The Impact of Shared Bicycles on the Internet of Things Industry and Analysis of the Semiconductor Industry
Since 2015, a number of orange, yellow, blue, and green bicycles with uniform color patterns have appeared on the streets of first-tier cities such as Beijing, Guangzhou, and Shenzhen. The term “shared bicycles†has also emerged. Users only need to scan and unlock the smart phone's app, and then they can use it at any time. It is very convenient. For a time, shared bicycles of various colors are scattered all over the street. Under the background of the whole concept of Internet of Things, Several major bicycle-operating companies have also become pigs on the market, and the market value has been rising. The market value of the leading representative, Mobai, has exceeded 10 billion.
As the most distinctive representative under the banner of the Internet of Things, what are the technological elements in the “shared bicycle� How will the future affect the technology and even the core semiconductor industry? IHS Markit Senior Analyst He Hui will explain the technology application of shared bicycles and the vision of the future Internet of Things.
The shared bike model is highly dependent on the growing popularity of smartphones and the ubiquitous wireless network foundation.
The key technology content of a shared bicycle lies in the application of electronic locks. Electronic locks have evolved to the third generation. Due to the large demand for wide coverage, low power consumption and large capacity, NB-IoT will be a very good choice for the next generation of technology evolution. However, due to the technical flaws in the NB-IoT connection between the base station and the base station, the other mainstream technology of IoT, the low-power scheme eMTC based on the LTE network complements this, so the fourth generation will be combined in the future. A model of NB-IoT+eMTC technology will emerge.
At present, MTK's solution is to share the most important platform providers on bicycles, accounting for more than 90% of shipments. In the second generation, almost all of them are MT6261 platforms. This platform was previously shipped on 2G function phones. The performance is very eye-catching, so it can meet the communication needs of the initial sharing of bicycles, and the price can be relatively low. In the third generation, the MT2503 still performed well. In addition, the SC6500, which was launched this year, was also put into use in the 1-step bicycle.
The following picture shows the current mainstream platform vendors that have launched or are about to launch on shared bikes.
From the planning of several mainstream platform vendors, the next step of the Internet of Things is mainly focused on the integration of NB-IoT and eMTC, and 28nm will also be the main process node. From the comparison of the following figures and some major technical parameters, it is not difficult to find out the advantages and characteristics of these two technologies in the application scenarios of the Internet of Things.
Shared bicycles provide a good model for us to build into the Internet of Things era, connecting each of us and objects through the network, and the resulting collection of big data will also be converted into a more effective life model, service. In our society and life.
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