|@GaryMI RE "Why has adoption been slow?" See this article on standards and notice the terms 'fragmenting the market' and recall that our SP crash began the very same day of the GK warning: "fragmentation in the Internet of Things (IoT) market could prove a threat to the segment’s development"|
NYSE: SQNS · October 4, 4:06 PM EDT 1.93-1.13 (36.93%) After Hours 2.00+ 0.07 (3.63%) Vol 8.04 M
IoT Slow to Adopt 4G 23 October 2018 Rick Merritt Ball rolling in China only, after government subsidies SAN JOSE, Calif. — New LTE standards for cellular IoT are off to a slow start with some carriers just now turning on relatively expensive services. Nevertheless, competition in silicon making wide-area IoT links is strong, and the 3GPP's road map is expected to drive a wave of chip upgrades for cellular IoT. Long term, the Narrowband-IoT (NB-IoT) version of LTE and its unlicensed rival LoRa are expected to dominate wide-area wireless deployments in the Internet of Things. But getting there may take time. “The volumes are not taking off anywhere but China and even China isn’t growing at the pace it was predicting. Their initial projections of 600 million units by 2020 won’t happen,” said Christian Kim, a senior analyst for IHS Markit, which plans to update its forecast in December. “Markets are still below what we expected a year or two ago, primarily due to the immaturity of the networks, especially in Europe where there is not wide coverage for NB-IoT. We are now on the ramp we expected would have come six to nine months ago,” said Vieri Vanghi, a 20-year Qualcomm veteran who launched and manages its LTE IoT business... Many IoT software platforms also are fragmenting the market. Developers are starting to standardize on device management standards from the Open Mobile Alliance, but carriers and third parties are still spawning their own proprietary software stacks, Vanghi said... It’s a highly competitive time for the sector. The potential for cellular IoT has attracted at least a half dozen chip rivals including Altair, HiSilicon, Mediatek, RDA and Sequans. Some expect a shakeout will eventually winnow out some competitors...
Sequans boss warns on IoT fragmentation 04 OCT 2017 INTERVIEW: Georges Karam, founder of LTE chipmaker Sequans Communications, warned that fragmentation in the Internet of Things (IoT) market could prove a threat to the segment’s development, as he urged for more “simple” solutions. Karam, speaking to Mobile World Live, noted that low power wide area networks for IoT, such as LTE-M or NB-IoT, have been built from scratch, and it was actually “easy” for operators to upgrade their networks. The problem, he believes, comes after the connectivity is in place. “You see that operators like Verizon and AT&T in the US, in less than six or seven months, they have networks up and running and we’re seeing this on a global basis,” he said. “For me, going further, you need to see things made more simple on IoT because of the fragmentation of the market. You need to allow any developer to use this connectivity, in the same way they would do if they were connecting a device to Bluetooth for example. And so, you have some challenges there related, for example, to the certification, the ease of use, the data plan of the carrier, and adapting the data plan for IoT application.” Karam also said the true promise of LTE technology for IoT could only be achieved when the price of a single module reduces to a single digit, such as $5. This, however, also needs to be complemented with a cheap data plan.
In the interview, Karam also opened up on the evolution from M2M, underpinned by 2G connectivity, to IoT. Click below to watch.