The core products of the information world, I think three kinds: chips, operating systems, applications. The chip is the core of the hardware system, the operating system is the core of the software system, and the application is the core of the user experience.
In the PC era, Intel, Microsoft, and Google can represent these three core strengths. In the era of mobile phones, Qualcomm, Android, and WeChat can represent these forces separately.
The times mentioned here are all distinguished by interaction. From the perspective of information, the Internet is only a form of information exchange, which is not the same as the PC era and the mobile phone era. Therefore, it is not called an era reference.
The Internet of Things will be the next era after the mobile phone, which is already a common judgment of the industry. As I said before, the Internet of Things era will send two significant changes in application morphology:
1. Complete separation of information centers and interaction centers;
2. Diversification of interaction methods, interaction into life scenes, and more natural use.
Based on the changes in these two application forms, the technical forms of the previous PCs and mobile phones will not be applicable at all, and the technology trends of the Internet of Things industry will be completely changed.
Application technology characteristics of the Internet of Things
1. Complete separation of terminal and operation
The terminal here is equivalent to the peripherals of the PC era and can include sensors, controllers, interactive devices, and the like. A typical application is remote control.
2. Wireless communication terminal is growing 100 times
The number of per capita electronic terminals will increase explosively, and every scene in life may form a wireless application terminal.
3. Fragmentation of the terminal application scenario
The terminal will be directly integrated into various scenes of life. Each scene is a subdivision application, eating, drinking, listening to music in the bedroom, playing games in the living room will form a terminal.
4. Diversification of terminal processing capabilities
Due to the diversification of application scenarios, the requirements for terminal processing capabilities will vary depending on cost and power consumption.
5. Cloud data volume has increased by more than mega
In the era of mobile phones, the data of the mobile Internet is only the personal life information stored in the cloud. When the amount of equipment doubles and all relevant information around the individual is brought together in the cloud, this data magnitude will increase dramatically.
Chip industry in the Internet of Things era
1. The combination of the two is definitely a long tail market.
According to different application scenarios, MCU, PLC, ARM, X86 can form the most suitable application market.
Each segmented application scenario may run out of a different CPU enterprise. And unlike the PC era, there is a market share that can account for more than 50% of the market.
2.SoC will be a big trend
The processing of IoT application terminals will be more specialized, and the overall performance of the terminal processing chip will not be too high, but it is also required to be low-power and small.
Therefore, an integrated chip combined with an application scenario is a better solution. More and more sensing SoCs and communication SoC chips are already showing this trend.
3. China will have a wave of well-known chip companies in the Internet of Things era.
The current industrial accumulation in China, as well as the subsequent extensive application market, can spawn an influential chip company in China, especially sensors, RF communications, and processors.
Internet of Things operating system:
1. Cloud computing, terminal processing
This architecture has been fully validated in the mobile Internet.
In the era of the Internet of Things, this approach will go even further.
2. The application part of the operating system is all in the cloud.
The data management and various business applications that the mobile Internet has seen will extend to other personal attention data related to the Internet of Things.
More critically, hardware development IDEs, hardware management device management tools, etc. will also be clouded.
3. The Internet of Things operating system consists of three parts: terminal, network and cloud.
The focus of PC and mobile operating systems is still the management of local hardware devices.
But IoT applications rely heavily on communications and the cloud. Therefore, in the IoT operating system, the proportion of network communication and cloud management will be very large.
4. The terminal embedded system kernel is lightweight; the terminal system functions require componentization, modularization, and cropping
This is determined by the diversity of the terminal.
Embedded operating systems need to meet extremely low hardware configuration scenarios, such as MCUs. At the same time, the functions of the application terminal will be very diverse. Componentized, modular embedded operating systems can meet the requirements.
LINUX has done a good demonstration, but the terminal part of the IoT operating system requires further.
5. Remote communication requires safety, efficiency and dynamics
Personal privacy data, massive communication data, and wireless communication network environment, these features require the Internet of Things operating system to combine services in communication and do more optimization.
6. Communication requires simultaneous support for basic P2P communication
IoT, also refers to the connection between things.
Remote communication solves the problem of long-distance information exchange or complex computing.
In the near-distance, simultaneous basic computing and logical processing scenarios, direct communication between objects and objects is more efficient.
7. There will be a real operating system level product in China.
This is still driven by industrial development and application needs.
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