Monday, June 04, 2012

Could the biggest impact from an Apple TV be unbundled channels?

Piper Jaffray's Gene Munster has been saying that Apple should go into television - meaning TV hardware, of course - for a long time, and now it looks like he will get his wish, with most punditsbacking that stance.

However, while some think that the reason we're going to see an iPhone 5 with a 16:9 aspect ratio (or the reason many assume that will happen) is because Apple will release an HDTV this year, Munster believes it will be 2013 before an Apple HDTV appears.

He also thinks the set will cost between $1,500 to $2,000 with screen sizes will be 42" to 55". That is actually on the pricey side of things, compared to standard HDTVs from Samsung, LG, etc., but times have changed, and people are willing to pay any such "Apple Tax."

That said, things will start off slow, Munster said. The Apple TV won't revolutionize content - at first - but will include things such as Siri and apps. After all, it's a sure-thing that an Apple TV will carry iOS. It will also have Apple's design and marketing prowess behind it.

At first though, Munster believes the Apple TV content offerings might not be much different than what is currently available on the Apple TV set-top box. Within five years, he predicts, Apple will push back against the current cable and satellite TV subscription models. Apple will, he believes, move toward unbundled channels in the cloud that consumers can pick and choose from and DVR in the cloud.

Being able to pick and choose your channels is something consumers have long wanted - and asked for. The question has long been, rather than having to pick from huge bundles of channels, why can't consumers pick from individual channels they watch?

If Apple can achieve this, that - rather than the hardware and software - may be the biggest thing to come from Apple TV.

No comments: