The Internet of Things is different from the Internet If the Internet is connected to millions of people and the problem of information asymmetry is solved, then the Internet of Things is based on the Internet to realize the interconnection of all things, broaden the boundaries of human cognition, and solve obstacles in time and space through intelligent calculations. problem. In recent years, major investment mergers and acquisitions in the Internet of Things industry at home and abroad have been dizzying: Cisco received Jasper, a shopping networking platform company, for $1.4 billion; Semiconductor company Cypress acquires Broadcom's IoT division, which mainly includes product lines closely related to IoT such as WiFi, Bluetooth, and ZigBee; Softbank acquired ARM with a 43% premium of 32.2 billion U.S. dollars to use ARM's excellent chip design to promote the intelligent development of the Internet of Things industry; Including Broadcom’s recent acquisition of Qualcomm’s case—these industry-famous technology giants are stepping up their efforts to lay out the Internet of Things industry, and the internet giants are unwilling to leave, whether Google’s integration of AndroidThings and Weave into a unified Internet of Things system platform, or Baidu's car networking product Carnet, Alibaba and Midea's cooperation try to make a difference in smart homes; and traditional entity companies also have the Internet of Things as the core for transformation and upgrading, and even industrial giants such as Schneider have launched EcoStruxure's Industrial IoT. The platform caters to the trend of “industrial integration and future of thingsâ€. From the IOT Nanolytical 2016 list of the top 20 Internet of Things companies in 2016, most companies are US companies, which is related to the U.S. status as the world's Internet technology center. And Germany's SAP and Siemens are ranked second and third, which is inseparable from Germany's “Industry 4.0†as a national strategic target in recent years. Among the top 20, there is only one Chinese company, Huawei. Line> I. Teslink - China's largest city-level intelligent Internet of things platform In November, Teslink and four companies from Philips Lighting of the Netherlands, Enerbrain of Italy, and Encycle of the United States were selected as research companies of Gartner’s “Smart Building Networking Solutionsâ€. This is the only company in the Asia-Pacific region that is the only Internet of Things company. It is rare and admirable to focus on smart IoT startups that have not yet been established for two years. The model that proves its solution and optimizes building management efficiency is highly recognized by the industry and international frontline analysts. With technology cores such as smart hardware, cloud services and mobile applications, Teslink has pioneered the application of the Internet of Things scenarios from the living room to multi-dimensional scenes of buildings and shopping malls and communities, building management and urban management. The best entry point for IoT applications. “In the Teslink model, the funds provided by investors can be used to pay for the hardware, software and service costs of the Internet of Things project, as well as the profits of Teslink. The history of investors based on pre-agreed electricity, power or energy costs The average returns from the saved energy expenses.Teslink will determine the baseline of electricity consumption based on the wattage or amount of electricity, and estimate the total revenue before the project begins. Building owners do not need to pay a huge up-front fee, but need to Spandex and investors share energy-saving costs." - Commentary from Gartner's "Smart House Networking Solution" report II. Shang Tang Technology - Enabling the Internet of Things Also in November, Shang Tang Technology obtained Alibaba’s over RMB 1.5 billion C round of financing news. Although both investment and financing companies have no comment on this, after this round of financing, Shangtang’s valuation will also More than 3 billion U.S. dollars. This has given the outside world a strong message that it is confident that the company will go to the US IPO next year. Shang Tang Technology - As an AI unicorn, it is the bottom source. When Google and Facebook have not yet begun to participate, Shang Tang Technology has started to establish its own system. This is also the difference between Shang Tang Technology and other AI companies. Is also the core. Highlights: Talent reserve. At present, there are less than 200 PhDs who are proficient in deep learning in China. Among them, Shang Tang has taken more than 120 people. The thickness of talent is also the reason why it can be praised by capital. In 2016, Shangtang artificial intelligence team together with MIT, Standford, etc., was selected as one of the top ten artificial intelligence pilot laboratories in the world. Three. Mobike and OfO shared bicycles on behalf of the representative - phenomenon-level explosion led the development of the entire Internet of things companies Although this winter is not good for sharing bicycles, there is no doubt that the explosion of shared bicycles has led to the development of IoT-related companies and industry progress. Shared Internet companies behind the bikes (data from CSC): Communication module manufacturers - wireless modules as the key devices for the "Internet of things" and "positioning" of IoT devices will fully benefit from the rapid growth in the number of IoT connections. Move to Communications, Gao Xinxing, Guanghetong (the first listed company of A-share wireless module), ZTE (to launch NB-IoT module, etc.), and remote communication; The cloud platform vendor, the Internet of Things platform, is the industry chain that accounts for the largest share of the Internet of Things market in the future. It not only carries the back-end cloud, but also functions as a top-down connection system. Related companies include Yitong Century, Topbond, Gaoxin, Hetai; Navigation and positioning manufacturers - location information is an indispensable and important information for the Internet of Things. It has a wide range of applications and related standards: Hager Communications, Zhenxin Technology, UniStrong and others. IV. Hikvision - IoT Solution Providers Focused on Video Central state-owned SOEs generally give people an inefficient, cautious and conservative impression, so we couldn't see the national team on the Internet in the past. However, we seized the intelligence of video surveillance -- AI opportunities, Hikvision's real IoT and labor. The smart technology reserves are fully capable of going to the table. development path In 2001, in the field of security surveillance camera processing, Haikang successfully captured every new outlet in the security era, successfully transformed from analog cameras to IPC, and successfully transitioned to intelligent IPC; In 2013, it launched the fluorite sub-brand, extending video surveillance from the security industry to intelligent video visualization management. In 2015, the "Falcon" video structuring server based on GPU and deep learning technology and "Blade" vehicle picture structured server - AI Center product; In 2016, Haikang launched the "Shenzhen" series of smart cameras based on GPU/VPU and deep learning technology, the "Brain" series of NVR, the "God catcher" series of intelligent transportation products, and the "Facebook" face analysis server from AI. The center products go to AI front-end products and back-end products, and integrate these AI products in the solution; In 2017, Haikang proposed the "AI Cloud framework" to realize edge computing + cloud computing to meet the real needs of more efficient solutions to the increasing demand for video data volume transmission and video identification. In 2016, the company turned fluorite network company into an innovative business centered on smart homes, and set up an innovation business with robotics company as the core of industrial automation. So while we are paying attention to Alibaba's storage robots, don't overlook Haikang's own robots. V. Contempt technology - people's "identity" and "behavior" data can be integrated into all kinds of Internet of things devices On October 31, Geely announced the completion of the round 460 million U.S. Dollar D round of financing. The investors include Ant Financial Services, Sino-Russian Investment Fund, and South Korea's Shinkyo Group. This amount of financing refreshes the single largest financing record in the field of artificial intelligence in the world. After this round of financing, the value of devaluation technology will reach at least one billion US dollars. Focusing on deep learning and IOT sensing technology, Depth is based on its own original deep learning algorithm engine, Brain++, and is dedicated to the five core industries of financial security, urban security, mobile AR, commercial IoT, and industrial robots. Users provide world-leading artificial intelligence products and industry solutions. 6. Other Rapidly Developing Internet of Things Enterprises Gao Xinxing Gao Xinxing is a smart city operator with excellent domestic public safety overall solution provider and cross-system platform. The company focuses on such business sectors as “Public Security, Smart City, and Internet of Things†and faces industries such as communications, finance, railways, military industry, and government. Customers provide a total solution based on the core technology of the Internet of Things. The layout of the Internet of Things has gradually improved, including the perception layer (smart monitoring products, acquisition of ZTE Smartlink layout of electronic license plates), the network layer (to be acquired from the high starting point for the acquisition of ZTE Wulian products into the communications module market), application layer (car networking, base station monitoring, smart city, Railway traffic safety, policing security, etc.). Voice of the Cloud Voice of the Cloud focuses on the Internet of Things artificial intelligence services and has high-tech enterprises with independent intellectual property rights and world-leading intelligent voice recognition technologies. Yun Zhisheng has used a machine learning platform (deep learning, enhanced learning, Bayesian learning) to establish leading core technology systems in the fields of speech technology, language technology, knowledge computing, and big data analysis. These technologies together form Yunzhi. Sound complete artificial intelligence technology map. For two consecutive years, Yun Zhisheng was selected as one of the 50 fastest growing technology companies in Forbes China, and it is one of the fastest growing startup companies in the artificial intelligence industry in China. 3. New shoreline As a leading chip manufacturer in China, the new shoreline recently introduced a radio frequency engine chip that meets the needs of the future 5G terminal platform, the NR6816. The NR6816 chip is China's first mass-produced ultra-wideband wireless radio frequency chip. In the global scope, only the American ADI company released the same type of chip in the first half of this year. The mass production of the NR6816 chip will greatly increase China's strength in the global 5G technology R&D competition. 4. Cambrian - simulation of human neural network Cambrian is a startup company that designed the processor for deep learning of artificial intelligence and released the world's first commercial neural network processor chip. When running mainstream intelligent algorithms, the performance-power ratio exceeds that of traditional processors. The Cambrian completed a $100 million Series A round of financing in August last year. At present, major investment institutions include Ali, Lenovo venture capital, and SDIC innovation. At the same time, CBInsights was named the Top Ten Disruptive Technology Companies Affecting the World in 2017 (the only company listed in China).