New trends in the global cellular IoT module market structure: NB-IoT, Cat 1 are gaining momentum
M H 01 big event
New trends in the global cellular IoT module market structure: NB-IoT, Cat 1 are gaining momentum
Recently, IoT Analytics, an IoT market research organization, released the latest Global Cellular IoT Module Tracking Report. The data shows that the global cellular IoT module market size in 2020 is 3.1 billion US dollars, a year-on-year decrease of 8%. The decline in revenue is mainly due to the global outbreak of the new crown pneumonia, which has caused heavy losses to the IoT market. Many overseas IoT deployment and application plans forced to cancel.
The situation in China is different. In 2020, in contrast to the decline in cellular IoT module shipments in the rest of the world, China’s cellular IoT module shipments bucked the trend and increased by 14% year-on-year.
According to the latest data from the Ministry of Industry and Information Technology, as of the end of April 2021, the number of cellular IoT connections developed by the three operators was 1.236 billion, a net increase of 100 million over the end of the previous year in the first four months alone. In fact, the net increase in 2020 is only 108 million. After the deceleration in 2020, the number of domestic cellular IoT connections will return to a rapid growth trend in 2021. Correspondingly, it can be expected that cellular IoT module shipments will increase in 2021. It will also be achieved far beyond 2020.
——Source: ulinkmedia https://www.163.com/dy/article/GAOSVUJG0511QE18.html
02 Industry dynamics
Taosi Data recently announced the completion of $47 million in Series B financing
The investor is led by Matrix Partners China, followed by Sequoia Capital China Fund, Index Capital, GGV Capital, and Index Capital as the exclusive financial advisor for this round.
Founded in 2017, Taosi Data focuses on the storage, query, analysis and calculation of time series space big data. By not relying on any open source or third-party software, Taosi Data has developed a high-performance, high-reliability, scalable, and zero-management IoT big data platform “TDengine” with independent intellectual property rights and independent control. It is understood that the platform can be widely used in the Internet of Things, Industrial Internet, Internet of Vehicles, IT operation and maintenance and other fields. In July 2019, “TDengine” was officially open sourced to the outside world, and quickly jumped to the top of the GitHub community trend ranking, gaining 15,000+ Stars, and the number of Forks has exceeded 3,000, making it the most popular open source project.
——Source: SynTao Venture Capital Network https://www.163.com/dy/article/GAQ5I6GQ0538700Y.html
03 IoT political knowledge
The Hunan Provincial Department of Industry and Information Technology released the provincial industrial Internet platform construction plan in 2021
Recently, the Hunan Provincial Department of Industry and Information Technology released the Hunan Provincial Provincial Industrial Internet Platform Construction Plan in 2021, and 22 industrial Internet platforms including CRCC Smart Enterprise Brain and CommScope Communication Industrial Internet Platform are listed.
The provincial industrial Internet platform construction plan announced this time includes not only the platforms that were included in the construction plan in 2019 and 2020 but have not yet been accepted and can be completed and operated by the end of the year, but also selected a batch of new ones under construction and planned to be completed and operated by the end of the year. Platform, highlighting the dynamic management of provincial industrial Internet platform construction plans. Among them, 14 new platforms under construction, including the Yanjinpuzi Food Industry Internet Platform constructed by Yanjinpuzi, and the CommScope Communication Industrial Internet Platform constructed by Hunan CommScope Communication, are included in this completion plan.
The relevant person in charge of the Hunan Provincial Department of Industry and Information Technology introduced that the 22 provincial industrial Internet platform construction plans released this time include enterprise-level platforms, specific field and industry-level platforms, and third-party empowerment platforms, of which 13 are enterprise-level platforms. There are 8 platforms in specific fields and industries, and 1 platform at the regional level. The completion and operation of this batch of platforms will further optimize the province’s industrial Internet platform system.
——Source: Red Net https://baijiahao.baidu.com/s?id=1700628952666570275&wfr=spider&for=pc
04 Information Navigation
Academician Wu Hequan: Industrial Internet security should start with data encryption
“The Industrial Internet does not start from the digital brain, nor does it start from the platform, but more importantly, it starts from the underlying sensor. Since the sensor itself is relatively simple, it cannot add a large number of security protection functions, and the number is large, and it is easy to become a stronghold of attacks. Therefore, the sensor faces greater security risks, and encryption measures should be taken.” Wu Hequan, academician of the Chinese Academy of Engineering, said at the 5th World Intelligence Conference held recently.
The sensor cannot withstand excessive power consumption and excessive delay, so the key needs to be simple and strong enough, but this is relatively difficult. Therefore, he proposed a joint encryption method of “point-to-multipoint” or even “multipoint-to-multipoint” to simplify the encryption process. Wu Hequan suggested that network security should pay equal attention to technological innovation and management, as well as sharing threat intelligence and collaborative linkage between upstream and downstream of the industry chain, so as to improve the ecology. Of course, the key is for the industrial Internet to find a way to make the enterprise network of the factory into an internal network, not to connect to the external network. security impact.
——Source: People’s Information https://baijiahao.baidu.com/s?id=1700718910670490765&wfr=spider&for=pc
05 Other information
Actively deploy smart parking in many places to help the development of smart cities
Recently, the General Office of the State Council forwarded the opinions of the National Development and Reform Commission, the Ministry of Housing and Urban-Rural Development and other four departments on promoting the development of urban parking facilities, focusing on strengthening planning and guidance, and promoting the construction of urban parking facilities in a market-oriented and legalized manner. It also mentioned that the improvement of quality and efficiency of parking facilities should be accelerated, the management of parking information should be optimized, and intelligent parking services should be promoted. Faced with the characteristics of the large gap in urban parking demand and the low utilization rate of parking spaces in China, the development of smart parking has become an important link in solving traffic problems and improving people’s travel, and is also a key link in building a smart city. With the strong support of the government, smart parking projects have been actively deployed in many places, so as to provide a good prescription for the city’s smart construction.
At the end of April this year, the Ministry of Housing and Urban-Rural Development and the Ministry of Industry and Information Technology issued a notice to determine the six cities of Beijing, Shanghai, Guangzhou, Wuhan, Changsha and Wuxi as the first batch of pilot cities for the coordinated development of smart city infrastructure and intelligent connected vehicles , requiring pilot cities to accurately grasp the content of the pilot program for the coordinated development of smart city infrastructure and intelligent networked vehicles, build “smart roads”, deploy “smart cars”, and build a “car city network” platform.
——Source: Sohu https://www.sohu.com/a/456043503_120670819
06 Small things say
The epidemic is not over yet. China can be described as a bug in the construction and development of the Internet of Things. Since 2020, the construction speed of the Internet of Things has not decreased but increased; it can be said that the scenery is unique here. And we have integrated the application of the Internet of Things into the anti-epidemic work. Infrared imagers, remote cloud conference equipment, and intelligent robots that you can often see are all terminal devices of the Internet of Things. Do you remember? In the previous news, we also mentioned the use of color-changing RFID to detect whether the storage temperature of vaccines is up to standard.
At the same time, we also see that with the acceleration of urbanization, urban diseases are slowly emerging. More and more cities have the problem of parking difficulties, especially in first- and second-tier cities. To solve this problem, the Internet of Things is also an indispensable part. Many cities have begun to implement smart parking. How effective, let us wait and see.
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