In February of this year, Microsoft announced the availability of a free version of the Windows 10 system for the Raspberry Pi 2 card. The Raspberry Pi 2 is a credit card-sized card computer with a high market popularity and is priced at only $35. Recently, Microsoft has once again announced a new important cooperation with Qualcomm to provide a free Windows 10 system for Qualcomm's card-based computers.
The DragonBoard 410c card computer is about the size of the Raspberry Pi 2. However, the former is equipped with four functions: 64-bit CPU, Bluetooth, Wi-Fi and GPS connection. These four functions are 32-bit Raspberry Pi. 2 is lacking. Although the DragonBoard 410c is priced at only $75, its powerful specifications make the computer a better all-in-one solution for IoT devices. This means that the device can support smart home devices, robots, drones and wearable devices that can be tracked and manipulated remotely.
This new collaboration between Microsoft and Qualcomm will help increase the influence of both parties in the Internet of Things, especially Microsoft. Market research firm IDC predicts that by 2020, the IoT market will increase from $1.9 trillion in 2013 to $7.1 trillion. Next, let's take a look at how Microsoft's cooperation with Qualcomm will play a role in the long-term IoT strategy of both parties.
The meaning of the Internet of Things to Microsoft:
In fact, the recent cooperation is not the first time Microsoft has joined forces with Qualcomm to advance the Internet of Things business. In June last year, Microsoft joined the Internet of Things project "All Seen Alliance" led by Qualcomm. Qualcomm-led this IoT project uses the open source AllJoyn framework to connect smart homes, cars and mobile devices to each other. In addition to Microsoft and Qualcomm, other members of the All Seen Alliance include Cisco, D-Link, LG Electronics, Panasonic and Sharp.
In the IoT market, Microsoft needs to further expand its "moat" to fight against ARM. ARM licenses most low-power IoT chip designs to other users. Recently, ARM has launched an Internet of Things platform, mBed, which is a 32-bit operating system independently developed by ARM. mBed will pose a devastating threat to embedded operating systems such as Microsoft Windows Embedded and BlackBerry QNX. By adapting Windows 10 to 64-bit ARM-based motherboard-based computers, Microsoft will be able to dominate more demanding devices, especially those that are not accessible to 32-bit mBed.
The Internet of Things market will be the last position of the One Windows strategy. By offering a free upgrade to the Windows 10 operating system for devices such as mobile phones, tablets and PCs for most non-business users, Microsoft plans to use an operating system to align all consumer-facing devices. Next, Microsoft will enter more IoT devices that will enter through the same "common applications", but these applications will be able to run on a variety of Windows devices. Data generated from all of these devices will be directed to Microsoft's cloud service Azure to further enhance data analysis capabilities.
As a result, Microsoft's future business cloud business will certainly have better prospects for development - as of the previous quarter, this business has achieved an annual operating rate of $5.5 billion. Microsoft's commercial cloud business relies in part on the company's ability to expand its impact on the IoT market.
The significance of the Internet of Things to Qualcomm:
Qualcomm is the world's largest maker of smartphone chips, but the company has also been expanding into emerging markets such as microservers, card-based computers, wearables and IoT devices.
Qualcomm's IoT strategy is based on the company's own mobile chips and bandwidth business (which has been influential in many industries, including healthcare and smart cars). Qualcomm did not disclose its own IoT revenue separately, but the company’s intention to enter the Internet of Things is clear. Last year, Qualcomm announced plans to acquire CSR, an electronics company specializing in Bluetooth, wireless and automated information services, for $2.5 billion. In addition, Qualcomm has launched the Qualcomm Robot Accelerator project, which is also supported by TechStars, a startup incubator that helps start-ups develop robots and IoT devices. Of course, the Qualcomm Robot Accelerator project is also directly related to its AllSeen Alliance.
However, as a fierce competitor of Qualcomm in the smartphone market, Intel also has its own ambitions in the IoT market. Last year, Intel introduced a division dedicated to IoT technology, which now produces micro system-on-chip (SoCs), which are used primarily for the Internet of Things and wearables. At present, the chips produced by Intel's division mainly include Curie and Edison. The former is a button-sized module chip that can quickly add Bluetooth connection technology to wearable devices; the latter is a more powerful SD card. A computer that can quickly connect devices to the Internet and connect devices to each other. Intel's division has been growing steadily. Last year, Intel's IoT-related revenue grew 19% year-on-year, while operating profit increased 12% year-on-year. For the AllSeen Alliance, companies such as Intel, Samsung and Dell have also formed a new IoT group, the "Open Internet ConsorTIum", to combat Qualcomm and launch an Internet of Things communication standard that can compete against Qualcomm. .
For Qualcomm, this model, which focuses on the IoT market, does have some difficulties because Intel can leverage its dominant edge in the server and PC markets to promote its IoT chipset. Intel may also provide subsidies to original equipment manufacturers, such as providing free samples or financial assistance, to increase their share of the IoT market, just as Intel has previously worked with mobile business OEMs.
Win-win situation:
Microsoft's measures for ARM's authorized chipset will be a win-win situation for all parties involved. Microsoft is expanding its sphere of influence from the PC and mobile markets to the IoT device, so that ARM-licensed products will also receive new operating system support, while Qualcomm's card-based computers may gain more mainstream users. s concern. These benefits, although not immediately apparent, will provide a solid foundation for these growing IoT businesses.
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