But here’s the thing: the set-top box market was already disrupted. The industry has been moving towards significant change for a while, and the FCC’s proposal is only accelerating the change. Here’s how we’re seeing it:
- Semiconductor companies in this business are struggling, going through reorganizations, buyouts, and other big changes (e.g. STMicroelectronics, Intel, Entropic…)
- Streaming devices are disrupting the traditional STB model (e.g. Roku, Chromecast, Amazon…)
- And now, the FCC proposal is complicating things, too.
This will create chaos. Videon loves chaos!
In technology, chaos like this gives rise to new silicon and innovative software. It will significantly change video ingestion, and it will challenge our industry processes from every perspective. Technology will change, supply chains will change, and the major players in the industry will change.
It’s an exciting time to see what’s going to happen next in the world of cable and STBs, along with further disruptive forces like the ongoing adaptation of UHD, technology innovations surrounding ATSC 3.0, and the rise of 8K for the Tokyo Olympics in 2020.
NOTE: As of Feb. 18, the FCC’s proposal became an NPRM. This starts a public comment period that will go on until the final vote later this year.