Kwimarike ye-IoT yeselula yonke, "ixabiso eliphantsi", "involution", "umda ophantsi wobugcisa" kunye namanye amagama abe yi-module enterprises ayinakukwazi ukulahla i-spell, i-NB-IoT yangaphambili, i-LTE Cat.1 bis ekhoyo. Nangona le nto igxile kakhulu kwi-module link, kodwa iluphu, i-module "ixabiso eliphantsi" iya kuba nefuthe kwi-chip link, i-LTE Cat.1 bis module profitability space compression iya kunyanzela i-LTE Cat.1 bis chip ukuba inciphise amaxabiso ngakumbi.
Kwimeko enjalo, kusekho amashishini eetshiphusi angena kwimarike emva kwenye, nto leyo eya kukhokelela ekuqineni ngakumbi kokhuphiswano.
Okokuqala, indawo enkulu yemarike itsale uyilo lwabavelisi abaninzi beetshiphu zonxibelelwano, kwaye imakethi inkulu kangangokuba nokuba umlinganiselo uphantsi kakhulu, ubukhulu bayo abuncinci.
Ukuya kwinqanaba elithile, indlela yophuhliso lwe-LTE Cat.1 bis chip kunye ne-LTE Cat.1 bis module zinokugcina icala elifanayo, kodwa kukho umahluko wexesha, ngoko ke imeko yokuthunyelwa kunye nendlela i-LTE Cat.1 bis chip kule minyaka inokubhekisa kweyo ye-LTE Cat.1 bis module.
Ngokwengxelo yophando kunye nezibalo ze-AIoT Research Institute, ukuthunyelwa kweemodyuli ze-LTE Cat.1 bis kwiminyaka embalwa edlulileyo kuboniswe kumfanekiso ongezantsi (inani elincinci leemodyuli ezithunyelwe kwixesha lokuqala yayiziimodyuli ze-LTE Cat.1 ikakhulu).
Kunokubonwa kwangaphambili ukuba ukuthunyelwa okupheleleyo kwee-chips ze-LTE Cat.1 bis kunokugcina ukukhula okukhawulezileyo kwiminyaka embalwa ezayo. Phantsi kweli nqanaba, nokuba isabelo semarike samashishini ee-chip sincinci kakhulu, kumashishini angena kwimarike ngeli xesha kwaye anokuthimba ngempumelelo imarike, umthamo wawo wokuthunyelwa akufuneki uthathwe kancinci.
Okwesibini, i-intanethi yeselula yezinto ezikwikhonkco lophuhliso lonxibelelwano ukuze iphuhlise, kunokubakho uphuhliso oluncinci lwetekhnoloji, abantu abatsha abasandula ukungena kufuneka bakhethe kancinci.
Njengoko sonke sisazi, itekhnoloji yonxibelelwano lweselula ibisoloko iyisizukulwana sokuhlaziya nokutshintsha, ukusuka kwimeko yangoku yesicelo kunye nophuhliso, i-2G/3G ejongene nokuthatha umhlalaphantsi, i-NB-IoT, i-LTE Cat.4 kunye neminye ipateni yokhuphiswano imiselwe ngokusisiseko, ezi marike ngokwendalo azinasidingo sokungena. Emva koko, ukhetho olufumanekayo kuphela yi-5G, iRedcap, kunye ne-LTE Cat.1 bis.
Kwiinkampani ezifuna ukungena kwimarike ye-IoT yeselula, uninzi lwazo ziinkampani ezintsha ezisungulwe kunyaka omnye okanye emibini edlulileyo, xa kuthelekiswa nabathengisi beetshiphusi zeselula zemveli okanye iinkampani ebezisokola kule ntsimi iminyaka emininzi, azinalo ithuba ngokwetekhnoloji kunye nemali, ngelixa umda wetekhnoloji ye-5G uphezulu, kwaye utyalo-mali lokuqala kwi-R&D nalo lukhulu, ngoko ke kufanelekile ukukhetha i-LTE Cat.1 bis njengendawo yokuphumelela.
Okokugqibela, ukusebenza akuyongxaki, ixabiso liphantsi kwimarike.
I-chip ye-LTE Cat.1 bis inokuhlangabezana neemfuno ezininzi zezicelo zoshishino lwe-IoT. Ngenxa yemida ecacileyo yeemfuno zamashishini ahlukeneyo, ukusuka kubunzima boyilo lweetship, uzinzo lwesoftware, ukulula kwesiphelo, ulawulo lweendleko kunye nezinye izinto eziqwalaselwayo, iinkampani zeetship zinokwenza indibaniselwano yeempawu ezahlukeneyo ukuhlangabezana neemfuno zeemeko ezahlukeneyo ze-IoT.
Kwiinkqubo ezininzi ze-IoT, iimfuno zokusebenza kwemveliso aziphezulu, zixhomekeke kuphela kwiimfuno ezisisiseko. Ke ngoko, ukhuphiswano oluphambili lwangoku lukwixabiso, ngokufanelekileyo, lo gama nje iinkampani zizimisele ukwenza inzuzo ukuze zibambe imakethi.
Ngokwengqikelelo yalo nyaka, iZilight Zhanrui ithumele ngaphantsi konyaka ophelileyo, malunga neziqwenga ezingama-40 ezigidi; i-ASR esisiseko kunye nonyaka ophelileyo phantse iyafana, ukugcina iziqwenga ezingama-55 ezigidi zokuthunyelwa. Kwaye ukuhambisa ukuthunyelwa okuphambili konxibelelwano ekukhuleni okukhawulezileyo kwalo nyaka, ukuthunyelwa konyaka kulindeleke ukuba kufikele kwiziqwenga ezingama-50 ezigidi, okanye kuya kusongela ipateni "ye-oligopoly ephindwe kabini". Ukongeza kwezi zintathu, iinkampani eziphambili ze-chip ezifana ne-core wing information technology, ubulumko bokhuseleko, i-core rising technology, ziya kuqala zifezekise ukuthunyelwa kwesigidi kulo nyaka, ukuthunyelwa okupheleleyo kwezi nkampani malunga neziqwenga ezi-5 ezigidi.
Kulindeleke ukuba ukususela ngo-2023 ukuya ku-2024, isikali sokusasazwa kwe-LTE Cat.1 bis siza kuqalisa ukukhula okuphezulu, ngakumbi ukuthatha indawo yemarike yesitokhwe ye-2G, kunye nokukhuthaza imakethi entsha yokuvelisa izinto ezintsha, kwaye kuya kubakho amashishini amaninzi eetshiphusi zeselula anokujoyina.
Ixesha lokuthumela: Julayi-13-2023