The consumption of Internet of things users is only 76 cents, and the price has become the biggest obstacle to the promotion of 5g industrial interconnection

5G The development of the mobile phone user market is not as expected , So some people in the industry believe that industrial Internet is 5G The direction of application , However, reality slapped them mercilessly , oriented 2B The Internet of things market of the market has given enlightenment , Low price is 2B The king of the market ,5G If low prices are not available, it is difficult to promote in the industrial Internet market .

The Internet of things can be described as an operator 2B The most successful business , By 2020 year 12 The number of Internet of things connections of China Mobile has reached 8.73 Billion , China Telecom 、 The number of Internet of things connections of China Unicom is 2.37 Billion 、2.4 Billion , The total number of Internet of things connections of the three operators reached 13.5 Billion , Compared with the number of mobile phone users of the three major operators at that time 14 Yiduo is quite close to .

The Internet of things business of the three major operators is indeed quite successful in terms of the number of users , However, the income brought by the Internet of things to them actually makes them quite frustrated , China Mobile announced 2020 The annual performance shows that the business income of the Internet of things is only 95 One hundred million yuan , Accounting for the overall income of the year 7681 The proportion of billion yuan is only 0.1%.

Why the number of Internet of things connections of China Mobile is as high as 8.73 Billion , Compared with the number of mobile phone users 9.42 100 million households are just less 6900 Wanor 7.3%, But the revenue it brings is far less than that of mobile phone users ？ The reason is that Internet of things users ARPU It's too low , Far from being compared with mobile phone users .

Internet of things think tank right 2018 - 2020 The performance of the three major operators was analyzed , According to their performance, the average number of Internet of things users is calculated ARPU, The average number of Internet of things users of China Mobile and Chinatelecom ARPU lower than 1 element , China Unicom is the highest but 2021 Year of ARPU There is only a 1.47 element , Compared with the mobile phone users of the three major operators ARPU stay 40-60 element , Undoubtedly, it highlights that the value contributed by Internet of things users is too low .

From the Internet of things users ARPU It can be seen that ,2B The revenue brought by the market to operators cannot be compared with that of mobile phone users , What the industry expects 5G I'm afraid the performance of the industrial Internet is similar to that of the Internet of things market .

It is true that China is the world's largest manufacturer , But so far, made in China has mainly relied on low cost to compete ,2020 The import and export data in shows that China's textile industry exports 2962.3 Billion dollars , import 236.5 Billion dollars , The textile industry has contributed 2725.8 Billion dollars , Account for the trade surplus of the same period 5350.34 The proportion of billion dollars is as high as 50.9%. It has become the largest TV in the world 、 Chinese brands such as mobile phones also rely mainly on low cost as their competitiveness , Among them, the net profit of the television industry is as low as 1.5% about .

Low cost is still one of the main competitiveness of Chinese Manufacturing , In this way, it is not difficult to understand facing 2B The cost of Internet of things users in the market is so low , After all, the net profit of the enterprise is not high , Naturally, cost control should be the priority . The mobile communication network used by Internet of things users is also low-cost 2G or 4G Cat1 Network centered , In addition to low cost , Also lies in low power consumption .

From the Internet of things market, we can see ,2B Market for large bandwidth 、 The demand for ultra-low delay is not high , On the contrary, low cost 、 Low power consumption is preferred , and 5G The cost of building a network is extremely high 、 Operating costs are also high , Count on 5G It seems unrealistic to popularize such a high-cost network to the industrial industry . in fact , The income of operators due to the Internet of things is too low , Lack of interest ,2020 In, the number of Internet of things connections of China Mobile also lost 1000 More than ten thousand .

What the industry expects 5G I'm afraid the industrial Internet really needs careful consideration , For the made in China, which is famous for its low cost, it is expensive to forcibly promote 5G Is the industrial Internet really suitable ？ For those made in China who still rely on low-cost competitiveness to earn huge amounts of foreign exchange, we should be more cautious .

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