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<ソーシャルテレビ> アプルは早晩、テレビの本体に進出するだろうとの予測!!?


 2007年のアプルテレビの失敗の結果、セットトップボックス型のアプローチは、「テレビ販売に援助金が付く世界では上手くいかない」とアプルのスチーブ・ジョブスが見ているという見方があります。確かに先行するROKUなどのセットトップボックス販売アプローチは大して売れてません。
 そこでアプルはまずiPhoneによる$99のセットトップボックス型 iTV に出た後、2年ー4年位で1800ドルから2000ドル程度のテレビ本体に出るだろうと言う見方が浮上しています。(Piper Jaffray analyst Gene Munster )
 現にアプルはクラウドセンターを建設中であり、クラウド放送の準備を整えていると言う見方があります。
 ★★Rumored $99 iTV Could Pave Way for $2,000 Apple-Connected Television
   http://digitaldaily.allthingsd.com/20100816/99-itv-could-pave-way-for-2000-apple-connected-television/

That was how Apple CEO Steve Jobs answered a question about Apple TV and the future of the television interface at D8. “The television industry fundamentally has a subsidized business model that gives everyone a set-top box, and that pretty much undermines innovation in the sector,” he said. “The only way this is going to change is if you start from scratch, tear up the box, redesign and get it to the consumer in a way that they want to buy it.”
And who better to do this than Apple (AAPL)? The company has arguably already done it for the personal computer, the portable music player and the cell phone. Why not the TV as well?
In a Monday note to clients, Piper Jaffray analyst Gene Munster suggests the company will do just that in the next two to four years, but only after it launches a new cloud-centric version of Apple TV.
“Apple has recently developed a data center in Maiden, N.C., that we believe could serve as the hub of a cloud-based service for iTunes video,” Munster wrote. “With Apple’s growing family of connected devices (iPhone, iPad, iPod touch, Apple TV and Macs) it only makes sense that Apple would deliver a cloud-based media service to leverage its competitive advantage in the space: devices. As part of this, we expect Apple to update the Apple TV product in the coming months with limited storage, a lower price, an app store and a focus on accessing content over the Internet.”
Munster believes this device, the rumored $99 iTV, will be a stepping stone toward an all-in-one connected television, something Apple could position as a replacement for the typical home entertainment system and for which it could charge a premium–$1,800 to $2,000.

 日本ナレッジマネジメント学会 専務理事 山崎秀夫 borg7of9 twitter

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