From the device, to the edge, to the cloud, to the data center, open source software and hardware is bringing interoperability to the internet of things.

The descriptor “open source” is primarily associated with software, the source code of which is freely accessible for examination, use and expansion by users other than the developer. The practice started among early academic, corporate and government adopters and hit a major milestone in 1991 when Linus Torvalds released the Linux kernel. Fast forward to present and Torvalds’ open source operating system has been adapted for use in embedded components, routers, access points, devices and data center applications — all important aspects of generating, transmitting and receiving the huge amount of data produced by the booming Internet of Things.

One of the most important things to understand about how open source software (and hardware  more on that later) is a good fit with the IoT is in the approach. Think of open source as a little bit like crowdsourcing information. Take Wikipedia, for example; the idea is that with numerous sets of stakeholders with different experiences, interests and expertises, all working on the same problem, the outcome will improve.

Open Source & IoT Product Development

As IoT products are developed, connectivity experts provide the modem, a focused security firm provides those protocols, the form factor comes from a vertical-specific outfit with domain expertise, and so on. A successful product results from a partner-driven, ecosystem approach  just like with open source software. Similarly, from standards to market share, the IoT space is fragmented, so a unified, consortia-type treatment could help the entire IoT value chain better serve the vast addressable market.

IoT services are built on platforms that allows a sensor or other device to connect to a network, as well as to a centralized cloud-computing platform or edge processor or both, to transmit and/or receive data. Other platform elements make sure data is secure from the endpoint to the cloud and back, while others manage billing, location, asset tracking and monitoring, and other crucial functions.

Major Platforms

While there are a lot of platforms around, including proprietary plays like Microsoft’s Azure or Thread, a group led by a Google subsidiary, open source platforms have drawn investment from major IoT companies.

  • GE: developed GE Predix for in-house use, then made it available for largely industrial IoT projects as a platform-as-a-service.
  • AllSeen Alliance’s AllJoyn
  • Open Connectivity Foundation (OCF) IoTivity platform: merged last year and is sponsored by The Linux Foundation under the OCF name.

The Linux Foundation

Linux Torvalds creation gave rise to The Linux Foundation, a major figure in the open source/IoT world. The group brings together numerous different consortia and alliances into one framework for sharing software and ideas, in-person events, and accessing relevant trainings class and materials, among other activities. Leading corporate members include: AT&T, Qualcomm, Samsung, Cisco, Intel, Microsoft, Oracle and Huawei. 

In addition to the broad OCF reference architecture, The Linux Foundation also hosts an open source project designed to bring interoperability to the network edge, where critical field devices are deployed and inputs set off a chain of efficiency-building data analysis insights and actions.

EdgeX Foundry

Seeded by some 125,000 lines of code developed by Dell, the EdgeX Foundry launched with the goal of building interoperable edge components in an effort to speed time to market, drive scalability and leverage existing standards to simplify what is inherently a complex, fragmented market. Particularly in terms of industrial IoT applications like defect detection on an assembly line or remote monitoring of equipment, the edge is a very important point of decision making.

If a sensor is deployed in the field to alert technicians at a control center of an equipment malfunction based on various data points, the sensor only needs to send a message if there is a problem. That means an IoT gateway or other edge device has processed the sensor data and determined all conditions are normal.

This is a more efficient process, it saves on cloud computing- and bandwidth-related fees and keeps technicians available to address urgent matters rather than wait for intermittent all-clear messages.

Open Source Hardware

In the data center, where the cloud services live, open source software is present in the majority of high-performance systems. Similarly, the open source approach to software has been adopted by hardware makers who have begun sharing designs and specifications to drive down the cost of data center equipment and increase the efficiency of components like switches, servers, racks and power-related infrastructure.

The Open Compute Project

Founded by Facebook, The Open Compute Projectserves as The Linux Foundation equivalent for hardware. As the IoT expands and permeates every level of enterprise, there will be an acute need for data centers to provide the flexible, on demand and distributed compute infrastructure the Internet of Things will command.


If you pull the lens back even further, open source underpins one of the most important ongoing efforts in telecom  network automation as a function of network functions virtualization (NFV) and software-defined networking (SDN).

As networks evolve to keep up with the IoT and coming 5G New Radio standard, the sheer level of complexity requires automation. AT&T developed its Enhanced Control, Orchestration, Management & Policy (ECOMP) architecture and had virtualized 34% of its network by the end of 2016.

In China, Huawei developed the Open-Orchestrator Project (Open-O) framework for NFV/SDN transformation. Last year those two initiatives merged under the new name Open Network Automation Platform (ONAP), which is managed by, you guessed it, The Linux Foundation.

In May 2017, Sprint stirred the alphabet soup with its own NFV/SDN reference solution dubbed C3PO, Clean CUPS Core for Packet Optimization, with CUPS meaning Control & User Plane Separation.

Sprint COO Gunter Ottendorfer said the new architecture, “revolutionizes the network core and it’s part of our expanded toolbox of solutions to meet the coming wave of data in the years ahead. C3PO is an important part of NFV and SDN initiative, enabling Sprint to adapt more quickly to market demands and scale new services more efficiently and cost-effectively.”

Network Automation and the IoT

So, what's the big picture for network automation and the IoT? Network slicing, which will give operators the automated ability to create bespoke, cross-domain data pipes capable of connecting any device to any cloud or edge device or data center with bandwidth provisioned in a way that meets the specific requirement of any enterprise or industrial IoT use case. All made possible with open source.

Jennifer Halstead

Written by Jennifer Halstead

Jennifer Halstead, MBA, CPA brings more than 20 years financial industry experience to Link Labs. She began her career in finance within the pharmaceutical industry and has continued in both public accounting and private companies. She passed the CPA exam with the 3rd highest score in the state and completed her MBA with an accounting concentration (summa cum laude). Jennifer has worked with several software companies and has led multiple venture financing, merger and acquisitions deals. She has helped companies expand internationally and has managed the finance department of a startup to 33 consecutive quarters of growth prior to acquisition. After the acquisition, she served as the Controller of Dell Software Group’s Data Protection Division where she managed a portfolio of multiple hardware and software products to scale and achieve over triple-digit growth worldwide in 18 months. Jennifer brings a depth of finance experience to the Link Labs team.

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