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Ultimate Guide
How to Develop and Sell
Your New Electronic
Hardware Product
Table of Contents
Introduction 3
PART 1 – Upfront Work ......................................................................................................... 4
Market research, patents and product validation ....................................................... 4
Simplify your product ..................................................................................................... 5
Product complexity can be a death trap for new entrepreneurs and startups! ..... 5
Proof-of-Concept (POC) prototypes ............................................................................. 6
PART 2 – Product Development Strategies ........................................................................ 7
Develop the Product Yourself ..................................................................................... 7
Bring on Technical Co-Founder(s) ................................................................................ 8
Outsource to Freelance Engineers ................................................................................ 9
Outsource to a Development Firm ................................................................................ 9
Partner with a Manufacturer ......................................................................................... 10
PART 2 – Develop the Electronics ....................................................................................... 11
Step 1 – Create a Preliminary Production Design ........................................................ 11
Step 1A – System Block Diagram ................................................................................ 12
Step 1B – Selection of Production Components .......................................................... 13
Step 1C – Estimate the Production Cost ....................................................................... 14
Step 2 – Design the Schematic Circuit Diagram .......................................................... 17
Step 3 – Design the Printed Circuit Board (PCB) .......................................................... 17
Step 4 – Generate the Final Bill of Materials (BOM) ................................................. 17
Step 5 – Order the PCB Prototypes ............................................................................... 17
Step 6 - Evaluate, Program, Debug, and Repeatt ......................................................... 17
PART 2 – Develop the Enclosure ........................................................................................ 15
Step 1 - Create 3D Model ............................................................................................... 17
Step 2 - Order Case Prototypes (or Buy a 3D Printer) .............................................. 17
Step 3 - Evaluate the Enclosure Prototypes ................................................................. 17
Step 4 - Transition to Injection Molding ........................................................................ 17
PART 2 – Certify Your Product ............................................................................................ 15
FCC (Federal Communications Commission) .............................................................. 17
UL (Underwriters Laboratories) / CSA (Canadian Standards Association) .............. 17
CE (Conformité Européene) .......................................................................................... 17
RoHS ................................................................................................................................. 17
Lithium Battery Certifications (UL1642, IEC61233, and UN38.3) ............................. 17
Conclusion ............................................................................................................................ 15
So you want to develop and prototype a new
electronic hardware product?
Let me start with the good news – it’s possible. You can develop a
new electronic device regardless of your technical level and you don’t
necessarily need to be a design engineer to succeed.
Whether you’re an entrepreneur, maker, or inventor, or running a
startup or small business, this guide will help you understand the
development process for any new electronic product.
You won’t need any prior knowledge of electronics design to
understand this article. Although, it will be easier to comprehend if
you already have a technical background in software, engineering or
another field of science.
Even if you have no technical background at all, you will still gain a
better understanding of the development process from
reading this article.
I won’t lie to you, though. It’s a long, difficult journey to launch a new
tech product. Although hardware is known for being hard, it’s
easier than ever for individuals and small teams to develop amazing
new electronic gadgets.
However, if you are looking for an easy, quick way to make money
then I suggest you stop reading right now because bringing a new
product to market is far from easy or quick.
Although I present each step in a linear fashion, product development
is never a smooth linear progression and at times you will find
yourself taking two steps back for every step forward. Don’t get
too frustrated though when this happens because it’s just part
of the process.
Introduction
Before we get into the actual product development steps I feel that it’s important to quickly cover some
of the upfront work that needs to be done before full product development begins.
Unfortunately, too many people skip past these critical early steps, since most entrepreneurs want to
get right into developing their product. Skip these initial steps at your own peril.
Market research, patents and product validation
You need to first research the competition and confirm that a market exists for your product.
When entrepreneurs do competitive research a common misconception is to think that finding any
competition is bad. In fact, most entrepreneurs panic and think it’s the end of their project when they
find a competing solution.
In reality though, having some competition is actually good because it proves there is a market for
your product idea.
Once you’ve determined that a market exists for your product, then the next step is to validate that
people will actually buy your product.
For example, one way to validate your new product idea is to make a sales flyer to share with potential
customers or retailers that carry similar products. Request their feedback on your tech product.
You can also setup an online sales page to test your idea. Crowdfunding is another great form of
validation. The key is you have to share your product idea with lots of unbiased people who will give
you honest feedback.
But, what about a patent? Don’t you need one before you can safely tell others about your product?
Being overly secretive is probably the most common mistake made by new entrepreneurs. In reality,
I’ve never seen a hardware startup fail because their idea was stolen.
That just does not happen. Instead, entrepreneurs usually fail because they’ve been unsuccessful at
marketing their product.
However, I do understand concerns over privacy and why most people want to start with a patent. But
Part 1 – Upfront Work
patents are really expensive and take a long time to get. They are simply not the best use of your
limited time or money when you are first starting out.
Instead, I recommend what is called a Provisional Patent Application (PPA) in the United States. Other
regions likely have something similar available.
For only a couple hundred dollars, a PPA will give your product protection for one year. And you won’t
need to hire an expensive patent attorney at this stage.
Simplify your product
I spent years developing my own consumer product, and have helped other entrepreneurs develop
their products for much longer. One of the most important lessons I’ve learned is that you need to
simplify your device as much as possible.
You must embrace simplification in order to have a realistic shot at getting your product to market in
a timely fashion and without going bankrupt.
Product complexity can be a death trap for new entrepreneurs and startups!
Most entrepreneurs, and even most engineers, don’t understand all the consequences of various
product features. The addition of what seems like a minor feature can often drastically increase your
development cost and the time it takes to get to market.
For example, something as simple as the position of a button could waste thousands of dollars, if it
creates the need for more expensive injection molds.
Another example comes from an entrepreneur who recently asked me for feedback on his
product concept.
He is very technically minded and had spent a lot of time specifying his product in great detail. But he
didn’t understand all the future implications of these features.
I quickly explained to him why one feature of his product was going to drastically drive up all of his
costs including: development, prototyping, electrical certifications, and mold costs.
I proposed several alternative solutions, and he was off to a much better start. These changes made
his product about 3 times easier to bring to market. Overall, he easily saved at least $50,000 with
this one change!
The catch is that unless you understand the entire development and manufacturing process it’s diffi-
cult to know the future implications of every product decision.
If you outsource product development be aware that asking your primary developer(s) to help
simplify your product may create a conflict of interest. This is because the more complex you
product the more money they get paid.
Instead, work with independent experts to help you simplify your product and better understand the
long-term impacts of your early product decisions.
Proof-of-Concept (POC) prototypes
At this point you have proven that there is a market for your product and you’ve simplified the product
concept as much as possible.
Now the question you must answer is whether your concept really solves the intended problem
as expected.
This is the goal of a Proof-of-Concept (POC) prototype which is an early prototype created using
off-the-shelf components.
A POC prototype doesn’t have any custom electronics design, and is typically based on development
kits such as an Arduino or Raspberry Pi.
I’ve already stressed the importance of not starting right way with full development, but a POC
prototype is different because it’s not usually very expensive to build.
1) Develop the Product Yourself
This is rarely a viable strategy completely by itself. Very few people have all of the skills needed to
develop a market-ready electronic product completely on their own.
Even if you happen to be an engineer, are you an expert in electronics design, programming, 3D mod-
eling, injection molding, and manufacturing? Probably not. Also most of these specialties are made up
of numerous sub-specialties.
That being said, if you have the necessary skills, the farther you take the development of your
There are essentially five options for entrepreneurs and startups to develop a new hardware product.
However, many times the best overall strategy is a combination of these five development strategies.
If you don’t have the technical knowledge to properly manage product development and to judge the
quality of work being done, then having a technical advisor is a must regardless of which of these
development strategies you follow.
This technical advisor can help you make key technical decisions and provide oversight of your primary
developers. Even if you are an experienced engineer it’s highly beneficial to have an advisor who
Part 2 - Product Development Strategies
Figure 1 - Developing a new electronic product usually requires a team of engineers.
product yourself the more money you will save.
For example, I brought my own hardware product to market about 6 years ago. The product was more
complex mechanically than it was electrically. I’m an electronics engineer by training and not a
mechanical engineer, so I initially hired a couple freelance mechanical engineers.
However, I quickly became frustrated with how slow things progressed. After all, I was thinking about
my product almost every waking hour. I was obsessed with getting my product developed and on the
market as fast as possible. Sound familiar?
But the engineers I hired were juggling it with lots of other projects and not giving my project the
attention I felt it deserved.
So I decided to learn everything needed to do the mechanical design myself. No one was more
motivated than myself to get my product developed and on the market. Ultimately, I was able to
complete the mechanical design much faster (and for much less money).
The moral of the story is to do as much of the development as your skills allow, but also don’t take
that too far. If your sub-expert skills cause you to develop a less than optimal product then that
is a big mistake.
Also, any new skills you must learn will take time and that may ultimately lengthen the time to market. Always
bring in experts to fill in any gaps in your expertise, but be sure to remain involved in all key decisions.
2) Bring on Technical Co-Founder(s)
If you are a non-technical founder then you would definitely be wise to bring on a technical co-found-
er. One of the founders on your startup team needs to at the very least understand enough about
product development to manage the process.
If you plan to eventually seek outside funding from professional investors then you definitely need a
team of founders. Professional startup investors know that a team of founders is much more likely to
succeed than a solo founder.
The ideal co-founder team for most hardware startups is a hardware engineer, a programmer,
and a marketer.
Bringing on co-founders may sound like the perfect solution to your problems, but there are some
serious downsides as well. First of all, finding co-founders is difficult and will likely take a tremendous
amount of time. That is valuable time that isn’t being spent developing your product.
Finding co-founders is not something you should rush and you need to take time to find the right
match.
Not only do they need to compliment your skills, but you also really need to like them personally. You
are essentially going to be married to them for at least a few years so be sure you get along well.
The major downside of bringing on co-founders is they reduce your equity in the company. All found-
ers of a company should really have equal equity in the company. So if you are going solo right now, be
prepared to give any co-founder half of your company.
3) Outsource to Freelance Engineers
One of the best ways to fill in any gaps in your teams technical ability is by outsourcing to
freelance engineers.
Just keep in mind that most products will require multiple engineers of different specialties so you will
need to manage the various engineers yourself. Ultimately, someone on the founding team will need
to serve as the project manager.
Make sure you find an electrical engineer that has experience designing the type of electronics
required by your product. Electrical engineering is a huge field of study and many engineers lack any
experience with circuit design.
For the 3D designer make sure you find someone that has experience with injection molding technology,
otherwise you’re likely to end up with a product that can be prototyped but not mass manufactured.
4) Outsource to a Development Firm
The best known product design firms such as Frog, IDEO, Fuse Project, etc. can generate fantastic
product designs, but they’re insanely expensive.
Startups should avoid big design firms at all costs. Top design firms can charge $500k+ to fully develop
your new product.
Even if you can afford to hire an expensive product development firm, don’t do it!
However, there are many smaller, less known design firms that I’ve worked with that can develop your
product at a much more reasonable price. The cost for these smaller firms usually falls closer to the
cost of hiring freelancers yet with more oversight and better quality procedures in place.
One final comment on working with product design firms. You must discard the false belief that you
can just have someone else handle all of the development while you just wait on the sidelines.
Those that attempt that path almost always get burned and lose a lot of money and time. You
absolutely need to be involved in development and understand at least the basics of the
development process as well as the various design tradeoffs being made.
5) Partner with a Manufacturer
One avenue to pursue is partnering with an overseas manufacturer that already makes products that
are similar to your product.
Large manufacturers will have their own engineering and development departments to work on their
own products. If you can find a manufacturer already making something similar to your own product,
they may be able to do everything for you – development, engineering, prototyping, mold production
and manufacturing.
This strategy can lower your upfront development costs. Manufacturers will, however, amortize these
costs, which means adding an additional cost per product for the first production runs. This essentially
works like an interest free loan, allowing you to slowly pay back your development costs to the manu-
facturer.
Sounds great and easy, so what’s the catch? The main risk to consider with this strategy is you are
putting everything related to your product into a single company.
They will surely want an exclusive manufacturing agreement, at least until their costs have been
recovered. This means you can’t migrate to a cheaper manufacturing option when your production
volume increases.
Also be warned that many manufacturers may want part, or all, of the intellectual rights to
your product.
Development of the electronics for your product can be broken down into seven steps: preliminary
production design, schematic diagram, PCB layout, final BOM, prototype, test and program, and
finally certification.
For a very basic introduction to electronics see this article which focuses mostly on the various types of
electronic components. Then for an introduction to basic electronic circuits see here.
Step 1 – Create a Preliminary Production Design
When developing a new electronic hardware product you should first start with a preliminary produc-
tion design. This is not to be confused with a Proof-of-Concept (POC) prototype.
A POC prototype is usually built using a development kit like an Arduino. They can sometimes be useful
to prove that your product concept solves the desired problem. But a POC prototype is far from being
a production design. Rarely can you go to market with an Arduino embedded in your product.
A preliminary production design focuses on your product’s production components, cost, profit
margin, performance, features, development feasibility and manufacturability.
You can use a preliminary production design to produce estimates for every cost your product will
need. It is important to accurately know the costs to develop, prototype, program, certify, scale, and
manufacture the product.
A preliminary production design will answer the following pertinent questions. Is my product feasible
to develop? Can I afford to develop this product? How long will it take me to develop my product? Can I
mass manufacture the product? Can I sell it at a profit?
Many entrepreneurs make the mistake of skipping the preliminary production design step, and instead
jump right into designing the schematic circuit diagram.
By doing so, you may eventually discover you’ve spent all this effort and hard-earned money on a
product that can’t be affordably developed, manufactured, or most importantly, sold at a profit.
Part 3 – Develop the Electronics
Most products require a microcontroller or a microprocessor with various components (displays,
sensors, memory, etc.) interfacing with the microcontroller via various serial ports.
By creating a system block diagram you can easily identify the type and number of serial ports
required. This is an essential first step for selecting the correct microcontroller for your product.
Step 1A – System Block Diagram
When creating the preliminary production design you should start by defining the system-level block
diagram. This diagram specifies each electronic function and how all of the functional components
interconnect.
Figure 2 - A block diagram specifies each function and the system-level connectivity.
In the U.S., Newark, Digikey, Arrow, Mouser, and Future are the most popular suppliers of electronic
components. You can purchase most electronic components in ones (for prototyping and initial test-
ing) or up to thousands (for low-volume manufacturing).
Once you reach higher production volumes you will save money by purchasing some components
directly from the manufacturer.
Figure 3 - Selection of the production components is a critical first development step.
Step 1B – Selection of Production Components
Next, you must select the various production components: microchips, sensors, displays, and connec-
tors based upon the desired functions and target retail price of your product. This will allow you to
then create a preliminary Bill of Materials (BOM).
Step 1C – Estimate the Production Cost
You should now estimate the production cost (or Cost of Goods Sold – COGS) for your product. It’s
critical to know as soon as possible how much it will cost to manufacture your product.
You need to know your product’s manufacturing unit cost in order to determine the best sales price,
the cost of inventory, and most importantly your profit.
The production components that you’ve selected will of course have a big impact on the
manufacturing cost.
But to get an accurate manufacturing cost estimate you also must include the cost of the PCB
assembly, final product assembly, product testing, retail packaging, scrap rate, returns, logistics,
duties, and warehousing.
For more help estimating your manufacturing cost be sure to read this blog and check out
this course (paid).
Figure 4 - It’s critical to estimate your production cost as early as possible.
Step 2 – Design the Schematic Circuit Diagram
Now it’s time to design the schematic circuit diagram based upon the system block diagram you creat-
ed in step 1.
The schematic diagram shows how every component, from microchips to resistors, connects together.
Whereas a system block diagram is mostly focused on the higher level product functionality, a sche-
matic diagram is all about the little details.
Something as simple as a mis-numbered pin on a component in a schematic can cause a complete lack
of functionality.
In most cases you’ll need a separate sub-circuit for each block of your system block diagram. These
various sub-circuits will then be connected together to form the full schematic circuit diagram.
Special electronics design software is used to create the schematic diagram and to help ensure it is free
of mistakes. I recommend using a package called DipTrace which is affordable, powerful, and easy to use.
Other popular PCB software packages include Altium Designer and Eagle. But be warned these are
quite expensive and are best for those designing multiple products.
For a free, open-source PCB design tool also be sure to check out KiCad.
Figure 5 - Example of a schematic circuit diagram.
Step 3 – Design the Printed Circuit Board (PCB)
Once the schematic is done you will now design the Printed Circuit Board (PCB). The PCB is the
physical board that holds and connects all of the electronic components.
Development of the system block diagram and schematic circuit have been mostly conceptual in
nature. A PCB design though is very real world.
The PCB is designed in the same software that created the schematic diagram. The software will have
various verification tools to ensure the PCB layout meets the design rules for the PCB process used,
and that the PCB matches the schematic.
In general, the smaller the product, and the tighter the components are packed together, the longer it
will take to create the PCB layout. If your product routes large amounts of power, or offers wireless
connectivity, then PCB layout is even more critical and time consuming.
For most PCB designs the most critical parts are the power routing, high-speed signals (crystal clocks,
address/data lines, etc.) and any wireless circuits.
To learn more about PCB design be sure to watch this free tutorial and check out this in-depth paid
course which teaches you every step of PCB design.
Figure 6 - The schematic circuit diagram must now be turned into a PCB layout design.
Step 4 – Generate the Final Bill of Materials (BOM)
Although you should have already created a preliminary BOM as part of your preliminary production
design, it’s now time for the full production BOM.
The main difference between the two is the numerous low-cost components like resistors and capaci-
tors. These components usually only cost a penny or two, so I don’t list them out separately in the
preliminary BOM.
But to actually manufacture the PCB you need a complete BOM with every component listed. This BOM
is usually created automatically by the schematic design software. The BOM lists the part numbers,
quantities, and all component specifications.
Figure 7 - The schematic circuit diagram must now be turned into a PCB layout design.
The second step is having all of the electronic components soldered onto the board. From your design
software you’ll be able to output a file that shows the exact coordinates of every component placed on the
board. This allows the assembly shop to fully automate the soldering of every component on your PCB.
Your cheapest option will be to produce your PCB prototypes in China. Although it’s usually best if you can
do your prototyping closer to home so as to reduce shipping delays, for many entrepreneurs it’s more
important to minimize costs.
For producing your prototype boards in China I highly recommend PCBWay, Bittele Electronics, Seeed
Studio, or Gold Phoenix PCB. They all offer fantastic pricing on quantities from 5 up to 8,000 boards.
In the U.S. I recommend Sunstone Circuits, Screaming Circuits, and San Francisco Circuits which I’ve used
extensively to prototype my own designs. It usually takes 1-2 weeks to get assembled boards, unless you
pay for rush service which I rarely recommend.
Figure 8 - Example of a fully assembled Printed Circuit Board (PCB).
Step 5 – Order the PCB Prototypes
Creating electronic prototypes is a two-step process. The first step produces the bare, printed circuit
boards. Your circuit design software will allow you to output the PCB layout in a format called Gerber
with one file for each PCB layer.
These Gerber files can be sent to a prototype shop for small volume runs. The same files can also be
provided to a larger manufacturer for high volume production.
This can be a difficult stage to forecast in both terms of cost and time. Any bugs you find are of course
unexpected, so it takes time to figure out the source of the bug and how best to fix it.
Evaluation and testing are usually done in parallel with programming the microcontroller. Before you
begin programming though you’ll want to at least do some basic testing to ensure the board doesn’t
have major issues.
Nearly all modern electronic products include a microchip called a Microcontroller Unit (MCU) that
acts as the “brains” for the product. A microcontroller is very similar to a microprocessor found in a
computer or smartphone.
Figure 9 - Most designs take multiple prototype iterations to get ready for market.
Step 6 - Evaluate, Program, Debug, and Repeat
Now it’s time to evaluate the prototype of the electronics. Keep in mind that your first prototype will rarely
work perfectly.
You will most likely go through several iterations before you finalize the design. This is when you will
identify, debug and fix any issues with your prototype.
A microprocessor excels at moving large amounts of data quickly, while a microcontroller excels at
interfacing and controlling devices like switches, sensors, displays, motors, etc. A microcontroller is
pretty much a simplified microprocessor.
The microcontroller needs to be programmed to perform the desired functionality. Microcontrollers
are almost always programmed in the commonly used computer language called ‘C’.
The program, called firmware, is stored in permanent but reprogrammable memory usually internal to
the microcontroller chip.
Figure 10 - Most new electronic products need firmware programming to function.
Now we’ll cover the development and prototyping of any custom plastic pieces. For most products this
includes at least the enclosure that holds everything together.
Development of custom shaped plastic or metal pieces will require a 3D modeling expert, or better yet
an industrial designer.
If appearance and ergonomics are critical for your product, then you’ll want to hire an industrial
designer. For example, industrial designers are the engineers who make portable devices like an
iPhone look so cool and sleek.
If appearance isn’t critical for your product then you can probably get by with hiring a 3D modeler, and
they are usually significantly cheaper than an industrial designer.
Figure 11 - Development of a custom enclosure is necessary for most new products.
Part 4 – Develop the Enclosure
Step 1 - Create 3D Model
The first step in developing your product’s exterior is the creation of a 3D computer model. The two big
software packages used for creating 3D models are Solidworks and PTC Creo (formerly called Pro/Engineer).
However, Autodesk now offers a cloud-based 3D modeling tool that is completely free for students,
hobbyists, and startups. It’s called Fusion 360. If you want to do your own 3D modeling, and you’re not
tied to either Solidworks or PTC Creo, then definitely consider Fusion 360.
Here’s an introductory course (paid) on 3D modeling using Fusion 360.
Once your industrial or 3D modeling designer has completed the 3D model you can then turn it into
physical prototypes. The 3D model can also be used for marketing purposes, especially before you
have functional prototypes available.
If you plan to use your 3D model for marketing purposes you’ll want to have a photo realistic version
of the model created. Both Solidworks and PTC Creo have photo realistic modules available.
You can also get a photo realistic, 3D animation of your product done. Keep in mind you may need to
hire a separate designer that specializes in animation and making 3D models look realistic.
Figure 12 - Creating a 3D model is an essential first step to product design.
Figure 13 - Low-cost 3D printers have revolutionized new product prototyping.
The biggest risk when it comes to developing the 3D model for your enclosure is that you end up with
a design that can be prototyped but not manufactured in volume.
Ultimately, your enclosure will be produced by a method called high-pressure injection molding (see
step 4 below for more details).
Developing a part for production using injection molding can be quite complex with many rules to
follow. On the other hand, just about anything can be prototyped via 3D printing.
So be sure to only hire someone that fully understands all of the complexities and design require-
ments for injection molding.
Step 2 - Order Case Prototypes (or Buy a 3D Printer)
Plastic prototypes are built using either an additive process (most common) or a subtractive process.
An additive process, like 3D printing, creates the prototype by stacking up thin layers of plastic to
create the final product.
A subtractive process, like CNC machining, instead takes a block of solid production plastic and carves
out the final product.
The advantage of subtractive processes is that you get to use a plastic resin that exactly matches the
final production plastic you’ll use. This is important for some products, however for most products this
isn’t essential.
With additive processes, a special prototyping resin is used, and it may have a different feel than the
production plastic. Resins used in additive processes have improved significantly but they still don’t
match the production plastics used in injection molding.
I mentioned this already, but it deserves to be highlighted again. Be warned that prototyping processes
(additive and subtractive) are completely different than the technology used for production (injection
molding). You must avoid creating prototypes (especially with additive prototyping) that are impossible
to manufacture.
In the beginning you don’t necessarily need to make the prototype follow all of the rules for injection
molding, but you need to keep them in mind so your design can be more easily transitioned to injec-
tion molding.
Numerous companies can take your 3D model and turn it into a physical prototype. Proto Labs is the
company I personally recommend. They offer both additive and subtractive prototyping, as well as
low-volume injection molding.
You may also consider purchasing your own 3D printer, especially if you think you will need several
iterations to get your product right. 3D printers can be purchased now for only a few hundred dollars
allowing you to create as many prototype versions as desired.
The real advantage of having your own 3D printer is it allows you to iterate your prototype almost
immediately, thus reducing your time to market.
Step 3 - Evaluate the Enclosure Prototypes
Now it’s time to evaluate the enclosure prototypes and change the 3D model as necessary. It will
almost always take several prototype iterations to get the enclosure design just right.
Although 3D computer models allow you to visualize the enclosure, nothing compares to holding a real
prototype in your hand. There will almost certainly be both functional and cosmetic changes you’ll
want to make once you have your first real prototype. Plan on needing multiple prototype versions to
get everything right.
Figure 14 - Injection molding machine. Image supplied courtesy of Rutland Plastics.
Developing the plastic for your new product isn’t necessarily easy or cheap, especially if aesthetics is
critical for your product. However, the real complications and costs arise when you transition from the
prototype stage to full production.
Step 4 - Transition to Injection Molding
Although the electronics are probably the most complex and expensive part of your product to develop,
the plastic will be the most expensive to manufacture. Setting up production of your plastic parts using
injection molding is extremely expensive.
Most plastic products sold today are made using a really old manufacturing technique called injection
molding. It’s very important for you to have an understanding of this process.
You start with a steel mold, which is two pieces of steel held together using high pressure. The mold has
a carved cavity in the shape of the desired product. Then, hot molten plastic is injected into the mold.
Injection molding technology has one big advantage – it’s a cheap way to make millions of the same
plastic pieces. Current injection molding technology uses a giant screw to force plastic into a mold at
high pressure, a process invented in 1946. Compared to 3D printing, injection molding is ancient!
Injection molds are extremely efficient at making lots of the same thing at a really low cost per unit.
But the molds themselves are shockingly expensive. A mold designed for making millions of a product
can reach $100k! This high cost is mostly because the plastic is injected at such high pressure, which is
extremely tough on a mold.
To withstand these conditions molds are made using hard metals. The more injections required, the
harder the metal required, and the higher the cost.
For example, you can use aluminum molds to make several thousand units. Aluminum is soft so it
degrades very quickly. However, because it’s softer it’s also easier to make into a mold, so the cost is
lower – only $1-2k for a simple mold.
As the intended volume for the mold increases so does the required metal hardness and thus the cost.
The lead time to produce a mold also increases with hard metals like steel. It takes the mold maker
much longer to carve out (called machining) a steel mold, than a softer aluminum one.
You can eventually increase your production speed by using multiple cavity molds. They allow you to
produce multiple copies of your part with a single injection of plastic.
But don’t jump into multiple cavity molds until you have worked through any modifications to your
initial molds. It is wise to run at least several thousand units before upgrading to multiple cavity molds.
To learn more about injection molding see this blog and check out this paid course.
All electronic products sold must have various types of certification. The certifications required vary
depending on what country the product will be sold in. We’ll cover certifications required in the USA,
Canada, and the European Union.
Although these are all electrical certifications, in most cases they will need to be completed on the
finished product including the enclosure, and not just on the bare electronics.
You need to design your product from day one with certifications in mind, but generally the actual
certifications will be done as late as possible while setting up manufacturing.
If you certify too early, then any design changes will likely require you to recertify it, so better to wait
until the product is finalized with no more changes expected.
Certifications are a complex topic so I suggest that you consult with an expert in certifications before
you go too deep into developing your product. There are many tricks and tips that can drastically
reduce your certification costs if they are implemented at the start.
Part 5 – Certify Your Product
Figure 15 - Nearly all electrical products require some levels of certification.
FCC (Federal Communications Commission)
FCC certification is necessary for all electronic products sold in the United States. All electronic
products emit some amount of electromagnetic radiation (i.e. radio waves) so the FCC wants to make
sure that products don’t interfere with wireless communication.
There are two categories of FCC certification. Which type is required for your product depends on
whether your product features wireless communication capabilities such as Bluetooth, WiFi, ZigBee, or
other wireless protocols.
The FCC classifies products with wireless communication functionality as intentional radiators.
Products that don’t intentionally emit radio waves are classified as non-intentional radiators.
Intentional radiator certification will cost you roughly 10 times as much as non-intentional
radiator certification.
Consider initially using electronic modules for any of your product’s wireless functions. This allows
you to get by with only non-intentional radiator certification, which will save you at least $10k.
UL (Underwriters Laboratories) / CSA (Canadian Standards Association)
UL or CSA certification is necessary for all electrical products sold in the United States or Canada that
plug into an AC outlet.
Battery-only products that don’t plug into an AC outlet do not require UL/CSA certification. However,
most major retailers and/or product liability insurance companies will require that your product be UL
or CSA certified.
CE (Conformité Européene)
CE certification is needed for the majority of electronic products sold in the European Union (EU). It is
similar to the FCC and UL certifications required in the United States.
RoHS
RoHS certification ensures that a product is lead-free. RoHS certification is required for electrical
products sold in the European Union (EU) or the state of California. Since California’s economy is so
significant, the majority of products sold in the U.S. are RoHS certified.
Lithium Battery Certifications (UL1642, IEC61233, and UN38.3)
Rechargeable lithium-ion/polymer batteries have some serious safety concerns. If short-circuited or
overcharged they can even burst into flames.
Do you remember the double recall on the Samsung Galaxy Note 7 because of this issue? Or the
stories about various hoverboards bursting into flames?
Because of these safety concerns rechargeable lithium batteries must be certified. For most products I
recommend initially using off-the-shelf batteries that already have these certifications. However, this
will limit your choices and most lithium batteries have not been certified.
This is primarily due to the fact that most hardware companies choose to have a battery custom
designed to take advantage of all of the space available in a product. For this reason most battery
manufacturers don’t bother with getting their off-the-shelf batteries certified.
This article has given you a basic overview of the process of developing a new electronic hardware
product, regardless of your technical level.
This process includes selecting the best development strategy, and developing the electronics and
enclosure for your product.
There is much for you to learn in order to develop a new product. I try to cover all these topics on the
Predictable Designs blog, podcast, and courses. My goal is to help you fully understand how to develop
your product in a more predictable fashion.
When you are ready to get serious about your product then you need to join the Hardware Academy.
You will get access to an entire team of experts to help you with your product, plus you get private
consulting with John Teel (founder of Predictable Designs and creator of this guide).
You also get lots of in-depth video training courses, a variety valuable resources, referrals for trusted
developers and manufacturers, and access to a thriving community of hardware entrepreneurs just
like you.
Conclusion
Guide to Developing and Selling Your Electronic Hardware Product

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Guide to Developing and Selling Your Electronic Hardware Product

  • 1. Ultimate Guide How to Develop and Sell Your New Electronic Hardware Product
  • 2. Table of Contents Introduction 3 PART 1 – Upfront Work ......................................................................................................... 4 Market research, patents and product validation ....................................................... 4 Simplify your product ..................................................................................................... 5 Product complexity can be a death trap for new entrepreneurs and startups! ..... 5 Proof-of-Concept (POC) prototypes ............................................................................. 6 PART 2 – Product Development Strategies ........................................................................ 7 Develop the Product Yourself ..................................................................................... 7 Bring on Technical Co-Founder(s) ................................................................................ 8 Outsource to Freelance Engineers ................................................................................ 9 Outsource to a Development Firm ................................................................................ 9 Partner with a Manufacturer ......................................................................................... 10 PART 2 – Develop the Electronics ....................................................................................... 11 Step 1 – Create a Preliminary Production Design ........................................................ 11 Step 1A – System Block Diagram ................................................................................ 12 Step 1B – Selection of Production Components .......................................................... 13 Step 1C – Estimate the Production Cost ....................................................................... 14 Step 2 – Design the Schematic Circuit Diagram .......................................................... 17 Step 3 – Design the Printed Circuit Board (PCB) .......................................................... 17 Step 4 – Generate the Final Bill of Materials (BOM) ................................................. 17 Step 5 – Order the PCB Prototypes ............................................................................... 17 Step 6 - Evaluate, Program, Debug, and Repeatt ......................................................... 17 PART 2 – Develop the Enclosure ........................................................................................ 15 Step 1 - Create 3D Model ............................................................................................... 17 Step 2 - Order Case Prototypes (or Buy a 3D Printer) .............................................. 17 Step 3 - Evaluate the Enclosure Prototypes ................................................................. 17 Step 4 - Transition to Injection Molding ........................................................................ 17 PART 2 – Certify Your Product ............................................................................................ 15 FCC (Federal Communications Commission) .............................................................. 17 UL (Underwriters Laboratories) / CSA (Canadian Standards Association) .............. 17 CE (Conformité Européene) .......................................................................................... 17 RoHS ................................................................................................................................. 17 Lithium Battery Certifications (UL1642, IEC61233, and UN38.3) ............................. 17 Conclusion ............................................................................................................................ 15
  • 3. So you want to develop and prototype a new electronic hardware product? Let me start with the good news – it’s possible. You can develop a new electronic device regardless of your technical level and you don’t necessarily need to be a design engineer to succeed. Whether you’re an entrepreneur, maker, or inventor, or running a startup or small business, this guide will help you understand the development process for any new electronic product. You won’t need any prior knowledge of electronics design to understand this article. Although, it will be easier to comprehend if you already have a technical background in software, engineering or another field of science. Even if you have no technical background at all, you will still gain a better understanding of the development process from reading this article. I won’t lie to you, though. It’s a long, difficult journey to launch a new tech product. Although hardware is known for being hard, it’s easier than ever for individuals and small teams to develop amazing new electronic gadgets. However, if you are looking for an easy, quick way to make money then I suggest you stop reading right now because bringing a new product to market is far from easy or quick. Although I present each step in a linear fashion, product development is never a smooth linear progression and at times you will find yourself taking two steps back for every step forward. Don’t get too frustrated though when this happens because it’s just part of the process. Introduction
  • 4. Before we get into the actual product development steps I feel that it’s important to quickly cover some of the upfront work that needs to be done before full product development begins. Unfortunately, too many people skip past these critical early steps, since most entrepreneurs want to get right into developing their product. Skip these initial steps at your own peril. Market research, patents and product validation You need to first research the competition and confirm that a market exists for your product. When entrepreneurs do competitive research a common misconception is to think that finding any competition is bad. In fact, most entrepreneurs panic and think it’s the end of their project when they find a competing solution. In reality though, having some competition is actually good because it proves there is a market for your product idea. Once you’ve determined that a market exists for your product, then the next step is to validate that people will actually buy your product. For example, one way to validate your new product idea is to make a sales flyer to share with potential customers or retailers that carry similar products. Request their feedback on your tech product. You can also setup an online sales page to test your idea. Crowdfunding is another great form of validation. The key is you have to share your product idea with lots of unbiased people who will give you honest feedback. But, what about a patent? Don’t you need one before you can safely tell others about your product? Being overly secretive is probably the most common mistake made by new entrepreneurs. In reality, I’ve never seen a hardware startup fail because their idea was stolen. That just does not happen. Instead, entrepreneurs usually fail because they’ve been unsuccessful at marketing their product. However, I do understand concerns over privacy and why most people want to start with a patent. But Part 1 – Upfront Work
  • 5. patents are really expensive and take a long time to get. They are simply not the best use of your limited time or money when you are first starting out. Instead, I recommend what is called a Provisional Patent Application (PPA) in the United States. Other regions likely have something similar available. For only a couple hundred dollars, a PPA will give your product protection for one year. And you won’t need to hire an expensive patent attorney at this stage. Simplify your product I spent years developing my own consumer product, and have helped other entrepreneurs develop their products for much longer. One of the most important lessons I’ve learned is that you need to simplify your device as much as possible. You must embrace simplification in order to have a realistic shot at getting your product to market in a timely fashion and without going bankrupt. Product complexity can be a death trap for new entrepreneurs and startups! Most entrepreneurs, and even most engineers, don’t understand all the consequences of various product features. The addition of what seems like a minor feature can often drastically increase your development cost and the time it takes to get to market. For example, something as simple as the position of a button could waste thousands of dollars, if it creates the need for more expensive injection molds. Another example comes from an entrepreneur who recently asked me for feedback on his product concept. He is very technically minded and had spent a lot of time specifying his product in great detail. But he didn’t understand all the future implications of these features. I quickly explained to him why one feature of his product was going to drastically drive up all of his costs including: development, prototyping, electrical certifications, and mold costs. I proposed several alternative solutions, and he was off to a much better start. These changes made his product about 3 times easier to bring to market. Overall, he easily saved at least $50,000 with this one change!
  • 6. The catch is that unless you understand the entire development and manufacturing process it’s diffi- cult to know the future implications of every product decision. If you outsource product development be aware that asking your primary developer(s) to help simplify your product may create a conflict of interest. This is because the more complex you product the more money they get paid. Instead, work with independent experts to help you simplify your product and better understand the long-term impacts of your early product decisions. Proof-of-Concept (POC) prototypes At this point you have proven that there is a market for your product and you’ve simplified the product concept as much as possible. Now the question you must answer is whether your concept really solves the intended problem as expected. This is the goal of a Proof-of-Concept (POC) prototype which is an early prototype created using off-the-shelf components. A POC prototype doesn’t have any custom electronics design, and is typically based on development kits such as an Arduino or Raspberry Pi. I’ve already stressed the importance of not starting right way with full development, but a POC prototype is different because it’s not usually very expensive to build.
  • 7. 1) Develop the Product Yourself This is rarely a viable strategy completely by itself. Very few people have all of the skills needed to develop a market-ready electronic product completely on their own. Even if you happen to be an engineer, are you an expert in electronics design, programming, 3D mod- eling, injection molding, and manufacturing? Probably not. Also most of these specialties are made up of numerous sub-specialties. That being said, if you have the necessary skills, the farther you take the development of your There are essentially five options for entrepreneurs and startups to develop a new hardware product. However, many times the best overall strategy is a combination of these five development strategies. If you don’t have the technical knowledge to properly manage product development and to judge the quality of work being done, then having a technical advisor is a must regardless of which of these development strategies you follow. This technical advisor can help you make key technical decisions and provide oversight of your primary developers. Even if you are an experienced engineer it’s highly beneficial to have an advisor who Part 2 - Product Development Strategies Figure 1 - Developing a new electronic product usually requires a team of engineers.
  • 8. product yourself the more money you will save. For example, I brought my own hardware product to market about 6 years ago. The product was more complex mechanically than it was electrically. I’m an electronics engineer by training and not a mechanical engineer, so I initially hired a couple freelance mechanical engineers. However, I quickly became frustrated with how slow things progressed. After all, I was thinking about my product almost every waking hour. I was obsessed with getting my product developed and on the market as fast as possible. Sound familiar? But the engineers I hired were juggling it with lots of other projects and not giving my project the attention I felt it deserved. So I decided to learn everything needed to do the mechanical design myself. No one was more motivated than myself to get my product developed and on the market. Ultimately, I was able to complete the mechanical design much faster (and for much less money). The moral of the story is to do as much of the development as your skills allow, but also don’t take that too far. If your sub-expert skills cause you to develop a less than optimal product then that is a big mistake. Also, any new skills you must learn will take time and that may ultimately lengthen the time to market. Always bring in experts to fill in any gaps in your expertise, but be sure to remain involved in all key decisions. 2) Bring on Technical Co-Founder(s) If you are a non-technical founder then you would definitely be wise to bring on a technical co-found- er. One of the founders on your startup team needs to at the very least understand enough about product development to manage the process. If you plan to eventually seek outside funding from professional investors then you definitely need a team of founders. Professional startup investors know that a team of founders is much more likely to succeed than a solo founder. The ideal co-founder team for most hardware startups is a hardware engineer, a programmer, and a marketer. Bringing on co-founders may sound like the perfect solution to your problems, but there are some serious downsides as well. First of all, finding co-founders is difficult and will likely take a tremendous amount of time. That is valuable time that isn’t being spent developing your product.
  • 9. Finding co-founders is not something you should rush and you need to take time to find the right match. Not only do they need to compliment your skills, but you also really need to like them personally. You are essentially going to be married to them for at least a few years so be sure you get along well. The major downside of bringing on co-founders is they reduce your equity in the company. All found- ers of a company should really have equal equity in the company. So if you are going solo right now, be prepared to give any co-founder half of your company. 3) Outsource to Freelance Engineers One of the best ways to fill in any gaps in your teams technical ability is by outsourcing to freelance engineers. Just keep in mind that most products will require multiple engineers of different specialties so you will need to manage the various engineers yourself. Ultimately, someone on the founding team will need to serve as the project manager. Make sure you find an electrical engineer that has experience designing the type of electronics required by your product. Electrical engineering is a huge field of study and many engineers lack any experience with circuit design. For the 3D designer make sure you find someone that has experience with injection molding technology, otherwise you’re likely to end up with a product that can be prototyped but not mass manufactured. 4) Outsource to a Development Firm The best known product design firms such as Frog, IDEO, Fuse Project, etc. can generate fantastic product designs, but they’re insanely expensive. Startups should avoid big design firms at all costs. Top design firms can charge $500k+ to fully develop your new product. Even if you can afford to hire an expensive product development firm, don’t do it! However, there are many smaller, less known design firms that I’ve worked with that can develop your product at a much more reasonable price. The cost for these smaller firms usually falls closer to the cost of hiring freelancers yet with more oversight and better quality procedures in place.
  • 10. One final comment on working with product design firms. You must discard the false belief that you can just have someone else handle all of the development while you just wait on the sidelines. Those that attempt that path almost always get burned and lose a lot of money and time. You absolutely need to be involved in development and understand at least the basics of the development process as well as the various design tradeoffs being made. 5) Partner with a Manufacturer One avenue to pursue is partnering with an overseas manufacturer that already makes products that are similar to your product. Large manufacturers will have their own engineering and development departments to work on their own products. If you can find a manufacturer already making something similar to your own product, they may be able to do everything for you – development, engineering, prototyping, mold production and manufacturing. This strategy can lower your upfront development costs. Manufacturers will, however, amortize these costs, which means adding an additional cost per product for the first production runs. This essentially works like an interest free loan, allowing you to slowly pay back your development costs to the manu- facturer. Sounds great and easy, so what’s the catch? The main risk to consider with this strategy is you are putting everything related to your product into a single company. They will surely want an exclusive manufacturing agreement, at least until their costs have been recovered. This means you can’t migrate to a cheaper manufacturing option when your production volume increases. Also be warned that many manufacturers may want part, or all, of the intellectual rights to your product.
  • 11. Development of the electronics for your product can be broken down into seven steps: preliminary production design, schematic diagram, PCB layout, final BOM, prototype, test and program, and finally certification. For a very basic introduction to electronics see this article which focuses mostly on the various types of electronic components. Then for an introduction to basic electronic circuits see here. Step 1 – Create a Preliminary Production Design When developing a new electronic hardware product you should first start with a preliminary produc- tion design. This is not to be confused with a Proof-of-Concept (POC) prototype. A POC prototype is usually built using a development kit like an Arduino. They can sometimes be useful to prove that your product concept solves the desired problem. But a POC prototype is far from being a production design. Rarely can you go to market with an Arduino embedded in your product. A preliminary production design focuses on your product’s production components, cost, profit margin, performance, features, development feasibility and manufacturability. You can use a preliminary production design to produce estimates for every cost your product will need. It is important to accurately know the costs to develop, prototype, program, certify, scale, and manufacture the product. A preliminary production design will answer the following pertinent questions. Is my product feasible to develop? Can I afford to develop this product? How long will it take me to develop my product? Can I mass manufacture the product? Can I sell it at a profit? Many entrepreneurs make the mistake of skipping the preliminary production design step, and instead jump right into designing the schematic circuit diagram. By doing so, you may eventually discover you’ve spent all this effort and hard-earned money on a product that can’t be affordably developed, manufactured, or most importantly, sold at a profit. Part 3 – Develop the Electronics
  • 12. Most products require a microcontroller or a microprocessor with various components (displays, sensors, memory, etc.) interfacing with the microcontroller via various serial ports. By creating a system block diagram you can easily identify the type and number of serial ports required. This is an essential first step for selecting the correct microcontroller for your product. Step 1A – System Block Diagram When creating the preliminary production design you should start by defining the system-level block diagram. This diagram specifies each electronic function and how all of the functional components interconnect. Figure 2 - A block diagram specifies each function and the system-level connectivity.
  • 13. In the U.S., Newark, Digikey, Arrow, Mouser, and Future are the most popular suppliers of electronic components. You can purchase most electronic components in ones (for prototyping and initial test- ing) or up to thousands (for low-volume manufacturing). Once you reach higher production volumes you will save money by purchasing some components directly from the manufacturer. Figure 3 - Selection of the production components is a critical first development step. Step 1B – Selection of Production Components Next, you must select the various production components: microchips, sensors, displays, and connec- tors based upon the desired functions and target retail price of your product. This will allow you to then create a preliminary Bill of Materials (BOM).
  • 14. Step 1C – Estimate the Production Cost You should now estimate the production cost (or Cost of Goods Sold – COGS) for your product. It’s critical to know as soon as possible how much it will cost to manufacture your product. You need to know your product’s manufacturing unit cost in order to determine the best sales price, the cost of inventory, and most importantly your profit. The production components that you’ve selected will of course have a big impact on the manufacturing cost. But to get an accurate manufacturing cost estimate you also must include the cost of the PCB assembly, final product assembly, product testing, retail packaging, scrap rate, returns, logistics, duties, and warehousing. For more help estimating your manufacturing cost be sure to read this blog and check out this course (paid). Figure 4 - It’s critical to estimate your production cost as early as possible.
  • 15. Step 2 – Design the Schematic Circuit Diagram Now it’s time to design the schematic circuit diagram based upon the system block diagram you creat- ed in step 1. The schematic diagram shows how every component, from microchips to resistors, connects together. Whereas a system block diagram is mostly focused on the higher level product functionality, a sche- matic diagram is all about the little details. Something as simple as a mis-numbered pin on a component in a schematic can cause a complete lack of functionality. In most cases you’ll need a separate sub-circuit for each block of your system block diagram. These various sub-circuits will then be connected together to form the full schematic circuit diagram. Special electronics design software is used to create the schematic diagram and to help ensure it is free of mistakes. I recommend using a package called DipTrace which is affordable, powerful, and easy to use. Other popular PCB software packages include Altium Designer and Eagle. But be warned these are quite expensive and are best for those designing multiple products. For a free, open-source PCB design tool also be sure to check out KiCad. Figure 5 - Example of a schematic circuit diagram.
  • 16. Step 3 – Design the Printed Circuit Board (PCB) Once the schematic is done you will now design the Printed Circuit Board (PCB). The PCB is the physical board that holds and connects all of the electronic components. Development of the system block diagram and schematic circuit have been mostly conceptual in nature. A PCB design though is very real world. The PCB is designed in the same software that created the schematic diagram. The software will have various verification tools to ensure the PCB layout meets the design rules for the PCB process used, and that the PCB matches the schematic. In general, the smaller the product, and the tighter the components are packed together, the longer it will take to create the PCB layout. If your product routes large amounts of power, or offers wireless connectivity, then PCB layout is even more critical and time consuming. For most PCB designs the most critical parts are the power routing, high-speed signals (crystal clocks, address/data lines, etc.) and any wireless circuits. To learn more about PCB design be sure to watch this free tutorial and check out this in-depth paid course which teaches you every step of PCB design. Figure 6 - The schematic circuit diagram must now be turned into a PCB layout design.
  • 17. Step 4 – Generate the Final Bill of Materials (BOM) Although you should have already created a preliminary BOM as part of your preliminary production design, it’s now time for the full production BOM. The main difference between the two is the numerous low-cost components like resistors and capaci- tors. These components usually only cost a penny or two, so I don’t list them out separately in the preliminary BOM. But to actually manufacture the PCB you need a complete BOM with every component listed. This BOM is usually created automatically by the schematic design software. The BOM lists the part numbers, quantities, and all component specifications. Figure 7 - The schematic circuit diagram must now be turned into a PCB layout design.
  • 18. The second step is having all of the electronic components soldered onto the board. From your design software you’ll be able to output a file that shows the exact coordinates of every component placed on the board. This allows the assembly shop to fully automate the soldering of every component on your PCB. Your cheapest option will be to produce your PCB prototypes in China. Although it’s usually best if you can do your prototyping closer to home so as to reduce shipping delays, for many entrepreneurs it’s more important to minimize costs. For producing your prototype boards in China I highly recommend PCBWay, Bittele Electronics, Seeed Studio, or Gold Phoenix PCB. They all offer fantastic pricing on quantities from 5 up to 8,000 boards. In the U.S. I recommend Sunstone Circuits, Screaming Circuits, and San Francisco Circuits which I’ve used extensively to prototype my own designs. It usually takes 1-2 weeks to get assembled boards, unless you pay for rush service which I rarely recommend. Figure 8 - Example of a fully assembled Printed Circuit Board (PCB). Step 5 – Order the PCB Prototypes Creating electronic prototypes is a two-step process. The first step produces the bare, printed circuit boards. Your circuit design software will allow you to output the PCB layout in a format called Gerber with one file for each PCB layer. These Gerber files can be sent to a prototype shop for small volume runs. The same files can also be provided to a larger manufacturer for high volume production.
  • 19. This can be a difficult stage to forecast in both terms of cost and time. Any bugs you find are of course unexpected, so it takes time to figure out the source of the bug and how best to fix it. Evaluation and testing are usually done in parallel with programming the microcontroller. Before you begin programming though you’ll want to at least do some basic testing to ensure the board doesn’t have major issues. Nearly all modern electronic products include a microchip called a Microcontroller Unit (MCU) that acts as the “brains” for the product. A microcontroller is very similar to a microprocessor found in a computer or smartphone. Figure 9 - Most designs take multiple prototype iterations to get ready for market. Step 6 - Evaluate, Program, Debug, and Repeat Now it’s time to evaluate the prototype of the electronics. Keep in mind that your first prototype will rarely work perfectly. You will most likely go through several iterations before you finalize the design. This is when you will identify, debug and fix any issues with your prototype.
  • 20. A microprocessor excels at moving large amounts of data quickly, while a microcontroller excels at interfacing and controlling devices like switches, sensors, displays, motors, etc. A microcontroller is pretty much a simplified microprocessor. The microcontroller needs to be programmed to perform the desired functionality. Microcontrollers are almost always programmed in the commonly used computer language called ‘C’. The program, called firmware, is stored in permanent but reprogrammable memory usually internal to the microcontroller chip. Figure 10 - Most new electronic products need firmware programming to function.
  • 21. Now we’ll cover the development and prototyping of any custom plastic pieces. For most products this includes at least the enclosure that holds everything together. Development of custom shaped plastic or metal pieces will require a 3D modeling expert, or better yet an industrial designer. If appearance and ergonomics are critical for your product, then you’ll want to hire an industrial designer. For example, industrial designers are the engineers who make portable devices like an iPhone look so cool and sleek. If appearance isn’t critical for your product then you can probably get by with hiring a 3D modeler, and they are usually significantly cheaper than an industrial designer. Figure 11 - Development of a custom enclosure is necessary for most new products. Part 4 – Develop the Enclosure
  • 22. Step 1 - Create 3D Model The first step in developing your product’s exterior is the creation of a 3D computer model. The two big software packages used for creating 3D models are Solidworks and PTC Creo (formerly called Pro/Engineer). However, Autodesk now offers a cloud-based 3D modeling tool that is completely free for students, hobbyists, and startups. It’s called Fusion 360. If you want to do your own 3D modeling, and you’re not tied to either Solidworks or PTC Creo, then definitely consider Fusion 360. Here’s an introductory course (paid) on 3D modeling using Fusion 360. Once your industrial or 3D modeling designer has completed the 3D model you can then turn it into physical prototypes. The 3D model can also be used for marketing purposes, especially before you have functional prototypes available. If you plan to use your 3D model for marketing purposes you’ll want to have a photo realistic version of the model created. Both Solidworks and PTC Creo have photo realistic modules available. You can also get a photo realistic, 3D animation of your product done. Keep in mind you may need to hire a separate designer that specializes in animation and making 3D models look realistic. Figure 12 - Creating a 3D model is an essential first step to product design.
  • 23. Figure 13 - Low-cost 3D printers have revolutionized new product prototyping. The biggest risk when it comes to developing the 3D model for your enclosure is that you end up with a design that can be prototyped but not manufactured in volume. Ultimately, your enclosure will be produced by a method called high-pressure injection molding (see step 4 below for more details). Developing a part for production using injection molding can be quite complex with many rules to follow. On the other hand, just about anything can be prototyped via 3D printing. So be sure to only hire someone that fully understands all of the complexities and design require- ments for injection molding. Step 2 - Order Case Prototypes (or Buy a 3D Printer) Plastic prototypes are built using either an additive process (most common) or a subtractive process. An additive process, like 3D printing, creates the prototype by stacking up thin layers of plastic to create the final product.
  • 24. A subtractive process, like CNC machining, instead takes a block of solid production plastic and carves out the final product. The advantage of subtractive processes is that you get to use a plastic resin that exactly matches the final production plastic you’ll use. This is important for some products, however for most products this isn’t essential. With additive processes, a special prototyping resin is used, and it may have a different feel than the production plastic. Resins used in additive processes have improved significantly but they still don’t match the production plastics used in injection molding. I mentioned this already, but it deserves to be highlighted again. Be warned that prototyping processes (additive and subtractive) are completely different than the technology used for production (injection molding). You must avoid creating prototypes (especially with additive prototyping) that are impossible to manufacture. In the beginning you don’t necessarily need to make the prototype follow all of the rules for injection molding, but you need to keep them in mind so your design can be more easily transitioned to injec- tion molding. Numerous companies can take your 3D model and turn it into a physical prototype. Proto Labs is the company I personally recommend. They offer both additive and subtractive prototyping, as well as low-volume injection molding. You may also consider purchasing your own 3D printer, especially if you think you will need several iterations to get your product right. 3D printers can be purchased now for only a few hundred dollars allowing you to create as many prototype versions as desired. The real advantage of having your own 3D printer is it allows you to iterate your prototype almost immediately, thus reducing your time to market. Step 3 - Evaluate the Enclosure Prototypes Now it’s time to evaluate the enclosure prototypes and change the 3D model as necessary. It will almost always take several prototype iterations to get the enclosure design just right. Although 3D computer models allow you to visualize the enclosure, nothing compares to holding a real prototype in your hand. There will almost certainly be both functional and cosmetic changes you’ll want to make once you have your first real prototype. Plan on needing multiple prototype versions to get everything right.
  • 25. Figure 14 - Injection molding machine. Image supplied courtesy of Rutland Plastics. Developing the plastic for your new product isn’t necessarily easy or cheap, especially if aesthetics is critical for your product. However, the real complications and costs arise when you transition from the prototype stage to full production. Step 4 - Transition to Injection Molding Although the electronics are probably the most complex and expensive part of your product to develop, the plastic will be the most expensive to manufacture. Setting up production of your plastic parts using injection molding is extremely expensive. Most plastic products sold today are made using a really old manufacturing technique called injection molding. It’s very important for you to have an understanding of this process. You start with a steel mold, which is two pieces of steel held together using high pressure. The mold has a carved cavity in the shape of the desired product. Then, hot molten plastic is injected into the mold.
  • 26. Injection molding technology has one big advantage – it’s a cheap way to make millions of the same plastic pieces. Current injection molding technology uses a giant screw to force plastic into a mold at high pressure, a process invented in 1946. Compared to 3D printing, injection molding is ancient! Injection molds are extremely efficient at making lots of the same thing at a really low cost per unit. But the molds themselves are shockingly expensive. A mold designed for making millions of a product can reach $100k! This high cost is mostly because the plastic is injected at such high pressure, which is extremely tough on a mold. To withstand these conditions molds are made using hard metals. The more injections required, the harder the metal required, and the higher the cost. For example, you can use aluminum molds to make several thousand units. Aluminum is soft so it degrades very quickly. However, because it’s softer it’s also easier to make into a mold, so the cost is lower – only $1-2k for a simple mold. As the intended volume for the mold increases so does the required metal hardness and thus the cost. The lead time to produce a mold also increases with hard metals like steel. It takes the mold maker much longer to carve out (called machining) a steel mold, than a softer aluminum one. You can eventually increase your production speed by using multiple cavity molds. They allow you to produce multiple copies of your part with a single injection of plastic. But don’t jump into multiple cavity molds until you have worked through any modifications to your initial molds. It is wise to run at least several thousand units before upgrading to multiple cavity molds. To learn more about injection molding see this blog and check out this paid course.
  • 27. All electronic products sold must have various types of certification. The certifications required vary depending on what country the product will be sold in. We’ll cover certifications required in the USA, Canada, and the European Union. Although these are all electrical certifications, in most cases they will need to be completed on the finished product including the enclosure, and not just on the bare electronics. You need to design your product from day one with certifications in mind, but generally the actual certifications will be done as late as possible while setting up manufacturing. If you certify too early, then any design changes will likely require you to recertify it, so better to wait until the product is finalized with no more changes expected. Certifications are a complex topic so I suggest that you consult with an expert in certifications before you go too deep into developing your product. There are many tricks and tips that can drastically reduce your certification costs if they are implemented at the start. Part 5 – Certify Your Product Figure 15 - Nearly all electrical products require some levels of certification.
  • 28. FCC (Federal Communications Commission) FCC certification is necessary for all electronic products sold in the United States. All electronic products emit some amount of electromagnetic radiation (i.e. radio waves) so the FCC wants to make sure that products don’t interfere with wireless communication. There are two categories of FCC certification. Which type is required for your product depends on whether your product features wireless communication capabilities such as Bluetooth, WiFi, ZigBee, or other wireless protocols. The FCC classifies products with wireless communication functionality as intentional radiators. Products that don’t intentionally emit radio waves are classified as non-intentional radiators. Intentional radiator certification will cost you roughly 10 times as much as non-intentional radiator certification. Consider initially using electronic modules for any of your product’s wireless functions. This allows you to get by with only non-intentional radiator certification, which will save you at least $10k. UL (Underwriters Laboratories) / CSA (Canadian Standards Association) UL or CSA certification is necessary for all electrical products sold in the United States or Canada that plug into an AC outlet. Battery-only products that don’t plug into an AC outlet do not require UL/CSA certification. However, most major retailers and/or product liability insurance companies will require that your product be UL or CSA certified. CE (Conformité Européene) CE certification is needed for the majority of electronic products sold in the European Union (EU). It is similar to the FCC and UL certifications required in the United States. RoHS RoHS certification ensures that a product is lead-free. RoHS certification is required for electrical products sold in the European Union (EU) or the state of California. Since California’s economy is so significant, the majority of products sold in the U.S. are RoHS certified. Lithium Battery Certifications (UL1642, IEC61233, and UN38.3) Rechargeable lithium-ion/polymer batteries have some serious safety concerns. If short-circuited or overcharged they can even burst into flames. Do you remember the double recall on the Samsung Galaxy Note 7 because of this issue? Or the stories about various hoverboards bursting into flames?
  • 29. Because of these safety concerns rechargeable lithium batteries must be certified. For most products I recommend initially using off-the-shelf batteries that already have these certifications. However, this will limit your choices and most lithium batteries have not been certified. This is primarily due to the fact that most hardware companies choose to have a battery custom designed to take advantage of all of the space available in a product. For this reason most battery manufacturers don’t bother with getting their off-the-shelf batteries certified. This article has given you a basic overview of the process of developing a new electronic hardware product, regardless of your technical level. This process includes selecting the best development strategy, and developing the electronics and enclosure for your product. There is much for you to learn in order to develop a new product. I try to cover all these topics on the Predictable Designs blog, podcast, and courses. My goal is to help you fully understand how to develop your product in a more predictable fashion. When you are ready to get serious about your product then you need to join the Hardware Academy. You will get access to an entire team of experts to help you with your product, plus you get private consulting with John Teel (founder of Predictable Designs and creator of this guide). You also get lots of in-depth video training courses, a variety valuable resources, referrals for trusted developers and manufacturers, and access to a thriving community of hardware entrepreneurs just like you. Conclusion