SBT: I don't know if this is a useful or correct distinction to make, but I'm looking at the industrial and the smart building/enterprise sides as two separate segments for SPE -- and I can't say it's really being more aimed at industrial than it is smart buildings, but is that at all a useful distinction to make?
Peter Jones: So it's partly a useful distinction. Clearly the most visible things that are happening are the guys in process control. But there's always a question in the OT world about who's more advanced, Industrial or Building. And I think it's often Industrial, but not always.
And also, when you think Industrial: Every factory has an IP network, a building control network, and a production network -- and they're not as distinct as you think. [In re: Single Pair Ethernet technology uptake] I don't know who's really going to take off first. But I think it's equally applicable. I think, really, what it comes down to is who are the technology providers who first see that this is a key advantage and jump on it.
[In re: the 'Buildings vs. Industrial' market dichotomy] I don't think it necessarily has to be one or the other. They're both similar in scale. I could actually make the argument that it could maybe be Buildings -- because buildings tend to get major upgrades more frequently.
Full discussion of Single Pair Ethernet technology starts immediately at 03:43 below:
