My firm has been working in delivering technology innovation to our PRC-based clients now for 16 years. One key thing we do is tie all of our initiatives to the PRC’s 13th Five Year Plan (Click to see a good slide deck). The technology section is key in order to understand the PRC government’s motivations and incentives to migrate it’s workforce from a manufacturing culture to an advanced technology juggernaut.
Some investor strategist believe that one way to “Trump-Proof” a technology enterprise’s investments in China is to focus on the current eCommerce explosion.
Michael Robinson just wrote, “ E-commerce growth pivots off of China’s fast-growing middle class, which now accounts for 19% of the population, according to Goldman Sachs. That figure has been rising by more than a percentage point each year – and should keep growing at that rate for years to come.
The rapid growth in smartphone use is another key factor. There are now nearly 400 million of these e-commerce-enabling devices in China, a figure that’s rising at a double-digit pace. And mobile-based spending – that is, purchases made via a smartphone or tablet instead of a PC or laptop – now accounts for 50% of all Chinese e-commerce, says eMarketer.
That compares to just 22% here in the United States.
This growth in e-commerce is coming as China’s middle class continues to rise and the nation shifts away from its focus on exports and places a greater emphasis on domestic spending.”
My strategy is to provide engineering tools that will facilitate the enablement of innovative wireless
technologies E.G., Active Steering Antennae for the large number of EE and SW designers creating mobile eCommerce enabled devices in the PRC.
As we start to see the uptake in 4K video content, suppliers of CPUs, NIC (Network Interface Cards), networks (LAN, WLAN, Wi-Fi) and storage technologies will all be struggling to “step up to the plate” in meeting the challenges of this disruptive Video format. Also IAAS platform providers will face huge challenges to configure cloud components that can be rapidly provisioned for 4K content or Video Streaming. Even the security industry will be affected regarding the video surveillance infrastructure (see this Video Security Magazine article).
This is a Technologies Strategic Directions “Sleeping Inflection Point” for multiple industries, manufacturers, eworkers and information consumers.
Ultra-high definition (UHD) resolution is 3840×2160 Pixels now used in displays and broadcast., This does not equal 4K (4096×2160 Pixels) used in digital cinema. People tend to used them interchangeably but there is a significant difference in impact on the networking bandwidth required to service consumption of 4K.
We all are aware from a display technology perspective that TVs are now offering this content. However, how about other network and computer infrastructure components? When will they be able to handle the disruptive impact of 4K?
This week IBM, Samsung, New York State, and Global Foundries announced a new high capacity silicon chip made with a combination of Silicon and germanium.
Are IBM et al, leading us in the right direction? As the width of connections on chips reach the atomic diameter of the individual atoms of the silicon connectors, EUV etch stations and change in deposition technology are just he tip of the CAPEX impact required to transition and follow the consortium’s lead. At approximately $2B per FAB cost in the near future, who can afford to follow? What ripples in the ecosystem of silicon equipment manufacturing will this cause and at the commodity pricing of today’s market can the ASPs tolerate this new move? Even though Intel mentions 7-Nano occasionally there seems to be no defined roadmap to get there. Consortiums and research are good things. However, we now have to figure out practical steps to get to the future the consortium has described.
Over the course of four days, 2-5 March 2015, Mobile World Capital Barcelona will host the world’s greatest mobile event: Mobile World Congress. See this website for more info: http://www.mobileworldcongress.com/
The mobile communications revolution is driving the world’s major technology breakthroughs. From wearable devices to connected cars and homes, mobile technology is at the heart of worldwide innovation. As an industry, we are connecting billions of people to the transformative power of the Internet and mobilising every device we use in our daily lives.
In short, the hole world is on The Edge of Innovation, and the possibilities are endless. The 2015 GSMA Mobile World Congress will convene industry leaders, visionaries and innovators to explore the trends that will shape mobile in the years ahead.
About the Event
Here are the components that make up this industry-leading event:
A world-class thought-leadership Conference featuring visionary keynotes and panel discussions
A cutting-edge product and technology Exhibition featuring more than 1,900 exhibitors
The world’s best venue for seeking industry opportunities, making deals, and networking
App Planet, the Centre of the Mobile Apps Universe, where the mobile app community gathers to learn, network and engage with innovators
I’ve been digesting and expanding on an interesting white paper authored by the Microsoft Azure Incubation team titled: Building the Internet of Things– Early learnings from architecting solutions focused on predictive maintenance. I agree with the premise tha ubiquity in connection technology will be the key enabler and that predictive maintenance will probably be required to instantiate a true global ubiquitous connection state. Recently MS is changing their terminology from Internet of Things to Internet of Everything (IoE). Here I use them interchangeably A key technical enabler of the Internet of Things (IoT) is ubiquitous connectivity. A week or so ago I blogged about a new technology called Active Steering(TM) which should be the winner in patented connectivity hardware/Software/Firmware for antenna products.
Just imagine that the antenna on your device was constantly sampling the wireless signals around your location and finding the strongest source and directing the focus of the antenna to that source. That is what an Active Steering antenna does on your phone, tablet or PC. By using this technique the system is also performing predictive maintenance on the connectivity configuration for your specific device and location. Let’s first look at the Open Systems Interconnection (OSI) model. Even though the Internet model uses a simplified abstraction, the models in the previous figure and the associated well-known logical protocols are comparable. Application-layer protocols are not concerned with the lower-level layers in the stack other than being aware of the key attributes of those layers, such as IP addresses and ports. The right side of the figure shows the logical protocol breakdown transposed over the OSI model and the TCP/IP model.
Special-purpose devices differ not only in the depth of their relationship with back-end services, but in the interaction patterns of these services when compared to information-centric devices because of their role as peripherals. They are not the origin of command-and-control gestures; instead, they typically contribute information to decisions, and receive commands as a result of decisions. The decision-maker does not interface with them locally, and the device acts as an immediate proxy; the decision-maker is remotely connected and might be a machine. We usually classify interaction patterns for special-purpose devices into the four categories indicated in the following figure.
All of these models need uninterrupted connectivity to enable the ultimate user experience that Windows 10 could offer with the addition of Active Steering Technologies at the Platform level.
Here in San Diego we have a number of new and innovative technology companies. One of which I’m proud to be connected to by Rick Johnson (their CFO) who was the CFO of Tarari and a fellow Intel Alumni. The company is Ethertronics and makes chip-sets that implement various types of antenna functionality for the mobile market. Their latest introduction at this year’s CES is ACTIVE STEERING
The industry is preparing for a 1000x increase in data traffic while carriers are running out of capacity on their networks. The solution to this daunting challenge isn’t as simple as just buying more spectrum or adding more infrastructure in the form of cellular towers, small cells and Distributed Antenna Systems (DAS) equipment. The wireless devices themselves are key to increasing capacity through spectral efficiency. Active Steering technology is crucial to improve device efficiency and performance.
Ethertronics’ Active Steering technology provides
Significantly faster throughput – higher data rates
Minimizes unwanted interference
Seamless handoffs between towers
Better connected experience for users
Increased spectral efficiency – more capacity to carriers’ networks
My firm has been engaged by one of the world’s largest small appliance manufacturing PRC-based companies to architect and implement a cloud/mobile/appliance IoT offering. This new small wine appliance will be launched in Q4 of 2014.
In fact this is an exciting project where WilQuest is Partnering with Microsoft, interKnowlogy, Tridea Partners and others to create a “Cloud of Things” CoT infrastructre where a global software/hardware engineering team is developing products on Azure,Windows 8, Android, iPhone, iPad, Intel and ARM platforms to create a seamless web srevices orchestration of devices and applications that each perform a segment of a task that the end user request via gesture/mouse/keyboard action.
I’ve been interacting with other Intel Alumni regarding the Internet of Things and various prognostications about the work going on between Intel & Microsoft. Some believe there’s no room for Intel in this domain space to the I posted on an Intel Alumni social media site:
“Don’t count this partnership out quite yet…. The new management teams at both of these companies are well positioned to drive innovation and deliver a cost effect offerings in the IoT space. MSFT’s purchase of Nokia along with the Surface device push means that a lot of folk at MSFT are now focused on delivering HW/SW bundled solutions. If any collaboration can find a way to do it the Intel army along with a reinvigorated Bill Gates having a hands-on role at MSFT (from an architecture and creativity function) could cause an inflection point for the IoT product domain.”
Also, look at this video from our friends in Redmond:
It seems that that is the case. In fact the old-style justifications for on site servers and attendant OpEx costs don’t seem to make sense any more. Read this interesting article Is the data center in the Cloud or is the Cloud in the data center?
There’s a lot of buzz stating that Cloud Computing and Big Data are synonymous. See a Forbes article here stating that ”
“Big data is the new cloud computing.”
This sentiment was recently expressed in an interview with Motley Fool analyst Tim Beyers, who analyzed the zeitgeist coming out of the South-by-Southwest (SXSW) conference and observed that cloud computing and big datawere now one in the same phenomena, converging on enterprises of all shapes and sizes.”
For those who don’t know what big data is, this Intel Video gives you a “Big Data 101” primer.
The Cloud definitely provides a cost effect and timely way to go after big dataproblems and then using the elasticity of the cloud’s IaaS foundation, dump the costly resources when you’ve finished or allow them to grow only when needed. But they are not one and the same. Big Data is just the current “Bell of the ball” for enterprise usage of the Cloud. See below Gartner’s Hype Cycle for emerging technologies 2012. This shows we are either in or approaching the “Trough of Disillusionment” regarding Reduce Map and the offerings of DBSaaS. I’m eager to apply some innovative ideas I have regarding the trip out of this trough on some upcoming projects.