Skip to main content

How Wi-Fi Became the Disruptive Enabler

While mobile PCs and portable consumer electronic (CE) devices comprised the majority of Wi-Fi chipset shipments in 2008, mobile handsets and stationary new CE categories are driving the market growth, according to the latest market study by In-Stat.

In 2008, Wi-Fi chipsets in mobile handsets grew by more than 51 percent. By 2010, In-Stat anticipates that this category will exceed 20 percent of the total Wi-Fi semiconductor chipset market.

"A new segment of Digital Media Adapters (DMAs), over-the-top devices, is also generating a lot of attention," says Victoria Fodale, In-Stat analyst.

Independent over-the-top (OTT) devices access third-party home entertainment services that are delivered across a broadband network -- typically with no affiliation to a specific broadband service provider.

These emerging OTT video devices include Apple TV, the Netflix player by Roku, and the Blockbuster 2Wire Streaming MediaPoint box.

This is a growing segment to watch, as it disrupts the traditional pay-TV business model -- particularly in trailing markets such as North America, where subscription prices are still very high.

In-Stat's market study found the following:

- Total Wi-Fi chipset revenue will pass $4 billion by 2012.

- The Apple iPhone garnered a lot of attention in the handset category, but Nokia and HTC led in Wi-Fi-enabled handset volumes.

- The strong success of new netbook devices is boosting growth in the computing segment.

- 802.11n will surpass 802.11g in the stationary CE embedded chipset segment in 2010.

- New Bluetooth 3.0 specification uses 802.11g technology for the physical layer, which could open up a new market for Wi-Fi chipset suppliers.

Popular posts from this blog

Frontier AI Peaked. Here's What Comes Next

The prevailing narrative around artificial intelligence (AI) has been one of relentless scale. Bigger models, bigger clusters, bigger budgets. The assumption, largely unchallenged until recently, was that raw parameter count translated directly into competitive advantage. New research from Omdia suggests it's time to retire that assumption. According to the latest market study by Omdia, parameter growth in frontier AI models has slowed to around 5 percent annually since 2021, a stark contrast to the more than hundredfold expansion seen between 2019 and 2021. Enterprise AI Market Development For executives who have been making infrastructure and investment decisions based on the assumption that AI would keep demanding ever-larger, ever-more-expensive hardware, this finding deserves serious attention. The race to the top of the model size leaderboard has, at least for now, plateaued. Crucially, Omdia's analysts are not reading this as an AI winter. Alexander Harrowell, senior pri...