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Technicolor "bestoffriends" with Quantenna?

By PETER WHITE

Published: 24 February, 2012

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Technicolor said this week that it would put out around five major, future telco products using the Quantenna WiFi chipset, specifically for moving HD video around a home. It had already done a similar deal with Quantenna rival Celeno, so we asked why?

What Technicolor told us is that this is not for one particular client (implying the Celeno deal was?) but instead this is about picking a strategic partner, in particular one for video streaming, to go into products which are as yet unannounced. This appears to be one up for Quantenna and one in the eye for Celeno and it looks like future hybrid products, super set tops which can help Pay TV operators combine broadcast video with broadband video, will be driven by Quantenna.

Technicolor emphasized to us that this was all for new products, but that it did not expect existing WiFi suppliers to suffer - so that includes the likes of Broadcom and Atheros, but also Celeno, will continue to do well out of existing products. However 2013 may be a different story.

The company goes on to say that it has shipped 40 million WiFi gateways to date, and so this will be a relatively small percentage of its volume in 2012 and that it expects to ship more devices with Quantenna in, than Celeno in its HD video centric Wifi devices. But again Technicolor emphasized that the Quantenna deal is not exclusive.

To us this looks like Celeno was brought in for a particular RFP late last year and perhaps Quantenna was too, but given that two of Quantenna's investors are Swisscom and Telefonica and they have yet to begin ordering Quantenna driven devices, and would amount to pretty substantial RFPs if they did, this genuinely could be good news, more for Technicolor than Quantenna. The fact that Quantenna chips are going into a lot more designs than Celeno, speaks for this too.

We always knew that Quantenna chips would be in hybrid devices from Telefonica and Swisscom, but it looks like they may end up favoring Technicolor - unless this deal is for other, as yet unannounced operator partners for Quantenna?

Read about this deal in more detail at www.rethinkresearch.biz

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