Exploding Cellular Internet ntawm Yam Chip Racetrack
Lub xov tooj ntawm tes Internet ntawm Tej yam nti yog hais txog kev sib txuas lus sib txuas nti raws li cov cab kuj network system, uas yog siv los hloov kho thiab demodulate wireless signals. Nws yog ib qho tseem ceeb heev chip.
Qhov nrov ntawm no Circuit Court pib los ntawm NB-iot. Hauv 2016, tom qab tus qauv NB-iot tau khov, kev ua lag luam tau teeb tsa qhov tsis tau pom dua. Ntawm qhov tod tes, NB-iot tau piav qhia txog lub zeem muag uas tuaj yeem txuas ntau txhiab lab ntawm cov teeb meem kev sib txuas qis qis, ntawm qhov tod tes, tus qauv teeb tsa ntawm cov thev naus laus zis no tau koom tes nrog Huawei thiab lwm cov tuam txhab tsim khoom hauv tsev, nrog rau qib siab. kev ywj pheej. Thiab ntawm tib txoj kab pib hauv tsev thiab txawv teb chaws, nws yog lub sijhawm zoo rau kev siv tshuab hauv tsev kom tau txais cov neeg sib tw txawv teb chaws, yog li ntawd, nws kuj tau txais kev txhawb nqa los ntawm txoj cai.
Raws li, ib tug xov tooj ntawm domestic cellular nti start-ups kuj coj kom zoo dua ntawm tus qauv.
Tom qab NB-iot, kev khiav mus tom ntej ntawm cellular Internet ntawm cov khoom chips yog 5G chips. Qhov nrov ntawm 5G tsis tau hais txog ntawm no. Txawm li cas los xij, piv nrog NB-iot chips, kev tshawb fawb thiab kev loj hlob ntawm 5G high-speed chips yog qhov nyuaj dua, thiab cov kev xav tau rau cov txuj ci thiab peev peev kuj nce ntau. Ntau qhov me me thiab nruab nrab ntawm cov xov tooj ntawm tes pib ua haujlwm tau tsom mus rau lwm yam thev naus laus zis, CAT.1.
Tom qab ob peb xyoos ntawm kev hloov kho kev lag luam, kev ua lag luam pom tias txawm hais tias NB-IoT muaj txiaj ntsig zoo hauv kev siv hluav taws xob thiab tus nqi, nws kuj muaj ntau yam kev txwv, tshwj xeeb tshaj yog hais txog kev txav mus los thiab lub suab ua haujlwm, uas txwv ntau daim ntawv thov. Yog li ntawd, nyob rau hauv cov ntsiab lus ntawm 2G network tshem tawm, LTE-Cat.1, raws li ib tug tsawg version ntawm 4G, tau ua ib tug loj tus naj npawb ntawm 2G kev twb kev txuas daim ntawv thov.
Tom qab Cat.1, dab tsi los tom ntej? Tej zaum nws yog 5G Red-Cap, tej zaum nws yog 5G qhov chaw-raws li nti, tej zaum nws yog lwm yam, tab sis qhov tseeb yog tias kev sib txuas ntawm tes tam sim no nyob rau hauv nruab nrab ntawm keeb kwm tawg, nrog cov thev naus laus zis tshiab tawm kom tau raws li ntau yam ntawm IoT. xav tau.
Cellular Internet ntawm Yam Ua Lag Luam tseem loj hlob sai
Raws li peb cov ntaub ntawv tshaj tawm kev lag luam tshiab:
Kev xa khoom ntawm NB-iot chips hauv Suav teb tau tshaj 100 lab hauv 2021, thiab qhov tseem ceeb tshaj plaws ntawm daim ntawv thov yog kev nyeem ntawv 'meter'. Txij li thaum lub xyoo no, nrog rau kev rov tshwm sim ntawm kev sib kis, kev xa khoom ntawm lub qhov rooj ntse sensor cov khoom raws li NB-iot hauv kev ua lag luam kuj tau nce, nce mus txog kaum lab qib. Ntxiv rau "nyob thiab tuag" hauv Suav teb, cov neeg ua si hauv NB-iot tseem tab tom nthuav tawm kev lag luam tawm txawv teb chaws.
Hauv thawj xyoo ntawm qhov tshwm sim ntawm CAT. 1 xyoo 2020, kev ua lag luam xa khoom mus txog kaum lab, thiab hauv 2021, kev xa khoom mus txog ntau dua 100 lab. Tau txais txiaj ntsig los ntawm lub sijhawm nyiaj faib ntawm 2G network tshem tawm, kev lag luam nkag mus rau CAT. 1 tau nrawm, tab sis tom qab nkag mus rau xyoo 2022, kev lag luam xav tau qeeb heev.
Ntxiv rau cov xov tooj ntawm tes, PCS, ntsiav tshuaj thiab lwm yam khoom, kev xa khoom ntawm CPE thiab lwm yam khoom lag luam yog cov ntsiab lus loj hlob ntawm 5G kev sib txuas ceev.
Tau kawg, nyob rau hauv cov nqe lus ntawm qhov loj, tus naj npawb ntawm cov xov tooj ntawm tes iot tsis yog ntau npaum li cov khoom siv wireless me xws li Bluetooth thiab wifi, tab sis tus nqi lag luam tseem ceeb.
Tam sim no, tus nqi ntawm Bluetooth nti hauv khw yog pheej yig heev. Ntawm cov chips hauv tsev, qis kawg Bluetooth nti siv los xa suab yog li 1.3-1.5 yuan, thaum tus nqi ntawm BLE nti yog li 2 yuan.
Tus nqi ntawm cellular chips yog ntau dua. Tam sim no, qhov pheej yig tshaj NB-iot chips raug nqi txog $ 1-2, thiab 5G chips kim tshaj plaws raug nqi peb tus lej.
Yog li yog tias tus naj npawb ntawm kev sib txuas rau cellular iot chips tuaj yeem tshem tawm, tus nqi ntawm kev ua lag luam tsim nyog tos ntsoov rau. Ntxiv mus, piv nrog Bluetooth, wifi thiab lwm yam me me wireless technologies, cellular iot chips muaj qhov nkag siab dua thiab kev lag luam ntau dua.
Kev sib tw nce zuj zus hauv Is Taws Nem ntawm Tej Yam nti ua lag luam
Nyob rau hauv xyoo tas los no, kev lag luam nti tau txais kev txhawb nqa uas tsis tau pom dua, thiab vim li ntawd, ntau yam kev pib ua haujlwm tau tshwm sim, raws li muaj kev lag luam hauv tsev rau cov xov tooj ntawm tes Internet ntawm Tej yam chips.
Ntxiv rau Haisi (uas tau raug tsoo rau qhov laj thawj zoo), Unigroup tam sim no loj hlob mus rau qib siab tshaj plaws ntawm kev lag luam hauv xov tooj ntawm tes, nrog nws cov 5G chips twb tau nyob hauv kev lag luam xov tooj ntawm tes. Hauv ntiaj teb xov tooj ntawm tes Internet ntawm Yam (IOT) module chip lag luam nyob rau hauv thawj peb lub hlis twg ntawm 2022, Unisplendour nyob rau hauv thib ob nrog ib tug 25% qhia thiab Oppland qeb thib peb nrog ib tug 7% feem, raws li Counterpoint. Shifting core, core tis, Haisi thiab lwm yam kev lag luam hauv tsev kuj nyob rau hauv daim ntawv teev npe. Unigroup thiab ASR yog tam sim no "duopoly" nyob rau hauv domestic CAT.1 nti ua lag luam, tab sis ob peb lwm cov lag luam hauv tsev kuj ua lawv qhov zoo tshaj plaws los tsim CAT.1 chips.
Hauv kev ua lag luam NB-iot nti, nws muaj zog dua, muaj ntau tus neeg ua si hauv tsev xws li Haisi, Unigroup, ASR, core tis, mobile core, Zhilian An, Huiting Technology, core duab semiconductor, Nuoling, Wuai Yida, particle micro thiab lwm yam.
Thaum muaj ntau tus neeg ua si hauv kev ua lag luam, nws yooj yim poob. Ua ntej tshaj plaws, muaj kev tsov rog nqi. Tus nqi ntawm NB-iot chips thiab modules tau poob qis hauv xyoo tas los no, uas kuj tau txais txiaj ntsig rau daim ntawv thov kev lag luam. Qhov thib ob, nws yog homogenization ntawm cov khoom. Hauv kev teb rau qhov teeb meem no, ntau lub tuam txhab lag luam tseem tab tom sim ua kom muaj kev sib tw sib txawv ntawm cov khoom lag luam.
Post lub sij hawm: Aug-22-2022