iot on bicycle-sharing and influence on semiconductor
TRANSCRIPT
© 2017 IHS Markit. All Rights Reserved. © 2017 IHS Markit. All Rights Reserved.
IoT on Bicycle-Sharing and influence on Semiconductor
Dec.2017
Hui,He, Senior Analyst [email protected]
© 2017 IHS Markit. All Rights Reserved.
Bicycle-Sharing Market Background
2
Sharing Economy
Sharing Economy means share assets in hand to other people, to increase utilization. In a word, ”Sharing than exclusive”
IoT
Thing connect to Thing: Base on the Internet to extend, Make information exchange and communicate, In the way of smart sensor, Identification, to apply on the network fusion. User experiences is the core of IoT Innovation 2.0.
Bicycle Manufacture
In passed decades, Bicycle is one of major transportation in China. But from 2000, Bicycle manufacture stagnate. In 2016, China total bicycle shipment is 53 Millions, YoY decrease 5%
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3
Bicycle-Sharing Business Chain
Upstream
Forever Pigeon Phoenix
……
Hisilicon Qualcomm
MTK Spreadtrum
……
China Unicom China
Telecom China Mobile
Mobike OfO
Xiaomin Xiaolan Youbai
……
Midstream Downstream
E X T E N D E D S E R V I C E S
Value-added service • Cooperate with
scenic spot • Cooperate with Cycling
club
Big Data • Cooperate with
research institute • Cooperate with
advertiser
Advertisement • Printed on Bike • App embedded
……
..
Module Maker
Operator Platform
Bike Maintainer
Maintain Cooperate
Traditional Bike
Manufacturer
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Configuration Teardown and Analysis
4
Upstream
Forever Pigeon Phoenix
……
Hisilicon Qualcomm
MTK Spreadtru
m ……
China Unicom China
Telecom China Mobile
Traditional Bike
Manufacturer
Self-developed
Manufacturer
Positioning system • Use app to look for
available bike, Improve the user experience and Easy to maintain
Electronic Lock • Use handset app to scan the
attached QR Code to un-lock, BT embedded enhance the communication.
Tyre • Solid tyre : MOBIKE • Normal tyre : OfO
Driving Force • Shaft drive • Chain drive
GPS smart lock is the key part of sharing bicycle
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Electronic Lock Case Study
1st Gen Mechanical lock
2nd Gen GSM+QR Code
3rd Gen GSM+GPRS+GPS
BT+Sensor
Send un-lock code to app, Manual open
4th Gen NB-IoT+eMTC
Send SMS to SIM card enable the lock open, Energy
conversion for recharger
Open instruction send from GPRS,BT connect with Handset to open lock
More connection with one base station, Low power
consumption
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Major Chip Player on Bicycle Sharing
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BT
BT+GPS
GPRS+BT
GPRS+GPS BT
GPS+NB-IoT+BT
MTK Qualcomm Spreadtrum Hisilicon
MT6261 55nm
ARM Core,GSM Modem
MT2503 40nm SC6500 40nm
ARM-7EJ-S,GSM Modem GPRS+GPS+Beidou+GNSS
ARM Core,GSM Modem GPRS+GPS+Beidou+GNSS
MT2625 28nm MDM9206 28nm MDM9205 28nm Boudica 120 28nm
NB-IoT ARM Core,LTE Modem GPRS/NB-IoT/EMTC
ARM Core NB-IoT
ARM Core NB-IoT
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Modem Cost Analysis
7
• BB+AP(ARM-M0*3)+Flash+Power Management(Sensor Interface optional), LiteOS(embeded IoT system)
• BB+AP(CK802) (YunOS) • 2G/NB-IoT dual mode, 3GPP R14, 2G/NB-IoT/eMTC Multi-mode • LTE Cat M+NB-IoT (x86, Pentium process)
RF(40%) BB(60%)
PA 25%-30% ADC/DAC 10%
SAW 5%-10% FFT/IFFT 5%
Transceiver 40%-50% Post-FFT data storage 10-15%
Duplexer/Switch 15%-25% Transceiver module 20-35%
Others ~10% Turbo/Viterbi code 5-15%
HARQ Buffer 10-15%
Sync search module 10-15%
UL Module 5-10%
Typical Solutions:
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IoT Case Study-Bicycle-Sharing
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Smart Bicycle
Big Data
Cloud IOT
Big Data • Base on MOBIKE Smart lock, GPS and
communication module produced big data, after analysis these data then estimate market demand, in order to modify existing bikes and optimize new bikes release.
Cloud • All the big data storage on cloud, User
can scan QR code to un-lock, then make the connection between user and smart lock
• Deal with recharge and Payment, establish or reuse some other credit system to rule the use habit.
IoT • Smart lock integrated GPS module to
realize precise localization, Exclusive SIM card to make the Instant Messaging, via the cloud can monitor use status
• Cooperate Baidu Yun to set up “Smart point” to fuse the Power Supply, manage and maintain
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NB-IoT and eMTC fusion to influence China IoT industry
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Connected Devices Hierarchy
10
All Objects
Electronic
Non-Electronic
Connected
Unconnected
Tagged
Untagged
IP Addressable
Non-IP Addressable
Connected
Closed Network
Internet of Things
Internet of Everything (NB-IoT)
(NB-IoT)
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More and More things connect to the Internet
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• As predicted by Huawei, By the 2025,Physical things connection will reach to 100 Billion
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eMTC and NB IoT fusion on China IoT industry development
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5G,LTE-V
WIFI UWB
Bluetooth ZigBee
LPWA (eMTC)
NB-IoT, LoRa,Sigfox N
etw
ork P
erfo
rm
an
ce
Short Distance Long Distance
Vast
connection
eMTC NB-IoT
Bandwidth 1.4Mbps 200Kbps
Peak Value DL:1Mbps UL:1Mbps
DL:20Kbps UL:60Kbps
Duplex mode Half-duplex modeFDD/TDD
Half-duplex mode FDD
Mobility Limited mobility to free mobility
immovability
VoLTE Yes No
Deployment LTE Deployment Band Deployment、Protect Band deployment、Individual Deployment
Capacity Tens of thousands 50 K/cell
dB(Versus GSM)
15dB 20dB
Battery Life 5-10 years 5-10 years
Firmwave upgrade
Yes No
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13
eMTC NB-IoT
high reliability, Key Business, Latency sensibility
Cost efficiency,
Small data transportation, Wide coverage
eMTC versus NB-IoT application
Car Tracing Building Surveillance Wearable Sharing Bike
environmental monitoring
community facilities
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IoT devices and IC Shipment Trend
15
0
2,000,000
4,000,000
6,000,000
8,000,000
10,000,000
12,000,000
14,000,000
16,000,000
18,000,000
20,000,000
201420152016201720182019202020212025
Military & Aerospace Medical
Industrial Consumer
Computers Communications
Automotive
0
10,000,000
20,000,000
30,000,000
40,000,000
50,000,000
60,000,000
70,000,000
80,000,000
2014 2015 2016 2017 2018 2019 2020 2021 2025
Processors Sensors Connectivity
IoT Semiconductor Shipment 2014-2025 IoT devices Shipment 2014-2025
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0
0.1
0.2
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0.4
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0.6
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0
10,000
20,000
30,000
40,000
50,000
60,000
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80,000
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021
Sensors & Actuators Optical Semiconductor DiscreteAnalog IC Logic IC MicrocomponentMemory CAGR % Local Design demand
China IC design industry revenue forcast 2009–2021
China IC Design Outlook
• The 2015–20 CAGR target of China’s IC design industry will be around 30%, which is higher than the whole semiconductor industry’s 20% growth rate target that was specified in the government guideline file.
• As indicated in the Made in China 2025 policy, China is targeting 40–50% IC self-sufficiency by 2020. IHS Markit
predicts the self-sufficiency in 2020 will be 45%. • Sensors, Connectivity and Processors will be IoT main demand.
© 2017 IHS Markit. All Rights Reserved. © 2017 IHS Markit. All Rights Reserved.
IoT is the major driving force for next decade
• China Major Carriers go all-out on NB-IoT deployment
> NB-IoT base station will complete 400K by 2017.
> The target in 2020, Total NB-IoT base station will be 1500K.
• NB-IoT and eMTC fusion is the major technology trend in China for multi-scenario usage.
> NB-IoT with GSM/LTE network, is weak on mobility, especially between base station transportation, But in new released R14 standard, Mobility is enhanced.
> eMTC with LTE network will make things connection in high speed, some feature like VoLTE can be used as well.
© 2016 IHS Markit. All Rights Reserved.
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© 2017 IHS Markit. All Rights Reserved. © 2017 IHS Markit. All Rights Reserved.
Hui,He, Senior Analyst [email protected]
© 2016 IHS Markit. All Rights Reserved.
18
Thank you!