Inzira yo gusimbuka ya interineti ya terefone zigendanwa z'ibintu bya Chip Racetrack
Chip ya interineti ya terefone zigendanwa yerekeza kuri chip yo guhuza itumanaho ishingiye kuri sisitemu y'umuyoboro w'itumanaho, ikoreshwa cyane cyane mu guhindura no gukuraho ibimenyetso bidafite umugozi. Ni chip ikomeye cyane.
Gukundwa kw'iyi sosiyete byatangiye kuri NB-iot. Mu 2016, nyuma y'uko igipimo cya NB-iot gihagaze, isoko ryatangiye iterambere ridasanzwe. Ku ruhande rumwe, NB-iot yasobanuye icyerekezo gishobora guhuza imikorere ya miliyari mirongo y'itumanaho riciriritse, ku rundi ruhande, ishyirwaho ry'iri koranabuhanga ryagizwemo uruhare rukomeye na Huawei n'izindi nganda zo mu gihugu, zifite ubwisanzure bwo hejuru. Kandi ku murongo umwe wo gutangira mu gihugu no mu mahanga, ni amahirwe meza ku ikoranabuhanga ryo mu gihugu kugira ngo rihure n'abanyamahanga bahanganye, bityo, ryanashyigikiwe cyane na politiki.
Bityo, hari ibigo byinshi bishya bikoresha ikoranabuhanga rya terefone mu gihugu na byo bikoresha iryo koranabuhanga.
Nyuma ya NB-iot, urujya n'uruza rw'ama-chips ya interineti ya telefoni ni ama-chips ya 5G. Gukundwa kwa 5G ntabwo bivugwa hano. Ariko, ugereranije na ma-chips ya NB-iot, ubushakashatsi n'iterambere rya ma-chips yihuta ya 5G biragoye, kandi ibisabwa ku mpano n'ishoramari nabyo biriyongera cyane. Amasosiyete menshi mato n'aciriritse ya terefone yibanda ku ikoranabuhanga rindi, CAT.1.
Nyuma y'imyaka myinshi isoko rihinduranya, isoko ryasanze nubwo NB-IoT ifite ibyiza byinshi mu gukoresha ingufu n'ikiguzi, ifite n'imbogamizi nyinshi, cyane cyane mu bijyanye no kugenda no gukoresha ijwi, ibyo bikaba bigabanya porogaramu nyinshi. Kubwibyo, mu rwego rwo gukuraho umuyoboro wa 2G, LTE-Cat.1, nk'uburyo buke bwa 4G, yakoze porogaramu nyinshi zo guhuza 2G.
Nyuma ya Cat.1, ni iki gikurikiraho? Wenda ni 5G Red-Cap, wenda ni chip ishingiye ku hantu ya 5G, wenda ni ikindi kintu, ariko ikizwi ni uko itumanaho rya telefoni zigendanwa riri mu bihe bikomeye, aho hari ikoranabuhanga rishya rigiye guhaza ibyifuzo bitandukanye bya IoT.
Isoko rya interineti y'ibintu rigendanwa naryo ririmo gukura vuba
Dukurikije amakuru agezweho ku isoko:
Kohereza utwuma twa NB-iot mu Bushinwa twarenze miliyoni 100 mu 2021, kandi ikintu cy'ingenzi gikoreshwa ni ugusoma metero. Kuva uyu mwaka, ubwo icyorezo cyagarukaga, kohereza ibikoresho bya smart door sensor bishingiye kuri NB-iot ku isoko nabyo byariyongereye, bigera ku rwego rwa miliyoni icumi. Uretse "kubaho no gupfa" mu Bushinwa, abacuruzi ba NB-iot bo mu gihugu barimo no kwaguka vuba amasoko yo mu mahanga.
Mu mwaka wa mbere w’icyorezo cya CAT. 1 mu 2020, ibicuruzwa byoherejwe ku isoko byageze kuri miliyoni mirongo, naho mu 2021, ibicuruzwa byoherejwe bigera kuri miliyoni zirenga 100. Bivuye mu nyungu zo gukuraho umuyoboro wa 2G, CAT. 1 yinjiriye ku isoko yihuta, ariko nyuma yo kwinjira mu 2022, icyifuzo cy’isoko cyagabanutse cyane.
Uretse telefoni zigendanwa, PCS, tableti n'ibindi bicuruzwa, kohereza CPE n'ibindi bicuruzwa ni byo bintu by'ingenzi bikura mu iterambere ry'itumanaho ryihuse rya 5G.
Birumvikana ko mu bunini, umubare w'ibikoresho bya iot bya telefoni ntabwo ari munini nk'umubare w'ibikoresho bito bidafite insinga nka Bluetooth na wifi, ariko agaciro k'isoko ni ingenzi.
Kugeza ubu, igiciro cya chip ya Bluetooth ku isoko kirahendutse cyane. Mu ma chip yo mu gihugu, chip ya Bluetooth yo hasi ikoreshwa mu kohereza amajwi ni hagati ya yuan 1.3-1.5, mu gihe igiciro cya chip ya BLE ari yuan 2.
Igiciro cya chips za terefone ni kinini cyane. Kuri ubu, chips za NB-iot zihendutse zigura hafi $1-2, naho chips za 5G zihenze cyane zigura imibare itatu.
Niba rero umubare w'itumanaho rikoresha imbuga za iot zigendanwa ushobora kwiyongera, agaciro k'isoko karakwiye kwitezweho. Byongeye kandi, ugereranyije na Bluetooth, wifi n'izindi koranabuhanga nto zikoresha imbuga za iot zigendanwa zifite ubushobozi bwo kwinjira no kwinjirira ku isoko.
Isoko rya internet ya terefone zigendanwa ry’ibintu rirushaho guhatana
Mu myaka ya vuba aha, inganda zikora chips zahawe inkunga idasanzwe, bityo bigatuma havuka ibigo bitandukanye bishya, kimwe n'isoko ry'imbere mu gihugu rya chips za internet ya terefone zigendanwa.
Uretse Haisi (yashenywe kubera impamvu zizwi cyane), Unigroup ubu iri gukura mu cyiciro cya mbere cy'isoko rya chip za terefone zigendanwa mu gihugu, aho chip za 5G zisanzwe ziri ku isoko rya telefoni zigendanwa. Mu isoko mpuzamahanga rya internet ya terefone zigendanwa (IOT) module chips mu gihembwe cya mbere cya 2022, Unisplendour yaje ku mwanya wa kabiri n'imigabane ya 25% naho Oppland iza ku mwanya wa gatatu n'imigabane ya 7%, nk'uko Counterpoint ibitangaza. Isosiyete zihinduranya core, core wing, Haisi n'izindi sosiyete zo mu gihugu nazo ziri ku rutonde. Unigroup na ASR ubu ni zo "duopoly" ku isoko rya chip za CAT.1 mu gihugu, ariko izindi sosiyete nyinshi zo mu gihugu nazo zikora uko zishoboye kose kugira ngo ziteze imbere chip za CAT.1.
Mu isoko rya chip za NB-iot, biraryoshye cyane, hari ibyuma byinshi bikoresha chip mu gihugu nka Haisi, Unigroup, ASR, core wing, mobile core, Zhilian An, Huiting Technology, core image semiconductor, Nuoling, Wuai Yida, particle micro n'ibindi.
Iyo hari abakinnyi benshi ku isoko, biroroshye gutsindwa. Mbere na mbere, hari intambara y'ibiciro. Igiciro cya chips na modules bya NB-iot cyagabanutse cyane mu myaka ya vuba aha, ibyo bikaba binagirira akamaro ibigo bikoresha porogaramu. Icya kabiri, ni uguhuza ibicuruzwa. Mu gukemura iki kibazo, abakora ibicuruzwa bitandukanye nabo bagerageza cyane gukora irushanwa ritandukanye ku rwego rw'ibicuruzwa.
Igihe cyo kohereza: Kanama-22-2022