The three major operators' IoT development is on the right track, initially building the world's most extensive NB-IoT network

At present, the development of the three major operators' Internet of Things is on the right track. The NB-IoT network with the widest coverage in the world has been initially built, and the number of intelligent connections exceeds 300 million.

Based on the “cloud and management” architecture, China Mobile has built an integrated service capability for the Internet of Things, currently exceeding 230 million, becoming the largest Internet of Things network in the world. China Telecom mainly adopts “end” and “pipe”. The "cloud" and "use" four aspects will help boost the value of the industrial chain, and will reach 100 million by the end of the year. China Unicom's "Internet of Things Platform +" strategy, with the platform as the core, has achieved nationwide coverage of the NB-IoT network, the third quarter of this year. The entire network access capability of the eMTC core network will be realized.

The three major operators' IoT development is on the right track, initially building the world's most extensive NB-IoT network

China Mobile: The number of Internet of Things users based on the “cloud and management” has exceeded 230 million.

China Mobile is mainly guided by the “big connection” strategy, based on the “cloud and management” architecture, and building the comprehensive service capabilities of the Internet of Things.

In terms of “management”, as of now, China Mobile's IoT users have exceeded 230 million, making it the largest Internet of Things network in the world.

Not only that, China Mobile has also built a new NB-IoT boutique network infrastructure. It is reported that China Mobile has commercial NB-IoT network in 11 provinces (cities, districts), and the first phase of NB-IoT network construction covers 346 cities. By the end of 2018, the number of NB-IoT connections nationwide exceeded 50 million, achieving county-level coverage.

In terms of “cloud”, in order to improve the operational capabilities of the Internet of Things, CCMP, the largest connection management platform for users worldwide, was launched. Tang Yaqiong said that the CCMP platform version 3.0 was released in 2017. Compared with the previous generation, the 3.0 version platform has five service capabilities, including business operation capability, NB-IoT capability, international business development capability, and application integration capability. And security protection capabilities.

China Mobile's independent research and development industry mainstream open platform OneNET. It is reported that as of May 2018, the number of connected platforms reached 42.2 million, the number of users reached 69,200, the number of enterprise users exceeded 7,500, and the number of platforms carrying products was 81,000. Among them, the provinces and cities with the largest number of connections are Shanghai, Beijing, Zhejiang, Jiangsu, and Guangdong, accounting for more than 60% of the number of platform connections; the provinces and cities with the largest number of users are Guangdong, Jiangsu, Zhejiang, and Beijing, accounting for 25 users. More than %; platform personal and corporate customers accounted for 88.75%: 11.25%; the number of connections was 37.8%: 62.2%.

In terms of “end”, China Mobile has launched a large number of communication module products. These products are mainly based on independent research and development, supplemented by joint research and development. At present, the products under sale include three series - car gauge, industrial grade, consumer grade, 9 research and development of self-owned brand communication modules (3 2G products, 1 4G products, 5 NB-IoT modules).

Relying on the three core capabilities of “cloud, management and end”, China Mobile also cooperates with industry partners in the industry chain to deepen the vertical industry market, in the transportation, finance, industrial manufacturing, medical, logistics and other eight The industry also has some more and more mature applications.

China Telecom: NB-IOT network connection users will reach 100 million by the end of this year

Since 2009, China Telecom has been committed to the development of the Internet of Things business. In 2016, the Internet of Things was designated as the strategic business of the Group. Mainly focused on the three areas of smart city, vertical field and personal consumption. By April 2018, the number of NB-IOT network connections has exceeded 60 million, and will reach 100 million by the end of the year.

Chen Hao, deputy general manager of China Telecom Internet of Things's Industrial Chain Cooperation Department, pointed out at the "2018 China Internet of Things Industry Ecology Conference" held last week: China Telecom's 4G is turning faster in the IoT market, and the current 4G users have already connected. More than 70% of the ratio.

It is understood that China Telecom mainly promotes the value of the industrial chain through four aspects: “end”, “pipe”, “cloud” and “use”. “End” refers to the participants of the module terminal, “pipe” refers to the operator of the basic network, “cloud” refers to the provider of the open platform, and “use” refers to the promoter of the industrial application.

In terms of module terminals, China Telecom has customized the NB-IOT development version this year, and launched a product last year to help launch the enterprise intelligent products.

At the same time, we do some customization of IoT standard terminals, including door locks and smart helmets. Some typical NB-IOT applications, through the customization of these products, the modules are constantly enriched, and the market is accelerating maturity. At present, there are more than 20 NB-IOT module manufacturers and more than 10 chip manufacturers. It is understood that this year China Telecom mainly focuses on white electricity and water vapor, and various provinces and cities have subsidized more than 500 million yuan to promote the development of the local Internet of Things market.

On the network side, China Telecom built the most extensive NB-IOT network at the end of last year, and currently has more than five million NB-IOT connections. For eMTC, China Telecom is currently testing the network and is expected to be officially commercialized by 2020.

In terms of platform, the platform system is built according to the three-tier architecture of the platform. In June last year, the Internet of Things open platform was released. Currently, the number of open platform connections exceeds 60 million, and the daily API interface calls 140 million times.

In terms of global services, it is currently working with Ericsson to focus on the services of domestic car companies. Today, there are more than 20 car companies. At the same time, it has strong support for international business and China's export business.

In terms of industry applications, China Telecom launched the NB-IoT estrus terminal last year. China's monitoring data is far behind Australia and Europe. However, China Telecom's cow estrus terminal detection rate can reach 25%, 2000 cows, and estrus 800 times in 4 months.

In addition, smart home appliances are also the IoT market that China Telecom focuses on. Before the release of the global IoT open platform, the platform system includes three levels: connection management, universal enabling, and vertical industry application.

China Unicom: National coverage of NB-IoT network has been achieved with the platform as the core

China Unicom's "Internet of Things Platform +" strategy, with the platform as the core, to create a leading global end-to-end service capability, focus on key areas, aggregate industrial resources, and promote the rapid expansion of the value of the Internet of Things business.

Therefore, China Unicom has positioned itself as a provider of platform services, and network construction is only an indispensable part of platform construction. Through the platform, various intelligent sensing devices can be connected securely, reliably, and at low cost through different networks, and data is collected and stored through intelligent terminals, and opened to different applications.

At present, China Unicom's connection management platform has been upgraded to version 7.0, which will open up and update the connection and management capabilities, meet the unified platform for multiple operational needs, and support “global connectivity”. China Unicom's global IoT network capabilities enable “one-point access, unified management, and consistent experience” globally, and jointly create global “connections” solutions with global operators. More than 50 operators are currently using unified services. platform.

In terms of network, in the third quarter of 2017, Unicom NB-IoT was trial-commercialized in 11 provinces across the country, and Beijing, Shanghai, Tianjin and other cities realized full coverage of the city; in the first quarter of 2018, the national core network was built, and the whole network was connected. Incoming capacity; by May 17, China Unicom has achieved nationwide coverage of the NB-IoT network.

At the same time, China Unicom also has rapid eMTC network capabilities. The commercial core network will be launched in the first quarter of this year, and the entire network access capability of the eMTC core network will be realized by the third quarter of this year. In addition, China Unicom is also concerned about non-network connection services such as LoRa.

Of course, China Unicom's IoT application also brings new business models. For example, the “product as a service” business model is to give customers full access to a certain product, but only pay for the actual usage. This is also a disguised sharing model.

In August last year, China Unicom established the Internet of Things Industry Alliance, which is committed to building an open, inclusive and win-win IoT industry cooperation ecosystem. At present, there are 34 deputy directors and more than 100 members.

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