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Smart TVs and the Content for Them

Rider Research, Dec 2010, Pages: 70


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This report analyzes the emerging market for smart TVs (Sony, Samsung, LG and others) and adapters like Apple TV and Logitech’s Revue that turn existing TV sets into smart ones.

If most homes get one or the other in the next few years, which seems as certain as getting an HD set was, it will have a major impact on several areas:

- The growing number of broadband subscribers and their demand for bandwidth will put a heavy load on the cableco and telcos’ existing wireline networks.

- Pay-TV services’ continued prosperity will be threatened, offset by increased revenue from broadband.

- Google and Apple will threaten to dominate the living room just as they have come to dominate smartphones and tablets. Microsoft and Intel have not, so far at least, responded with any “must have” products.

- The physical media market, specifically Blu-ray discs and DVDs, could become a vanishing species if disc players don’t embrace the Web.

- Online video services like Netflix and YouTube will be able to stream to millions of more homes.

- Makers of TVs will be faced with an array of choices when it comes to deciding which platform they will use and whether to develop their own. Content owners will increasingly be able to sell content directly to consumers.

The new report “Smart TVs and the Content for Them” details the current state of the TV market and its future.


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