IoT on Bicycle-Sharing and influence on Semiconductor

2020-09-08

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Bicycle-Sharing Market Background

1. Sharing Economy

Sharing Economy means share assets in hand to other people, to increase utilization. In a word,”Sharing than exclusive”

2. 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%

3. 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-Sharing Business Chain

Configuration Teardown and Analysis

Electronic Lock Case Study

Major Chip Player on Bicycle Sharing

Modem Cost Analysis

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:

•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)

IoT Case Study-Bicycle-Sharing

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

NB-IoT and eMTC fusion to influence China IoT industry

Connected Devices Hierarchy

More and More things connect to the Internet

As predicted by Huawei, By the 2025,Physical things connection will reach to 100 Billion

eMTC and NB IoT fusion on China IoT industry development

eMTC versus NB-IoT application

IoT devices and IC Shipment Trend

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.

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.

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