The State of IoT Connectivity

IoT: LPWA vs. NB-IoT LTEMWC16 was a great venue to check the pulse of developments in IoT connectivity. We summarized part of our observations which we shared and published (link). It caused many follow ups by colleagues and friends who voiced a wide range of opinions that I thought some further color would be useful.

To start, the main challenge in IoT is applications. The challenge is not technology which exists. Rather, the issue is in making the business case for IoT to arrive at a functional solution. That cycle is long and expensive. When we drill deeper into many IoT activities, the question becomes “who will pay for this service.” Technology can lower the cost, but there are many elements that are not technology related which gate the process. Read more of this post

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Cellular IoT Connectivity: Threats and Opportunities

Cellular IoTThere has been a flurry of activities related to wide-area Internet of Things (IoT) connectivity. The market recognizes that existing technologies, and more importantly business models and cost structures do not scale to meet IoT application requirements. A number of competing solutions have emerged and are today vying for commercial validation which scales through standardization. Hence, there is a strong push in standard organizations such as 3GPP and GERAN to develop and adopt IoT connectivity techniques. Additionally, investors who recognize the opportunity created by potentially disruptive models and the need to hedge existing investments have embarked on making strategic investments. It is against this background that we provide this brief with a summary of related opinions we developed based on multiple engagements in this space. Read more of this post