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

The Billions Bet on Tentative AI Demand

Gartner's latest worldwide IT spending forecast exposes a trend every CIO has already felt in budget negotiations. Total spending will climb 14.2 percent in 2026, reaching $6.37 trillion. It seems that the IT infrastructure market is simply having a strong year. However, the more useful insight is how unevenly that growth is distributed. The Headline Number vs. The Real Story Data center systems and infrastructure as a service (IaaS) are absorbing capital at a pace several multiples faster than devices, communications services, and traditional IT services. This is not incremental growth spread across a healthy portfolio. It is a wholesale reallocation of enterprise technology budgets toward AI infrastructure, made on the expectation that demand for AI workloads will justify the outlay before that demand has been fully proven. Where the Money is Going Data center systems are forecast to grow 62.5 percent in 2026, that's up from 51.6 percent growth in 2025, reaching $822 billion....