Wednesday, February 10, 2021

Gigabit Take Rates Might be at the Inflection Point

In the fourth quarter of 2020, about 8.5 percent of provisioned fixed network internet access connections operated at speeds of 1 Gbps or so, according to Openvault data. That is about a tripling of gigabit customers in a year’s time, showing an acceleration of buying. 


In late 2018, fewer than two percent of buyers were purchasing gigabit speed services. So growth from 2018 to 2019 was about 55 percent. One might argue that take rates for gigabit internet access now have hit an inflection point, and will start growing much faster, possibly as much as doubling every year for a few years. 


source: Openvault 


The reason for such a change in growth is that successful mass market consumer products tend to hit an inflection point at about 10 percent take rates. And gigabit per second internet access seems right at that point. 


source: Openvault 


No comments:

Which Firm Will Use AI to Boost Revenue by an Order of Magnitude?

Ultimately, there is really only one way for huge AI infrastructure investments up by an order of magnitude over cloud computing investment ...