Recently, a major event has occurred in the Internet of Things industry. China Unicom Internet of Things, ZTE Cara, and Semtech held a joint press conference. The three parties jointly announced the official release of Unicom’s "LoRa Connection Management Platform" product and signed a strategic cooperation agreement.
In recent years, the Internet of Things industry has developed rapidly. In the LPWAN field, NB-IoT and LoRa have occupied the mainstream of the market. There has always been a view that NB-IoT and LoRa are two incompatible camps-China Mobile, China Unicom, and China Telecom. Communication giants such as Huawei and Qualcomm dominate NB-IoT; innovative companies in the Internet of Things field and Internet companies such as Ali and Tencent support LoRa, which is an obvious Internet camp.
Now that the operator Unicom has entered the LoRa industry again, it is really puzzling. You must know that China Unicom was actively deploying the NB-IoT industry earlier, and recently, China Unicom launched a bid for NB-IoT modules with a scale of up to 3 million. The industry record shows the intensity and determination of investment in NB-IoT.
So what is the significance of this tripartite cooperation? What are the reasons behind China Unicom's entry into LoRa? What impact will this entry into LoRa have on the Internet of Things industry, and how will the Internet of Things industry reform?
According to market analysis and forecasts, by 2025, the Internet of Things connection investment will account for 22% of the operator's mobile business investment, and the revenue will only account for 3%. It is difficult to become a new growth point and must rely on the transformation of the overall business model. Then, China Unicom has a relatively clear logic for entering LoRa: use its own IoT platform advantages and channel resources to enter the LoRa market, expand the scale of IoT connections with a lower investment, and explore new business opportunities.
The general manager of ZTE Carla said that the cooperation with China Unicom is not a whim. The communication between the company and China Unicom has been more than a year. The scope of cooperation will be very wide, including Unicom's use of partners' existing LoRa network to serve customers, and the ability to build a network together, which is very flexible and can be implemented in all provinces and cities.
In the Chinese market, the strong support of the telecommunications camp, the inclination of policies, and the NB-IoT itself as a mobile cellular network has the characteristics of wide coverage, mobility and large connections, which can bring richer application scenarios and become the mainstream connection of the Internet of Things technology. However, NB-IoT cannot take all of the Internet of Things, and another one or more technologies will inevitably share a part of the market share.
Backed by the strong communication technology strength of ZTE, and the application ecological support of Internet giants such as Alibaba and Tencent, LoRa has already occupied an industrial ecological advantage over technical systems such as sigfox, and the entry of China Unicom has brought a lot to the LoRa industry. Great encouragement. China Unicom's IoT brand, technology and channel resources are all lacking by manufacturers in the LoRa industry chain. Cooperation is a natural mutually beneficial and win-win relationship.
You must know that the IoT industry chain is very long, the ecology is extremely complex, the application is very wide, and the potential is endless. Most of the industry chain is small and medium-sized manufacturers. The support of the giants means that they are optimistic about the market prospects. The vane of market expansion. The joint efforts of these manufacturers will truly promote the healthy prosperity of a technology and an ecology.
The dance of LoRa and NB-IoT will also squeeze the living space of other IoT technologies. In most sub-fields of the pan-technology and Internet industries, there will be such a scenario: the market leader and the second child compete fiercely, and then grow bigger together, the third and the fourth will usually suffer a lot of trouble. When LoRa can squeeze out other technologies and share the market with NB-IoT, there will be a chance to cut a large share of this cake.
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