Double net profit!The profitability of moving the communication is improved, and the IoT dividend of the benefits is harvested

Text/Yang Jianyong

In the past few years, the number of global Internet of Things connections has exponentially increased. According to Ericsson Mobility Report released by Ericsson in June 2022, the global connection of the honeycomb IoT in 2022 is expected to exceed 2 billion. By 2027, the global connection of the Honeycomb IoT will exceed 5 billion. It should be pointed out that 2G and 3G are accelerating frequency reduction and retreat globally. NB-IoT and CAT M continued to be promoted around the world. 40%of the honeycomb IoT connection will be 4G and 5G.

The scale of the Internet of Things connection is increasing, which is of great significance to the development of the Internet of Things industry. In this regard, Yang Jianyong, a senior IoT adviser, said: The tens of billions of extensive Internet of Things connection and technologies such as artificial intelligence, cloud computing and other technologies have driven all things to change to all things intelligent. Essence According to the report released by IDC earlier, the scale of the global IoT (enterprise) expenditure is expected to increase to $ 1.1 trillion in 2026.

It should be pointed out that in the next few years, my country will become the world's largest IoT market. This is mainly to actively start digital transformation and upgrading from all walks of life. As a result, new technologies such as artificial intelligence and the Internet of Things are strongly demanding. IDC expects that the size of the Chinese enterprise IoT market will reach US $ 294 billion (about 2 trillion yuan) in 2026. With the rapid development of the Internet of Things, the demand for the interconnection scenes of all things has continued to increase. As an important part of the IoT industry chain, the demand for wireless communication modules has continued to increase.

Enterprises in various market segments of deep -cultivated Internet of Things will also release a new round of opportunities. Among them, Mo -Yuan Communication is one of the representative companies in the Internet of Things industry chain. As a wireless communication module and its solution manufacturers engaged in the Internet of Things field, it has benefited from a wide range of IoT connections. In the past few years, revenue has shown a high -speed growth trend, with a compound growth rate of 81.43%in 5 years. In 2021, the revenue exceeded the tens of billions, reaching 11.26 billion yuan. In the first half of 2022, revenue was 6.689 billion yuan, a year -on -year increase of 54.99%; net profit was 277 million yuan, a year -on -year increase of 107%.

Increasing revenue of more than 50 %, net profit has doubled, the main benefit LTE modules, vehicle modules, 5G modules, smart modules and other business volume increase, and the scale of new businesses such as antenna and ODM continues to expand. It is understood that moved communication products include a one -stop solution, including wireless communication modules, antenna and the Internet of Things cloud platform management. The diverse products and its rich features that have diversity can meet the needs of different smart terminal markets. It can be widely used in smart transportation, smart energy, financial payment, smart agriculture and environmental monitoring, smart cities, wireless gateway, smart industry, smart life, medical health and intelligent security and other fields.

For example, in the field of vehicle modules, with the development of the network of smart vehicles in full swing, cars are becoming more and more digital and intelligent. Due to the long-term cultivation of communication in the field of vehicle modules, the product category is rich, such as 5G, LTE-A/LTE, C-V2X vehicle regulation-level communication modules, as well as vehicle smart modules, WIFI & BT modules, GNSS positioning modules , Car antenna, etc. At present, more than 30 well -known OEMs and more than 60 mainstream Tier1 manufacturers in the world have adopted a long -moving module, smart module, high -precision positioning, antenna and other businesses. In the face of investor surveys, the development of the vehicle business is The growth rate is not bad. In the future, there is still much room for growth in business coverage.

In terms of 5G modules, Mo -Yuan Communication combined with market demand, continuously expanded the 5G product line, and launched R16 5G modules that support cutting -edge technologies such as EMBB, URLLC, IIOT, and 5G high -precision time. develop. In the first half of this year, the 5G R16 module has taken the lead in shipping in the industry. It can bring the advantages of mobile broadband into fixed wireless access, mobile computing, smart medical care, special network and other scenarios. Low latency is further empowerment of the scale of 5G Industrial Internet and Smart Manufacturing.

It is worth mentioning that with the outbreak of the 5G+AI market demand, the newly launched 5G smart module SG560D supports AI high computing power, integrated rich multimedia peripheral interface and software SDK, comprehensive AI computing power reaches 14TOPS, comprehensive AI computing power, 14TOPS, comprehensive AI computing power, 14TOPS. At the same time, it has both 5G communication capabilities, which can be widely used in AI computing fields such as smart cameras, smart business display, and video collaboration. At the same time, surround

Module business, actively explore new products and new businesses, such as the Internet of Things antenna, the Internet of Things cloud platform QuecCloud, ODM business, smart city digital integration business, etc., to provide customers with one -stop IoT solution, which fully meets customers and customers and and fulfilling customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers and customers be fully satisfied. The market has an urgent need for densely services with modules as the core.

On the whole, the movement of the movement uses the module as the entrance to continuously penetrate the IoT industry solution. On the one hand, it can help customers improve the efficiency of product development, enhance the stickiness of the industry's head customers, and strengthen the in -depth cooperation and long -term development with customers; On the other hand, the company's business structure can also be optimized. With the current good brand and sales channel advantages, it can help the rapid development of new businesses. The comprehensive business layout will help improve comprehensive competitiveness and create higher value for all things. Finally, the Internet of Things has developed rapidly under the promotion of new technologies, especially the 5G network deployment has expanded, and further promotes the development of the Internet of Things industry. At present, my country has built the largest 5G network in the world, and the use of 5G shows a rapid growth trend, which has supported the connection of tens of billions of massive equipment to become a reality. It is possible to interconnect all things. , Drive the digital transformation of various industries. For manufacturers facing the Internet of Things wireless, development prospects are expected to be further released.

Yang Jianyong, a Forbes Chinese writer, is committed to in -depth interpretation of cutting -edge technologies such as the Internet of Things, cloud services and artificial intelligence.

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