I hope it doesn't just translate into subscriptions but also manufacturers thinking hard about the security footprint of these devices in the first place. Stop making these things so promiscuous in terms of their functionality and ship a minimalist hardened kernel, possibly even externalise it to a 3rd party for patches / updates. We may even get some open standards and protocols support out of it as an upside (since it will be so much more expensive to build custom proprietary crap if it means you have to support it yourself).