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From: Jim Mullens10/5/2017 11:46:14 AM
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What’s holding back the IoT?....................................................................

Martha DeGrasse 2017-10-04

Martha DeGrasseOctober 4, 2017 • 415

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The internet of things may someday deliver a world of robots and intelligent machines that control all manner of devices, but for now, most connected devices are ultimately controlled by humans. Humans need information – we demand data, and then we want data about our data. But our capacity is limited, so if dozens of devices deliver data in different formats, we can’t make comparisons or draw conclusions. That’s why creating a consistent framework for IoT data is so important to the companies selling IoT services to enterprise customers. The nationwide wireless carriers all market IoT software platforms, as do the major radio equipment vendors, Nokia and Ericsson.

Nokia’s Jason Collins, VP for IoT marketing, compares the IoT to the internet before web browsers made data accessible and consistent. He thinks the fragmentation of IoT platforms and applications is holding back investment.


These are the elements required to deploy an IoT solution

Greenwave adds AI-powered language tool, targets network providers

What is an IoT AEP, or application enablement platform?

“It has not grown … as fast as people expected and I think the reason for that is there is a fundamental structural problem in the industry,” said Collins. “We don’t have the bridge that allows one application to take advantage of multiple deployments of these machine-to-machine solutions that are going out there. The industry lacks standards, it lacks interoperability … and so what’s needed, we think, is to put layers in the architecture that essentially hide complexity at the device and connectivity and lower layers from the applications that exist at the higher layers.”

Nokia’s IoT platform, called IMPACT, includes device management, analytics, security and an IoT community to encourage collaboration. U.S. Cellular, which is using the platform to expand its IoT service, says Nokia will help the carrier offer “an intuitive connectivity portal” to customers who want to manage IoT devices on the U.S. Cellular network.

Wireless carriers are Nokia’s biggest customers, but convincing the largest ones to adopt its IoT platform could be a tough sell. Verizon Wireless and AT&T have their own IoT platforms, both of which offer many of the same features Nokia offers. These carriers know the makers of software will land higher on the IoT value chain than the providers of connectivity. AT&T and Verizon will make their IoT platforms available even to customers who don’t use their networks.

Sprint has said it is working to consolidate its IoT platform offerings, but has not said whether it will launch its own platform. In the past the carrier has worked with Aeris for its Command Center platform and has also deployed solutions using other software. T-Mobile US has partnered with Twilio and Netcracker for IoT platforms, and also offers a platform on its own called M2M Hub.

GE, Oracle, Cisco, Salesforce, IBM, Microsoft, Amazon and PTC (Thingworx) also offer IoT platforms, and there are many others as well. Competition spurs innovation and keeps prices under control, but in a brave new world like the internet of things it can also keep customers on the sidelines. Some companies will hesitate to invest in solutions that may be eclipsed by others down the road.

Right now most enterprise-level IoT solutions are highly specialized to fit the needs of a certain company or customer. IoT platforms have the potential to connect these disparate deployments and create new synergies. Companies have many choices here because carriers, equipment makers, and cloud service providers all offer IoT platforms. Over time some of these platforms may converge, and as winners emerge companies may accelerate their investments in the IoT.

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To: slacker711 who wrote (138403)10/5/2017 12:00:33 PM
From: JeffreyHF
5 Recommendations   of 149279
As recently as last month, Steve told an investment conference that they should not read anything into the stopping/restarting of the clock, multiple times, because it's not unusual, reassuring them that he expects the deal to close by the end of this year.

That having been said, unless the company comes to terms with the EU Competition Commission, concerning licensing and access to NXP's technologies, there's no way IMHO that this doesn't bleed into next year. Then, there's the premium they'll be required to pay, to get shareholder approval. Given the over-bid pricing of NXPI in the market today, I think they'll need to pay up into the $120-125 range, to close the deal. That's the price of a weakened QCOM, revved up chip multiples, and the need for Qualcomm to hedge their QTL pressures with product based diversification.

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From: THE WATSONYOUTH10/5/2017 4:20:57 PM
3 Recommendations   of 149279;

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From: Jim Mullens10/5/2017 4:53:27 PM
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Four things to know about the AAPL-QCOM war that is silently changing your iPhone

Comment posted>>

Nice AAPL spin-..”... Qualcomm received a royalty for every iPhone sold, sometimes as high as $30 for each unit....” Actually the linked article stated according to analyst estimates QCOM’s royalties are about $10 per iPhone. The royalty could **possibly** be as high as $30 **if** QCOM did **not** calculate royalty based on the wholesale ASP **up to a royalty cap**, with consideration given for cross-licensing IP (which AAPL has little if any--- mobile wireless IP)


Four things to know about the Apple-Qualcomm war that is silently changing your iPhone

By Seung Lee / October 5, 2017 at 11:16 AM

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From: DavidRG10/5/2017 8:42:56 PM
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DSRC vs. C-V2X: Looking to Impress the Regulators

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From: temco210/5/2017 10:44:56 PM
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2 Reasons Ambarella's Turnaround Looks ShakyLoss of traction in the drone and action camera markets will hurt the chipmaker's fortunes.

Harsh Chauhan
( TechJunk13)

Oct 5, 2017 at 3:04PM

Ambarella ( NASDAQ:AMBA) investors have started losing hope of a turnaround as the chipmaker is finding it difficult to deliver growth amid stiff competition and a challenging end-market scenario. The video processing chip specialist's forward guidance was below Wall Street's expectations once again when it released its fiscal second-quarter results on Aug. 31.

This set the cat among the pigeons as it shows that Ambarella's business is on the wane. In fact, the midpoint of the company's third-quarter guidance indicates that its revenue could drop around 11% year over year. Not surprisingly, investors pressed the panic button -- sending the stock down 22% the next day -- as Ambarella's growth story now seems questionable.


Drones don't guarantee a flight to safetyDrones could have been the next big growth frontier for Ambarella, but that doesn't seem to be the case anymore. CFO George Laplante said during the conference call with analysts that the company's drone-related revenue fell last quarter because of weak demand from "tier 2" drone customers. He did not give a dollar figure. The bad news is that Ambarella's drone business doesn't look to pick up anytime soon. The company said it expects continued weak drone sales.

Laplante said the recent launch of a lower-priced Spark drone from DJI has impacted the high-end segment of the drone market where Ambarella supplies chips.

And Ambarella might be forced to lower the price of its drone chips because of rising competition. Qualcomm ( NASDAQ:QCOM), for instance, has been making big moves in the drone market with its machine learning-equipped Snapdragon Flight Drone platform.
Qualcomm's platform enables the drone to learn about its environment on the go, making decisions instantly and creating flight paths to avoid obstacles in crowded environments. This has helped the chip giant eliminate the need for global positioning system satellites, which means that the drones can be used in indoor environments where connectivity might have been an issue.
Additionally, Qualcomm is focused on making drones affordable. It believes that it can reduce 4K-camera drone prices to $300-$400 and boost the flight time concurrently, which means that Ambarella could be forced to lower prices to compete against Qualcomm's chips.

Ambarella customers are multisourcing their chipsAmbarella once enjoyed solid growth, as customers such as GoPro and DJI Innovations primarily relied on its chips for powering their drones and cameras. GoPro was once its largest customer. But weak sales of the former's action cameras and the decision to rely less on Ambarella as a supplier have hurt the chipmaker's sales tremendously.

GoPro is reportedly moving to its own system-on-a-chip in the second half of 2017, which means that Ambarella will lose its hold on the action camera market. Meanwhile, Ambarella's primary drone customer -- DJI Innovations -- seems to be multisourcing its chips as well. DJI is reportedly not using Ambarella chips in its Spark drone.

The use of non-Ambarella chips in GoPro and DJI products puts the brakes on Ambarella's growth in both the action-sports camera and the drone markets, because GoPro and DJI are leaders in these areas, respectively. More specifically, action camera sales could grow at almost 23% a year until 2021, while drone sales are expected to clock an annual growth rate of 7.6% over the same period.

Ambarella is losing access to two fast-growing markets that could have substantially boosted its business in the long run and this is dimming investor hopes of a turnaround.

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From: Bill Wolf10/6/2017 7:21:43 AM
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Yet Another Case of iPhone 8 Plus Swollen Battery Reported

Apple iPhone X First 1 Million Shipment May be Delayed Till December

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From: Bill Wolf10/6/2017 7:38:35 AM
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Home Wearables

Apple Watch Series 3 review: The wearable leader runs out to an insurmountable lead
There's none better, with or without LTE.

Michael Simon By Michael Simon

Staff Writer, Macworld | Oct 6, 2017 3:00 AM PT

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From: benhorseman10/6/2017 7:53:43 AM
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Apple Watch Packs Q’comm LTE
SiP packs more components in same space

Rick Merritt

10/5/2017 06:01 PM EDT
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SAN JOSE, Calif. — Qualcomm supplied the LTE modem in the Apple Watch Series 3 as well as a handful of other wireless chips, according to a teardown from TechInsights. The latest watch appears to continue to push the boundaries of system-in-package design, packing a dozen major chips and dozens of discretes.

The new watch uses the same size SiP as the existing device. However, the Series 3 clearly packs more components, TechInsights said.

TechInsights found the Qualcomm MDM9635M, a Snapdragon X7 LTE modem in the 42mm sport band model A1861 with GPS + cellular it opened up. The same LTE chip appeared in the iPhone 6S/6S Plus, the Samsung Galaxy S6 Edge and other handsets. The modem was mated in a package-on-package with a Samsung K4P1G324EH DRAM in the watch.

Initial reviews found problems using LTE on the device, Apple’s first watch with cellular connectivity. However, Apple issued an update of its WatchOS said to have eliminated the problems.

Apple and Qualcomm are embroiled in a handful of patent infringement disputes including investigations at the U.S. International Trade Commission, particularly around baseband modems. Nevertheless, Apple continues to use the Qualcomm parts both in handsets and watches despite threats of injunctions and Apple’s decision to discontinue paying Qualcomm royalties while court cases are in progress.

Among other wireless chips, TechInsights said the watch contains a Qualcomm PMD9645 PMIC and a WTR3925 RF transceiver. Several other chip vendors also won wireless sockets.

TechInsights preliminary report identified an Apple/Dialog PMIC, an Avago AFEM-8069 front-end module, and a Skyworks SKY 78198 power amplifier. At least one other power amp is believed to be in the design.

Qualcomm chips get a ride on the Apple Watch 3 SiP front (above) and back (below) Click to enlarge. (Images: TechInsights)
Toshiba scored a win supplying 16 GBytes of NAND flash in the watch with four die marked FPV7_32G. SK Hynix supplied a DRAM believed to be packaged with Apple’s latest application processor, a dual-core device.

The Apple-designed application processor in the new watch is slightly larger than the one in the existing device at 7.74mm x 6.25mm, compared to 7.29mm x 6.25mm. What TechInsights believes is the new W2 custom Bluetooth chip, however, measures 2.61mm x 2.50mm, significantly smaller than the W1 in the Series 2 at 3.23mm x 4.42mm.

TechInsights found a 32-bit STMicro ST33G1M2 MCU on the backside of the SiP near RF components. Analog Devices continued to supply two capacitive touch chips — a touch screen controller and a AD7149 sensor controller also used in the Series 2 watch.

Broadcom supplied a wireless charging chip, the same one found in a teardown of the iPhone 8. NXP continued to provide NFC support with the same PN80V NFC module used in the iPhone 8.

Separately, IHS Markit estimated the bill of materials on the iPhone 8 Plus with 64 GBytes memory at $288.08, higher than any previous versions of the company’s smartphones. The iPhone 8 BoM is $247.51, it said. The rising costs are due to a mix of new features, more memory and slower than normal declines in chip prices, particularly in memory, it added.

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From: slacker71110/6/2017 8:36:17 AM
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Qualcomm’s Falkor Targets Servers
September 19, 2017
Author: Tom R. Halfhill

Stretching for the semiconductor industry’s highest-hanging fruit, Qualcomm’s new ARMv8 Centriq processor is targeting Intel’s 99% dominance of the server market. Arriving later this year, Centriq will shake Intel’s tree in the hope that some of the high-margin fruit will fall into its waiting ARMs. The new Falkor CPU is a core part of this strategy.

Falkor resembles the ARM-compatible CPUs that Qualcomm formerly designed for its Snapdragon smartphone processors but adds some higher-performance features. In one major departure, it ditches 32-bit compatibility altogether in favor of software written only for the Aarch64 instruction set.

Centriq is designed mainly for cloud-service providers (CSPs) that need bushels of power-efficient parallelism to run numerous virtual machines for their remote clients. Sampling for almost a year, the 64-bit chips are scheduled to begin production in 4Q17.

The Centriq 2400 has 48 cores, far more than any Intel or AMD server processor. Qualcomm boasts that Centriq is the first server processor manufactured in 10nm FinFET technology, but this foundry process (likely Samsung’s) is similar to Intel’s current 14nm technology. Qualcomm has been vague about the chip’s clock speed and says only that it will exceed 2.0GHz—not exactly a speed demon for a chip manufactured in a next-generation IC process.

Falkor is not a Xeon-class CPU, as it lags Skylake in both superscalar decoding and instruction-reordering capacity, among other metrics. Thus, it’s best suited to applications with lightweight threads. It should be appealing for some data-center applications, particularly if the price is low. Like other ARM server vendors, Qualcomm will probably need more than one generation to produce a truly competitive server processor.

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