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Cables Remain - Even in a Wireless World
By John MacWilliams, Bishop & Associates, Inc.
Many high volume cable
assemblies are tied to equipment and peripheral input/output (I/O)
applications. Some examples include: RJ11, RJ45, USB, IEEE1394, and a
variety of other cable-end jacks and docks for PCs, peripherals, PDAs,
mobile phones, and many other consumer devices.
Background
The volume of I/O cable assemblies has waxed and waned over the
years in telecom, computer, and consumer electronics. These cycles occur
as new interfaces are invented and older ones recede, although with
connectors it is usually a slow process. The areas where we saw the most
volume in recent years were dial-up internet connections, local area
networks, host-to-peripheral serial, and USB in general.
Billions of I/O cables and connectors have been sold with the volume
leaders being RCA jacks, RJ11, RJ45, and USB ─ which will soon, if it
hasn’t already, surpassed the others. There are also a large number of
other cable assembly applications in computer, telecom, industrial,
medical, and mil-aero, when taken as a whole represent an excess of $10B
per year.
The
proliferation of mobile electronics has intensified the need to untether
devices from their hosts and has created a higher demand for mobile
office and personal electronics products. Bright minds have been at work
conjuring up new types of wireless connections for the home, office, and
mobile warrior. This gave birth to the 802.11a, b, and g (WiFi
standard), as well as other emerging wireless standards. These include
very short range pico-LAN wireless connections conceived at Intel,
Ericsson, Motorola, and others. It was thought that the 802.11 standard
would replace wired Ethernet up to 100m, and pico-LANs (i.e. Bluetooth)
would be used to reduce cable clutter, untether mobile devices, and
allow host-to-peripheral connections within a few feet of each other.
These inventors had noble objectives, knowing that if they were
successful, these emerging technologies would be open to all
competitors. This would result in an increased number of applications
and suppliers, reduced costs, and create huge benefits to the user
community. Largely, their desires have been met. Basically, they wanted
to:
1.
Increase volume and create new markets for
computer, communications, and consumer electronics that would benefit
component and system manufacturers as well as end-users.
2.
Create hyper-volume markets for silicon ICs, which would be the engine
of growth.
3.
Reduce cost and complexity by eliminating legacy connections and cables.
4.
Reduce cable clutter. This issue was
foremost at Intel., As time went on, even more compelling reasons
surfaced ─ WiFi became a premier “killer application” driving new PC
sales, with Bluetooth a little slower out of the blocks. The cable
clutter aspect is slow to be realized because it is very difficult to
wipe out legacy connections (see below).
Driven by industry standards and Moore’s Law, WiFi and Bluetooth radio
technology have progressed from discrete daughtercard, to hybrid circuit
and MCM, to single-chip applications. Some examples of chip-level
developments are below:



Future
Both WiFi and Bluetooth have become realities – WiFi more so,
with its application in LANs preceding volume Bluetooth by several
years. Now, Bluetooth is taking-off in personal electronics,
particularly higher end mobile phones and cameras. Both Bluetooth and
WiFi podules are being offered for USB and SD card interfaces, while
many new devices have Bluetooth built-in as compatibility issues are
eliminated.
In addition, several other wireless developments are being organized
into industry consortiums, including 802.16 WiMax and Ultra Wide Band (UWB).
UWB may supersede bandwidth-limited Bluetooth and wireless USB (WUSB)
may be implemented as an UWB specification. Thus, the future of wireless
seems almost unlimited, except where national governments get in the way
to protect or control the airwaves or future economic glitches delay
deployment.
Connector and Cable Encroachment
The impact of commercial wireless technologies on cable
assemblies has been less than anticipated. Yes, it is happening. Legacy
connectors have slowly declined. Wireless applications have eliminated
some connectors and more cables. But new wireless applications create
demand for other connector products, albeit without cables. One future
example could be that UWB is implemented as a USB port (see Wisair
example above). Instead of a cable, a small USB “dongle” and/or hub
plugs-in to the I/O port and peripheral. The cable is gone but a new
application is created until the function is integrated into the
devices. So, wired alternatives to WiFi and Bluetooth will probably
co-exist for some time to come and other opportunities will surface as a
result of the demand-pull from wireless.
Lets do some simple back-of-the-napkin calculations:
WiFi & Bluetooth (BT) Penetration 2005-2010

What these numbers show
is that while wireless penetration will be high, the number of
connectors may actually increase slightly; i.e. there will be an impact,
but it may not be as great as might be expected, e.g. 7B connectors in
2005 and 8B in 2010. USB is the big sleeper. If UWB rapidly takes hold
in a WUSB format, then a major impact will be felt in USB because there
are multiple USB ports in many systems.
What is your take on this? Will Wireless applications greatly impact the
number of cables and connectors? Or, will there be, as the above
estimate shows, a modest impact?
Additional comments
from Bob Hult, Bishop & Associates, Inc.:
In the short haul, I agree with John's analysis that current and next
generation wireless applications may coexist with increasing I/O and
cable assembly connector volumes.
Most wireless systems will still have I/O ports and antennas that
require coax terminations. There will also be different types of
antennas: 4G, Bluetooth, Zigbee, WiFi, WiMax, and GPS. Growth in these
applications will benefit connector suppliers who have value-added
design and materials technology capabilities.
Long term, hard cable assemblies will most likely decline as personal
entertainment, telecom, computer, GPS, and security devices are
untethered from their hosts. Equipment designers will also minimize
their use of cable assemblies within the box due to cost pressures. But,
conversion to digital circuitry does promote the use of multiple circuit
boards with wire-to-board interconnects. These applications will
eventually be reduced by more highly integrated single-board systems,
and those that use mezzanine stacking connectors between subsystems.
The bottom line is this; innovations such as wireless are both friend
and foe to connectors and cable assemblies. We will always have constant
innovation in the connector industry, responding to these system design
developments with new products and increased volumes well into the
future are what we do.
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