I am not seeing anything on this subject. What I think I am seeing in the streaming box market now is a rush to create and supply low cost streaming boxes not for the sale of the boxes. More so, as a ad platform. Firestick advertises for Amazon. Roku sells ad space for everyone. I suspect the new, cheap Walmart box pushes Walmart. I currently use Roku. The ads seem to have gotten more invasive over time. Also, even the nVidia Shield now has ads in the menus.
I admit I am probably more sensitive than most when it comes to advertising. I don't mind ad supported streaming content (to a point). It makes sense. I don't, however, want to see ads in my streaming box menus.
The reason I am interested in Android TV for this project is that there will be streaming apps available to install and it may be possible to do some ad blocking on youtube. Youtube ads have gotten ridiculous since the pandemic.