Featured Post

It's an ex-uBeam...

Just shy of its 10th birthday and with between $40 and $48 million of investment (estimated), it appears uBeam (recently Sonic Energy ) has ...

Showing posts with label airpower. Show all posts
Showing posts with label airpower. Show all posts

Sunday, May 26, 2019

State of Wireless Charging in May 2019

I have to apologize for the low rate of postings - basically I'm slammed with work, personal ventures, and home/family. I'd like to be writing more, and talking about what I'm doing, but that's just not going to happen for a while. Hopefully more at the end of the year, but for now I'll use the long weekend to try and get at least a couple of articles done.

AirPower and Qi
My last article on wireless charging, noting the disappointment of AirPower and PiCharging (Spanse), got some mixed responses. Some industry insiders were not pleased with my portrayal of Qi as limited, and suggested that if I were to review a premium phone with the associated official charger that I'd have a different opinion. I agree that in a perfect world Qi can achieve some reasonable charge rates, however my hope for AirPower was that Apple removed the need for consumers to worry about positioning and would make it a seamless experience. Just "drop and go" and it's charged when you pick it up an hour or two later - but they couldn't do so. 

The problem isn't Qi's performance under ideal conditions, it's that if you need the ideal setup, a premium phone, and the expensive charger, then many users get a sub-par experience and then that experience taints things from there on out. You don't want consumers to think it's pointless? Give them a great experience first time out, and then that becomes the expectation and when there's a cheap knock-off charger that's $50 cheaper but charges at 1 W not 7.5 W they blame the cheap charger, not Qi. Let there be a tainted ecosystem where for years it's a crap shoot how things go then the standard gets blamed instead.

The reality of things is that consumers are dumb, and will take the cheapest and laziest route on everything. For example, I went to Amazon and typed "wireless charger Pixel 3" and I see the official Google wireless charger for ~$80 (4 star review) and an LK charger for $16 (4 star review). I understand this stuff and can't tell what the difference is, the average person has no chance. I have no idea if LK is any good or not, but is it 5x better than the Google? That's the price point most people expect, and are going to have a hard time justifying that extra $64. Now does that $16 charger work fast and well, or does it fail to charge due to positioning on a regular basis, or charge slowly? (I'll try and let you know in a few days, I just ordered it) If it fails on even a couple occasions and you lose phone use during the day because it didn't charge overnight then people start to default back to "just plug in with the wire that came with the thing". For the Pixel 3 that wire is an 18 W charger, and that's noticeably fast.

So can Qi be great when all is good with the setup? Yes. But if a consumer has to know the exact setup to use to get that then the $16 base unit sets the expectation, not the $80 one.

Update 28th May 2019: A reader tells me "The reason it (the Pixel Stand) costs $79 is not because it charges faster or with more placement forgiveness than some 3rd party charger like LK (although it does offer a proprietary 10W mode, so it should charge a Pixel3 somewhat faster than LK). Rather, the 'Google Screen' feature is why it is priced very high.  You need to use the Pixel 3 phone to unlock this feature, but it is really cool, IMHO... To simply take some Samsung or Apple phone and compare its charge rate on the Pixel Stand vs. the LK and obviously conclude that it is not worth the extra $64 is a waste of time and misleading." Seems a fair point, and I do have a Pixel Stand on the way too, I'll compare them in more than just the charge rate. Still, I had no idea there were even such features in the stand so I think my point on poor marketing of what may be excellent features stands!

It was also pointed out to me that what I was saying about the frequency of operation didn't make too much sense, which on rereading was a fair point. What I wanted to say came over badly, and there was no easy way to fix it, so I deleted it. Thank you for that feedback those who sent that comment.

Pi/Spanse and Qi
So this was the more interesting one, it seems. I had pointed out that I had thought Pi would be a success in part due to the use of the existing infrastructure of the inbuilt Qi charger, but that I was now confused as they talked about the need for a proprietary charging case didn't go down well with users. 

When I had written the first Pi article, I'd seen the original paper on the technology working at 6.78 MHz, and spoken to a couple of people I knew and trusted who had connections to the company and the answer came back "yes they shifted to 140 kHz". I also emailed the founder and specifically asked this question though didn't get a response (should have raised a flag there). I then went on to write the article based on that, and there's a lesson here for me in not believing something until I've seen it in verified. I think someone should start a blog about that...


Well suspicions now seem to be confirmed. If you go to Spanse's website you can see the "Source" that they are now essentially selling is a large Qi charging station that works with up to 6 devices and thick cases, for $189. Sure you get wifi for updating and a USB port for wired charging, but I've already got that in my laptop, or a wall socket, for a lot less. Now personally I don't have 6 devices that need charged, and I'm wondering if it's 12 times better than that LK charger I just ordered. It seems a bit large for bedside table use, so is it aimed at a kitchen table for a family, or an office? The generic image above shows it charging an iPad, but look closely and you'll see the iPad is wired charging, and given either the wall socket the Source is plugged into, or the laptop nearby, could have done it I'm struggling to see the clear use case. 

Importantly, the at-distance part is gone. What exactly happened is unclear, but rumours seem to be that the near-contact Qi charging was conflated with the at-distance charging that would need a proprietary case and a higher frequency. People I've chatted with who have some connections call it an honest mistake and miscommunication, but if true then I'm calling bullshit on "honest mistake" when the key aspects that made this interesting happen to not be true. Everyone knew what people wanted, and it was the convenience of modest charge rates at a modest distance, with pre-existing charging infrastructure. Add in the requirement of a new expensive case, and it's just another also-ran.

Ossia
Ossia (wireless charging with RF, very similar to Energous) announced a deal for wirelessly charging IoT asset trackers in Walmart warehouses

...guards and associates will wirelessly power the asset trackers at warehouses’ guard shacks, ensuring the trackers are charged before they’re attached to incoming trailers, crates, pallets, and packages.

While the wording in the article seems to be ambiguous and points to also charging the handheld devices the employees use, I expect that fundamentally this is using their 2D array to locate and charge the small low power trackers that go on boxes and pallets in warehouses. Given that active RFID work at up to around 100 mW in short bursts (from recollection), a high microWatt, low milliWatt source that saves employees a minute on each tag across thousands of tags will be economically viable. From what I've seen, this is basically Powercast's business model and they've been out there for years quietly serving the market without the fanfare or exaggeration of Ossia or Energous.

Interestingly the Ossia VP interviewed talks about the "proof of concept" which makes me wonder if this is just a demo for Walmart and not an actual sale/rollout. Regardless, this very low power, intermittent need, in an industrial facility, which is the kind of thing that wireless power at-a-distance is actually suited for. It's one of the reasons all the companies talk about charging your phone fastert than a wire at multiple meters, but then move to "trickle charging" and then IoT, and then eventually out the consumer space entirely. All of them. No surprise, it's where they all inevitably go after having exhausted all the alternatives (and investor money).

Energous
Very briefly on Energous - I wondered if they would make their raise given the price of the stock, but it seems they did raise a further $25m from stock, and so now have cash to make it to early Q1 2020 assuming no reduction in staff or compensation. (I was told they had trouble selling that, cancelled the first offer and tried again, and ended up getting it from a short seller group, which is ironic. I have no confirmation on this, so take it with a pinch of salt) This still isn't enough to see them to revenue, given their own statements as to even the best case for products, so we'll be back here at the end of the year with the same thing again. We're also still waiting on any products with "WattUp" in them, such as the hearing aids (sorry, PSAPs) that were promised in no more than 90 days about a year ago. Don't hold your breath on those products.

Lastly, investors seem to be catching on, and share price for WATT has dipped and is now around $4.55. Tracking the stock price for the last year, it's not looking good for them. At what point do the institutional investors realize they've been had and bail?



uBeam
Last and definitely least, uBeam. So little going on here compared to the others, Ossia and Spanse at least have technology that can sell even if it's not a wow, and Energous are quite entertaining, but what is happening with my former company? They're continuing to be fairly low profile, as they (presumably) try to package up IP and at least pretend there's a workable product in there somewhere to either licence or sell the company. 

I took a look to see if there had been any IP filed - generally you see what got filed about 1 year or more ago, and can tell what the company was working on at the time (not 100% certain, sometimes you still patent dead end paths). I was quite surprised by what I found looking at their filings. Now it's often hard to tell what are applications, what are grants, and what are just repeats in the system, but when you see that the most recent patent (10,252,908) was submitted in Feb 2018, that almost all the people listed on it had left the company 1 to 2 years prior to it, and that my name was one it as well, you can tell they're really not producing much new. In fact, going back through them I can see one other that was filed in 2018, and that's also from an employee who left in 2016. Maybe I'm missing a trove of them at the USPTO, but it looks like the bulk of the filings come from people who were there in 2015 and not much beyond. How do you sell a company based on IP when you've not produced new IP in years, the people who did produce that IP have long since left, one of them writes a blog criticizing you, and there's no product?

It seems that uBeam might now hire a third person since their (supposed) $25 million fundraise over 14 months ago. This time, it's a Chief Commercial/Revenue Officer.

uBeam is seeking to hire a Chief Commercial Officer/Chief Revenue Officer. uBeam is the inventor of ultrasonic power-at-a-distance Always-On Wireless EnergyTM, utilizing ultra-safe ultrasonic array technology to deliver reliable, long-range wire-free charging. By developing proprietary transducers, transmitters, receivers, and custom enterprise software, uBeam’s technology delivers usable power to devices ranging from portable electronics, medical, aerospace, automotive, and in particular IoT devices and networks. Significant revenue-generating experience in these fields, coupled with successful B2B licensing experience is essential. Experience in acoustic technology, phased array radar or ultrasound is also highly beneficial.

So "Always-On Wireless Energy" is their new tagline I guess, since it gets a 'TM', although no-one bothered with a superscript. Apparently the technology is not just safe but "ultra-safe" which I'm not sure the definition of but given the emphasis here, they must be feeling a bit of vulnerability on this front. I don't follow why a C-level "revenue" officer needs to have tech experience but bizarrely they want someone with "significant revenue-generating experience in these fields" and I'm not sure who that could be because quite literally no at-distance wireless power company has ever done that - not Energous, not Ossia, perhaps only PowerCast that actually have had a product on sale for a while.

Lots of references to dealing with board members in the ad, as well as fundraising. "The CCO/CRO will be required to present to the Board of Directors on a regular basis, and from time to time will be involved in fund-raising activities on behalf of the company.", "Successful experience in fund raising and pitching to investors.", "Have considerable experience presenting at Board of Directors meetings.", and "Ability to efficiently interact with board members."

It's a bit odd to be looking for a C-level hire via regular job board postings, those are mostly done via word of mouth, personal connections, and specialized recruiters. As someone on the EEV Blog pointed out - sounds a lot like the role a CEO should be doing. Is the uBeam CEO looking for a scapegoat already, or is this a replacement?

Phrasing also indicates they're aiming for markets outside the US, which on the one hand you can understand because the professed model needs contract manufacturers which are still heavily in China, but given every other country outside the USA definitively has a 115dB or less ultrasound limit (1000x less power than at the professed 145dB), the product is not viable there unless they ignore the law. "Experience in dealing with issues on an international basis: understanding of the North American and European landscape (knowledge of the Asian market would be a plus)."

As far as I know, this is a new position, so not from the Perry era and gives a confirmation to the business strategy the company is taking - B2B licensing, with contract manufacturers, and keep it going long enough to bamboozle for another round of investment.

Oh and apparently "Benefits that are 2nd to none!". Yeah, I'm going to call bullshit on that. How much PTO? How much in RSUs and bonus? Sabbaticals? Educational supplement? Matching 401k? My recollection (and that of more recent departees) is good benefits for a startup, but can't match that of larger companies.

Last thing for this article - uBeam don't post much on social media like LinkedIn so it was interesting to see them link to this safety article from the CTO of Wi-Charge (laser based power delivery)

Forbes just put out a good new article on wireless charging. Wireless Charging can take on many forms, but not all of them are safe and effective. uBeam's ultrasonic wireless power is a differentiated technology that can safely transmit energy over the air across long distances to charge a wide array of electronic devices. 

The premise of the piece was on regulatory and safety aspects of wireless power, yet uBeam used it to claim safety for their own system. Now we don't know what uBeam have (cough), and they do claim "third party testing" has proved it safe, but never released those reports, despite questions on how they can do what they claim at 145 dB when it exceeds sound limits around the world. For those wondering about various limits, I have a list here.

I have to wonder - do they know and know they are lying, do they deep down suspect and are avoiding checking so they can pretend to themselves they aren't lying, are they just that dumb, or are they true believers? The psychology of this is fascinating, as perhaps each person pretends it's not their responsibility and keeps cashing the paycheque. I really want to find this out someday, sadly I think it's just going to be one of those mysteries.

Sunday, April 21, 2019

Wireless Charging in 2019

Things aren't looking so good for wireless charging in 2019. There have been a few announcements in the last few weeks that have not been positive for the industry as a whole. Let's start with the big one:

Apple and AirPower
After over a year of delay since the announcement, Apple finally cancelled AirPower, their multi-device charging pad, based on Qi. This pad was supposed to be able to charge your iPhone, Apple watch, and Airpods all at one time, just dropping them onto the pad. Qi uses inductive charging to transfer power over no more than a few centimeters, though in practice it needs to be in contact.



Apple's statement from a Senior VP of Hardware Engineering:

“After much effort, we’ve concluded AirPower will not achieve our high standards and we have cancelled the project. We apologize to those customers who were looking forward to this launch. We continue to believe that the future is wireless and are committed to push the wireless experience forward,”

Qi had some limitations - the charged device needed positioned carefully to ensure good charging, was only one device at a time, regularly managed only a couple of Watts charging, and had something of a transmitter/receiver interoperability nightmare - much of the variability happening due to individual device or imperfect positioning. AirPower was supposed to use Apple's technology and market power to overcome all of those and make it simple, easy, effective. While Qi had some limitations from the initial design, it wasn't beyond the realm of possibility that someone with the pockets and infrastructure to force the market in one direction could make it good enough (even if not perfect). 

There must have been tremendous pressure within the company to make this work, having made a major public announcement. Apple even spent over $100 million to buy PowerbyProxi, who had claimed to have solved all these issues. Apparently not, and it would be interesting to see if PbP could actually do what they claimed when bought. It's likely heads will roll over something like this, it's a major screw up and not something to be taken lightly.

Reportedly, the issue was heating - not enough power getting to the devices, for too much heat in the pad. Those inefficiencies come back to bite you, even if you are willing to pay the $ cost of it. What were the likely tradeoffs? Likely adding many small transmit coils to be able to work with any placements of receivers, while determining it's a genuine receiver and not a piece of metal, while limiting crosstalk between coils, without exceeding FCC limits for safety, while making it a simple seamless user experience.

I actually thought Apple would pull it off, after all if anyone is going to it would be them, and other arms of Apple thought so too, with images of AirPower showing up in the documentation for the recently released new AirPods. Perhaps it mostly worked but that's not good enough for Apple, or that there were still some placement issues, or that there was a small chance of something overheating which when you sell 100 million+ a year becomes an inevitability. I was confident enough they'd release it that I even made some statements about it in a recent interview, so of course they then immediately made me look like an idiot. :)

So even with the resources of the largest company in the world, multiple years, working from a known standard, and at zero distance, wireless power beyond the most rudimentary we already have can't currently be made to work satisfactorily for consumers. What does this say about the Energous, Ossia, and uBeam's of the world who want to charge as many devices, at the same charge rate, with new technology at multiple meters? For $100 million, Apple could easily buy one of them to replace AirPower (in face, Energous share price spiked slightly as delusional fanboys claimed this was an opportunity - the same fanboys that likely claimed AirPower had Energous in it when announced...) - yet they don't.

What does this mean for wireless charging moving forward? I'd say don't expect any changes soon, but perhaps Apple have learned enough that a future product will be good enough - but no matter what, nothing will ever be as fast, efficient, safe, and low cost as a wire. 

Pi Charging is now Spansive
About 18 months ago I wrote an article on Pi Charging, which used Qi but tried to 'shape' the fields to extend the charging range into the 10s of centimeters, and would work from a cone shaped object that would sit on a bench or table. It seemed ambitious, but not ridiculously so that it wasn't achievable - range was not excessive, charge rates normal for Qi, so I was fairly optimistic they'd get somewhere with it. As recently as 6 months ago they were still promoting it, but it seems the company has now undergone some changes and has rebranded as "Spansive".

According to the CEO, the user testing did found that the cone took up too much desktop space, and that the users did not want a custom case but rather just want to use "brand name cases". Now this seems odd, as in the original article it seemed that they were using the built in Qi capability, and in fact that's one reason I thought it would be a success, as it operated with existing infrastructure. Interestingly, this data says to me that wireless charging is of so little utility to consumers that they won't swap a case or put an Alexa sized hub on their desk. The co-founder then goes on to say:

“Qi is just not designed, even philosophically if you talk to people at the Qi standard, it’s not focused on one foot, two feet of range.” says MacDonald. “It’s really focused on surfaces and areas rather than volumes.”

This is odd, as it's no surprise what the Qi standard was when the company raised its $14m Series A. Next they say they'll be working with partners to licence its "volumetric" tech in specific products, with the usual "wireless headphones" listed. Mentioning licensing without specifics is usually code for "we've got nothing" so I'm not holding my breath here.

In the blog post, the co-founder talks of essentially a flat plate or container where you can place multiple phones and not worry about orientation, and is Qi compatible (despite the noting of its limits). So... AirPower? Constraining their "volumetric" technology to a plane? Who knows, but there was plenty of waffling and marketing speak to get me concerned - when you say "It will ship imminently" without giving a date, it makes me laugh. Let's see what they do in the next few months.

After AirPower, seems I'm now 0 for 2 in predicting wireless charging product launches...

Next I'll try to write on Energous, they continue their downward share price trajectory, have yet to have a commercial product available, and may have even struggled to complete their share offer which, if true, puts them in a position of running out of money in the next few weeks.