Industry key enterprises: Dafu Technology (300134), Dreamnet Group (002123), *** into the shares (603118), Shenghong Technology (300476), Runhe Software (300339), Leon Technology (300603)
Definition
The so-called "Internet of
Things" (Internet of
Things, IOT).
The so-called "Internet of Things" (Internet of
Things, IOT), also known as the sensor network, refers to a variety of information sensing devices, such as radio frequency identification (RFID) devices, infrared sensors, GPS, laser scanners and other devices connected to the Internet and form a network. Devices and the Internet to connect and form a network that can achieve intelligent identification and management.
Early Internet of Things refers to the logistics network relying on radio frequency identification technology, with the development of technology and application, the connotation of the Internet of Things has undergone major changes. At this stage, the Internet of Things refers to the deployment of a variety of information sensing devices with certain sensing, computing and execution capabilities in entities in the physical world, and the realization of information transmission, collaboration and processing through network facilities, thereby realizing the wide-area or large-scale interconnections between people and things, and between objects and things with the need for information exchange. The Internet of Things relies on a variety of information acquisition technologies, including sensors, radio frequency identification (RFID), two-dimensional codes, multimedia collection technology, etc.. Several key aspects of the Internet of things can be summarized as "sensing, transmission, processing".
Internet of Things Industry Outlook and Trend Analysis
1, industrial Internet of Things accounted for a gradual increase
According to the "2020 China's Internet of Things Whitepaper" released by the ICT Institute in December 2020, the number of China's Internet of Things connections in 2019 will be half of the industrial Internet of Things and half of the consumer market. IoT and consumer markets each account for half of the total, and it is expected that by 2025, most of the growth in IoT connections will come from the industrial market, with industrial IoT connections accounting for 61% of the total. As a result, the future market growth potential of industrial IoT is greater than that of consumer IoT.
2, increasing market size
Currently, the Internet of Things in the world presents a rapid development trend, Europe, the United States, Japan, South Korea and other countries will be the Internet of Things as an important strategic emerging industries to promote, but in the boom behind the scene there are still a number of factors that hinder the development. Among them, the lack of core standards, especially as the top-level design of the Internet of Things reference architecture and other basic standards are still in the blank, based on the fight for dominance of the Internet of Things industry, the competition between countries on international standards is also becoming increasingly heated.
The new crown epidemic for the Internet of Things industry is like the sword of Damocles, on the one hand, the epidemic led to a certain period of stagnation in the global technology supply chain, on the other hand, the epidemic boosted the penetration of China's Internet of Things. 2020 unmanned factories, unmanned distribution, unmanned retail, distance learning, telemedicine, and other "contactless economy" can not be separated from the outbreak of Internet of Things technology. The outbreak of the Internet of Things technology is indispensable. Comprehensive analysis of various aspects of the situation, Foresight believes that the development of China's Internet of Things in the next five years will maintain rapid growth, and by 2026 the market size of more than 6 trillion yuan.
The above data refer to the Analysis of Market Demand and Investment Opportunities in China's Internet of Things Industry Segmentation Report by Foresight Industry Research Institute.