Fashewa Salon Intanet na Abubuwa Chip Racetrack
Guntuwar Intanet ta wayar salula tana nufin guntu haɗin sadarwa bisa tsarin hanyar sadarwa mai ɗaukar hoto, wanda galibi ana amfani dashi don daidaitawa da rage siginar waya. guntu ce mai matukar mahimmanci.
Shahararriyar wannan da'irar ta fara ne daga NB-iot. A cikin 2016, bayan da aka daskare ma'aunin NB-iot, kasuwa ta tashi da haɓakar da ba a taɓa gani ba. A gefe guda, NB-iot ya bayyana hangen nesa wanda zai iya haɗa dubun-dubatar biliyoyin yanayin haɗin gwiwa, a gefe guda, daidaitaccen tsarin wannan fasaha ya shiga tsakani sosai daga Huawei da sauran masana'antun cikin gida, tare da babban matakin. cin gashin kansa. Kuma a daidai wannan layin na farko a cikin gida da waje, wata kyakkyawar dama ce ga fasahar cikin gida don cim ma masu fafatawa na kasashen waje, don haka, manufar ita ma ta ba da goyon baya sosai.
Saboda haka, da yawa na cikin gida guntu fara-ups suma suna cin gajiyar yanayin.
Bayan NB-iot, zirga-zirga na gaba na Intanet na salula na kwakwalwan kwamfuta shine guntuwar 5G. Ba a ambaci shaharar 5G a nan ba. Duk da haka, idan aka kwatanta da kwakwalwan NB-iot, bincike da haɓaka kwakwalwan kwakwalwar 5G mai sauri ya fi wahala, kuma buƙatun basira da saka hannun jari kuma yana ƙaruwa da yawa. Yawancin ƙanana da matsakaicin girman salon salula fara farawa sun mayar da hankali kan wata fasaha, CAT.1.
Bayan shekaru da yawa na daidaitawar kasuwa, kasuwar ta gano cewa ko da yake NB-IoT yana da babban fa'ida a cikin amfani da wutar lantarki da farashi, yana da iyakacin iyaka, musamman dangane da motsi da ayyukan murya, wanda ke iyakance aikace-aikace da yawa. Saboda haka, a cikin mahallin janyewar hanyar sadarwa ta 2G, LTE-Cat.1, a matsayin ƙananan sigar 4G, ya ɗauki babban adadin aikace-aikacen haɗin 2G.
Bayan Cat.1, menene zai biyo baya? Wataƙila yana da 5G Red-Cap, watakila guntu ne na tushen 5G, watakila wani abu ne daban, amma abin da ke tabbata shine cewa haɗin wayar salula a halin yanzu yana tsakiyar fashewar tarihi, tare da sabbin fasahohin da ke fitowa don saduwa da nau'ikan IoT iri-iri. bukatun.
Kasuwar Abubuwan Intanet ta Hannun Hannu kuma tana haɓaka cikin sauri
Bisa ga sabbin bayanan kasuwanmu:
Jirgin NB-iot chips a China ya zarce miliyan 100 a cikin 2021, kuma mafi mahimmancin yanayin aikace-aikacen shine karatun mita. Tun daga wannan shekarar, tare da sake bullar cutar, jigilar kayayyakin firikwensin ƙofa mai wayo bisa NB-iot a kasuwa ma ya karu, wanda ya kai matakan miliyan goma. Baya ga "rayu da mutuwa" a kasar Sin, 'yan wasan NB-iot na gida suma suna fadada kasuwannin ketare cikin hanzari.
A cikin shekarar farko na barkewar CAT. 1 a cikin 2020, jigilar kayayyaki ta kasuwa ya kai dubun-dubatar, kuma a cikin 2021, jigilar kayayyaki ya kai sama da miliyan 100. Fa'ida daga rabon zamanin na janyewar hanyar sadarwar 2G, shigar kasuwa na CAT. 1 ya kasance cikin sauri, amma bayan shiga 2022, buƙatun kasuwa ya ragu sosai.
Baya ga wayoyin hannu, PCS, Allunan da sauran samfuran, jigilar kayayyaki na CPE da sauran samfuran sune manyan abubuwan haɓaka haɓakar haɗin 5G mai sauri.
Tabbas, ta fuskar girma, adadin na'urorin iot na salula ba su kai adadin ƙananan kayayyakin mara waya kamar Bluetooth da wifi ba, amma darajar kasuwa tana da mahimmanci.
A halin yanzu, farashin guntu na Bluetooth a kasuwa yana da arha sosai. Daga cikin guntuwar cikin gida, guntu mai ƙarancin ƙarewa ta Bluetooth da ake amfani da ita don watsa sauti kusan yuan 1.3-1.5, yayin da farashin BLE chip ya kai yuan 2.
Farashin guntuwar salula ya fi girma. A halin yanzu, mafi arha kwakwalwan NB-iot sun kai kusan $1-2, kuma mafi tsada guntuwar 5G sun kai lambobi uku.
Don haka idan adadin haɗin kai zuwa kwakwalwan iot na salula na iya tashi, ƙimar kasuwa yana da daraja. Bugu da ƙari, idan aka kwatanta da Bluetooth, wifi da sauran ƙananan fasahar mara waya, kwakwalwan kwamfuta iot na salula suna da mafi girman ƙofar shiga da babban taro na kasuwa.
Kasuwar guntu ta Intanet na abubuwan da ke ƙara fafatawa
A cikin 'yan shekarun nan, masana'antar guntu ta sami tallafin da ba a taɓa gani ba, kuma a sakamakon haka, farawa daban-daban sun haɓaka, kamar yadda kasuwar cikin gida ta ke da Intanet na kwakwalwan kwamfuta.
Baya ga Haisi (wanda aka murkushe saboda sanannun dalilai), Unigroup yanzu yana girma zuwa babban matakin kasuwar guntu ta wayar hannu, tare da guntuwar 5G ta riga a cikin kasuwar wayar hannu. A cikin kasuwar guntu na Intanet na Abubuwa (IOT) na duniya a cikin kwata na farko na 2022, Unisplendor ya zama na biyu tare da kashi 25% kuma Oppland ya kasance na uku tare da kashi 7%, a cewar Counterpoint. Matsakaicin motsi, core reshe, Haisi da sauran kamfanoni na cikin gida suma suna cikin jerin. Unigroup da ASR a halin yanzu sune "duopoly" a cikin kasuwar CAT.1 na gida, amma wasu kamfanoni na cikin gida da yawa kuma suna yin iyakar ƙoƙarinsu don haɓaka kwakwalwan CAT.1.
A cikin NB-iot guntu kasuwar, ya fi raye-raye, akwai da yawa cikin gida guntu 'yan wasan kamar Haisi, Unigroup, ASR, core reshe, mobile core, Zhilian An, Huiting Technology, core image semiconductor, Nuoling, Wuai Yida, barbashi micro da sauransu.
Lokacin da akwai ƙarin 'yan wasa a kasuwa, yana da sauƙi a rasa. Da farko, akwai yakin farashin. Farashin kwakwalwan kwamfuta da kayayyaki na NB-iot ya ragu sosai a cikin 'yan shekarun nan, wanda kuma ke amfana da kamfanonin aikace-aikacen. Abu na biyu, shi ne homogenization na kayayyakin. Dangane da wannan matsalar, masana'antun daban-daban kuma suna ƙoƙarin yin gasa daban-daban a matakin samfur.
Lokacin aikawa: Agusta-22-2022