key investment points:
1. The Internet of things has made great efforts in application and underlying technology, and has entered a period of industrial growth, with a potential market space of more than 100 billion yuan;
2. As the foundation of the meta universe, the Internet of things will usher in a broader development space, and multiple vertical fields are expected to take the lead in taking the east wind of the meta universe;
3. The shipment volume of VR and AR equipment will increase in 2022;
4. It will accelerate the development of cosmic chip technology and boost the related industries;
As an industry integrating various technologies and enabling various industries, the Internet of things has developed rapidly in recent years. The 2022 aiot industry Panoramic Map report points out that thanks to the development of technology and products and the continuous demand, as well as the further release of the demand brought by epidemic prevention home, the Internet of things market continues to expand. IDC predicts that the global aiot market will reach US $482 billion in 2022; Another research institution predicts that the scale of China's aiot market will reach 750.9 billion yuan in 2022, accounting for about 24% of the world.
Some people in the industry believe that the overall market potential of the Internet of things exceeds 100 billion yuan, and the industry driven application potential is huge. Since this year, the hot metauniverse will provide broader development space for the industry with animal networking technology and product applications. Among them, the end-to-end chip manufacturers that provide computing power foundation deserve the attention of investors. However, considering that the industry has no clear certainty about the meta universe so far, the relevant trends will be moderately promoted in 2022.
the Internet of things has entered a growth period at two levels
The 2022 aiot industry Panoramic Map report shows that after more than ten years of development, the current aiot industry has completed the power storage stage and entered the growth period. Peng Zhao, founder of the Internet of things think tank, once said at the 2021 China aiot industry annual meeting that the decentralized networks in the market began to partially intersect, enterprises began to promote ecological integration, and products, productivity, production relations and business models will be reconstructed.
In an interview with the financial Associated Press, insiders pointed out that the Internet of things will work in two directions: application and underlying technology in 2022.
At the application level, Zhang Yi, chief analyst of AI media consulting, told the financial Associated Press, "the overall direction of the Internet of things in 2022 still lies in the application level, and the whole Internet of things industry in 2022 can be summarized with two keywords of 'acceleration' and 'landing'." Zeng Bokai, an analyst at trendforce Jibang consulting, told reporters, "the mainstream Internet of things applications in the market in 2022 are expected to focus on intelligent urban environmental monitoring and epidemic prevention management, smart home safety and immersive entertainment, virtual and real integration and digital simulation of intelligent manufacturing, as well as intelligent medical remote service and precision medicine, so as to help enterprises transform and evolve in the post epidemic era".
The reporter noted that at present, smart meters, smart security and smart home have penetrated rapidly, and the Internet of vehicles is expected to be implemented on a large scale in a few years. The report on the panoramic map of aiot industry in 2022 shows that the large-scale application market has developed one after another. At present, it is mainly focused on the policy driven and consumption driven application market. In the next three years, the aiot industry will maintain high-speed growth under the continuous promotion of the consumption driven end represented by home and automobile and the policy driven end application market represented by public utilities and smart city; In the long run, the industry driven application market has great potential and will become a long-term growth point.
At the technical level, in the future, the Internet of things will achieve short board supplement and capacity breakthrough, and improve the supply capacity of sensing terminals. Therefore, the core targets related to chips, sensors and modules deserve attention. Data show that from January to August 2021, about a quarter of China's Internet of things investment and financing events were related to semiconductors, and a large number of start-ups poured into the semiconductor market related to the Internet of things; The supply enterprises of Internet of things core competencies such as network security, sensors, communications, cloud platform / cloud services and big data have also received continuous attention from capital, accounting for 7.6%, 5.9%, 3.6%, 3.3% and 2.6% respectively.
From the perspective of industrial chain, the pattern of "end", "edge", "management", "cloud", "use" and "industrial service" of aiot industry is becoming more and more mature. "End" covers end-side components (chip, storage device, module, passive IOT, sensing device, power supply, screen, antenna), end-side AI (sensing interaction ability, AI chip), operating system, etc; "Edge" refers to edge intelligent hardware carrier (edge gateway, server, controller) and edge intelligent software platform; "Tube" involves wireless communication, satellite IOT and quantum communication; "Cloud" includes cloud platforms (communication, Internet, it, industry, Internet of things and other manufacturer platforms), AI platforms and other capability platforms (security, blockchain, big data); "Use" includes consumption driven applications (smart travel, medical treatment, clothing, family), policy driven applications (smart city, meter, security, fire protection, energy, parking, etc.), and industry driven applications (industry, logistics, Internet of vehicles, etc.); In addition, "industrial services" refers to relevant institutions, media, investment funds, etc.
Behind the accelerated development, aiot has received many policy support. The term "Internet of things" appears five times in the full text of the 14th five year plan. The plan requires further layout of the infrastructure, access capacity and application scenarios of the Internet of things. The three-year action plan for the construction of new infrastructure of the Internet of things (2021-2023), jointly issued by the Ministry of industry and information technology and other eight departments, clearly puts forward four goals: breaking through innovation ability, improving industrial ecology, expanding application scale and improving support system.
According to relevant plans, by the end of 2023, the new infrastructure of the Internet of things will be initially built in major cities across the country. At the same time, 10 Internet of things enterprises will grow into leading enterprises with an output value of more than 10 billion and can drive the financing and development of small and medium-sized enterprises. The number of physical network connections will exceed 2 billion, and the formulation and revision of more than 40 national or industrial standards will be completed. Cinda Securities pointed out that the relevant planning further shows that the Internet of things track has high certainty and high growth, and new applications of aiot are expected to break out one after another.
According to the statistics of aiot Industry Research Institute of Zhiwu, there are 191 new third board IOT enterprises that meet the listing conditions of the Beijing stock exchange, including 34 in the selection layer and 157 in the innovation layer. The new third board IOT enterprises that can apply for listing on the Beijing stock exchange currently have a total market value of 134.1 billion yuan, which is expected to reach 500 billion market value within two years, or bring great changes to the Internet of things.
yuan universe becomes a new outlet for the Internet of things
2021 is recognized as the first year of the meta universe in the industry. Many people in the Internet of things industry told reporters that the logic of meta universe is closely related to the Internet of things and is a strong wind mouth of the Internet of things. The Internet of things industry should grasp the voice of meta universe.
Zeng Bokai told reporters that the Internet of things is the development foundation of the meta universe, and the meta universe has also become the development vision of the Internet of things, "In 2022, the Internet of things will bring out three main battlefields of technology, including green IOT requiring environmental sustainability and decarbonization production, space IOT focusing on infinity and connecting all things, and metauniverse IOT focusing on data calculus and mirror reality. Metauniverse will become one of the development priorities of the Internet of things in 2022. The main reason is that the new normal after the epidemic promotes the demand for non-contact and digital transformation, so that the Internet of things will continue to focus on CPS. Through the combination with 5g, edge computing, AI, etc, Realize "intelligent independent prediction".
Peng Zhao said, "the connotation of the meta universe is gradually shifting from social to industrial, which is an opportunity that the Internet of things should seize. Many meta universe applications created in the field of aiot have been born, including navigation, smart buildings, smart cities, etc. for the Internet of things, the meta universe is not only useful, but already in use. The architecture of the meta universe is seven layers, of which the infrastructure layer includes the Internet of things, 5g and AI, which is the key to enter the meta universe". According to Peng Zhao, what the Internet of things needs to grasp is not the social meta universe, but the industrial meta universe. The Internet of things should be fed back to reality through virtual feedback to enhance people's convenience of life.
Insiders further explained to reporters, "I believe that metauniverse will improve the industry, but whether metauniverse will bring new changes to the Internet of things in 2022 depends on how we define it. At present, the industry has no unified definition of metauniverse. If metauniverse is the completely virtual world that Zuckerberg said, the technology should not progress to that level next year; if we think that metauniverse is returning from virtual to reality and helping reality improve, it will There are many new Internet of things applications.
The 2022 aiot industry panorama report shows that aiot enterprises can participate in all links of the meta universe, which will drive the application of aiot technology and products and provide broader development space for it. For example, various sensor enterprises in the perception layer provide the basis for the meta universe to perceive the physical world; The network layer provides a transmission channel for the meta universe to perceive the signals of the physical world and access the meta universe; The platform layer and edge layer link and manage everything, and provide information and data processing capabilities; The application layer is based on the ability of the meta universe to lead its development achievements back to and serve the real world Tianfeng securities also pointed out that the Internet of things is composed of perception layer, network layer and application layer, and its various links are deeply consistent with the meta universe (flexible sensing, etc.), which is expected to continue to benefit from the demand pull of the meta universe in the future.
However, the impact of the meta universe on the Internet of things may not be significant in the short term. Zhang Yi told reporters that the Internet of things will develop rapidly in 2022, and the main factor behind it will not be the meta universe, "The reasons for the rapid development of the Internet of things at this stage can be summarized into three points: first, the number of 5g base stations continues to increase and the 5g networking capacity is rapidly improved; second, with the peak of Internet user traffic, new consumption and other investments have been greatly released since the second half of 2020. Next, capital flow will tend to hard technology; third, users, consumption and industrial upgrading"< span c
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