Mu isoko ryose rya IoT rya terefone, "igiciro gito", "involution", "umupaka muto wa tekiniki" n'andi magambo biba module ibigo bidashobora gukuraho spell, iyahoze ari NB-IoT, LTE Cat.1 bis ihari. Nubwo iki kintu cyibanzweho cyane cyane muri module link, ariko kikaba ari loop, module "igiciro gito" nayo izagira ingaruka kuri chip link, LTE Cat.1 bis module profitability space compression izatuma LTE Cat.1 bis chip irushaho kugabanuka.
Muri urwo rwego, hari ibigo bimwe na bimwe by’ubucuruzi bw’ibikoresho bikoresha chip byinjira ku isoko rimwe ku rindi, ibyo bikazatuma ipiganwa rirushaho kwiyongera.
Mbere na mbere, isoko rinini ryakuruye imiterere y’inganda nyinshi zikora utwuma tw’itumanaho, kandi isoko ni rinini cyane ku buryo nubwo igipimo cyaba kiri hasi cyane, ingano yacyo ntabwo ari nto.
Ku rugero runaka, inzira y’iterambere rya chip ya LTE Cat.1 bis na module ya LTE Cat.1 bis ishobora kuguma mu cyerekezo kimwe, ariko hari itandukaniro ry’igihe, bityo imiterere y’ibyoherezwa n’icyerekezo cya chip ya LTE Cat.1 bis muri iyi myaka bishobora kwerekeza ku cy’icyiciro cya module ya LTE Cat.1 bis.
Dukurikije ubushakashatsi n'imibare byakozwe n'ikigo cy’ubushakashatsi cya AIoT, kohereza LTE Cat.1 bis modules mu myaka mike ishize bigaragazwa ku ishusho iri hepfo (umubare muto wa modules zoherejwe mu gihe cya mbere ahanini zari LTE Cat.1 modules).
Bigaragara ko umubare w’ibicuruzwa bya LTE Cat.1 bis chips ushobora gukomeza kwiyongera mu myaka mike iri imbere. Muri uru rwego, nubwo isoko ry’ibigo bya chips ryaba rito cyane, ku bigo byinjira ku isoko muri iki gihe kandi bishobora gufata isoko neza, ingano y’ibyo bicuruzwa ntibikwiye gusuzugurwa.
Icya kabiri, interineti igendanwa y’ibintu bigendanwa mu iterambere ry’itumanaho igiye gutera imbere, ikoranabuhanga rishobora kuba rito cyane, abashya bahitamo bike kurushaho.
Nkuko twese tubizi, ikoranabuhanga ry'itumanaho rya telefoni zigendanwa ryagiye riba igisekuruza cyo kuvugurura no gusimbuza, uhereye ku miterere y'ikoreshwa n'iterambere ririho ubu, 2G/3G ihanganye n'igihe cyo gusezera, NB-IoT, LTE Cat.4 n'izindi gahunda zo guhangana nazo ziragenwa, ayo masoko nta mpamvu yo kwinjiramo. Hanyuma, amahitamo yonyine aboneka ni 5G, Redcap, na LTE Cat.1 bis.
Ku bigo bishaka kwinjira ku isoko rya IoT rikoresha telefoni zigendanwa, byinshi muri byo ni ibigo bishya byashinzwe mu mwaka umwe cyangwa ibiri ishize, ugereranije n'abacuruzi basanzwe bacuruza utumashini duto cyangwa ibigo bimaze imyaka myinshi bihanganye muri urwo rwego, nta nyungu bifite mu bijyanye n'ikoranabuhanga n'imari, mu gihe ikoranabuhanga rya 5G riri hejuru, kandi ishoramari rya mbere mu bushakashatsi no mu iterambere naryo ni rinini, bityo birakwiye guhitamo LTE Cat.1 bis nk'ahantu ho gutera imbere.
Amaherezo, imikorere si ikibazo, igiciro ni gito ku isoko.
Chipu ya LTE Cat.1 bis ishobora guhaza ibyifuzo byinshi by’inganda za IoT. Bitewe n’imbibi zisobanutse neza z’ibikenewe n’inganda zitandukanye, kuva ku buryo bugoye bwo gushushanya chip, kudahindagurika kwa porogaramu, koroshya imikorere, kugenzura ikiguzi n’ibindi bintu, amasosiyete ya chip ashobora gukora uruvange rw’ibintu bitandukanye kugira ngo ahuze n’ibikenewe mu bihe bitandukanye bya IoT.
Ku bwinshi bwa porogaramu za IoT, ibisabwa kugira ngo ibicuruzwa bikore neza ntabwo biri hejuru, ahubwo ni ukugira ngo bihuze n'ibikenewe by'ibanze. Bityo rero, irushanwa rikomeye riri ku giciro, byaba byiza, mu gihe amasosiyete yiteguye kunguka kugira ngo yigarurire isoko.
Dukurikije ibyari biteganijwe muri uyu mwaka, Zilight Zhanrui yohereje ibintu biri munsi y’umwaka ushize, ibice bigera kuri miliyoni 40; ASR y’ibanze n’umwaka ushize hafi kimwe, kugira ngo ikomeze kohereza ibintu miliyoni 55. Kandi mu iterambere ryihuse ry’uyu mwaka, ibicuruzwa bitangwa buri mwaka biteganijwe ko bigera kuri miliyoni 50, cyangwa bizabangamira imiterere ya "double oligopoly". Uretse ibi bitatu, amasosiyete akomeye ya chip nka core wing information technology, wisdom of security, core rising technology, azatangira kohereza miliyoni muri uyu mwaka, ibyoherejwe byose hamwe ni miliyoni 5.
Biteganijwe ko kuva mu 2023 kugeza mu 2024, urwego rwo gushyira LTE Cat.1 bis mu bikorwa ruzongera kwiyongera cyane, cyane cyane kugira ngo rusimbuze isoko ry’imigabane rya 2G, ndetse no gushishikariza isoko rishya ry’udushya, kandi hazabaho izindi nganda nyinshi za chip zigendanwa zo kwinjiramo.
Igihe cyo kohereza: 13 Nyakanga-2023