The iTV ecosystem represents a major innovation for the $100 billion LCD TV industry that will revolutionize the TV experience forever, in our view. First of all, we believe iTV will be 60-inches in size (but could also include 50-55 inch options). Secondly, we believe Apple will release a miniature device called iRing that will be placed on a users finger and act as a navigation pointer for iTV, enhancing the motion detection experience and negating some of the functionality found in a remote. Thirdly, iTV will come with a mini iTV screen that will seamlessly allow users to view content on this smaller, 9.7-inch screen, while also opening up use cases around home security, phone calls, video conferencing and other areas. As part of this experience, Siri and FaceTime will be important. Essentially, we believe the mini iTV screens will be able to capture content from the 60-inch iTV across a distance of up to 200 meters, allowing a user to view iTV content in the kitchen, washroom, garage, bedroom, backyard, etc. We believe Apple will offer one mini iTV per iTV but package options will include up to four screens (i.e., one screen is part of the standard package and pay extra for each additional). While the mini iTV screens will be similar in size compared to the iPad, and thus allow for some manufacturing efficiencies, the capabilities and features will be very basic and thus not an iPad replacement. Furthermore, we believe iWatch will be an important part of the iTV ecosystem, tapping into iTV services in a much more mobile friendly manner, complementing the iRing. The interaction between iTV and making phone calls will be an important feature of this experience, while the iWatch and iRing will provide increased mobility around the home, supplanting the need to carry a smartphone around the house. Finally, we believe consumers will pay approximately $1,500 to $2,500 for the iTV package. The price will be based on the number of mini iTV screens in the package and the screen size of the iTV. Also, we are being told that iTV could be subsidized by certain service providers to expand the market opportunity.
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macquarius om 11:05, 04-04-2013en de iCe Tea, iRish Coffee, iCouch, iBall, iShoes, iShirt, iBed, iDouche, iBath in 2014.