Can the hottest Internet of things give birth to a

Can IOT give birth to a new bat

introduction: since the concept of IOT was put forward in 1999, people have been described by scientists and the industry as an interconnected, efficient and convenient world of tomorrow. Up to now, although IOT is telling development, no giants have emerged. The biggest unknown in the next decade is whether IOT can spawn a new ba. Then the extension plan must be tracked to * Dali before taking down t

the concept of IOT was first proposed in 1999. Scientists and the industry have been describing a future world for people: all things are interconnected, efficient and convenient

when the driver makes a mistake, the car will automatically alarm; The briefcase will remind the owner of what he has forgotten; Clothes will tell the washing machine the requirements for color and water temperature. This is the picture of the IOT era described by the International Telecommunication Union in 2005. IOT can realize the connection between people, people and things, and things and things, which is called the third information wave in the industry

it is estimated that IOT will connect tens of billions or even hundreds of billions of equipment, which has been included in the national strategy level by many countries, and many giant enterprises have also rushed to layout. However, it is embarrassing that the development of the domestic IOT industry has been tepid for ten years, and there is a lack of large-scale commercial landing. In this industry, which is known as the second half of the Internet, bat has never appeared

in 2019, 5g will be commercially available. With the help of artificial intelligence, edge computing and blockchain, the biggest unknown in the next decade is: can IOT spawn a new bat

highly fragmented

the development of China's IOT industry began in 2009. This year, the concept of perceiving China was put forward, and soon after, IOT was officially listed as one of the country's emerging strategic industries. In 2012, the state promulgated the 12th Five year development plan of IOT

with the support of policies, IOT has become the most fashionable technology for a time, and its development is in full swing. The 2011 informatization blue book published by the social science literature press mentioned that at that time, all departments, local governments and enterprises attached great importance to the development of IOT, showing a phenomenon of blooming everywhere

a foam period is bound to occur after high expectations. Wang Zhengwei, Secretary General of Zhongguancun IOT industry alliance, told China Weekly that at that time, everyone rushed to build IOT, but they worked hard but failed to achieve results, so they could not land. Some enterprises also used IOT projects to circle money and land

Wang Zhengwei remembers that at that time, many demonstration projects of governments and enterprises were completed smoothly. Once they were applied on a large scale, they found it difficult to promote them. When the number of connections was small, the cost could be borne. However, the scale of IOT connections is generally over 10000 or even hundreds of thousands, and we find the cost unacceptable

in addition to cost constraints, the complexity of IOT system makes practitioners feel like blind people feel like elephants

unlike single point technologies such as cloud computing, IOT is highly fragmented. The architecture of IOT includes perception layer, transmission layer, platform layer and application layer. At that time, the market did not start system research and development from the underlying technology, but each did its own thing. Wang Zhengwei said: no one can produce world-class products like sesame seeds

in addition to technology, fragmentation is also manifested in the application level, with small amount and many kinds. Zou Debao is a senior analyst of CCID Consulting electronic information industry research center. He prefers to call IOT an ecosystem, and each part should be kept abreast of each other in order to be reflected in the application layer

now we call IOT the second half of the Internet. I think it's a little one-sided. This statement attaches importance to IOT technology and ignores industry. Zoudebao explained to China Weekly that the application level of IOT is also highly fragmented. All industries can take the express train of IOT, but the demand for IOT products varies, and barriers between industries are high

Wu Hequan, an academician of the Chinese Academy of engineering, also said publicly that for a long time, there has been fragmentation of standards and applications in IOT, which restricts the scale effect of IOT products. Without the scale of the product, the price will be difficult to decline, which in turn will affect the promotion

after 2012, the discussion of the domestic IOT gradually cooled down. But at this time, the progress of the foreign IOT began to show an upward curve. In January 2014, Google spent $3.2 billion to acquire nest, a smart home company, which led to a boom in smart hardware. Two years later, Cisco received Jasper technologies, a shopping link platform supplier

technical standards have also taken a big step forward in 2016. This year, the R13 version of Nb IOT (narrowband IOT) of 3GPP was frozen, and global operators finally had a proprietary IOT agreement based on standardization, and narrowband IOT ushered in large-scale commercial use. Narrow band IOT can realize the connection between things on the mobile network, solve the pain point of high cost of IOT before, and has the advantages of large capacity, wide coverage, low power consumption and so on. The number of IOT devices in the world also began to grow strongly, reaching 8.4 billion, surpassing the population for the first time

in 2019, the United States, South Korea, China and other countries issued 5g commercial licenses one after another. Because 5g is commercially available, 2019 ushers in a new starting point for the development of IOT. Wang Zhengwei told China Weekly

5g is not a universal favorite

5g technology has undoubtedly built a highway for the development of IOT industry. Zoudebao said

the 2018 white paper on China's 5g industry and Application Development released by CCID consultants predicts that 5g will promote the rapid increase of the scale of the IOT market. It is estimated that the number of IOT connections directly driven by 5g will reach 12.45 billion from 2020 to 2025

in the view of insiders, the main application of 5g is not so much IOT, but rather the real demand of IOT, which created and gave birth to 5g

Bai Tianshi, industry director of China Mobile IOT intelligent manufacturing innovation center, told China Weekly that if IOT applications are drawn into a pyramid, narrowband IOT can solve the content of the pyramid base. These applications have a large number of accesses, but the bandwidth requirements are low, and low latency is not required, such as meter reading, smoke detection, etc. The application of pyramid tip has less users than the base, but requires large bandwidth and low delay. 5g meets the needs of this part. At present, the industry has identified several typical application scenarios, such as car service, vr/ar, etc

the original collection method of IOT has technology, but it lacks path (Network). 5g has broken through this bottleneck. Gu Mingyan, deputy chief engineer of Datang fusion Communication Co., Ltd., explained to China Weekly

however, the large-scale commercial landing of IOT does not entirely depend on 5g

it's not that 5g network can bring economic effects immediately after it is built. Gu Mingyan said that the IOT of Internet of things needs the joint promotion of scientific research institutions and product suppliers in different industries and fields

in the view of insiders, 5g only solves part of the problem of the development of IOT, and is not a universal favorite. 5g in essence cannot bring development to the scale of IOT business, but only provides better conditions in the communication scene. For large-scale commercial use, it still needs revolutionary autonomy of upstream sensor technology, and more innovative applications of downstream end products. Zoudebao introduced

confusion of enterprises

Gao Yanli, deputy chief engineer of the Planning Institute of the China Academy of information and communications, once participated in the mid-term evaluation of the 13th five year plan for the development of IOT. When she contacted many enterprises, she noticed that IOT has many aspects and fragmented applications. Many enterprises dare not enter IOT rashly, but are unwilling to give up this field completely, because informatization is the general trend and cannot be separated from IOT

enterprises don't know how to build IOT, so they are very confused. Gao Yanli said

in addition to the high degree of fragmentation, zoudebao analyzed that the biggest constraint on the scale of IOT's commercial use is that advanced steel materials such as basic parts steel and high-performance marine engineering steel are the core basic capabilities of chips and sensors, which have curbed the development of domestic industries from the source. The white paper on the development of China's sensor industry (2014) shows that the import proportion of China's medium and high-end sensors is 80%, and the import proportion of sensor chips is as high as 90%

in the era of Internet of things, there is a great demand for sensors. Zou Debao said that the localization of sensors is low, and they rely too much on imports. Countries and enterprises cannot afford the high cost, which will directly affect the willingness of governments and enterprises to use IOT

the lack of standards has also become an unavoidable bottleneck in the IOT industry. The IOT white paper (2018) issued by the China Academy of communications and communications mentioned that the development progress of some important standards is slow, and it is difficult to formulate cross industry application standards, which is still difficult to meet the urgent needs of the industry and the needs of large-scale applications

Gao Yanli pointed out that IOT lacks standards in technology and application. For example, when collecting IOT information, there is no unified standard for sensor collection volume, collection protocol, back-end device connection, data format and so on. Some are just enterprise standards, and each manufacturer makes its own

different standards bring many problems, such as the same device or the same function, and the two products cannot be connected. It is important to unify standards, which may accelerate the IOT industrial cluster. During the day, Shi said

those who engage in technology do not understand the market, and those who understand the market do not understand technology. Zoudebao pointed out that another major problem of the lukewarm IOT is the lack of industrial synergy

Gao Yanli has observed the IOT market for a long time. She noticed that many application fields of IOT need tens of millions of sensing terminals, but sensor manufacturers do not understand the front-end demand, unless someone comes to them for customization, which reflects the lack of docking between the demand side and the supply side. She believes that at present, industrial synergy can only rely on the special traction of the state

smart cities, artificial intelligence, industrial interconnection and other fields are still inseparable from IOT in essence. Although there are many gaps in front of IOT at present, Gao Yanli believes that in the next decade, IOT will surely usher in an outbreak, and the problems faced by the current industry will also be solved within ten years. The market demand will reach a certain level. If the country does not have unified standards, there must be large enterprises such as bat to come forward and make standards in their own fields, and the market will be divided by giants

fly an elephant, and even the aircraft carrier

IOT has great market potential. In 2018, the scale of the global IOT industry increased from $50billion in 2008 to nearly $151billion. Even in front of the IOT industry, there are still many bottlenecks. Facing the huge market and development opportunities, no one is willing to miss the express of IOT

China Mobile has established a subsidiary, China Mobile IOT Co., Ltd., which specializes in IOT. Bai Tianshi, industry director of China Mobile IOT intelligent manufacturing innovation center, told China Weekly that in the past two years, for China Mobile and even the three major domestic operators, the large mobile communication network market is facing a bottleneck period. Everyone is increasing their investment in IOT and taking this market as a new business growth point

IOT has become the main force to increase the number of connections of communication enterprises, with obvious strategic significance. It is mentioned in the IOT white paper (2018) issued by the China Academy of communications. By the end of 2018, the number of IOT connected users of the three major domestic operators had exceeded 760million. In addition to building 5g network, operators also participate in IOT platform, communication chip, cloud, providing IOT card and other businesses

however, operators are only a link in the IOT industry, and operators alone cannot expand and complete it. In the face of the slowdown in the growth rate of mobile Internet traffic dividends, Internet companies will also focus on