At present, only in terms of the domestic intelligent hardware market, it still stays at the “phenomenon levelâ€. However, it has already shaken all the links in the upstream and downstream of the industry chain. The rise of the intelligent hardware market will inevitably benefit from this synergy. The smart product is the front end, and the back end is a collective carnival that the major chip vendors have been waiting for for a long time. There is no doubt that chip makers play an important role in the entire wave of smart hardware. As the upstream of the supply chain, chip manufacturers are no exaggeration to say that it almost determines the development trend of the entire intelligent hardware industry.
Not long ago, the mobile phone chip industry experienced a major adjustment, including NVIDIA, Texas Instruments, Freescale... A series of chip manufacturers began to withdraw or shift the focus to other areas, followed by "playing dead" Nokia's Broadcom also announced Abandoning the mobile phone baseband business and announcing the entry into the Internet of Things. Indeed, with the fact that smart hardware is getting hotter and hotter, mainstream chip makers have already rushed into the Internet of Things field, which is undoubtedly a breakthrough opportunity for edge chip manufacturers.
However, in the face of chip giants such as NVIDIA, Intel, Qualcomm in the field of Internet of Things, how do edge chip makers such as MediaTek and Broadcom seek breakthroughs? Or what pain points need to be solved first?
One. Inter-device interconnection, efficient and fast networking solution
When it comes to the Internet of Things, we first need devices to be interconnected. We may wish to boldly envision future life. There may be hundreds of Internet nodes in each home. However, when these nodes are interconnected, there is a very important issue: The variety of devices is very diverse, so how do you connect so many control nodes to each other? This requires a low-cost, ultra-low power consumption wireless module support.
If the interconnection between devices provides a platform foundation for the Internet of Things, then the next step is to connect the entire IoT system to the Internet. This requires a module that connects the home wireless network signal to the WiFi or network port. Speaking of this, the layout of the edge chip maker Broadcom in the connection part is worth learning. As early as 2011, Broadcom began to explore the wireless connection technology for the Internet of Things, launched the WICED platform, after several years of technical accumulation, It is now maturing.
two. Secondary development after cloud data collection
Many times, as users are still accustomed to seeing data related to themselves, the data of home networking is best to be crawled in the cloud, providing developers with the possibility of secondary development, and also allowing developers to target individual needs. Customize it privately. This requires a stable and secure cloud server that can capture information about the home network at any time in the cloud.
three. Cheap, low-power interconnect solution
For chip manufacturers, the low-power home connectivity solution and the connection of the home Internet of Things to the Internet are all worth breaking through. These solutions may not require high performance, but must be low power and extremely inexpensive. Some people may say that the price is cheap, and where is the chip maker's profit? You are wrong. In the early stage, you should not ignore the profit because of the cheap price. Imagine the quantity of them. How many mobile phones do you have in your home? How many appliances? How many sockets and light switches? Once the quantity comes up, the profit is small, and it is also very impressive. But as mentioned above, chip vendors are required to provide a cheap, low-power home connectivity solution first, otherwise they will not be discussed.
four. Fund + technology + long distance running
Above we mentioned the technical problems that the Internet of Things needs to solve, but in fact some edge chip vendors are very scarce in the technical patents, and often need to spend a lot of money and time to re-develop, compared to the technical accumulation of some mainstream chip vendors, This is undoubtedly a weak part of the edge chip players, so in the current turmoil, edge chip players must have competitive technology and strong financial support, and because the IoT market is not mature, chip players must also do The preparation for long-distance running, because in the foreseeable future, the formation of the oligarchs will occupy most of the market, and the players who are powerless, technical, and powerless in the market will only be eliminated.
At this stage, we will see new equipment releases from time to time, especially for consumer devices, but we have to say that most of the products are ugly, lacking in function, and there are many bugs. Many manufacturers don’t know what to do. The kind of product is nothing more than following the general trend and speculation concept. But in turn, such a market environment is a challenge for every manufacturer, everyone is in the trial and error stage.
From the perspective of chip manufacturers, it is to provide a platform for these trial and error enterprises, so that enterprises spend less resources and manpower in the trial and error phase, do not need to spend time and energy on the technical difficulties common to all. For example, the Internet of Things is like a barren land, only seeing weeds, not knowing when to see big trees, but the chip company can give it a little more water and fertilizer, so that the speed of these grasses can Growing faster, the soil is more suitable for the growth of big trees. After a long time, you will naturally see the trees. What the chip company is doing now is to help them change their direction, especially for the edge chip makers who have not played in the mobile phone field before. It is also an opportunity to re-start to seek a breakthrough.
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