Friday, May 19, 2023

Why Fixed Wireless Generally Competes with DSL

According to Openvault data, about a quarter of all U.S. households buying home broadband services are customers of lower-speed services typically available on digital subscriber line facilities. 


Most observers would classify new fixed wireless offers as generally competitive with DSL services in terms of capacity (speed). According to Allconnect, fixed wireless services also are substitutes for DSL accounts in terms of price per Mbps. 


source: Allconnect 


In principle, that means fixed wireless will generally compete with DSL services in terms of customer demand, with some services, in some locations, possibly competing for the broad middle tiers of demand, with speeds in the 200 Mbps to 400 Mbps range. If fixed wireless is eventually able to supply 400 Mbps on a “generally available basis,” that suggests a market opportunity of up to half of the market, on a near-term basis. 


As with the whole market, typical speeds will have to keep climbing over time, as average and top speeds continue to climb.


No comments:

Have LLMs Hit an Improvement Wall, or Not?

Some might argue it is way too early to worry about a slowdown in large language model performance improvement rates . But some already voic...