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The development of the Internet of Things and its impact on the smart card industry
In recent years, many security companies have also made useful attempts at the diversified management level. For example, the beginning of the alarm products involved in the alarm operation service, the cameras involved in the monitors and storage devices, and the integrators entered the smart city and intelligent transportation. Intercom companies began to pay attention to smart homes and even set up their own engineering firms. The loss of sorrow, the acceptance of the East, the diversified management of security companies, created a new business model, stimulating consumers' desire for consumption, opened up different areas of the industrial chain.
At present, hotspots such as the Internet of Things, cloud concepts and smart cities are emerging one after another and are widely concerned in the industry. Smart card technology is the core technology of the Internet of Things. A smart card, also called an IC card, is a card with standard specifications, such as a microprocessor and a memory. Smart cards are part of the perceptual extension layer throughout the IoT architecture. As a small branch of the IT industry, smart cards have a very limited weight. But with the implementation of projects such as communications, finance, and government security, the unique technical features and irreplaceable status of smart cards are beginning to emerge.
As a small branch of the IT industry, the weight of the smart card itself is very limited. But with the implementation of projects such as communications, finance, and government security, the unique technical features and irreplaceable status of smart cards are beginning to emerge. Naturally, it will also be favored by the capital market. In fact, some old smart card companies in foreign countries have been listed very early. And emerging smart card companies are scrambling to enter the ranks of IPOs. From this point of view, domestic smart card companies still have a lot to improve in terms of capital operation.
The development of the Internet of Things and its impact on the smart card industry
The concept of the Internet of Things is now booming and continues to have a high fever. The saying that the Internet of Things brings secondary development opportunities to the smart card industry is also widely circulated. If the Internet of Things can really develop in a down-to-earth manner, it can reach the starry sky. What role does the smart card and smart card-related industry chain play in the project engineering of the entire Internet of Things? What impact does the Internet of Things have on the smart card industry?
Whether it is the Internet of Things or the sensor network, data information is collected and transmitted. This is no different from the ordinary data communication network. The only difference is that for the Internet of Things and the sensor network, the source side is moved forward. Any "object" that can provide useful information can send and receive information, and the types of sources are more complicated. How to correctly identify the identity of the source, ensure the confidentiality and integrity of the data transmission process, and the non-repudiation of the source for transmitting data are all problems that the smart card can solve. However, the smart card here is no longer a narrow smart card in the traditional sense, but a security product that can provide identity, data security, data integrity and non-repudiation. This security product may exist in the form of a smart card, or it may In other forms, it is a broad-based smart card.
A separate security chip may be required or it may be integrated by other core chips. So in general terms, the Internet of Things can bring opportunities to the smart card industry, basically for the concept of speculation, the stock market sits on the market, attract investment, and strive for policy.
In the traditional smart card industry chain, from the initial chip design, including chip manufacturing, COS development, module packaging, card packaging, card personalization, certification testing services, system application integration and other aspects.
From the above aspects, the two parts of COS development and card packaging are likely to miss the cake of IoT development. Because the gold content and entry threshold of COS development are getting lower and lower, the security products on the Internet of Things may initially be provided by traditional smart card COS vendors, but as the market matures and popularizes, many companies focusing on IoT applications will continue to follow. Launching its own security products, including COS; and card packaging as a traditional card manufacturing and processing enterprise, once the security product no longer needs the standard traditional card form, the card packaging is destined to have nothing to do with the Internet of Things.
Chip design and chip manufacturing are most likely to be long-term beneficiaries of the Internet of Things. If the security products in the Internet of Things use chips, they are inseparable from these two links. At the same time, with the involvement of chip design companies in the Internet of Things, it is likely It has opened up a new business field and product line. The integrated sensor unit, security unit and communication unit have become the core and leader of the Internet of Things with their own technological advantages. At this point, domestic chip companies have an absolute advantage over foreign chip companies. The security products used in the Internet of Things are likely to apply China's cryptographic algorithms. Unless the national secrets open the algorithm license for foreign manufacturers in the future, foreign manufacturers only have the "soy sauce" share.
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