Industry News
In the digital age, which tracks of AIoT are popular?
The digital economy has become a new driving force for global economic development. It is based on new generation information technologies such as the Internet, big data, cloud computing, and artificial intelligence. It is centered on the development and utilization of digital resources and led by the information industry. new economic form. From 2012 to 2022, the scale of China's digital economy will grow from 11 trillion yuan to 50.2 trillion yuan. The essence of the digital economy is informatization, and the Internet of Things, as its core development element, continues to promote the construction of industrial ecology and assist the digital and intelligent transformation of industries. The Internet of Things is all-encompassing and is mainly divided into four layers - perception layer, transmission layer, platform layer and application layer. From the perception layer to the application layer, the four levels of the Internet of Things jointly promote the development of the digital economy and grow many outstanding companies. Perception layer: The perception layer is the basis of the Internet of Things. Its purpose is to obtain data and identify it, and to perceive and monitor objects through sensors, RFID, instrumentation and other equipment. The top priority for the construction of Digital China is to "consolidate the foundation for the construction of Digital China and open up the arteries of digital infrastructure." Sensors alone have an output value of 100 billion, leveraging the downstream market of more than 30 trillion made in China.
Data shows that as of December 29, 2022, there were a total of 50,664 related sensor companies in my country, of which 11,170 were in Guangdong Province, accounting for 22.05%, ranking first in the country. my country's sensor industry ecology is also gradually becoming more complete, with key enterprises in design, manufacturing, packaging and testing and other key links, such as OmniVision Group, GigaDevice, Geke Micro, etc. Transport layer: The transport layer is the "pipeline" for data transmission in the Internet of Things. It transmits and stores the data collected by the perception layer through technologies such as the Internet, mobile networks, and satellite communications. This level of digital economy is mainly reflected in the integration of network and real data. Key industries include communication modules, communication chips, communication gateways and terminal products, communication systems, etc. Common IoT transport layer protocols or technologies include Bluetooth, Wi-Fi, Cat. 1, NB-IoT, LoRaWAN, etc. Among them, cellular networks have covered 90% of the world's population and have become an indispensable part of our daily lives. One of the key technologies missing. In 2022, global cellular IoT module shipments will increase by 14% year-on-year, reaching record annual sales. It is expected that in 2030, global cellular IoT module shipments are expected to exceed 1.2 billion units, with a compound annual growth rate of 12 %, shipments are mainly driven by 5G, NB-IoT, and Cat.1 technologies. Companies such as Quectel and Fibocom have become leaders in domestic cellular modules. With their huge scale in the domestic market, shipments will rank second and third respectively in 2022
Platform layer: The platform layer is the core of data processing, analysis and application in the Internet of Things. It processes and analyzes data through cloud computing, big data and other technologies to provide services and support for the application layer. The Industrial Internet is one of the core industries at the platform level. Our country has deeply implemented the innovative development strategy of the Industrial Internet. The "Government Work Report" has made arrangements for the Industrial Internet for six consecutive years. The report shows that the industrial Internet network, platform, data and security system have been continuously improved, and the core industry scale has exceeded 1.2 trillion yuan. IDC public data shows that in 2022, the enterprise side market size of China's industrial Internet platform will reach US$2.86 billion (approximately RMB 19.2 billion). On the enterprise side of the industrial Internet platform market, platform service providers use various PaaS platforms and related applications. Provide diversified digital intelligence solutions for industrial enterprises. PaaS platforms and related applications represented by IoT, big data, AI, etc. are also important emerging incremental markets in the industrial cloud IaaS+PaaS market.
Application layer: The application layer is the ultimate goal of the Internet of Things. It uses the data processed and analyzed by the platform layer to provide services and solutions for various industries and fields. The digital economy at the application layer is mainly reflected in the promotion and implementation of smart cities, smart agriculture, smart transportation, smart campuses, smart security, smart buildings and other projects. Among them, smart industry, smart security, and smart power are the fastest growing fields. These applications The field not only creates a large number of job opportunities, but also plays a positive role in promoting economic growth. The integration of IoT technology and digital economy will create more economic benefits and social value and lead the future economic development direction. The development of subdivided areas at all levels is a potential track for relaying the construction of Digital China, and currently there are many leading companies and outstanding players in each track.
