In the last week there have been a few stories in the blogs about the upcoming apple tv. The one with a real LCD screen and not the size of a hockey puck. It was supposed to be one of Steve Job’s last projects.
With internet enabled TV’s here apple has to get into the business or face seeing its iTunes store become irrelevant with the resulting risk to its iOS device core businesses.
Here are my predictions. It will be introduced early next year or 2013 at the very latest. I think 2012 because there are leaks going to the blogs already. Expect to see the hype intensified in the next few months. It’s going to cost approximately what the competition costs. Expect full iTunes integration along with air mirror or whatever it’s called.
Here is where I think it’s going to turn the industry on its head. I predict the upcoming apple TV will come with it’s own network access via Lightsquared Networks. This will solve the problem of having to pay for Internet access on top of your TV content. This will allow to bypass the cable pipes and deal with the content creators directly. And I think that Comcast and Time Warner will go along as well because it will save them a lot of capital expenditures in upgrading their networks.