So after TiVo, what competition is left? We have just a handful of DVRs manufactured by small companies which are greatly lacking in features and capabilities compared to the TiVo, some of which can't record reliably or can't keep time accurately, or require an AVS geek just to keep them functioning at all (please forgive me if I just trashed your favorite DVR ).
If a big name electronics manufacturer can't smash that kind of "competition" something is drastically wrong.
Just because a particular market has no competition doesn't mean that it's a lucrative market. The market for Blu-ray players that also play LaserDiscs is wide open, but you won't see any company (name-brand or otherwise) trying to fill it, because there is no demand for such a device.
People keep calling "cord cutting" a trend, but I have yet to see a single study demonstrating that pay-TV providers are actually losing more subscribers on a monthly basis today than they did a decade ago. Until somebody actually references such a study, there is no evidence that the pay-TV model is in any jeopardy. People seem to be equating a rise in Netflix subscribers with the death of cable, but we're a long way from that happening, and even if it does, streaming will kill OTA, too, rather than complement it.