Free Newsletter

QUICK POLL
  • Which training workshop is of most value to your organisation?
  • Preparing your business for the Internet of Things
  • The Internet of Things and Cloud computing
  • Radio technologies for connecting the Internet of Things
  • Smart Cities and intelligent infrastructure
  • WebRTC and the end of the telco
EVENTS
Meet the leaders of the mobile app economy ? Open Mobile Summit, London, June 8-9
Navigation Strategies Europe 2011
ITU Telecom World, 24-27 October 2011 at Palexpo, Geneva, Switzerland
Ubiquitous Location and Positioning Technology, 6th-7th December 2011, Chicago
Advertize your telecoms job

Second investor voice points to Apple joining connected TV battleground

One Swallow does not a Summer make, but finally a second US financial analyst has swallowed the idea that Apple is preparing to enter the connected TV

By PETER WHITE

Published: 31 March, 2011

READ MORE:

One Swallow does not a Summer make, but finally a second US financial analyst has swallowed the idea that Apple is preparing to enter the connected TV space, with a device of its own. This one comes in the form of Morgan Stanley analyst Katy Huberty who delivered a research note to investors this week saying that there was evidence in Asia that Apple is working on a Smart TV prototype.

For about 30 months or more Piper Jaffray analyst Gene Munster has been banging on about something that is fine logic as far as we are concerned, that Apple would come to market with a TV brand – complete with screen and not the $99 Apple TV set top device.

The timeframe Huberty set is 2012, which has more or less been Munster’s guess all along. There are two ways for Apple to dominate here, and they are both frightening to everyone in this eco-system – first Apple could easily create a pairing between its TV and the iPad, and this would be a complete no-brainer if Apple delivers what it has secretly wanted for years – a cable TV competitor, rather like the one that Sezmi has launched – a bouquet of quality TV programming which could be bought in a low priced offering.

If Apple was to deliver such a series of TV channels it would immediately be a potential TV replacement for the 20 million homes or so in the US that still use free to air TV using antennas, and an immediately threat to low end pay TV subscriptions. But since it would all come over the internet, Apple would also be able to deliver it as easily to an iPad (and only an iPad, no other Tablet) as well as its own TV sets. Apple’s past method of working would be to protect such a set up with its own DRM – a modified version of Fairplay, and have interactivity between multiple in-home tablets (iPads) and the TV set.

Outside of the US Apple could offer the same tools to existing pay TV providers or internet only OTT players, and partner with TV sets and iPads side by side.

The entire edifice of this story rests on the fact that Apple is one of the few major companies to have the gall to try something like this, that its disruptive nature suits Apple’s style and also the idea that around $4 billion has been made in pre-payments – something acting CEO Tim Cook fessed up about this week, which some have speculated as prepaying for LG and Toshiba screens, which apparently includes screens between 27 inches and 50 inches, the largest of which Apple doesn’t use right now on its Macs.

The truth is that if Intel can make CE4100 chips and target them at TV sets and set tops such as Google TV and playing App Store class TV programs, then why can’t Apple deliver the finished article around the User Experience and its own screen/set top combination.

Huberty points out that Apple would also be able to take iPod Touch style gaming, DVR features and TV based FaceTime to market on the back of such a move. Again this makes perfect sense and we like this move.

Pages: 1 | 2

COMMENTS

Add Comment
No comments yet. Be the first to add a comment!
MARKET PLACE

    European Carrier Mobile Broadband Network Performance

    Analysing and comparing the data speed, latency, network quality and smartphone penetration for 94 mobile carriers in 28 European countries....

    Next Generation Haptics: Market Analysis and Forecasts

    An in-depth study of the growing popularity of haptics-enabled tactile feedback on mobile devices to augment UI interactions and enrich...
WHITE PAPERS

    Satellite Phones: Will Dual Mode Help the Phoenix Rise from the Ashes?

    Satellite phones have followed an arduous path since their much-hyped launch more than a decade ago. The hype was followed by an e...

    Mobile Widget Platform Market Analysis: Understanding the Business Case and ROI

    This white paper presents an analysis of the mobile widget platform market, as well as metrics supporting a mobile carrier?s busin...

POST COMMENT

You must be a registered user to post a comment. or
Username *
Email *
Comment *