The prospect of IoT multi-wheel drive can be expected

In recent years, China's Internet of Things industry has developed rapidly. From policy guidance and capital support to technical support and demand promotion, the future of the industry is very promising. However, the Internet of Things involves many subdivisions, and it requires the support of all sectors to truly release the industrial value and turn the prospect into reality.

Top-level design releases policy signals

In 2010, the State Council wrote the Internet of Things into the government's work report and developed it as a national strategic emerging industry. In the past five years, there have been hundreds of documents at the central level, from upstream network deployment and chip device development to encouraging applications in downstream industries.

In order to respond and cooperate with national-level guidance and planning, local governments have also issued specific action plans and landing plans for the Internet of Things. For example, in Shanghai, the use of Internet of Things technology is encouraged to establish an information management system for the entire process of garbage classification. In Guangdong, for example, in the Industrial Internet of Things, by 2020, 10,000 industrial enterprises will be promoted to use the cloud. In addition, Jiangsu, Hunan, Hubei, Henan, Shanxi and other places have IoT-related policies based on the development of each region.

Overall, both the top-level design of the central government and the implementation of local governments are releasing policy signals for the broad development prospects of the Internet of Things industry.

Innovation and blessing to improve upstream capabilities

The development of the Internet of Things industry is inseparable from the improvement of the upstream core technology level. Although there is still a certain gap between China's high-end chip devices and the leading international countries, in recent years, upstream companies in the Internet of Things have developed rapidly. In the fields of radio frequency identification, sensors, communication chips and other fields, not only are the established companies' international competitiveness improved, but also There is a burst of technological dynamism in emerging companies.

In the field of radio frequency identification, Fudan Microelectronics launched a multi-channel contactless read / write chip in 2004, breaking the monopoly of international manufacturers; in 2018, Cinda Things released the first domestic unmanned convenience that can be applied to the high temperature environment of microwave ovens. Shop electronic label. In the capital market, since Yuanwang Valley became the first mainboard listed company in China with RFID as its main business in 2007, nearly 40 companies have been active in major securities sectors since the development of the industry. It can be seen that the Internet of Things industry has brought about derivative opportunities for the development of the RFID market, and this has also spawned more market participants. According to preliminary statistics of <electronic enthusiasts>, there are more than 600 RFID companies in China.

In the field of MEMS sensors, due to the late start of China, the industry as a whole is still in the early stages of development. However, the strong market demand and relatively weak industrial foundation are also prompting the accelerated development of China's MEMS sensor industry. At present, there are manufacturers in China in the design, manufacturing, packaging and testing links, and a complete MEMS industry chain has basically been formed. In recent years, some companies have stood out, such as GoerTek, Minxin Micro, Silan Micro, etc. In addition, due to the early start of domestic packaging technology, the development of MEMS back-end packaging is relatively complete. For example, Huatian Technology, Changdian Technology, and Jingfang Technology are actively deploying advanced MEMS packaging production lines and have achieved good results.

In the field of communication technology, whether it is NB-IoT, which has been widely used in the Internet of Things industry, or mainstream stand-alone networking solution LoRa, there are companies in China that have introduced relevant chips that incorporate independent intellectual property rights. In terms of NB-IoT, Huawei Hisilicon launched the world's first official commercial chip in 2017; Ziguang Zhanrui launched the Ivy series single-chip and NB-IoT / GSM dual-mode chip in 2018; mobile core communication in 2019 In June, the first-generation NB-IoT standard terminal chip EC616 was successfully mass-produced. In terms of LoRa, both Tencent and Ali joined the LoRa Alliance in 2018; National Technology, Group Technology and others have also launched LoRa SIP chips.

In general, the independent innovation capabilities of upstream enterprises in China's Internet of Things are constantly improving. The development of related devices and chips will also provide more solid and strong underlying support for the promotion and application of Internet of Things.

Market demand to promote application landing

At present, the Internet of Things has more mature applications in security monitoring, intelligent transportation, intelligent logistics, and ubiquitous power Internet of Things. With the advancement of upstream technology and the in-depth combination of demand scenarios, the application of the Internet of Things is increasingly expanding. At this stage, smart cities, industrial Internet of things, and smart homes are the three mainstream market segments.

For example, in the aspect of Industrial Internet of Things, the driving force of industry development has been shifted from government-led to demand-driven. In particular, the industrial Internet of Things has shortened the correction cycle, predicted failures in advance, and actively monitored and prevented equivalents for the manufacturing industry, which have gradually been recognized by enterprises. In 2018, the domestic industrial Internet of Things market size was nearly 300 billion yuan, accounting for about 22% of the overall Internet of Things market size.

Diversity helps build a trillion market

Through the joint efforts of the industry, China's IoT industry chain has been basically established, and the market scale is growing rapidly. At present, the automatic control, radio frequency identification, information sensing, network communication, and cloud platform construction required for the development of the Internet of Things have basically matured, and the downstream application scenarios are also constantly expanding. Since 2017, China's Internet of Things market has entered a substantive stage of development. The annual market size has exceeded 1 trillion yuan and is expected to exceed 1.5 trillion this year.

Attach a team to make your vision a reality

The Internet of Things industry has strong policy support, as well as optimistic capital markets. At the same time, there are a variety of demand scenarios, and Internet of Things companies are also full of hope. In addition to training, there is a very important point, which is "attachment and support."

The Internet of Things is an industry in which everything is connected. No one company can completely cover all links in the upstream and downstream of the industry chain, and no one company can complete all application scenarios. Therefore, upstream and downstream enterprises need to be dependent on each other and interdependent. Upstream enterprises need to strengthen their integration with the application field and penetrate learning. The application side also needs multiple feedback requirements to join the big alliance of the Internet of Things to seize the opportunities for change. In addition, there is also a need for government and enterprise support. The development of the Internet of Things, especially the development of new areas cannot be separated from the early promotion of policies. Where is the market for a segmented field, especially a non-consumer level? What is the market space? To a large extent, it is closely related to policy planning. Therefore, enterprises also need to strengthen policy learning and communicate with relevant responsible departments, which can not only improve market sensitivity, but also help reduce business decision errors in the rapidly developing and relatively fragmented Internet of Things field.