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.
Category Archives: IoT
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?
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.
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.
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’ changing relationships with chip vendors
* The state of the wireless standards
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 can make real use of all that data.
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 complexity and engineering required to deliver their product to market.
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 has the advantage of providing the flexibility for customized solutions.
Trillion, with a T
IoT is both much slower to develop and also much, much bigger than we originally imagined.
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 likely to accelerate as the cost of chips brings connectivity to many new areas.