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"STRATEGY REPORT
Mobile: you ain't seen nothing yet
There are more active SIMs on the planet than there are humans. Smartphone penetration is not far behind, with approximately 4 billion in use worldwide, ranging from the most upmarket expensive iPhones to cheap Android devices.
From its dawn with mainframes, computing moved to the PC age, which in its turn yielded to the march of the mobile device. Computing is no longer the province of governments and big companies, nor middle class families. It's available to everyone. And the computing capabilities of these devices are different to those that have preceded it.
Driven on by the remorseless logic of Moore's law, the computer in your pocket knows where you are, can see through its camera and communicate both locally and over the internet. Although the distribution phase of the mobile computing revolution is nearing completion, the usage phase, the phase in which we figure out what to do with these things, is only just getting started. The phone has already displaced the PC as the most popular way to buy things online yet purchases from mobiles are still only a fraction of the total opportunity.
One of the things holding back growth is that the tools that support online business -- in payment, in identity, in fraud management -- have not really been able to keep pace."
The two orders equate to over $3m and hardware for the order announced today starts being delivered in a few weeks time. If MEA then decide to rollout to all 4m of their customers, it will be the game changer that CC has been awaiting.
The comments about SMETS2 show how powerfully the initial adverts were. SMETS2 and smart metering worldwide has little to do with customers reducing their energy costs.
The latest SMETS2 adverts are somewhat better about getting the message across.
https://youtu.be/9JxmFCo77-0
Colourbounce
If you have witnesses the power line infrastructure in India you will appreciate that PCL is a nonstarter!
Incidentally RF is used in Japan to connect 20m + meters.
https://www.google.com/amp/s/www.greentechmedia.com/amp/article/toshiba-landisgyr-land-tokyo-smart-meter-comms-mdm-contract
From The link provided by Vascular is appears that 0.4% of the Indian electric meter population is now smart (approx 1m out of 250m).
Meanwhile in the UK 8% of the gas & electric meter population is now SMETS2 (approx 4m out of 50m).
I wonder what this group attitude is towards DCUs?
https://www.google.com/amp/s/m.timesofindia.com/city/bhubaneswar/meter-readers-warn-of-stir-over-salary-dues/amp_articleshow/71342299.cms
https://en.m.wikipedia.org/wiki/Luddite
Imperial
CC has various income streams, for example, Licencing and Hardware sales. Consequently, it is not possible to say CC needs x modules/meters p.a. to breakeven.
For example, the Licence Fee paid by BI for 200k units that it manufactures will be entirely different to amount paid by Genus for the supply of 200k units.
I hope this helps.
Good to see they have learnt from the NIK misjudgment, (CC manufactured $1m of stock, didn’t get paid for it and then ended up writing off the order and the stock. At least the directors got paid their bonus for the NIK order, so it wasn’t a loss for them, as they still have their bonuses).
Tonyj
(i) India will support domestic meter manufacturers.
(ii) BI won’t manufacture any meters with Cyanconnode RF modules until it has a firm order from an end customer, (that hasn’t happened yet and is unlikely to happen in the near future).
https://www.google.com/amp/s/m.tribuneindia.com/news/one-million-pre-paid-smart-electricity-meters-to-be-installed-20576
It’s unlikely there will be any BI or other Chinese manufactured meters in India.