T&M Tom articles

T&M Tom articles and comment on Technology and Management. Bbite provides coaching, mentoring and business opportunity research for SMEs and into technology markets.

Friday, 1 February 2013

UK Technology and Innovation Business News #23 Jan 2013



UK Technology and Innovation Business News #23 Jan 2013
Manufacturing  News
The high tech industry is facing two divergent challenges when it comes to product lifecycle. Consumer products are being upgraded and replaced faster than ever before. At the same time, high-end, high-value equipment is increasingly being designed for—and used—for the long-haul. These dynamics put the high-tech supply chain in a unique position to provide an additional level of service and support to the electronics ecosystem.
GRAPHENE George Osborne has pledged more funding to help British universities conduct graphene research. The British government is to provide further funding for research into the wonder-material that is known as graphene. It has been reported that the Chancellor George Osborne will invest an extra £21.5 million in funding to some of the leading universities in the UK, in order to develop commercial uses for graphene.
Funding Breakdown The extra funding will however be combined with the government’s previous funding investment of £50m into the technology back in October 2011. It seems that the new funding will be made up of £12m from that 2011 funding, coupled with £10m from the science research council EPSRC. The new total of £21.5m will be allocated to specific universities in the UK. And it has been reported that these universities, alongside their industrial partners, will also commit £14m. Most of the £21.5m funding will go to Cambridge University, which was awarded £12m for research into graphene flexible electronics and opto-electronics (think touchscreens and electronics). London’s Imperial College meanwhile will receive over £4.5 million to investigate the possible aerospace applications of graphene. Funding will also go to projects at Durham University, the University of Manchester, the University of Exeter and Royal Holloway. All of these universities will be working with their respective industrial partners including Airbus, Nokia, BAE Systems, Procter & Gamble, Qinetiq, Rolls-Royce, Dyson, Sharp and Philips Research.
Wonder-Material With its superior performance, high tensile strength and lightweight characteristics, carbon fibre has proven to be a popular material for use in manufactured goods.
The utilisation of carbon fibre by car companies such as McLaren and aircraft manufacturers Airbus and Boeing have improved improve production methods but carbon fibre is not without its problems. The material remains relatively expensive and time consuming to produce, it is difficult to recycle and it is neither biodegradable nor photo-degradable, so effective disposal is notoriously difficult. To help solve some of the issues associated with carbon fibre, aircraft manufacturer Boeing has partnered with carmaker BMW to research automating the production of ultra-light carbon fibre and how best to recycle the material. The graphene funding comes after a host of big names backed a petition to get the government to spend the £4 billion it gets from the Ofcom-run 4G auction at the end of the year on science and technology. The government has previously faced criticism for its lack of tech funding in these austere times.
Cambridge is to step into the heart of the increasingly heated battle for graphene dominance by launching a £24m multi-million pound development centre that will use an open innovation model to take the material beyond early research to a position where products, jobs and an industry can be created.
Smart Infrastructure News
In 2012, Advanced Driver Assistance Systems, Automated Driving and connected vehicles dominated the headlines in the automotive electronics industry. Nevertheless, the engineers - you, our readers - preferred more in-depth information to seemingly unimposing topics: Batteries, electric drivetrains etc ...
In 2012 there was estimated to be 308,000 patients remotely monitored by their healthcare provider for congestive heart failure (CHF), chronic obstructive pulmonary disease (COPD), diabetes, hypertension and mental health conditions worldwide. The majority of these were post-acute patients who have been hospitalised and discharged. As healthcare providers seek to reduce readmission rates and track disease progression, telehealth is projected to reach 1.8 million patients worldwide by 2017.
Ofcom says that the UK is using 20 petabytes of mobile data a month, up from 9 petabytes this time last year. Ofcom expects the amount to grow 80x by 2030.
Energy News
Leading industry representatives from lighting companies across Europe have formalized and launched a governing body, LightingEurope. The mission of the new organization is to give a voice to lighting companies of all sizes and to promote efficient lighting practices.
LightingEurope replaces two existing organizations, the European Lamp Companies Federation (ELC) and the Federation of National Manufacturers Organization for Luminaires and Electrotechnical Components for Luminaires in the European Union (CELMA). According to a press release at the opportunity of the merger, LightingEurope regards itself as a platform to unify the strengths of the industry to meet the challenges and opportunities created by the current "unprecedented change in lighting technology" caused by the ascent of LED lighting.
In the area of digital management and system communications, the electronic power-system industry is in the process of the largest technology integration since the introduction of the linear power supply. Ultra-low-power processors are critical to enabling the proliferation of what could well be called the “clutter” around the cloud.
Wireless News
Telecoms regulator Ofcom has revealed that seven companies had qualified to bid for the new airwaves needed to roll out superfast 4G mobile broadband across Britain. Fixed lines provider BT, managed networks firm MLL Telecom and Hong Kong's PCCW Limited would enter the auction, Ofcom said, as well as all of the existing mobile network operators - EE, Vodafone, O2 owner Telefonica and Hutchison, which is behind Three. Bidders will be competing for spectrum in two separate bands - 800 MHz and 2.6 GHz, it said. The lower frequency 800 MHz band was freed up when analogue terrestrial TV was switched off. EE, a joint venture between France Telecom and Deutsche Telekom, has already launched 4G services in major British cities by reallocating its existing airwaves. The higher frequency 2.6 GHz band is ideal for delivering the capacity needed to deliver faster speeds. These two bands add up to 250 MHz of additional mobile spectrum, compared to 333 MHz in use today. Both bands are being packaged into smaller lots for the auction.
This combination of low and high frequency spectrum creates the potential for 4G mobile broadband services to be widely available across the UK, while offering capacity to cope with significant demand in urban centres, says Ofcom. For the typical user, download speeds of initial 4G networks will be at least 5-7 times those for existing 3G networks.
5G will use the 700MHz frequency band – the band currently used for digital terrestrial broadcasting – with the broadcasters moving to 600MHz. 700MHz may become the world standard for 5G. Continental Europe, the Middle East and Africa are going that way. If the whole world follows, as expected, it makes the cost of equipment less. Talks on getting 700MHz adopted as the world standard are going on at the moment.
5G is not expected in the UK until around 2020. Following a UK group's claim to be developing '5G' technology, a European consortium is pursuing similar goals. Like the new UK research center, which is led by Huawei, Samsung and Telefonica, the EU-backed METIS initiative is investigating how the wireless world can move beyond 4G. It has a broad scope at the start, and will investigate all kinds of options including super-dense small cell networks, advanced beamforming and smart antenna techniques, and virtualized cloud RANs. All these are concepts which are important to LTE, of course, but researchers believe can be pushed to far higher limits. The first recommendations will come in mid-2015, by which time the industry may be starting to think about next generation platforms (though, no doubt, many firms will already have begun to use '5G' as a marketing term by then). The group believes any technology it comes up with will be relevant to networks being rolled out from 2020. One of the important areas of research is the super-dense network, a step onwards from current small cell ideas which would place cells in every room, car and potentially on human beings. METIS (officially the Mobile and wireless communications Enablers for the 20:20 Information Society) will get a grant of €16m ($21.1m) from the European Union, as it looks to protect the traditionally strong role of Europe's vendors and universities in defining wireless standards. The effort is headed up by Ericsson, still the world's largest wireless infrastructure supplier and one of the biggest patent holders. METIS will tap into various existing research projects in academic institutions like Aalborg University in Denmark and Poznan University of Technology in Poland. As well as Ericsson, Alcatel-Lucent, Nokia and Telefonica are leading members, along with less traditional players such as carmaker BMW.
The Ministry of Defence (MoD) has outlined plans to auction off some of its radio spectrum by 2014 for services including 4G, becoming the first government department to do so. The MoD says that 200 MHz of its spectrum usage rights will be up for grabs, all below 15GHz, which is regarded as the most useful and valuable part of the radio spectrum because of the wide range of applications it can be used for. The auction will start at the end of next year and will be completed by the middle of 2014. Prior to the auction, the MoD will produce a brochure and host an industry day early next summer. Almost half of all bandwidth below 15GHz is held by the public sector and is used for services such as defence, emergency services and transport. The government’s 2010 spending revenue stated that 500MHz of the public spectrum below 5GHz should be released by 2020 for other uses. The MoD currently holds around three quarters of all publicly held spectrum and one third of the spectrum below 15 GHz. It lent some of its bandwidth to Ofcom during the 2012 Olympic Games in London in order to cope with the exceptional demand.

Friday, 18 January 2013

Modular Instrument Predictions

2012 Modular Instrument Predictions: Results: via

But  the coming and adoption of modular instruments has been heralded now for well over a generation without that sea change actually occuring. What is the tipping point?

Now with the advent of the tablet device si that it? Will teh convenience of a tablet actually make engineers move away from rack and stack to even by-passing modular to an even smaller tablet footprint.

That to me might now be the real change about to occur



1. Modular instruments will outgrow traditional products by 10 points.  While results are not final until National Instruments, Agilent, and Danaher report their final annual results, this isn’t even close.  Using key metrics within publicly stated earning results as proxies, modular likely outgrew traditional instrumentation by 15 to 20 points in 2012.  Bottom line: the modular adoption rate is accelerating. 1-0

2. Asia, and China in particular, will drive a big part of modular growth.
  Using NI results as a proxy, we can look at their regional results.  Sure enough, Asia is their fastest growing region with over 33% of all sales to date, their highest on record.  This matches my anecdotal observations of high adoption rates by Asian manufacturing sites.  2-0

3.  The RF PXI Juggernaut continues.  Frequent readers of this blog know the answer already.  PXI was on fire with hot new RF instrumentation in 2012.  Combine NI’s vector signal transceiver, Agilent’s fast RF vector generator, ZTEC’s 802.11ac solutions, and Aeroflex’s PXI systems, and PXI delivered new RF functionality in 2012 that simply doesn’t exist in a box format.  Expect this trend to accelerate with MIMO in 2013, as this is a naturally modular technology. 3-0

4. One “big iron” semiconductor test vendor incorporates PXI/AXIe.  All good things must end, and there goes my winning streak.  Ironically, PXI and AXIe are making strong headways into semiconductor test.  I’ve seen increasing modular adoption in characterization systems and mixed signal manufacturing test, but just not from the big semi vendors. Message to big iron vendors: Don’t let the innovator’s dilemma cause you to miss this disruption or opportunity.  3-1

5. Modular instruments accelerate transformation of semiconductor characterization market.  As I stated above, more and more characterization is being done with modular systems.  This is particularly true with mixed-signal devices, and very true with RF.  Note how Qualcomm unveiled their use of the NI vector signal transceiver for device characterization.  4-1

6. Three more companies join AXIe. Informtest, a Russian-based VXI manufacturer joined the AXIe Consortium earlier this year.  But that is one new member, not three. 4-2

7. Big Physics embraces AXIe.  This one is still pending and looks promising.  I know of a research lab that has built their own AXIe-compatible hardware for big physics.  I may write about this in a future column.  But I haven’t seen reports of widespread adoption…yet.  4-3

8. PXI software standards bring new levels of compatibility.  The PXISA technical committee continues to make good progress on the software requirements for multi-vendor solutions.  Not only that, but the AXIe consortium is adopting those same standards so that AXIe products appear as PXI when integrated together.  Great idea.  5-3

9. One large VXI to PXI/AXIe conversion.  VTI Instruments has essentially brought their dynamic signal analyzer measurement suite from VXI to PXI, while Teradyne offers a PXI-based high-speed serial tester to complement their VXI functional tester.  OK, that's two, not one. Still counts.  6-3

10. More evidence of the coming disruption of modular instruments.

Deep breath.  This was my boldest prediction.  For those who wonder what the “coming disruption” means, let me phrase it as an equation:

Nash Equilibrium + Porter’s 5 Forces = Disruptive change for T&M

If you don’t recall Nash and Porter, it may be time to dust off the old MBA and econ textbooks and refresh your memory.  These two concepts together explain how disruptive shifts occur in markets, and explain the modular adoption rate in automated test in particular.
  
My verdict?  The evidence is all around us.  Not only does the growth differential appear to be increasing, as shown in Prediction 1, but look at where modular is growing now: RF and semiconductor.  There is huge headroom for growth in each of these markets, and the number of modular solutions focused at these segments is rapidly increasing.  This will only accelerate the growth.  Like a pencil balanced on its point that starts to lean, we have reached the tipping point. We are now living in the disruption.

Final Score: 7-3

I’ll consider 7-3 a passing grade.  But what about 2013 you ask? That, dear readers, is a subject for a future blog.

FYI Friday Fundamentals Jan 18th

Sunday, 13 January 2013

T&M Tom's UK Innovation News in 2013



Happy New Year - T&M Tom’s  theme for 2013 will be around Technology Innovation in the UK.

Why?, because the UK is innovative, it will bring us business faster, it’s interesting and fun.

Behind that T&M Tom can help you source technology equipment and advise on technology business growth by coaching, mentoring and market research. http://www.bbite.co.uk/business-intelligence.asp

Our future newsletters will focus in what’s innovative in

-       Manufacturing

-       Smart Infrastructure

-       Energy

-       Wireless

For more background and thoughts on innovation in the UK you can refer to http://tandmtom.blogspot.co.uk/ or perhaps

Technology and Innovation Futures: UK Growth Opportunities for the 2020s - http://www.bis.gov.uk/assets/foresight/docs/general-publications/10-1252-technology-and-innovation-futures.pdf

Technology Strategy Board - http://www.innovateuk.org/

The Current and Future Role of Technology and Innovation Centres in the UK - http://www.bis.gov.uk/assets/biscore/innovation/docs/10-843-role-of-technology-innovation-centres-hauser-review

NEF The Innovation Institute - http://www.thenef.org.uk/home

We look forward to giving insight and collaboration on technology innovation in the UK throughout 2013

Best Regards

Here’s to an exciting and innovative 2013