China submits sensor service specification to compete for international standards of Internet of things

Xing Tao, deputy secretary general of the Working Group of Sensor Network National Standards, said on March 29th that China is submitting to ISO/IEC JTC1 (ISO/IEC Information Technology Committee) an international “Information processing service and interface specification for sensor networks”. The standard proposal has passed the new work item (NP) vote. This means that China has begun to participate in the development of international standards for the Internet of Things and strives to grasp the right to speak.

People in the industry believe that the current development situation of the Internet of Things is very similar to the beginning of the Internet. The Chinese government is currently actively working on standard setting, basic research, etc. It will help promote the development of the domestic Internet of Things industry, but find the right business model. And industry applications can promote the long-term development of the Internet of Things. Specific to the domestic capital market, the current investment opportunities mainly exist in the field of information collection and information transfer, and future opportunities exist in the field of industrial applications.

The government vigorously promotes

CCID Consulting's research shows that the market size of the China Internet of Things industry exceeds 10 billion or even 100 billion yuan in the public service sector and in areas such as safe home, power security, public safety, health monitoring, intelligent transportation, major areas of intrusion prevention, and environmental protection. In 2010, the scale of China's Internet of Things industry will reach 200 billion yuan. By 2015, the overall market size of China's Internet of Things will reach 750 billion yuan, with a compound annual growth rate of more than 30%, and the market outlook will far exceed that of computers, the Internet, and mobile. Communication and other markets.

Since Premier Wen Jiabao inspected the Wuxi IOT industry base, all local governments and authorities have attached great importance to the development of the Internet of Things. Zhang Xinjian, the general manager of Zhejiang Telecom, proposed that China should upgrade the construction of the Internet of Things into a national strategy and must grasp the right to speak internationally. “The Internet of Things is just starting out for the world. China should seize this rare strategic opportunity, increase government support, provide special funds, and provide preferential taxation policies.”

In fact, the Inter-ministerial Leading Coordination Group for the promotion of the Internet of Things initiated by the Ministry of Industry and Information Technology has begun operations, and plans to launch a series of national IoT infrastructure planning and support for industrial development policies to speed up the process of industrialization of the Internet of Things.

Ren Wenjie, a researcher at First Pioneering Securities, believes that the current stage of development of the Internet of Things is not a high level of industrialization. Most of them are basic research. At this time, the government plays a very important role in industrial planning and government support. Moreover, in the absence of international standards for the Internet of Things, if the government can actively participate in the formulation of international standards, it will have sufficient power to speak for the development of the domestic Internet of Things industry, and participate in the commanding heights of global Internet of Things development.

The relevant person from the Ministry of Industry and Information Technology also revealed that in early March, a 9-person working group led by the Ministry of Industry and Information Technology went to London, UK, to participate in the first meeting of the International Standards Working Group on Sensor Networks (WGSN) after the establishment of the International Standard. As early as 2009, under the strong support of the National Standardization Management Committee and the Ministry of Industry and Information Technology, the National Information Technology Standardization Technical Committee established the National Sensor Network Standards Working Group and set up an international standardization research group to further strengthen and coordinate the arrangements for international standardization. jobs.

In addition, Guangdong Province, Beijing Municipality, and Wuxi City have all proposed their own plans for the development of the Internet of Things and have applied them in public safety, food safety, and urban transportation.

Benefited and orderly delivery

Dongxing Securities researcher Wang Yuquan believes that the development of the Internet of Things will be an “inverted triangle” pyramid model. In the first two to three years, 50% of investment opportunities lie in the field of information collection, 30% in the field of information transmission, and 20% in the application field. In the next two years, 50% of investment opportunities exist in the application field, 30% in the field of information transmission, and 20% in the field of acquisition.

Referring to the Internet of Things, due to the low maturity of the industry and the unclear business model, many people are skeptical that the concept of the Internet of Things is too virtual, and there are too many components. However, industry researchers believe that the application development is gradually expanding along with the maturity of the technology. It is not until the technology is fully mature that the application will begin. In some areas, the Internet of Things will take the lead in deploying applications. During this period, With the maturity of technology and the reduction of costs, the application will also ebb in the sand, and gradually find a suitable business model, the birth of a star company such as Microsoft, Google.

The essence of the Internet of Things is that industrial, agricultural, transportation, and service industries have once again deepened their informatization. The focus of their industrial chain lies in the collection, transmission, and processing of information. Investment strategies can be applied from these three major nodes and the Internet of Things. Get started.

The collection of information mainly relies on sensor networks. RFID and barcode identification are only a small part of it. The perception of temperature, humidity, and geographical location belongs to this category. The main technologies the sensor network depends on are sensors, MEMS devices, and embedded devices. Programming and so on. Wang Yuquan believes that in terms of specific company investment, it can mainly focus on the new continent that is engaged in tracing the source of two-dimensional codes; Yuanwang Valley, which engages in RFID chips, electronic tags and readers, Shanghai Belling, Dongfang Electronics, and Furi Electronics, etc.; Datang Telecom, Eastcompeace, and Hengbao shareholding companies engaged in TD chips and SIM cards.

The transmission of information mainly relies on the existing fixed communication network and mobile communication network. The future information transmission of the Internet of Things may be an extension of the existing mobile communication network, which are all sites of traditional telecom operators. At present, the three major domestic operators have been actively operating and trying to complete the industrial layout as soon as possible. Wang Jianzhou, Chairman of China Mobile, proposed this year’s “two sessions” proposal on the Internet of Things. Wang Jianzhou put forward five recommendations: scientifically develop the development plan for the Internet of Things, formulate technical standards for machine-related equipment for the Internet of Things, and issue support for the development of the Internet of Things. Industrial policy promotes the application of wireless sensor networks and TD networks to enhance the scale of application of the Internet of Things.

In the field of information processing, it still needs to rely on large-scale parallel computing and data mining technologies. IT giants such as Google and IBM still have super power in these fields. In the short term, there are no other companies that can surpass these companies.

In the area of ​​Internet of Things applications, the industry is generally willing to refer to the various application directions of the Internet. The industry expects that in the near future, smart grid, mobile payment and other industrial applications will be the first to popularize, becoming the first commercial application of the Internet of Things. The Dongxing Securities report believes that related companies in the field of information collection will indeed make money in the next two to three years, but it is not the most profitable, and companies in the field of information transmission, especially telecom operators, will be expected to be directly involved in downstream applications. Share revenue directly. In addition, companies related to Internet of Things applications, such as Great Wall Development and Wei Shi Tong, will face excellent opportunities for development in the coming years.

Application expectation breakthrough

People in the industry believe that the main problem facing the development of the Internet of Things is that the high costs make the industry unsustainable, or that there is no ideal business model for the time being. At present, active labels developed abroad are very useful for tracking high-value goods. The scanning distance can reach 100 feet, but its cost is about 1 US dollar and cannot be used in low-cost products. The industry expects that only if its cost drops below 3 cents will it be possible to apply it to a single package of consumer goods.

Ascent Technology CEO Zhang Zhenqing once told the media that Mengniu hopes to cooperate with AsiaInfo Technology and China Mobile more than a year ago. He envisages labeling each box of dairy products and determining the specific location of each box of milk through mobile network positioning. The "serious goods" problem that has caused the FMCG industry headaches. However, after the final plan came out, Mengniu gave up because the cost was too high.

In addition, since the Internet of Things industry application is a new industry, involving many industries, many applications have broad prospects, but if the supporting policies are not in place, they still cannot be well promoted. The Hubei Provincial Expressway Administration recently revealed that it has invested more than 10 million yuan to build ETC lanes and only 100 vehicles have used ETC electronic tags throughout the year. At the expressway toll station in Wuhan, vehicles with multiple toll lanes queued up, while the outermost ETC dedicated lane was deserted. In more than one hour, there was not even a single car using the ETC lane. One owner said that using an ETC tag costs 400 yuan to purchase electronic tagging equipment, which is too cost-effective, so he would rather line up for the payment and would not spend the money to buy the device.