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LoRa vs LTE-M vs Sigfox
Or why the IoT is at risk of being stillborn
There‘s a battle going on for the infrastructure technology that will support the Internet of Things.
Currently the three most talked about contenders are Sigfox, LoRa and LTE-M. There are a lot of
other alternatives and it’s quite possible that none of LoRa, Sigfox nor LTE-M0 will win, but that’s
another story. If you search for LPWAN (Low Power Wireless Area Networks) you’ll see that the
battle for supremacy is a hot topic. It’s largely because of the impending loss of the GPRS networks
which power much of today’s M2M business. As a result, almost every day you’ll find another article
debating their respective technical merits.
I’m going to argue that these comparisons miss the point. Which technology will win depends far
more on the business model than on the underlying technology. The three technologies listed above
are interesting to compare, as they exemplify three significantly different approaches to an IoT
business, which can be broadly summed up as:
Sigfox – become a global Internet of Things operator
LoRa – provide a technology that lets other companies enable a global Internet of Things
LTE-M – evolve an existing technology to make more money for network operators
Between them they promise to help us get to the predicted 50 billion connected devices in 2020. A
winning solution could allow the IoT to take off and make its supporters a lot of money. The ones
that fail may be limited to niche applications and lose investors hundreds of millions of dollars. Only
one is likely to win. It’s also possible that all of the current pretenders could lose. So let’s forget the
technology and look at the business models.
+++++++++++++
The Internet of Things (IoT) has been around as a phrase since 1999, when the phrase was coined to
describe the potential of RFID. Since then it has evolved to cover all forms of sensors which send
data to
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