Lantronix, Inc. LTRX introduced its latest offering, the Open-Q 8550CS System-on-Module (SOM). Powered by Qualcomm’s Dragonwing QCS8550 processor, this production-ready module is designed to bring low-power, high-performance AI and Machine Learning capabilities to the Edge computing. This innovation aims to accelerate the development of AI-driven applications across a broad spectrum of industries like smart warehousing, manufacturing, transportation, logistics and retail.
Lantronix’s Open-Q 8550CS SOM is built specifically to meet the extreme Edge AI demands, making it an ideal solution for advanced video applications, robotics, drones, industrial automation and smart warehousing. This Lantronix platform exhibits characteristics similar to all its embedded compute technology and delivers a full solution with hardware, software, Device Management, and services, allowing customers to accelerate time to market.
Lantronix Open-Q solutions are TAA and NDAA-compliant, ensuring a minimum of 10 years of longevity with strict quality control. With more than 20 years of expertise, LTRX has delivered more than 1,200 hardware and software projects, fostering reliability and innovation.
The state-of-the-art solution is a high-performance, power-efficient computing platform designed with best-in-class AI capabilities, security and connectivity. It has a powerful 4nm Octa-core CPU (up to 3.2 GHz), Adreno A740 GPU, dual AI engines, and strong security. Supports Wi-Fi 7 (5.8Gbps), up to 8GB LPDDR5 RAM, 128GB UFS storage, and runs Android 13 & Linux Yocto Kirkstone. It also features a Computer Vision Engine, multiple camera/display ports, and Qualcomm Sensing Hub 3.0 for top-tier AI, multimedia, and connectivity performance.
This platform boosts video conferencing, AGV pathing, smart camera quality and Edge AI scalability with octa-core computing and 48 AI TOPS tensor performance. The platform handles 3D rendering and computer vision with Adreno 740 GPU, ray tracing and 4K/8K video support while enabling Edge AI with 2.5G and 10G Ethernet.
To support developers in evaluating and integrating the Open-Q 8550CS SOM, Lantronix offers a comprehensive Development Kit. This kit provides a fully-featured carrier board exposing all I/O interfaces, support for multiple camera configurations (C-PHY and D-PHY MIPI CSI, GMSL), AI accelerators for always-on applications (voice, contextual data, sensors) and comprehensive connectivity options, including Gigabit Ethernet, GNSS and DisplayPort. This kit is designed to reduce development time, allowing developers to quickly test, validate and deploy AI-powered solutions.
Apart from hardware and software, Lantronix Engineering Services provides turn-key product development support for Open-Q platforms and kits. With expertise in more than 1,500 successful products, the team specializes in camera tuning, voice control, machine learning, RF and mechanical design and power optimization. Offering cost-effective solutions, Lantronix helps developers bring innovations to market faster.
Lantronix strengthens ties, collaborates with local enterprises and demonstrates its advanced IoT solutions for digital transformation across industries. Recently, it showcased its state-of-the-art embedded compute, Industrial IoT (IIoT) and out-of-band management solutions at the Embedded Tech India Expo 2025. The company’s IIoT portfolio consists of high-performance routers, modems, IIoT cellular gateways and telematic devices designed to ensure reliable connectivity, remote management and real-time data processing.
The company also displayed its SmartLV, the first AI-enabled IoT Edge Compute Cellular Gateway, at Embedded World (March 11-13, 2025) in Nuremberg, Germany. The SmartLV demo exhibited real-world applications, including real-time monitoring of power consumption in low-voltage grids. By integrating this data with real-time pricing information, grid operators can optimize power distribution while users can effectively manage costs.
LTRX is expanding its partnership with Qualcomm to bring AI-powered real-time analytics to edge systems. New projects include banking analytics, electronics quality control and smart farming. Lantronix remains focused on gaining customers and securing design wins.
Despite acquisitions and innovation, challenges continue in IoT System Solutions, and Software and Services. In the second quarter of fiscal 2025, Embedded IoT Solutions revenues declined due to reduced orders from key automotive customers and a slight enterprise market slowdown. LTRX faces stiff competition in the computer-networking industry from the likes of RADCOM RDCM, Cisco Systems CSCO and NETGEAR NTGR.
Tel Aviv, Israel-based RADCOM specializes in providing cloud-native, automated service assurance offerings for telecommunication operators for 5G networks.
The strength of the company’s cloud and Gen AI-based assurance solution bodes well. The company remains focused on innovation, AI and automation, continually investing in research and development to strengthen its leadership in 5G assurance, expand its solution offerings and support operators in their transition to next-generation networks.
Driven by healthy momentum, RDCM provided revenue guidance for 2025. It expects 2025 revenue growth between 12% and 15%, with a midpoint of $69.2 million. This implies a 13.5% increase from 2024. For 2024, the company recorded revenues of $61 million, marking an 18.2% year-over-year increase, and the fifth consecutive year of revenue growth and increased profitability.
Headquartered in San Jose, CA, Cisco offers identity and access, advanced threat and unified threat management solutions.
CSCO is benefiting from solid demand for its AI infrastructure solutions, with orders worth more than $700 million at the end of the first half of fiscal 2025. It remains on track to surpass $1 billion in AI infrastructure orders in fiscal 2025. The increasing deployment of AI-powered robotics and industrial security augurs well for CSCO’s industrial Internet of Things business. In the first half of fiscal 2025, orders grew more than 40%, along with growth of more than 50% in the second quarter of fiscal 2025 alone.
Cisco’s security business is being driven by robust demand for both Cisco Secure Access and XDR. Both solutions, on a combined basis, have amassed more than 1,000 customers in the trailing 12 months. Each of the products has roughly 1 million enterprise users.
Based in San Jose, CA, NETGEAR is a leading provider of advanced, high-performance and premium networking technologies and Internet-connected products for consumers, businesses and service providers.
Strength in the NETGEAR for Business (“NFB”) segment and the premium products portfolio within the Connected Home business bodes well. Driven by momentum for ProAV managed switch products (which grew year over year in the double-digits), revenues from the NFB segment jumped 14.9% year over year and 2.9% sequentially to $80.8 million in the fourth quarter of 2024. Efforts to expand the Wi-Fi LAN business are other tailwinds.
However, management highlighted that within the NFB segment, though demand for its ProAV line of managed switches remains robust, it is witnessing lengthy lead times for supply. This is likely to result in lower shipping of these products in the first quarter, leading to a muted revenue performance.
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