The Internet of Things is in serious competition with homogeneity

2012 China Shenzhen International Internet of Things Technology and application expo scene Zhang Yi/photo

Securities Times reporter Zhang Yi

Jingdong Mall provoked by the price war among the power between the spread of the rush, with "strategic emerging industries" halo of the Internet of things, frequent price wars have been common, no innovation, product homogeneity has become a barrier to the development of the Internet of things the most fundamental reason.

Homogeneous competition is serious

The reporter has come to the 2012 China (Shenzhen) international Internet Technology and application of the exhibition hall entrance, the staff holding a handheld reader on the bar code on the reporter to gently sweep, the verification program immediately completed. This is the most common object networking identification application.

A few years ago when it came to the internet of things, many people did not know how to write these three words, and now the application of the Internet of things has sprung up. "In the Jiangsu Secco Information Industry Research Institute Dean Chishao View," The network of smoke and mirrors, fog cloud computing "has shown the" clouds "development momentum.

The State Council recently approved Wuxi to create a global impact of the sensor network innovation Demonstration Zone news is to make the industry caper, the relevant listed companies in the two-tier market also out of a new wave.

Despite policy support for continuous blood transfusion and a thriving industry, the concerns of the Internet industry are also noteworthy. At the fair, the reporter noticed a special phenomenon. Whether it is overseas leaders, a-share listed companies, or silent small companies, the display of products are strikingly similar: most of them are all kinds of smart cards, a wide range of electronic tags and readers, and even include colorful access cards, A little novelty is only the industrial-grade barcode RFID handset for Android.

At the exhibition site, many exhibitors even bluntly told reporters that these electronic tags, readers to the threshold is not high, such as access control cards, such as the gross margin of less than 10%.

Price war Normalization

When the 2008 financial crisis broke out, the internet of things became an opportunity for attention. 4 years later, big to the wisdom of the Earth, small to intelligent home, the application of Internet of things springing up, the Chaoyang industry began to face the growth of homogenization competition troubles.

In the homogeneous competition industry, it is not surprising that a price war is launched. Shanghai electronic label and internet Research and Research union Secretary-General Wang Dong introduced: "An UHF RFID tag market price has been reduced from 1 dollars to 4 cents, I estimate will soon be reduced to two cents." "At present, RFID tag antenna mainly using metal materials, he expected once the lower cost of graphene antenna widely used, RFID system costs will be further reduced."

Branch of the electronics (002121, shares bar) (002121) staff to the reporter, the company focused on the promotion of the Android system of industrial-grade barcode RFID handheld machine price of more than 10,000 yuan, mainly used in electric power and other fields. However, the predecessor of this hand-held recognition machine two-dimensional code handheld recognizer is not such a high price.

Reporter learned that the two-dimensional code handheld recognizer in accordance with the Department of Agriculture traceability system pricing is more than 3,000 yuan, after the competitive pressure to the thousand-yuan, some companies in this project is struggling.

Wang Gu (002161) Chairman Xu Yuxi told reporters that the current general field of competition is too fierce, the industry competition pressure is greater, the end may form disorderly competition, leading to a loss to make a yell.

"At present, the application and framework of the Internet industry has been characterized by fragmentation, lack of unified concepts and methods, and serious industry and regional barriers, resulting in a large number of incompatible products, solutions and a large number of repeated construction of demonstration projects, leading to a large number of energy and resources waste , many of the industry's attempts are only closed internal attempts, the application is difficult to intervene, so ultimately it is difficult to promote the large-scale development of the IoT industry. Ma Jian, CEO of Wuxi Intellectual Star Technology Co., Ltd., vice chairman of the China Electronic Society Networking Special Committee, is worried.