Ukuqhuma kwe-Intanethi yeSelfowuni yezinto zeChip Racetrack
I-chip ye-intanethi ye-cellular of Things ibhekisa kwi-chip yoqhagamshelo lonxibelelwano olusekwe kwinkqubo yenethiwekhi yomphathi, esetyenziswa kakhulu ukuguqula nokunciphisa iimpawu ezingenazingcingo. Yi-chip engundoqo kakhulu.
Ukuthandwa kwale sekethe kwaqala kwi-NB-iot. Ngo-2016, emva kokuba umgangatho we-NB-iot umisiwe, imakethi yaqalisa ukukhula okungazange kubonwe ngaphambili. Kwelinye icala, i-NB-iot ichaze umbono onokudibanisa amashumi ezigidi zeemiba zonxibelelwano oluphantsi, kwelinye icala, ukuseta okuqhelekileyo kwale teknoloji kwabandakanyeka kakhulu yiHuawei kunye nabanye abavelisi basekhaya, abanezinga eliphezulu lokuzimela. Kwaye kumgca ofanayo wokuqala ekhaya nakwamanye amazwe, lithuba elihle kakhulu lokuba iteknoloji yasekhaya ifikelele kubakhuphisana bamanye amazwe, ngoko ke, ikwaxhaswa ngamandla yipolisi.
Ngenxa yoko, inani leenkampani ezisaqalayo zee-chip zeselula zasekhaya nazo ziyayisebenzisa le ndlela.
Emva kwe-NB-iot, ithrafikhi elandelayo yeetships ze-intanethi zeselula ziitships ze-5G. Ukuthandwa kwe-5G akukhankanywanga apha. Nangona kunjalo, xa kuthelekiswa neetships ze-NB-iot, uphando kunye nophuhliso lweetships ze-5G ezikhawulezayo kunzima ngakumbi, kwaye iimfuno zeetalente kunye notyalo-mali lwemali nazo ziyanda kakhulu. Iinkampani ezininzi ezincinci neziphakathi eziqala iitships zeselula zigxile kwenye itekhnoloji, i-CAT.1.
Emva kweminyaka eliqela yokulungiswa kwemarike, imakethi ifumanise ukuba nangona i-NB-IoT ineengenelo ezinkulu ekusebenziseni amandla kunye neendleko, ikwanazo nemida emininzi, ngakumbi ngokubhekiselele kwimisebenzi yokuhamba kunye nelizwi, ethintela usetyenziso oluninzi. Ke ngoko, kwimeko yokurhoxiswa kwenethiwekhi ye-2G, i-LTE-Cat.1, njengenguqulelo ephantsi ye-4G, isebenzise inani elikhulu lezicelo zonxibelelwano ze-2G.
Emva kweCat.1, yintoni elandelayo? Mhlawumbi yi-5G Red-Cap, mhlawumbi yi-chip esekelwe kwindawo ye-5G, mhlawumbi yinto eyahlukileyo, kodwa into eqinisekileyo kukuba uqhagamshelo lweselula ngoku luphakathi kokuqhuma kwembali, kunye nobuchwepheshe obutsha obuvelayo ukuhlangabezana neemfuno ezahlukeneyo ze-IoT.
I-Intanethi yezinto zeSelfowuni nayo ikhula ngokukhawuleza
Ngokweenkcukacha zethu zamva nje zemarike ezikhoyo:
Ukuthunyelwa kweetships ze-NB-iot eTshayina kudlule kwi-100 yezigidi ngo-2021, kwaye imeko ebaluleke kakhulu yesicelo kukufundwa kwemitha. Ukusukela kulo nyaka, ngokuvela kwakhona kobhubhane, ukuthunyelwa kweemveliso ze-smart door sensor ezisekelwe kwi-NB-iot kwimarike nako kuye kwanda, kwafikelela kumanqanaba ezigidi ezilishumi. Ukongeza "ekuphileni nasekufeni" eTshayina, abadlali be-NB-iot basekhaya bakwanda ngokukhawuleza kwiimarike zaphesheya.
Kunyaka wokuqala wokuqhambuka kwe-CAT. 1 ngo-2020, ukuthunyelwa kwemarike kwafikelela kumashumi ezigidi, kwaye ngo-2021, ukuthunyelwa kwafikelela ngaphezulu kwe-100 yezigidi. Ngenxa yokuzuza kwisabelo sexesha lokurhoxiswa kwenethiwekhi ye-2G, ukungena kwe-CAT. 1 kwimarike kwakhawuleza, kodwa emva kokungena ngo-2022, imfuno yemarike yehla kakhulu.
Ukongeza kwiifowuni eziphathwayo, iiPCS, iitablethi kunye nezinye iimveliso, ukuthunyelwa kweCPE kunye nezinye iimveliso zezona ndawo ziphambili zokukhula koqhagamshelo olukhawulezayo lwe-5G.
Kakade ke, ngokwenani, inani lezixhobo ze-iot zeselula alikho likhulu njengenani leemveliso ezincinci ezingenazingcingo ezifana neBluetooth kunye ne-wifi, kodwa ixabiso lemarike libalulekile.
Okwangoku, ixabiso le-chip yeBluetooth kwimarike liphantsi kakhulu. Phakathi kwee-chips zasekhaya, i-chip yeBluetooth ephantsi esetyenziselwa ukudlulisa isandi imalunga ne-1.3-1.5 yuan, ngelixa ixabiso le-chip yeBLE limalunga ne-2 yuan.
Ixabiso leetships zeselula liphezulu kakhulu. Okwangoku, iitships ze-NB-iot ezingabizi kakhulu zixabisa malunga ne-$1-2, kwaye iitships ze-5G ezibiza kakhulu zixabisa amanani amathathu.
Ngoko ke ukuba inani loqhagamshelo kwiitships ze-iot zeselula linokuchuma, ixabiso lemarike lifanele ukulijongela phambili. Ngaphezu koko, xa kuthelekiswa neBluetooth, i-wifi kunye nezinye iiteknoloji ezincinci ezingenazingcingo, iitships ze-iot zeselula zinomlinganiselo ophezulu wokungena kunye noxinzelelo oluphezulu lwemarike.
Imarike yeetshiphusi ze-intanethi zezinto eziphathwayo iya ikhula ngokukhuphisana
Kwiminyaka yakutshanje, ishishini leetshiphusi lifumene inkxaso engazange ibonwe ngaphambili, kwaye ngenxa yoko, kuye kwavela iinkampani ezahlukeneyo ezintsha, njengoko kunjalo nakwimarike yasekhaya yeetshiphusi ze-intanethi zezinto eziphathwayo.
Ukongeza kwiHaisi (eyachithwa ngenxa yezizathu ezaziwayo), iUnigroup ngoku ikhula iye kwinqanaba eliphezulu kwimarike ye-chip yeselula yasekhaya, kunye neetships zayo ze-5G sele zikwimarike yeselfowuni. Kwimarike ye-chip yemodyuli ye-Intanethi yeZinto (IOT) yehlabathi kwikota yokuqala ka-2022, i-Unisplendour ibekwe kwindawo yesibini ngesabelo se-25% kwaye i-Oppland ibekwe kwindawo yesithathu ngesabelo se-7%, ngokutsho kweCounterpoint. Ukutshintsha kwe-core, i-core wing, i-Haisi kunye namanye amashishini asekhaya nawo akuluhlu. I-Unigroup kunye ne-ASR okwangoku "zii-duopoly" kwimarike ye-chip ye-CAT.1 yasekhaya, kodwa amanye amashishini asekhaya amaninzi nawo enza konke okusemandleni awo ukuphuhlisa iitships ze-CAT.1.
Kwimarike yeetshiphu ze-NB-iot, inomdla ngakumbi, kukho abadlali abaninzi beetshiphu basekhaya abanjengoHaisi, Unigroup, ASR, core wing, mobile core, Zhilian An, Huiting Technology, core image semiconductor, Nuoling, Wuai Yida, particle micro njalo njalo.
Xa kukho abadlali abaninzi kwimarike, kulula ukulahlekelwa. Okokuqala, kukho imfazwe yamaxabiso. Ixabiso leetships ze-NB-iot kunye neemodyuli liye lehla kakhulu kwiminyaka yakutshanje, nto leyo ekwanceda amashishini ezicelo. Okwesibini, kukuhlanganiswa kweemveliso ngendlela efanayo. Ukuphendula le ngxaki, abavelisi abahlukeneyo nabo bazama ngamandla ukwenza ukhuphiswano olwahlukileyo kwinqanaba lemveliso.
Ixesha lokuthumela: Agasti-22-2022