A comprehensive look at this week in the IoT
// M&A, Strategies, Alliances //
- Dialog Semi is buying Silicon Motion’s FCI wing for $45mn in cash, in a deal that will add the low-power silicon assets from FCI to Dialog’s growing IoT portfolio.
- Delta has acquired Amerlux for $90mn, with the Taiwanese power management firm adding the assets of the US LED lighting specialist to its smart building portfolio. Delta Electronics is looking to harness Amerlux’s architectural experience.
- Nvidia has acquired Mellanox for $6.9bn, beating out Intel to snap up the Ethernet and InfiniBand silicon specialist in a push to snare an even larger part of the next-gen data center workloads – focused around Nvidia’s GPUs.
- D. Systems has acquired Pointer Telocation, for $140mn, a provider of telematics and mobile/IoT software solutions. The two will rebrand as PowerFleet, and the new company has already lined up $50mn in equity investment from Abry Partners.
// Laws, Regulation, and Lawsuits //
- The US House and Senate is debating the IoT Cybersecurity Improvement Act of 2019, with the CTIA a major supporter of bill that aims to ensure IoT devices bought by the government meet minimum security requirements.
// Hardware //
- Samsung has announced that it is now mass-producing Embedded Magnetic RAM (eMRAM) chips, which will be used to replace EEPROM, SRAM, and NAND in embedded devices. As one of the largest such suppliers, this should mean that more IoT devices are going to embrace the new hardware, which promises much better power performance than the older designs.
// Networks, Protocols, & Wireless //
- Lockheed Martin and Sequans are working together, building on Lockheed’s LTE-to-Satellite specification with Sequans’ LTE chipsets – adapting the silicon to support the new connection opportunity.
- Semtech has announced two new LoRa initiatives. The first is LoRa Cloud Geolocation, a cloud-based service to simplify integrating location services for LoRaWAN devices. Also announced were a suite of new developer tools and services. LoRa net sales were up 86% year-on-year, to approximately $78mn in the year, according to the full year results.
// Big Data, Cloud, AI, and Machine-Learning //
- ADLink and Google Cloud have announced a new commercial partnership, which will see ADLink’s network-edge gateways and edge-processing hubs more closely integrated with the Google Cloud Platform.
- Arm, Cadence, and Xilinx have unveiled the first development platform for Arm’s new Neoverse data center SoCs, working in combination with Xilinx FPGAs. Cadence is providing the workflow and design tools, and TSMC is providing its 7nm process.
// Smart Homes and Buildings //
- Orange has picked DSP Group to supply it with the DECT ULE chips that will power Orange’s new ULE-based smart home offering in France.
// Industrial & Manufacturing //
- Bosch has picked Sierra Monitor Corporation (SMC) to provide Bosch with SMC’s ProtoAir gateway, and associated back-end services, for Bosch Thermotechnology ‘s boilers in the US commercial market.
// Retail, Marketing, & Supply Chain //
- Trimble Transportation has picked Digi’s SmartSense trailer refrigeration service, using it to manage fleets of trailers in supply chain applications.
- FedEx has announced that Autozone, Lowe’s, Pizza Hut, Target, and Walmart are testing its wheeled delivery robot, the SameDay Bot.
// Automotive //
- TomTom has announced two new deals for its HD Map services, with VW Group and FCA (Fiat-Chrysler), with TomTom also pushing its recent partnership with Elektrobit, to provide maps and software for autonomous vehicles.
- The GSMA is decrying the European Commission’s decision to use ITS-G5, the ETSI-backed suite of V2X technologies that concerns 802.11p. The GSMA says that this decision is both bad for the automotive market and for 5G as a whole.
// Security //
- Idneo will integrate Kudelski’s IoT Security Platform into devices that it designs for its industrial, medical, and consumer products clients, as part of a new partnership that the pair say will make IoT and OT simple and secure.
// Smart Grid & Utility //
- Northumbrian Water has picked BT to supply it with a LoRaWAN network for metering and infrastructure monitoring services, starting with 150 sensors.
- Ovo has invested in Electron, through its Kaluza investment wing. It sees the British utility, which is focused on greener energy, taking a stake in Electron’s blockchain-based distributed energy markets.