In January of this year, Apple founder Steve. Steve Wozniak visited the Beijing headquarters of Xiaomi. In the face of Xiaomi founder Lei Jun, Woz said the amazing language, he always thought that the mobile phone should connect all the electrical appliances, but unfortunately the iPhone is not open enough, I hope Xiaomi can realize his dream.
What Woz advocates is an open future for the Internet of Things. Then in March, TSMC Chairman Zhang Zhongmou delivered a speech, predicting that the Internet of Things is the next big thing (Next Big Thing), if the semiconductor industry is absent from the Internet of Things, it is bound to be eliminated!
An unprecedented new industry
In June, the Taipei International Computer Show, ARM, Marvell, MediaTek, Broadcom and other semiconductor companies, as predicted by Zhang Zhongmou, no one was absent. A technology industry public relations said that some semiconductor companies have not participated in computer exhibitions for a long time, and this year suddenly a positive attitude. Before the show, they secretly competed for the size of the booth and asked who had the most exposure opportunities on the floor.
Over the years, the Taipei Computer Show has been the world of mobile phones and notebook manufacturers. Unexpectedly, this year, the Internet of Things has become a new focus.
Simply put, the Internet of Things is everything on the planet, and it can be connected to the Internet through technology.
The process of seemingly seamless integration involves the sensing chip of the technology industry, the cloud database of the network industry, and the infrastructure of the telecommunications industry. If the owner applies for a credit card transfer, the toll will be deducted directly, and the financial service of the financial industry will be pulled in!
By random calculation, a service spans several areas, and the industry must cooperate to have a smooth way to serve. It is no wonder that Zhang Zhongmou said that the Internet of Things is not a company. It is an unprecedented new industry with amazing business opportunities behind it.
According to Gartner's estimate, by 2020, the Internet of Things can achieve a global scale of 1.9 trillion US dollars, involving a wide range of industries, including smart homes, green buildings, network services, medical care, and communications.
Internet of Things is getting cheaper
The advantage of the action revolution is that the related hardware and software are getting cheaper. Sometimes a few hundred yuan is enough. Many people think that the Internet of Things is to buy a whole set of expensive systems. There is a big gap.
For example, if you only need NT$300 a year, you can rent an AiPlug smart socket. Its appearance is like an ordinary socket. It is actually an advanced tool for fab management.
Hong Jinhui, general manager of AiPlug's Taiwan Smart Service Company, was responsible for planning the wafer automation production system in Taiwan for more than 15 years. He pointed out that TSMC's management factory must not tolerate the occurrence of events, and must have accurate forecasts. IoT and big data analytics have been used internally. AiPlug is also integrating his many years of work experience, connected to the cloud through a mobile phone, the software will collect the use cycle for analysis, calculate how many yuan per month. In addition, it will also cleverly grasp the time when the owner may not be at home, actively monitor whether the home appliance is not closed, and send a message to remind the owner. AiPlug can monitor monthly electricity usage and calculate carbon emissions through mobile app.
Recently, on the KickStarter fundraising platform, Birdi, developed by two young Silicon Valley entrepreneurs Mark Belinsky and JusTIn Alvey, uses a mobile phone to control the home smoke alarm system. A good place compared to traditional sirens is that mothers don't have to be upset by fake alarms because they are cooking hot dishes, and they don't know how to close them. As long as you control it through your mobile phone, you can turn it off immediately and sell for $119.
The more helpers, the better.
He Chunsheng, general manager of Advantech, who is concerned about the Internet of Things, analyzed that the Internet of Things is all about everything. Basically, all high-tech industries and traditional machinery manufacturing can be included. It should be on the street to ask who is using the Internet of Things, everyone raises their hands. This is totally different from the previous DRAM making money, the whole street people killed into the Red Sea.
Nowadays, the Internet of Things sells multiple applications. Whether it is the chip semiconductor industry, the telecom industry that does information transmission, or the machine tool industry, it has its own position. Thousands of different innovations can happen from it. It blooms everywhere, and as a result, the more helpers, the better.
In his speech, Zhang Zhongmou proposed the profit model of the Internet of Things. In the future, the Internet of Things industry, the most profitable may not be the semiconductor industry, because the chip is only one of the parts, but the application range will be expanded from notebooks, mobile phones, tablets, etc. into hundreds or thousands of kinds, earning the Internet of Things , the semiconductor industry can grow at a rate of 10 times!
In fact, for the Internet of Things, this year's global technology industry alliances are obvious, and it seems that cooperation is the best strategy. Just last December, the Linux Foundation announced the establishment of AllSeen, the IoT ecosystem based on open source technology AllJoyn. The key companies involved in the development include multiple first-tier manufacturers such as Haier, Cisco, Panasonic, Sharp, and Qualcomm. LG and so on.
Win first
Lisa, chairman of the AllSeen Alliance. Liat Ben-Zur said that the AllSeen Alliance will be established because the Internet of Things industry is too big. Even big companies are worried that cooperation will be an island.
At the Consumer Electronics Show in the United States earlier this year, LG mobile phones were connected to Haier refrigerators, breaking the smart home layout that only interconnected their own products. At this stage, companies participating in the AllSeen Alliance want to let their machines communicate so that they can make the cake bigger, but there are still many problems to overcome.
For example, what is the communication standard for each tool in the Internet of Things? For example, it is a problem to let every home appliance display the same time. But the time is different, it is difficult to achieve home at 6 o'clock in the evening, the air-conditioned, microwave oven cooked, the light opened the wisdom of the family ideal.
How to set the standard, a bit like the dispute between 4G LTE and Wimax that year, can not be ignored. A mobile phone brand Yulong internal staff pointed out that their company was the first to join the global mainstream LTE standard than other manufacturers, allowing development products to obtain standard specifications earlier, and shortening time than others. Now, this kind of battlefield related to communication standards will not be easily let go.
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