Tim Bajarin: Apple to polish Apple TV set-top box rather than release Apple-branded TV set

“Over the last two weeks, Apple has made some very important — and to us long time Apple watchers, curious — moves. It added Hulu to the Apple TV lineup and let Amazon release its instant video streaming app for the iPad,” Tim Bajarin writes for PC Magazine. “I say that this is a curious move because these products compete directly with Apple’s own iTunes store and, in theory, will impact its services revenue.”

“While Apple could still make a physical TV, I think this move incorporating Hulu and Amazon is very telling of Apple’s future TV strategy,” Bajarin writes. “The key here is that for Apple’s current TV device to make money, it needs content. By biting the bullet and offering competing services to iTunes, the value proposition of an Apple TV device rises. Apple can now accelerate its TV plans through areas it excels in, namely software and human interfaces.”

Bajarin writes, “I believe that it can do all that it wants to do in these areas through an external box that connects to a TV and delivers iTunes and its cloud services.”

Read more in the full article here.

[Thanks to MacDailyNews Reader “Fred Mertz” for the heads up.]

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