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Analyst Speculates Apple TV Success Will Depend on Software and iOS, Not Big Screen TVs

Analyst Speculates Apple TV Success Will Depend on Software and iOS, Not Big Screen TVs

Set top box with software, integrated HDTV, or both? One analyst thinks the former.

In an investor note today, Barclays investment analyst Ben Reitzes comes down squarely on the side of many others who believe a set top box is the way Apple has “cracked” the TV scene, rather than with an integrated television set created by Apple hardware designers. His opinion is that Apple is more likely to create a TV product that focuses on the software and not the hardware.

“We believe consumers would welcome such a product from Apple,” wrote Rietzes, “as well given that many younger customers seem to be watching content on demand on smaller screens (iPads, laptops) in private places – and only Apple seems to be the company that can redirect that content back to the big screen.”

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