No, I agree -- they definitely won't launch with 4K. But they could launch with something better than 1080p (yes, I meant iPhone 4 resolution). My point is jus

No, I agree -- they definitely won't launch with 4K. But they could launch with something better than 1080p (yes, I meant iPhone 4 resolution). My point is just that they probably view the TV market just the way they viewed the PC, phone and tablet markets: people think they are commoditized, but Apple can qualitatively improve the experience through both UI and manufacturing improvements. Then the margin in what was previously a race-to-the-bottom industry comes back -- and to Apple first. Another obvious course for them to follow is to allow iOS apps to run directly on the TV. They just need a new input device so users can "touch" the screen while sitting in their sofa. But I disagree with the end of your point #1. I can absolutely believe that there's a panel manufacturer out there who would collaborate with Apple exclusively for some finite period to deliver some new tech.