Why Intel could be the company to finally crack internet TV | The Verge
Does Intel have a game changer on their hands or a monumental flop?
Make no mistake: Intel is proposing something genuinely audacious here. It's live multichannel programming delivered over a broadband data pipe, but sold separately. It might be delivered over coaxial cable if that's where you get your broadband, but that's an accident. It could just as easily be over fiberoptic or wireless. You could switch providers and keep your TV service exactly the same; you could move across the country and keep your TV service exactly the same.
"You would have your own broadband and we provide the device and the service," says Intel Media spokesperson Jon Carvill. Later, Carvill clarified: the customer "would buy the device and then subscribe to the services they wantΒ Live TV, on demand content, and applications." It's a big bet that broadband speed and ISP data caps will continue to increase, as ISPs focus on what's increasingly the most profitable part of their business, the data plans.
Unlike Google Fiber, you don't have to wait for Intel to come to your town. Buy an Intel box and you're ready to go.
The fact that Intel doesn't by and large work in media could be a handicap, but if you stop to reconsider, it potentially gives Intel a huge advantage. Think about it: how was Google ever going to make a deal with Viacom when Viacom was suing Google? How were companies like Google or Yahoo built on selling advertising ever going to meaningfully share data and revenue with other companies built on advertising like TV networks? How were Sony or Samsung ever going to create a smart TV platform large enough to compete with cable when their businesses depended on selling giant multithousand-dollar screens that were only updated every few years? How would Apple, or Microsoft, or Amazon, or Netflix create new deals for live TV with networks when they already had huge businesses in selling digital video in completely different formats?
Intel has no conflicts of interest with television; it has no strategy taxes. All it has are years of R&D into hardware for the connected home, a solid history of developing hardware standards and prototypes, and many, many chips built for graphics-intensive, generally stationary devices that badly need somewhere to go.
Does Intel have a game changer on their hands or a monumental flop?