Apple TV positioning high-end short-term is difficult to shake the domestic color TV pattern

E-five friends early eight: As Apple's press conference approached, Apple TV spy photos, which are still in the face of the sun, are also exposed in recent days, which is like casting a huge stone to the increasingly calm color TV market. Relevant experts believe that from the perspective of the exposed Apple TV, its main positioning is high-end, it will be difficult to shake the current domestic color TV market in a short period of time, but the future may have an impact on the booming Internet TV.

Coming soon

This week, the United States accidentally exposed a set of Apple TV lab photos, the first time to unveil the true face of Apple TV: simple and ultra-thin, metal back cover, OLED screen, very "Apple wind." The industry has speculated that after years of brewing, Apple TV will be available at the Apple New Product Launch Conference in September this year.

As can be seen from these photos, Apple TV has been designed and is undergoing laboratory testing. Judging from the photos, this Apple TV is about 55-65 inches. The narrow bezel design looks very thin. The back cover and the base look like metal. It is integrated, and the base is connected to the screen in a way similar to the all-in-one. There are two small black dots like the camera at the bottom of the screen, which may bring motion sensing to Apple TV.

As you can see from one of the photos, the handwritten font on the back cover of the TV indicates that the TV is using an OLED screen. OLED should replace the current display technology of LCD panels, which is the biggest technical highlight of Apple TV, in line with Apple's new style of material and technology. The upcoming iPhone 8 has confirmed that it will also use OLED screens.

The TV base is large, and the industry speculates that the base can be wirelessly charged for the iPhone placed on it. Some netizens have speculated that Apple's mobile phone will be able to connect to the TV via Bluetooth, turning the mobile phone into a TV remote control, and users can also project the mobile phone screen onto the TV to achieve cross-screen drag and drop. Apple's Siri voice control is also very mature, so Apple TV may also have voice control.

In fact, it has been ten years since the news was released to develop Apple TV, but Apple TV has not yet met with users. Industrial observer Hong Shibin believes that for Apple, the perfect industrial design is not a problem. The biggest problem in the TV field is how to formulate a market strategy. At present, Apple lacks sufficient voice in the TV content industry chain, if only It is a service that provides hardware and cannot provide content, software and hardware. Apple will not rush into the TV industry. On the other hand, there are competition and resistance from US cable operators and TV content providers.

As early as 2007, Apple introduced a high-definition TV set-top box product, Apple TV, which allows users to watch TV programs online via Apple TV. It can also use photos and videos from iPad, iPhone, iPod and PC through Airplay. The music is transferred to the TV for playback. The industry believes that the Apple TV box is Apple's "pathfinder" to enter the TV, Apple's launch of TV hardware products is only a matter of time.

Red Sea Market

Choosing such a time to enter the TV market, many people in the industry said they are not optimistic, because the TV market has long been the Red Sea.

As a TV set for a home entertainment center, in the past two years, both product competitiveness and market performance have been somewhat difficult. From the perspective of statistics and the frequency of product iterations, the color TV industry is already on the verge of a very dangerous edge, and technologies such as OLEDs, quantum dots and even artificial intelligence that have frequently entered the public's view from last year to this year have not been smooth in the transformation of the color TV industry. .

The omnichannel data of Zhongyikang Times shows that the first quarter of 2017 is the toughest quarter in the color TV market in the past five years. The scale of color TV retail sales fell to the lowest in five years. In the first quarter of 2017, the retail volume of color TV market was 11.53 million units, down from the same period of last year. 12.5%. In the second quarter, the situation was even worse. Liu Yi, an analyst at Zhongyikang, said that the most important promotion node in the second quarter was “May Day”. According to the omni-channel data of Zhongyikang Times, the retail volume of “May 1” color TVs was 4.5 million units, down 17.4% year-on-year. From January to June this year, only the online market in February and June showed a small increase, and all other months decreased compared with last year. In the first half of the year, the online market fell by 4.7% year-on-year, while the offline market fell by 19.3%.

Despite the decline in sales, the rankings of the brands have basically maintained their proper formation. Zhongyikang data shows that the top ten color TV brands in the first quarter are Hisense, Skyworth, TCL, Changhong, Sharp, Konka, Haier, Samsung, Sony and PPTV. "Most of these are traditional old brands of home appliances, which have formed a deep-rooted industry position. It is difficult for users to be taken away. Just as the computer market has formed a monopoly of HP, Lenovo and Dell, in one already In a saturated mature market, it is difficult for new entrants to get a piece of it,” said Hong Shibin.

Wu Chunyong, CEO of Convergence Network, said that from the current development pattern and trend of the global smart TV industry, if Apple still maintains a high price strategy similar to Apple's mobile phone at Apple TV, unless Apple TV products and formats can form a new brand. The industry chain and development model, otherwise Apple TV's high price strategy will be "unacceptable", after all, the TV terminal industry has lost its original industry position in the face of competition in the mobile Internet and mobile terminals in recent years.

iResearch analysts believe that the mobile Internet is gradually changing people's lives, and the viewing form of TV is outdated for many users today. At the same time, the TV resources are not rich, the playing mode is not flexible, and the operation is inconvenient, which causes most users to choose to use the TV as a display. According to iResearch's survey, more than half of the respondents said that TV is no longer the preferred entertainment method in their homes.

Final opportunity

However, although the traditional TV market has basically been frozen, it is not without "empty".

From 2013 to the present, the Internet smart TV market has become the target of many companies, one is the pioneer of Internet TV that is losing money, and the other is a new entrant. In 2015, Skyworth hatched the new Internet brand to open the TV, and the micro whale entered the market under the support of Li Ruigang. After Stormwind entered the market, it released the first VR TV this year. In August last year, Internet TV added a new player Mango TV. Six traditional TV manufacturers, including Shanghai Xin, Konka and TCL, have never stopped the smart TV market in China. With resolutions ranging from 4K to 8K and screens from flat to curved, these “barbarians” of Internet smart TVs want to compete with “indigenous TV brands”.

However, the selling point of smart TV is similar now. The technical barriers of TV itself are very low. No matter the processor or TV appearance, the technical threshold of each family is not competitive. For the user, who is going to choose which hardware? The content is more attractive, the content is not only the breaking of the hardware homogenization dilemma, but also the key factor to cultivate user stickiness. On the other hand, the user operation experience is also an important part, and these two key points are Apple's breakthrough.

For Apple, Apple TV has laid a solid foundation. According to the data, in June 2016, Apple announced that Apple TV has accumulated more than 6,000 applications. The newly developed iPhone can control Apple TV, instead of the remote control, and the Siri element will change the way of interacting with TV. The topic searches the content. Apple TV's video library has more than 650,000 resources.

In addition, according to the news published by the patent website Patently Apple, Apple’s patent for gesture control submitted in 2013 was approved. This patent describes a method that allows users to control Mac and iOS devices through gestures. It is the method of TV products. The patent is like the old-fashioned iOS app Bump, the system works by detecting the user's gestures. In response, Apple said that the user interface is rapidly evolving in the entertainment and television industries, and gesture control will complement or gradually replace traditional, unnatural user interfaces such as keyboards, remote controls, and mice.

Hong Shibin believes that the biggest selling point of Apple's mobile phone is interactive. Apple TV will certainly have some research in this area, including application optimization and independent development, to ensure the use of intelligent programs and enhance the interaction between users and products. There is transmission and interoperability between Apple's products to enhance the sharing of internal resources.

"In combination with various factors, when Apple develops the format of Apple TV, it must fully consider the regulations for the management of corresponding TV terminals in different countries and regions, and to make distinctive Apple TV terminals that meet the different management regulations of the corresponding countries and regions. "Wu Chunyong said frankly.

With the maturity of OLED screens, wireless transmission and other technologies, Apple TV has ushered in the best opportunity, and this is almost the last opportunity, and will be seized by other home appliance companies in the blink of an eye. After the performance of mobile phones and computers tends to be dull, Apple also needs to open up new business areas. TV is the most integrated and most expanding product line for Apple.

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