ARM and Wearables – Cheap is cheerful.

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Small, lean and cheap is the way forward for wearables.

  • ARM has announced a new platform for wearables called mBed that is designed to run on its new Cortex-M7 processor family that has been specifically designed for this segment.
  • There are two pieces to the platform.
    • First. The device software. This is an RTOS (real time operating system) that runs the device itself.
    • This has been designed to be as low power as possible and requires 32Kb to 64Kb of RAM and 256Kb of flash memory to run making it incredibly light weight.
    • In the cheapest smartphone design (Firefox $25 device), one could fit 15,600 copies of mBed meaning that the cost overhead of this system will be tiny.
    • Second. An OS agnostic piece of software (mBed device server) that resides on a smartphone which allows the device to communicate with the smartphone.
    • This allows the radio transmission to be tightly controlled in order to maximise performance of the device at the lowest possible power consumption.
    • Radio communication is the single biggest power requirement for devices such as these.
    • Poorly implemented communication protocols will kill the device’s battery life and with that its appeal to users.
    • Using this sort of control, it is possible to create a device with a single pen battery that communicates via Bluetooth 4 and lasts for several months.
  • I see the first generation of wearable devices evolving in this direction as they will be mostly single function sensors.
  • The smartphone is very likely to be the centre to which these devices feed their data.
  • Apple is already creating APIs that allow all of this data to be aggregated.
  • Consequently, these devices need nothing more than a tiny and simple operating system to run them.
  • This is where I think systems like Android Wear and Tizen fall over.
  • Using mBed or a proprietary OS one can build a device that is much smaller, much cheaper with a much longer battery life.
  • This are all key things that consumers look for which is why these higher end systems for wearable devices are unlikely to get much traction in the first generation.
  • As wearables need to become much smarter, then there may be a need for higher powered operating systems, but for now the way forward is the RTOS.
  • The aim of mBed is to drive the adoption of the ARM processor over proprietary designs that are still used in many microcontrollers.
  • This is why the mBed platform is being offered free of charge.
  • It is much too early to say whether this platform will be adopted but as one thing is for sure; ARM is on the right track.
  • Higher level OSs have no place in the first generation of wearable devices which will be mostly screen-less, single function sensors.

RICHARD WINDSOR

Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.

Blog Comments

[…] This is very similar to Google Smart Home, Apple’s HomeKit and ARM’s mBed. (see here). […]