What do you mean "if they figure out the product"? What is there to figure out? How to do UTM with no subscription fee?
How can Bitdefender "be in the lead" when they don't even have a product out?
Figure out the product - this has several dimensions with the two most important being technical proficiency and cost. Ease of use and ease of comprehension for mom and pop come in close.
Of course there will be ongoing costs just like there are with nearly all malware products. As always, manufacturers will have to balance proficiency with cost and the ability to sell to a target market.
Just today there is a story about Samsung smart TVs being able to spy on people in the living room because of the microphone. To me, this is a call to action for people in this market to develop a product that people can afford and is effective.
Bitdefender is in the lead because they are first to market, assuming they follow through with a release in a few weeks as promised. Under no circumstances will they own the market unless everyone who could compete chooses not to due to inept product development departments.
I'm not even using ac beyond writing about it. If AC-WARP came out tomorrow for $5, I still couldn't use it beyond writing about it. While many people enjoy faster ac responsiveness, many still have no concept of what to do with 5GHz in general. My wireless bridge is AC, but N600 in my circumstance would still work great.
Me - I plan to start as cheap as possible because that's my nature. If I were in product development for a major company, I would be segmenting markets, developing concepts, and tasking broad thinking subordinates to come up with a product people want and can afford that will actually keep Russian pervs from spying on my nursery webcam.
Long ago, I worked for an AS/400 consulting company that hated pcs and considered them competition to their market. Even IBM had told the midrange division to not even mention pcs under threat of termination (back in the S/36 days). The S/36 is an obscure footnote and the AS/400 barely exists. The home security gateway is the pc to the base router S/36.
Just noticed I'm 'very senior' now. Cool.