IoT on Bicycle-Sharing and influence on Semiconductor

© 2017 IHS Markit. All Rights Reserved. © 2017 IHS Markit. All Rights Reserved.

IoT on Bicycle-Sharing and influence on Semiconductor

Dec.2017

Hui,He, Senior Analyst [email protected]

mailto:[email protected]

© 2017 IHS Markit. All Rights Reserved.

Bicycle-Sharing Market Background

2

Sharing Economy

Sharing Economy means share assets in hand to other people, to increase utilization. In a word, ”Sharing than exclusive”

IoT

Thing connect to Thing: Base on the Internet to extend, Make information exchange and communicate, In the way of smart sensor, Identification, to apply on the network fusion. User experiences is the core of IoT Innovation 2.0.

Bicycle Manufacture

In passed decades, Bicycle is one of major transportation in China. But from 2000, Bicycle manufacture stagnate. In 2016, China total bicycle shipment is 53 Millions, YoY decrease 5%


3

Bicycle-Sharing Business Chain

Upstream

Forever Pigeon Phoenix

……

Hisilicon Qualcomm

MTK Spreadtrum

……

China Unicom China

Telecom China Mobile

Mobike OfO

Xiaomin Xiaolan Youbai

……

Midstream Downstream

E X T E N D E D S E R V I C E S

Value-added service • Cooperate with

scenic spot • Cooperate with Cycling

club

Big Data • Cooperate with

research institute • Cooperate with

advertiser

Advertisement • Printed on Bike • App embedded

……

..

Module Maker

Operator Platform

Bike Maintainer

Maintain Cooperate

Traditional Bike

Manufacturer


Configuration Teardown and Analysis

4

Upstream

Forever Pigeon Phoenix

……

Hisilicon Qualcomm

MTK Spreadtru

m ……

China Unicom China

Telecom China Mobile

Traditional Bike

Manufacturer

Self-developed

Manufacturer

Positioning system • Use app to look for

available bike, Improve the user experience and Easy to maintain

Electronic Lock • Use handset app to scan the

attached QR Code to un-lock, BT embedded enhance the communication.

Tyre • Solid tyre : MOBIKE • Normal tyre : OfO

Driving Force • Shaft drive • Chain drive

GPS smart lock is the key part of sharing bicycle


5

Electronic Lock Case Study

1st Gen Mechanical lock

2nd Gen GSM+QR Code

3rd Gen GSM+GPRS+GPS

BT+Sensor

Send un-lock code to app, Manual open

4th Gen NB-IoT+eMTC

Send SMS to SIM card enable the lock open, Energy

conversion for recharger

Open instruction send from GPRS,BT connect with Handset to open lock

More connection with one base station, Low power

consumption


Major Chip Player on Bicycle Sharing

6

BT

BT+GPS

GPRS+BT

GPRS+GPS BT

GPS+NB-IoT+BT

MTK Qualcomm Spreadtrum Hisilicon

MT6261 55nm

ARM Core,GSM Modem

MT2503 40nm SC6500 40nm

ARM-7EJ-S,GSM Modem GPRS+GPS+Beidou+GNSS

ARM Core,GSM Modem GPRS+GPS+Beidou+GNSS

MT2625 28nm MDM9206 28nm MDM9205 28nm Boudica 120 28nm

NB-IoT ARM Core,LTE Modem GPRS/NB-IoT/EMTC

ARM Core NB-IoT

ARM Core NB-IoT


Modem Cost Analysis

7

• BB+AP(ARM-M0*3)+Flash+Power Management(Sensor Interface optional), LiteOS(embeded IoT system)

• BB+AP(CK802) (YunOS) • 2G/NB-IoT dual mode, 3GPP R14, 2G/NB-IoT/eMTC Multi-mode • LTE Cat M+NB-IoT (x86, Pentium process)

RF(40%) BB(60%)

PA 25%-30% ADC/DAC 10%

SAW 5%-10% FFT/IFFT 5%

Transceiver 40%-50% Post-FFT data storage 10-15%

Duplexer/Switch 15%-25% Transceiver module 20-35%

Others ~10% Turbo/Viterbi code 5-15%

HARQ Buffer 10-15%

Sync search module 10-15%

UL Module 5-10%

Typical Solutions:


IoT Case Study-Bicycle-Sharing

8

Smart Bicycle

Big Data

Cloud IOT

Big Data • Base on MOBIKE Smart lock, GPS and

communication module produced big data, after analysis these data then estimate market demand, in order to modify existing bikes and optimize new bikes release.

Cloud • All the big data storage on cloud, User

can scan QR code to un-lock, then make the connection between user and smart lock

• Deal with recharge and Payment, establish or reuse some other credit system to rule the use habit.

IoT • Smart lock integrated GPS module to

realize precise localization, Exclusive SIM card to make the Instant Messaging, via the cloud can monitor use status

• Cooperate Baidu Yun to set up “Smart point” to fuse the Power Supply, manage and maintain


NB-IoT and eMTC fusion to influence China IoT industry

9


Connected Devices Hierarchy

10

All Objects

Electronic

Non-Electronic

Connected

Unconnected

Tagged

Untagged

IP Addressable

Non-IP Addressable

Connected

Closed Network

Internet of Things

Internet of Everything (NB-IoT)

(NB-IoT)


More and More things connect to the Internet

11

• As predicted by Huawei, By the 2025,Physical things connection will reach to 100 Billion


eMTC and NB IoT fusion on China IoT industry development

12

5G,LTE-V

WIFI UWB

Bluetooth ZigBee

LPWA (eMTC)

NB-IoT, LoRa,Sigfox N

etw

ork P

erfo

rm

an

ce

Short Distance Long Distance

Vast

connection

eMTC NB-IoT

Bandwidth 1.4Mbps 200Kbps

Peak Value DL：1Mbps UL：1Mbps

DL：20Kbps UL：60Kbps

Duplex mode Half-duplex modeFDD/TDD

Half-duplex mode FDD

Mobility Limited mobility to free mobility

immovability

VoLTE Yes No

Deployment LTE Deployment Band Deployment、Protect Band deployment、Individual Deployment

Capacity Tens of thousands 50 K/cell

dB（Versus GSM）

15dB 20dB

Battery Life 5-10 years 5-10 years

Firmwave upgrade

Yes No


13

eMTC NB-IoT

high reliability, Key Business, Latency sensibility

Cost efficiency,

Small data transportation, Wide coverage

eMTC versus NB-IoT application

Car Tracing Building Surveillance Wearable Sharing Bike

environmental monitoring

community facilities


14


IoT devices and IC Shipment Trend

15

0

2,000,000

4,000,000

6,000,000

8,000,000

10,000,000

12,000,000

14,000,000

16,000,000

18,000,000

20,000,000

201420152016201720182019202020212025

Military & Aerospace Medical

Industrial Consumer

Computers Communications

Automotive

0

10,000,000

20,000,000

30,000,000

40,000,000

50,000,000

60,000,000

70,000,000

80,000,000

2014 2015 2016 2017 2018 2019 2020 2021 2025

Processors Sensors Connectivity

IoT Semiconductor Shipment 2014-2025 IoT devices Shipment 2014-2025


16

0

0.1

0.2

0.3

0.4

0.5

0.6

0.7

0

10,000

20,000

30,000

40,000

50,000

60,000

70,000

80,000

2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021

Sensors & Actuators Optical Semiconductor DiscreteAnalog IC Logic IC MicrocomponentMemory CAGR % Local Design demand

China IC design industry revenue forcast 2009–2021

China IC Design Outlook

• The 2015–20 CAGR target of China’s IC design industry will be around 30%, which is higher than the whole semiconductor industry’s 20% growth rate target that was specified in the government guideline file.

• As indicated in the Made in China 2025 policy, China is targeting 40–50% IC self-sufficiency by 2020. IHS Markit

predicts the self-sufficiency in 2020 will be 45%. • Sensors, Connectivity and Processors will be IoT main demand.


IoT is the major driving force for next decade

• China Major Carriers go all-out on NB-IoT deployment

> NB-IoT base station will complete 400K by 2017.

> The target in 2020, Total NB-IoT base station will be 1500K.

• NB-IoT and eMTC fusion is the major technology trend in China for multi-scenario usage.

> NB-IoT with GSM/LTE network, is weak on mobility, especially between base station transportation, But in new released R14 standard, Mobility is enhanced.

> eMTC with LTE network will make things connection in high speed, some feature like VoLTE can be used as well.


17


Hui,He, Senior Analyst [email protected]


18

Thank you!

mailto:[email protected]

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IoT on Bicycle-Sharing and influence on Semiconductor