We have been waiting for the arrival of the Internet of Everything. This is a long wait for the current situation. We urgently want to enter the world quickly. Today's small yellow car, remote meter reading, smart watches and other Internet of Things devices have been in people's daily lives, I think, we just have to work hard.
How far is the intelligent life of the Internet of Everything from us? This problem has made countless people who have been brainwashed by science fiction movies curious, confused and confused. In the face of the trillion-dollar IoT market, Ali has not concealed its ambitions. It has gathered 1 million developers in five years, precipitated 1 million IoT application solutions, and connected 10 billion IoT devices. This slapstick kid who used to be just an e-commerce platform has picked up the lever of the “application enablement platform†to shake the tens of billions of the Internet of Things market. What are the operators who are good at making network connections? Where are the opportunities for operators?
Ali's Internet of Things ambitionAt present, the technology trend of the Internet of Things has become a consensus in the world. The world is flooding the full wave of IoT technology. For Alibaba, this is an exploration of new business opportunities.
"The Internet of Things will drive human society into the data age. Data will become an important means of production. The processing, storage, calculation and precipitation of data will require the integration of the Internet of Things, artificial intelligence and cloud computing, and become the driving force for the future of human society in the next 30 years. The strength of science and technology," said Hu Xiaoming, senior vice president of Alibaba Group and president of Alibaba Cloud.
At the Yunqi Conference, the general manager of Alibaba Cloud IoT Business Unit, Ku Wei, put forward a clearer goal. “In the next five years, Alibaba Cloud Internet of Things will serve 1 million developers, depositing 1 million IoT application solutions, linking 10 billion. IoT devices have shaken the global IoT industry to achieve a trillion market size."
In order to achieve this goal, Ali has defined itself as the “builder of the Internet of Things infrastructure†from the three aspects of platform, market and standard, and launched the Link Internet of Things platform.
Specifically, in terms of platform, Alibaba Cloud will build an intelligent platform integrating cloud, integrate security, low-power embedded platform and edge computing platform, in order to minimize the innovation cost of developers.
Through the industry-wide IoT market, partners can obtain a full coverage and diversified IoT integrated solution trading market. There are chips, modules and complete software and hardware in life, industry and urban scenes. The solution, from development to sales cycle of IoT devices will be greatly shortened.
In terms of standards, Alibaba will work with partners to build one of the world's most open Internet of Things standards. Alibaba has established the ICA IoT Partner Alliance, which has already joined 111 companies, including Qualcomm, Schneider, Bosch and other top-level partners in the IoT industry chain. In the IoT standard promotion strategy, Alibaba's principle is to respect international standards as much as possible in the absence of international standards; without international standards, Alibaba will contact relevant standards organizations and core enterprises in the field to develop de facto standards. And become an international standard.
For the Internet of Things, Ma Yun believes that the core of the Internet of Things is not “things†but “linksâ€, and more importantly, it becomes intelligent after being connected. The Link IoT platform launched this time is to digitize the physical world through various forms of links. With the accumulation of Alibaba Cloud in the field of cloud computing and artificial intelligence, the Internet of Things has become intelligent and becomes a smart network.
Operator opportunityIt is not difficult to find that Ali's ambitions in the field of Internet of Things are mainly around the Link IoT platform. “To build the most complete cloud-enabled integrated platform in the industry; to build the most abundant IoT market in the entire industry chain; to build the world's most open Internet of Things standards†has become the three major instruments for Ali to attack the Internet of Things.
From the value distribution of the entire IoT industry chain, terminals and sensors account for about 25%, network connections account for about 10%, connected platforms account for about 5%, application-enabled platforms account for about 15%, and applications and services account for about 45%. . It can be said that Ali has seized the two most valuable parts of the Internet of Things: application enablement platforms and applications and services.
According to industry insiders, in the field of Internet of Things, the application enablement platform is the current market gap and the most growth and most profitable part. This is why Ali chose the application enablement platform to cut into the Internet of Things market. Secondly, Ali The advantage lies in gathering and serving developers, which can also accelerate the prosperity of the Internet of Things.
Let the world have no difficult business, it was a slogan of Ali! This slapstick kid who used to be just an e-commerce platform has picked up the lever of the “application enablement platform†to shake the tens of billions of the Internet of Things market. What are the operators who are good at making network connections? Where are the opportunities for operators?
Every industry has its own style of play, and operators need to focus on the application enablement platform in addition to the identity of their own pipelines.
From the perspective of technology development, NB-IoT, as one of the important technologies in the field of low-power wide coverage (LPWA) Internet of Things, has attracted widespread attention in the industry and has become a weapon for operators to compete in the Internet of Things market. For example, the world's leading operators, including AT&T, Verizon, Orange, and Vodafone, have shown great interest in NB-IoT technology and are planning to implement NB-IoT commercialization in 2017.
In the Chinese market, the three major operators regard the Internet of Things represented by NB-IoT as an important basic business for their strategic transformation. Taking China Telecom as an example, since July 2016, a number of China Telecom's top executives have continued to publicly voice. China Telecom will implement NB-IoT network deployment in June 2017, and strive to achieve cornering overtaking in the Internet of Things. .
The rapid development of the Internet of Things, while opening up huge market development space for operators, also poses a series of challenges: currently occupying more than 70% of the connections is non-mobile network connection, operators are difficult to obtain revenue; low-power of unlicensed bands The rapid development of the widely used technology (Sigfox, LoRa, etc.) has also put pressure on the growth of operators' IoT business.
If the establishment of the NB-IoT field is a kind of feedback from operators playing a good "pipeline" status, in order to win, we must seize the most valuable life door of "application enablement platform".
Wei Leping, director of the China Telecom Science and Technology Commission, once pointed out that "network connectivity is the strength of operators, but it should be pointed out that in the connection of the Internet of Things, the proportion of cellular Internet of Things is not high; the connection management platform oligarchs have basically been Ericsson. The three industry giants, Jasper and Vodafone, are divided; terminal and application services are the things that operators are not good at; application-enable platforms have become the focus of competition."
Wei Leping believes that the application enablement platform is of great value, can use common APIs and functions to reduce development costs, achieve cross-industry cross-domain resource sharing, and promote industrial value from hardware to software and data-based services to create a healthy industrial ecology. chain. In terms of application enablement platform, Wei Leping strongly agrees with the independent development of operators, but he also stressed that while developing independently, we must find a partner, and we cannot rely on ourselves to close the door.
Whether the network giant Ali or the network-connected operators have the same judgment on the Internet of Things, they hope to use the application enablement platform to explore the huge market in the future. Imagine if the two sides worked together, the ecological prosperity of the Internet of Things should come sooner.
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