Grab the three major technologies in the IoT market

The concept of the Internet of Things originated in 1999. Originally referred to as RFID-related technology, it evolved into all sensors that can transmit data to the far end of the data path, as well as remotely control the device. In 2009, Ericsson predicted that there would be 50 billion devices interconnected by 2020, and people didn't care. But in the second year, Ericsson's annual report "for the interconnection of 50 billion devices" clearly put forward this idea and changed the industrial thinking mode.

What followed was the technical battle for the Internet of Things industry, which was staged in Sigfox, LoRa and LTE-M. The most powerful controversy about the three of them is everywhere, and ultimately which technology stands out depends not on the technology itself but on the business model. These three technologies represent three business models:

1. Sigfox becomes a global IoT operator;

2. LoRa provides a technology that allows other companies' businesses to form the Internet of Things on a global scale;

3. LTE-M - Improve existing technologies and seek more benefits for network operators.

All three promise to achieve the interconnection of 50 billion devices by 2020. The winning party will bring huge profits to the supporters, and the losing party will bring losses to the supporters. The network operators are especially excited. They seem to see hope, and there are huge profits waiting for them after the smartphone. . Most people think that 50 billion, some conservative estimates of 20 billion, and some even think that can be as high as 150 billion. In Ericsson's report, it is pointed out that the necessary conditions for achieving 50 billion yuan: the integration of technology and services, providing cheap, fast, low-risk services, and increasing investment in network construction and upgrading.

However, the consumption pattern of the Internet of Things is different from that of mobile phones. Consumers are willing to pay more for mobile phones and will change their mobile phones frequently. At the same time, they hope to get more data under the same price, the network becomes the source of the data, and the consumers of the Internet of Things only need a small amount of data. The previously entrusted connection of 50 billion devices is based on the interval. Send and receive hundreds of bytes of data in a few minutes. At the same time, the value of each data is very high, so the business model must ensure that the investment and ongoing operating costs can be rewarded.

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