DIGITIMES Research report said that the global cellular IoT new chip development pace tends to slow down, but because of the terminal applications across multiple fields, the number of IoT device connections will continue to increase, coupled with the 2G / 3G network is gradually retired, LTE Cat.1bis, 5G NR-Light and other broadband communication technology gradually by the market attention. Attract the IoT chip industry towards new technology layout. On the other hand, the market has begun to appear using the RISC-V architecture of the IoT chip, whether the trend is taking shape is also worthy of follow-up observation.
Due to the slowdown of IoT infrastructure, coupled with the long life cycle of IoT devices and fragmented applications, unless there are new specifications or emerging applications, it will prompt chip vendors to develop new chips. In addition to the mature NB-IoT and LTE-M chip markets, the prospect of LTE Cat.1bis technology development is attracting attention from chip makers, prompting Qualcomm and many others to launch new chips supporting LTE Cat.1bis. In addition, 5G NR-Light (also known as RedCap) technology is the focus of future cellular IoT development, Qualcomm has taken the lead in the industry to publish related chips and forecasts that IoT devices equipped with related chips will be available in the first half of 2024.
The report points out that cellular IoT chip makers such as CoreTech and Corewing Information have launched IoT chips with RISC-V architecture, which is an option to jump out of the Arm architecture ecosystem and strengthen chip autonomy.