Kev Sib Tw Ntaus Pob Ntaus Pob Cellular Internet of Things Chip Racetrack
Lub nti cellular Internet of Things yog hais txog lub nti sib txuas lus raws li lub network carrier, uas feem ntau yog siv los hloov kho thiab demodulate cov teeb liab wireless. Nws yog ib lub nti tseem ceeb heev.
Qhov nrov ntawm lub voj voog no pib los ntawm NB-iot. Xyoo 2016, tom qab tus qauv NB-iot raug khov, kev ua lag luam tau pib nce qib tsis tau muaj dua. Ntawm ib sab tes, NB-iot piav qhia txog lub zeem muag uas tuaj yeem txuas kaum tawm billions ntawm cov xwm txheej sib txuas qis, ntawm qhov tod tes, qhov kev teeb tsa tus qauv ntawm cov thev naus laus zis no tau koom nrog los ntawm Huawei thiab lwm cov tuam txhab tsim khoom hauv tsev, nrog rau qib siab ntawm kev ywj pheej. Thiab ntawm tib kab pib hauv tsev thiab txawv teb chaws, nws yog lub sijhawm zoo rau cov thev naus laus zis hauv tsev kom ntes tau cov neeg sib tw txawv teb chaws, yog li ntawd, nws kuj tau txais kev txhawb nqa los ntawm txoj cai.
Yog li ntawd, ntau lub tuam txhab lag luam hauv tsev uas tsim cov chips kuj siv qhov sib txawv no.
Tom qab NB-iot, qhov kev khiav tsheb tom ntej ntawm cov khoom siv hauv Is Taws Nem ntawm tej yam yog 5G chips. Qhov nrov ntawm 5G tsis tau hais txog ntawm no. Txawm li cas los xij, piv nrog cov chips NB-iot, kev tshawb fawb thiab kev tsim kho ntawm 5G high-speed chips nyuaj dua, thiab qhov yuav tsum tau muaj peev xwm thiab kev nqis peev kuj nce ntxiv ntau. Ntau lub tuam txhab me thiab nruab nrab pib ua lag luam chip tau tsom mus rau lwm yam thev naus laus zis, CAT.1.
Tom qab ob peb xyoos ntawm kev hloov kho kev ua lag luam, kev ua lag luam pom tias txawm hais tias NB-IoT muaj qhov zoo heev hauv kev siv hluav taws xob thiab tus nqi, nws kuj muaj ntau qhov 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 rho tawm, LTE-Cat.1, ua ib qho version qis ntawm 4G, tau ua ntau daim ntawv thov kev sib txuas 2G.
Tom qab Cat.1, yuav muaj dab tsi tom ntej? Tej zaum nws yog 5G Red-Cap, tej zaum nws yog 5G qhov chaw raws li chip, tej zaum nws yog lwm yam, tab sis qhov tseeb yog tias kev sib txuas ntawm tes tam sim no nyob hauv nruab nrab ntawm kev tawg keeb kwm, nrog rau cov thev naus laus zis tshiab tshwm sim los ua kom tau raws li ntau yam kev xav tau IoT.
Kev Lag Luam Hauv Is Taws Nem ntawm Cov Khoom kuj tseem loj hlob sai
Raws li peb cov ntaub ntawv tshiab tshaj plaws txog kev ua lag luam:
Xyoo 2021, kev xa khoom ntawm NB-iot chips hauv Suav teb tau tshaj 100 lab, thiab qhov xwm txheej tseem ceeb tshaj plaws ntawm kev siv yog kev nyeem ntawv 'meter'. Txij li xyoo no, nrog rau kev rov tshwm sim ntawm tus kab mob, kev xa khoom ntawm cov khoom siv sensor qhov rooj ntse raws li NB-iot hauv kev ua lag luam kuj tau nce ntxiv, ncav cuag kaum lab theem. Ntxiv rau "nyob thiab tuag" hauv Suav teb, cov neeg ua si NB-iot hauv tsev kuj tseem nthuav dav kev ua lag luam txawv teb chaws sai sai.
Xyoo thawj zaug ntawm kev sib kis ntawm CAT. 1 xyoo 2020, kev xa khoom hauv khw tau mus txog kaum lab, thiab xyoo 2021, kev xa khoom tau mus txog ntau dua 100 lab. Tau txais txiaj ntsig los ntawm lub sijhawm faib ntawm 2G network rho tawm, kev nkag mus rau hauv khw ntawm CAT. 1 tau nrawm heev, tab sis tom qab nkag mus rau xyoo 2022, kev thov ua lag luam 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 yog cov ntsiab lus loj hlob tseem ceeb ntawm 5G kev sib txuas ceev ceev.
Tau kawg, hais txog qhov loj me, tus naj npawb ntawm cov khoom siv iot ntawm tes tsis loj npaum li tus naj npawb ntawm cov khoom me me wireless xws li Bluetooth thiab wifi, tab sis tus nqi lag luam tseem ceeb.
Tam sim no, tus nqi ntawm Bluetooth chip hauv kev ua lag luam pheej yig heev. Ntawm cov chips hauv tebchaws, cov Bluetooth chip qis siv los xa suab yog li 1.3-1.5 yuan, thaum tus nqi ntawm BLE chip yog li 2 yuan.
Tus nqi ntawm cov chips cellular kim dua. Tam sim no, cov chips NB-iot pheej yig tshaj plaws raug nqi li $ 1-2, thiab cov chips 5G kim tshaj plaws raug peb tus lej.
Yog li ntawd, yog tias tus naj npawb ntawm kev sib txuas rau cov cellular iot chips tuaj yeem nce mus, tus nqi ntawm kev ua lag luam tsim nyog tos ntsoov. Ntxiv mus, piv nrog Bluetooth, wifi thiab lwm yam thev naus laus zis me me wireless, cov cellular iot chips muaj qhov nkag siab dua thiab kev tsom mus rau kev ua lag luam siab dua.
Kev lag luam chip cellular Internet of Things uas sib tw ntau zuj zus
Nyob rau xyoo tas los no, kev lag luam chip tau txais kev txhawb nqa tsis tau muaj dua li, thiab vim li ntawd, ntau lub tuam txhab pib tshiab tau tshwm sim, ib yam li kev ua lag luam hauv tebchaws rau cov chips hauv Is Taws Nem ntawm Tej Yam.
Ntxiv rau Haisi (uas raug tsoo vim yog cov laj thawj paub zoo), Unigroup tam sim no tab tom loj hlob mus rau hauv qib siab tshaj plaws ntawm kev lag luam hauv tsev, nrog nws cov chips 5G twb muaj nyob rau hauv kev lag luam xov tooj ntawm tes. Hauv kev lag luam thoob ntiaj teb ntawm Is Taws Nem ntawm Yam (IOT) module chip hauv thawj peb lub hlis xyoo 2022, Unisplendour tau qeb thib ob nrog 25% feem thiab Oppland tau qeb thib peb nrog 7% feem, raws li Counterpoint. Hloov pauv core, core tis, Haisi thiab lwm lub tuam txhab hauv tsev kuj nyob hauv daim ntawv teev npe. Unigroup thiab ASR tam sim no yog "duopoly" hauv kev lag luam CAT.1 chip hauv tsev, tab sis ntau lwm lub tuam txhab hauv tsev kuj ua lawv qhov zoo tshaj plaws los tsim CAT.1 chips.
Hauv kev lag luam NB-iot chip, nws muaj zog dua, muaj ntau tus neeg ua si hauv tsev xws li Haisi, Unigroup, ASR, core wing, mobile core, Zhilian An, Huiting Technology, core image 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 sib ntaus sib tua nqi. Tus nqi ntawm NB-iot chips thiab modules tau poob qis heev nyob rau xyoo tas los no, uas kuj pab tau cov tuam txhab thov. Qhov thib ob, nws yog kev sib xyaw ua ke ntawm cov khoom. Txhawm rau teb rau qhov teeb meem no, ntau lub tuam txhab tsim khoom kuj tseem tab tom sim ua kom muaj kev sib tw sib txawv ntawm theem khoom.
Lub sijhawm tshaj tawm: Lub Yim Hli-22-2022