I've been "arguing" with my peers for some time now that even though all (most?) M2M services providers want to be software companies, they cannot ignore the strength of the embedded hardware manufacturers we use to get the remote equipment connected to our services. I've also argued that the deeper you get within the hardware, the greater the leverage, e.g. microcontroller manufacturers that embed not only the required IP protocols but also application firmware, or the tools to create it, will place themselves in a very strong position. We've all heard hardware manufacturers say,"We'll give the software away to sell hardware..."
ARM, one of the most important suppliers of RISC processor technology, has just announced the acquisition of Sensinode. ARM describes Sensinode as one of the “pioneers in software for low cost low power internet connected devices and a key contributor to open standards for IoT.” Those standards include creating the 6LoWPAN and CoAP standards for low cost low power devices; and contributing to IETF, ZigBee IP, ETSI and OMA standardization efforts.
“IoT technology can be used in wireless sensors, smart connected appliances, home health applications, and wearable electronics. The technology is also applicable to M2M applications using cellular connections and the new OMA Lightweight M2M standard for device management,” ARM notes.
I'm not saying "told you so", but we had all better start paying attention to the hardware guys.
Press release here >>