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Opinion: Can a new iOS 9-based Apple TV significantly boost sales without a streaming service?

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It’s been many years since Steve Jobs famously told biographer Walter Isaacson that he’d “cracked TV” – an integrated television set with “the simplest user interface you could possibly imagine.” That idea seemingly went nowhere, with plans for a full TV set reportedly abandoned back in 2014.

So far, then, Apple’s offering in the TV space has been a rather modest one: the venerable ‘black puck’ that is the Apple TV box. The company keeps updating it, of course. Movie rentals were a big deal for some, Photostream for others. But for most, the last really dramatic change was the addition of AirPlay. Since then, improvements have been evolutionary rather than revolutionary.

All that looked set to change next month, with Apple initially expected to launch the next best thing to a full television set: significantly upgraded hardware coupled to a new streaming TV service. The complete package would undoubtedly have proven a winner. But with the streaming service now delayed until sometime next year, will a revamped box alone be enough to significantly boost sales, or will most be holding out until the Internet TV service is launched … ? 
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Apple Music’s advantage is being big enough to do curation properly, says Jimmy Iovine, as he eyes curated TV

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Jimmy Iovine seems to be doing the rounds of UK media at present. Following yesterday’s Evening Standard interview, he’s done another with Wired editor Michael Rundle.

Much of it is, of course, the usual sales spiel: curation is cool, nobody else will catch us or do it better, lots of great people involved – the kind of things you’d expect him to say. But the interview does contain one unexpected snippet: that Apple Music‘s curated approach could be applied to TV … 
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Apple patents TV remote with Touch ID, references both television and HomeKit applications

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While Apple reportedly dropped its plans to make a complete TV, its adoption of the Apple TV box as the gateway device for HomeKit may be behind a patent for a TV remote with Touch ID.

As is often the case, the patent is expressed in extremely broad terms, referring to a “sensor configured to detect a biometric characteristic of a user” and mentioning everything from iris detection to voice sensing, but a fingerprint is included and appears to be what is shown in the main drawing.

Apple suggests that biometric authorization could be used both for things like selecting an individual’s preferred channels on a TV, and for home automation applications like changing a thermostat temperature or opening a garage door.

As ever, the fact that Apple patents something is no indication that it will ever make it into a product.

Via Patently Apple

It’s time for Munster’s annual ‘Apple television’ prediction, and this time it’s two years away

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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 … 
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Opinion: Will the spring launch of Amazon/Nexus/Apple TV signal the beginning of the end of live, broadcast TV?

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Streaming TV is heating-up. We’re expecting a new Apple TV box to be announced in April, Amazon looks set to launch its own box in March and Google is reputed to be not far behind with a Nexus-branded box.

So-called cord-cutting – people who give up their cable TV subscriptions in favor of streaming content over the web – is growing in popularity. Mobile TV viewing on tablets is increasingly common.

All of which makes me wonder whether we’re witnessing the beginning of the end of live TV … ? 
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Post-PC era in full swing, as Sony exits PC business and Apple leads in combined devices

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Sony has confirmed earlier rumors that it is exiting the PC business, selling both its computer division and the VAIO brand to a Japanese investment fund which plans to use the brand only within Japan, at least initially.

Once the coolest laptop brand around, VAIO notebooks were admired even by Steve Jobs for their slim form factors and sleek designs, and it was to Sony that Apple turned for help in designing its early PowerBook models. Sony, however, failed to maintain its design momentum, and found itself increasingly overtaken by smaller companies.

We described yesterday how Sony in 2001 turned down an offer from Steve Jobs to run Mac OS on Vaio laptops.

Sony is also restructuring its TV business, announcing that it will be focusing much more on high-end models. Sony is the current market leader in 4K TVs, a market Apple is expected to enter.

The news coincides with a report by Canalys that if you measure PC and tablet sales as a single category, considering both to amount to personal computers, then Apple is the leading computer manufacturer, with a 19.5 percent market share – more than HP and Dell combined.

combined

Combining Macs and iPads, Apple sold just over 87 million personal computing devices last year (excluding iPhones).

Apple buying Internet infrastructure to boost performance, possibly prepare for television

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One of Apple's existing data centers

One of Apple’s existing data centers

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 … 
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Jobs biographer Isaacson back-pedals on innovation comments, says ‘execution is what really matters’, Apple is best

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A couple of weeks after describing Google as more innovative than Apple, and suggesting that Tim Cook was vulnerable to a shareholder revolt if he didn’t quickly release disruptive new products, Steve Jobs’ biographer Walter Isaacson has downplayed his remarks in a round-table discussion on Bloomberg TV.

I think [Google is] very innovative. I was not trying to contrast it to Apple or something. I know, all the Apple fans got mad […]

The one thing I will say is innovation is great, but it ain’t everything. It’s not the holy grail. Execution is what really matters, and Apple is the best at execution … 
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Opinion: What can we expect from the elusive Apple Television?

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All concept visuals: martinhajek.com

All concept visuals: martinhajek.com

Having recently speculated on what Apple might have planned in the way of 4K displays, I thought I’d build on that to think about what it might have in store on the television front.

If you didn’t read my 4K piece, the tl;dr version is I think Apple will launch a 4K Thunderbolt Display in about a year’s time, once it has a new generation of MacBook Pro models able to drive one (or preferably two) at a decent frame-rate.

The question then is: what form might the long-rumored Apple Television take? After all, plug an upgraded Apple TV box into an Apple 4K display and you’d have an Apple Television right there. Why would we need anything more … ? 
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Sketchiest of Apple television rumors suggests 4K 55- & 65-inch screens next year at $1500-2500

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One of the many Apple Television concepts out there (image: theverge.com)

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 … 
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Apple looking for managers to lead ‘high-priority’ next-generation Apple TV feature development

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A recent job posting by Apple looking for an Apple TV software engineer backs up rumors that the company is finally preparing to expand its presence in the living room. According to the job listing on Apple’s website, the company is looking for someone to “lead a team of engineers working on exciting new features and functionality” for the next-generation Apple TV. Once described by Apple as a hobby, the job listing refers to the Apple TV as a “high priority project.”

The Apple TV team is looking for an experienced engineering manager to help deliver the next generation features for Apple TV. Bring your creative energy and engineering discipline, and help us bring the Apple experience to the Living Room…Work closely with cross functional teams, representing Apple TV across Apple

With all the recent rumors of an upcoming Apple TV-related event, the reports that Apple is getting ready to introduce a revamped TV platform are starting to hold a little more weight. Reports from analysts about the company planning an event for next month to introduce a new Apple TV SDK were quickly shot down, but other reliable sources have chimed in today and claimed the event is likely scheduled for fall.

We don’t often report on Apple’s job listings, but Apple TV has languished for a while and we rarely see job listings from Apple referring to the device’s next-generation features. We also have never seen Apple refer to Apple TV as a “high priority project.”

(Image via Yelena & Nickolay Lamm)

Munster offers three content scenarios for iTV, says Apple tapping ‘major TV component supplier’ for late 2012 launch

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Apple television mockup by Guilherme M. Schasiepen

Piper Jaffray’s resident Apple analyst Gene Munster is arguably the most vocal proponent of an integrated high-definition television set from Apple, the mythical iTV. His old predictions were picked up by the press lately thanks to that vague Apple HD TV hint in Walter Isaacson’s authorized Steve Jobs biography, gaining more credence with both Sony and Samsung dissing the idea as old news.

Now, last we heard from Munster was in November of last year when he predicted an Apple television set within a year, costing double a comparable set. In a note to clients issued Tuesday, the analyst warned that his original timing “remains uncertain” but underscored he is still targeting “a late 2012 launch.”

More interesting is Munster’s claim that a “major TV component supplier” told him last month Apple was inquiring about “various capabilities of their television display components,” which sounds a lot like this skeptical New York Times report from October 2011. However, “Without a revamped TV content solution, we do not think Apple enters the TV market,” Munster wrote. Remaking the user interface is easy, but getting Hollywood on board will be tricky, as the Wall Street Journal warned in December.

With that in mind, Munster offers three content scenarios for the Apple television, as quoted by Fortune’s Philip Elmer-Dewitt…


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Sculley: If anyone is going to change television, it’s going to be Apple (Murdoch agrees, too)

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Photo courtesy of BBC

John Sculley, former vice-president and president of PepsiCo and CEO of Apple between 1983 and 1993, is adamant that Apple —not incumbents such as Samsung— is poised to change the first principles of the television experience. Sculley also confessed in an interview with BBC that has not read Walter Isaacson’s authorized biography of Apple’s late cofounder and CEO. Nevertheless, the executive turned investor underscored Apple’s history of past industry disruptions while opining that the television industry is about to experience Apple’s magic touch:

I think that Apple has revolutionized every other consumer industry, why not television? I think that televisions are unnecessarily complex. The irony is that as the pictures get better and the choice of content gets broader, that the complexity of the experience of using the television gets more and more complicated. So it seems exactly the sort of problem that if anyone is going to change the experience of what the first principles are, it is going to be Apple.

Sculely, 72, is a Silicon Valley investor nowadays, and dispelled some “myths” about his tense relationship with Apple’s cofounder. He said he did not fire Jobs, insisting they had “a terrific relationship when things were going well.” Heck, even Rupert Murdoch is commenting about Apple television, writing on Twitter this morning: “All talk is about coming Apple TV. Plenty of apprehension, no firm facts but eyes on their enormous cash pile”.


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Samsung: Apple Television is old news. Smart TV is the future and already here

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[youtube=http://www.youtube.com/watch?v=MsMeo_7wBSs]

When Steve Jobs told his biographer Walter Isaacson that he finally “cracked the code” to building an integrated television set that is user-friendly and seamlessly syncs with all of your devices, Samsung Australia’s Director of Audiovisual Philip Newton told the Sydney Morning Herald that Jobs’ was talking about connectivity.

He laughed off the mythical iTV and dissed Jobs’ TV brain wave as “nothing new,” saying the future is now and it is his company’s Smart TVs:

When Steve Jobs talked about he’s ‘cracked it’, he’s talking about connectivity – so we’ve had that in the market already for 12 months, it’s nothing new, it was new for them because they didn’t play in the space. It’s old news as far as the traditional players are concerned and we have broadened that with things like voice control and touch control; the remote control for these TVs has a touch pad.

Samsung is promoting Smart TVs left and right at the CES show that is underway this week in Las Vegas. The company is showing off apps and games such as Angry Birds running smoothly on Smart TVs. Feature-wise, Samsung Smart TVs are beating Google TVs to the punch with capabilities such as voice interaction, facial recognition, integrated camera controls for multi-video conferencing and multitasking.

Sony, Panasonic and LG are also pushing integrated television sets built around the Smart TV platform. While not officially an exhibitor, Apple reportedly dispatched 250 employees to attend the show and monitor what competition is doing; among them is the head of iOS product marketing Greg Joswiak. Apple has been rumored for months to launch 32- and 37-inch television sets in the summer of 2012. Does Samsung see Apple as a threat?


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Sharp rumored to ramp up iTV production in February for summer 2012 launch

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An Apple television mockup by Adr-studio.it

More news concerning a rumored television set by Apple that several analysts and some media outlets have been calling for feverishly. According to a blog post published by The Tokyo Times news siteApple has commissioned Sharp to begin manufacturing large displays for an Apple-branded television set. Sharp should ramp up production in January:

American technology giant Apple is shifting partnerships in Japan towards Sharp, eyeing the production of a brand-new TV range which may be called iTV.

The product should hit the market by the summer 2012, the story goes. And according to New York Post, which referenced the original Tokyo Times report:

Apple has taken over the entire plant — pulling out of South Korea and its former partner Samsung — to insure the quality of the new set and to protect its secrecy.

The Tokyo Times story quotes Jefferies analyst Peter Misek as saying that Apple’s rivals have already begun “a scrambling search to identify what iTV will be and do”. The analyst wrote in a note to clients, based on his visit to Japan and talk with manufacturing executives:

It’s a huge deal for Sharp because they spent significant amounts of capital to try and expand capacity and upgrade their facilities. It gives Apple a partner that they can control manufacturing and secure supply at a lower price.

Please be advised that our confidence in The Tokyo Times isn’t very high…

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