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Category Archives: IoT

Mobile World Congress 2023 Preview

February 22, 2023by D/D Advisors Leave a comment

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

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Electric Vehicles, IoT, MWC, Networking, Qualcomm

The Sixth Sense – We See Data

January 31, 2023by D/D Advisors Leave a comment

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.

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Components, Electric Vehicles, Enterprise Electronics, IoT
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IoT 2.0

September 23, 2022by D/D Advisors Leave a comment

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.

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Enterprise Electronics, IoT, Qualcomm, Silicon
water color palette on white case

Why IoT Networking is a Mess

September 15, 2022by D/D Advisors Leave a comment

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.

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IoT

Trillion, with a T

June 22, 2022by D/D Advisors 2 Comments

IoT is both much slower to develop and also much, much bigger than we originally imagined.

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IoT

The Brand New 30-Year Old Market

February 24, 2022by D/D Advisors Leave a comment

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.

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China, Components, IoT, Silicon

My Enemy’s Enemy Will Still Eat My Lunch

February 18, 2022by D/D Advisors 8 Comments

We believe, with increasing conviction, that the market for IoT chips is not going to go to Arm. But it is not going to go to x86 or Intel either. It is going to go RISC V.

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Analyst Decoder Ring, China, Components, Enterprise Electronics, IoT, Qualcomm, Roll Your Own, Silicon

Where is Qualcomm Driving?

August 11, 2021by D/D Advisors 1 Comment

Where is Qualcomm Driving? – As the smartphone market matures, Qualcomm has finally taken steps to diversify into new markets – IoT and Auto both offer big opportunities, but may be many years away.

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Analyst Decoder Ring, Autonomous Vehicles, IoT, M&A, Qualcomm, Strategy

SLAB Bets the House on IoT

April 26, 2021by D/D Advisors 1 Comment

SLAB Bets the House on IOT – Silicon Labs’ IoT business could be immensely valuable, if it works. And they seem to think it really will work.

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IoT, M&A, Silicon

The Private Parts Networking

March 15, 2021by D/D Advisors 3 Comments

The Private Parts Networking – we like the technology behind private networks, it’s the business model that leaves us with a lot of questions.

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Enterprise Electronics, IoT, Networking, Wireless

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