Long term speaking this is going to be an issue for Apple TV. Having an add on unit simply isn't going to be a long term play because TVs like Samsungs and LGs will continue to improve with software and apps leaving a standalone unit like Apple TV obsolete in some ways. This isn't just singling out Apple TV but ALL units like Roku. TVs are just too advanced at this point and will continue to gain ground. It will be like streaming vs discs in some ways. It will be one less remote and one less device and once less cable that people need.
I am assuming Apple will actually release a TV that has all of this built in to create a more unified TV/Internet experience and shake up the TV market.
I agree. I think Apple was just waiting for OLED to be perfected before they launch their own TV set. That's why we've been waiting so long for a new Thunderbolt display. But we're likely at least 2 years out before Apple decides to jump into the the TV display business. However, it's still pretty clear that Apple will need to offer a TV box for all the millions of sets customers already own, whether they chose to upgrade to a new Apple TV panel or not, for some time to come. There's just too many uses for an ATV for anyone who is invested in Apple's integrated ecosystem.