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What a Next-Gen Apple TV Could Bring

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While I’m not as bullish as others that the following tweet should be taken as gospel, I’ve been thinking a lot recently on what a new version of an Apple TV product could look like.

So, in no particular order… “why update the Apple TV?”

  • 4K video
    I wouldn’t bet on this, at all, since there’s virtually no content available today, and probably won’t be much in the next 24-36 months.  If 4K looks promising, they can rev again in the future.  Further, Apple has historically *not* led in this category, and I’d be surprised to see them do it this time.
  • Rich SDK
    Yes, there are plenty of apps available for Apple TV today, but access is limited and granted in an ad-hoc fashion to selected content providers.  Many folks assume one day they’ll open this up to a wider developer network -as in, all developers.  I know very little about the programmability/guts of the Apple TV, but I have to assume the current one simply wasn’t designed to be uber-expandable.  As a sub-point, I *could* see an argument for an extension of iOS here, but I’d hope it’d be a differentiated offering to relate to the different UI mechanisms.
  • HDMI Passthrough
    For the literal heaps of things Google TV has done wrong, HDMI passthrough was smart.  Enabling the Apple TV to sit on Input 1 at all times enables no-input switching for any connected experience.  But even better than that, it’s not a stretch to see a version of AirPlay with a, wait for it, transparent layer.  What does that mean?  Imagine every cool thing about Interactive TV you’ve ever heard or thought of, minus all the lame stuff, now have it actually work, powered by your iPhone/iPad.  Awesome.
  • Gaming
    Many of us already believe the next generation of consoles is doomed, but what if the Apple TV came with an optional joystick and as much gaming horsepower as an iPad or Xbox 360, and stayed at the $99 price point?  It’s the exact opposite strategy Microsoft is taking with their platform (gaming first, everything else second), but since about 1998 that’s pretty much a winning approach.

And that’s it – which is telling in its own way.  There’s no other “basic” TV/streaming need to upgrade the current hardware, and Apple certainly isn’t going to put out a new version without a very specific reason.  Perhaps I’m missing something (comment please!), but I am at a loss to come up with any other drivers for new hardware.   Oh, and yes, I’m ruling out Siri, physical motion gestures, cameras, etc – while any could certainly come at some point, they aren’t going to exist without one of the above as well.

Which leaves me with the following: if you do not think the above reasons are compelling, and you can’t come up with a better one, I think you can pretty much write off a new piece of hardware.  Further, I have strong convictions that the only truly viable option above is adding a Rich SDK/open developers kit, so if we don’t see that next week, I don’t think we see any new device show up either.

Expectations and Thoughts for CES 2013

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I love the smell of CES in the morning.  Seriously, I *love* CES (here’s my walkthrough the show last year with Robert Scoble – be warned – its 45 minutes long), though I’d love to see them move it back in the year a few weeks.  CES is like SXSW, except people actually get some work done in addition to all the partying.  I love the vaporware demos sandwiched in between the unnecessarily huge screens and the neon. Lots and lots of neon.  LOVE IT – and no, this isn’t a long, drawn out sarcastic rant.  But I’m taking a break from my annual “CES Tips” lists, as there’s nothing substantive to add.  Instead, here’s some thoughts on what I’m expecting next week:

Nothing Revolutionary
That might sound weird, but I’m just not expecting any “big new thing” at this year’s show, instead lots of “mostly better things than last year”.  Bigger screens.  Thinner screens.  Lighter phones.  Longer batteries.  The major keynotes are from Qualcomm, Panasonic, Verizon, and Samsung – not one of these companies has a history of revolutionizing the show.

But yet, lots of cool updates
While nothing should blow us away, I’m expecting tons of improvements to other products.  More smart TVs with more smarterness to them.   Lots of UltraHD/4K TVs (sigh). More well-done AirPlay integrated devices.  It’ll be fun.

Especially OLED
Coolest thing at CES 2012 were the 4MM thick OLED TVs that didn’t ship in 2012, despite promises they would.  Coolest thing at CES 2013 will be the 4MM OLED TVs that might actually ship in 2013.

Meme Prediction: Complaints about the lack of stuff
If there’s one thing that follows the theme of “nothing revolutionary” its listening to everyone, their mother, and their mother’s facebook friends complain about nothing being new at the show. You shouldn’t be expecting something big, and whining about how you could’ve stayed home is just annoying.

Potential sleepers: Verizon & Qualcomm
Interestingly, both have keynotes, and both have large booths (and near each other).  If I had to put money on “doing something unexpectedly big” I’d place on either, or both of these companies.

What I’d love to see, but don’t expect
Flexible displays.  I’ll go so far as saying there’ll be *nothing* exciting in consumer electronics and mobile devices between now and when the first generation of devices with flexible/bendable displays arrive.  So I’ve got a secret hope that even prototype stuff will emerge from someone’s labs at this year’s show.

What I’m already bored of: More Tablets
I still haven’t seen a single product from a single company that defines a “tablet market” and I’m not expecting that to change at CES.  But, I am expecting loads of cheap tablets that might do well overseas, which is all fine and good.  Yawn.

I’m Betting On: Smarterer TVs
Every single TV company will announce new Smart TVs.  And every one of them will continue to make TVs that are harder to use than they were before.  Bummer.

Who Will Be Missing?
Amazon, Google, Microsoft, Apple – the four companies that would make the show dramatically more interesting.

That’s about all I can think of.  Shame is I’ve got so many other commitments at the show this year I have no idea if I’ll even get to walk the floor.  C’est La CES, C’est La Vie!

Is there a market for Ultra High Definition TV?

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Quick history lesson. From the birth of TV through the invention of cable TV and the VCR, picture quality was effectively the same. Along came DVD, which doubled the screen resolution to 480p, ooh ahh. Then along came HDTV with 720p. Then 1080i, and now we’ve “settled” on 1080p. Only we haven’t – the next two resolutions are already picked, they’ve been called 4K and 8K by the industry for a while, and just got fancy labels with “Ultra High Definition Television.” And much as I’ve always considered Blu-Ray a loser format, I believe the same fate is in store for UHDTV.

First, the picture quality is virtually imperceptible. I’m pausing for a second as rabid video engineers attempt to tar and feather me, but on a 50″ screen from about 10′ away, 4K looks roughly the same as 1080p – which, while I’m at it, looks roughly the same as 720p.  Unless you really really really know what you are doing, and really set up your room properly, and really have the right size TV for the distance from your couch, and really watch the right source material, and really really really – you get it.  But for most regular humans watching most regular TV (which, I might add, isn’t even being broadcast in 1080p – what? yes, it’s true – if you are watching TV, you are not watching 1080p. deal with it), your existing HDTV setup probably looks beautiful enough as it is.

Second, even if you can tell the difference, it’s not impressive enough. I distinctly recall watching my first DVD, and I distinctly recall my upgrade to HDTV.  Each were monumental shifts in resolution and display quality. It’s reminiscent of upgrading to a retina display iPhone/iPad. But then what? If the next shift upwards doesn’t bring the same “ooh, ahh” moment, it’s a resounding “meh” – and “meh” doesn’t sell new TVs.

Third, it’ll be perfectly timed for “higher quality format fatigue” to set in.  As I’ve described above, consumers already finished going to stores to upgrade to get to the promise of “FullHD” – which, again, generally isn’t even being broadcast in FullHD. Going from FullHD to UltraHD is just going to make folks wary, if not pissed.  Nobody likes to think their recent investment as worthless, regardless of the plummeting prices of flatscreens.  It’s too little, too soon.

Fourth, there won’t be enough content. Whenever 4K sets are available, and I predict it’s coming within 18 months, odds are really low that a corresponding broadcast source or streaming medium will offer 4K videos. Unless a huge back catalog of content is released at the same time, most of which doesn’t even exist at 4K resolution I might add, consumers won’t see a compelling reason to upgrade.

Fifth, streaming won’t support 4K into homes anytime soon, and physical media is dead, which means there’s not going to be 4K content anytime soon. Per above, no content equals dead format, and since we don’t really have the infrastructure in North America to support a wealth of content…

Sixth, and it’s a minor point, but how can you have two different standards with the same name?!?!? Consumers hate that stuff. Quit it!

Much as the MP3 killed high definition audio long before its time, I believe streaming video and a lack of perceptible difference will kill ultra high definition video long before its time.  My advice to the industry: slow down, you move too fast. I know you are losing money on just about every TV you sell, and I know that’s not changing anytime soon, but 4K in 2012/2013 is not your answer.

My advice to the industry at large:

  • Don’t launch without a huge content library.
  • Don’t launch without multi-brand support.
  • Don’t launch without an all-streaming solution.
  • Don’t launch too expensively.
  • Don’t launch with a negative campaign against existing HDTV installations.
  • Don’t launch til you have it all perfect.  You aren’t there yet.  Stay quiet until you do.

ps – sorry for the gross picture.  🙂

pps – to videophiles who want to nitpick with some detail I’m sure I got wrong – please do so constructively!