Ukuqhushumba kwe-Intanethi yeSelula yezinto zeChip Racetrack
I-Intanethi ye-Intanethi yeZinto itshiphu ibhekisa kwitshiphu yoqhagamshelo olusekwe kwinkqubo yenethiwekhi yomthwali, esetyenziswa ikakhulu ukumodareyitha nokuthomalalisa imiqondiso engenazingcingo.Yitshiphu engundoqo kakhulu.
Ukuthandwa kwesi sekethi kwaqala kwi-NB-iot.Ngo-2016, emva kokuba umgangatho we-NB-iot ube ngumkhenkce, imarike yaqalisa i-boom engazange ibonwe ngaphambili.Ngakolunye uhlangothi, i-NB-iot ichaze umbono onokudibanisa amashumi eebhiliyoni zeemeko zoxhulumaniso oluphantsi, kwelinye icala, ukusetwa okusemgangathweni kobu buchwepheshe kwakubandakanyeke kakhulu yiHuawei kunye nabanye abavelisi basekhaya, kunye neqondo eliphezulu ukuzimela.Kwaye kumgca wokuqala wokuqala ekhaya nakwamanye amazwe, lithuba elihle kakhulu leteknoloji yasekhaya ukubambana nabakhuphisana namazwe angaphandle, ngoko ke, iye yaxhaswa ngamandla ngumgaqo-nkqubo.
Ngokuhambelanayo, inani lokuqaliswa kwe-chip zeselula zasekhaya nazo zithatha ithuba lendlela.
Emva kwe-NB-iot, itrafikhi elandelayo ye-Intanethi yezinto ze-chips ziichips ze-5G.Ukuthandwa kwe-5G akuchazwanga apha.Nangona kunjalo, xa kuthelekiswa ne-NB-iot chips, uphando kunye nophuhliso lwe-chips ye-5G ye-high-speed chips kunzima kakhulu, kwaye iimfuno zeetalente kunye notyalo-mali lwenkunzi nazo zanda kakhulu.Uninzi lwee-chips ezincinci kunye nobukhulu obuphakathi be-cellular chip zigxininise kwenye iteknoloji, i-CAT.1.
Emva kweminyaka emininzi yohlengahlengiso lweemarike, imarike yafumanisa ukuba nangona i-NB-IoT ineenzuzo ezinkulu ekusebenziseni amandla kunye neendleko, nayo inemida emininzi, ngakumbi ngokuhambelana nokuhamba kunye nemisebenzi yezwi, ekhawulela izicelo ezininzi.Ngoko ke, kumxholo wokuhoxiswa kwenethiwekhi ye-2G, i-LTE-Cat.1, njengenguqu ephantsi ye-4G, yenze inani elikhulu lezicelo zokuxhuma kwe-2G.
Emva kweKati.1, yintoni elandelayo elandelayo?Mhlawumbi yi-5G Red-Cap, mhlawumbi yi-5G esekwe kwindawo, mhlawumbi yenye into, kodwa into eqinisekileyo kukuba unxibelelwano lweselula okwangoku luphakathi kogqabhuko-dubulo lwembali, kunye nobuchwepheshe obutsha obuvelayo ukuhlangabezana neentlobo ezininzi ze-IoT. iimfuno.
I-Intanethi yeSewula yeMakethi yeZinto nayo ikhula ngokukhawuleza
Ngokolwazi lwethu lwamva nje olukhoyo lwemarike:
Ukuthunyelwa kwee-chips ze-NB-iot e-China kudlule i-100 yezigidi kwi-2021, kwaye imeko ebaluleke kakhulu yesicelo kukufunda imitha.Ukususela kulo nyaka, kunye nokuphindaphinda ubhubhane, ukuthunyelwa kweemveliso ze-smart door sensor esekelwe kwi-NB-iot kwimarike kuye kwanda, kufikelela kumanqanaba ezigidi ezilishumi.Ukongeza "kukuphila nokufa" e-China, abadlali basekhaya be-NB-iot nabo bakhula ngokukhawuleza kwiimarike zaphesheya.
Kunyaka wokuqala wokuqhambuka kweCAT.1 ngo-2020, ukuthunyelwa kweemarike kufikelele kumashumi ezigidi, kwaye ngo-2021, ukuthunyelwa kwafikelela ngaphezulu kwe-100 yezigidi.Ukuzuza kwi-dividend yexesha lokurhoxiswa kwenethiwekhi ye-2G, ukungena kwimarike yeCAT.1 yayikhawuleza, kodwa emva kokungena ngo-2022, imfuno yentengiso yehla kakhulu.
Ukongeza kwiifowuni eziphathwayo, ii-PCS, iipilisi kunye nezinye iimveliso, ukuthunyelwa kwe-CPE kunye nezinye iimveliso zizona ngongoma zokukhula kwe-5G ye-high-speed connection.
Ngokuqinisekileyo, ngokobukhulu, inani lezixhobo ze-iot zeselula alikho likhulu njengenani leemveliso ezincinci ezingenazintambo ezifana neBluetooth kunye ne-wifi, kodwa ixabiso lemarike libalulekile.
Okwangoku, ixabiso le-Bluetooth chip kwimarike liphantsi kakhulu.Phakathi kweetshiphusi zasekhaya, i-chip ye-Bluetooth ephantsi esetyenziselwa ukuhambisa i-audio malunga ne-1.3-1.5 yuan, ngelixa ixabiso le-BLE chip li malunga ne-2 yuan.
Ixabiso leetshiphusi zeselula liphezulu kakhulu.Okwangoku, iitshiphusi ze-NB-iot ezingabizi kakhulu zibiza malunga ne-1-2 yeedola, kwaye iitshiphusi ze-5G ezibiza kakhulu zibiza amanani amathathu.
Ke ukuba inani loqhagamshelo kwiitshiphusi zeselula ze-iot linokusuka, ixabiso lentengiso lifanelekile ukujonga phambili.Ngapha koko, xa kuthelekiswa neBluetooth, i-wifi kunye nobunye ubuchwephesha obuncinci obungenazingcingo, iitshiphusi ze-iot zeselula zinenqanaba eliphezulu lokungena kunye noxinzelelo oluphezulu lwentengiso.
Imakethi ye-chip ye-Intanethi eyandayo yeselula yeZinto
Kwiminyaka yakutshanje, ishishini letshiphu lifumene inkxaso engazange ibonwe ngaphambili, kwaye ngenxa yoko, kwavela iindlela ezahlukeneyo zokuqalwa, njengoko kuye kwenzeka kwimarike yasekhaya yeechips zeselula ze-Intanethi.
Ukongeza kwi-Haisi (eyayityunyuzwa ngenxa yezizathu ezaziwayo), i-Unigroup ngoku ikhulela kwinqanaba eliphezulu lemakethi yasekhaya ye-cell chip, kunye neechips zayo ze-5G esele zikwimarike yeefowuni eziphathwayo.Kwimarike yemodyuli yemodyuli yeselula ye-Intanethi yeZinto (i-IOT) kwikota yokuqala ka-2022, i-Unisplendour ibekwe kwindawo yesibini ngesabelo se-25% kwaye i-Oppland ibekwe kwindawo yesithathu nge-7% yesabelo, ngokutsho kwe-Counterpoint.I-Shifting core, iphiko eliphambili, 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 enza konke okusemandleni awo ukuphuhlisa iitshiphusi ze-CAT.1.
Kwimakethi ye-chip ye-NB-iot, idlamkile ngakumbi, baninzi abadlali be-chip basekhaya abanjengeHaisi, i-Unigroup, i-ASR, iphiko elingundoqo, i-mobile core, i-Zhilian An, i-Huiting Technology, i-core image semiconductor, i-Nuoling, i-Wuai Yida, i-particle micro. kwaye nangokunjalo.
Xa kukho abadlali abaninzi kwimarike, kulula ukulahlekelwa.Okokuqala, kukho imfazwe yamaxabiso.Ixabiso le-NB-iot chips kunye neemodyuli zehla kakhulu kwiminyaka yamuva nje, ekwanceda amashishini ezicelo.Okwesibini, yi-homogenization yeemveliso.Ukuphendula le ngxaki, abavelisi abahlukeneyo bazama ngenkuthalo ukwenza ukhuphiswano olwahlukileyo kwinqanaba lemveliso.
Ixesha lokuposa: Aug-22-2022