Electronic core news morning report: How big is the scale of the Internet of Things?

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As an analyst of McKinsey, a multinational management consultancy, Christopher Thomas will always think outside the box, so this time in the market's rush to the Internet of Things, he proposed the Internet of Things with the position of the company's Asian semiconductor market research director. The question is not surprising. A very real challenge is that the Internet of Things is not expected to generate short-term gains. Thomas quoted a recent survey, pointing out that 80% of the senior executives surveyed believe that IoT revenue will be in revenue for the company in 2017. The contribution is less than 10%, and 50% of corporate executives believe that the ratio is less than 5%. How large is the future of the Internet of Things? How long does it take for the Internet of Things industry to take off? Today's electronic core news morning newspaper gives you the answer.

I. Internet of Things

1. McKinsey analysts questioned: The scale of the Internet of Things is not that big . “No analysts say the IoT market will not be big, but we still have reservations about it” in an Industry Strategy Symposium organized by SEMI in Silicon Valley, USA, although almost everyone is right. The emerging IoT market is optimistic, and Christopher Thomas, an analyst at McKinsey, a multinational management consultancy, questioned: “If the IoT market is not that big, or it takes longer than expected to take off. What?"

2. The Internet of Things seeks a new version of low-cost, low-power honeycomb technology. At a symposium hosted by the Wireless CommunicaTIons Alliance, Godfrey Chua, principal analyst at market research firm Machina Research, estimates that by 2023, LTE MTC is expected to be a 10% connectivity solution for all IoT devices: “We may have a lot of IoT for many different applications... but LTE MTC will be the fastest growing among them.”

Second, the semiconductor

1. In 2014, the South Korean system IC trade turned into a deficit of 1.6 billion US dollars. According to DIGITIMES Research, due to Apple's Apple App Processor (ApplicaTIon Processor; AP), Samsung Electronics' smartphone sales growth has slowed down, and Samsung AP is not easy to integrate LTE (Long Term EvoluTIon). In 2014, the Samsung system IC business revenue and the South Korean system IC export amount both fell compared with 2013, which also led to the South Korean system IC trade after a three-year surplus in 2011-2013, and turned into a deficit of 1.6 billion US dollars in 2014.

2, the global packaging and measurement industry output value estimates, high-end packaging demand has increased rapidly. According to research firm TechSearch, the Fan-out fan-shaped wafer-level package (FO-WLP) market will grow significantly from 300 million units in 2013 to 1.9 billion in 2018, driven by the thinness of smartphones and mobile devices and reduced cost requirements. Units, which have grown six times in five years, may be unfavorable to the carrier board under the impact of the technology of carrying the board. However, Jing Shuo and Xin Xing have already invested in Coreless technology, and Jing Shuo has successfully developed Multi-layer coreless carrier technology.

Third, cloud computing

1. Microsoft acquired the R language development company Revolution Analytics. Microsoft has acquired Revolution Analytics, an R language development company for statistical computing and predictive analytics, with no disclosure. Revolution Analytics provides an "enterprise platform" for developing and deploying R-based analytics solutions that scale to span large data warehouses and Hadoop systems to integrate with enterprise systems. Revolution R's clients include banks, financial services, pharmaceutical companies, consulting firms, manufacturing and technology companies.

Fourth, the communication chip

1. Ericsson Watch: Industrial Internet is in its infancy, and 5G will be commercially available in 2020. Recently, Ericsson released the 2015 trend report and observed that in 2014, the global LTE subscribers increased by 45% year-on-year to around 400 million, while China's LTE subscribers have exceeded 80 million, with an average monthly user growth rate of over 50%. It is estimated that by 2020, the number of LTE users worldwide will reach 3.5 billion, accounting for about 42% of the total mobile broadband users.

2. China's mobile communications market is not optimistic about the saturation total and structural outlook. Recently, China's three major operators announced the December data, and the three major operators' 2014 annual operating data were released. By the end of 2014: China Mobile's mobile phone users numbered 807 million, net increase of users 39 million; China Unicom users 299 million, net increase of users 18 million; China Telecom users 186 million, net reduction of 40,000 users; 1.29 billion, a net increase of 58 million. From the perspective of market total, 2014 is the clear year of “satisfaction” in China's mobile communications industry.

Five, smart home

1, Apple's HomeKit smart home application will be available after the spring. January 26th news, according to foreign media reports, users who have been waiting for Apple HomeKit products may be disappointed. The smart home platform launched last summer is rumored to be available after the spring of this year. Although waiting will reduce the heat of the product, Apple does not want HomeKit to appear on the market after various problems, just like the adverse effects caused by the launch of the map product. Apple hopes this is a stable product.

Sixth, intelligent hardware

1. Apple Pay continues to push the concept of mobile wallet. According to foreign media reports, Apple's three-month payment service Apple Pay is moving toward the goal of other mobile wallet services: Convince people to use Apple Pay. Previously, Google, eBay, and a group of startups encouraged people to use their mobile phones to pay for shopping, and did not make any progress, because consumers felt that the service had no advantage over swiping. According to Brittany Salcedo, the nightclub manager at Canyon Market, "Our customers say Apple Pay is safer." The supermarket installed a wireless reader compatible with Apple Pay three weeks ago. Although no official statistics have been made, Salcedo estimates that 30% of customers use Apple Pay services.

2, Project Ara has not played yet, modular computers are coming. The launch of the Project Ara Developer Conference has once again made the Google Project Ara module phone, which has always received much attention, a hot spot. In addition to meeting the individual needs of users, the module mobile phone allows them to DIY mobile phones. Another big selling point is to reduce waste: what if the modules that are replaced do not want to be wasted? - Assembled into a computer. It is not Google that proposes a "modular computer", but a Finnish company, Circular Devices, which develops a Puzzlephone module phone. The Verge reports that Circular Devices recently introduced the concept of a "modular computer", and that the modules that make up the Puzzlephone module phone can also be used to assemble Puzzlecluster, which ultimately forms a modular computer.

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