Information Technology: Application is king, grasp the direction of the Internet of Things

LPWAN has opened up the low-power wide-coverage IoT market, and LPWAN technology has become the key to the market's ability to accelerate growth. Based on unlicensed spectrum, LoRa and SigFox can meet the needs of LPWAN services, but their security has been suspected by the industry. NB-IoT, as the 3GPP customized LPWAN cellular solution for operators, solves the urgent needs of the LPWAN industry.

Keep up with the pace of the amnesty and grasp the direction of the Internet of Things

The three major operators, as well as communications giants such as Huawei and ZTE, have begun to make efforts in the field of Internet of Things. In China Telecom's 2016 Group Strategy, the Internet of Things is listed as one of the Group's three troikas, and strives to expand into a new market comparable to the traditional mobile business in 3 to 5 years. The head of China Mobile has also upgraded the Internet of Things to an important core position of “China Mobile's New Development Strategy”. China Unicom regards the Internet of Things business as the collective three major innovation strategies, and vigorously develops the positioning of the Internet of Vehicles and NB-IoT.

Application is king, focus meter, parking, logistics, wearable and other fields

Based on policy support, market size in the next two to three years, the demand for emerging technology solutions in vertical industries, and the expectations and trends of industry giants, we expect smart meters, smart parking, smart logistics and smart wearable devices to become Benefit from the development of the Internet of Things technology and take the lead in the field of scale application. From the perspective of IoT applications, we will focus on leading enterprises in the above fields, and we are expected to take the lead in entering the inflection point of accelerated development of the industry and usher in explosive growth.

Company recommendation

Starting from the computer industry, the key recommendation targets are as follows: 1) The platform layer mainly recommends Yitong Century (IoT PaaS faucet), Tianze Information (special vehicle field car networking faucet), Neusoft carrier (smart meter reading); 2) Internet of Things The application layer mainly recommends Jieshun Technology (Smart Parking Faucet), Digital Zhengtong (Smart Parking, Underground Pipe Network Monitoring), Hua Pengfei (Smart Logistics), Sitron Medical (Head of Medical Internet of Things), Anjubao (Smart Home) ), Mei Ansen (underground pipe network, environmental monitoring, small market value); 3) infrastructure layer recommended Zhongke Chuangda (smart terminal operating system leader), Tianyu information (mobile payment security chip leader); 4) Network security is represented by industrial security, with emphasis on NSFOCUS, Dongtu Technology, Venus Star, and Weishitong.

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