美丽新世界！物联网点燃无限商机
Internet of Things,sounds like a science and technology term in the future.But, in fact, The godfather of The semiconductor, chang mouth say The Next Big Thing, is already at The foot of The rose, rather than a rainbow in The sky.Aaron yuan for gu jing Chen, an analyst (learn) to the Internet business opportunities, especially insightful.
In fact, the Internet of things is not a new concept, but, in the related supporting conditions and environmental dimensions gradually mature, its implementation in business opportunities.
Iot ignite infinite MB business opportunities
Jing Chen further shows that as early as in 1995, Microsoft founder Bill Gates’s future journey that has put forward the concept of Internet of things intelligent household; In 1989, the United States, Massachusetts institute of technology (MIT), the director of exelon was also used in the name of the Internet of things. But why until now by international companies as Microsoft, Intel, Google and apple’s attention? The most main or, thanks to the intelligent mobile phone and Internet development under their hands ignition, Internet business has gone through the roof.
According to a survey of Gartner, forecast to 2020, a handheld iot jumped from the number of the equipment will be from 2 billion to 25 billion, the growth of more than ten times; The research institution and forecast, the Internet of things will make ten million yuan of business opportunities.
Brave New World for TSMC province three billion yuan
Chang mentioned Brave New World, life is expressed in network, and realize the Brave New World of TSMC already. Actual visit south section or bamboo section can be found that every building in TSMC has won the green building certification, they use water, through the filtration cycle, can be recycled; Combined with solar energy and LED lighting and other green energy saving equipment, a year can save TSMC 3 billion yuan.
Internet of things with the big data, application scope is bigger; Because, through the large data, can undertake all kinds of data analysis.
Now, via the APP or satellite navigation, traffic jams, can know to monitor each region road conditions, or even how many parking lot parking? How long is the bus station? Also be clear at a glance. Application scope of these are all things life, driven by the business opportunities, have proliferated.
All things networking opportunities, in terms of processing chip, TSMC’s strengths, of course; In addition, in terms of processing platform, like industrial computer grind degrees, or robots, hon hai is already out of conceptual, enter the order.
Smart factory, is the application of Internet of things Chinese. The Internet of things through the content and content of radio frequency converter control, no one to turn off the lights factory as hon hai, already don’t need people to monitor, but directly from the computer monitor, which a machine problem, the computer automatically return, and find out why.
Intelligent building research China Become a living advertisement
Leading industrial computer maker grind degrees, with industrial automation solutions, also infuse new fresh water because of the Internet of things lately. Research of China solutions applications include the MRT card reader, automatic buy machine, ATM, POS machine, game network passbook, digital electronic billboard control center, the monitoring system of intelligent building, loto machine, etc. Now, China is located in linkou intelligent building research China, as its advertising.
In IC design field, force flourishing, mediatek and electronic volume target crystal macros, pvi, etc, are all thanks to the Internet of things. Jing Chen thinks, these industries, has a future, growth is also worth looking forward to.
In addition, the PCB factory, the robot has relevance as wisdom. In fact, from the upper reaches of the wafer foundry, IC design to the downstream of the encapsulation testing, even connector components, such as armor, trade union and test terminal Hu Lian, is among the Internet stocks.
Drive the transformation and upgrading of traditional industries
Chang so-called Brave New World, has entered our life. Jing Chen thinks, next, should pay attention to driving, unmanned automation, etc. Vehicle terminal Hu Lian, or GPS to ding day, reversing radar, are groups of Angle.
The Internet of things for transformation and upgrading of traditional industries. With science and technology in terms of financial, I’m afraid to enter the future robot era of financial management; And services will be because of the Internet of things, more intimate, the insurance industry with the help of a large data set reasonable rate, anniversary of the department using big data to understand customers purchase preference, directly to customers through the Internet of things. Is the view that the Internet of things combined with big data, subverts the traditional marketing gimmick.
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物联网(Internet of Things)，听起来像是一个发生在未来的科技名词。但事实上，这个半导体教父张忠谋口中所说的The Next Big Thing，早已是脚下的玫瑰，而非远在天边的彩虹。伦元投顾分析师陈靖(学进)对物联网商机，尤有精辟的论述。
事实上，物联网不是一个新概念，只是，在相关配套条件及环境构面逐步成熟后，它的商机陆续实现。
物联网点燃无限商机
陈靖进一步说明，早在1995年，微软创办人比尔盖兹的未来之旅即已提出物联网智能家居的概念；1989年，美国麻省理工学院主任艾斯顿也使用物联网的名词。但为什么到现在才受到国际大厂微软、英特尔、谷歌、苹果等的重视？最主要还是拜智能型手机及互联网发展之赐，在它们的连手点火下，物联网商机一飞冲天。
据顾Gartner市调公司预测，到2020年，非手持的物联网设备数将从20亿台跳升至250亿台，成长超过十倍；该研究机构并预估，物联网将创造十兆元的大商机。
美丽新世界 为台积电年省三十亿元
张忠谋曾提到的美丽新世界，就是体现物联网的生活，而台积电早已实现这个美丽新世界。实际走访南科或竹科就可以发现，台积电的每一栋建筑已获绿建筑的认证，他们所使用的水，是透过过滤循环，可以再利用；再加上太阳能与LED照明等绿色节能设备，一年可为台积电省下30亿元。
物联网结合大数据，应用范围就更大了；因为，透过大数据，可以进行各式各样的数据分析。
现在，经由APP或卫星导航，可以知道堵车状况、监控每一个地区的路况，甚至停车场还有多少车位？公交车多久到站？也都一目了然。这些都是物联网生活应用的范围，所带动的商机，也早已遍地开花。
万物联网的商机，在处理芯片方面，当然是台积电的强项；另外，在处理平台方面，像工业计算机研华，或是鸿海的机器人，也都早已脱离概念性论述，进入接单。
智能工厂，则可谓物联网应用的个中佳作。物联网透过物与物射频转换器的监控，像鸿海的无人关灯工厂，已经不需要人来监控，而是由计算机直接监控，哪一台机器出问题，计算机自动回报，并且找出原因。
研华智能大楼 成为活广告
工业计算机龙头厂商研华，提供工业自动化解决方案，近来也因物联网注入新活水。研华的解决方案应用包括捷运的卡片阅读机、自动购买机、ATM的POS器、博弈网络存折、数字电子广告牌控制中心、智能型大楼监控系统、乐透彩票机等等；现在，研华位于林口的研华智能大楼，正如它的活广告。
在IC设计领域，力旺、联发科及电子卷标的晶宏、元太等，也都受惠于物联网。陈靖认为，这些产业，都具有未来性，成长性也值得期待。
另外，PCB与智慧工厂、机器人具有关联性。其实，从上游的晶圆代工、IC设计到下游的封装测试，甚至连接器的零组件，比如凡甲、贸联及测试端子的胡连，都算是物联网概念股。
驱动传统产业转型升级
张忠谋所谓的美丽新世界，已进入我们的生活中。陈靖认为，接下来，应留意自动化驾驶、无人驾驶等等；车用端子的胡连，或是GPS的鼎天、倒车雷达的同致，都是族群中的要角。
物联网也为传统产业带来转型升级的契机。以科技金融而言，未来恐怕要进入机器人理财的时代；而服务业将因物联网，变得更贴心，保险业借助大数据订出合理费率，百货周年庆利用大数据了解客户购买偏好，直接透过物联网向客户介绍喜好的产品。由是观之，物联网结合大数据，已颠覆传统的营销手法。
