China Mobile continues to expand its market cooperation areas, refine its collaboration policies, and enhance its partnership mechanisms. The company remains committed to investing in marketing resources to support the growth and development of all stakeholders within the ecosystem. Key strategic objectives include advancing 4G mobile phone cooperation and driving the development of the Internet of Things (IoT).
This weekend, news emerged that China Mobile has offered a 1 billion yuan subsidy for NB-IoT modules, but few have paid attention to the 1 billion yuan subsidy for the 1G IoT module. It seems that many are overlooking the growing trend of 4G+ mobile phones.
Indeed, at this moment, the industry is closely watching how China Mobile will drive the development of the NB-IoT ecosystem. There's a sense of anticipation around the potential impact of these subsidies on the broader IoT landscape.
China Telecom has introduced the "Cosmic First Standard," aiming to bring NB-IoT modules into the $5 price range gradually. So far, China Mobile’s 1 billion yuan subsidy is expected to bring NB-IoT modules down to prices comparable to or even lower than GSM modules.
During the weekend, Comobs spoke with at least ten industry professionals—operators, equipment vendors, chipmakers, and module suppliers—and most were optimistic about the positive impact of the 1 billion yuan subsidies on the industry. Some from China Telecom even used the term “very huge†to describe the effect.
While some may feel envious or anxious, it's clear that China Mobile's move is a proactive step in promoting the NB-IoT industry chain. At the same time, there are concerns about whether China Telecom might commercialize 800M NB-IoT earlier than expected.
Industry insiders have also shared critical views on these developments. While China Telecom may be making loud claims about NB-IoT, China Mobile is seen as the real driver behind the industry's progress.
Regardless of whether these perspectives are entirely objective, they reflect optimism about the future of M-IoT technology. As a media outlet that has been tracking NB-IoT since September 2015, Comobs believed last year that if China Telecom didn't act quickly, China Mobile would dominate the C-IoT era. For China Telecom, NB-IoT represents a chance to overtake China Mobile in emerging markets.
Some media outlets asked whether there is a conflict between the two operators' commercial NB-IoT efforts. Comobs believes both China Mobile and China Telecom have positive motivations for NB-IoT development:
1. In the "139 Plan," China Mobile aims to "build a new NB-IoT network" and "strive to promote NB-IoT new network cooperation." This highlights the strategic importance of NB-IoT within China Mobile's IoT vision, not just about building a network, but also fostering partnerships.
2. By actively participating in the construction of 355 smart cities nationwide, by the end of 2017, 345 cities had achieved continuous NB-IoT coverage and full commercial use, enabling urban and rural residents to enjoy modern information services. China Mobile's push for NB-IoT has not only driven industrial growth but also contributed to supply-side structural reforms.
3. With over 200 million IoT connections in 2017 and an increase of 120 million in 2018, reaching 320 million total connections, China Mobile is expanding its business and revenue across various sectors. What percentage of these are NB-IoT? Could it reach 84 million?
4. With a 60%–80% subsidy rate on NB-IoT universal modules, a 60-yuan module would effectively cost between 22–24 yuan, similar to GSM modules. A 40-yuan module could drop to 8–16 yuan, significantly cheaper than GSM. Will NB-IoT become as widespread as Bluetooth or WiFi? China Mobile now has over ten models of NB-IoT universal modules.
How many NB-IoT modules will the 510 million yuan subsidy cover? Based on a 60-yuan module, it could be 20.83–27.77 million units. For a 40-yuan module, it could reach 31.25–41.66 million. Through different calculations, Comobs estimates it could reach 329.75 million NB-IoT modules.
5. China Mobile launched a "simple and affordable" annual package plan, divided into two tiers: 20 yuan and 40 yuan. It's clear that the focus is on large-scale NB-IoT adoption and reducing module costs. At the same time, it avoids price wars with competitors, as network maintenance has costs. The initial bottleneck lies in module cost and performance. A vicious competition could hinder long-term NB-IoT commercialization and prevent users from benefiting from its services.
A module manufacturer noted that China Mobile's NB-IoT subsidies will help shift the 2G IoT industry chain and stock market toward NB-IoT, lowering terminal costs and accelerating end-to-end industry maturity. More importantly, China Mobile can drive innovation in solutions and operating models. Competitors also recognize the potential of China Mobile’s approach and scenario applications.
The industry no longer questions China Mobile’s commercial NB-IoT efforts based solely on words. In 2018, the NB-IoT industry chain bottlenecks were overcome. Recently, a friend complained, “I don’t know why my family owes 1000 tons of water without paying fees.†Another friend replied, “It’s been years, maybe it’s leaking?†If NB-IoT had been in place, this wouldn’t have been an issue.
These are some of Comobs’ insights into the future of China Mobile’s NB-IoT (to be continued). Not all may be accurate, but they are for reference only. **China Mobile’s more valuable comments on the development of NB-IoT and the Internet of Things are as follows:**
1. The intelligent Internet of Everything is currently in a phase of rapid connectivity growth. It is estimated that by 2020, global connected devices will reach 29 billion, with 18 billion related to IoT. In the future, the status of numerous objects will be perceived, forming big data resources. Intelligent IoT services will highlight value, and their application in urban construction, manufacturing, logistics, home, security, transportation, healthcare, and education will gradually become popular. This will not only transform society but also create new growth opportunities for the information and communication industry.
2. Although social division of labor is becoming more detailed, there are still barriers between industries and enterprises. However, open cooperation remains an irreversible trend, and no industry or enterprise can operate in isolation.
3. Actively supporting supply-side structural reform, accelerating the deep integration of digital economy and real economy, vigorously developing industrial internet, IoT, cloud computing, big data, public cloud, and other large-scale applications, striving to be a key force in building a “Digital China.â€
4. To provide the foundation for the Internet of Everything, we must offer a connection system that is controllable, low-cost, efficient, convenient, and durable.
5. The value of a network is proportional to the square of the number of connections. As IoT connections grow, what future will it bring?
6. What will be the BAT applications based on IoT? Wait for our partners to jointly develop. The explosive growth of IoT applications will certainly lead to new giants we can’t imagine today. We look forward to their development.
7. The three major characteristics of IoT: large scale, fragmented, and platformized. To understand the key to IoT, we need to consider at least four aspects:
- Openness: Make our network open to society and let the platform open to the industry.
- Service: IoT is an important driver for companies to shift from production to service.
- Intelligence: IoT connections must rely on big data and AI to realize high-value outcomes.
- Security: IoT security is even more critical than traditional internet security. We must provide a safe, reliable, and high-quality IoT system.
8. The OneNET platform has over 30 million access devices, more than 20,000 applications, and over 44,000 developers.
9. The “139†cooperation plan builds a bridge for deep industry collaboration, realizing standardized capacity packaging, visualized product presentation, convenient access mechanisms, and professional operation teams. In short, it makes cooperation easier, finds the right people, and provides better service support.
10. The “139†cooperation program includes 1 new network, 3 industry alliances, and 9 capability applications.
**“1â€** means China Mobile will build a mobile IoT network with leading technology and wide coverage, achieving continuous NB-IoT coverage in 346 cities to provide fast and convenient network experiences for users.
**“3â€** refers to the Internet of Things Alliance, Digital Home Alliance, and 5G Joint Innovation Center, working together with industry partners to create a new ecosystem and provide comprehensive cooperation services.
**“9â€** covers nine capability applications, focusing on smart cities, digital homes, and 5G innovations.
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