Kuqhuma I-inthanethi Yeselula Yezinto I-Chip Racetrack
I-chip ye-inthanethi yeselula Yezinto isho i-chip yokuxhumana esekelwe ohlelweni lwenethiwekhi yenkampani yenethiwekhi, esetshenziswa kakhulukazi ukumodela kanye nokudiliza amasignali angenantambo. Kuyi-chip eyisisekelo kakhulu.
Ukuduma kwalo mbuthano kuqale ku-NB-iot. Ngo-2016, ngemuva kokuthi izinga le-NB-iot liqandisiwe, imakethe yaqala ukukhuphuka okungakaze kubonwe ngaphambili. Ngakolunye uhlangothi, i-NB-iot ichaze umbono ongaxhuma amashumi ezigidigidi zezimo zokuxhumana ezisezingeni eliphansi, ngakolunye uhlangothi, ukumiswa okujwayelekile kwalolu buchwepheshe kwakuhileleke ngokujulile yiHuawei nabanye abakhiqizi basekhaya, ngezinga eliphezulu ukuzimela. Futhi emgqeni ofanayo wokuqala ekhaya nakwamanye amazwe, kuyithuba elihle kakhulu lobuchwepheshe basekhaya ukuze bathole izimbangi zakwamanye amazwe, ngakho-ke, kuye kwasekelwa ngamandla inqubomgomo.
Ngakho-ke, inani lokuqaliswa kwama-chip cell asekhaya nawo asebenzisa leli thuba.
Ngemuva kwe-NB-iot, ithrafikhi elandelayo ye-inthanethi yamaselula yezinto chips ama-chips e-5G. Ukuduma kwe-5G akukhulunywa ngakho lapha. Kodwa-ke, uma kuqhathaniswa nama-chips e-NB-iot, ucwaningo nokuthuthukiswa kwama-chips anesivinini esiphezulu se-5G kunzima kakhulu, futhi izidingo zamathalenta nokutshalwa kwezimali ezinkulu nazo zikhuphuka kakhulu. Ama-chips amaningi amancane naphakathi nendawo agxile kobunye ubuchwepheshe, i-CAT.1.
Ngemva kweminyaka eminingana yokulungiswa kwemakethe, imakethe ithole ukuthi nakuba i-NB-IoT inezinzuzo ezinkulu ekusetshenzisweni kwamandla nezindleko, futhi inemikhawulo eminingi, ikakhulukazi mayelana nokuhamba nokusebenza kwezwi, okukhawulela izinhlelo zokusebenza eziningi. Ngakho-ke, kumongo wokuhoxiswa kwenethiwekhi ye-2G, i-LTE-Cat.1, njengenguqulo ephansi ye-4G, yenze inombolo enkulu yezinhlelo zokusebenza zokuxhuma kwe-2G.
Ngemva kwekati.1, yini elandelayo? Mhlawumbe i-5G Red-Cap, mhlawumbe iyi-chip esekelwe endaweni ye-5G, mhlawumbe enye into, kodwa okuqinisekileyo ukuthi ukuxhumana kwamaselula okwamanje kuphakathi kokuqhuma okuyingqophamlando, nobuchwepheshe obusha buvela ukuze buhlangabezane nezinhlobonhlobo ze-IoT. izidingo.
I-Cellular Internet of Things Market nayo ikhula ngokushesha
Ngokolwazi lwethu lwakamuva lwemakethe olutholakalayo:
Ukuthunyelwa kwama-chips e-NB-iot e-China kweqe izigidi eziyi-100 ngo-2021, futhi isimo esibaluleke kakhulu sohlelo lokusebenza ukufunda imitha. Kusukela kulo nyaka, ngokuphindeka kwalolu bhubhane, ukuthunyelwa kwemikhiqizo yezinzwa zeminyango ehlakaniphile esekelwe ku-NB-iot emakethe nakho kuye kwanda, kwafinyelela emazingeni ayizigidi eziyishumi. Ngaphezu kokuthi "phila futhi ufe" e-China, abadlali basekhaya be-NB-iot nabo bakhula ngokushesha izimakethe zaphesheya.
Ngonyaka wokuqala wokugqashuka kwe-CAT. 1 ngo-2020, ukuthunyelwa kwemakethe kwafinyelela emashumini ezigidi, kwathi ngo-2021, ukuthunyelwa kwafinyelela ngaphezu kwezigidi eziyi-100. Uzuza kusukela ku-dividend yenkathi yokuhoxiswa kwenethiwekhi ye-2G, ukungena kwemakethe ye-CAT. 1 ibishesha, kepha ngemuva kokungena ngo-2022, isidingo semakethe sehle kakhulu.
Ngaphandle kwezingcingo eziphathwayo, i-PCS, amaphilisi neminye imikhiqizo, ukuthunyelwa kwe-CPE neminye imikhiqizo yizindawo eziyinhloko zokukhula kwe-5G yokuxhuma ngesivinini esikhulu.
Yiqiniso, ngokobukhulu, inani lamadivayisi we-iot weselula alilikhulu njengenani lemikhiqizo emincane engenazintambo njenge-Bluetooth ne-wifi, kodwa inani lemakethe libalulekile.
Njengamanje, intengo ye-Bluetooth chip emakethe ishibhile kakhulu. Phakathi kwama-chips asekhaya, i-chip ye-Bluetooth esezingeni eliphansi esetshenziselwa ukudlulisa umsindo icishe ibe yi-1.3-1.5 yuan, kanti intengo ye-BLE chip icishe ibe ngama-yuan ama-2.
Intengo yama-chips eselula iphezulu kakhulu. Njengamanje, ama-chips e-NB-iot ashibhe kakhulu abiza cishe u-$1-2, futhi ama-chips e-5G abiza kakhulu abiza amadijithi amathathu.
Ngakho-ke uma inani lokuxhunywa kuma-chips we-iot weselula lingasuka, inani lemakethe kufanelekile ukulibheka phambili. Ngaphezu kwalokho, uma kuqhathaniswa ne-Bluetooth, i-wifi nobunye ubuchwepheshe obuncane obungenawaya, ama-chip e-iot eselula anomkhawulo wokungena ophakeme kanye nokugxila ezimakethe okuphezulu.
Imakethe ye-chip ye-inthanethi yamaselula ekhula ngamandla
Eminyakeni yamuva nje, imboni yama-chip ithole ukwesekwa okungakaze kubonwe ngaphambili, futhi ngenxa yalokho, sekuqubuke ama-startups ahlukahlukene, njengoba kuye kwaba njalo nemakethe yasekhaya yama-chips we-Intanethi Yezinto.
Ngaphezu kwe-Haisi (eyachotshozwa ngenxa yezizathu ezaziwayo), i-Unigroup manje ikhulela esigabeni esiphezulu semakethe yasekhaya yama-chip cell, nama-chips ayo e-5G asevele emakethe yamaselula. Emakethe yamamojula e-Internet of Things (IOT) yamamojula emakethe yekota yokuqala ka-2022, i-Unisplendour ikleliswe endaweni yesibili ngesabelo esingu-25% kanti i-Oppland ikleliswe endaweni yesithathu ngesabelo esingu-7%, ngokusho kwe-Counterpoint. I-Shifting core, core wing, i-Haisi namanye amabhizinisi asekhaya nawo asohlwini. I-Unigroup kanye ne-ASR okwamanje “bayizimbaxambili” emakethe ye-chip ye-CAT.1 yasekhaya, kodwa amanye amabhizinisi asekhaya amaningana enza konke okusemandleni awo ukuthuthukisa ama-chips e-CAT.1.
Emakethe ye-chip ye-NB-iot, ijabulisa kakhulu, kunabadlali abaningi be-chip basekhaya abanjengoHaisi, Unigroup, ASR, core wing, mobile core, Zhilian An, Huiting Technology, core image semiconductor, Nuoling, Wuai Yida, particle micro. njalo njalo.
Uma kunabadlali abaningi emakethe, kulula ukulahlekelwa. Okokuqala nje, kunempi yamanani. Intengo yama-chips e-NB-iot namamojula yehle kakhulu eminyakeni yamuva nje, ephinde izuzise amabhizinisi ezicelo. Okwesibili, i-homogenization yemikhiqizo. Ukuphendula le nkinga, abakhiqizi abahlukahlukene nabo bazama ngenkuthalo ukwenza ukuncintisana okuhlukene ezingeni lomkhiqizo.
Isikhathi sokuthumela: Aug-22-2022