Category: IoT
Posted Date:
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New in Analog – Orca Semi
Orca Semi de-cloaked from stealth this week. They are staking out a market in the analog space with a clear, deliberate strategy that positions them well.
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Does Qualcomm’s new RISC V chip matter?
Qualcomm just launched a RISC V chip running a version of Android (Wear OS). Is this just a small project in an out-of-the-way market? Or is the sign of some bigger ambition?
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Software is Hard – The Cautionary Tale of CalAmp
Many hardware companies today would like to become software companies (and earn their valuation multiples). CalAmp tried that many years ago, and it was a painful process.
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The (Al)lure of Ad Hoc Networks
Amazon’s Sidewalk network shows the appeal of massive ad hoc networks. It also shows how hard it is going to be to commercialize them.
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Mobile World Congress 2023 Preview
We are going to Barcelona for MWC. This is what we plan to learn about: * Open RAN * Cellular modem penetration beyond phones * Cellular connectivity in cars and auto makers’…
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The Sixth Sense – We See Data
Moore’s Law brings benefits beyond semis. The price and accuracy of sensors are both moving in the right direction allowing for fine-grained pervasive sensor networks, just as advances in AI mean we…
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IoT 2.0
As we keep saying, IoT is not one thing. So maybe we should find a better way to segment the market. We think companies can analyst the opportunities available based on the…
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Why IoT Networking is a Mess
IoT is a fragmented. Just looking at all the options for the connectivity side of IoT devices shows how diverse the options are. And as frustrating as that is to analyze, it…
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Trillion, with a T
IoT is both much slower to develop and also much, much bigger than we originally imagined.
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The Brand New 30-Year Old Market
IoT is a catch all marketing team that has been bandied about for decades. There is really no such thing as IoT, but the number of connected devices is growing rapidly, and…
