Recently, the General Office of the Ministry of Industry and issued a formal "on the promotion of mobile Internet (NB-IoT) construction and development of the notice." Clear the construction of NB-IoT network, the development of NB-IoT application has a very significant significance. NB-IoT, NB-IoT, NB-IoT, NB-IoT, NB-IoT, NB-IoT, NB-IoT, NB-IoT, NB-IoT, NB-IoT, NB-IoT, NB-IoT The task. "Notice" in the Ministry of Industry for the first time NB-IoT network construction and user development of quantitative indicators, clearly issued two stages of the request: the end of 2017, China NB-IoT network NB-IoT base station scale to reach 400,000, IoT network to municipality, capital cities and other major cities covering, NB-IoT the total number of connections to more than 20 million. By 2020, China NB-IoT network NB-IoT base station scale to reach 1.5 million, to achieve the country's universal coverage and depth coverage, NB-IoT the total number of connections to more than 600 million. Improve the industrial chain, to promote NB-IoT in public services (water and electricity meters, intelligent parking, environmental monitoring, etc.), personal life (smart home, wearable, young and old care, asset tracking, etc.), industrial manufacturing (intelligent manufacturing, , Agricultural production) and other segments of the application.

 

Network coverage and terminal module cost constraints industry outbreak, with the operator NB-IOT network construction and module subsidies, and chip module manufacturers to launch low-cost program, industry ushered in development opportunities. The Ministry of Industry and the network on the construction of a clear request. From the application side, the cost of the terminal module is NB-IoT application is not an important reason for the popularity of large-scale, the current model price of 10 dollars, and downstream customers expect a target of $ 5 a large gap. Recently, China Telecom said that in 2017 will be invested 300 million yuan subsidy network module, 200 million yuan for the CAT1 single product subsidies (40 yuan / module), NB-IoT product subsidies (20 yuan / module). Qualcomm, Huawei Haisi, ZTE micro-related chip manufacturers NB-IoT chip has been shipped, pre-focus on the application. From the industry to understand the situation, it is expected that Qualcomm and ZTE Microelectronics is expected to launch next year, low-cost chip program, Huawei Haisi fastest this year. The main communication module related to the domestic manufacturers: ZTE, moving away communication, moved to communications (300590), Guanghe Tong (300638), shift Ke communications. From the standard to complete the development (in March 16 the core standard freeze), network construction interconnected to the emergence of large-scale low-cost terminals, will push the NBIOT industry chain gradually mature.

 

The NB-IOT is a typical example of low-power wide area networking (LPWAN) technology for low-rate, low-power, wide-coverage applications. The technology is currently being tested in public service areas such as water and electricity meters and shared bicycles application. Ministry of Industry and Policy to promote NB-IoT network construction will further enrich the network of Internet applications, and promote the popularization of Internet of Things applications. According to the "Internet of Things Development Plan (2016-2020)" released by the Ministry of Industry and Information, the scale of industry will exceed 1.5 trillion yuan by 2020 and the number of public network M2M connections will exceed 1.7 billion. The combination of things and artificial intelligence will be the outbreak of the 5G era, firmly optimistic about the development prospects of things networking industry. (000063) (chip, base station), the module controller field high-emerging (300098) (module), extension state shares (002139) (controller), the module industry, (002017) (eSIM card), the table with the terminal field Han Wei Electronics (300007), the new days of science and technology (300,259), Gold Card Intelligence (300349), Sanchuan wisdom (300066), platform application should pass the century (300310) (CMP + AEP) and so on.