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BigST
CC is already receiving income from the SMIP rollout and therefore the statement is nonsense.
On the guesstimate that 10k Licenses will be ‘activated’ in 2019, CC will receive licencing income of approximately £6,300 from the SMIP rollout during 2019!
tonyj
The fact that Connode pre-sold 500,000 of Licenses to Toshiba, in 2014 or thereabouts, does not mean they have been activated.
Why Investors have not asked CC how many Licenses have been activated is baffling.
YJ won’t know, Arden should know and CC will know.
I believe you will discover that it’s only a few thousand.
tonyj
Please see my post Wed 12:31
“The current difficulty CyanConnode is facing is that installers don’t understand the RF mesh, and how it works. Consequently, when they install a dual communications hub and it doesn’t work, (because there is not another dual communications hub for it to communicate with), they take it away because they have a limited supply of the dual communications hub, and also because it is more expensive than the single communications hub. I suspect expect that it will be at the end of the SMETS2 rollout that dual communications hubs will be deployed, which is several years away.
Here’s a link for you:
https://www.smartdcc.co.uk/media/2026/smart_radio_-_mesh_street_demo_-_28042017_v20.pdf
You will see in that presentation 0.75% of meters will require RF mesh (180k), which extrapolates to a total of 900k meters that will require dual communications hubs.”
As previously explained, technically every ‘Not-Spot’ only needs two SUK2 dual communications hubs, (i) one on the meter which is in the ‘Not-Spot’ and (ii) one on the meter that has cellular communication. This would be very bad news for Cyan because on their 2% figure, only 960k SUK2 hubs would be installed, (on Telefónica figure of 0.75 %, it works out at 360k SUK2 hubs).
Installers and Utilities need to be educated as how the RF mesh is formed and to pre-plan an RF mesh network in a ‘Not-Spot’ area, until then SUK2 hub deployment will remain minimum, (particularly if installers remove SUK2 hubs if they are don’t work, (remember you have to have a minimum of two SUK2 hubs). Due to the foregoing reasons, at a guess, there are probably less 1k meters on an RF mesh network at present.
Further …. You do understand that RF Mesh networks will be in clusters, they won't exiting in areas where there is 100% cellular communication.
tonyj
SMIP Southern & Central Regions Only
(i) All meter connections to the DCC (Data Communication Company) are via a cellular (G2 or G3) connection.
(ii) Where a cellular connection is available a cellular only Communications Hub is installed on the meter (SUK1).
(iii) Where a meter cannot connect via cellular (known as a ‘Not-Spot’) an RF & Cellular Dual Communication Hub (SUK2) is installed on the meter.
(iv) Where a meter is in a ‘not-spot’ and a SUK2 has been installed on the meter, it can only communicate with the DCC via another SUK2 with a cellular connection to the DCC (Hot-Spot).
(v) Technically one meter in a ‘Not-Spot’, with a SUK2 can communicate with the DCC via just one meter in a ‘Hot-Spot’ with a SUK2.
(vi) Two meters fitted with SUK2, do not form a robust mesh.
(vii) The more SUK2 that are installed, (whether in Hot-Spots or Not-Spots), the more resilient the RF mesh becomes.
I hope this helps.
tonyj
With regard to BI, this is what CyanConnode said in December:
“This is CyanConnode's first Licensing Agreement and the terms of the contract grant Beijing Instruments the right to use CyanConnode's reference designs to manufacture its AMI RF modules and gateways. Beijing Instruments will pay a license fee each time a RF module and/or gateway unit is manufactured, for a total number of modules and gateways over a two year time frame totalling USD 4m.”
So BI have will have about 14 months to manufacture USD 4m worth of RF modules.
However, the question must be, does BI have any orders for meters with RF modules?
I hope this helps.
Tonyj
I’m afraid you have totally misunderstood the technology. In the SMETS2 installation, there are no Data Concentrator Units (DCU).
And, it’s a good thing for CyanConnode that:
“Where 2/3G cellular signal is unavailable (areas known as not-spots), a dual communications hub, which has CyanConnode's RF mesh technology embedded into it, is installed on the meter. Typically, to support the installation of a dual communications hub in a not-spot, approximately four further dual communications hubs with 2/3G cellular communication need to be installed to form the local RF mesh network.”
This is because if there was no need to form a RF mesh then only about 480k meters (2%) would be fitted with the dual communications hub, (the other 1.92m meters fitted with the dual communications hub are required to form the RF mesh).
The current difficulty CyanConnode is facing is that installers don’t understand the RF mesh, and how it works. Consequently, when they install a dual communications hub and it doesn’t work, (because there is not another dual communications hub for it to communicate with), they take it away because they have a limited supply of the dual communications hub, and also because it is more expensive than the single communications hub. I suspect expect that it will be at the end of the SMETS2 rollout that dual communications hubs will be deployed, which is several years away.
Here’s a link for you:
https://www.smartdcc.co.uk/media/2026/smart_radio_-_mesh_street_demo_-_28042017_v20.pdf
You will see in that presentation 0.75% of meters will require RF mesh (180k), which extrapulates to a total of 900k meters that will require dual communications hubs.
I hope this helps.
Colourbounce
What a very strange sentence when you consider that on 9 July 2019, they made the following public announcement:
“CyanConnode reconfirms that it believes that 10% (2.4m) of SMETS2 meters, will be fitted with the Toshiba dual communications hub and that its contract with Toshiba will ultimately deliver a total of approximately GBP25.7m of revenue.”
Connode’s SMIP contract worth £4.4m (less amounts already received)
Telefónica’s SMIP contract is to provide communications with the DCC using a cellular gateway. A communications hub is mounted on the electric meter and there are three variants, SUK1 which is cellular only, and dual communications hubs SUK2 and SUK3 which have Connode’s RF mesh technology embedded.
https://www.youtube.com/watch?v=kiPKxzgm9mU
Where the cellular signal is poor, a dual communication hub is installed, (SUK2 or SUK3), and a cellular antenna is connected to the hub to acquire a cellular connection. Where a meter does not have any cellular signal, a dual communication hub is installed, and mesh is then used to link it to another meter with a dual communication hub that has cellular connectivity.
https://www.smartdcc.co.uk/document-centre/communications-hubs/communications-hub-product-information/
In February 2016, Telefónica said ”Mesh will be required at less than 1% (195,000) of all premises.”
https://slideplayer.com/slide/10243641/
In September 2016, Telefónica said “Today Telefonica covers 95% of premises in the South & Central Regions – Source Telefonica street level measurements. Antennas will increase that coverage by 2%, taking premise coverage to 97.0%. Mesh then provides a further 0.75%, taking the coverage to the required 97.75%”
https://www.smartdcc.co.uk/media/2026/smart_radio_-_mesh_street_demo_-_28042017_v20.pdf
Connode’s mesh contract with Toshiba was reported to be worth £4.4m and CyanConnode projected that figure would grow to an expected £25.2m, based on an estimate that 10% of meters would need a mesh connection, (being contrary to evidence provided by Telefónica).
https://polaris.brighterir.com/public/cyan/news/rns/story/vw1m09w
Zigbee is used for the Home Area Network (HAN), for connecting the in-home display and gas meter (if present). In Telefónica’s SMIP contract, Zigbee does not compete with cellular or mesh for a gateway to the DCC and improvements to Zigbee will not alter the value of the Connode contract.
After reviewing the above information and considering that since 2016 Telefónica has improved its cellular network, it is my opinion that it is very unlikely that the Connode contract will be worth any more than that contracted in 2013, (£4.4m).
LTI
To reiterate “Hybrid RF Smart Mesh and Cellular communications network”, refers to the technology used for existing Indian orders and deployments, (including the order announced on 3 April), and is in my opinion, an accurate one-line description.
You could corroborate the same at the AGM or sooner by contacting Anil:
https://www.linkedin.com/in/anil-daulani-0a35ba14/?originalSubdomain=in
LTI
Here a Telefonica slide show which may help.
https://slideplayer.com/slide/10243641/
In SMETS2:
Cellular is the Wide Area Network (WAN)
RF is the Neighbourhood Area Network (NAN)
Zigbee is the Home Area Network (HAN)
https://image.slidesharecdn.com/mwc2014telefonicadigitalsmartmetering-smip-140304052552-phpapp02/95/telefonica-smart-metering-value-proposition-9-638.jpg?cb=1393910794
LTI
The video clip is headed ‘This video shows the manufacturing process for the production of the CyanConnode Gateway by Syrma Technology’. The gateways and modules are manufactured in the Bawal Facility. If you watch the clip closely you will see ‘Made In India’ appear on the PCB. See the next clip about the Bawal Facility.
https://youtu.be/2mq51KpPbpU
The refence “Hybrid RF Smart Mesh and Cellular communications network”, relates to the existing solution of modules communicating with GPRS gateways, which is the correct description, and such description may help to promote CyanConnode in India.
I believe Cyanconnode also intends to develop a RF/GPRS module in due course, which will operate in a similar way to the Toshiba SUK2.
https://www.google.com/imgres?imgurl=https%3A%2F%2Fimages.slideplayer.com%2F34%2F10243641%2Fslides%2Fslide_4.jpg&imgrefurl=https%3A%2F%2Fslideplayer.com%2Fslide%2F10243641%2F&docid=QT8vlmFxD84BFM&tbnid=M5K5WVWO7p4w2M%3A&vet=10ahUKEwiOnMmA1ovhAhWrxaYKHQOAApUQMwhAKAAwAA..i&w=1040&h=720&bih=958&biw=1920&q=Telefonica%20Communications%20Hub%20variants&ved=0ahUKEwiOnMmA1ovhAhWrxaYKHQOAApUQMwhAKAAwAA&iact=mrc&uact=8
And for doubting Thomas, here's the video clip of the “Hybrid RF Smart Mesh and Cellular communications network” gateway being manufactured:
https://cyanconnode.com/news-events/licensing_agreement/
The “Hybrid RF Smart Mesh and Cellular communications network” is the Omnimesh solution that is currently being deployed in India; I believe the description used in the recent RNS has caused undue excitement.
For the avoidance of doubt, the Telefónica SMETS2 contract can also be described as a “Hybrid RF Smart Mesh and Cellular communications network”, albeit cellular is dominant.
JW
The DCC is currently working on a solution to update SMETS1 to facilitate communication to it.
https://www.baringa.com/en/insights-news/blogs/november-2016/smart-transition-from-smets-one-to-smets-two/
With regard to the Telefonica contract please see:
https://iot.telefonica.com/press/telefonica-signs-eu178bn-uk-smart-meter-m2m-deal
https://cyanconnode.com/uk-smip/