I still don't understand why Apple are doing this.
Number of eyeballs looking at content matters when negotiating with the content vendors to 'unbundle' channels and services. There are lots of indicators that Apple is going to try to jump into expand past just selling shows on iTunes and into selling streaming access to them. ( Similar to what they have done in audio .... largely moved from selling audio to selling renting of audio. ).
The number of AppleTV out there is much smaller than modern Roku boxes.
"... Roku, which
went held an initial public offering in February, was steady as the market leader with 37% share, the same as last year and up from 33% two years ago.
Apple captured 15% of the market, the same as last year and down from 19% in 2016, Parks said. ..."
http://fortune.com/2018/05/31/internet-video-roku-apple-tv-chromcast/
[ And yes just having AirPlay2 and not an "TV app" more so makes the Roku more like a Chromecast than a first class streamer. however, this is probably a first step. Apple does have a "TV app" deal with Samsung ... Roku isn't the only play. ]
That means there are more "big screen" eyeballs on Roku driven content than on AppleTV. ( the numbers above point to as much as
twice as many). Also notice the longer term trend line there where AppleTV is actually sliding
backward as a percentage of the market.
Apple push into positioning AppleTV as much less expense than a gaming console ( cheaper than Xbox , Playstation , etc) hasn't really held up from the push that Amazon Fire and Roku have made.
From another part of the article ....
"... Of all households with broadband Internet connections, 40% now have an Internet video streaming device, up from 6% in 2010, Parks said. ..."
As more TVs roll out with integrated "Smart TV" that market penetration is only going to be substantially deeper. So basically here is Apples situation.
The market is getting to that maturation stage and Apple is falling behind in share and eyeballs.
Throw on top that the content folks they are trying to neogiate with are all rolling out direct to consumer apps on Roku , Android TV , and FireTV. Users won't need a Apple device to access the content at all. Loose the user interaction .... how does Apple 'win' long term??? They can resign themselves to when out and only have an iPhone they "have" you but that's limited.
iTunes audio started off Mac (and highly tethered iPod ) only. But that capped it because most folks have Windows PCs. Essesntially same thing here. The dominate "Smart TV" platform is not going to be tvOS. Of the three major multiple vendor ones Roku , Android TV , and FireTV . Roku makes lots of sense because also not a direct competitor of Apple's content streaming services ( Goole Play and Prime Video are. )
Airplay was problematic at streaming just audio on many different brands of iPhone docks a few years back before many changed to Bluetooth. Streaming 1080p HD with a tiny buffer allowance will be an absolute nightmare if not correctly implemented.
Software or Wi-Fi quality ? Also probably didn't work via Wi-Fi direct either. ( If the iOS devices and the TV in the same room open a point-to-point Wi-Fi direct link the bandwidth shouldn't be as much of an issue as it previously was. ) Second AirPlay2 is probably a stepping stone to making the something that is either much more like a Chromecast. "AirPlay3" could be where iOS device tells the TV player which stream to pull from more directly. Or Apple gets a TV app onto platform ( like Samsung ) and iOS device does handoff and/or acts like a smart remote control.
And then, Apple will get the blame from the end user!
It would be simple to add some part AirPlay protocol to figure out what kind of bandwidth have and to just abort when quality is just too low. And TV (something to see) makes it far more likely in the same room. In short, there are steps that Apple can take to improve the quality of the streaming. I'm sure they will still get contacted to blame for problems, but some level of that comes from just selling a device.
Not sure if Apple's gone a little crazy, lost direction, both or is simply trying to make as much money as possible before all of the older guys retire! But to me, it's lacking direction and is simply throwing the Apple eco system and it's reliability along with everything that it stood for out of the window.
Crazy would be handing out $1-2 Billion dollars to create TV content and not trying to get it on as many actually TVs as possible to recoup the investment. Also kind of crazy would be standing idling by while about 95+% of the TV market goes to internal stream apps. Buying another external streamer after already bought one with the TV at 2x the price of the other external streamers is a tough market to crack.... even for Apple.