Strange. I agree with almost all of the arguments put forth in the article, but still disagree with the overall conclusion.
I think making a success out of the TV market will be harder for Apple than cracking the mobile phone market. Unlike the mobile market, TV makers are already competing against each other for smart features, and an Apple TV would not be significantly better than competitors at launch. The original iphone had very few real competitors, which is why it has had such a strong following.
The big 'in' Apple should have is their controllers - iphone, ipad, ipod touch - which should allow them to give a highly polished UX. Despite this, there is nothing stopping other manufacturers from also adding controller apps to ios, so even that isn't a good lock in.
How people buy TVs is also wildly different to how they buy phones. A user who would upgrade their phone every other year is much more common than a user who will upgrade their TV every other year. Also, TVs are sold on price, price and features so I can't see an Apple premium being too appealing.
At $JOB we predict consumer trends, and we've been gagging to predict this trend (smart TVs) for almost 3 years, it just never looks likely to succeed. The reason why is content.
People buy TVs to watch stuff on them, and the content is locked up by the corps that currently profit from that content. For Apple to break the UK, for instance, they would need to be in bed with Murdoch/Sky, and to have all that content available on their device, and I cannot see the dirty digger ever giving up his content.