当互联网概念在中国资本市场上方兴未艾之时,互联网巨头谷歌公司的执行董事长埃里克•施密特在前段时间举行的座谈会上大胆预言:互联网即将消失,一个高度个性化、互动化的有趣世界——物联网即将诞生。施密特的此番言论可谓自我颠覆。他说:“我可以非常直接地说,互联网将消失。”
1 互联网即将消失,物联网将无所不能
shimitecheng,weilaijiangyoushuliangjudadeipdizhi、chuanganqi、kechuandaishebei,yijisuiganjuebudaoquekeyuzhihudongdedongxi,shishikekebansuini。“shexiangxianizourufangjian,fangjianhuisuizhibianhua,youlenideyunxuhesuoyouzheixiedongxi,nijiangyufangjianlifashengdeyiqiejinxinghudong。”
tabiaoshi,zheizhongbianhuaduikejigongsieryanshiqiansuoweiyoudejihui,“shijiejiangbiandefeichanggexinghua、feichanghudonghuahefeichangfeichangyouqu”。zheiweigugezhangmenrenrenwei:“suoyouduzhucikedouyuzhinengshoujiyingyongjichujiagouyouguan,sihujiangchuxianquanxindejingzhengzheweizhinengshoujitigongyingyong,zhinengshoujiyijingchengweichaojidiannao。worenweizheishiyigewanquankaifangdeshichang。”
meiguoshichangyanjiugongsigartneryuce:dao2020nian,wulianwangjiangdailaimeinian300yimeiyuandeshichanglirun,jieshijianghuichuxian25yigeshebeilianjiedaowulianwangshang,bingjiangjixukuaisuzengzhang。youcidailaidejudashichangqianliyijingchengweimeiguokejigongsixindezengzhangyinqing,baokuosike、at&t、axeda、yamaxun、pingguo、tongyongdianqi、gugeyuibmdengzaineidemeiguogongsizhengxiangqiangzhanzaiwulianwangchanyedezhudaodiwei。
2 看高科技500强争相布局物联网
zaiguojixiaofeidianzizhan(ces)shang,wulianwanggainianchengweizuidakandianzhiyi。zhinengjiaju、shuziyiliao、chelianwangdengchanpindetuichu,shidewulianwangjishuzhenzhengfuwuyuzhinengshenghuo。
“物联网不是趋势,它是现实。”dianzizongcaijianshouxizhixingguanyinfugen(yoon boo-keun)zaicesdeyanjiangshang,bawulianwangzuoweilesanxingzhongdianyewufangxiang。yinfugentongshitoululesanxingjishuzhichiwulianwangdeshijianbiao:2017nian,suoyousanxingdianshijiangchengweiwulianwangshebei;wunianneisuoyousanxingyingjianshebeijunjiangzhichiwulianwang。
无独有偶,jutougaotongyezaicesshangpilulezijidewulianwangjihua。gaotongzongcaideleike•abole(derekaberle)zaicesshangbiaoshi,gaotongxiangquanqiuchaoguo30geguojiatuichule15kuanwulianwangshebei,shejishuziyanjing、ertonggenzongqi、zhinengshoubiaodengduogechanpin。weilai,gaotongjiangyizhinengshoujiweizhidian,tuozhanchelianwang、yiliao、kechuandaishebeidenglingyu。
zhizaoyejutouyexiwangzaiwulianwangzhongquelizijidelingdaozhediwei。tongyongdianqiqunianshiyuexuanbuyuyizhongjishujutoujiemengjianliqiwulianwanglianmeng。tongyongdianqicijudemudeshixunqiugefangduiqixiapredixpingtaidezhichi。predixruanjianzhizailinggezhongwulianwangduandianjubeizhinenghua。
quanqiufanweineideqitahezuoyezhengzaizhankai。yingteeryixieshoumeiguoshenghesaishi,liyonggongsiqiangxiang,jinyibutuidonggaishide“lvseshiye(greenvision)”jihua。yingteergongsiquanqiuwulianwangyewukaifaxiaoshouzongjiangregg berkeleybiaoshi,yingteermuqianzhengyuersanshigequanqiuhezuohuoban,taolunruheliyongyingteerdewulianwangjishujianshezhinengchengshi,youxiehezuozaiyazhou,youxiebianjiouzhou。
3 物联网和互联网究竟有什么区别?
zuoweihulianwangdeyanshen,wulianwangliyongtongxinjishubachuanganqi、kongzhiqi、jiqi、renyuanhewudengtongguoxindefangshilianzaiyiqi,xingchengrenyuwu、wuyuwuxianglian,ertaduiyuxinxiduandeyunjisuanheshitiduandexiangguanchuanganshebeidexuqiu,shidechanyeneidelianhechengweiweilaibiranqushi,yeweishijiyingyongdelingyudakaiwuxiankeneng。
zaiguoquyinian,yunjisuanhedashujujixufajiao,wulianwangyechengweiweilaidaqushizhiyi。henduowangyouduiyuwulianwanghehulianwangzhijianyouheguanxicunzaiyihuo,rangwomenyiqilaikankan。shenmeshihulianwang?jiinternet,youchengwangjiwanglu,yintewangdeng,shiwangluohewangluozhijianchuanlianerchengdepangdawangluo。erwulianwangshideyingwensuoxieshithe internet of things,yejiwuwuxiangliandewangluo。
wulianwangdedingyishitongguoshepinshibie(rfid)、hongwaiganyingqi、quanqiudingweixitong、jiguangsaomiaoqidengxinxichuanganshebei,anyuedingdexieyi,barenhewupinyuhulianwangxianglianjie,jinxingxinxijiaohuanhetongxin,yishixianduiwupindezhinenghuashibie、dingwei、genzong、jiankongheguanlideyizhongwangluo。jiandandishuo,wulianwangshiyizhongjianlizaihulianwangshangdefanzaiwangluo。wulianwangjishudezhongyaojichuhehexinrengjiushihulianwang,tongguogezhongyouxianhewuxianwangluoyuhulianwangronghe,jiangwutidexinxishishizhunquedichuandichuqu。
4 物联网是一个新的江湖,一个比互联网大太多太多的江湖
hulianwangzai20duonianlaibangzhurenmenjiejuelexinxigongxiang、jiaohu,jihuzaishunjiandianfulehenduochuantongdeshangyemoshi,bamaichanpinbianweimaineironghefuwu,shigelebuqidechanyechengjiu。leijunhenzaoqiancengshuoguo:“weilaimeiyousuoweidehulianwangqiye,weilaimeigegongsidoubianchengwulianwanggongsi。”zheigejianghugoudaleba。
dancongfengongshanglijie,hulianwanghaizhishiwulianwangzhongdeyibufen,zhuyaoshiitfuwufangmian。wulianwangyinweiqi“lianjieyiqie”detedian(“lianjieyiqie”shimahuatengzai2013dewedahuishangtichulaideweilaidiyilubiao),tajuyouhenduohulianwangsuomeiyoudexintexing。biru,hulianwangyijinglianjielesuoyouderenhexinxineirong,tigongbiaozhunhuafuwu,erwulianwangzeyaokaolvgezhonggeyangdeyingjianronghe,duozhongchangjingdeyingyong,renmendexiguanchayidengwenti。xiangduiyuhulianwang,wulianwangxuyaogengyoushendudeneironghefuwu,yijigengjiachayihuadeyingyong,yejianggengjiaderenxinghua,zheiyefuhemenbutingdizhuiqiugenghaodefuwutiyan,zheishigegengububiandegangxu。
yinci,yekeyizheiyangduanyan,weilaisuoyoudegongsidoushiwulianwangqiye。tamenxiangshouzhewulianwangdegezhongbianli,liyongwulianwanggongjuhejishu,shengchanwulianwangchanpin,weirenmentigongwulianwangfuwu。
5 物联网的关键技术
针对互联网的特性,专家总结了物联网应用中的三项关键技术:
1.传感器技术
zheiyeshijisuanjiyingyongzhongdeguanjianjishu。dajiadouzhidao,daomuqianweizhijuedabufenjisuanjichulidedoushishuzixinhao。zicongyoujisuanjiyilaijiuxuyaochuanganqibamonixinhaozhuanhuanchengshuzixinhaojisuanjicainengchuli。
2.RFID标签
yeshiyizhongchuanganqijishu,rfidjishushironghelewuxianshepinjishuheqianrushijishuweiyitidezonghejishu,rfidzaizidongshibie、wupinwuliuguanliyouzheguangkuodeyingyongqianjing。
3.嵌入式系统技术
shizonghelejisuanjiruanyingjian、chuanganqijishu、jichengdianlujishu、dianziyingyongjishuweiyitidefuzajishu。jingguojishiniandeyanbian,yiqianrushixitongweitezhengdezhinengzhongduanchanpinsuichukejian;xiaodaorenmenshenbiandemp3,dadaohangtianhangkongdeweixingxitong。qianrushixitongzhengzaigaibianzherenmendeshenghuo,tuidongzhegongyeshengchanyijiguofanggongyedefazhan。ruguobawulianwangyongrentizuoyigejiandanbiyu,chuanganqixiangdangyurendeyanjing、bizi、pifudengganguan,wangluojiushishenjingxitongyonglaichuandixinxi,qianrushixitongzeshirendedanao,zaijieshoudaoxinxihouyaojinxingfenleichuli。zheigelizihenxingxiangdemiaoshulechuanganqi、qianrushixitongzaiwulianwangzhongdeweizhiyuzuoyong。
zongzhi,womenkeyifaxianwulianwanggainianshizaihulianwanggainiandejichushang,jiangqiyonghuduanyanshenhekuozhandaorenhewupinyurenhewupinzhijian,jinxingxinxijiaohuanhetongxindeyizhongwangluogainian。wulianwanghewulianwanggainiandeguanxiyeshixianghuyicundeguanxi。
附:物联网产业链全景图(收藏)
物联网发展的当务之急是先联网,再谈增值应用。
一、巨头入局,行胜于言
英特尔:2014nianfabuaidisheng(edison)kechuandaijiwulianwangshebeideweixingxitongjixinpian,2015niantuichujuli(curie)xinpian,jichengledigonghaolanyatongxinnengheyundongchuanganqi;
谷歌:tichuproject iotwulianwangjihua,2015nianfabubrillowulianwangdicengcaozuoxitong,gaixitongyuanyuandroid,zhichiarm、x86、mipsjiagoudezhinengyingjian;
思科:2016nianchizi14yimeiyuanshougoujasperquanbuguquan,wanshanwulianwangshengtaitixi;
软银:ni310yimeiyuanshougouxinpianzhuanlishouquanjutouarm,kaweiwulianwangxinpianduan;
华为:tuidongnb-iotbiaozhunzhiding;xianhoufabuwulianwangcaozuoxitongliteos、nb-iotduandaojiejuefangan,tichu“1+2+1”zhanlve,nuligoujianoceanconnectshengtaiquan;
百度:2015nianfabubaiduiot,yuarm、mtk、ti、ketongxinchengdenglianhetuidongwuwangfazhan;
阿里巴巴:2016nianfabuwulianwangzhengtizhanlve,jiheqixiaaliyun、alizhineng、yunos,lianhedazaomianxiangwulianwangshidaidefuwupingtai;2014nianhailianheqingkefabuwulianwangcaozuoxitongmico;
腾讯:2014niantuichu“qqwulianzhinengyingjiankaifangpingtai”,jiangqqzhanghaotixijiguanlian、qqxiaoxitongdaodenghexinnenglitigongjikechuandaishebei、zhinengjiaju、zhinengchezai、chuantongyingjiandenglingyuhezuohuoban,shixianyonghuyushebeijishebeiyushebeizhijiandehulianhutonghudong;
中国移动:chengliwulianwanggongsi、chelianwanggongsi,dajianwulianwangzhuanwang、tigongzhuanhao、jianshewulianwangshebeijieruguanlipingtaihewulianwangyingyongkaifapingtai,dalituidongwulianwangyewuzhan。
二、物联网产业链包含八大环节
xinpiantigongshang、chuanganqigongyingshang、wuxianmozu(hantianxian)changshang、wangluoyunyingshang(han sim kashang) 、pingtaifuwushang、xitongjiruanjiankaifashang、zhinengyingjianchangshang、xitongjichengjiyingyongfuwutigongshang。
三、物联网八大环节供应链如下
1、物联网芯片供应商
芯片是物联网的“大脑”,digonghao、gaokekaoxingdebandaotixinpianshiwulianwangjihusuoyouhuanjiedoubibukeshaodeguanjianbujianzhiyi。yijuxinpiangongnengdebutong,wulianwangchanyezhongsuoxuxinpianjibaokuojichengzaichuanganqi、wuxianmozuzhong,shixiantedinggongnengdexinpian,yebaokuoqianruzaizhongduanshebeizhong,tigong“danao”gongnengdexitongxinpian——qianrushiweichuliqi,yibanshimcu/socxingshi。
传统的国际半体巨头,如ARM、英特尔、高通、联发科、、德州仪器、意法半导体等。国内主要厂商包括:、展讯、北京君正、keji、beidouxingtong、tongfuweidian、huatiankeji、liyuanxinxi、runxinkejideng。
guoneieryan,yixiechangshangcongtedingxifenlingyurushouchanpin。guoneieryan,yixiechangshangcongtedingxifenlingyurushou,baokuoxinpiansheji、zhizao、fengcedeng,bingzhubusuoxiaoyuguowaichangshangdejishuchaju。
2、传感器供应商:塑造物联网的“五官”
传感器是物联网的“五官”,benzhishiyizhongjiancezhuangzhi,shiyongyucaijigeleixinxibingzhuanhuanweitedingxinhaodeqijian,keyicaijishenfenbiaoshi、yundongzhuangtai、diliweizhi、zitai、yali、wendu、shidu、guangxian、shengyin、qiweidengxinxi。guangyidechuanganqibaokuochuantongyiyishangdeminganyuanqijian、rfid、tiaoxing、tiaoxingma、erweima、leida、shexiangtou、dukaqi、hongwaiganyingyuanjiandeng。
gongchengchangyongdechuanganqikefenweiwulileichuanganqi、huaxueleichuanganqi,shengwuleichuanganqisandalei。ergenjuchuanganqidejibenzhigongnengkexifenweireminyuanjian、guangminyuanjian、qiminyuanjian、liminyuanjian、ciminyuanjian、shiminyuanjian、shengminyuanjian、fangshexianminganyuanjian、seminyuanjianheweiminyuanjianshizhong。
chuanganqixingyeyoulaiyijiu,muqianzhuyaoyoumeiguo、riben、deguodejijialongtougongsizhudao,ruboshi、yifabandaoti、dezhouyiqi、huoniweier、feisikaer、yingfeiling、feilipu、loushidianzideng。
woguochuanganqishichangzhongyue70%zuoyoudefenebeiwaiziqiyezhanju,woguobentuqiyeshichangfenejiaoxiao,juyoudaibiaoxingdeqiyeyouhanweidianzi、geergufen、gaodehongwai、naiweikeji、huagongkeji、yuanwanggudeng。
3、无线模组厂商:实现联网和定位的“关键”
无线模组是物联网接入网络和定位的关键设备。wuxianmozukeyifenweitongxinmozuhedingweimozuliangdalei。changjiandejuyuwangjishuyouwifi、lanya、zigbeedeng,changjiandeguangyuwangjishuzhuyaoyougongzuoyushouquanpinduande2/3/4g、nb-iothefeishouquanpinduandelora、sigfox、dengjishu,butongdetongxinduiying、butongdetongxinmozu。nb-iot、lora、sigfoxshuyudigonghaoguangyuwang(lpwa)jishu,juyoufugaiguang、chengbendigonghaoxiaodengtedian,shizhuanmenzhenduiwulianwangdeyingyongchangjingkaifade。
ciwai,womenrenweiguangyilaikan,yuwuxianmozuxiangguandehaiyouzhinengzhongduantianxian,baokuoyidongzhongduantianxian、gnssdingweitianxiandeng。muqian,zaiwuxianmozufangmian,guowaiqiyerengzhanjuzhudaodiwei,baokuotelit、sierra wirelessdeng。muqian,guoneichangshangyebijiaochengshu,nenggoutigongwanzhengdechanpinjijiejuefangan。baokuomozuchangshanghuawei、zhongxingtongxun、huanxudianzi、yiyuantongxin、xinxuntong、zhongyiwulianwanggongsi、shanghaiqingke、lierda、bopengfa,tianxianchangshangxinweitong、shuobeide,beidouxingtongdeng。
4、网络运营商:掌控物联网的“通道”
网络是物联的通道,也是目前物联网产业链中最成熟的环节。guangyishanglaijiang,wulianwangdewangluoshizhigezhongtongxinwangyuhulianwangxingchengderonghewangluo,baokuofengwowang、juyuzizuwang、zhuanwangdeng,yincishejidaotongxinshebei、tongxinwangluo(jieruwang、hexinwangyewu)、simzhizaodeng。
kaolvdaowulianwanghendachengdushangkeyifuyongxianyoudedianxinyunyingshangluo(youxiankuandaiwang、2/3/4gyidongwangluodeng),tongshiguoneijichudianxinyunyingshangjuyoulongduantezheng,shimuqianguoneiwulianwangfazhandezuizhongyaotuidongzhe,yinciwomenzaizheigehuanjiejiangjujiaosandadianxinyunyingshangheyuzhijinmixiangguan、qiehuishouyiyuzhijinmixiangguan、qiehuishouyiyuzhijinmixiangguan、qiehuishouyiyuzhijinmixiangguan、qiehuishouyifengwowulianwangzhongduanzengzhangdesimkazhizaoshangshenshang,rudongxinheping、hengbaogufen、tianyuxinxideng。
5、平台服务商:完善物联网物联网的“有效管理”
6、系统及软件开发商:打造物联网的“动脉”
muqian,fabuwulianwangcaozuoxitongdezhuyaoshiyixieitjutou,ruguge、weiruan、pingguo、huawei、alideng。youyuwulianwangmuqianrengchujieduan,yingyongruanjiankaifahaichuyuqibujieduan,zhuyaojizhongzaichelianwang、zhinengjiaju、zhongduananquandengtongyongxingjiaoqiangdelingyu,rushenglutongxin、haier、qimingxingchendeng。
7、智能硬件厂商:提供物联网的“终端承载”
智能硬件是物联网的承载终端,shizhijichenglechuanganqijianhetongxingongneng,kejieruwulianwangbingshishixiantedinggongnenghuofuwudeshebei。ruguoanzhaomianxiangdegoumaikehulaihuafen,kefenweito bhe to clei:
to blei:baokuobiaojilei(zhinengshuibiao、zhinengranqibiao、zhinengdianbiao、gongyejiankongjianceyibiaodeng)、chezaiqianzhuanglei(cheji)、gongyeshebeijigonggongfuwujianceshebeideng;
to clei:zhuyaozhixiaofeidianzi,rukechuandaishebei、zhinengjiajudeng。
jianyuwulianwangjiweifengfudeyingyongchangjing,zhongduanleixingduo,womenzaicijinliejuyixieto blei、shichangxuqiujiaoda、qiegaileizhongduanshengchanqiyexiangduijizhongdechangshang,rusanchuanzhihui、xintiankeji、hanweidianzi。
8、系统集成及应用服务提供商:物联网应用落地的“实施者”