Just found out more about Cinavia in media streamers after a visit to Netgear and discussing with the PM:
Verance has already provided Cinavia code to Sigma around 1 year back. Sigma will integrate it in their SDK and supply it to their customers who have BDA licensing or will get it in the future (Popcorn Hour / HDI Dune / Netgear NTV 550). But this hasn't happened in last 1 year. No one is sure why this is the case.
When Sigma integrates Cinavia into the SDK, any future firmware releases based on that SDK will fail with Cinavia enabled files.
Netgear NTV 550 has an option to disable firmware updates and they also promised to let people know beforehand that a particular firmware update would be containing Cinavia (not sure whether they can be trusted on that -- told them as much)
It's no real suprise to me though that not just Netgear is affected, I had assumed that all streamers that qualify / want the BDA licence will have to support Cinavia at some point, as I wrote earlier. Considering the fact that Sigma does most of the actual programming in their SDK, and OEMs (more or less) just modifying things to fit their needs, it's no wonder that Sigma is the real 'target' here. I'm surprised that they have managed to delay Cinavia implementation for so long though, that only speaks for them.
Well, to be honest, not that surprised, considering the fact that Cinavia support basically renders most Sigma chipset devices useless for the vast majority of customers. May Sigma long continue to resist the dark side...
P.S.: As a Neo TV 550 owner, I hope that Netgear stick to their word on this. It's at least encouraging that they are so open about it, that's good policy IMHO.