After the Internet of Things is incorporated into the new infrastructure system, the Ministry of Industry and Information Technology is pointed out in the "Notice on In-depth Promotion of Mobile Internet Network" issued on May 7 (hereinafter referred to as "Notice") to guide the new Internet terminal. Gradually exit 2G or 3G network, fully migrate to NB-IoT (narrowband net) and 4G (LTE CAT1); and plans to make the number of mobile Internet connections reached 1.2 billion at the end of this year, realize universal coverage of the main city of county-level cities, The focus area is covered. The Internet of Things is one of the basic technologies of my country's transformation from industrial society to digital economic and social, and is also an important starter of new infrastructure construction. As the "prescription" of the communication industry to solve the "Pharmaceutical", NB-IOT's cost is gradually reduced to the industry acceptable, and the advantage of NB-IOT needs to reach a certain degree of deployment to appear, throughout the industry During the climbing process, how do industry chain companies such as operators and NB-IOT chip manufacturers seize the industrial upgrade window period, further enhance competitiveness? NB-IOT ushered in the vast opportunity as of the end of 2019, my country has built NB-IOT The base station reached 700,000, realizing the main cities in the country, and the area of townships continuously covered. Among them, China Telecom, China Mobile's NB-IOT connections have exceeded 40 million, China Unicom exceeds 10 million. Due to the constraints of terminals, application markets, the NB-IoT market drivers are not expected. Communication experts pointed out to reporters that on the one hand, operators have put a lot of costs for NB-IOT's pre-establishment network, but the connection profits brought by terminals and applications are difficult to motivate operators' sustainable investment; on the other hand, if they cannot be put into progress Building a network, the number of terminals used is also difficult to further increase, so that it is difficult to expand the profit space brought by the connecting equipment, which is caught in two difficulties. In the "Notice" released by the Ministry of Industry and Information Technology, it has made specific provisions from five aspects of mobile Internet network construction, standard and technical research, wideness, industrial development system, and security system. One of the priorities are required to build an NB-IoT base station on demand, realize universal coverage of county levels and above. In this way, the size of the base station will not rise in the short term, but regardless of the network ability, it is also supported by key projects, support of key applications, and services, the development of NB-IoT will achieve more fine. Construction and more depth coverage. As of the end of 2019, 2G and 3G still carry more than 300 million mobile phone users and billions of Internet access numbers than the number of mobile phone users. In the face of this huge infrastructure and user group, 2G / 3G SME retirement network is a long-term process. The release of this "Notice" is the first time to clarify 2G / 3G retreat attitude in the form of a formal file. President of Vice President of Ziguang Exhibition Rui Industrial IoT indicated that with 2G retreat, Nb-Io will gradually replace 2G, meet the application needs of narrowband low rates. At the same time, NB-IOT also has 2G unable to touch applications, including water meters, gas meters, wireless smoke, electric vehicle anti-theft, etc. "With the continuous evolution of NB-IOT communication system, the ability of the base station ability, NB-IOT will gradually take a relaxation rod of 2G Internet of Things connection." The seedlings told reporters. Yang Yueqi, Vice President, Shanghai Minsheng, said to reporters that the low frequency of 60% of the Internet of Things will inevitably transfer to the NB-IoT network after 2G retreats, and the application of small data will inevitably transfer to the NB-IoT network. The technical undertaking of the terminal side, various innovative applications have emerged, and more application scenarios will be thrown in the future. At the same time, NB-IOT is one of the 5G leading technology, will continue to coordinate with 5G. Yang Yueqi said that the large-scale machine connection (MMTC) of one of the 5G application scenarios, its main performance indicators are still low-power, low cost, large connectivity and wide coverage, and the same NB-IOT is exactly the same, just higher. "Future 5G MMTC will be fully compatible with NB-IOT, just like 2G now in 5G era," Yang Yueqi said. He pointed out that China has completed the complete submission of the IMT-2020 (5G) candidate technical solution last year. In the submitted program, NB-IOT technology is officially incorporated into a 5G candidate technology collection, which is expected that ITU will officially announce NB-IOT in June this year. 5G technical solution. Operators and chip vendors Accelerate the establishment of the NB-IoT standards in 2016, the NB-IOT standard has opened a broad market, with a standardized technology, with a lower cost, longer battery life, low-power Internet connection . Zeng Baiji said to reporters that the domestic network industry chain has been developed from the upstream to downstream operators, chips, sensors, communication modules, integration and solutions at all phases. At the end of the demand, the settings in the gask, the water meter have all broken through millions, smoke, and electric vehicle monitoring are also millions; the original application scenario is limited, the industry mentioned in "Notice" Digital, governance wisdom, and life intelligence three major directions are also expected to improve, become more diverse. China Mobile has been prepared for the development of the Internet of Things New Infrastructure. Xiao Qing, general manager of China Transport Network Integrated Circuit Innovation Center, China Mobile has reached a mature business development point in network capabilities, support key projects and application capabilities, and the main coverage of 346 cities across the country has hundreds of thousands. Site, the FDD transformation has been completed at the 900M band, which can be opened, which will be able to support this year and the future on demand, with fast response ability, provide a very good infrastructure for subsequent development NB-IOT. Xiao Qing pointed out that in 2020, China Mobile will strengthen the NB-IOT business from four aspects, and should respond to all-round opportunities and tests brought about the new foundation of the Internet of Things. First, the network security of Nb-IoT, through indoor coverage, improve the breadth and depth of NB-IOT, especially the network optimization and protection of cross-province; second, in ecological construction, online NB-IOT R24 version, focus on eight industry focus, deep plowing; third, in the industry leadership will further increase their efforts, the propulsion module is further reduced, and it can be quickly close to the price of 2G cost. Fourth, in support capabilities, integrate the integrated integration of the cloud pipe, and upgrade the existing NB-IOT coverage map, allowing users to better understand the extent of operators, order business True to build on demand, deploy on demand, better meet the user's experience. At the same time, Gao Tong, Haisi, Ziguang Exhibition Rui, Liaotai, and the like have entered the NB-IOT chip, Shanghai Movement, Note, and Core Wing and other chip enterprises also accelerate the NB-IOT commercial chip market opportunities. Huawei data shows that as of February 2020, China's NB-IOT users exceeded 100 million, and the NB-IOT chip shipments were expected to reach 350 million, and nearly 50% of the entire honeycomb network chip shipments. Since this year, Gao Tong, Haisi, and Ziwu Exhibition, etc. Qualcomm launches the main low energy consumption NB-IOT chipset 212 LTE IoT modem, sleep current below 1 micronavian, can be used to run 15 years or more Internet of Things equipment. Haisi's Boudica 120/150 Series NB SoC chip accumulated over 50 million pieces, support 3GPP R15 / 16 NB-IoT chip Boudica 200 will ship this year in the fourth quarter. Violet Exhibition will launch next-generation NB-IoT product this year. Fresh seedlings showed that the existing NB-IoT products existing NB-IOT products except singular monetra 8908a, also have GSM + NB-IOT Dual Mold Chunya 8909B. On the one hand, 2G retreat is not finished, and a smooth transition is required. On the other hand, Chunvil 8909B complements the current network coverage problem, and can be used for children's watches and other scenarios. "We are based on the Evolution of NB-IOT communication and the land-access product hardware demand planning, will make industrial grade quality standards, and continue to follow up the Evolution of the NB-IoT protocol stack, from support R13 support R14, R15 And R16 evolution, achieve higher integration and lower power consumption. "Fresh seedlings said. Using a good 5G strategic window period due to low power consumption, long-term use of NB-IOT equipment, and the application scenario is relatively low, the NB-IOT chip is designed and manufacturing the threshold relative to the mobile phone, and the vehicle is low, and the function can be slightly limited. How do vendors avoid homogenization trends, enhance their own differentiated competitiveness? Yang Yueqi said that the financing of the NB-IoT industry and the trend of localization of the chip, and the technical support of NB-IoT chip IP suppliers Many teams and companies that lack honeycomb network research and development have put into research and development of NB-IOT chips, causing the same competition for many NB-IOT new chips, and some products will lack technological innovation and scale applications. It is gradually eliminated by the market, causing waste of social resources, which is very unfortunate. Only technological innovation ability, better integration, and cost-effectiveness, leading and stable, to meet customer needs, NB-IOT chip companies can survive, and gradually grow into NB-IoT chip leaders. Zeng Bai said that the NB-IOT chip manufacturer can also consider more layout directions, such as more extensive application scenarios, strengthen the power management main energy saving efficiency, and reduce the size of the chip, and Further enhance the differentialization capabilities of the product by streamlined the function of simplified function. The accelerated deployment of 5G and mobile Internet networks, while bringing a broader market opportunity for the NB-IoT chip, it also requires the manufacturer to move the new trend, new needs, and adjust the layout ideas of technology products in accordance with the development of the Internet of Things. Yang Yueqi said that in three main application scenarios of 5G, the EMBB for mobile Internet and other applications, the rate of future networking is getting faster and faster; for the low-time delay of the use of the network / automatic driving, the URLLC is required to communicate High reliability, delay in the network; connect MMTC for large-scale machines of the Internet of Things, requires exceeding a total number of connections per cell. NB-IOT chip companies should combine the actual situation of the company, as well as the market and customer needs to adapt different application scenarios, and lay out of 5G Internet of Things applications, and seize the industry opportunities of 5G technology upgrades. NB-IOT is an important cornerstone that promotes the massive connection of the entire industry to the Internet of Things. With more and more relevant Internet of Internet infrastructure policies, stimuli, operators, chip vendors, and module manufacturers have continued to increase. However, to truly build the application scenario of NB-IOT million connection scale, establish a benchmark project, and further explore to network deployment, industrial support, application adaptation and business model, and build a total-winning industry. Ecology.