Apple's page for AirPlay seems to imply the same thing. The only Apple pages that mention video streaming are the AppleTV page and the iOS 4.3 Update page, which don't make any mention of 3rd-party products.
This question mentions that other iOS devices and Macs can be enabled to receive AirPlay video streams through 3rd-party apps.
So are there any existing (or announced) 3rd-party hardware products that can do so? I'm particularly interested in AV receivers as I plan my next home theater upgrade.