ATV is a great little media extender that expands your iTunes/iOS ecosystem - if you have one - to your living room TV. at the moment, that is all it does. there is a modest market for this - maybe 5% of US households. no, it's not a "hobby" anymore.
ATV is also a $100 iOS mini-computer with a lot of possibilities - apps, games, etc. we will see how far Apple takes this next year. full integration with the iPad in particular would immediately double its market potential, at least.
but - all STB's are too complicated for 2/3 of consumer households. the cables, the inputs, the settings, universal remotes - truth is, most people just don't get this stuff. that's why the cable companies are smart and send out a "cable guy" to install them - they have too!
so the big market is for the product that gets rid of the STB (and receiver) entirely, and integrates the STB functions seamlessly, like additional channels. the Sony version of Google TV kinda does this, but poorly (Sony couldn't simplify its own butt and Google didn't help).
thus, Apple needs to sell its own brand of HDTV's with ATV built in (and decent speakers). that would be a huge new market for Apple growth, and it would be a big hit. (the cable guy will still hook you up to the wall jack).
Apple already sells quality 27" monitors. it already modified all its display aspect ratios to the HDTV-standard 16:9 in the last two years. so it could launch a 27" Apple Television right now, but of course larger screens are needed for the living room.
so i gotta think Apple Television with ATV built in will be the big new Apple product of 2011.
ATV is also a $100 iOS mini-computer with a lot of possibilities - apps, games, etc. we will see how far Apple takes this next year. full integration with the iPad in particular would immediately double its market potential, at least.
but - all STB's are too complicated for 2/3 of consumer households. the cables, the inputs, the settings, universal remotes - truth is, most people just don't get this stuff. that's why the cable companies are smart and send out a "cable guy" to install them - they have too!
so the big market is for the product that gets rid of the STB (and receiver) entirely, and integrates the STB functions seamlessly, like additional channels. the Sony version of Google TV kinda does this, but poorly (Sony couldn't simplify its own butt and Google didn't help).
thus, Apple needs to sell its own brand of HDTV's with ATV built in (and decent speakers). that would be a huge new market for Apple growth, and it would be a big hit. (the cable guy will still hook you up to the wall jack).
Apple already sells quality 27" monitors. it already modified all its display aspect ratios to the HDTV-standard 16:9 in the last two years. so it could launch a 27" Apple Television right now, but of course larger screens are needed for the living room.
so i gotta think Apple Television with ATV built in will be the big new Apple product of 2011.









