Apple TV Is ‘Imminent’
Apple's entry into the TV market is “imminent,” says Jefferies analyst James Kisner. Kisner talks about Apple TV in a note about ARRIS, a cable tech company.
"… at least one major N. American MSO is working to estimate how much additional capacity may be needed for a new Apple device on their broadband data network…" says Kisner.
What’s interesting about this wording is that it suggests Apple is going to be doing something over broadband, as opposed to normal cable. We’ve been hearing about an Apple television for a long time now. The big problem for Apple seems to be figuring out how to get cable companies and content companies on board. This isn’t like launching the iPad, where Apple just makes a tablet and then developers build apps.
Content makers have restrictions in their deals with cable companies on their content, which could limit what Apple would like to do. Apple has to negotiate with both groups simultaneously to crack the TV market.
And, even when Apple figures that out, the TV market is not like the smartphone market. People aren’t going to buy a new TV every year, or every other year. So, anyone looking at Apple attacking a huge new market, should temper expectations.
Like this if you think Apple will ‘crack’ the TV market, and let us know in the comments if you’re sure of the reverse. Let us know the why of your decision.