Monthly Archives: March 2016

The Mushrooming IoT Alliances!

Many industry associations emerged on the scene within the last 8 – 18 months reflecting both the heightened interest in the general IoT space and the need for interoperability in a fragmented market. These alliances can be categorized broadly into two groups: industry collaboration alliances and technology alliances focused on ensuring interoperability among devices. For the home automation space,… Read More »

C-RAN and the True 5G

While people may debate what 5G will be, there are a few key facts that cannot be changed. These facts will shape what 5G will be. Based on this we expect that new winners will emerge who can capitalize on new trends through innovating new solutions. Therefore, aside from the hype that dominates 5G talk, the key is… Read More »

MNOs Investments in LPWA: Strategic or Tactical Expediency?

Over a year ago, SK Telecom invested in SigFox in a round that raised €100 m from a consortium of investors that included Telefonica and NTT Docomo. This week, SKT announces that it will build a LoRa network at a cost of more than $84 m over two years. In the meantime, SKT is working with Ericsson to evaluate the… Read More »

The State of IoT Connectivity

MWC16 was a great venue to check the pulse of developments in IoT connectivity. We summarized part of our observations which we shared and published (link). It caused many follow ups by colleagues and friends who voiced a wide range of opinions that I thought some further color would be useful. To start, the main challenge in IoT is… Read More »

Observations and Trends in Wireless Communications from MWC16

The 2016 edition of MWC had two key themes: 5G and IoT. Both themes are positioned as potential revenue drivers for MNOs, but they are diametrically opposed propositions. These themes enforce the status of the MNOs as connectivity providers. Connectivity is a (necessary) commodity; 5G and IoT will take time to unfold as bounded by the requirements of… Read More »

IoT in the Home: Funding

Smart home startups took $454 million in investor funding in 2014, an increase of 57% over 2013[1]. Among the largest deals in the space over the past six months include a $38MM Series B from Bessemer Venture Partners, Comcast Ventures and Qualcomm Ventures to August (smart locks) and a $31.8 million Series B to connected home software platform… Read More »