Freescale's hardly the first chipmaker to step into the Internet of Things arena. A number of chips are already working in a number of devices, from wearable fitness trackers to the upcoming Google Project Glass, making the Internet feel more like a part of your body. Texas Instruments (NASDAQ: TXN ) has gotten small and simple with bare-bones Wi-Fi chips that could pair with Freescale's microcontroller to transmit information -- if only they were a little bit smaller. No one has come up with something this small yet, and there's a reason Freescale believes that the tiny new Kinetis micro-controllers could be used to track users' health from inside their own bodies:
The drawback to this chip, which Freescale claims is 25% smaller than any other ARM-based microcontroller, is that it might actually be too small to pair with existing Wi-Fi chips -- Freescale doesn't include wireless connectivity on the Kinetis, for obvious reasons. For comparison (although there's no real sense of scale, unfortunately), this is TI's flagship Internet of Things Wi-Fi chip:
It may be a little tough to compare the size between pictures (just how small is that washing machine?), but TI's product description places the size of this chip at 16.3 millimeters by 13.5 millimeters. That's almost 60 times the surface area of Freescale's mini-microcontroller. Intel (NASDAQ: INTC ) has also been working on tiny Wi-Fi chips for years, but the greatest obstacle to scaling down in a manner approaching other chips is the continued use of analog components, which aren't subject to the same Moore's Law miniaturization processes governing transistors. Intel unveiled what it called "the first complete Wi-Fi digital radio" last year at its developer forum, and the commercialization of such a product would easily make tiny communicable computers-on-a-pill real and effective.
There are bound to be plenty of uses for this tiny microcontroller, even if Freescale has to make do without a paired Wi-Fi chip for the time being. General Electric (NYSE: GE ) has been developing its own version of the Internet of Things, called the "industrial Internet," and dozens (or hundreds) of tiny Freescale chips might serve as a distributed sensor network in jet engines, wind turbines, or MRI machines, each connected to a central transmitter. Or the devices might be used to monitor manufacturing lines, with a chip attached to each component and scanned as it moves through the process. Even so, these chip-without-a-connection ideas are only going to be stopgaps on the road to the ultimate goal: man and machine, two great things that go better together.
How long will it take from the first implanted microcontroller to the first Star-Trek-like cyborg? Maybe we'll find out soon enough.
For GE, the recent financial crisis struck a blow, but management took advantage of the market's dip to make strategic bets in energy and technology. If you're a GE investor, you need to understand how these bets could drive this company to become the world's infrastructure leader. At the same time, you need to be aware of the threats to GE's portfolio. To help, we're offering comprehensive coverage for investors in a premium report on General Electric, in which our industrials analyst breaks down GE's multiple businesses. You'll find reasons to buy or sell GE today. To get started, click here now.