The TV Is Dead: Here's Who Will Rule This $100 Billion Market

The following video is part of our "Motley Fool Conversations" series, in which Motley Fool senior technology analyst Eric Bleeker and chief technology officer Jeremy Phillips discuss emerging trends in technology.

In today's edition, Jeremy and Eric look at the future of television. They both agree that the TV as you know it is dead. Everyone from Sony to Apple is rushing to create a future generation of televisions that is more an "integrated entertainment center" that leverages software used in other devices and Internet connections. In this space, the success of iOS and the wealth of developers on the platform should give Apple the advantage if it aggressively enters the market. This transformation could ultimately turn TVs from commoditized devices dragging down companies like Sony in a sea of red ink into differentiated platforms that provide outsized profits for a slim group of winners.

The connected televisions of the future from companies like Apple are just one part of a data boom that will lead to a quadrupling of Internet traffic by 2015. The Motley Fool has compiled a report called "The Motley Fool's Top Stock for 2011," which highlights a company that's set to profit handsomely from the booming amounts of data flowing across the Internet, no matter which company delivers the video. Thousands have requested access to this special free report, and now you can access it today at no cost. You can get instant access to the name of this company by clicking here -- it's free.

Eric Bleeker and Jeremy Phillips own shares of no companies listed above. The Motley Fool owns shares of Microsoft, Apple, Logitech International, and Google. Motley Fool newsletter services have recommended buying shares of Google, Apple, Microsoft, and Logitech International, creating a write covered call position in Logitech International, and creating bull call spread positions in Apple and Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.


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  • Report this Comment On November 26, 2011, at 6:29 PM, khaledmrd wrote:

    the PC & TV will blend to be Smart PCTV

    In the Future we could see Tablets or Ultrabooks to replace Setup boxes by beaming wireless to the Wireless 3D glasses free TVs

    from Logitech Management Presents at Morgan Stanley Technology, Media and Telecoms Conference - Conference Call Transcript on Seeking Alpha site

    "

    Guerrino De Luca

    ......We have exited console gaming de facto about some time ago. ...... But maybe the biggest thing that we aren’t going to exit and I said that creating enormous promotion on the web is set-top boxes for connected TVs. We worked on Logitech review for Google TV and we never thought that we would be a set-top box maker and so the idea was to help boost that platform.

    At this point I think we have done what we needed to do and so in that sense we are not making more set-top boxes for Google TV or any other connected TV platform.

    On the other hand connected TVs Google TV or other platforms are still a great future opportunity out there. It's not going to happen overnight, but it will happen and it's another platform that we will follow as a connecting peripherals add-on supplier for those platforms Google TV whatever Apple comes up with if anything.

    These are things that we are watching very carefully, but we will not play in the infrastructure business of those businesses."

  • Report this Comment On November 28, 2011, at 2:49 PM, VolkOseba wrote:

    I've got my money on Logitech and Nintendo...

    I know, Logitech is out of the 'Google TV' market, but the high end versions of their "harmony" remote [or the "harmony" branded product that allows you to use your tablet to control everything] could REALLY be useful in this "modern TV is dead" setting.

    As for nintendo... if you can't figure it out, you'll wish you would have.

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