I'm no insider/analyst, but they will NOT be at CES. Not Apple's style. Too early.
Everyone is so quick to say you won't buy an Apple TV, but wait until they reveal it. Guarantee everyone's story will change. TV Set w/ set top box built it or solely a standalone set top box.
The same was sais when they released the current Apple TV.
I own one, and still feel it's a pretty stupid device. It's great if you live in the US and watch sports, and buy all your content on iTunes.
In the UK it's basically just s £100 box that lets you buy stuff of iTunes and stream Airplay.
So far Apple have completely ignored the international market with the ATV. I dont see it changing with the launch of a full blown TV. There's still pretty much zero content for it other than via Youtube or iTunes. Apps alone really isnt enough to warrant buying a full blown TV at double/tripple the price anyone else sells it at.