Tuesday, August 2, 2011

Progress on SEP 2.0--Interoperability Consortium Announced

Moments ago at the Wi-Fi Alliance Smart Energy Forum, four key networking alliances announced a consortium to test and certify the interoperability of Smart Energy Profile 2.0 applications and devices.

This is big. Important. Vital to the success of the Smart Grid, even.

Why? Well, until now, the ZigBee Alliance had a stranglehold on the certification and interoperability (C&I) of the forthcoming SEP 2.0 specification. Organizations developing and certifying their own specifications is nothing new. However, the development of Smart Energy Profile 2.0 has become so important to the Smart Grid industry in North America and beyond that a single alliance--even one with as broad a membership base as the ZigBee Alliance--maintaining the C&I program for devices running SEP 2.0 would be simply untenable. Too many competing agendas from multiple competing alliances leads not just to a confused market, but to a non-interoperable market.

The Wi-Fi Alliance will ship a billion chipsets this year--they get interoperability. ZigBee, HomePlug, and HomeGrid combined ship a fraction of that number; while each has a C&I program, the fact that Wi-Fi has certified more than 10,000 products over the last decade means they understand both the technical challenges and implementation nuances required to deliver successful products to industrial, commercial, and consumer markets. I expect that the best ingredients from each of the four alliances' C&I programs will combine to deliver a compelling recipe, one which satiates stakeholders' hunger in their respective markets.

Do I expect to see all the alliances together on a stage at GridWeek singing Kumbaya? Uh, no. Never confuse selling with installing. I'm thrilled that the four alliances have agreed to bury the hatchet in an attempt to collaborate on C&I. But I'm entirely realistic that in burying the hatchet, each alliance will still bring to the table guns, knives, phasors (synchro?), shanks, and shivs. Ultimately, SEP 2.0 customers will compel the participating alliances to behave, to cooperate, to deliver to market truly interoperable products.

If I'm a utility like PG&E, Southern California Edison, Duke, BC Hydro, or Consumers Energy, I count today as a huge win; each of these utilities (and numerous others I don't have space to name) are contributing to and leading Smart Grid standards development efforts, in an effort to ensure that the products which go into commercial, industrial, and residential spaces deliver the reliability and security required by regulators and consumers alike.

If I'm a retailer like Best Buy, Amazon, Currys, or Media Markt, I also count today as a huge win; while utilities will be the key delivery channel for most SEP 2.0 products at inception, expect that many retailers will stock SEP 2.0 certified products soon after (or perhaps upon) shipment of the first SEP 2.0 products. Retailers had a heck of a time with Wi-Fi routers in the early days, with no defect found (NDF) returns exceeding 33%. These issues were not related to the interoperability of the products at a wireless level, but due to configuration complexity, particularly around security. Retailers have made clear to vendors and alliances that they will no longer put up with products that are so immature as to cause high levels of NDF returns; while certain products still slip through before they're ready (GoogleTV, for instance), retailers simply can't and won't deal with a reverse supply chain pumped full of functional-yet-unusable products. Today's announcement should give hope to all retailers that once an SEP 2.0 product is sold, it stays sold.

If I'm a consumer, I count today as a huge win. Utilities and vendors have been espousing the benefits of Smart Grid for years; today's announcement may've shortened the timeframe to successful rollouts, leading to better control and hopefully lower overall bills for consumers.

And, if I'm a regulator, I count today as a huge win, since the multi-alliance consortium should theoretically enable a market which is easier for regulators and their constituents to understand.

Is today the signing of an armistice? Hardly. Putting together under a single C&I umbrella four alliances with powerful, multinational conglomerates as members may simply lead to yet another venue for the alliances to gripe and snipe at each other.

For the sake of every Smart Grid customer, I hope not. Somebody needs to be the general, with colonels, light birds, and other officers and enlisted below him or her. We don't need another forum for thrash. We need a forum for progress.

Years from now, with the right kind of eyes, hopefully we'll look back on this day as the high water mark--that place where the wave finally broke and rolled back.

Wednesday, January 5, 2011

Live from the AT&T Developer Conference at CES...

Very compelling announcements coming out of this morning's AT&T press conference--20 new "4G" devices in 2011; a full LTE buildout by the end of 2013; Wi-Fi integration between the iPad and the U-verse set-top box, enabling enhanced control of the TV viewing experience (vital, particularly in light of Comcast's announcement this morning about enabling streaming to subscribers' mobile devices); and much more, particularly about the evolution of the AT&T network, as well as how AT&T's doing a much better job working with developers.

Note that I put 4G in quotes. The first half dozen or so of those 20 devices will be HSPA+, which is certainly faster than HSPA 7.2, but still not true 4G. Then again, the definition of 4G is 100 mb/s over a mobile link, which nobody on either the LTE or WiMAX sides is offering, so maybe everyone should be saying "4G" instead of 4G. But that'd be accuracy in advertising, and we certainly wouldn't want that.

If there's an underlying theme here from a device standpoint, it's Android, Android, Android. Ralph de la Vega called up senior execs from Motorola, HTC, and Samsung to introduce new handsets--which, tellingly, all run Android (although sadly, only 2.2). Motorola's Atrix has a dual-core processor, sweet screen, and 1930 mAh battery, which will hopefully translate into better battery life than my life-sucking Epic 4G. Samsung and HTC also check in with very cool devices; HTC's Inspire looks like the Evo 4G in a GSM flavor, while the Samsung Infuse has a ginormous 4.5" screen. None of the three has a hard keyboard; while 2011 might be the year that hard keyboards go by the wayside, predictive and corrective typing on Android must get light years better for the platform to become a success on the business side--which isn't necessarily a goal for Google in the short-term. As predictive and corrective typing goes, Apple's iOS is still generations beyond Android's. That said, all three devices look killer.

There's killer, then there's dead. As a Microsoft alum, I'd still love to see The Borg make some serious headway in mobile, but they've been barely a rounding error in the morning's presentations. David Christopher, ATTWS' CMO, made a reference to Windows Mobile as being a vital platform for AT&T, then quickly moved on--so much so that I'd guess most keynote attendees wouldn't even remember that he'd mentioned it. I'd think that WinMo is just as vital to AT&T's success as my uvula is to my ongoing health.

Note that I had my uvula removed a couple of years ago.

AT&T's U-verse demo was simultaneously cool (iPad control of the TV UI) and bogus (buying shoes off of HSN). Ugh. I think back to hawking WebTVs themselves on HSN a dozen years ago, and we were doing the same demo--clicking on a garment shown in a TV show to get more information and potentially make a purchase. Folks, seriously...as an industry, nobody's come up with a better T-commerce demo than this? My gosh, the revenue driven between then and now must total in the tens of thousands of dollars. Yikes.

AT&T's also spending a ton of time and money on developers, as the ~2,000 folks in attendance here will attest. More tidbits to come as the day rolls on. Likely to come--much more Android.

More cowbell, too...