>It’s not just a recurring cost with 4G/5G modems, but it’s also practically infeasible in many countries where getting a cellular connection of any kind requires KYC and related formalities.
That doesn't seem to bother Amazon's Whispernet.
Amazon has been doing this for years[0]. Free cellular access for specific Kindle devices for specific purposes. They've sold many millions of those around the world.
Granted, Amazon was generating revenue from selling ebooks, which was the incentive for providing the service.
>There’s no way these TV manufacturing companies can buy one connection per TV (and accept the liabilities that come with such a connection) or get their customers to have one.
If they follow Amazon's lead, they'll enter into contracts with global networks (Amazon uses AT&T) for bulk rates on carrying their products' traffic.
That said, it's not at all clear to me what the break even point might be on a per-device basis for these TVs, but the first search result for "WiFI/LTE chipset price" yielded this link[1]:
ZTE 4G Module LTE Wireless Wifi Board with Sim
Card Slot Mini Router PCB for IOT Camera GPS
Sensor Data Transmission
1 - 499 Pieces $17.49
500 - 1999 Pieces $15.99
>=2000 Pieces $14.99
I'm guessing that Sony, LG, Samsung et. al can get
much better prices for their specific needs than some random Alibaba listing. That, and they already have WiFi and wired ethernet, so adding the capability is easily within reach.
Whether or not it would be profitable for the TV manufacturers is an open question.
I'm not saying that it will happen, just that it could.
And that would make me sad.
[0] https://smallbusiness.chron.com/amazon-whispernet-work-58992...
[1] https://www.alibaba.com/product-detail/4g-Lte-Zte4g-ZTE-4G-M...