LTE Internet of Things is poised for growth and is expected to grow strongly next year

The penetration rate of the cellular IoT market is expected to grow strongly next year...

The two major telecom operators in the US and five module manufacturers said they will use a Qualcomm chip to implement the latest low-power LTE standard for Internet of Things (IoT) applications, which means the cellular IoT standard Market penetration may grow strongly next year.

AT&T will conduct Qualcomm's MDM9206 chip in the Cat-M1 pilot test in San Francisco, USA, and its national Cat-M1 service is expected to begin in 2017; Verizon will use the same Qualcomm chip in the Thingspace service. In addition, honeycomb module manufacturers Quectel, Telit, U-Blox, Simcom and Wistron NeWeb Corp. said they will use Qualcomm chips for modules supporting Cat-M1 and NB-1 services.

The Cat-M1 standard delivers 380 Kbits/second at 1.4MHz and the NB-1 with 40 Kbits/s at 200KHz. Qualcomm says that modules using its chips will be available in early 2017. Support for Cat-M1, and will support NB-1 through software upgrade soon after that.

The lower-power LTE specification is expected to lead to new types of cellular IoT for applications such as smart meters/water meters, building security and lighting, industrial control, retail sales terminals and property tracking; the past low-power IoT applications are mainly used Variant specifications for 802.15.4, as well as a range of new technology options to meet a wide range of application needs.

The new wave of IoT networks is thought to change the rules of the market, especially in the field of cellular communications; suppliers expect a total of 7 billion cellular-to-machine communication (M2M) module installations, which can be customized The market for the system has become a paradise for DIY enthusiasts and has expanded further.

Various technical options have led to some wonderful combinations, such as the French telecommunications operator Orange has built both LoRa and cellular IoT networks; the cellular module manufacturer U-Blox has begun to model the Ingenu network. group.

In the beginning, AT&T and Verizon in the US will deploy the M1 network, while Chinese telecom operators and Vodaphone and Deutsche Telekom in Europe will adopt the NB1 standard first, partly because of spectrum availability; some European carriers are aiming to support The third type of cellular IoT specification, known as Extended Coverage GSM, uses 3G derivative specifications for 200kHz channels.

Aapo Markkanen, an analyst at market research firm Machina Research, said: "There will be 80% to 90% of telecom operators who will support both specifications (M1 and NB1) because there are enough differences between the two and NB1 is sensing. The application of the network has a sweet spot."

The temperament of Qualcomm and competitor Sequans...

Some telecom operators will launch new cellular IoT services by the end of this year. It is bound to see that technology in this field is bound to become one of the focuses of International Consumer Electronics (CES) in January next year; Art Miller, senior director of Qualcomm Business Development, said: We did see a wide range of adoptions."

Qualcomm currently has a simplified RF front-end solution that supports both cellular IoT standards in the global market with a single chip; as demand grows, it is expected that the final chip vendors will create optimized solutions for both standards.

In September of this year, a French chip designer Sequans announced that it has begun to provide samples of Monarch chips supporting M1/NB1, which is a big market leader. Qualcome's Miller said: "We will be in the first wave of products listed, some people Said that they have been leading for 6 to 9 months, and we guarantee that there is absolutely no such thing."

Sequans CEO Georges Karam said in a previous statement that he believes that Qualcomm's MDM9206 was originally designed for low-end Cat 3 LTE chips, while Qualcomm uses software degradation to allow the chip to operate at lower speeds...but That didn't solve the problem that Cat-M/NB focused on, which is to provide a very low-cost, low-power solution.

Karam stressed that the cost of modules using Monarch chips will be less than $10, while Qualcomm's other chip, the MDM9205, will be a more realistic competitor to Monarch, but the chip will probably ship sometime next year.

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