IBM announced four years things will invest $ 3 billion sector, affected by the A-share market the concept of internet of things companies are active. April 2, national technology, Hua Pengfei limit, Datang Telecom rose more than 9%. In fact, internet of things applications has been extended to a number of areas, including smart home, security, smart, connected cars and other fields. Analysts pointed out that with the Internet giants race to enter, internet of things will stand in the electronics industry to the next outlet.

However, there is the concept of internet of things is far from satisfactory performance of the company. Wind statistics show that in 2014 published the annual report or results of Letters of 18 the concept of internet of things companies, earnings growth of more than 50% only five, Yuanwang Valley, up to Chinese intelligence and other established internet of things companies less than 20% performance increase.

Development of internet of things industry matures

Internet of things embedded sensors in the object, and generates data interconnection, the data streams can improve system operation. In recent years, smart city, intelligent transportation, medical and other popular wisdom, the rise of the concept, and internet of things are the foundation of these industries.

Analysts pointed out that, as smartphone penetration over 60% industry gradually matured, internet of things are expected to Relay smartphones become the next outlet in the electronics industry. United States, Europe, Japan, Korea and other countries are the internet of things a national strategy, Apple, Google, IBM and other international giants have the layout of smart devices, smart cities and other internet of things market segments. Currently internet of things applications has been extended to many fields, from smart home automation to security equipment, from the living room to the intelligent Smart Connected Car.

According to IDC predicts that by 2020 is expected to be 30 billion devices to access the Internet of Things, the global internet of things market will grow from $ 265.6 billion in 2014 to $ 3.04 trillion in 2020. Guoxin Securities analysts believe, based MEMS sensor as the Internet of Things, radio frequency identification (RFID) and MCU controller will directly benefit industry development, it is expected to achieve rapid growth in the coming years.

Internet of things performance of listed companies to be released

Wind data show, A shares Internet of things plate 18 or the company announced annual results of Letters, the biggest increase in the performance of the emerging high.

High on the emerging 2014 operating income of 740 million yuan, an increase of 37.4%; net profit of 130 million yuan, an increase of 147%, but mainly because of Sensormatic Electronics original equity cash compensation of about 60 million yuan, value-added tax rebates and government subsidies of about 3000 million.

RFID Concepts Yuanwanggu 2014 revenue of 647 million yuan, an increase of 19.5%, net profit attributable to shareholders of 45.77 million yuan, an increase of 17.2%; two-dimensional code recognition company New World in the first three quarters of last year net profit of 1.65 billion, over the previous year growth of 46.24%. Hanwei Electronics 2014 operating income of 399 million yuan and net profit of 057 million yuan, up 32.01 percent and 44.18 percent, respectively.

Analysts pointed out that even though internet of things have begun to use technology, but only the device combined with the Internet, there is no formation of a wide range of objects and objects link. With the popularity of smart devices, the application of internet of things will be more popular.

In the RFID tag, for example, the industry in 2014 the global market size $ 9,000,000,000. As the technology matures and costs decline, RFID in warehousing, logistics, food traceability and electronic license will usher in rapid development, the next few years will have a 20% growth rate.

Yuanwanggu performance began to reverse last year’s fourth quarter, single-quarter income of 224 million yuan, an increase of 53%; net profit attributable to shareholders of 35 million yuan, and a loss of 28 million yuan over the same period last year.

It is noteworthy that, with the resources of the Internet user companies are involved in the development of internet of things, is speeding up the construction of intelligent hardware ecosystem, which will further promote the development of the industry.