By Rich Nesin, General Manager and Resident Philosopher, HomePNA
Well, I admit it. I like good news. Especially the kind that supports trends we’ve been predicting and reporting (ever notice how similar brag is to blog?).
A new report from market analyst Joyce Putcher at In-Stat entitled “2Wire, Huawei, and Thomson Make Major Gains across Broadband CPE Market Share Segments” provides more evidence that the basic dynamics of the home networking equipment market is changing. Or is the correct term “maturing”?
Is it competition from TelcoTV service providers? Is it telecom evolving into a three network (hint to the Adult ADD crowd, the home network is the third) network? Is it home networks enabling service providers to add new customers and increase ARPU (a smutty sounding acronym for Average Revenue Per Customer) with new features like whole-home DVRs and remote diagnostics or new services like home technical support? Are other parts of the home networking equipment market saturating? Is it because music downloads and other popular “traditional” applications run pretty well on older Wi-Fi home networks?
In the words of a friend from one of the headline companies “Thanks! Now we just have to keep it up, but it just goes to show that the Telcos will win the home networking war in the long run”. And need we mention; they will need to have a fast and robust home network like HomePNA in the boxes.