Operators speed up the upgrade of the Internet of things 5g, the rise of Nb IOT 100 billion market is imminent

The comprehensive construction and development of 5g has opened the door to the Internet of all things. NB IOT has been constantly mature and improved. The application of Nb IOT of operators is actively accelerating the gradual withdrawal of 2G and 3G networks and upgrading to 5g. China Mobile has recently issued a notice to stop adding 2G Internet of things users by the end of 2020. China Telecom also said that with the evolution of 5g technology, it will continue to optimize and upgrade NB IOT. < / P > < p > the switching of mobile Internet of things technology from 2G / 3G to NB IOT / lte-cat1 / 5G has become a certain trend. Institutions generally predict that the Internet of things will enter a big outbreak period after 2020. 5g Internet of things continues to penetrate and integrate into traditional industries, and brings some new applications. A 100 billion level blue ocean market is ready to emerge. < / P > < p > the development of the Internet of things industry in China welcomes good news. In May this year, the Ministry of industry, information technology and information technology issued a document to further promote the comprehensive development of mobile Internet of things. It will guide new Internet of things terminals to no longer use 2G / 3G network, promote the migration of existing 2G / 3G Internet of things business to NB IOT / 4G / 5G network, use NB IOT to meet the needs of most low-speed scenarios, lte-cat1 to meet the needs of Internet of things with medium and constant speed, and 5g technology to meet the networking requirements of higher speed and low delay Demand. At the same time, Nb IOT is evolving with the global 5g standard. A few days ago, the International Telecommunication Union officially approved the Nb IOT technology submitted by China into the global 5g technical standard. This also means that Nb IOT, led by China’s industrial chain, has been widely recognized and supported by the global industrial chain in practice, and has become an important part of 5g. The market generally believes that after NB IOT officially becomes the 5g standard, most of the 2G application scenarios NB IOT can be replaced perfectly. All the equipment services based on Nb IOT in the industry can realize 5g interconnection only by carrying and using NB IOT. < / P > < p > driven by policies, operators have also accelerated the pace of upgrading the Internet of things. China Mobile has recently announced that it will stop adding 2G Internet of things users by the end of 2020, and make it clear that Nb IOT and 4G cat 1 bis technology will undertake 2G IOT business. < p > < p > as one of the earliest operators in the world to lay out NB IOT services, Tianyi IOT of China Telecom said that Nb IOT technology, as a technical standard of 5g for mmtc scenarios, was incorporated into the overall evolution path of 5g, which was a major technical direction decision. In order to give full play to the advantages of Nb network, China Telecom has recently completed the test of 3GPP R14 version of Nb IOT in five provinces. In the future, China Telecom will continue to optimize and upgrade the Nb network. < / P > < p > at the same time, operators have begun to increase the code of cat. 1. Among them, China Unicom’s Internet of things has recently officially released the “Yanfei cat 1” module, which is independently designed and produced nationwide. At present, China Unicom’s LTE network has opened with cat 1 capability, realizing seamless connection of business opening. As early as 2016, China Telecom released the commercial plan of cat 1 to realize the end-to-end overall solution of “terminal + channel + platform”, which has been successfully implemented in various scenarios in China. < / P > < p > with the rise of 5g, cloud computing, AI and other new technologies, especially under the background that Nb IOT and LTE technologies are widely used, the mobile Internet of things has entered the stage of scale development in the past two years. According to the Ministry of industry and information technology, by the end of February this year, the three operators have developed cellular Internet of things terminal users to 1.04 billion. The number of Nb IOT base stations is developing rapidly. According to the Ministry of industry and information technology, in 2019, the total number of base stations of Nb IOT, the three major domestic operators, has reached wide area coverage. It is estimated that 1.5 million base stations will be built by 2020. At present, China Telecom has built a NB IOT network with the best coverage, the largest scale and the best frequency band in the world. The number of Nb IOT base stations exceeds 410000, and 97.8% of the Nb IOT network coverage is completed. In the future, Nb IOT will further realize the breadth and depth of coverage, which will not only provide high-quality network services to Internet of things users, but also form a large-scale substitution for 2G. < / P > < p > NB IOT users proliferated. In February, the number of Nb IOT users in China exceeded 100 million. Both China Mobile and China Telecom have more than 40 million NB IOT users, while China Unicom has more than 10 million users. China Telecom plans to develop 60 million IOT access targets this year. < / P > < p > NB IOT has become the main development direction of Internet of things applications, and all kinds of applications are booming. At present, the number of Nb IOT connections in smart gas meters, smart water meters, intelligent electric vehicles, intelligent fire protection and other application scenarios has exceeded 10 million. In 2019, China Telecom NB IOT smart gas became the first NB IOT application with a scale of more than 10 million in the world. In addition, smart streetlights, intelligent parking, intelligent door locks and other emerging large-scale applications are emerging. During this year’s epidemic, the control requirements of reducing human contact made the Internet of things play a great role. A series of innovative products, such as remote thermometer, patrol UAV, epidemic prevention robot, induction door magnet in isolation area, have been widely used in epidemic prevention and control and resumption of work. < / P > < p > with 5g business and Nb IOT brought into the 5g family, the bottleneck of the Internet of things has been solved. The mmtc has solved the needs of large-scale IOT business scenarios, and the industry applications have shown great development potential. According to counterpoint data, before 2020, most of the stock and new part of cellular IOT connections come from 2G IOT. By 2025, 2G / 3G IOT connections will be almost ignored. According to the research report released by values, the global NB IOT market size is expected to increase from $992 million in 2019 to $31.926 billion by 2026, with a compound annual growth rate of 64.2%. Chen Haifeng, general manager of China Unicom Internet of things, said that under the catalysis of 5g, IOT will usher in new development prospects. IOT’s prospect is more to connect with various industries through “wisdom” to form the transformation and upgrading of industrial Internet. < / P > < p > in the view of industry insiders, cost price is a big constraint. Although in the recent bidding of China Telecom, the price of Nb IOT module has dropped to about 12 yuan, which is lower than the price of 2G module which is about 15 yuan. However, this price is still limited to a few manufacturers. Only when the price of Nb IOT products is generally reduced to close to 2G, will the market really break out. It is worth mentioning that in the field of Nb IOT chips, at present, major chip manufacturers are actively launching NB IOT chips. Hisilica boudica200 will be commercially available in the fourth quarter of this year. Qualcomm has released a global version of the Nb IOT single-mode chip, and violet ray will release Nb2 only chip 8811 in the second half of this year. In the same way, network coverage is indispensable for application upgrading. Liu Yulin, deputy director of the information and Communication Development Department of the Ministry of industry and information technology, pointed out that the Nb IOT network coverage needs to be further improved, and the Nb IOT network coverage level in some regions can not fully meet the requirements of carrying 2G connection migration. In this regard, Liu Yulin suggested that, while speeding up the construction of 5g network, aiming at the needs of important application scenarios, further improve and optimize the quality of Nb IOT network, strengthen deep coverage, and strongly support the continuous development of various applications. In addition, the development of Nb IOT not only makes the application more intelligent, but also brings information security risks. The establishment of Nb IOT information security system also needs time and process. < / P > < p > we believe that with the support of the new infrastructure, with policy guidance, cost reduction and industrial chain development, Nb IOT will create greater value in more industries and scenarios. Continue ReadingXiaomi new machine real machine exposure center dig hole screen design or high color thousand yuan machine