Yesterdays postlooked at when consumers might want to buy 3-D TV sets. Today, lets look at opportunities for investors.
Well all eventually be watching some form of 3-D television at home [but for] now look at 3-D television as a technology of tomorrow that still needs a few years of baking before its fully ready for mass consumption, says technology and media analyst Carmi Levy
For one thing, most consumers have just completed the transition to HDTV flat panels, he says. They dont necessarily relish the prospect of doing it all again, and will wait until things settle down and the future path of 3-D TV is more known.
Nevertheless, over the longer run, there is no significant hurdle for mass distribution of 3-D content, argues a UBS Securities investment research team in a recent report, 3-D TV is here to stay.
Prices will come down further. 3-D TV sets will be sold at the same price as their 2-D equivalent; the only extra cost for the consumer would be the 3-D view glasses. Dual 2-D/3-D TV will eventually replace 2-D during the normal replacement cycle.
Judging from the amount of resources invested in 3-D, Sony Corp. may, in time, emerge as a main beneficiary. They are betting big, not only on the hardware but also in content distribution and the equipment required for producing 3-D entertainment. And its dominance in console games may help: PlayStation sets will give avid gamers a reason to buy Sony sets and this could help with establishing early-mover status.
If there are any investing opportunities at the moment, it might be DirecTV Group: in June, DirecTV is expected tobegin offeringthree 3-D channels to subscribers. The pay-TV industry would be the main beneficiary, declares the UBS report. “They should enjoy a boost in average revenue per user (ARPU).”