Take the iPhone, but replace the screen with a 40 inch HDTV screen and put it in your living room. What do you get?
- a TV
- a high-quality speakerphone bypassing the telcos
- a live window to grandma (“HDTV videoconferencing in your living room”)
- a stereo
- a movie rental kiosk
- a game console
Now, next time you are out shopping for a TV, which would you buy: an iPhoneTV that can be remote-controlled with any Apple device in the room, or:
- a regular HDTV with its own clumsy remote control, plus
- a set top box with its own clumsy remote control, plus
- an old AppleTV/Roku/Tivo with its own clumsy remote control, plus
- a Wii/Playstation/Xbox (ok, they have a case for having different remove controls)
- all of which litter your living room with boxes, remotes, and wires?
The global TV market is about 200 million units a year. How much of this can Apple get? This may well be another $10billion+ market opportunity for them.
(I don’t know what Apple may or may not be building. I know that the above would be ridiculously easy to build for them because the iPhone basically is it already. And I know that that is what I would want to buy …)