According to reports, the recently-recognized China Telecom NB-IoT module "the first standard of the universe" tender results have come out, the total scale of up to 500,000, but unfortunately this is the exclusive bid. The winning bid price is 36 yuan per piece including tax.
NB-IoT is probably the fastest-growing communication technology in history. It has been frozen since June 2016 and has been moving rapidly in the past year. It has now reached commercial scale. Among the three major operators in China, China Telecom has the fastest progress. In May this year, it announced the completion of the simultaneous upgrade of 300,000 NB-IoT base stations to build the world's largest commercial network. At the terminal level, China Telecom launched the largest NB-IoT module promotion. Compare and accelerate the promotion of industrial chain maturity.
What is puzzling is that China Telecom, as the initiator of the “Tianyi IOT Industry Allianceâ€, has hundreds of IoT industry chain partners, including 12 sets of module suppliers to bid. Why only choose one supplier? Zhu Kegong, the vice president of Zhongxing IOT, who won the bid for the first time after the bidding results were released, learned some details of the bidding and the consideration of China Telecom to expand NB-IoT.
Promotional price, targeting GSM moduleIt is understood that this tender lasted for one month, China Telecom adopted a comprehensive evaluation method, with a total score of 100 points, the price accounted for 60 points, technical performance 20 points, enterprise situation 8 points, service support 12 points. China Telecom announced the bidding rules, and will select the first place as the only NB-IoT module partner of China Telecom based on the comprehensive ranking of each manufacturer, and jointly promote and promote the NB-IoT module nationwide. Including well-known module manufacturers such as ZTE, Corecom, and Mobile Communications, a total of 12 module manufacturers participated in the bidding for the “first standard of the universeâ€.
12 elections 1, which shows the intensity of competition in this tender. According to an internal document that has flowed out, China Telecom expects to use the bidding to guide the industry chain to reduce the module price to 5-6 US dollars (Note: 1 US dollar is about 6.6 RMB), which will provide rich bidders for the successful bidders. subsidy. China Telecom has previously said that it will invest 300 million yuan this year to subsidize the NB-IoT terminal industry chain. From the perspective of this tender, the price share accounted for 60%.
“Price is the main factor in this bid, but it is not a decisive factor.†Zhu Kegong stressed that ZTE’s price ranking is among the 12 bidders, which can be favored by China Telecom, and more importantly, the remaining “40â€. I got a high score in %". As an important partner of operators in the field of Internet of Things, ZTE has a rich product line of IoT modules. It launched the NB-IoT module in October last year and contributed a lot to the commercialization of NB-IoT.
In fact, the main purpose of China Telecom's bidding is to promote the NB-IoT industry threshold and cost reduction, not to “oppress†suppliers on the NB-IoT module. According to Zhu Kegong, this tender China Telecom promised to provide 30 yuan per piece for the winning bidders, which is 50% higher than the previous 20 yuan, close to half of the module price, and the intensity is very large. In other words, the actual winning bid price of ZTE should be 66 yuan.
It is also for this reason that only one supplier is selected. If the share is dispersed, each manufacturer will not get too many orders, and it is difficult to produce scale effect, and scale effect is a key factor to reduce product development costs. So it can be said that this is a special tender, "winners take all". With the advantages accumulated over the years, Zhongxing IOT won the bid in this bidding.
Zhu Kegong said that this price is close to the price of GSM module, reaching the expected target of China Telecom, thus guiding the migration of the industry chain from GSM to NB-IoT. Of course, from the price reduction trend of the GSM module for more than ten years, it can be seen that the price reduction of the NB-IoT module is not a one-off effort. It may still maintain the actual price of about 10 dollars at the start of next year. Reducing costs requires the joint efforts of the industry chain, and it also requires the “mature ripening†of commercial scale on the market. China Telecom's vigorous guidance has played an important role in reducing the cost of modules and terminals in the next year.
500,000 modules are just a preludeThis bidding 500,000 pieces of NB-IoT, only selected one supplier, China Telecom other module partners will inevitably be wronged. However, this tender does not determine the future of each manufacturer, but is a prelude to a larger commercial scale. For other module manufacturers, this is more like an incentive for China Telecom: to motivate them to work harder to reduce costs, improve product performance and service capabilities, and divide the bigger cake in the industry next year.
Zhu Kegong said that the policy layer has given strong support to the development of NB-IoT. The Ministry of Industry and Information Technology previously issued the "Notice on Promoting the Construction and Development of Mobile Internet of Things (NB-IoT)", which requires that by the end of 2017, the NB-IoT network will cover major cities such as municipalities and capital cities, and the base station will reach 400,000. By 2020, the NB-IoT network will achieve universal coverage and achieve deep coverage for indoor, traffic network, and underground pipe network applications. The base station scale will reach 1.5 million.
"This year, NB-IoT is mainly deployed in some key cities, and will only be launched in the next year. It will not be 500,000 modules, but tens of millions of meters, which is a market with great potential." Zhu Kegong said. China Telecom's large-scale promotion and comparison activities have also had a positive impact on the other two operators. It is understood that China Mobile will start the IoT module collection in November, and China Unicom also has local companies to start commercial trials.
From the market perspective, NB-IoT's low power consumption, wide coverage, large capacity, low maintenance cost and other characteristics have become the first choice to replace the GSM network. There are already many applications that can't wait. For example, the shared bicycle known as China's "New Four Inventions" is currently close to 100% using GSM module communication, and will gradually upgrade to NB-IoT from next year, which has a market size of tens of millions of pieces. Not to mention smart water meters, smart gas meters, smart street lights...
This bidding is of great significance to China Telecom's promotion of NB-IoT. For ZTE, the exclusive acquisition of the NB-IoT module "the first standard of the universe" has laid a good foundation for the market share next year. Zhu Kegong said that ZTE has established a wholly-owned subsidiary, Gaoxing IoT, in August this year, and the subsequent module-related business will switch to Gaoxin. With this big order, Gaoxin IOT will be unveiled and become an important partner for operators to expand the Internet of Things.
power connector is used in power module system. It can select the matching power + signal connector according to the need. The feature is that the number of power and signal contacts and the matching sequence can be selected arbitrarily while keeping the connector size and contact core number unchanged.
Plug (male) / socket (female) can be installed at 90 or 180 degrees. It supports mixed or independent combination of signal and power. The quantity range of power and signal is (2-16) pin and (12-128) pin respectively
Product features
High temperature resistant, glass fiber reinforced and flame retardant polyester is used as insulation material
Copper gold composite conductor with high conductivity is used, and the contact area of the conductor is plated with gold
It adopts shrapnel contact, which has the characteristics of integration, small volume, large current carrying capacity, soft plug-in, blind plug-in, self guidance and high dynamic contact reliability. This series of products can be interchanged with FCI's powerblade series and Tyco's multi-beam series
There are three sizes of center distance of power contact: 5.08mm, 6.35mm and 7.62mm
The length of power hole / signal pin can be selected in two sizes. The power rated current is 45A and the signal rated current is 2.5A
Power+ Signal Power Connector
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