Creative Connectivity

NB-IoT is Dead. Long Live NB-IoT.

As the old adage goes, “while the cat’s away, the mice will play”. In the case of NB-IOT, “when the spec’s delayed, LPWAN will play”, which is exactly what’s happening in the Internet of Things market today. The problem is that 3GPP (the 3rd Generation Partnership Project), the standards body which has been responsible for the 3G, 4G and 5G mobile standards, dropped the ball as far as the Internet of Things is concerned. Seduced by the slabs of black glass which suck up both our attention and the mobile networks’ spectrum, the 3GPP engineers totally forgot to design something to replace the old 2G workhorse of GPRS, which is responsible for most of today’s machine to machine communications. Instead, they spent all of their time designing high power, high speed, expensive variants of 4G to support an ongoing dynasty of iPhones, Galaxys and Pixels, none of which were any use for the Internet of Things.

Noticing this hole, a number of companies who had been developing proprietary, low cost, low speed, low power communication options saw an opportunity and created the Low Power WAN market. Whilst many perceived them as a group of Emperors with no clothes, the network operators were so desperate to have something to offer for upcoming IoT applications that they started engaging with them, rolling out LPWAN infrastructure. Whether they believed the LPWAN story, or just hoped it would fill a hole is difficult to ascertain, but no-one can deny that LPWAN is now firmly on the map, in the form of Sigfox, LoRa, Ingenu and a raft of others. To address that challenge to their hegemony, the GSM Association (GSMA) directed the 3GPP to assemble their own suit of imperial clothing which would be called the Narrow Band Internet of Things, or NB-IoT.

This is the story of why NB-IOT was too late, why it will fail in the short term, why it will win in the long term, and why the industry will struggle to make any money from it.

What’s the difference between Sir Philip Green and the GB Smart Metering Program?

BEIS (the Department for Business, Energy and Industrial Strategy) have just released their long overdue assessment of the cost of the country’s smart metering program. Hidden among the figures is the amount of money that they have spent. So far, they have squandered £450 million on the project, despite the fact that not a single compliant smart meter has been installed in any house. By a strange coincidence, that’s exactly the same amount as the shortfall in BHS’ pension fund which occurred when Philip Green flogged off BHS.

The £450 million hole in the BHS pension fund had MPs baying for Philip Green’s blood, threatening to remove his knighthood and demonising him in the press. The £450 million expenditure by BEIS on civil servants and consultants, with nothing to show for it, has elicited virtually no reaction from Parliament, yet it will end up costing the taxpayer far more.

Let me reiterate this, as it is truly shocking. Over the last six years, DECC, BEIS and Smart Energy GB have spent £450 million on consultations, developing specifications, fighting Freedom of Information requests and spinning PR stories, yet we have not had a single smart meter installed which conforms to their specifications. Isn’t it time that Parliament stops fuming about super yachts and calls BEIS to account? Not least, because the latest report from BEIS shows they can’t even manage simple arithmetic.

Hearables sales could reach $45 billion in 2020

Back in 2014, when I reviewed the emerging wearables market, I suggested that the sector with the greatest potential would be hearables. Over the intervening two years it has seen intense activity. Over $45 million has been pledged in crowdfunding campaigns for earbuds and stereo headphones from almost a quarter a million backers. The value of sales of wireless headsets has overtaken that of wired headsets and now Apple has added momentum by removing the 3.5mm jack on the iPhone 7, as well as launching their own earbud – the Airpod.

One of the key reasons hearables are doing so well compared to other wearable sectors is because they don’t need to work out what to do with the data they generate. Every other wearable is a slave to the treadmill of quantitative feedback, where it needs to make the data it produces compelling, or else risk being consigned to the drawer of doom. Hearables are bought for consuming existing content in the form of music or videos, giving apps developers much more time and freedom to play with the accompanying data. That is a massive advantage over anything that you wear on your wrist.

I’ve just published a report on the hearables market which takes these new developments into account. It shows a growing opportunity, even greater than I’d suggested two years ago, which could rise to sales of almost $45 billion in 2020. You can download the report – The Market for Hearable Devices 2016-2020 here.

Trident – is Theresa May a better deterrent?

One of the first decisions Theresa May made on becoming Prime Minister after the Brexit referendum was to approve the manufacture of four replacement submarines for our Trident nuclear weapons system. She argued that it would be an “act of gross irresponsibility” for the UK to abandon the continuous-at-sea weapons system, continuing the logic that a submarine which cannot be traced is an invisible force for retribution which would deter an aggressor.

I’ll pass on the issue of whether or not we should have nuclear weapons. That’s a different and important point to argue. What I’d like to highlight here is that whilst the concept that a nuclear submarine was undetectable may have been valid in the 1960s, it’s no longer the case. The countries that signed up to the principle of Mutually Assured Destruction now have the technology to know exactly where each other’s submarines are. So what is Trident meant to be protecting us from?

Airpods – a Speculative Teardown

On 7^th September, Apple announced the demise of the 3.5mm audio jack. Alongside that, they introduced their Airpods, helping to stoke the momentum for a new world of hearable devices, The loss of the jack was a move which generated howls of anguish from the wireophile community, along with a flurry of speculation about how Airpods worked as well as what Apple’s new W1 wireless chip was doing.

Having been working with wireless standards and hearables for several years, much of that speculation seemed ill-informed. Once Airpods come to market in October, companies like iFixit and Chipworks will take them to pieces and we’ll have a better idea of exactly what Apple have done. But those first tear-downs are still a few months away. So I thought it would be interesting to try a speculative teardown, based on how I might have designed them, and on the limited information which is in the public domain. I also think I know what Apple’s second wireless chip will be, and it’s not the W2.

More reasons to halt UK Smart Meters

It’s been a quiet summer in Brexitland. After a vicious few weeks of back-stabbing and in-fighting, our politicians departed to calmer climes. While they holidayed, our glorious successes in Rio have provided ample news coverage to fill the gap, meaning that it’s been a great time for the Whitehall mandarins to bury any unfortunate information about the state of the GB Smart Metering project.