
Tech truce, vendor tussle, new era, smart play – analysis of the Semtech, Telit deals
The IoT hardware market has, suddenly, shrunk – in order to expand, and to rebalance the western power-play. So say market watchers, reacting to the twin acquisitions this week by …

Semtech/Sierra, Telit/Thales set ground for new east-west IoT clash (Analyst Angle)
There were two high profile pieces of M&A news in the IoT hardware space in the last week. First up, on Friday 29th July, Telit and Thales announced that they …

Telit to acquire Thales’ IoT unit for 25% of expanded, rebranded industrial IoT business
Italian-American IoT module maker Telit is to acquire the cellular IoT unit of French aerospace, defence, and security company Thales in return for a quarter-share of its expanded industrial IoT …

Revenues from cellular IoT modules jump 58% – with Quectel, Telit, MeiG dominant
Global revenues from cellular IoT modules increased by 58 percent in the fourth quarter of 2021, compared with the year-ago period, with more than 40 percent of the total revenue …

Hitachi looks to digital transformation of railways with Thales business unit acquisition
Hitachi Rail purchasing Thales’ Ground Transportation Systems business for approximately $2 billion Japanese industrial heavyweight Hitachi Rail has entered into exclusive negotiations with French multinational Thales Group to purchase the …

Cellular IoT module shipments hit record high in 2020, but chip shortage expected to curb growth
Global cellular IoT module shipments increased by 14% in 2020, reaching 303 million, according to a recent Berg Insight report. Even though the impact of the COVID-19 pandemic was felt …

Private LTE for all nuclear power plants in France – EDF sets Thales, Ericsson to work
Électricité de France (EDF) has appointed Thales and Ericsson to design and supply private industrial-grade LTE networks at all of its nuclear energy sites in France. The company has 56 …

IoT market heats up around UWB as FiRa Consortium brings Rohde into the fold
The FiRa Consortium, the organisation looking to build the IoT market around the burgeoning ultra wideband (UWB) technology, is taking on new members at a decent rate. Germany-based wireless test …

Qualcomm confirms Q2 release of ‘world-beating’ Cat NB2 module for ‘new era’ of IoT
Qualcomm has confirmed the releases of a new single-mode LTE-based Cat NB2 chipset for cellular narrowband IoT (NB-IoT) communications, which offers world-beating power efficiency, according to the San Diego firm. …

Brits back drones for emergency services, environmental monitoring, says Vodafone
Most people in Britain would support regulated usage of unmanned aerial vehicles (UAVs), or drones, for critical services and industrial enterprises, according to a report by Vodafone. Eighty per cent …