Barclays analyst Anthony DiClemente “is a media analyst, not a hardware guy, and his report focuses primarily on the reasons it will be so hard for Apple — or anyone — to truly disrupt the TV programming/distribution business,” Peter Kafka reports for AllThingsD.
But here’s some of his speculation about the box, which is similar to other industry guesses:
• He doesn’t think it’s coming in 2012.
• He thinks it will use Apple’s Siri voice control as a ‘groundbreaking interface.’
• He imagines it could sell for $1,500.
• He thinks it could be “so much more than a TV — including gaming, video communication, content delivery, apps, computing and all the capabilities of the current Apple TV.
DiClemente argues “that TV programmers don’t have any incentive to stop selling the bundles they’re already selling for big dollars (in 7 and 10-year deals),” Kafka reports. “The ‘affiliate fees’ that cable providers pay for the bundles are now up to $30 billion a year, or about $30 per subscriber per month. And programmers aren’t going to do anything that weakens that revenue stream.”
Read more in the full article here.
MacDailyNews Take: I’d like to create an integrated television set that is completely easy to use. It would be seamlessly synced with all of your devices and with iCloud. It will have the simplest user interface you could imagine. I finally cracked it. – Steve Jobs
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Four reasons why an Apple television will be the easiest money the company’s ever made – October 27, 2011
Analyst says Apple ‘iTV’ integrated television set coming in 2012 – October 24, 2011
Steve Jobs’ told biographer: ‘I finally cracked’ the secret to an easy-to-use integrated HDTV – October 21, 2011