Análise de oportunidades de investimento na indústria NB-IoT
NB-IoT industry investment opportunity analysis
1) 5G is the era of the Internet of Everything. The technical standards of uRLLC and mMTC, which have the most IoT characteristics, have not yet been finalized. However, along with the consensus of 3GPP different application scenarios corresponding to different technical standards, NB-IoT will have a place in the 5G era.
2) For different wireless access technologies, God is fair, and will not lock the door while closing the window. There are enough application scenarios, different business models, and there is no one technology package to dominate the world. The technical indicators are also balanced by compromise. NB-IoT sacrifices transmission rate and mobility, and pursues low cost and low power consumption. The most suitable application scenarios are remote meter reading, public facility monitoring, and intelligent parking.
3) The application scenarios corresponding to different wireless access technologies may overlap but complement each other, but they are not necessarily opposed or competitive. If the limitations of application scenarios are ignored, all wireless communication technologies will fall into disorderly competition. Through application scenarios, boundaries can be divided to promote the orderly development of technologies, hybrid networking, and differentiated and complementary partnerships.
4) NB-IoT and LoRa are two technologies that are often placed on opposite sides. The application scenarios of the two overlap, both of which are for low-power and wide-coverage application scenarios such as metering, agriculture, and asset management. The biggest difference between the two is not only the technology, but also the business model. The difference between authorized and unlicensed frequency bands determines the completely different business models of the two. NB-IoT operates in authorized frequency bands and follows the unified operator operating mode; LoRa operates in unlicensed frequency bands and adopts a self-organized private network mode.
5) O campo de baixo consumo de energia sem fio não é uma mina de ouro lucrativa. Embora seja esperado que o número de nós terminais seja grande, o valor do ARPU é extremamente baixo, que é um cenário de aplicativo de baixo valor agregado e é difícil despertar o interesse do operador. Portanto, como operar o modelo de negócios se tornou a chave para o desenvolvimento da indústria. É o caso da era 4G e não haverá muita mudança na era 5G.
6) Modelos de negócios, redes e preços são as três grandes montanhas que enfrentam o desenvolvimento da indústria de NB-IoT. Toda a cadeia da indústria não está ganhando dinheiro. Tornou-se um dilema. Como ativar o modelo de negócios, melhorar a relação custo-benefício da construção da rede e melhorar O espaço de lucro de cada link é o plano de longo prazo para o desenvolvimento industrial.
