When it comes to video services, the children of Ma Bell have taken their hard knocks. A flood of ventures by telephone companies designed to compete against entrenched cable TV operators received much fanfare in the early 1990s, only to fizzle out as failures before the new millennium passed. But don't count them out just yet. As cable operators increasingly target their data and voice customers, the telephone companies are crawling back from defeat, reinvigorated by a perfect storm of network convergence, broadband technology and the good ol' IP infrastructure. Coming soon to a screen near you: IPTV. "It's one of the hot topics in telecommunications," said Steve West, director of product marketing for fixed solutions at Alcatel, a network infrastructure provider. "We've been actively pushing the space since 1999 or 2000. It is absolutely ready for market. "While traditional cable systems devote a slice of bandwidth for each channel and then cablecast them all out at once, IPTV uses a "switched video" architecture in which only the channel being watched at that moment is sent over the network, freeing up capacity for other features and more interactivity.
Every executive who has approved a connected product roadmap has made a quiet assumption: the network underneath it will still be there. That assumption is about to be tested at a scale the automotive industry has never faced. The global connected vehicle installed base is heading toward a billion units, and the cellular technology most of those vehicles depend on is scheduled to begin its retirement before the end of the decade. For automakers, fleet operators, insurers, and the telecom carriers that serve them, the question is whether the recurring revenue those services promise can survive a connectivity layer with a shorter life than the vehicle carrying it. How Scale Meets an Expiry Date Omdia research forecasts that the global connected vehicle installed base will surpass 1.05 billion units by 2035, up from 473.7 million in 2025. Few installed bases of any kind more than double in a decade, and this one signals that connectivity is moving from premium differentiator to baseline e...