Template Tools
| Arcadyan: Emerging Asian Gateway Giant |
| Wednesday, 12 October 2011 18:13 |
|
Millions sold to Deutsche Telekom. Invisible to me and most others in the West, Arcadyan has been selling 10's of millions of units under some of the most prominent brand names. They are now opening offices around the world and seeking direct sales.
I sought them out at BBWF because the Deutsche Telekom box is one of the most advanced gateways in the world in volume production. 3x3 MIMO WiFi, HD Voice, USB for home storage server and many other features that carriers around the world will soon make standard. The volume of products in their booth surprised me, including all flavors of WiFi, femtocells, and set top boxes. They have a strong engineering team and have developed their own software stack for gateways.
The Microsoft Mediaroom set top drew the attention of a North American carrier at the show. Mediaroom is doing amazingly well, actually beating cable even over FTTN/DSL. The costs are high, however, especially the license and the set top. Until recently, only Motorola and Scientific Atlanta/Cisco were certified by Microsoft. AT&T wanted a broader choice of suppliers, so Pace/2Wire and Tatung are well along on the path to certification.
Arcadyan recently purchased a controlling interest in the division of Tatung that makes that set top. While CEO Hong-Yuh Lee didn't discuss pricing with me, their natural strategy as a new entrant will be to offer low prices to win a share of the market.
Arcadyan has roots in Europe at Philips Electronics. In 2003 a Philips division joined with Accton to form Arcadyan. A controlling interest was sold to Compal in 2006. The Compal Group is one of the largest computer makers in the world.
You may well own a Compal computer, although the name on the unit is Dell or Hewlett-Packard. |
| Last Updated on Monday, 31 October 2011 06:38 |