Tim Cook has already said that Apple has an intense interest in the market, but while everyone is arguing about what size Apple’s television will be, I can’t help thinking what problem Apple will solve. For me, that is the key question.
Apple has transformed itself into a problem solving company. They did it with the iPhone, iPod and iPad and I think that’s what they will do when they enter the television market in a serious way.
Here’s the thing. Apple will not enter a market unless it feels it can make a significant impact on the current state of the industry. They will want to provide something different than what’s currently available, something that nobody else can do. Apple has the power to do that because they think about how to solve problems first and making money second.
The impact of Apple entering the television market will not be whether they release a physical television or a box — those are only the vehicles that will deliver the innovation that Apple will bring to the industry.