Asked about the big rounds of funding and high valuations for C3 IoT and Sigfox (reportedly valued at nearly $680 million), the Gartner analyst responded, “C3 IoT is emerging as a IIoT platform vendor with a highly scalable platform, whereas Sigfox continues to develop its LPWA connectivity solution as more suitable and cost effective for many IoT applications (although for the latter, this is a combination across consumer and industrial markets).”


So the dots are there

IoT getting venture $$.
A few startups that are in the Billion valuation and growing.

22 FDX- gonna be a GOOD node-for IoT use( Dr. Saxe). Billions plunked on the table for it first in Dresden and then in Chengdu.

I have read about fragmentation for semi makers a LOT of places....today's as a model

“You can see the fragmentation of the Internet of Things,” Freeman said. “One of our analysts has said it’s not just the Internet of Things, it’s the Internet of Many Different Things. This creates challenges in how you build the silicon for the electronics for this marketplace.

+ this dot from Jan..

ArcticPro eFPGA is being licensed by several Tier-1 customers for integration into their SoCs

What is the value of IP that allows Silicon to answer this fragmentation?

I have moved my subjective number higher these months.