Apple and Google are taking different approaches to their TV efforts. Apple TV essentially wants to be an add-on that delivers streaming Internet video to the TV display, in an "iTunes for TV" type approach. But consistent with the way Apple approaches its other businesses, the emphasis will be on streaming video available within the Apple ecosystem, in all likelihood.
Google TV really aims to be an active organizer of linear and Internet TV options, acting more like a traditional set-top decoder than a provider of online video that can be viewed on a TV. And, so far, Apple has gone with an "accessory" approach to the "iTunes for TV" business, while Google is working with partners to embed the functionality directly into the TV itself.
Apple's approach likely will work better in the near term, but Google's approach would be more powerful long term, if sufficient number of Google TV units can be shipped. Historically, one would side with Apple in terms of building the user base.
Cable, satellite and telco video providers have found they must provide their own decoding units, instead of relying on TV suppliers to build that functionality into the actual TVs.
Apple's approach makes it more of a distribution channel and partner to content companies. Google's approach, riskier in some ways, represents a potentially more significant change in video viewing habits. For one thing, it essentially makes linear video delivered by a service provider and Internet video gathered from across the web "equals" in terms of viewing choices.
Saturday, September 4, 2010
Apple TV, Google TV Take Different Approaches
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Subscribe to:
Post Comments (Atom)
Directv-Dish Merger Fails
Directv’’s termination of its deal to merge with EchoStar, apparently because EchoStar bondholders did not approve, means EchoStar continue...
-
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
-
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
-
One recurring issue with forecasts of multi-access edge computing is that it is easier to make predictions about cost than revenue and infra...
No comments:
Post a Comment