengfa, antenna manufacturers xinweitong, shuobeid, Beidou star, etc.
4. Network operators: control the "channel" of the Internet of things
Network is the channel of the Internet of things and the most mature link in the current industrial chain of the Internet of things. Broadly speaking, the network of the Internet of things refers to the integrated network formed by various communication networks and the Internet, including cellular network, local ad hoc network, private network, etc. Therefore, it involves communication equipment, communication network (access network, core network business), SIM manufacturing, etc.
Considering that the Internet of things can largely reuse the existing networks of telecom operators (wired broadband network, 2 / 3 / 4G mobile network, etc.), and the domestic basic telecom operators have monopoly characteristics, which are the most important promoters of the development of the Internet of things in China at present, we will focus on the three major telecom operators, and will benefit from them And will benefit from the SIM card manufacturers that are closely related to it and will benefit from the growth of cellular Internet of things terminals, such as Dongxin Heping, Hengbao shares and Tianyu Information.
5. Platform service provider: improve the "effective management" of the Internet of things
6. System and software developers: building the "artery" of the Internet of things
At present, some IT giants, such as Google, Microsoft, apple, Huawei and Alibaba, are mainly releasing the IOT operating system. As the Internet of things is still in its infancy, the development of application software is still in its infancy. It is mainly concentrated in the fields with strong universality, such as the Internet of vehicles, smart home and terminal security, such as Shenglu communication, Haier and Qiming star.
7. Intelligent hardware manufacturer: provide "terminal bearing" of Internet of things
Intelligent hardware is the carrier terminal of the Internet of things, which is a device that integrates sensor devices and communication functions, can access the Internet of things and realize specific functions or services. If it is divided according to the purchase customers, it can be divided into to B and to C:
To class B: including meters (smart water meters, smart gas meters, smart electricity meters, industrial monitoring and detection instruments, etc.), on-board front mounted (vehicle machines), industrial equipment and public service monitoring equipment, etc;
To C: mainly refers to consumer electronics, such as wearable devices and smart homes.
In view of the extremely rich application scenarios and various terminal types of the Internet of things, we will only list some manufacturers of class to B with large market demand and relatively concentrated terminal production enterprises, such as Sanchuan wisdom, Xintian technology and Hanwei electronics.
8. System integration and application service provider: the "implementer" of IOT application landing
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