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Sources: New Apple TV will run a full-blown iOS core, specifically a TV-optimized version of iOS 9

What will September's new iOS 9-based Apple TV bring to the living room?  —  Apple plans to hold one of its annual fall media events on Wednesday, September 9th to introduce the new iPhone 6S …

9to5Mac Mark Gurman

Context & Ripple Effects

This report completes an arc that started in March, when sources said Apple was building a set-top box around the A8 chip with enough storage to run an App Store — hardware sized for apps rather than just streaming channels. In late July, BuzzFeed added the rest of the picture: an SDK, Siri support, and a touch remote debuting alongside the App Store.

Today's detail — that the new box runs a TV-optimized iOS 9 core rather than a bespoke TV OS — matters because it means Apple's existing developer base and toolchain carry straight into the living room. It also sets up the September 9 event, where sources say Apple will unveil the box alongside the iPhone 6S and new iPads.

First-order effects

  • Developers get a direct target: an App Store and SDK on Apple TV mean native third-party apps on the box for the first time, built against the same iOS 9 core as the iPhone.
  • Apple's fall event becomes a two-platform launch — iPhone 6S plus a repositioned Apple TV — putting the set-top box on stage next to its flagship product.

Second-order effects

  • With HomeKit integration already reported for the box, the Apple TV becomes the living-room hub for connected-home accessories, pulling smart-device makers toward Apple's ecosystem via the TV rather than only via phones.
  • The shared iOS core ties Apple TV's refresh cycle to iOS releases, so future iOS versions arrive on the TV in step with iPhones — a dependency competitors running dedicated TV OSes don't have.

Third-order effects

  • If the pattern holds, Apple's device strategy converges on one iOS-derived platform across phone, tablet, and TV — and indeed sources later reported a 4K-capable Apple TV with an updated TV app continuing that line in 2017.
  • A living-room App Store shifts the set-top-box market from content-channel aggregators toward app platforms, where control of the SDK, search placement, and developer terms determines what viewers can install.

The trend: Apple is extending its mobile OS and App Store economics into the television, turning the set-top box from a streaming terminal into a fourth screen for its developer ecosystem.