2G/3G转网视角下电信运营商物联网发展策略分析

doi:10.11959/j.issn.1000-0801.2022255

Abstract

Abstract:

In the context of 2G/3G transition, it is a general trend for NB-IoT and LTE Cat.1 to undertake their business development.On the basis of reviewing and analyzing the current status and trends of the 2G/3G-IoT (Internet of things) business, sorting out the IoT business development strategies of the three major domestic telecom operators at the terminal, network and application levels, the three existing business models of telecom operators in the NB-IoT and LTE Cat.1 business area were summarized, including traffic-oriented, platform-supported, and application-enabled.Finally, from three aspects of business opportunity expansion, product marketing and team services, the future upgrade of the business model was prospeted.

Key words: telecom operator, 2G/3G transition, medium and low-speed IoT, development strategy, business model

CLC Number:

TP393

Xiaozhong LIU, Junyu FANG, Yongbin JIANG. Analysis of telecom operators’ IoT strategy from the perspective of 2G/3G transition[J]. Telecommunications Science, 2022, 38(10): 153-162.

Figures/Tables 8

References 20

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类型	接入技术	业务特征	峰值速率	应用场景
高速率	5G	速率高、流量大、移动性要	10～20 Gbit/s	车联网、电子广告牌、视频
	4G Cat.4	求高，对成本功耗不敏感	150～300 Mbit/s	监控、工业路由/网关、智慧

中速率	3G	速率较高、时延低、移动性	14.4 Mbit/s	POS、可穿戴、共享单车、
	4G LTE Cat.1	要求高、对功耗不敏感	10 Mbit/s	智慧家居等
低速率	2G	低功耗、低成本、移动性	100～300 kbit/s、功耗高于NB-IoT	智能抄表、智慧城市、智慧农
	NB-IoT	低、对速率和时延不敏感	低于100 kbit/s、功耗低、覆盖	业、资产追踪、智慧停车等
			能力强

指标	NB-IoT	LTE Cat.1
部署	LTE带内、LTE保护带、独立	基于现有的LTE网络
带宽	200 kHz	20 MHz
覆盖	164 dB	146.7 dB（TDD模式eNB 8天线条件）
功耗	10年	<0.1年
速率　　上行峰值	3GPP Rel-13: 62 kbit/s	5 Mbit/s
	3GPP Rel-14: 150 kbit/s
	3GPP Rel-17: 210 kbit/s
下行峰值	3GPP Rel-13: 21 kbit/s	10 Mbit/s
	3GPP Rel-14: 120 kbit/s
	3GPP Rel-17: 280 kbit/s
移动性	低速移动	高速移动
语音	不支持	支持
短信	支持	支持
模组成本	目标2～5美元	相比NB-IoT较高

模组类型价格类型	2G	3G	NB-IoT		LTE Cat.1
模组类型价格类型	市场价格	市场价格	市场价格	运营商价格	市场价格	运营商价格
金额/元	14～39	45～65	20～38	≤20	42～67	≤50
数据来源：市场价格参照移远通信天猫旗舰店价格。

网络类型		NB-IoT		LTE Cat.1网络
部署方式	独立部署	保护带部署	带内模式	基于现有的LTE网络，
	使用独立频谱进行部署	利用 LTE 频谱边缘的	利用 LTE 正常载波中的	借助4G基站完成布网
		保护带进行部署	资源块
部署优势	不占用LTE资源，无须考虑	不占用 LTE 现有资	可借用 LTE 功率，无须	完全复用现有 LTE 资
	与原有系统的兼容性	源，但因在 LTE 频谱	使用单独功率，但因占	源，直接部署于成熟的
		边缘部署需要考虑与	用 LTE 资源需要考虑与	LTE网络
		原有系统的兼容性	原有系统的兼容性
选择运营商	中国移动	/	中国移动/中国联通/	中国移动/中国联通/
			中国电信	中国电信

商业模式	价值定义	关键资源	利润模式	产业定位
流量主导型	流量+管理	网络连接	流量使用计费	网络运营商
平台支撑型	开发+生态	标准套件	能力打包计费	系统集成商
应用赋能型	服务+共赢	服务参与	收入分成计费	服务供给商

Analysis of telecom operators’ IoT strategy from the perspective of 2G/3G transition

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