Wednesday, January 11, 2012

Samsung, LG Spooked By Apple Television? Asks Brigantine

Kevin Dede of Brigantine Advisors, this morning reflecting on the news flow yesterday from the Consumer Electronics Show going on in Las Vegas, wonders if TV makers such as Samsung Electronics (SSNLF) and LG Electronics (06657011KS)?are perhaps spooked by the prospect of a television from Apple (AAPL) at some point.

“High end sets” being shown off this week, he writes, “have alternative interface technology aside from the standard remote control.”

“Taking a page from Apple’s success with Siri, in our opinion, and perhaps in fear of what Apple might try next, major TV manufacturers we saw yesterday are including voice recognition and gesture recognition as interactive measures in controlling TV.”

Dede thinks the “writing is certainly on the wall,” namely that “people and machines are destined to talk to each other, and machines should be able to read human movement as both function control and signals (for sensors) that we are seeing in greater prevalence already.”

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