Ukuqhuma kwe-inthanethi yeselula yezinto ze-Chip Racetrack
I-chip ye-inthanethi yeselula yezinto ibhekisela ku-chip yokuxhumana esekelwe ohlelweni lwenethiwekhi yenkampani, olusetshenziswa kakhulu ukuguqula nokususa izimpawu ezingenantambo. Iyi-chip eyinhloko kakhulu.
Ukuthandwa kwalesi sifunda kwaqala kusukela ku-NB-iot. Ngo-2016, ngemuva kokuba indinganiso ye-NB-iot imisiwe, imakethe yaqala ukuchuma okungakaze kubonwe. Ngakolunye uhlangothi, i-NB-iot yachaza umbono ongaxhumanisa amashumi ezigidigidi zezimo zokuxhumeka eziphansi, ngakolunye uhlangothi, ukubekwa okujwayelekile kwalolu buchwepheshe kwakuhileleke kakhulu yi-Huawei kanye nabanye abakhiqizi basekhaya, abanezinga eliphezulu lokuzimela. Futhi emgqeni ofanayo wokuqala ekhaya nakwamanye amazwe, kuyithuba elihle kakhulu lobuchwepheshe basekhaya lokuhlangana nabancintisani bangaphandle, ngakho-ke, busekelwe kakhulu yinqubomgomo.
Ngakho-ke, izinkampani eziningi ezisafufusa zama-chip zamaselula zasekhaya nazo ziyawusebenzisa lo mkhuba.
Ngemuva kwe-NB-iot, ithrafikhi elandelayo yama-chip e-inthanethi yeselula yi-5G chips. Ukuthandwa kwe-5G akukhulunywa ngakho lapha. Kodwa-ke, uma kuqhathaniswa nama-chip e-NB-iot, ucwaningo kanye nentuthuko yama-chip esivinini esiphezulu se-5G kunzima kakhulu, futhi izidingo zamakhono kanye nokutshalwa kwezimali ezinkulu nazo ziyanda kakhulu. Ama-chip amaningi amancane naphakathi aqalayo agxile kobunye ubuchwepheshe, i-CAT.1.
Ngemva kweminyaka eminingana yokulungiswa kwemakethe, imakethe ithole ukuthi yize i-NB-IoT inezinzuzo ezinkulu ekusetshenzisweni kwamandla kanye nezindleko, futhi inemikhawulo eminingi, ikakhulukazi maqondana nokusebenza kokuhamba kanye nezwi, okunciphisa izinhlelo zokusebenza eziningi. Ngakho-ke, esimweni sokuhoxiswa kwenethiwekhi ye-2G, i-LTE-Cat.1, njengenguqulo ephansi ye-4G, yenze inani elikhulu lezinhlelo zokusebenza zokuxhumeka kwe-2G.
Ngemuva kwe-Cat.1, yini elandelayo? Mhlawumbe yi-5G Red-Cap, mhlawumbe yi-chip esekelwe endaweni ye-5G, mhlawumbe kungenye into, kodwa okuqinisekile ukuthi ukuxhumana kwamaselula okwamanje kuphakathi kokuqhuma komlando, kanye nobuchwepheshe obusha obuvelayo ukuze kuhlangatshezwane nezidingo eziningi ze-IoT.
Imakethe Yezinto Zeselula nayo ikhula ngokushesha
Ngokusho kolwazi lwethu lwakamuva lwemakethe olutholakalayo:
Ukuthunyelwa kwama-chips e-NB-iot eShayina kudlule izigidi eziyi-100 ngo-2021, futhi isimo esibaluleke kakhulu sokusetshenziswa ukufunda amamitha. Kusukela kulo nyaka, ngokuphindeka kwalesi sifo, ukuthunyelwa kwemikhiqizo yezinzwa zomnyango ezihlakaniphile ngokusekelwe ku-NB-iot emakethe nakho kukhuphukile, kwafinyelela emazingeni ayizigidi eziyishumi. Ngaphezu "kokuphila nokufa" eShayina, abadlali be-NB-iot basekhaya nabo banda ngokushesha izimakethe zaphesheya kwezilwandle.
Ngonyaka wokuqala wokuqubuka kwe-CAT. 1 ngo-2020, ukuthunyelwa kwemakethe kwafinyelela amashumi ezigidi, kwathi ngo-2021, ukuthunyelwa kwafinyelela ngaphezu kwezigidi eziyi-100. Njengoba bezuza enzuzweni yesikhathi sokuhoxiswa kwenethiwekhi ye-2G, ukungena kwemakethe kwe-CAT. 1 kwakushesha, kodwa ngemva kokungena ngo-2022, isidingo semakethe sehla kakhulu.
Ngaphezu kwamafoni aphathwayo, ama-PCS, amaphilisi neminye imikhiqizo, ukuthunyelwa kwe-CPE neminye imikhiqizo kuyizindawo eziyinhloko zokukhula kokuxhumeka kwesivinini esikhulu se-5G.
Vele, ngobukhulu, inani lamadivayisi e-iot yeselula alilikhulu njengenani lemikhiqizo emincane engenantambo njenge-Bluetooth ne-wifi, kodwa inani lemakethe libalulekile.
Njengamanje, intengo ye-chip ye-Bluetooth emakethe ishibhile kakhulu. Phakathi kwama-chip asekhaya, i-chip ye-Bluetooth esezingeni eliphansi esetshenziselwa ukudlulisa umsindo ingama-yuan ayi-1.3-1.5, kanti intengo ye-chip ye-BLE ingama-yuan ayi-2.
Intengo yama-chip eselula iphakeme kakhulu. Njengamanje, ama-chip e-NB-iot ashibhile abiza cishe u-$1-2, kanti ama-chip e-5G abiza kakhulu abiza izinombolo ezintathu.
Ngakho-ke uma inani lokuxhumeka kuma-cellular iot chips lingakhula, inani lemakethe lifanele ukulilangazelela. Ngaphezu kwalokho, uma kuqhathaniswa ne-Bluetooth, i-wifi kanye nezinye ubuchwepheshe obuncane obungenantambo, ama-cellular iot chips anomkhawulo wokungena ophezulu kanye nokuhlushwa okuphezulu emakethe.
Imakethe yama-chip ye-inthanethi yezinto eziphathwayo encintisanayo iya ngokuya incintisana
Eminyakeni yamuva nje, imboni yama-chip ithole ukwesekwa okungakaze kubonwe ngaphambili, futhi ngenxa yalokho, kuye kwavela izinkampani eziningi ezintsha, njengoba kunjalo nangemakethe yasekhaya yama-chip e-inthanethi yezinto eziphathwayo.
Ngaphezu kweHaisi (eyachithwa ngezizathu ezaziwayo), i-Unigroup manje isikhula yaba yisigaba esiphezulu semakethe yama-chip eselula yasekhaya, kanti ama-chip ayo e-5G asevele esemakethe yomakhalekhukhwini. Emakethe yama-chip e-module ye-Internet of Things (IOT) yomhlaba wonke kwikota yokuqala ka-2022, i-Unisplendour ibekwe endaweni yesibili ngesabelo esingu-25% kanti i-Oppland ibekwe endaweni yesithathu ngesabelo esingu-7%, ngokusho kwe-Counterpoint. Izinkampani ezishintshayo ze-core, i-core wing, i-Haisi kanye nezinye izinkampani zasekhaya nazo zisohlwini. I-Unigroup kanye ne-ASR okwamanje “ziyi-duopoly” emakethe yama-chip e-CAT.1 yasekhaya, kodwa amanye amabhizinisi amaningana asekhaya nawo enza konke okusemandleni awo ukuthuthukisa ama-chip e-CAT.1.
Emakethe yama-chip e-NB-iot, inomdlandla kakhulu, kunezinkampani eziningi zama-chip zasekhaya ezifana neHaisi, i-Unigroup, i-ASR, i-core wing, i-mobile core, i-Zhilian An, i-Huiting Technology, i-core image semiconductor, i-Nuoling, i-Wuai Yida, i-particle micro njalo njalo.
Uma kunabadlali abaningi emakethe, kulula ukulahlekelwa. Okokuqala, kukhona impi yamanani. Intengo yama-chips nama-module e-NB-iot yehle kakhulu eminyakeni yamuva nje, okuzuzisa namabhizinisi ohlelo lokusebenza. Okwesibili, ukuhlanganiswa kwemikhiqizo. Ekuphenduleni le nkinga, abakhiqizi abahlukahlukene nabo bazama ngenkuthalo ukwenza umncintiswano ohlukile ezingeni lomkhiqizo.
Isikhathi sokuthunyelwe: Agasti-22-2022