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development prospects and investment opportunities analysis

- Jun 05, 2018 -

IoT development prospects and investment opportunities analysis: electronic tags, sensors, etc.

Guide: "Two-dimensional code itself does not have a completely independent industry, but they are the basic capabilities the industry must have, the future of two-dimensional code will also become an important entrance for the mobile Internet." This is Ma Huateng said. At present, the QR code is indeed an important entrance to the mobile Internet.


The purpose of this article is to understand the situation of related industries in general, and then consider selecting some of them to continue further research.


A previous article, "The Analysis of Prospects and Investment Opportunities of the Internet of Things (1)" talks about the three-tier structure under the Internet of Things. The first structure is the perception layer, which is mainly responsible for information collection and perception of the material world, including two-dimensional codes. Tags and readers, RFID tags and readers, cameras, GPS, sensors, terminals, sensor networks, etc.


Today we continue to have a preliminary understanding of this structure. I am a layman in this industry, just to understand whether the industry has an investment opportunity to make a basic understanding and judgment, so the following content is not necessarily rigorous.


First, the label class. It is mainly a QR code or an RFID tag.


“Two-dimensional codes do not have completely independent industries, but they are the basic capabilities that the industry must possess. The future two-dimensional codes will also become an important entrance to the mobile Internet.” This is what Ma Huateng said. At present, the QR code is indeed an important entrance to the mobile Internet.


The QR code industry chain includes merchants, QR code solution providers (service providers), decoding software developers (hardware manufacturers), reader equipment providers, value-added service providers, mobile operators, and mobile terminals. Businesses and end users, the scope of applications include business information (logistics management, quality control, product security, identity verification), mobile marketing (advertising, advertising monitoring, database marketing), mobile commerce (mobile security, mobile payment, e-ticketing , mobile social, discounts, etc.) Currently, the cost of generating and recognizing two-dimensional codes is very low. The real opportunity is the value-added services generated through two-dimensional codes, such as Alipay and WeChat's offline payments. Application is the key. Attention can be paid to in-depth and competitive enterprises in certain detailed areas.


Development Prospects and Investment Opportunities of Internet of Things (2)--Electronic Tags, Sensors, etc.


RFID tags are another type of tag. We generally borrow books from the library to return books. Books can be borrowed on the machine or automatically returned. This type of application is generally used. The related companies in China are similar. In addition to providing basic RFID tags, they also need to use identifiers to further increase their technological solutions and integrate systems.


The Chinese RFID market can be divided into two different types: government-led and market-oriented. Companies such as Aerospace Information, Shanghai Zhongka, Beijing Zhongdian Huada and others focused on government projects. They are strongly influenced by the government's support; while companies such as Yuanwanggu, Yangzhou Yongdao and Zhongrui Sichuang are mainly market-oriented. Government-led companies are dominated by government projects and their profits are more substantial, but the future is bound to be market-oriented.


The ultra high frequency (UHF) RFID industry is a market with scarce high-definition and sustained acceleration of growth. The UHF RFID market in China is entering the fast-track development. In addition to the UHF RFID used in the apparel retail industry, applications in areas such as smart manufacturing, automotive electronic identification, textile washing, medical care, food safety, and libraries are rapidly emerging.