An article from the Register quotes Monica Paolini at Analysys, a research and consultancy firm, on anticipated growth in the WLAN hotspot market. Starting from 2002, revenues for the US are $34M, going to $2.8B. Access point count estimates go from 3,400 in the US in 2002 to 27,000 in 2007, a nearly 10 fold increase.
So I’d guess that there’s some money in that $2.8B for Cometa’s part of the value chain. The question is, how much?
Pyramid Research has issued a new report that gives slightly different numbers. In a newsletter describing the report and an upcoming conference call, Pyramid predicts Wi-Fi service providers will enjoy a $500 million market in 2006. It’s unclear whether this means US service providers, but in any case, this number is certainly more conservative than Analysys’ $2.8B in 2007.