Apple Television, AirPlay and Why the iPad is the new TV Apps Platform

Ever since the publication of Walter Isaacson’s biography on Steve Jobs where he cites Steve as saying that he and Apple had “cracked the code” on TV, there has been insane speculation about Apple’s purported forthcoming TV products and strategy. And appropriately so — Apple’s rise as the dominant global consumer electronics powerhouse for internet platforms and devices ensures that whatever the company does, it will be transformative for consumers and the TV industry.

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The Perfection Paradox: Apple TV 3: A Perfect TV Set?

“From the recent revelations in the Steve Jobs’ biography and articles in the Wall Street Journal, as well as leaks from suppliers in Japan and Australia, the rumor mill is pounding the drums. Below are my own speculations about what the Apple TV set will be like, based on taking seriously Steve Jobs’ obsession with perfection.

 

Full disclosure: I have a personal interest in the outcome. Back in the summer of 2010, I placed a $1 bet that Apple would announce a TV set during Mac World of Jan. 2012.”

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Apple TV faces many challenges

As always seems to happen with Apple (AAPL), there’s the barest hint of a rumor of some new device and suddenly you get the incessant watch for actual products to hit the market. The latest noise is about an Apple TV — not the set-top box version, but an Apple-branded full set. According to the Walter Isaacson biography, the late Steve Jobs said that he had cracked the problem of a successful offering.

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Apple Plots TV Assault via @wsj

“Apple Inc. is moving forward with its assault on television, following up on the ambitions of its late co-founder, Steve Jobs.

In recent weeks, Apple executives have discussed their vision for the future of TV with media executives at several large companies, according to people familiar with the matter.

 

WSJ’s Sam Schechner reports on Apple’s plans to build its own television that would feature wireless streaming to access shows, movies and content.

 

Apple is also working on its own television that relies on wireless streaming technology to access shows, movies and other content, according to people briefed on the project.”

Apple TV To Capture 32% Share Of Connected TV Players via @mediapost

“The $99 Apple TV set-top box, which the late Steve Jobs once characterized as a mere ‘hobby’ for the company, could emerge as an important component in Apple’s future plans to dominate living rooms.

 

According to a new survey and projections by Strategy Analytics, the connected TV player will sell 4 million units this year to capture 32% of the streaming media player market. The media player market includes competitors such as the Roku and Boxee boxes.”

Jenkins: #Netflix Isn’t Doomed via @WSJ

“Reed Hastings has not studied the aphorisms of Henry Ford II, the forbidding yet much gossiped-about scion of the famous motor family. “Never complain, never explain,” he once said, in a stoicism that seemed obsolete even in the 1970s, when he uttered the words.

 

Explaining is what Mr. Hastings, the CEO of Netflix, has been doing a lot of lately. The company’s stock price is down by 70% since July, partly on the fumbles that made him a household name. Mr. Hastings annoyed royally his customers by introducing a price hike that, in itself, hit only those who use both the streaming and mail-order sides of the business. Then he tried to separate the two businesses altogether, slapping dual users with the need to manage two accounts and pay two bills (though he backed off this part).

 

‘So what?’ is a question not as easy to answer as it seems. Investors and Wall Street analysts, if not awarding brownie points for execution, have universally endorsed Mr. Hastings’s strategic thinking. Some in the media accuse him of rolling out a New Coke or Edsel. A better analogy would be Steve Jobs thumbing his nose at those who wanted a floppy drive with their iMac or Bob Dylan blowing off the folkies and playing rock and roll.”