Piper Jaffray analyst Gene Munster is famous for his annual prediction that Apple’s long-rumored television is launching next year, but this year he’s mixing it up a little, predicting instead that it will be launched in two years’ time.
Back in 2011, he predicted at the IGNITION conference that it would launch before the 2012 holiday season. Once it was clear that wasn’t going to happen, he predicted late in 2012 that it would be arriving in time for, yep, you guessed it, the 2013 holiday season. He clung to that one throughout the early part of last year, but has kept quiet on the subject this year – until now …
The WSJ reports that Apple has been quietly making major new investments in Internet infrastructure in a move which may simply be designed to boost the performance of its existing online services, but which could also be in readiness for its upcoming television product.
Bill Norton, chief strategy officer for International Internet Exchange, which helps companies line up Internet traffic agreements, estimates that Apple has in a short time bought enough bandwidth from Web carriers to move hundreds of gigabits of data each second.
“That’s the starting point for a very, very big network,” Mr. Norton said …
Among the less likely of the many rumors surrounding Apple’s long-expected move into full televisions is one reported in Bloomberg today, suggesting that Apple will launch 55- and 65-inch 4K televisions in the final quarter of 2014 with pricing in the $1500 to $2500 range.
Masahiko Ishino, an analyst at Advanced Research Japan Co, claims the displays will be made by LG, the GPUs by Samsung and the frameless glass cover made from Corning Gorilla Glass 3, with Foxconn assembling the products …
There are a couple of analyst rumors doing the rounds at present that are best described as … questionable.
As an Apple supplier, our contact offered insight into the “iWatch” and described this potential new device as much more than an extension of your iPhone but as a multi-purpose gateway in allowing consumers to control their home (i.e., heating/cooling, lights, audio, video, etc.)
You may recall that Mr White is a man who likes his remotes: he predicted back in April that the Apple HDTV (which he always claims is going to be released in the next quarter or two) would be controlled by an iRing …
An iPhone may fall under the generic heading of a mobile phone, but a combination of the convenience of apps and the ability to use the iPhone as a remote for everything from playing a movie to changing the color of our lighting means that many of us use them at home almost as much as we do when out & about.
In a patent published today, Apple explores the potential of the iPhone to act as an intelligent remote with the kind of functionality typically associated with high-end home automation setups. The idea is based around the concept of ‘scenes’. Having a romantic night in with your partner? You probably want the lights dimmed, the music on softly, the TV off. Movie night? The big-screen on, Apple TV selected as the source, surround-sound speakers selected, volume up higher – and so on …
In recent months, several reports from Bloomberg, The Wall Street Journal, and most recently Jefferies seem to indicate Apple is in talks with cable companies for a new Apple TV-related service. It depends on whom you ask as to whether that service would center on a next-generation Apple TV set-top box or mark Apple’s introduction of the much-rumored Apple HDTV. There are still a couple analysts betting on an Apple TV set in the near future. Peter Misek of Jefferies is one. Misek estimated sales of 4.9 million units in CY13, and Piper Jaffray’s Gene Munster is once again adding to the rumors today…
Munster, who has many times in the past predicted a full-fledged Apple HDTV, reported in a note to clients today that Apple will launch a TV set in time for the 2013 holiday season (via Business Insider). Not to be confused with a possible refreshed TV set-top box, Munster believes Apple will release an HDTV somewhere between 42-inches and 55-inches and priced between $1,500 and $2,000.
Perhaps more interesting than the Apple TV rumor is Munster’s claims that Apple is set to launch a new radio service in March of 2013—possibly alongside a Retina iPad mini. As for the rest of Munster’s 2013 roadmap for Apple: in June 2013, he is predicting previews of iOS 7, OS X, and new Retina MacBook Airs.
Munster’s other not-so surprising predictions from the note:
Continuing a long string of recent exclusives that quote un-named sources, CultofMac today claims that someone who saw the Apple HDTV says it looks like a bigger Cinema Display with an iSight camera and Siri, according to the post.
We are filing this one somewhere between the infamous Steve Jobs eating rice pudding post and….
- Analyst: Apple could use ‘iTV’ moniker for HDTV, partner with carriers for programming (9to5mac.com)
Jefferies & Co.’s Peter Misek has been one of the most outspoken analysts about Apple’s rumored HDTV product. He first said in November that Sharp was preparing its production lines for the “iTV” and then last month claimed production of up to 5 million units could begin by May with a product launch by Q4 2012. In this morning’s note to clients (via Barron’s), Misek once again claimed television components have begun shipping to Apple’s panel suppliers in Asia and upped his price target to $800 based on “increased confidence” that Apple will indeed launch the product this year. He is also now claiming the product will be dubbed “iPanel.”
Misek said on a recent trip to Asia he saw “polarized films, filters and IGZO components” headed to Apple suppliers in small quantities. Another reason for Misek’s increased confidence is the announcement that Hon Hai Precision will buy a 10 percent stake in Sharp Display. He explained:
Bloomberg is reporting that the rumored Apple HDTV is being led by iTunes creator Jeff Robbin (introducing iTunes 9, above). Jeff Robbin led Apple to create both the original iPod and iTunes — so obviously he’s the man for the job.
Apple Inc. is turning to the software engineer who built iTunes to help lead its development of a television set, according to three people with knowledge of the project. Jeff Robbin, who helped create the iPod in addition to the iTunes media store, is now guiding Apple’s internal development of the new TV effort, said the people, who declined to be identified because his role isn’t public.
Bloomberg also quotes Piper’s Munster who believes that the HDTV is in prototype, due out late next year or 2013. He also postulates that the Apple TV will have Siri and iCloud functionality. Siri would act as the controller (think Kinect) and iCloud would help deliver user’s content.
In Steve Jobs’ biography, Jobs told Isaacson “that he cracked the code for building an HDTV.” Robbin is an interesting character. Bloomberg explains: