Complexities of Large-Scale IoT Firmware Management

By: Valerii Haidarzhy, 12 Nov 2024
6   min read
Reading Time: 6 minutes

As IoT deployments scale up, with potentially thousands or millions of devices connected to diverse networks, managing firmware updates becomes both a technical and logistical challenge. These updates are vital: they ensure security, deliver new functionality, and maintain device performance over time. However, large-scale firmware management in IoT environments reveals unique technical challenges—particularly with devices deployed in remote locations, limited in memory, and running on restricted power supplies.

Let’s delve into three core issues that define the difficulty of managing IoT firmware at scale: memory constraints, battery consumption, and connectivity stability. Understanding these foundational challenges clarifies why traditional firmware management techniques often fall short and highlights the need for more sophisticated Over-the-Air (OTA) update solutions. For a deeper exploration of these challenges and the advanced OTA methods that address them, see our full e-book, Custom OTA Development to Overcome DFU Restrictions Using Nordic SDK.

Memory Constraints in Firmware Management

IoT devices often come with strict memory limitations, which add real challenges to managing firmware updates. Many of these small devices, especially those used in industrial or consumer applications, have minimal onboard storage. The goal is to keep costs down and conserve power, but this also means there’s little room to work with. In many cases, devices only have a few hundred kilobytes available, forcing engineers to make tough choices to balance functionality with the ability to update firmware.

Firmware Bank Requirements

Firmware updates usually need space to store both the current firmware and the new version. This method, known as double banking, allows the device to revert to the original firmware if the update fails. But double banking doubles the amount of memory required, which puts a strain on devices with limited flash memory. As IoT networks grow, the impact of this requirement scales up too. When thousands of devices need updates, this memory constraint can become a severe challenge, sometimes even restricting the types of updates that can be deployed.

Take a smart sensor network as an example. Suppose each device has 256KB of flash memory, and the firmware itself takes up 150KB. There’s simply not enough room to double bank without slicing up the memory to free up critical space. In these cases, customized update protocols are needed to manage both the active firmware and a smaller backup version. This setup also requires rollback mechanisms to ensure the device can recover from a failed update. Without these optimizations, devices face a higher risk of failures during updates or may even run out of memory completely, rendering them inoperable.

Data Partitioning

To handle these memory constraints, engineers often use partitioning to divide memory into segments. Each segment is allocated to specific tasks, like storing the main firmware, holding an update image, or maintaining critical data. Partitioning requires careful management; even small miscalculations can lead to memory fragmentation, where available memory gets scattered across the device and becomes unusable. Partitioning also demands a sophisticated bootloader that can manage multiple firmware banks and handle updates in stages. However, the bootloader itself can take up valuable memory, which adds another layer of complexity to the firmware management process.

All of this means that IoT systems need a balance between firmware functionality and update feasibility. Without this balance, devices risk instability or frequent failures during updates, especially when memory is nearly full. In these situations, custom OTA solutions often become the only viable option. They allow updates to continue in a controlled, reliable way, even when resources are stretched thin.

Battery Consumption in Update Processes

For many IoT devices, battery life is a critical factor, especially for those deployed in remote areas where regular maintenance is impractical. Firmware updates are energy-intensive operations, involving extended data transfer sessions, multiple reboots, and complex integrity checks. In devices with limited battery capacity, the power demand from these updates can significantly reduce their operational life.

Power Budgeting

Firmware updates require careful power budgeting to avoid prematurely draining the device’s battery. Every action, from initiating the update sequence to completing the installation, consumes energy that must be accounted for in the device’s overall power budget. Unlike regular operations, which are typically optimized for low-power consumption, updates are energy-heavy. This discrepancy forces developers to make design decisions around how often updates can occur and under what conditions the device can support them without compromising its primary functions.
For example, In a battery-powered environmental sensor, power budgeting might limit the device to one or two updates per year. The entire update process, from verifying the firmware to transferring data, might consume several times the power required for regular operation, which includes periodic data collection and transmission. For some IoT deployments, the power expenditure during a single update could reduce battery life by a month or more, making frequent updates impractical.

Energy Optimization Techniques

Energy optimization is important for minimizing power draw during updates. Techniques such as intermittent sleeping, where the device powers down non-essential functions between update steps, and power-efficient data transfer protocols help reduce energy usage. Additionally, OTA solutions can prioritize incremental updates rather than full firmware replacements. By only updating the changed portions of the firmware, the update process requires fewer data transfers and, consequently, less power.

For example, Bluetooth Low Energy (BLE) protocols can transfer firmware updates while keeping the device in a low-power state. Long Range Bluetooth adds an additional layer of complexity, as it inherently consumes more power due to the increased data overhead necessary to maintain connection stability over extended distances. By dynamically adjusting transmission power based on signal quality, devices can manage these energy demands more effectively.

Wireless Connections for Large-Scale Updates

With the expansion of IoT systems across diverse and often challenging environments, reliable wireless connectivity has become a major obstacle to successful firmware management. Commonly used protocols like BLE and Wi-Fi can become unreliable under certain conditions, particularly when faced with distance limitations, signal interference, or congestion from multiple devices competing for bandwidth.

Data Integrity

Wireless updates involve the transfer of potentially large data packets, which must arrive intact and in the correct sequence. To achieve this, devices use error-checking mechanisms like CRC (Cyclic Redundancy Check) and packet acknowledgment protocols to confirm successful data transmission. If a packet is lost or corrupted, it must be resent, which can slow down the update process and increase power consumption.
Example: In a large-scale agricultural monitoring system, hundreds of soil sensors might be spread across a vast field. Each sensor relies on Bluetooth Long Range to connect to a central gateway, but long-range transmissions are more susceptible to interference from other radio signals. Error-checking protocols help manage this interference by verifying each data packet, but the time spent resending data due to poor signal conditions can significantly prolong the update process. As the number of devices increases, the network can quickly become congested, further impacting update efficiency.

Network Congestion
Firmware updates, performed on hundreds or thousands of devices simultaneously, can quickly consume available bandwidth, creating bottlenecks that delay or interrupt the update process. Bandwidth management and traffic prioritization techniques are essential to mitigate these issues, especially in environments with limited connectivity. Some OTA solutions dynamically adjust data transfer rates based on network conditions, guaranteeing that each device receives the update without overloading the network.
Scalability is another consideration. As the number of connected devices grows, the system must support not only the increased data traffic but also the ability to manage and monitor each device’s update status. 

Custom OTA solutions often incorporate multi-session management, which enables the system to handle updates across multiple devices simultaneously while minimizing interference. Techniques like session-based control and load balancing can improve overall network stability, even as deployment size scales up.

Conclusion

Scaling IoT networks presents unique firmware management challenges that can’t be ignored. Standard update protocols struggle to handle these demands, and the smallest inefficiencies can cascade into significant problems when deployed across large, varied networks. Addressing these challenges requires advanced OTA update solutions that are adaptable, energy-efficient, and reliable. This is where the need for tailored approaches becomes clear. By understanding the limitations IoT devices face, we can start to see the path forward. 

The journey to mastering large-scale IoT firmware management is just beginning. The solutions explored in our “Custom OTA Development to Overcome DFU Restrictions Using Nordic SDK” e-book build on this foundation, diving deeper into what’s possible with custom OTA strategies designed to meet the demands of expansive IoT deployments.

If you’re looking to implement solutions tailored to your IoT environment, or just have a startup idea, or if you have questions about managing updates for large-scale networks, contact us at Sirin Software. Our team has extensive experience in custom firmware development and IoT. We’re here to help.

 

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