In the case that the Internet of Everything has become the consensus of the future development of the industry, in order to better identify the development prospects of different business forms of the Internet of Things, this paper analyzes the current hot applications and the prospects of the typical business forms of the Internet of Things that are expected in the future, with a view to Grasp the pulse of the development of the Internet of Things.
Internet of Things business form
Industrial Internet: Expected to have explosive growth
The industrial Internet is an industrial application form formed by the deep integration of the Internet of Things and the manufacturing industry. The creation of the industrial Internet has become a global trend. The Industrial Internet will enable the interconnection, real-time monitoring and resource scheduling of industrial production machines, and it will be exciting to imagine that tens of thousands of machines and equipment will be networked in the future. The industry generally predicts that the industrial Internet industry in 2020 will reach the level of hundreds of millions.
But for now, the industrial Internet is still in its infancy, because there are many factors that restrict development. First of all, in the manufacturing industry, many small and medium-sized enterprises are still at the level of Industry 2.0. A set of equipment has a specific life cycle for on-line production, and the cost of transformation is high. Secondly, the data of the production line is a closed internal loop process. The compatibility of data interfaces of different generations is very poor, and it is difficult to achieve data intercommunication. The most important thing is that most small and medium-sized manufacturing enterprises are aiming at profitability. Industry 2.0 is more than enough, and upgrading to Industry 4.0 has a large gap between willingness and reality. Therefore, only the enterprise giants are involved in the industrial Internet. In the future, these giants will open their platforms after they realize the intelligence of their products, or they will promote the explosive growth of the industrial Internet.
Smart home: a potential big market with insufficient penetration
The number of households in the world is large, and the demand for home appliances, security systems, and energy control makes the development of the smart home market large enough. In this market, there are traditional home appliance companies such as Haier, as well as technology companies such as Xiaomi. Communication operators have also exhibited related products on the communication exhibition. However, from the perspective of penetration rate, it is generally not high at home and abroad, and it is basically single digits. Compared with developed countries, the penetration rate is lower.
For home consumers, the acceptance of smart homes is still very high, but the price of smart hardware and IoT system platforms is still high. Although most consumers have always had a need to improve their lives, the urgency of replacing smart homes is not so high due to economic budget constraints and other living needs. The high price is the main reason for the low penetration rate of smart homes. At the same time, the problems of poor experience, security and privacy caused by the inconsistent connection standards of household equipment cannot be ignored. Solving the problem of low penetration depends on the cost reduction and the increase in spending power. This is a gradual process.
Internet of Vehicles: Promising emerging industries
From the end of last year to the beginning of this year, the State Council, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Public Security and the Ministry of Transport have intensively released development strategies, standards system construction guidelines and road test specifications related to the Internet of Vehicles. At the policy level, there are both macro-strategic guidance and micro-standard guides. The vehicle network is positioned as one of the main leaders in the transformation and upgrading of the manufacturing industry, and policy support is obvious. The strengths and willingness of the participants in the industrial chain are relatively strong. The automobile manufacturers, communication equipment manufacturers, Internet companies, telecom operators and other participants are all industrial giants. The multi-party cooperation and mutual assistance, the business model is relatively clear.
The commercial time of the 5G network supporting the Internet of Vehicles is getting closer and closer. 5G will solve the problem of data transmission rate and capacity of the car network, and the V2X technology will accelerate the landing, which will also help the cart network to develop rapidly. Regardless of policies, business models, and technical environment, all aspects have laid a good foundation. As China‘s consumption upgrades enter a new stage, the development prospects of car networking will become more and more clear.
Health monitoring: the potential for scale development
The key to the growing health monitoring is that it has a good social foundation and technical foundation. The social foundation is aging and medical difficulties. The populous countries like China have begun to age gradually, and the monitoring needs of the aging population are constantly being released. The reality is that the supply is in short supply, and the number of hospitals with the ability and reassurance is too small. With the decline in the cost of medical intelligence monitoring equipment and the beginning of penetration in the community, as well as the application of big data and artificial intelligence in the medical industry, the contradiction between inconvenient patients and limited medical reception capacity has obtained a feasible solution.
In the future, aging will continue to develop. If large and medium-sized cities and large hospitals are willing to open up, it is believed that smart medical IoT applications with certain population size, healthy and continuous monitoring capabilities, and public trust will have better prospects for development. China‘s BATJ and other Internet giants. It is this point that has been seen and the strategic layout has begun.
Sharing applications: fostering development in a shared economy
As the first large-scale introduction of IoT technology in the sharing economy, shared bicycles are currently the most successful business form. The core of the IoT module sharing bicycles is mainly unlocking and vehicle positioning tracking. Although relatively simple, it creates an amazing growth rate and a business model that operators can easily participate in. Since the second half of 2016, all kinds of shared bicycles led by Mobike bicycles have been quickly launched. In just a few months, the number of shared bicycles in the country has quickly reached 10 million units, according to the data released by the National Information Center in 2017. There are about 16 million shared bicycles in the country, and users use more than 100 million.
Shared bicycles ofo, Huawei, China Telecom signed a cooperation agreement, ofo developed vehicle hardware, Huawei provided chips, and China Telecom provided networks. This simple three-party form facilitates operators to enter the Internet of Things market. The fly in the ointment is that the volume of a single shared application is generally not too large, and the application replacement is faster, and there is uncertainty in whether it can become a carrier of the Internet of Things in the development process. Therefore, the shared application of the Internet of Things relies to a large extent on the innovative development of the sharing economy itself.
Environmental monitoring: demand release under environmental storm
Pollution control and environmental protection have become national policies, and the supervision and enforcement of local governments has been continuously strengthened. The Internet of Things application can not only solve problems such as the current monitoring and implementation of monitoring data collection is not timely and comprehensive, monitoring coverage is difficult to reach, environmental monitoring and inspection work is easily blocked, corporate fraud data can not be screened in real time, and pollutants affect the health of monitoring personnel. Big data analysis based on historical data.
The environmental monitoring that the government is currently focusing on is mainly for water quality monitoring, air quality testing, and soil composition testing. Since the monitoring equipment belongs to high barriers and high-tech industries, the main equipment is mainly imported from abroad, and the high equipment cost is an important factor limiting the rapid expansion of its scale. With the improvement of relevant technologies in China and the fact that domestic enterprises have produced most of the monitoring equipment, domestic monitoring equipment will be greatly developed in the process of state-owned replacement. At the same time, after the Ministry of Environmental Protection centralizes the environmental monitoring rights, the environmental monitoring IoT platform will be further integrated to uniformly transmit information to the central control system, and the environmental monitoring Internet of Things will be dispersed from concentration to concentration.
Meter reading: mature and easy to scale development
The business form of meter reading is embodied as smart meters for urban public utilities such as water, electricity, gas, heat, etc., mainly including smart water meters, smart meters, smart gas meters and smart heat meters. Because various intelligent instruments can realize remote real-time reading, intelligent and accurate measurement, data visualization, and low technology cost, along with the acceleration of China‘s urbanization process, it has achieved rapid scale development.
At present, among the four types of smart meters, the penetration rate of smart meters is more than 80%, the number of smart gas meters is more than 50%, the number of smart meters is more than 20%, and the minimum of smart meters is less than 20%. The main reason for this difference is the level of intelligence of these four types of public utilities. For example, smart meter is one of the core components of the smart grid, which is easy to promote coverage with China‘s smart grid construction, and the penetration rate is high. The smart heat meter has been promoted slowly due to its high cost, short life span, low technology maturity, and slow progress in household heat metering reform. Looking at the development prospects, as smart meters begin to enter a new round of replacement cycles, there will still be greater demand. Smart gas meters and water meters will also enter the stage of rapid penetration, and the progress of intelligent heat meters is relatively lagging.
Logistics retail: extending to the end of consumption
Based on LBS, through the use of technologies such as RFID, GPS, mobile communication networks, GIS, etc., the IoT applications that grasp the vehicle position and carrying status in real time have been developed for many years, and the scale is relatively large. After e-commerce is booming and logistics services become an important part of the online shopping experience, the online shopping and logistics industry are closely integrated, accelerating the application process of the Internet of Things in the logistics industry. With the introduction of the new retail concept, unmanned stores began to roll out, using RFID sensors, sensors, scanners and other technologies to achieve identification and settlement, IoT technology will change the operation mode of logistics links to a greater extent, application Expand to a smaller consumer end.
The Internet of Things will bring new impetus to the economy, bring new changes to society, and its business form is also evolving. In the future, with the emergence of more mature business scenarios, more promising application forms will emerge, and more market opportunities will be brought.