The Internet of Things industry chain is "cooked"

When equipment vendors, chip vendors, telecom operators, and IoT application providers all said they were ready to promote their products, the Internet of Things really began.

“Enterprises have finally started trials and piloted IoT solutions,” said Hong Guanzhong, managing director of mobile technology at Accenture Greater China and head of the Internet of Things business. In an interview with China Business News, “2016, a large number of IoT-based The project will quickly enter commercial promotion, and business models and services that have never been seen before will emerge in an endless stream."

In the past year, the World Mobile Communications Exhibition (MWC) IoT part was more technical display of all parties in the industry chain. The "First Financial Daily" Barcelona report team saw at the MWC2016 site that IoT products are emerging in this exhibition showcasing ICT forward-looking technologies and products.

The connection will not only be greatly extended in personal smart devices, but more importantly, the drive industry will be interconnected, and the current products and services will be greatly changed in the fields of industry, agriculture and transportation, bringing a new business model.

Internet of Things products landing

On February 23, Ericsson announced in MWC2016 that it will cooperate fully with Geely Automobile to manage the “Internet Car” of different platform brands and different models under the Geely Automobile Group on a platform, through the Connected Vehicle Cloud provided by Ericsson. All the core functions are called "CVC".

Different from the previous move of the Internet to the car, the real "car network" needs to solve the connection between the cars, the cars and the surrounding pedestrians, the environment and the data exchange to realize the intelligentization of the car. The cooperation between the two parties makes the initial interaction possible: in terms of safety, the car can sense the danger of slipping and automatically issue an alarm, which can realize the fuel consumption of the vehicle, automatic monitoring of the running data, and even feel that it is “discomfort” and automatically 4S shop or designated repair station to make an appointment for repair.

Huawei expects that by 2025, 4 billion broadband users will be added globally, and more than 100 billion of them will be connected. It is more than 100 times the number of connections now, and the traffic consumed by each person will increase by more than 500 times. Shang Bing, chairman of China Mobile, also said at the GSMA conference in Barcelona that according to relevant forecasts, the global market connection will reach 50 billion in 2020, and the number of connections in the Chinese market is expected to exceed 10 billion.

The new connection comes in part from the extension of personal smart devices from mobile phones to smart wearable devices and smart home devices. The vast majority of new connections come from M2M (machine to machine), object and object connections.

As early as 2013, Michelin Tire Inc. added sensor equipment to engines and tires to collect data on fuel consumption, tire pressure, speed and position, and transmitted it to the cloud for analysis and to fleet managers. propose. General Electric's Taleris provides fleet optimization services to more than 30 aviation companies around the world, comprehensive monitoring of aircraft components and systems through sensing equipment, and an analysis team to track aircraft engineering systems and overall operations to analyze anomalies The root cause of the phenomenon determines when parts are replaced or repaired.

What is the "Internet of Everything"? Intel introduced a temperature-sensing porcelain cup; Ericsson even believes that paper and glass windows can be networked, and some of its networking devices are used in industrial fields, such as remotely operated robotic arms to complete the task of assembling screws. At the MWC2016 Huawei booth, Huawei and its partners brought connected trash cans and dog rings.

The power of evolution

As early as a few years ago, the concept of "Internet of Things" was heated up for a while, and then disappeared. When the 3G was just getting started and the network just extended from the PC to the smartphone, it was too far away to talk about "Internet of Everything". Although Intel has already established an embedded business unit to provide embedded chips in the industrial control field, wireless connection technology is not mature at this time.

The real start is 4G. Compared with 3G, the theoretical peak rate of 4G mobile network has increased by more than 10 times. It is possible to transmit data at high speed, and the imagination space of “Internet of Everything” is opened at 5G. The European Union established the METIS project led by Ericsson. In 2013, China established the IMT2020 (5G) promotion group.

For the 5G vision, the parties have different expressions but the meanings are similar. The IMT2020 (5G) push group is based on fiber-optic access rate, zero-latency experience, connection capacity of 100 billion devices, ultra-high traffic density, ultra-high connection density and ultra-high mobility. Consistent service.

Global wireless and communication equipment suppliers such as Ericsson, Huawei, and ZTE launched the research on 5G and launched the corresponding early stage before the ITU (ITU) formulated the 2020 ICT development goals at the International Plenipotentiary Conference in 2014. Equipment, only a comparison of the peak transmission rate, if the evolution of 4G to 3G is improved, and the evolution of 5G to 4G, the improvement is a revolution at the qualitative level. Although the manufacturer proposed the 4G+ concept to make up for the middle gap.

Compared with 4G to 5G mobile communication technology, it is necessary to gradually realize the revolutionary speed and delay, to solve the connection and data interaction between smart devices, such as intelligent transportation, with higher reliability and low power consumption. The connection of industry, buildings, etc., supports massive data bursts with superior network capacity.

The industry generally believes that 5G will be realized around 2020. However, this does not affect wireless and communication equipment vendors who want to realize the commercial interests of technology research and development to promote their 4G+ or Pre 5G technology solutions to operators, and apply 5G or quasi 5G technologies in their eyes such as 3D-MIMO and CA to upgrade existing ones. 4G network. Although, the international standard organization 3GPP has just started the standardization work for 5G.

The true meaning of "Internet of Everything" was originally prepared for 5G, but in the process of 4G to 4G+ evolution, it was unexpectedly "premature."

China, which hopes to lead the global wireless communication technology standard in the 5G era, has become the fastest growing country in the world and the most active 5G R&D supporter. The Chinese operators actually undertake the heavy responsibility of network deployment. In 2014 and 2015, Chinese operators, whose revenues and profit growth tend to stagnate or even decline, invest more than 100 billion yuan in network construction every year. They must upgrade their networks, in addition to their responsibilities and missions, and because they are behind, they may lose their competitiveness.

For chip makers, Intel, which established the embedded division many years ago, has renamed the division the Internet of Things division. This division is one of the most growing sectors of Intel's divisions.

In 2014, when our reporter interviewed three equipment vendors (Huawei, Ericsson, ZTE) executives, these companies just proposed 5G vision, although they have developed 5G base station verification equipment, but what is 5G technology for what is 5G technology? The opinions are not uniform. CA, 3D-MIMO, etc. have achieved consensus on the promotion of 5G technology, and persuaded global operators, especially 4G's fast-growing Chinese operators to deploy 4G+ and 4G+ networks, which has become the premise of the current Internet of Things.

Intel, Qualcomm and other chip companies also agree with the concept of 4G+, the Internet of Everything, and quickly launched its chip and convenient development platform. Now, they only need more application companies such as Geely Automobile and Michelin, and the initial development of the Internet of Things industry.

What changed?

From now on, people will prepare new products and business models under new technology and let go of their imagination.

Now, we have smart phones and less mature smart watches, but today's mobile phones and smart watches can't fully adapt to the Internet of Things environment. It needs clearer positioning and adapts to the rapid growth of data traffic and network connection speed every year. Data show that in 2015, China's data traffic consumption has more than doubled; because of 4G+ rapid deployment, mobile network connection speed is expected to reach more than three times that of China's 4G implementation within two years.

Artificial intelligence will grow rapidly. Japan hopes that the humanoid answering robot will be admitted to the University of Tokyo in 2021, and an artificial intelligence plan in China is also to allow a humanoid answering robot to be admitted to a university within three to five years. Liu Qingfeng, chairman of Keda Xunfei, predicted that in three to five years, robots may enter the family and perform services such as tea dumping.

Imagining a larger industrial Internet of Things will not only help companies improve productivity and efficiency, but also bring new markets and business models.

Accenture's Industrial Internet of Things report to the First Financial Daily reporter pointed out that by 2030, the industrial Internet of Things capital investment and its productivity increase are expected to contribute to the United States cumulative GDP (GDP) 6.1 Trillions of dollars, if the United States invests 50% in industrial IoT technology and creates more favorable conditions for its development (such as upgrading relevant skills and improving broadband networks, etc.), then by 2030, the Industrial Internet of Things is expected to be US GDP. Creating $7.1 trillion will increase US GDP by 2.3% over conventional forecasts.

“Enterprises can provide new services, improve products and enter new markets, and achieve industrial upgrading through the Industrial Internet of Things. Even those companies that do not sell products, such as virtual imaging companies, can take advantage of this opportunity to expand their business. To the field of digital services." The above report pointed out.

“In order to increase revenue, industrial enterprises sell their products by service sales. This 'product + service' hybrid business model enables companies to use digital services to obtain recurring benefits by combining sales and leasing of products. A new source of revenue," said Wu Lineng, managing director of Accenture Digital Technology Services Greater China.

"China's 'Internet +' strategy will promote the sharing of economic, intelligent manufacturing, smart home and other emerging formats, and thus create a huge demand for information consumption. For operators, the demand for emerging services such as video, medical, education, and finance on the mobile side is strong. It can not only drive the rapid growth of traffic, but also bring a broad market for digital services." Shang Bing said at the GSMA Annual Conference on the 23rd.

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