Three technologies business model – Things to snatch market staged three major technology Competition


The concept originated in mid-1999。
Initially especially relevant art, refers to all later evolved into the sensor channel data may be transmitted to the distal end, and a remote control device。
In 2009, Ericsson forecast that by 2020 there will be 50 billion of equipment interoperability, when people did not care。 But by the second year, the annual report of Ericsson's "50 billion for equipment interoperability" clearly put forward this idea, changing the mindset of the industry。
And was followed by the networking industry technology battle is being staged, the focus in Sigfox, Lola and LTE-M。 Technical strongest controversy about three Whose everywhere, and eventually come to the fore what technology does not depend on the technology itself, but on the business model。
These three technologies represent three business models: 1, Sigfox the world of things operators; 2, Lola provides a technique to let other companies make up things in the business worldwide; 3, LTE-M- improvements existing technology, to reap more benefits for network operators。 These three are committed to interoperability can be achieved 50 billion devices in 2020。
Supporters of the winning party will bring huge profits, while the supporters of the losing side would bring the loss, network operators, especially excited, they seem to see the hope, there is a handsome profit waiting for them after the smartphone。 Most people think 50 billion, some conservative estimate of 20 billion, and some may even think up to 1500 million。 It pointed out that a prerequisite to achieve 50 billion in Ericsson's report: the integration of technology and services, providing cheap, fast, low-risk services, increasing investment in network construction and upgrades。 But things are not the same consumption patterns and mobile phones, consumers are willing to pay more for mobile phones, will often replace the phone。
At the same time they want to get more data in the case of the same price, the network becomes a source of the data, and the things consumers need only a small amount of data, connecting 50 billion devices before envisaged is based on the interval a few hundred bytes of the data transceiver。
While each data value is very high, so the business model must ensure that the investment and ongoing operating costs can pay off。 Application of turning things awkward situation of the world and hundreds of millions of sensors。 The red line shows the cost of deployment, deployment costs include the cost of hardware, network costs, installation costs, we want to achieve economies of scale necessary to reduce deployment costs。 The blue line represents the data value, high value data in M2M area on the left side, because when deploying cost reduction data value is declining to support the return of investment, the strange thing is when。
Despite the relatively At present, many Sigfox and Lola propaganda, but other home technology can not be underestimated, as Ingenu (previously called on-ramp), SilverSpring starfish, blue Cynet, Accellus, Telensa, nwave, Waviot。 LORA and LTE-M now also supports millions of devices, but not the same as Sigfox trumpeted。   SigfoxSigfox module available from multiple vendors, so the production hardware costs down is not a problem。 But expectations are high Sigfox, they want to become a global operator of Things。 They cooperate with operators to obtain data, then the data is transferred to the device belongs to the company。 The good news is the service all over the world are the same, the bad news is there is a big risk。
The idea of becoming a global operator is unrealistic, many cellular operators have not done。 Although Sigfox technology is much simpler than the mobile phone technology, but the business model similar。
They have raised 150 million US dollars, investors want them to become France's Unicorn。
But the problem is that if funds run out how to do?The network will disappear overnight。
This is a great risk。
  LoRaLoRa way is not the same。 With core technology for Semtech (acquisition of a French company Cycleo) set up LORA alliance to develop advanced protocols and free to members。 LoRaWAN protocol defines how devices communicate, how data is transmitted to the device, Laura and Sigfox biggest difference is that anyone can run the device, although Sigfox, Union LORA LORA also encourage operators to deploy networks, but anyone can Buy LORA base stations, and independent network。 Individuals can do the same, TheThingsNetwork is a self-organized, a lot of personal development LoRaWAN hardware on top。
With respect to the deployment of the country, Lola is more suitable for the deployment of regional, if LoRaWAN equipment providers to provide services, you can create your own base station, to continue this service。 Life length of the network is noteworthy。 In the early M2M, no one thought would one day disappear GPRS, length of life of each generation cellular networks are getting shorter。
Ingenu total market report pointed out, Laura's life cycle is more than 20 years。
If the prediction is correct, Laura's life cycle is longer than the LTE-M。 Infrastructure LTE-MLTE-M is readily available, the majority of LTE base stations can be upgraded to support LTE-M, so for operators is no obstacle。
The key question is when the chip manufacturing low-cost devices can be allocated good。 Qualcomm is in a cellular baseband chips dominance, holds several patents, continues to drive innovation so that increase barriers to entry, to maintain its leading position in the industry。 Add a little business model: Sigfox want to become a global operator, the risk is high, the possibility of failure。 Currently, it costs very low, but not sure for how long。
Its funding comes from venture investors want higher returns。
This business model determines its life cycle and future development。
Of course, if you find hinder more, maybe it will change the business model。
Laura is a decentralized way of thinking。 Semtech Corporation is a long history of steady development of chip companies, they establish a standard, a large number of partners to support the development of hardware and equipment。 In addition, they support the operators of construction equipment, allowing for the use of public or networks connected together so the effect has yet to be verified how。
Each developer is independent, because the chip only Semtech company can provide, each device will be $ 0 Semtech.Profit 5。
If the number reaches 1 billion, profits will double or triple turn。
Even if its goal the establishment of a global network failure, Semtech can earn revenue through the sale of the chip, so there is no financial risk。 LTE-M hopes to increase revenue for existing operators。 Because operators need to develop a strategy and pricing charges, operators will consider whether it is worth。 Only when the LTE-M as conventional equipment upgrade, LTE-M have its advantages。
Only reduce costs by increasing the number of possible, but this requires a large number of chip provider Qualcomm to break the monopoly, to support a variety of manufacturers。
This time the process takes longer, before Bluetooth low energy spend at least five years。 Technically, the chip technology is very simple, in part related to intellectual property rights are rarely requires minimal protocol stack。 Operators can configure the base station to support LPWAN standard, but they are too obsessed with 3GPP specifications, we hope to introduce an external standard。 If you are selected, you will choose which one?Maybe Lola。
Because it has a readily available technology, but also the control device itself, needs to meet a local area Lola。 If you need to cover the entire country or the world, select LTE-M, Sigfox there will be too much uncertainty, risk is difficult to control。 Proposal is fully consider the needs of the product, consider the product life cycle, how to save disappear if network coverage?Do not think too much about technology, because customers IoT value and reliability of the data it needs, and depending on how much trust network operators, certain business model is very important。
At present, with respect to the IoT NB-, Lola is the most mature and stable Things narrowband communication technology, its free network of private network operators is far better than continuing toll of NB network, and a network LORA life does not at a fee。 But things were Lola application development communication is difficult, long cycle, high barriers to entry。 It is understood that, in order to reduce the networking industry entrepreneurs barriers to entry, the Association to provide a set of mature wisdom LoRaWAN source code + LoRaGateway gateway custom solutions, which greatly reduced the entrepreneurs on the link tune things through and spent six months period the huge development costs, easy to quickly enter the specific application of things, to create their own brand of independent operators of things。