After China Telecom announced its grand strategic layout on the LTE Internet of Things, as the world's largest mobile communications operator, under the guidance of national policies and the company's "big connection" strategy, China Mobile has finally made up its mind to launch narrow-band IoT.
Last week, China Mobile officially launched related collection work. According to China Mobile's "Cellular Internet of Things Engineering Wireless and Core Network Equipment Design and Research and Development", the related project amount is 39.5 billion yuan. According to C114, China Mobile expects the total base station construction scale to exceed 400,000 in two years, and the overall investment exceeds 40 billion yuan. Among them, 145,000 new stations will be built in 2017, and the investment scale will be about 10 billion yuan. Both the wireless network and the core network will have a large investment.
At this year's MWC Shanghai, China Mobile Vice President Sha Yuejia announced that it will launch mobile IoT construction in 346 cities across the country. By the end of the year, some key cities will be commercialized, and the number of intelligent Internet of Things connections will increase by 100 million. 200 million households.
Industry insiders pointed out that although it started later than China Telecom, considering the maturity of the entire industry chain, especially the cost of chips and modules, the LTE Internet of Things will usher in a real outbreak next year, so China Mobile is in the right place. actually. Since China Mobile will deploy the network at 900MHz, 400,000 sites are enough to achieve full network coverage.
Collecting and collecting: releasing 40 billion cakes
Although money is not a panacea, it is impossible to have no money.
This is a good comment for the actions of the three major domestic operators on the LTE Internet of Things. In June of this year, the Ministry of Industry and Information Technology officially issued the "Notice on Promoting the Construction and Development of Mobile Internet of Things (NB-IoT)", allowing operators to deploy NB-IoT systems in the allocated IMT system bands of GSM or FDD mode. China Mobile has loosened its tie.
Under the combined effect of various factors, China Mobile adjusted its strategic direction in a timely manner. Although the annual capital expenditure of 176 billion yuan has not changed, the investment in NB-IoT has increased significantly.
Recently, China Mobile released the narrow-band IoT antenna collection for 2017-2018, with an estimated total of 1.11 million faces. The purchases are narrow-band IoT antennas (single-frequency 900MHz) and narrow-band IoT antennas (dual-band 900/1800MHz). At the same time, China Mobile also launched the 2017-2018 cellular IoT project wireless and core network equipment design and feasibility study collection, estimated project costs reached 39.5 billion yuan; In addition, China Mobile also launched related network survey procurement, involving The amount has also reached 1.56 billion.
Local mobility moves even faster on the NB-IoT than the group. For example, in May of this year, Zhejiang Mobile has launched the “Internet of Things and Actionâ€, plans to invest 2 billion yuan in network construction funds, establish two laboratories, invest 50 million yuan for IoT terminal subsidies, and build an IoT cloud platform. It plans to support 100 partners. By the end of June, the number of Zhejiang Mobile NB-IoT base stations has reached more than 1,000.
Although China Mobile's focus this time is NB-IoT, NB-IoT is not the whole of China Mobile's narrowband Internet of Things.
Some brokers pointed out that China Mobile has always hesitated in the deployment of NB-IoT, and the core is to consider "investment income." However, under the guidance of the national policy and the company's "big connection" strategy, it finally decided to launch NB-IoT in May this year. But not only NB-IoT, but NB-IoT is deployed first, and LTE FDD and eMTC capabilities are synchronized. NB-IoT and FDD are planned in a unified manner, which not only meets the requirements of converged networking, but also allocates investment. Sha Yuejia also made it clear that China Mobile is committed to simultaneously promoting the coordinated development of NB-IoT and eMTC, thus achieving complementary technologies and industrial advancement.
Advance all-round: accelerate the ripening of the NB-IoT industry chain
At present, NB-IoT and eMTC costs are still higher than other IoT connections. However, with the arrival of large sums of money and the large-scale commercial period, the price of NB-IoT is gradually decreasing, but the price is still high this year.
According to Lu Liangjun, deputy general manager of the marketing department of China Telecom Group, the NB-IoT industry chain is now mature and commercial, but the price is relatively high, and the module price (about 120 yuan) becomes the limiting factor; for NB-IoT, the start is rapid, the second half of the industry The chain is highly supported and the price is high (70-100 yuan). In response to these problems, operators including China Mobile and China Telecom are fascinating the NB-IoT industry chain through their industrial influence and capital advantages.
For example, in the field of chips, China Mobile has actively promoted the integration of software and hardware with the basic communication suite, thereby reducing the development cost and threshold of IoT applications. ZTE Microelectronics, Ziguang Zhanrui and Haisi respectively released the chip plan for the second half of 2017, which will support the connection with China Mobile OneNET platform.
In the field of modules, in order to break the fragmentation problem, China Mobile joined the vertical industry and module manufacturers to launch four general-purpose modules. In terms of subsidies, China Mobile plans to carry out special subsidies and special promotions. For the use of China Mobile IoT card as a transmission channel, the contract period is more than one year, and the products are subsidized by industry customers in China Mobile. The subsidy rate is up to 50. %.
In the field of main equipment, China Mobile launched the "Cellular Internet of Things Technology Test" earlier this year, in which Datang Mobile tested in Lanzhou, Huawei in Hangzhou, ZTE in Guangzhou, Ericsson in Shanghai, and Nokia in Fuzhou. It is understood that from the test situation, the main equipment test results are relatively ideal.
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