Dim Sum Express

The MIIT issued a notice on the promotion of NB-IoT development last week. We believe large-scalecommercialization of the Internet of Things is likely to accelerate on the back of policy support.

    Huawei estimates that by the end of 2017 plans will have been made for 50 commercial NB-IoTnetworks to be built around the world. We highlight investment opportunities from: equipment makersrelated to network base station construction, companies actively developing IoT platforms, andcompanies developing products that utilize the NB-IoT.