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May 26, 2005

Forget the Video iPod, I want my Apple LCD TV.

There was rampant speculation a few days ago that Apple and Intel were in talks to bring OS X to the Dark Side which makes sense in a way that's only interesting to Wall Street. When folks realized that it was a story over a thousand years old, alternative theories emerged, like the one from Merrill Lynch, supposing that Apple was building a video iPod.

Apple had just quietly released an update to their iTunes software, allowing for the purchase of music videos. When you pair that with their recent introduction of their highly-scalable H.264 video codec, the idea of an Apple video device starts to make sense.

Only thing is, I don't think it's mobile. Or at least, i don't think it should be. If Apple is going to do something for consumer video, it needs to be big, take advantage of existing consumer behavior, and it needs to be audacious enough to change our definition of what watching video could be.

I've been spending a lot of time transcoding video on the PSP lately. Turns out it's a really nice way to watch short form video but the variety and selection of long form UMD stuff kinda sucks. PSPs are portable, with a nice screen, and I can whip one out and catch up with my favorite videoblogs whenever I want (although lately for me, 'whenever' seems to be standing in line at the DMV.) The whole process works rather well, except for the all important social aspect (unless you count the guy turning in his license plates behind you.) Folks like Justin Hall think that we'll figure that one out soon enough, and I agree, but in the meantime, I can't help but think of Drazen's little gem that politics happen on the couch. I don't watch much TV, but when I do, it's always with someone else in the room.

TV watching is social behavior and that's why I wonder if Apple's next big move isn't a WiFi-enabled, OS X-embedded LCD TV, with a hard drive to cache content. Think iMac G5 starting at 42 inches. Think of something big enough to be a TV, that takes coax in from cable or satellite, but network-enabled to allow for either the caching of HD content to it's hard drive, or the streaming of lower bitrate content from somewhere else on the network. Give it an interface that works either with a traditional "TV" remote for basic functions or with a desktop app for more advanced playlisting capabilities and suddenly Apple could have a dream device for the living room with predictably high margins.

Although the current crop of wireless media gateways and set top boxes are pretty cool, our home entertainment centers are getting kinda cluttered. Who wants yet another box in their living room? Besides -- how are you gonna set a set top box on top of your LCD TV ;) Bringing these functionalities into a single box could turn some heads. Using existing hardware as a hub to sell through your existing content marketplace would turn a tide. (And after a little searching, I wonder if folks are already thinking the same thing.)

I used to joke with broadcast engineers that one day, the TV would be little more than a really big peripheral device. Maybe I was wrong. Maybe TVs could end up being a lot smarter than I think.


Posted by yatta at 05:36 AM


Comments

Interesting but I think you are wrong. There's no way Apple is going to sell TVs. Dell is already doing it and Gateway has Plasma TVs as well so there is no money in it. Even HP sells TVs so there is to much competition for Apple to make a profit.

Posted by: Camacho at May 26, 2005 11:09 AM

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