The number of IoT device connections exploded, and the module is the first to benefit from the development

SARAH 2022-08-05

lpwa 5g

At present, the development of IoT industry is still in the first lpwa 5gstage of rapid growth in the number of connections, and the number of device connections is the core indicator to measure the current status of IoT development. The number of IoT connections in the world and is exploding. ioT Analyst predicts that the number of connected devices in the global IoT will reach 30.9 billion in 2025. According to GMSA, the number of IoT connections has doubled to 8 billion compared to 2020, an explosive growth trend.

Macroeconomic background: industrial development policies for continuous increase, operator subsidies measures to help

In recent years, the national support policy for the IoT industry has been strengthened. Since the Internet of Things was first included in the government work report in 2010, more than 20 policies have been introduced to support the development of the Internet of Things industry. Among them, the most important policies include: in 2012, the "12th Five-Year Plan" IoT development plan proposed that by 2020, the domestic IoT market size will reach 1 trillion yuan; in 2013, the State Council issued the "Guidance on Promoting the Orderly and Healthy Development of the Internet of Things"; in 2013, the National Development and Reform Commission, the Ministry of Industry issued a Special Action Plan for IoT Development", "Notice on Deepening the Comprehensive Development of Mobile Internet of Things in 2020", "5G Application "Voyage" Action Plan in 2021".

Technology base: connection technology iteration, "lpwa and 5g" two-way evolution

IoT connectivity technologies are constantly enriched to fully meet the different requirements of speed and power consumption in downstream scenarios. The communication technology of IoT has been gradually upgraded from 2G and 3G to 4G, 5G, NB-loT and other LPWA technologies. Technology iteration has enabled IoT technology to expand to new application areas. With the gradual withdrawal of 2G and 3G, we believe that the future mobile IoT will evolve along the dual path of "2Gu002F3G gradually replaced by LPWA" and "ultra-high-speed 4G replaced by 5G", eventually forming The triangle pattern of "NB-IoT+4G+5G" will be formed.