Since LTE Cat.1/LTE Cat.1 Bis began dimensions application 2020, become one of popular topics in industry of content couplet network for a time. Just, all previous classics 3 years, to the development of LTE Cat.1/LTE Cat.1 Bis the current situation reachs future inside course of study, In before one applauds doubt raised in sound, think development of LTE Cat.1/LTE Cat.1 Bis is inferior to anticipating, the feasibility that suspects low exchanges market share.

Well-known, all along of beehive communication technology is generation generation goes be being replaced newlier, LTE Cat.1/LTE Cat.1 Bis also is the necessary one Cheng in process of gradual progress of beehive communication technology, next, LTE Cat.1/LTE Cat.1 Bis still can be each big firm devotes into the career that goes doing. When industry has more and different sound to appear, academy of AIoT star chart pays close attention to LTE Cat.1/LTE Cat.1 Bis to be reached currently continuously in the near future development, thinkLTE Cat.1/LTE Cat.1 Bis can be the deploy of the most large-scale net of beehive content couplet inside a few years communication technology, or the growth that can maintain 30% fluctuation, the market still considerable. This also is group of model of instantly LTE Cat.1/LTE Cat.1 Bis and even chip fall in the case that has gain space hardly, each are big the manufacturer still is in make all over the germ place that skill answers current industrial difficult position.

The near future, academy of AIoT star chart plans to be aimed at technology of communication of net of beehive content couplet to make report of a series, more is forecasted about the true get along with of LTE Cat.1/LTE Cat.1 Bis, 5G, NB-IoT, will appear in the report. " the market of LTE Cat.1/LTE Cat.1 Bis of series of network of beehive content couplet dogs investigation report (2023 edition) "It is forms around technology of LTE Cat.1/LTE Cat.1 Bis market dogs investigation report, the report tries to show industry of LTE Cat.1/LTE Cat.1 Bis evolve into setting of representative application of pattern, industry, newest market to apply the choice between circumstance, low and market share, industry to develop the current situation and future to develop the more complete, realer message such as the trend.

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Through the graph 1 OK and direct move gets, mobile base the change that stands to experiencing a structure: From 2G+3G base the station gives priority to 4G radical station. Will greet 2G+3G in the near future base station amount drops, the process that amount of 5G radical station grows.

Although 2G/3G retreats the cry of the net very tall and the work that operation business pushs 2G/3G Teng Pin actively to remove a net, but will look from the data that goes 2 years, 2G+3G base the sheer scale of the station did not appear fast fall.

Up to by 2022, 2G+3G base the amount of the station still has 2.38 million, before be being compared one year clean decrement is 255 thousand. This also flank proves to want to realize 2G/3G to remove a net completely still difficult and heavy. Besides base the station decreases slow beyond, the network that still involves historical capital problem, local district still cannot satisfy 2G/3G terminal to have the demand with migratory network, consideration that still having a bit is cost respect.

All the time since, join of net of beehive content couplet can be divided according to network rate for low rate, middling speed rate, high speed leads 3 kinds big, they part with 60% , 30% , the pyramid of 10% occupy than the structure by the place inside course of study hep, get know clearly industry approbate. Nevertheless, NB-IoT developed so much after year, carrying relatively gently growth rate, and will be measured in the shipment after two years begin to drop.

Below such setting, LTE Cat.1/LTE Cat.1 Bis rises abruptly sadly, become net of beehive content couplet to expand main force. Because LTE Cat.1/LTE Cat.1 Bis regards the delegate that middling speed leads as the technology, Because think gradually inside this course of study " pyramid model " invalidation, those who replace is " egg model " . Among them, a rougher estimation is, the market of low speed rate occupies high school to be than making an appointment with1:2: 1.

Academy of AIoT star chart thinks, "Egg model " hold water in the ability below some kind of condition only, its premise is to be aimed at active to correspond this part. When the network of passive content couplet that also should develop 3GPP in synchronism also brings into discussion category, couplet network equipment accepts technical demand to the signal company, still follow the pattern of pyramid model on the whole. Net of couplet of beehive passive content is on foundation of framework of group net type, play beehive network is extensive the advantage of deploy, make off-the-peg base station resource regards label of net of passive content couplet as incentive signal source and receive facility, attemper through uniting implementation is bigger limits group net and enlarge communication space, realize what low of net of huge matter couplet is worth terminal of content couplet net to be received thereby.

From the graph the data table of 3 left can see, 2GThe link that will have 60% will be migratory go up to NB-IoT, remain 40% migratory go up to LTE Cat.1/LTE Cat.1 Bis, and original 3G join will be all migratory to LTE Cat.1/LTE Cat.1 Bis. In addition, stem from cost consideration, the join of the Cat.4 that has 40% the quantity is transferred to LTE Cat.1/LTE Cat.1 Bis. Union controls two watches to look, prospective beehive future will by NB-IoT, LTE Cat.1/LTE Cat.1 Bis, Cat.4, 5G, include RedCap to carry on jointly.

In market of net of beehive content couplet, because modular group link is opposite more transparent and have referenced sex, because this industry is used to,cut from beehive model group, will understand the situation of whole market with this. According to Counterpoint of market research organization of market of newest battery of wire mould of couplet of global beehive content forecast a report, to 2030, volume of shipment of group of global beehive model will exceed 1.2 billion, compound year of increase rate for 12% . Before the growth that shipment of group of wire mould of beehive content couplet estimates is ranked 3 it is 5G respectively, NB-IoT and LTE Cat.1 Bis group of these 3 kinds of models.

Academy of AIoT star chart is opposite according to oneself of market of net of beehive content couplet dog for a long time, join the case that place of near future survey masters, did on Zun Tu's foundation a few adjust, the technology that basically involves includes LTE Cat.1/LTE Cat.1 Bis, 5G, 5G RedCap and NB-IoT.

Union pursues in light of 4 or so two watches: 5GAbsolutely brunt technology will be made 2030, the shipment volume of 5G model group is added in type of system of ownership fast the fastest, but the market is occupied lower than be being moved; The whole of each time node of 5G RedCap shifts to an earlier date one year, the market is occupied than be being increased; Volume of shipment of NB-IoT model group is added fast in next a few years relatively gently; Volume of shipment of group of model of LTE Cat.1/LTE Cat.1 Bis is added fast also will faster. In addition, to this 10 year end, should meet on the market see content couplet net introduces 6G technology, but early days 6G will be confined to the high-end application process such as enterprise and broadband.

On the whole, from 2017 up to now, before group firm 5 markets occupy wire mould of couplet of global beehive content to maintain than summation in 60% fluctuation. After 2020, move the position that far communication is holding Top1 all the time, the market has rate stability to be inside 25%~35% interval. And Top2~Top5 is fluctuant bigger, beautiful case intelligence, wide and connect, the position that the modular group firm such as day sea intelligence, Sierra Wireless, Thales, Tailite, Rolling Wireless contends for Top2~Top5 alternately.

On market of net of couplet of content of whole a honeycomb-like thing, "Low " " involute " " technical doorsill is low "Wait for a vocabulary to become the demon cuss that modular group company cannot cast off, from in last few years the competition of the modular form product such as NB-IoT, LTE Cat.1/LTE Cat.1 Bis can peek one spot. Of the enterprise to link of this industry chain live problem nature also caused attention, at present firm of each old standard group also spends type to adopt answer measure, includeBegin terminal professional work, begin ODM professional work, launch cloud platform service, offer custom-built change plan and increase business of operation of domestic and international market to cooperateEtc.

From the graph the data of 5 looks, before two years, violet light exhibited acute and ASR to be formed in market of chip of LTE Cat.1 Bis " double oligarch " situation. And basis this year forecast, volume of the violet smooth shipment that exhibit vigor is little last year, it is 40 million about; ASR is basic with kept balance last year, hold 55 million shipment amount. And move the quantity is in the shipment that core corresponds to grow quickly this year, annual shipment volume predicts to achieve 50 million, or will minatory " double oligarch " pattern.

Eliminate these 3 beyond, basically have the chip company such as science and technology of science and technology of core ala information, of Zhi Lianan, core, science and technology putting in core 's charge, will in preliminary this year implementation the shipment of 1 million level is measured, Total shipment measures these enterprises to be 5 million about. Predict to came 2023 2024, the deploy dimensions of LTE Cat.1 Bis will resume high speed growth, replace the market putting an amount of 2G especially, and the stimulation that increases innovation market newly, still can the enterprise such as terminal of group of model of more beehive chip, communication, intelligence is joined.

Industry of our country LTE Cat.1 Bis only then 2019. Mere a year of much time, namely2020, the market of LTE Cat.1 Bis from almost blank jump to net of couplet of content of domestic whole a honeycomb-like thing the market share of 12%, rise abruptly speed is quite swift and violent. 2021, LTE Cat.1 Bis replaced the market of partial 2G/3G and LTE Cat.4, realized rapid development. This year, volume of shipment of LTE Cat.1 Bis rises about 5 compared to the same period times, exceed NB-IoT shipment amount, become shipment to measure standard of the oldest beehive communication technology. LTE Cat. Dimensions of market of net of couplet of 1 beehive content continues to maintain rapid growth, after shortage of chip of LTE Cat.1 Bis and take turns rise in price, Supply catenary capacityMade the core competition ability of chip and company of communication model group.

2022, because the matter such as epidemic situation admits suffocate suffocate, development of estate of LTE Cat.1 Bis was like in anticipating same, develop at full speed further, in chip shipment quantity respect keeps equal with before one year level. 2023, industry of predicting LTE Cat.1 Bis has rapidder development than on one annual meeting, but be based on current applied current situation, its grow speed to return the level that exceeded 35% 2021 hard. The growth rate of predicting LTE Cat.1 Bis will be in around reached culmination 2026, continue the rate with 25%~30% to grow a few years subsequently.

Net of beehive content couplet applies downstream very dispersive, the shipment domain of product of form of model of LTE Cat.1 Bis also is multifarious. 2020, a lot of application domains just just began LTE Cat.1 Bis, one this year main shipment volume is in centrally machine of interphone, POS and share the terminal respect such as bicycle. 2021, horn of POS machine, cloud pay terminal to begin large-scale have an amount. According to the observation of academy of AIoT star chart, at present still main focusing is inside these domains, earnestly needs to develop new La Hai.

Review the progress of group of model of LTE Cat.1 Bis, group of original Cat.1 model reachs 100 yuan of level for a time. Know till before two years, market price case comes 60 yuan in 40 yuan, till 2022 group of model of LTE Cat.1 Bis swims up and down supply a situation to invert, chip manufacturer tastes together with newly to be rolled out ceaselessly, Its price falls to 20-25 yuan / piece. It is at the beginning of this year March, chinese telecommunication was announced first phase decided outcome of recruit of group of model of plate making Cat.1 2023. Look from the result, Price of relevant model group seals a top 18.3 yuan / piece.

With bottom of month in and month out, chinese telecommunication is in the 2nd period product recruit result is common in showing, show, the price of group of model of LTE Cat.1 Bis blazes new trails again low, Highest it is 17.8 yuan only / piece. It is reported, at present also individual manufacturer was rolled outUnder 15 yuanmodular form product. Future, the price of group of model of LTE Cat.1 Bis still is met the explore below little scope.

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