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Riot 262: Around The Web Roundup

// M&A, Strategies, Alliances //

  • Cisco is acquiring Sentryo, a startup focused on Industrial IoT security that it plans to integrate into its intent-based networking offerings. No price has been given, but Cisco seems to have lost all enthusiasm for its other notable IoT acquisition – Jasper.
  • Industrial Scientific is acquiring Intelex for $570mn, adding the Canadian startup that has specialized in Environmental, Health, Safety, and Quality (EHSQ) data services to its own sensing and worker safety software portfolio.
  • Captec has acquired Aleutia, in something of a prolonged pivot for Aleutia, which designed computers for use in African class rooms that could tolerate the heat. These designs eventually came to serve industrial and healthcare clients, and now Captec is hoping to provide IoT customers with these units.
  • Entrust Datacard has acquired nCipher, a subsidiary of Thales, which develops hardware-based security modules and systems for connected devices, with an IoT angle too. The 300 staff will be joining Entrust, but no price has been given.
  • DTN has acquired PraxSoft, a provider of sensor data collection and access technologies that serve agriculture, transport, and weather applications. DTN, a software and analytics provider, also publishes Progressive Farmer.

// Forecasts, Surveys. Reports, & Blue-Sky Thinking //

  • Ericsson’s Mobility Report says that cellular IoT connections will reach 4.1bn by 2024, with 5G connections hitting 1.9bn in that same time-frame. LTE Cat-M and Cat-NB will account for 45% of those 4.1bn cellular IoT links, or 1.85bn.

// Hardware //

  • New Electronics has a write-up of Extreme Ultraviolet Lithography (EUV), a new semiconductor fabrication process that could facilitate much lower power designs that can find their way into the IoT.

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// Networks, Protocols, & Wireless //

  • Paige Wireless has picked Tektelic to provide it with LoRaWAN gateways, which Paige (a subsidiary of Paid Electric, a wire, cable, and connectivity products provider) is pitching at US agriculture, smart city, and sustainability applications.
  • Sequans has announced two new LTE modules for the CBRS band, the (currently) unlicensed 3.5GHz band that has garnered a lot of interest from the private-network camp. The CB610L and CB410L serve LTE Cat 6 and Cat 4, respectively.
  • u-blox has announced the SARA-R5, a new LTE Cat-M and Cat-NB module that it is pitching as “5G-ready.” Based on its UBX-R5 chipset and M8 GNSS chip, the new design has hardware RoT for on-device security functions.
  • Cisco has extended its intent-based networking (IBN) portfolio, with new ruggedized hardware and software that is pitched at more extreme industrial environments that need to embrace IT-OT coordination and IoT projects.

// Big Data, Cloud, AI, and Machine-Learning //

  • Training a single AI model could have as great a carbon footprint as five vehicles, according to a paper from the University of Massachusetts.
  • Sierra Wireless has jumped ship from AWS and is migrating to Microsoft Azure. It is also announcing that the new Octave Edge Data Orchestration solution will be integrated with Azure IoT Central, for simplified data collection and ingest from IoT devices.
  • Akamai has announced IoT Edge Connect, the newest component for its Edge Cloud portfolio, which is using Akamai’s CDN assets to provide IoT messaging between applications and devices.
  • PTC and Vodafone Business have announced a partnership, building on a three-year relationship that will better enable customers to create IoT and AR applications, using PTC’s ThingWorx platform and software portfolio.

// Smart Homes and Buildings //

  • Gooee has announced that it has signed what it thinks is the largest IoT contract in the real estate sector, after Croonwolter & Dros commissioned it to install its lighting and monitoring systems in over 5,000 offices in the Netherlands.
  • Honeywell has launched Honeywell Forge for Buildings, a new building management service that it being pitched as providing a 25% operational saving.
  • Amazon has halted sales of the new Blink XT2 camera, after some pretty mixed early customer reviews. With its claimed 2-year battery life, the security camera apparently suffers from poor WiFi ranges.
  • Walmart is serious about delivering directly to customer fridges, with the InHome Delivery service now officially public. “Smart Entry Technology” and a wearable camera will be used to monitor the staff that are making these deliveries. This is a very extensible ecosystem that could pave the way for new services delivered to homes.
  • Xiaomi has outlined its vision for its AIoT strategy, to turn homes into ‘intelligent spaces.’ Centered around its new Mi Band 4 wearable, Smart Door Lock, its Washer and Dryer appliances, and even a new Induction Cooker, backed up by its Mi AI Translator backend that it says can solve language barriers between the smart home ecosystems. It’s very comprehensive, but may well remain limited to China – which is still a colossal market for the company.

// Industrial & Manufacturing //

  • Lufthansa Technik has picked PTC to power its digital transformation projects for its development and engineering processes, using PTC WindChill for Product Lifecycle Management (PLM) functions.

// Retail, Marketing, & Supply Chain //

  • Amazon has unveiled more of its Prime Air delivery drone, and has said that it will be making deliveries soon – but it didn’t go as far as saying what or where it would be delivering.
  • Kawasaki’s maritime shipping division will install a kite system from AirSeas, a spin-off from Airbus, which will be used to reduce ship emissions and fuel usage. The automated kite rig claims to provide 20% reductions.
  • Omniscient is using Wirepas’ wireless mesh protocol to track assets on construction sites, in a global deal that will use Wirepas’ 5-5-5 pledge – five years of battery life, on five minute reporting intervals, with five meter accuracy.

// Automotive //

  • Infineon is now the largest automotive chip supplier, following its acquisition of Cypress Semiconductor, according to figures from IHS Markit. Prior to the purchase, the top three read NXP, Infineon, then Renesas, but now Infineon has passed NXP, with Renesas still in third. Cypress was placed 14th.
  • Lyft is suing San Francisco to block new bike-sharing licenses in the city, claiming that the city is breaching its contract with Lyft. The second-place ridesharing firm is pushing its own bikes, after acquiring Motivate and Ford’s GoBike.
  • Autotalks and NoTraffic have announced a collaborative traffic management platform that uses C-V2X and DSRC (802.11p), using Autotalks’ chipset and NoTraffic’s platform expertise.

// Smart Grid & Utility //

  • GE cost investors $193bn by misjudging the clean energy market, according to a report from the Institute for Energy Economics and Financial Analysis (IEEFA).
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