I agree with phoenixdave, HD WiFi will be huge. I might add it will allow multiple sources to multiple receivers. I will finally be able to watch simultaneously all NFL games streaming on multiple displays with no wires. High volume low margin is still good money. Now how do we fix the attention deficit that comes with that..??
I think the availability of HD WiFi would be a huge market. Transmission of HD video via wireless has been pretty much impossible due to the huge bandwidth required. If that can be solved, you can transmit an HD video signal from a single source to multiple tv receivers, eliminating the need for any internal cabling within the home. It would provide the same flexibility to HD video that is currently present with computer WiFi networks.
Honestly, Am a bit skeptical about the commercial success. There is atleast 5 chip companies I can think of who developed wireless HD video streaming chipsets and never succeeded(Not including all the failed WiMedia UWB companies). Ofcourse this one has a better chance, since they use existing WiFi n/ws. But then I suspect the HD streaming can be done only over the same company chipset, ie no interoperability with other company wifi chipsets.
IMO WiGig Alliance chipsets will be the ones to look for.
Btw I am surprised to see a top VC like Sequoia investing in a semi startup. Somehow these days most of the top VCs are after internet businesses only.
It really tickles me too, Selinz - I was actually thinking the same thing.
Now Quantenna starts us up on 4x4, then they increase the number of antenna array say every half year, just to get us doling out the money for their products.
Both VIXS Systems and Amimon are making video transcoding engine; whilst Quantenna Communications is developing beamforming technology for home use. Beamforning has been widely applied in cellular tower and satellite industry. It is highly sophisticated and the solution is typical expensive. I am looking forward to the cost of the solution provided by Quantenna Communications.
What I don't understand is why something that seems to be a relatively modest improvement on already available technology is enough to convince investers in a startup. The in-home market is highly price sensitive and thus, will require significant market share. Perhaps there's something there that is not being made public that the investment community is aware of... or perhaps the plan is to feed their technology into the Linksys', Dlinks, and Netgears...
There is still a lot of market for the in house wireless video trasmission which require high bandwidth for the HD. I wish the chipset with MIMO capability will be soon relased and can be integrated into the consumer devices such as laptops and high end smart phones.