Rise of Google’s Consumer Electronics Ecosystem
Smart set-top boxes that are used for streaming online video often garner less attention than other connected consumer electronics CE devices like TVs and game consoles.
Apple has referred to its Apple TV device as a hobby — although it apparently leads the market with around 4 million units shipped through 2011. Roku has also had some success — passing 2.5M units in 2011.
ABI believes that if the vertically integrated Android boxes gain popularity, then this could create a stronger ecosystem for Google — essentially becoming a very direct and compelling challenger to Apple.