Episode 43

A Peek Into the Future of LoRaWAN - Remí Demerlé - Semtech

Rémi Demerlé, senior leader at Semtech and a long-time contributor to the LoRaWAN ecosystem, talks about where LoRaWAN is heading next as the technology moves beyond its first decade of large-scale deployments.

Rather than revisiting familiar smart metering ground, Rémi offers a forward-looking view into emerging network models and new classes of applications. He explains how real-world deployment challenges have led to the development of mobile and drive-by LoRaWAN gateways, including trucks equipped to collect data in areas where fixed infrastructure isn’t possible. That same thinking is now evolving toward fly-by collection, opening the door to drones and other mobile platforms as part of future LoRaWAN architectures.

Rémi also discusses upcoming work within the LoRa Alliance around network discovery, a specification designed to support these mobile collection scenarios and extend coverage in hard-to-reach environments. He explores how alternative radio modes like FLRC expand bandwidth on existing LoRa hardware, enabling new use cases that sit outside traditional low-data sensor models.

Looking ahead, the conversation touches on how LoRaWAN data feeds into AI-driven analytics, particularly for anomaly detection and operational optimization, and how this combination shifts value creation from connectivity alone to actionable insight. Rémi closes by highlighting LoRaWAN’s growing role in renewable energy, including monitoring and control of solar infrastructure at massive scale, where radio performance in dense metal environments and low operational cost become decisive advantages.

Links:

Remí on LinkedIn

Semtech

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Transcript
Speaker:

Today's guest on Meteo Scientific's.

2

:

The Business of LoRaWAN is Remí Demerlé

a senior leader

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:

at Semtech and a key

figure in the global LoRaWAN ecosystem,

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:

particularly in large scale

utility and smart metering deployments.

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We talk about what LoRaWAN adoption

looks like today, including the milestone

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of more than 125 million connected devices

globally, and why smart water metering

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has emerged as the largest and most proven

use case by volume, no pun intended.

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We dig into how utilities approach

private versus public LoRaWAN networks,

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how the Lora alliance supports long term

investments through interoperability,

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and why alignment with existing

metering standards like DMs, OMS and U.S.

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utility protocols is critical

for large scale adoption.

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Remi explains newer developments as well,

including drive by data

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collection, emerging AI driven analytics

for lead detection,

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and how LoRaWAN is expanding into adjacent

areas like renewable energy monitoring.

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This episode is sponsored

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by the Helium Foundation and is dedicated

to spreading knowledge about LoRaWAN.

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If you'd like to try Harlem's

publicly available global network for free

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and support

the show, sign up at Mexico Council.

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Now let's dig into the conversation

with Remí Demerlé.

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Remí, welcome to the show, man.

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Thank you for coming

on. It's a pleasure, Nik.

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I'm excited to have you on

because you've had so much experience

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with where I think LoRaWAN really shines

and has the most kind of potential

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for global growth,

which is this utilities metering piece.

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Let's start maybe

by talking about the measurable stuff.

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What are you seeing in LoRaWAN

deployments at scale.

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Like what's

what's going on in the world right now?

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Yeah, it's

perhaps a story that started ten years ago

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because in 2025,

we celebrated the ten year anniversary,

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and today we are excited with the onions.

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To repeat that, we passed the 125

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million of connections with LoRaWAN.

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That means installed devices operated

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by different type of network operators.

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So it's also important to mention that

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it's used in many countries

and in many applications.

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Yeah, it is.

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I mean, it's cool to see it

kind of across the world when you think

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about where it's being used

and how it's being used.

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Where does smart metering

have the most potential?

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Is it in a vertical

like just water meters,

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like all water

meters is going to grow the most?

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Or is it more like a place like India,

like India is going to explode?

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Or is it something else

where you think, oh,

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this is where smart metering

has most potential?

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Yeah.

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I mean, firstly, smart water

metering is the largest use case by volume

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where no one that's proven

to be a very good choice for utilities.

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And we have several deployment parties,

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of course, in Europe

and in Asia in Africa.

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And we we them of course, may be

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oh, go back to the origin of low

Lora is a radio modulation

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that was created to perform

better than a phase scale modulation.

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That's, I would say, may be a mystery,

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a caller point that a few people know,

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but it was designed to be more robust

in terms of interference

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because it would be used

in the free license event Ice.

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And then,

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it would have to survive

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through other radio transmissions.

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It has also to perform very,

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I would say some more than 20 messages

that can be numerous.

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But that duty cycle is essentially

in a region like Europe where there is

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a duty cycle that means 1% of your time

you can't speak the rest.

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We must be silent.

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So the use case of smart water

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is really when matched by these

constraints, I mean, low transmission

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but frequent, not so many data transport,

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I would say in bags

plus, alarms press other values.

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Enough.

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So the water metering is a very good case.

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And that's where I'm at.

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The inventors of aloha,

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worked hard to, increase.

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Some I, we say aspect.

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That's

where coming from other radio modulation.

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But here with Lora,

it was also combined with very low power

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local where that comes from I,

we say expertise of Semtech.

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And when Semtech acquired on the radio

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modulation

and all the IP, they combined together

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the capacity to communicate in long

range and, pure transmissions

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with the value of,

small power consumption.

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All together,

it created the Doha, success.

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Yeah, yeah,

I mean, you guys, but I from Nicolas

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and his and his buddies and,

and built something pretty cool with it.

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When you think about private versus

public LoRaWAN

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as Semtech, you kind of see everything

because you're the ones selling the chips.

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What are

you seeing as far as patterns emerging?

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Or it seems like most companies

are just using their own private LoRaWAN.

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But we've seen the rise of

of public LoRaWAN as well.

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Is there something

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there that's interesting to you

that you guys are watching?

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Okay, maybe to, eliminate

a risk of confusion when we say private

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versus public, it's, always the same

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LoRaWAN protocol behind private means.

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It's dedicated to one enterprise,

one perhaps several application, but

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one enterprise and a part open for any,

I would say customer.

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There are multiple examples of

we say I have to get shown that, design

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for example,

for monitoring referees or a campus.

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It's a thought that the private

on the side of public operators, we have,

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for example,

Roche and France, KPN islands,

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but we have also community, network

like the things network

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for that is typically an open

and public community based network.

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Now there are other usage

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of local radio, but for other protocols.

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Not that I'm not one.

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That's explaining why, minion of no chips

sold by Semtech,

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because here on the

I is also used in other contexts.

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For example, we have mesh networks

using Lora or modulation.

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Yeah.

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It's gotten crazy

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in the last year or two at the mesh tastic

and the connect mesh in general.

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Yeah, yeah, yeah, I'm actually

working on a project myself that uses both

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most mesh and LoRaWAN,

so switches back and forth.

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So we'll see

if I can make that magic work.

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But separate conversation. Let's see.

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One of the things that you do is kind of

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build this LoRaWAN ecosystem for folks

who are listening.

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How would they participate in the events

that you're putting on,

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or just being a part

of the whole LoRaWAN ecosystem?

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What do you recommend?

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Yeah, I mean, the

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benefits of LoRaWAN is beyond

the technology.

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It's about the ecosystem.

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That ecosystem,

which is a nonprofit association

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that existed since 2050 Mac.

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So ten years anniversary again,

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and I also propose is to maintain

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and continue

to develop the LoRaWAN specification.

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So that's one thing.

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It's a create, a common base

and also a reliable protocol

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that it can be used for free

for all members.

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It's also an ecosystem

where you find that certification of,

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low compliance for the end devices,

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which gives two point up advantage

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to have one network

supporting different vendors.

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Different, I mean, different devices

made by different vendors.

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And with no risks.

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Then for them,

I would say very meaty of solution.

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They can also mix at different types

of gateways, etc..

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So LoRaWAN a small number,

so to speak, define it by the anions

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and recognized by ITU,

the International Telecommunication Union

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create a fundamental security

for long term investment.

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Yeah.

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Is the, the ability to participate

and to kind of jump in.

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So it sounds like one of the things

I'm hearing is if you want to build in

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the system is just check out

the Lora Alliance, see what they're doing,

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go to the events, attend the webinars,

kind of learn learn from those folks.

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And I know when I walk around the Lora

Alliance booths at the various exhibits,

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the vendors seem pretty collegial.

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They seem pretty friendly with each other,

even if they're competing.

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And you see, you know,

two sets of water meters on the wall,

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they're both pretty friendly

and saying like,

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hey, this, this business is hard enough.

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Let's just generally work together

and help each other build it.

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You said something about interoperability

that I want to talk about, because I know

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you've spent some time on DMs and Cosme,

why does LoRaWAN need to align with them?

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And then how does that work?

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Yeah, I mean, I'm pushing for

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the end customer,

the benefit to have, for example,

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kind of different vendors

or so simplification of integration,

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all these result in

I would say the effort

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to support the metering standards

you miss is one of those.

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It's a standard

defined by DMs Association.

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And we created a liaison

with the NMS Association in:

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We say a year.

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And or so with investment

from a post association to support

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that the NMS profile.

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Overall, I want as a result for a metering

application, electricity, water, gas.

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Today you can rely on this profile

of communication that is a standard

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and you can find the meters,

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deploy it and,

make sure that all the that, that you're

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connecting to your a meter data

management system speak the same language.

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Beside the NMS

you have also OMS which is more European

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oriented YMCA open metering system.

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It's foundation based in Germany.

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And regrouping the major

meter vendors again

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and also some utilities to, commonly

agree on the certification scheme.

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So that's two example.

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The other one, that too

we could mention is at the censorship

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protocol, UI 2 or 3 that is today

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adopted by American Waterworks

Association.

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It's, commonly used by all meter

manufacturers in North America.

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And we have at the Alliance several beta

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interface units

that are available today on the market.

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And we have described how to support this

UI:

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That's a documentation

that is for the benefit of members.

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Got it.

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So it sounds like the kind of Semtex

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Lora Alliance

strategy is to go find these standards

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and then make sure that LoRaWAN integrates

with them super easily

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so that you have the meter on one side,

whatever it is,

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whether it's a water meter, energy meter,

you know, people counter whatever it is,

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and it just makes it really easy to

to integrate LoRaWAN with it.

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That seems like the

the general business strategy.

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It seems pretty smart.

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Yeah.

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I mean, it's not so unique

because you will find,

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the communication media that can support,

metering standards as well.

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But it gives, for example,

an advantage to it that gas in theory

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to deploy meters,

that they can either use a LoRaWAN

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or a cellular network

and still speak the same language.

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We understand that if we want

to create that option, we want there.

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So to bring clear benefits,

one of those easy, easy to integrate,

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no vendor looking easy or so to interpret.

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And if you want to to

to put your feet in the shoes

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of a utility having 20 years contract.

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That's the case of

for with our metering project,

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the requirement for us is 20 years.

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You must be sure that over these 20 years,

if you have to replace

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or do something different or to upgrade,

you will not be stuck or I.

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We say locked with only one solution.

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So that's one of the big things

because I get asked the question like,

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why not just use whatever cell towers

and give each

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each device its own little cell plan?

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And that seems like

one thing that I've missed before is that

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that requires this really long term

lock in that LoRaWAN just doesn't have.

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Or you could deploy your own gateways,

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or you could use a public network

and switch networks.

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Not super easily, but more easily

than a:

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But I mean, you have

a proven example of, of so of

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one company

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had, chosen one operator

I want to operate.

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I mean, and,

that LoRaWAN operator finally,

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so them and the old devices are migrated

to the new one.

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Not, of course, final customer,

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because here

there is no SIM cap to replace.

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You can do this remotely.

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And the device joined the new network.

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So that's a process that works

well when we become in France.

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Stop activity.

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So continuity of service can be performed

because of the benefit of having

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a standard protocol and also a process

that can facilitate migration.

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The long term view of utilities

make are so important

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for having an ecosystem

that can provide different suppliers.

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That's also the end device

interoperability.

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Interoperability,

if you want, is at the level of operator

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as well as at the level of the device.

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That's a good point.

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I also kind of forget that

it's just a single user where,

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you know, my water meter fails.

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I could just go out and replace it,

no big deal.

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But if you got a million of them,

you can't just go out and replace.

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Or if you know you have a million

and 200,000, go go bad or whatever it is,

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if that original company

that made them is out of business,

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it's pretty difficult to replace that.

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But if just this LoRaWAN network standard,

you just got to throw some more LoRaWAN

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meters on it. Okay. Super cool.

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Are there any places that you're seeing

utility

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LoRaWAN deployments still fail

kind of regularly.

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Is it RF, is it operations, procurement,

data integration?

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Are there

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things that are still kind of pretty

big challenges for these larger players?

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Yeah, there are certain areas

where deployment of network

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can be problematic in Israel,

where Arda has deployed 1,000,000m

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and connected them there, there were areas

where they could not installed gateways.

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So they are using a drive by system,

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using a truck to collect meter data,

from Poe core.

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So the truck has like a mobile gateway

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on it

that just goes around and collects data.

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And that's,

I would say, one of the ground bases

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that we used to develop

a new specification that is now,

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I would say ready for a review

by technical committee.

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It's called network Discovery.

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So the lines will communicate

more in:

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about the availability

of this specification,

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which result in the drive by

or eventually fly by.

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You could also do

a be submitted to collect. Yeah

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yeah yeah with drones.

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And this is Arad out of Israel is Arad

is that right?

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Yes. Correct. Yeah.

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Those Israelis,

they're they got their technical chops.

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They're pretty good at that stuff.

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Other than when I would say

the LoRaWAN can be a choice

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that you considered with some,

I would say less advantage.

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It's when you want a smaller latency,

when you want to, for example, pilot

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things or so to support large bandwidth

video streaming for exoplanets.

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But for some use case

we have Semtech here.

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We have develop flex,

which is another modulation allowing

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to transmit very, stronger files

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and also capable to, support small video

streams.

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It's HD, same hardware,

but with a different modulation

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that is increasing bandwidth.

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You kind of reach 2.6mbps.

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So, with that,

you can multiplex different chip

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and have quite good performances

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and that will work on current hardware or

will that need new hardware to it to you?

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Same low hardware. It's good.

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Typically

in the latest generation of chip plus

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all right.

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I'll explore that for this balloon project

that I'm working on,

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which would be super cool

if you could occasionally shoot some video

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or at least even send pictures

back, is pretty cool.

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And I guess we would be remiss in 2026

if we didn't talk about some AI stuff.

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Is there a smart

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metering an eye play out there

that companies should be getting into?

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Are you seeing folks

kind of build it into what they're doing?

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Is it still something where it's like,

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right, here's the LoRaWAN and here's AI

that takes all the information.

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What are you seeing?

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Not, like you say,

capable to feed the data.

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That is necessary for AI application

to perform

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and to, of course, provide more insights.

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Yeah.

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And to create,

I would say better detection.

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Let's take again the example of smart

what dormitory a smart water

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meter is commonly considered

as a a tax meter.

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Okay.

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You you have it because you want to

measure how much water you consume.

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And the utility will be typically 1

or 2 times a year.

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But what are the benefits

of connecting the meter?

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It's not only for automated feeding,

it's also for detection of possible leaks.

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Sure, to do that, you need more data.

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You need more frequent measure points.

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And you will have also the

the ability to detect leaks

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after

or before the meter is through analysis.

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So the data analysis

you can either perform, on the cloud

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or you can perform on the edge

or eventually on the meter,

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depending on the

AI code that you will embed

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or that you would deploy

at the edge of the network.

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So that's one I would say you, I think

Future Driver forum an increased benefit.

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And we see in UK at the

there is an explosive

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momentum in 2025 and 2000.

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The 24 hours would be the last two years

we have seen that 5 million of water

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meters added up to different operators,

with also

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a challenge to reduce water leaks.

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It's a, I would say, one of the factors

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for adoption of smart metering,

not only speeding, but

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enabling water savings

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and also reducing water consumptions.

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Yeah.

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Although there's there's

a pretty big part of that.

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That's got to be the customer

communication piece

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where you say like, hey, we've noticed

you have a leak.

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Here's what you can do about it.

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You know, versus just saying,

okay, hey, there's there's a leak here.

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I was I got a funny story about this.

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I was just getting into bed

the other night.

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Get into bed

all tucked in next to my wife.

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And she's like, hey,

do you hear water leaking?

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And I said, no, like, I'm.

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I don't hear any water leaking.

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Because of course,

after about five minutes,

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I get up and I go looking around the house

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for whatever she heard,

and there was nothing there.

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But it was.

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It's one of those things

where I think about

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if that becomes a an automated piece

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where the the water company,

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the San Diego Water or whoever

it is in your town says like, hey,

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not only have we detected a leak,

but we think it's your shower,

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or we think it's your toilet,

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or we think it's your garden hose,

why don't you go check it?

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And if you check it, here's

some incentive to fix it.

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Other than spending more money

because water is still pretty cheap here,

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despite

being one of the most expensive in the US.

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Is that kind of what you see the next

moves being with this integration of AI

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and this huge amount of data

coming in from these really

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big smart water metering deployments,

what you're touching already is,

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I would say, supported and detected

by what we call the, steady night flow

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that mean over night you can detect

there is abnormal consumption.

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Yeah.

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On the other end that you can detect

certain types of water consumption.

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That is typically a sign of control.

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And I will say misbehavior or abnormal

behavior that can be for example.

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Yeah, people a sign of that is oriented

in terms of time and detection

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where overnight

this is used in some for elderly people.

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You can better think about the water leaks

before the meter.

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:

I mean before yeah. Your exposure.

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:

Yeah with the leak.

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:

But where the utility is responsible

for the water pipe, the management

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and the are much I would say

more considerable in terms for you.

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One leak can represent a swimming pool

at the end of the year.

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:

So that's where there is today.

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:

Benefits to find.

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:

To take an example, net more in UK

377

:

for deployment with Yorkshire Water

in the early stage of deployment

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:

they were able to identify and save 1.2

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:

million liters saved by finding leaks.

380

:

Yeah.

381

:

For I will say a portion of the,

large deployment.

382

:

I mean, when you deploy, with no one,

you can

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:

tactically identify the heavy consumers.

384

:

You can identify areas

where you're quite sure

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:

there are some leaks,

but you don't know where.

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:

And by installing meters,

you will technically create

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:

a segmentation

that will help you to locate better.

388

:

And with its AI techniques and data

analysis,

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:

that's called district metering area.

390

:

You can also isolate segments of network

where there is a potentially.

391

:

Yeah, I remember talking to actually

in this podcast of fell out of Bulgaria

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:

and he was saying that they

393

:

don't the water metering companies don't

care so much about individual houses.

394

:

But the biggest lost is was it

non-technical losses, which is there,

395

:

what they call stealing, where

the water company is concerned about that

396

:

because they have to pay for the energy

to pump the water either way.

397

:

So they don't care so much about the lost

water. It's just the energy to pump it.

398

:

And that represents a business expense

that they.

399

:

Yeah, that's also one of the upside.

400

:

If you monitor pressure

as well as if you're using it.

401

:

Now see a meter to exactly detect

when the water firm

402

:

is actually make too much current.

403

:

Then you could improve the efficiency

404

:

of your total network and distribution.

405

:

I mean, what are network distribution.

406

:

So efficiency improvement

can be from 8% to more.

407

:

And that's considerable

because that will result in a of course,

408

:

lower cost for some of the infrastructure

and a better approach to more efficiency.

409

:

I want it not also to forget it's

not only the meter that is capable to a

410

:

and A utilities to identify leaks.

411

:

There are also water leak detectors,

acoustic leak detectors that exist.

412

:

And these devices are very good

at a premium

413

:

to locate

exactly where the possible leaks exist.

414

:

Oh interesting. That.

415

:

Does that mean that

416

:

these either flow meters or leak

detectors are being installed

417

:

throughout the systems,

and not just at the

418

:

at the homes or businesses

where there are water meters? Okay.

419

:

Oh, that seems super, super cool.

420

:

Remi, I don't want to take up

too much of your time.

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:

Was there anything else that you wanted

to hit before we close out here?

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:

Absolutely.

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:

The, not only this, records in terms

424

:

of adoption for metering,

425

:

there are so, for example, connections

for solar and then,

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:

to monitor the orientation of solar panel

427

:

and I'm sure that would be,

of interest to us.

428

:

So we expect, big growth in this market,

429

:

that about 600 million of solar panel

to be deployed and connected.

430

:

It's a next to four years.

431

:

And that's, promising LoRaWAN

as an advantage.

432

:

It's performed so very well

in that metal environment as well.

433

:

So great. Yeah. So do that.

434

:

So you can

435

:

connect, more easily at these, solar panel

436

:

to, make the orientation

and to avoid, for example,

437

:

hardware in, to blast, the solar panel

438

:

by hitting the panel when necessary.

439

:

DSM, I would say kind of, trackers

as they are code

440

:

today

available to reserve page for example.

441

:

And that's one of the key area where we,

442

:

we push for the development

and for better wireless.

443

:

So I wanted to highlight not only metering

but also, renewable energy.

444

:

You know,

that's going to be a big one. Yeah.

445

:

Especially as we make that switch.

Well that's super cool.

446

:

It's good to hear that

you guys are crushing at Semtech

447

:

and you're paying attention

all this stuff and and bring it up.

448

:

Thanks so much for making the time today.

I know you're super busy.

449

:

Appreciate you.

450

:

Carving out half an hour

force was a great visual.

451

:

Thank you. And

452

:

that's it for

this episode of The Business of LoRaWAN.

453

:

If you want to go deeper

and actually deploy devices,

454

:

the medio Scientific Console

is the fastest way to do that.

455

:

And honestly, it's

also the best way to support the show.

456

:

When you use the console, you're not just

listening, you're participating

457

:

in the same real world LoRaWAN work

we talk about here every week.

458

:

You can get started with the free trial

at MeteoScientific.com.

459

:

Huge thanks to the sponsor of the show,

the Helium Foundation,

460

:

for supporting open LoRaWAN

infrastructure.

461

:

Alright,

check them out at helium.foundation.

462

:

If the show has been useful.

463

:

A quick rating or review on Apple Podcasts

or wherever you listen.

464

:

This really helps

465

:

people find it and helps the show grow

so we can help more people.

466

:

I'm Nick Cox with Minio scientific.

467

:

I'll catch you on the next episode.

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The Business of LoRaWAN
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Nik Hawks

Incurably curious, to stormy nights and the wine-dark sea!