[opendtv] Re: Fwd: Apple Inc. (AAPL): iTV Will Boost Apple - Seeking Alpha
- From: Craig Birkmaier <craig@xxxxxxxxxxxxx>
- To: "opendtv@xxxxxxxxxxxxx" <opendtv@xxxxxxxxxxxxx>
- Date: Thu, 2 Jan 2014 10:51:10 -0500
> On Jan 2, 2014, at 10:25 AM, Mike Tsinberg <Mike@xxxxxxxxxxxxxx> wrote:
>
> I think there is no doubt that if they enter it will be "retina" or 4K
> display, very sexy UI and supporting apps from App store. I think Apple is
> hesitating because margins are quickly evaporating from Smart TV business.
> They still may do it and start at $4,000 to attack only the high end.
>
> Best Regards,
> Mike Tsinberg
> http://keydigital.
I'm in general agreement with Mike here.
For the next few years there will be a premium 4K display market focused on
"profitability."
But 4K LCD panels will replace 2k panels in a few years at current TV prices.
The issue then will be how to take advantage of this resolution. 4k video will
find a niche, but the primary"digital video" market will be feature films not
sports and TV entertainment. None of these applications will drive future TV
upgrades.
This is where Apple may step in, showing the way again with the applications
that will justify the investment. It will be Internet driven apps, not TV
entertainment that will drive the next revolution in the family room.
Regards
Craig
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