Category Archives: General

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 »

IoT in the Home: Emerging Trends

The adoption of wireless technologies for connectivity has shaken up the home automation market unleashing a number of trends: The race to own the gateway. Home automation devices connect to the Internet through a gateway in the home. A standalone hub, cable set-top boxes, xDSL routers, a tablet may all serve as potential gateways. Established and startup companies… Read More »

IoT in the Home: Market Players

Home automation is an active market with many players approaching it from different angles: Technology giants: Apple (HomeKit, iOS), Google (Nest, Android), Samsung and Microsoft (Xbox, Windows) best exemplify this segment. These companies leverage the operating system of mobile devices, their incumbency in the Internet platform business, and the Cloud infrastructure to expand into the connected home market.… Read More »

IoT in the Home: Market Characteristics

The home automation market is undergoing a progressive transformation propelled by the proliferation of smartphones and tablets. In addition to cellular technologies, home automation devices integrate different local and personal area technologies to connect among peripherals. This led to a new phase of evolution in home automation systems where wireless technologies enable connectivity for monitoring and control from… Read More »

International Carriers’ Path to The IoT Gold Mine

The following excerpts are from a paper we recently published in collaboration with Hot Telecom on the business opportunity for wholesalers in IoT. Here, I capture the opportunity for the enterprise and transport sectors, but we also address the consumer sector. You can download the paper at this link to begin exploring recommendations for international wholesale carriers. Opportunities in… Read More »

Will 5G Be Irrelevant?

Last week I had the privilege to discuss the latest wireless industry trends with colleagues at the RAN and Backhaul conference. We discussed 5G in addition to host of other topics ranging from architecture to virtualization and much in between: spectrum, Het Nets, IoT, etc. As I contemplate the proceedings, I came to wonder about the relevance of… Read More »

Cellular IoT Connectivity: Threats and Opportunities

There has been a flurry of activities related to wide-area Internet of Things (IoT) connectivity. The market recognizes that existing technologies, and more importantly business models and cost structures do not scale to meet IoT application requirements. A number of competing solutions have emerged and are today vying for commercial validation which scales through standardization. Hence, there is… Read More »

Meeting the Cost Requirements for IoT Devices

It seems many are convinced that the magic number for device cost in cellular M2M applications is $5. What should be the cost of a module, and how critical an issue is the device cost to start with, is a topic of debate and although I have my view on it, it is not what I will address… Read More »

MWC2015 Wrap-up Notes

If there’s a single theme to sum up this year’s MWC, it is the acquisitions that were announced. A number were announced and many are yet to be announced: NXP’s acquisition of Freescale ($11.8 bllion), HP of Aruba, Mitel of Mavenir, CommAgility of MIMOON are but a few examples. Consolidation is a natural outcome for an industry that… Read More »

Dark Fiber Makes a Comeback. Here’s Why.

Wireless operators have quietly embarked on acquiring dark fiber – a trend that was picked up in 2013 and accelerated in 2014. Verizon is leading this activity and rolling out dark fiber to their cell site. But why specifically have carriers decided on dark fiber rather than continue lease capacity? I think the answer has to be looked… Read More »

Taking Wi-Fi to Sub 1 GHz

The Internet of Things (IoT) is the catalyst for a number of new standards that will reshape wireless connectivity as we know it. Examples: Bluetooth LE, LTE-MTC, Zigbee, and LPWA standards. Wi-Fi (802.11) is also being reshaped to accommodate IoT applications. These applications have different requirements which make connectivity techniques for IoT fragmented. Competition is not limited to… Read More »

IoT at the Peak of the Hype Cycle

It’s official: The ‘Internet of Things’ (IoT) is at the peak of the hype cycle. It only took 15 years to get to this point, considering the term was first coined in 1999. But the IoT of today is quite different from initial thrust which was in commercial and industrial applications. Today, consumer applications lead the hype. IoT,… Read More »

Should Licensed Spectrum be Allocated to IoT Applications?

A mix of connectivity technologies combines to enable the Internet of Things. These technologies can be complementary or competitive in nature. Determining which fits and which does not starts with the application use case and the user requirement. For most IoT applications there is no need for broadband connectivity. Rather, what is required is a reliable connectivity to… Read More »

The IoT Value Chain: Where’s the Value?

$19 Trillion is a lot of money. That’s the value Cisco expect the Internet of Things (IoT) market will generate over the next 10 years. Compare with annual world GDP of 75 Trillion, IoT will make for about 2%. Not bad. In terms of devices, the talk is for 50 billion connected devices in 2020, other estimates from… Read More »

Free Space Optics: An Overview of Market and Technology

Free space optical (FSO) technology in commercial applications has been around for a couple of decades now. During this time, significant developments happened to improve the utility and reduce cost. Today’s systems pack more capacity in smaller volume and at lower price while measures to improve reliability are integrated into the solutions to increase the robustness of the… Read More »