This. I know TVs don’t have great margins. But OLED plus a great UX would seem to generate better margins in Apple loyalists than those folks buying Samsung or LG or Sony.
Now there's a space that's ripe for disruption. TVs.
I love having apps for streaming services on my TV - but I hate smart TVs. I hate them because their UX is always slow and clunky, they have more bloat installed than a contract smartphone in 2010, and they run a custom, closed OS that will stop getting updates three months after it's released.
Well, that's not true. They'll push and update a year or so later that puts ads on your homescreen that you can't remove.
I won't pay $1,400 for a new 60" Samsung QLED smart TV, but I'd spend $3k on a TV with the same specs and no smart features. I'd just do what I do now, and plug an Android TV box into it.
I've used AppleTV a bit, both their app and the hardware device. I honestly prefer the Android TV boxes I have, but it's more than adequate. More importantly, it's fast and flexible enough to support multiple providers in one app.
If Apple were to build a TV with AppleTV built-in, with the same specs as the Samsung, I'd probably buy it at $3k. I'd definitely buy it at $2k. I'd consider it at $4k or above, depending on whether Apple improves and expands AppleTV.
