@Cees, that makes sense. I also think that wiht homes there are different questions; HOw will this affect resale, how will it impact our day to day lives. And the price tag esems to be higher. We are about to put solar panels on our home. We looked at it four or five years ago and it was too expesnive. We would have to have shelled out $40,000 in cash. Now there are leasing options, and m ore.
The sstandards are messy indeed... firt there is proprietary masking as pseudo standard (Zwave, ANT+), then there is a battle between the open standards Bluetooth, WiFi, ZigBee, that reminds me of dogs trying to pee against as many trees as possible to claim territory...
2. frankly, our whol industry will leverage: from the big guys (Apple and Google) down to the installers in rural area -- WiFi is running, but that was the start and content, Big Data.
But now Small Data is coming, Big Data is big, Small Daata is massive...
1. time frame: we see it happening now -- the last few yeaars 90% of our sales was in the infra-tructure industry; today we see that number moving and going into end nodes as well (security, thermostats, etc.) -- not fast, but as clear percentaage of our overall growth
In my personal opinion, it's going to be a good couple of years, just given all the madness around providers and standards: Z-Wave, Insteon, ZigBee, Bluetooth, Revolv, AllJoyn, Xfinity Home Control, Qualcomm -- it seems hopelessly confusing to me
Two questions for Cees Links:
2. Whom do you think is going to leverage all these data points first and best? Commercial companies that are looking to grow profits? Analytics firms that want to justify cost-savings and greener operations, or government agencies that want to improve services for all constituents?
@Cees, what opportunities do you see the growth of these markets, Smart homes and IoT, making for the semiconductor industry? Will it encourage new innovation? Push sales? or will it go mainstream so quickly that it will be hard to make money?
@Scott, there's been a big debate going on in the tech community, i don't know if you've seen it. But Ray Kurzeil, Google's director of engineering predicted that robots will be smarter than humans by 2029. it generated all sorts of conversation. what it comes down to, though, is waht does "smart" mean.
Today....lot of internet traffic from social media platforms is used for marketing products to end users. This is misuse of the information by companies which form an internet monopoly today....how do we avoid IoT to avoid such misuse of personal information
@Cees: In IoT, you're talking about the gathering of a lot of data. One, have people started to think about the privacy issues just yet, even though much of this opt-in at this point, and second, what security is out there to keep that information secure? It doesn't sound like this has been thought out just yet.
I have a quick question to kick-off: In the the IoT world of the connect home, what is the greenfield right now? What part of the home is most ripe for connecting to the Internet. We have the example of Google and Nest, but what else?
Let me share Cees' resume... or at leaset a bit of it:
Cees ["case"] Links is a pioneer of the wireless data industry, a visionary leader bringing the world of mobile computing and continuous networking together. Under his responsibility, the first wireless LANs were developed which ultimately became house-hold technology integrated into the PCs and notebooks we are all familiar with. He also pioneered the development of access points, home networking routers and hotspot base stations, all widely used today. In late 2004 Cees started with GreenPeak Technologies. GreenPeak is a fabless semiconductor company with a strong focus on wireless for ultra-low power sense and control networks for remote controls for consumer electronics like TVs and set-top boxes and applications like security and home automation. Cees' vision is to "build a smarter world" by developing a communications platform between devices sensing and enabling us to control our lives.
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