4 thoughts on “What is the prospect of the Internet of Things?”
Wayne
The Internet of Things employment prospects are very good. The Internet of Things industry has the characteristics of industrial chain and involving multiple industrial groups. Its application scope covers almost all walks of life. The IoT major is the school with the most applications for universities after the Ministry of Education allows universities to add new majors, which also illustrates the country’s emphasis on the Internet of Things economy and the urgency of talent training. The scale of the Internet of Things industry is more than 20 times larger than that of the Internet industry, and the talents needed by the Internet of Things technology will also be magnified by millions of people each year. The basic characteristics of the Internet of Things From the perspective of communication objects and processes, the information interaction between things and things between people, people and things is the core of the Internet of Things. The basic features of the Internet of Things can be summarized as overall perception, reliable transmission and intelligent processing. The overall perception — can use radio frequency recognition, QR code, smart sensor and other perceived equipment to perceive all kinds of information of objects. The reliable transmission -By integrating the Internet and wireless networks, the information of the object is transmitted in real time and accurately in real time and accurately to share and share. Im intelligent processing — use various intelligent technologies to analyze and process the data and information transmitted to perception and transmitted, and realize the intelligence of monitoring and control.
Industry major enterprises: Dafu Technology (300134), Mengwang Group (002123), a total of shares (603118), Shenghong Technology (300476), Runhe Software (300339), Lion Technology (300603) Data: The scale of the Chinese Internet of Things market, competition in the Chinese IoT region industry overview 1, definition The net refers to the various devices such as RFID identification (RFID) device, infrared sensor, global positioning system, laser scanner and other devices such as RFID identification (RFID) devices, infrared sensors, infrared sensors, global positioning systems, and laser scanners to form an intelligent identification and management. network of. The early Internet of Things refers to the logistics network that relies on radio frequency recognition technology. With the development of technology and applications, the connotation of the Internet of Things has changed significantly. At this stage, the Internet of Things refers to the deployment of various information sensing devices with certain perception, computing capabilities, and execution capabilities in the entity of the physical world. The interconnection of information exchange needs between people, things and things. The Internet of Things rely on a variety of information acquisition technology, including sensors, radio frequency recognition (RFID), QR code, multimedia collection technology, etc. Several key links of the Internet of Things can be summarized as “perception, transmission, and processing.” 2, analysis of the industrial chain: There are four major levels The so -called industrial chain, which is a value chain formed by the industry collection of the same or similar products. The contact industry revolves around the core industry, and through the control of information flow, logistics, and capital flow, it is purchased by the purchase of raw materials, made intermediate products, and final products. A functional chain structure mode composed of manufacturers, distributors, retailers, and end users. In from the perspective of the industrial chain, the industrial chain of the Internet of Things can be divided into four levels: perceptual layer, transport layer, platform layer and application layer. Since Sino -US trade frictions in 2018, the United States has increased the restrictions on China’s high -tech exports, continuously expanding the list of entity, and affecting the development of some scientific and technological -leading enterprises in China. The vulnerability in the chain status. The Internet of Things connects the physical world to the digital world through the sensor, realize the general connection between things and things, and people, and realize the intelligent perception, identification and management of items and processes. As the source of data collection, sensors have become the source of data required for various applications. At present, some key sensor chip key production companies have emerged in China, such as: Gaode infrared, Western horses, Silan micro -electronics, Broadcom, Quanzhi Technology, Datang Microelectronics, Fudan Microelectronics, etc. The industry development process: In the market verification period The IoT is through information sensing equipment such as RFID (RFID), infrared sensor, global positioning system, laser scanner, etc. The object is connected to the Internet to perform information exchange and communication to realize a network of intelligent identification, positioning, tracking, monitoring, and management. The development of the Internet of Things has a long history and can be divided into three stages: The industry policy background: policy has vigorously promoted since the “Thirteenth Five -Year Plan”, the state has attached importance to the construction of the Internet of Things industry and the application of the Internet of Things results. Policy opinion to promote the development of the Internet of Things industry. In the industry policy released since the “Thirteenth Five -Year Plan”, it is mainly to promote the application of IoT results, and use the Internet of Things technology to strengthen information exchange and improve the level of supervision and management. In the latest release of the “Fourteenth Five -Year Plan for the National Economic and Social Development of the People’s Republic of China and the Outline of the 2035 Far Scenery Target”, during the “Fourteenth Five -Year Plan” period, the new infrastructure is clear, and 5G users must be popularized. The rate increases to 56%. And five times mentioned the planning and development of the Internet of Things. Except for the seven major industries of the digital economy, the remaining 4 mentioned occasions reflected the focus of the Internet of Things development. The 14 -fourth -fifth plan designated 7 major digital economy industries, including cloud computing, big data, the Internet of Things, industrial Internet, blockchain, artificial intelligence, virtual reality, and augmented reality. These 7 major industries also It will bear the heavy responsibility of the value -added of the digital economy core industry that accounts for more than 10%of the GDP. The development status 1. The rapid growth of the Internet of Things connection of the Internet of Things The global Internet of Things still maintains a high -speed growth. The Internet of Things still has huge development space. According to GSMA’s “The Mobile Economy 2020 (2020 Mobile Economy)” released, the total number of global IoT connections in 2019 will reach 12 billion. It is expected that by 2025, the global worldwide The total number of connections of the Internet of Things will reach 24.6 billion, with a compound annual growth rate of 13%. my country’s Internet of Things connection accounts for 30%of the world’s, and the Internet of Things connection in my country in 2019 is 3.63 billion. According to data at the World Internet of Things Conference in September 2021, at the end of 2020, the number of IoT in my country has reached 4.53 billion, and it is expected to exceed 8 billion in 2025. 2. The value of the application layer and the platform layer is the highest From the point of view of the value distribution of the industrial chain, the most added value of the application layer and platform layer accounts for about 35%. Although the transmission connection layer is important, the output value scale Small; the bottom -level perceived layers of components have large types of industrial value due to large types, accounting for about 20%. 3, the highest proportion of transmission layers in the transmission layer industry structure According to the “2019-2021 China Internet of Things Market Forecast and Prospects” released by Sidi, the transmission layer of the Internet of Things is still the largest share; With the implementation of the implementation of large -scale local Internet of Things policies, the growth rate of support layers has slowed down; and with the release of market demand in various fields, the growth rate of platform layers and application layers will continue to show an upward trend. 4, the scale of the Chinese IoT market exceeded 2.5 trillion At present, the Internet of Things has been mature in security monitoring, smart transportation, smart grids, and smart logistics. In recent years, with the vigorous promotion and support of local governments, the Internet of Things industry has gradually grown. Coupled with the popularization of the concept of the Internet of Things in recent years, the people’s awareness of the Internet of Things has continued to increase, which has led to a rapid rise in the scale of my country’s IoT market as a whole. In 2019, the size of the IoT market in my country is about 1.76 trillion yuan. According to data released by Sidi in 2020, the size of the IoT market in my country will reach about 2.14 trillion yuan. It is expected that in the next three years, the size of the Chinese IoT market will remain remaining in the next three years. More than 18%of the growth rate. The investment prospects of the Chinese IoT market are huge and developed rapidly. The application of various industries will continue to deepen, which will give birth to a large number of new technologies, new products, new applications, and new models. The industry competition pattern 1. Regional competition: Beijing IoT -related projects have the most As of the end of May 2021, the Ministry of Industry and Information Technology has published a total of 2 batches of “key technologies and platform innovation, integration innovation and integration of platform innovation, integration and integration of platforms “Application project publicity list”, forward -looking combined with the analysis of the two batches of project lists. At present, China’s IoT key technology and platform innovation, integration innovation and integration application projects are mainly concentrated in Beijing, Zhejiang, Guangdong, and Shandong. 39, 24, 22, 20. 2. Enterprise competition: Mainly competition between leading enterprises “Development Index Report of the Chinese IoT Enterprise in 2021” was released on October 29, 2021. The company’s development status, focusing on multi -dimensional capabilities such as corporate influence, funding support, research and development technology capabilities, and development effectiveness, analyzes the achievements and challenges of Chinese IoT companies, and summarizes the development of Chinese IoT companies and market participants in market participants Competitive strength, trying to discover outstanding business groups with strong business strength, good growth, and high competitive barriers in the Internet of Things industry. According to the “Development Index of the China Internet of Things Enterprise in 2021”, the list of the most leadership companies in my country in 2021 as follows: The analysis of the development prospects and trends of the Internet of Things industry 1. “The 2020 China Internet of Things White Paper” released in December 2020, in December 2020, in 2019, the Chinese IoT connection number of the Internet of Things and the consumer market is half. Most of the growth comes from the industrial market, and the number of connections of the Industrial Internet of Things will account for 61%of the total. From this point of view, the market development potential of the Industrial Internet of Things in the future is greater than the consumer Internet of Things. 2. The market size is increasing At present, the Internet of Things has shown a rapid development trend worldwide. There are still many factors that hinder development. The lack of core standards, especially the basic standards such as the top -level IoT reference architecture, is still blank. Based on the dominance of the Internet of Things industry, the competition of international standards for international standards is also increasingly fierce. The new crown epidemic is like a sword of Damolis for the Internet of Things industry. On the one hand, the epidemic has led to a certain period of stagnation in the global technology supply chain, and on the other hand, the epidemic promotes the penetration of the Chinese IoT. In 2020, unmanned factories, unmanned distribution, unmanned retail, long -range teaching, and remote medical care, the outbreaks of “non -contact economy” are inseparable from the support of the Internet of Things technology. According to the analysis of various aspects of the situation, the prospects believe that the development of the Chinese IoT in the next 5 years will maintain a high speed, and by 2026, the market size will exceed 6 trillion yuan. It data refer to the “Analysis Report of the Demand and Investment Opportunities of the Chinese IoT Industry Industry Segmentation Market in the IoT Industry” above.
“Smart construction site” refers to the informatization of construction sites in a broad sense. Through the three -dimensional design platform, the project is accurately designed and simulated, and the management of interconnected collaboration, safety monitoring, intelligent production and other project information ecosystems are established around the management of construction process. Information mining analysis, providing process trend prediction and expert plans to achieve engineering visual and intelligent management, to improve the level of engineering management informatization, so as to gradually realize green construction and ecological construction, so that the project is invincible in the competition of the informatization era. land. Generally speaking, there are roughly the following points that smart construction sites can do: 1. Real -time positioning of personnel The real -time location of the precision restore personnel factory area, through a screen display, understand the operating situation globally, understand the operation status overall Essence When the number of people in real -time statistics, when the number of people is not consistent with the number of people, they immediately call the police to avoid super / absent. Real -time monitoring personnel are in office, prevent adverse consequences of postponed posts and long -term retention. rn 2.培训管理rn系统提供对施工人员的专业培训，从安全思想教育和安全技术培训两方面着手，提升人员的安全意识和专业素质，保证施工人员的人身安全，提高Work efficiency and enthusiasm. (Learn more excellent smart solutions, welcome to consult Hama Wisdom) 3. Operation management The system includes the planning application and approval of the operation, the on -site signing of the operation, the operation process supervision, etc. Function, standardize the process of operation, and the process of regulating operations, so as to effectively improve the safety of on -site operations. . Emergency management In helping enterprises to strengthen and standardize the management of emergency work for emergencies, establish an emergency rescue mechanism, do a good job of accurate management and control of rescue materials, check the status of personnel in real time during the exercise, and go back to a certain moment of all the time. The practice status of the factory area is convenient for repetition. In this shows that the core of the “smart construction site” is to improve the method of interacting the organization and post staff in a “more intelligent” method to improve the clarification, efficiency, flexibility and flexibility and flexibility of interaction. Response speed, to a greater extent to contact every link in the construction process, and every individual. In general, the “smart construction site” is a complex environment for real -time inspection of the construction site, and it is necessary to understand the working status of the entire area and the whole personnel from time to time. Establish an accident emergency rescue system, and once a safety accident occurs, rescue can be launched as soon as possible. Of course, the smart construction site is only auxiliary, and the cultivation of workers’ safety awareness is also the top priority.
The employment prospects of the Internet of Things are very good. The Internet of Things industry has the characteristics of industrial chain and involving multiple industrial groups. Its application scope covers almost all walks of life. The Internet of Things major is the school that allows the Ministry of Education to add new majors to universities, which also explain the country’s emphasis on the Internet of Things economy and the urgency of talent training. According to estimates, the industry scale of the Internet of Things is more than 20 times larger than the Internet industry, and the talents needed by the Internet of Things technology will also be magnitude of millions of people each year.
The Internet of Things employment prospects are very good. The Internet of Things industry has the characteristics of industrial chain and involving multiple industrial groups. Its application scope covers almost all walks of life.
The IoT major is the school with the most applications for universities after the Ministry of Education allows universities to add new majors, which also illustrates the country’s emphasis on the Internet of Things economy and the urgency of talent training. The scale of the Internet of Things industry is more than 20 times larger than that of the Internet industry, and the talents needed by the Internet of Things technology will also be magnified by millions of people each year.
The basic characteristics of the Internet of Things From the perspective of communication objects and processes, the information interaction between things and things between people, people and things is the core of the Internet of Things. The basic features of the Internet of Things can be summarized as overall perception, reliable transmission and intelligent processing.
The overall perception — can use radio frequency recognition, QR code, smart sensor and other perceived equipment to perceive all kinds of information of objects.
The reliable transmission -By integrating the Internet and wireless networks, the information of the object is transmitted in real time and accurately in real time and accurately to share and share.
Im intelligent processing — use various intelligent technologies to analyze and process the data and information transmitted to perception and transmitted, and realize the intelligence of monitoring and control.
Industry major enterprises: Dafu Technology (300134), Mengwang Group (002123), a total of shares (603118), Shenghong Technology (300476), Runhe Software (300339), Lion Technology (300603)
Data: The scale of the Chinese Internet of Things market, competition in the Chinese IoT region
industry overview
1, definition
The net refers to the various devices such as RFID identification (RFID) device, infrared sensor, global positioning system, laser scanner and other devices such as RFID identification (RFID) devices, infrared sensors, infrared sensors, global positioning systems, and laser scanners to form an intelligent identification and management. network of.
The early Internet of Things refers to the logistics network that relies on radio frequency recognition technology. With the development of technology and applications, the connotation of the Internet of Things has changed significantly. At this stage, the Internet of Things refers to the deployment of various information sensing devices with certain perception, computing capabilities, and execution capabilities in the entity of the physical world. The interconnection of information exchange needs between people, things and things. The Internet of Things rely on a variety of information acquisition technology, including sensors, radio frequency recognition (RFID), QR code, multimedia collection technology, etc. Several key links of the Internet of Things can be summarized as “perception, transmission, and processing.”
2, analysis of the industrial chain: There are four major levels
The so -called industrial chain, which is a value chain formed by the industry collection of the same or similar products. The contact industry revolves around the core industry, and through the control of information flow, logistics, and capital flow, it is purchased by the purchase of raw materials, made intermediate products, and final products. A functional chain structure mode composed of manufacturers, distributors, retailers, and end users.
In from the perspective of the industrial chain, the industrial chain of the Internet of Things can be divided into four levels: perceptual layer, transport layer, platform layer and application layer.
Since Sino -US trade frictions in 2018, the United States has increased the restrictions on China’s high -tech exports, continuously expanding the list of entity, and affecting the development of some scientific and technological -leading enterprises in China. The vulnerability in the chain status. The Internet of Things connects the physical world to the digital world through the sensor, realize the general connection between things and things, and people, and realize the intelligent perception, identification and management of items and processes. As the source of data collection, sensors have become the source of data required for various applications. At present, some key sensor chip key production companies have emerged in China, such as: Gaode infrared, Western horses, Silan micro -electronics, Broadcom, Quanzhi Technology, Datang Microelectronics, Fudan Microelectronics, etc.
The industry development process: In the market verification period
The IoT is through information sensing equipment such as RFID (RFID), infrared sensor, global positioning system, laser scanner, etc. The object is connected to the Internet to perform information exchange
and communication to realize a network of intelligent identification, positioning, tracking, monitoring, and management. The development of the Internet of Things has a long history and can be divided into three stages:
The industry policy background: policy has vigorously promoted
since the “Thirteenth Five -Year Plan”, the state has attached importance to the construction of the Internet of Things industry and the application of the Internet of Things results. Policy opinion to promote the development of the Internet of Things industry. In the industry policy released since the “Thirteenth Five -Year Plan”, it is mainly to promote the application of IoT results, and use the Internet of Things technology to strengthen information exchange and improve the level of supervision and management.
In the latest release of the “Fourteenth Five -Year Plan for the National Economic and Social Development of the People’s Republic of China and the Outline of the 2035 Far Scenery Target”, during the “Fourteenth Five -Year Plan” period, the new infrastructure is clear, and 5G users must be popularized. The rate increases to 56%. And five times mentioned the planning and development of the Internet of Things. Except for the seven major industries of the digital economy, the remaining 4 mentioned occasions reflected the focus of the Internet of Things development.
The 14 -fourth -fifth plan designated 7 major digital economy industries, including cloud computing, big data, the Internet of Things, industrial Internet, blockchain, artificial intelligence, virtual reality, and augmented reality. These 7 major industries also It will bear the heavy responsibility of the value -added of the digital economy core industry that accounts for more than 10%of the GDP.
The development status
1. The rapid growth of the Internet of Things connection of the Internet of Things
The global Internet of Things still maintains a high -speed growth. The Internet of Things still has huge development space. According to GSMA’s “The Mobile Economy
2020 (2020 Mobile Economy)” released, the total number of global IoT connections in 2019 will reach 12 billion. It is expected that by 2025, the global worldwide The total number of connections of the Internet of Things will reach 24.6 billion, with a compound annual growth rate of 13%. my country’s Internet of Things connection accounts for 30%of the world’s, and the Internet of Things connection in my country in 2019 is 3.63 billion. According to data at the World Internet of Things Conference in September 2021, at the end of 2020, the number of IoT in my country has reached 4.53 billion, and it is expected to exceed 8 billion in 2025.
2. The value of the application layer and the platform layer is the highest
From the point of view of the value distribution of the industrial chain, the most added value of the application layer and platform layer accounts for about 35%. Although the transmission connection layer is important, the output value scale Small; the bottom -level perceived layers of components have large types of industrial value due to large types, accounting for about 20%.
3, the highest proportion of transmission layers in the transmission layer industry structure
According to the “2019-2021 China Internet of Things Market Forecast and Prospects” released by Sidi, the transmission layer of the Internet of Things is still the largest share; With the implementation of the implementation of large -scale local Internet of Things policies, the growth rate of support layers has slowed down; and with the release of market demand in various fields, the growth rate of platform layers and application layers will continue to show an upward trend.
4, the scale of the Chinese IoT market exceeded 2.5 trillion
At present, the Internet of Things has been mature in security monitoring, smart transportation, smart grids, and smart logistics. In recent years, with the vigorous promotion and support of local governments, the Internet of Things industry has gradually grown. Coupled with the popularization of the concept of the Internet of Things in recent years, the people’s awareness of the Internet of Things has continued to increase, which has led to a rapid rise in the scale of my country’s IoT market as a whole. In 2019, the size of the IoT market in my country is about 1.76 trillion yuan. According to data released by Sidi in 2020, the size of the IoT market in my country will reach about 2.14 trillion yuan. It is expected that in the next three years, the size of the Chinese IoT market will remain remaining in the next three years. More than 18%of the growth rate. The investment prospects of the Chinese IoT market are huge and developed rapidly. The application of various industries will continue to deepen, which will give birth to a large number of new technologies, new products, new applications, and new models.
The industry competition pattern
1. Regional competition: Beijing IoT -related projects have the most
As of the end of May 2021, the Ministry of Industry and Information Technology has published a total of 2 batches of “key technologies and platform innovation, integration innovation and integration of platform innovation, integration and integration of platforms “Application project publicity list”, forward -looking combined with the analysis of the two batches of project lists. At present, China’s IoT key technology and platform innovation, integration innovation and integration application projects are mainly concentrated in Beijing, Zhejiang, Guangdong, and Shandong. 39, 24, 22, 20.
2. Enterprise competition: Mainly competition between leading enterprises
“Development Index Report of the Chinese IoT Enterprise in 2021” was released on October 29, 2021. The company’s development status, focusing on multi -dimensional capabilities such as corporate influence, funding support, research and development technology capabilities, and development effectiveness, analyzes the achievements and challenges of Chinese IoT companies, and summarizes the development of Chinese IoT companies and market participants in market participants Competitive strength, trying to discover outstanding business groups with strong business strength, good growth, and high competitive barriers in the Internet of Things industry. According to the “Development Index of the China Internet of Things Enterprise in 2021”, the list of the most leadership companies in my country in 2021 as follows:
The analysis of the development prospects and trends of the Internet of Things industry
1.
“The 2020 China Internet of Things White Paper” released in December 2020, in December 2020, in 2019, the Chinese IoT connection number of the Internet of Things and the consumer market is half. Most of the growth comes from the industrial market, and the number of connections of the Industrial Internet of Things will account for 61%of the total. From this point of view, the market development potential of the Industrial Internet of Things in the future is greater than the consumer Internet of Things.
2. The market size is increasing
At present, the Internet of Things has shown a rapid development trend worldwide. There are still many factors that hinder development. The lack of core standards, especially the basic standards such as the top -level IoT reference architecture, is still blank. Based on the dominance of the Internet of Things industry, the competition of international standards for international standards is also increasingly fierce.
The new crown epidemic is like a sword of Damolis for the Internet of Things industry. On the one hand, the epidemic has led to a certain period of stagnation in the global technology supply chain, and on the other hand, the epidemic promotes the penetration of the Chinese IoT. In 2020, unmanned factories, unmanned distribution, unmanned retail, long -range teaching, and remote medical care, the outbreaks of “non -contact economy” are inseparable from the support of the Internet of Things technology. According to the analysis of various aspects of the situation, the prospects believe that the development of the Chinese IoT in the next 5 years will maintain a high speed, and by 2026, the market size will exceed 6 trillion yuan.
It data refer to the “Analysis Report of the Demand and Investment Opportunities of the Chinese IoT Industry Industry Segmentation Market in the IoT Industry” above.
“Smart construction site” refers to the informatization of construction sites in a broad sense. Through the three -dimensional design platform, the project is accurately designed and simulated, and the management of interconnected collaboration, safety monitoring, intelligent production and other project information ecosystems are established around the management of construction process. Information mining analysis, providing process trend prediction and expert plans to achieve engineering visual and intelligent management, to improve the level of engineering management informatization, so as to gradually realize green construction and ecological construction, so that the project is invincible in the competition of the informatization era. land.
Generally speaking, there are roughly the following points that smart construction sites can do:
1. Real -time positioning of personnel
The real -time location of the precision restore personnel factory area, through a screen display, understand the operating situation globally, understand the operation status overall Essence When the number of people in real -time statistics, when the number of people is not consistent with the number of people, they immediately call the police to avoid super / absent. Real -time monitoring personnel are in office, prevent adverse consequences of postponed posts and long -term retention. rn 2.培训管理rn系统提供对施工人员的专业培训，从安全思想教育和安全技术培训两方面着手，提升人员的安全意识和专业素质，保证施工人员的人身安全，提高Work efficiency and enthusiasm. (Learn more excellent smart solutions, welcome to consult Hama Wisdom)
3. Operation management
The system includes the planning application and approval of the operation, the on -site signing of the operation, the operation process supervision, etc. Function, standardize the process of operation, and the process of regulating operations, so as to effectively improve the safety of on -site operations.
. Emergency management
In helping enterprises to strengthen and standardize the management of emergency work for emergencies, establish an emergency rescue mechanism, do a good job of accurate management and control of rescue materials, check the status of personnel in real time during the exercise, and go back to a certain moment of all the time. The practice status of the factory area is convenient for repetition.
In this shows that the core of the “smart construction site” is to improve the method of interacting the organization and post staff in a “more intelligent” method to improve the clarification, efficiency, flexibility and flexibility and flexibility of interaction. Response speed, to a greater extent to contact every link in the construction process, and every individual.
In general, the “smart construction site” is a complex environment for real -time inspection of the construction site, and it is necessary to understand the working status of the entire area and the whole personnel from time to time. Establish an accident emergency rescue system, and once a safety accident occurs, rescue can be launched as soon as possible. Of course, the smart construction site is only auxiliary, and the cultivation of workers’ safety awareness is also the top priority.
The employment prospects of the Internet of Things are very good. The Internet of Things industry has the characteristics of industrial chain and involving multiple industrial groups. Its application scope covers almost all walks of life. The Internet of Things major is the school that allows the Ministry of Education to add new majors to universities, which also explain the country’s emphasis on the Internet of Things economy and the urgency of talent training. According to estimates, the industry scale of the Internet of Things is more than 20 times larger than the Internet industry, and the talents needed by the Internet of Things technology will also be magnitude of millions of people each year.