Here is my take:
- March 2013: iPad Mini with Retina display, update the little Apple TV box, allowing to do accept apps from developers, and some sort of iTunes radio product.
- iPad mini with Retina Display is highly unlikely on a three-month turn-around. Apple does not do 3-month product cycles
- iTunes radio makes sense
- I expect a major refresh to the definition of "Apple TV" in this time frame. Releasing the iPad4/mini in Q4 clears the slate for a TV release in the Spring and an iPad release in the Summer. I expect Apple TV to be an integration into cable provider boxes and satellite TV provider boxes rather than into the TV display itself.
- June 2013: WWDC brings us previews of iOS 7, and OSX, as well as MacBook Airs with Retina displays. Look for Jony Ive's influence over iOS to start showing up here.
- Yes to iOS 7 and OS X 10.9
- MBA will likely not get retina displays since the integrated graphics chip does not handle it well and the drain on battery life will be too much. Look for improved retina MBP models though and end of the non-retina MBPs
- Also look iPad update at WWDC with iPad 5 and iPad mini with retina display (possibly with fingerprint unlock feature). This hast to happen by June to catch the tail end of the K-12 purchasing, the start of university purchasing and to get in front of Apple's back-to-school event.
- September 2013: iPhone 5S, a "modest upgrade" from the iPhone 5. The iPad Mini gets a specs bump, and we get a new iPad, which is totally redesigned to look more like the iPhone 5 and iPad Mini.
- iPhone 5S with fingerprint unlock feature
- No iPad mini or iPad spec bumps since that will happen in June to get in front of the back-to-school shopping and University purchasing
- iPod Touch refresh will happen as well
- November 2013: An Apple TV comes out. It should cost $1,500-$2,000 and come in sizes from 42-inches to 55-inches
- Apple's movement on the iPad is likely to push the next iPad to the Summer of 2013, so that will leave a gap in the Q1 time frame. I expect Apple to fill this gap with a major revamp of what Apple TV is. I don't know that Apple is really going to produce a 42-inch to 55-inch screen with the functionality built in. The upgrade cycle on a TV is around 7 to 10 years -- Apple would really have to work some magic to make that fit into their product cycles and have it make sense from a profitability perspective. Keep mind that Sharp is struggling to stay in business selling TV's and Sharp would be the most likely supplier for these panels.
- In November, I expect an updated Mac Pro, Retina Thunderbolt Display, and Retina iMac.
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Hasn't Gene Munster botched every prediction he's made about Apple?
Just about.