The report is released formally | Involve company of a hunderd schools, wi-Fi circuit detailed is so

2023-08-19

Wi-Fi, be born at 20 old before, wi-Fi standard every 3-6 year update, its evolve into a tenet besides make transmit rate faster, transmission power comsumption is lower, transmit safer beyond, be based on amounts of pair of equipment of network of prospective content couplet to will add much consideration gradually, wi-Fi standard also is replacing the capacity that cares about the IoT industry such as low power comsumption, low cost, big join.

Meanwhile, wi-Fi surpasses the industry that also swarmed all sorts of fixed position attribute on the road, the care is wireless join technology of the representing and applied demand with Wi-Fi.

On August 3 afternoon, " industry of network of couplet of Chinese Wi-Fi content considers to report (2023) "The form with the news briefing on the line is formal externalRelease freely! Report by star chart of content couplet medium, AIoT the academy is engineered, compare from Wi-Fi standard and dimensions introduction, Wi-Fi and other technology, 5 big fields undertake trend of industry of situation of trade of analysis of Wi-Fi industry catenary, Wi-Fi, Wi-Fi be analysed deep, welcome download of each reader friend to read, communicate with respect to trade problem and us.

It is a news briefing below those who go up share dataCrucial pageFace, whole report content can sweep a download to examine.

According to above chart content:

1) calculate from 2023 case, wi-Fi market future returns can concomitant Wi-Fi 4/5/6/7 5 years the product of multinomial standard. Among them Wi-Fi 6, Wi-Fi 7 is in almost 2023, the shipment between 2024 grows quickly, 5 years the main increment of Wi-Fi market also comes from future these two kinds of standards. Predict 2027, the shipment of Wi-Fi 6 product will be adjacent 50% , the shipment volume of Wi-Fi 7 product will be adjacent 20% .

2) predict 2025, the shipment volume of Wi-Fi 6 product will exceed Wi-Fi 4 product, one of making all standards. Of course, above uses the data of setting completely for Wi-Fi. If watch equipment of content couplet network only (eliminate mobile phone, PC, means by implement) , the time name a person for a particular job that volume of Wi-Fi 6 shipment exceeds Wi-Fi 4 will be chiefer, because industry of content couplet network is more sensitive to the price,this is, demand is simpler, they are in upgrade want on the speed of use Wi-Fi 6 relatively some slower.

3) Wi-Fi 6E will be replaced stage by stage after round of little growth; The shipment of Wi-Fi 4, Wi-Fi 5 is occupied than also will gliding stage by stage, but to still maintain when 2027 in certain proportion level (occupy than all be close to 20% ) , because be put in one part setting to use Wi-Fi 4, Wi-Fi 5 to be able to satisfy requirement only from beginning to end,this is.

According to working frequency paragraph different, wireless join technology basically has content couplet net the job is inSub-1GHz frequency paragraphBe in with the job2.4GHz and above frequency paragraphTwo kinds big. Among themSub-1GHz frequency paragraph Wi-Fi Halow, NB-IoT, LoRa, Z-Wave, Wi-Sun waits, 2.4GHz frequency paragraph basically have technology of traditional Wi-Fi, blue tooth, Zigbee, Thread.

But can see from above radar graph, include Wi-Fi inside, do not put in a join technology with any perfect target, from cost of transmission distance, transmission speed, system, power comsumption, can receive the dimension such as node amount to spend a consideration, they often each has his strong point. In this, the clear advantage of Wi-Fi depends on transmitting rate. This also facilitated to produce industry another kind of phenomenon: The technical conformity such as Wi-Fi and blue tooth, 5G is together, release as Combo chip: In freeboard compositive below spent design, function of chip dimension, cost, product hopeful promotion.

Wi-Fi IoT board piece chip of STA of standard of unlike of market competition pattern and road by AP chip general oligopoly, Basically be large tradition at present firm of integrated circuit design and in the occasion that business of design of small integrated circuit coexists, and bilateral player has an advantage each: Large plantBusinessThe investment of ongoing hair force, capital, dominant position that sells body strung; Medium and small businesses the dominant position that in the gender valence comparing, mainland changes service of degree, client to reach carry out hind to go up.

The point of view that is engaged in closing company outstanding achievement will consider, Selling quantity of product sale price, product and raw material purchase the valueCan produce an effect to outstanding achievement. 2018 years of degree that offer according to industry business act according to pushing, in other factor changeless circumstance falls, sale of this company product is monovalent every drop 1% , profit total drops 4.46% ; Company product selling quantity every drop 1% , profit total drops 2.26% ; Company brilliant circle purchases the value on average every rise 1% , profit total drops 1.24% .

According to above information, can Wi-Fi the strategic value of each standard generalizes for:

1) Wi-Fi 4 IoT and STA market maturity are usable, but still have innovate and obtain guest space;

2) Wi-Fi 6 all is belonged to by AP3 big market in IoT, STA, road breed period, from different application angle has the ability that can dig or character;

3) Wi-Fi 7 basically is in smartphone, road by implement the market has action of many research and development, the person that drive basically is to be connected high, rich is connected, the enterprise of the first echelon formation that couplet hair division is a delegate, placed them to expect to lead the demand of the market, but begin from chip, the price of Wi-Fi 7 product still is in exalted level.

4) Wi-Fi Halow basically faces IoT market, besides compare with traditional Wi-Fi standard, also can be like contrast of NB-IoT, Lora with LPWAN technology, but no matter who adversary is, at present Wi-Fi Halow also greeted fast hair exhibition period, through many cooperative news release, prove the industry is accelerating compose to build the whole modes of life and relation to their environment with responsible division of labor.

Trend of Wi-Fi IoT industry can spread out from 3 levels narrate:

1) chip layer: "Much join " demand aggravate market competes

World of business of content couplet network is not put in blind technology to adore, also be such to Wi-Fi technology. And be when consideration IoT application, because IoT is wireless the agreement is numerous, demand is diverse and the fragment is changed, Right now " much model " train of thought can gift a chip supports a variety of join means and level at the same time, cut hardware structure design thereby, reduce different level chip embedded and same a complexity of equipment, save cost and space.

Additional, it is traditional Wi-Fi chip not only design business will continue to roll out Wi-Fi product, design a company for adept chip with other and wireless technology, in bringing into Wi-Fi likely also business distribution, with satisfying the requirement that their client changes adequately. Below this kind of circumstance, industry player is remarkable grow in quantity, the phenomenon of confluence of blue tooth of similar Wi-Fi and low power comsumption, taste newly in rife enterprise in body comes out now.

2) modular group layer: The direction of trader of program of face model group is developmental

From above paragraphs a few appear on the market in the money newspaper data of the company, the battalion that can discover group of model of partial company Wi-Fi IoT closes and level of wool interest rate is in glide condition, can have explained industry of group of Wi-Fi IoT model also is challenged in experience. Its Central Plains because, also depend onThe player's grow in quantity, cause the market competition is more intense. And the competitive new player that we carry, with Wi-Fi chip manufacturer of platform of cloud of net of couplet of former plant, content is typical delegate, the company of Wi-Fi model group that they process a type relative to Yu Chun has " linkage swims up and down " advantage.

Accordingly, company of group of partial Wi-Fi model begins transition is trader of modular group program, Maintain with all one's strength on one hand in " join " the crucial dominant position that go up, develop software platform on the other hand in order to form the plan of soft hard an organic whole(this platform needs a butt joint commonly system of zoology of many hardware equipment) , fast, one-stop contented client demand.

3) apply a layer: 5.8GHz support is entered to speech, image application rank

Was in in the past 2.4GHz frequency paragraph, wi-Fi has become the function that join and data transmit in domain of a lot of application. There was very big improvement in low power comsumption and transmission efficiency respect considering Wi-Fi 6, Wi-Fi 6 or will open the applied market that Wi-Fi has a demand this kind to transmitting speed in speech, image stage by stage. Current, the product of 2.4GHz/5.8GHz double frequency that has had a firm says supportable installing prevent, the car carries, the application of the more complex setting such as robot, industry, medical treatment.