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Old Nov 15, 2012, 01:54 PM   #1
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U.S. Cable Companies Reportedly Assessing Potential Infrastructure Impact of 'Imminent' Apple TV Product




Barron's reports on a new research note from Jefferies & Co. analyst James Kisner noting that he believes the launch of an unspecified Apple television product (presumably either a new set-top box or a connected television) is "imminent". Kisner's belief comes from information he has received indicating that at least one major U.S. cable company is assessing the potential impact on its network infrastructure from such a device.
Quote:
Our discussions with industry contacts suggest that at least one major N. American MSO is working to estimate how much additional capacity may be needed for a new Apple device on their broadband data network. We believe this potentially suggests an imminent launch of the Apple TV, a positive development for ARRIS, who is directly exposed to data traffic growth from incremental IP video streams on cable networks
Kisner's research note is actually addressing the impact on ARRIS, a major communications technology that handles much of the network infrastructure for U.S. cable companies, most notably Comcast. Kisner believes that a forthcoming Apple television product would bode well for ARRIS, as it would force cable companies to increase their network capacity to handle such demands as on-demand HD streams from users of the new Apple product.

Rumors of an Apple television set peaked approximately a year ago with Steve Jobs having briefly addressed the topic for Walter Isaacson's authorized biography published shortly after Jobs' death. At the time, follow-up rumors suggested that the set could be announced in late 2012 ahead of an early 2013 launch, but talk of such a product has quieted down in recent months amid reports of difficult content negotiations.

Article Link: U.S. Cable Companies Reportedly Assessing Potential Infrastructure Impact of 'Imminent' Apple TV Product
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Old Nov 15, 2012, 01:55 PM   #2
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Here we go again....
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Old Nov 15, 2012, 01:58 PM   #3
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Not yet. There hasn't been enough leaking confirmation of negotiations between content providers. Apple needs a channel subscription model to really take tv shows and movies to the next level. Moving from a TV box to a TV alone won't be revolutionary at all.

I still don't think this will launch for at least 6 months.
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Old Nov 15, 2012, 02:00 PM   #4
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I hate that word. Imminent
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Old Nov 15, 2012, 02:19 PM   #5
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Originally Posted by srxtr View Post
I hate that word. Imminent
Just wait until we see the first home button picture for this device.

It's in the shape of buttocks and since people don't want to move you can switch channels by just shifting how you sit.

Comes in black or white.

From analyst Kis Mio .....
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Old Nov 15, 2012, 02:27 PM   #6
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Cable Networks=Cellular Networks

When they talk about the impact to infrastructure, it sounds just like Cell Networks bitching about how smartphones, video conferencing and even text messages are going to overload their networks...

So are we gonna see the end of unlimited cable??? LOL

Cable networks already compress the signal way too much and cram way too much unnecessary channels through the pipes, we get pixellated and freezing pictures... Is it gonna get worse???
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Old Nov 15, 2012, 03:12 PM   #7
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Quote:
Originally Posted by srxtr View Post
i hate that word. Imminent
+1
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Old Nov 15, 2012, 05:14 PM   #8
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Quote:
Originally Posted by srxtr View Post
I hate that word. Imminent
You're right! Braodband suppliers would have to address this situation several years in advance. It would take them that long to build needed infrastructure.
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Old Nov 15, 2012, 05:22 PM   #9
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Apple will come out with 2 sizes(36" and 42") that will address 85-90% of the market needs.
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Old Nov 15, 2012, 06:51 PM   #10
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Originally Posted by Dwalls90 View Post
Not yet. There hasn't been enough leaking confirmation of negotiations between content providers. Apple needs a channel subscription model to really take tv shows and movies to the next level. Moving from a TV box to a TV alone won't be revolutionary at all.

I still don't think this will launch for at least 6 months.
I wholeheartedly disagree. TV a la carte is where the revolution is, not a channel model.
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Old Nov 15, 2012, 02:01 PM   #11
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Apple left a rather large hole in their release schedule when they moved iPads to Fall (assuming they keep a yearly release cycle from here on out).

Old Schedule:
Spring: iPads
Summer: Macs
Fall: iPhone

New Schedule:
Spring: ?
Summer: OS X & Devices
Fall: iOS & Devices

Given the current state of product updates, what are they going to release in the Spring?

<Queue rampant speculation>
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Old Nov 15, 2012, 02:07 PM   #12
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If it's a real product (and a television) and we think it will fill the "hole" in Spring, look for buzz that Apple will attend CES in January. That's where to roll it out if it is a television. If it is a genuine "next big thing", Apple could steal the thunder of that whole show... rather than saving the rollout for some dedicated event.

Personally, I've never bought the idea of building a whole television AND having the same functionality in a cheap set top box (to work with other HDTVs). From my perspective that would be like making iOS available for all cell phones or OS X available for all computers. The software is the "what's special" piece. If I can hook up a cheap box with the same software benefits to my existing HDTV, I'm unlikely to pay the Apple price to replace the HDTV I have now.
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Old Nov 15, 2012, 02:15 PM   #13
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Originally Posted by HobeSoundDarryl View Post
If it's a real product (and a television) and we think it will fill the "hole" in Spring, look for buzz that Apple will attend CES in January. That's where to roll it out if it is a television. If it is a genuine "next big thing", Apple could steal the thunder of that whole show... rather than saving the rollout for some dedicated event.

Personally, I've never bought the idea of building a whole television AND having the same functionality in a cheap set top box (to work with other HDTVs). From my perspective that would be like making iOS available for all cell phones or OS X available for all computers. The software is the "what's special" piece. If I can hook up a cheap box with the same software benefits to my existing HDTV, I'm unlikely to pay the Apple price to replace the HDTV I have now.
Apple has shown that they are more than happy to hold their own event around the time of CES to rain on everyone else's parade. I doubt they are interested in being just another booth on the show floor. Holding their own event makes them appear more special and acquire more buzz.

Affordability is the name of the game if Apple is going to release any type of television product. To succeed, they will need a large buy-in out of the gate from consumers, which they aren't going to get selling premium TVs at $3,000 a piece. Offer a set top box for $99 with subscription pricing thereafter and you have an instant winner.
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Old Nov 15, 2012, 02:17 PM   #14
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Right now, "imminent" means before Christmas. Not happening.
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Old Nov 15, 2012, 02:16 PM   #15
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Quote:
Originally Posted by Patriot24 View Post
Apple left a rather large hole in their release schedule when they moved iPads to Fall (assuming they keep a yearly release cycle from here on out).

Old Schedule:
Spring: iPads
Summer: Macs
Fall: iPhone

New Schedule:
Spring: ?
Summer: OS X & Devices
Fall: iOS & Devices
Never: Mac Pro, iMac
Given the current state of product updates, what are they going to release in the Spring?

<Queue rampant speculation>
Fixed.
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Old Nov 15, 2012, 02:18 PM   #16
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the day i can buy the 6 channels i watch (plus sports packages) and not pay for over 300... i will be the worlds happiest man.

apple is the only company that can make that happen and i hope they do!
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Old Nov 15, 2012, 02:21 PM   #17
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Originally Posted by mklaman View Post
the day i can buy the 6 channels i watch (plus sports packages) and not pay for over 300... i will be the worlds happiest man.

apple is the only company that can make that happen and i hope they do!
Sports is the only thing keeping me with my cable connection. If the major leagues offered something like MLB.tv but without the local blackouts I would cancel my cable in a heartbeat. Problem is that the current model of TV distribution rights would never allow this.
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Old Nov 15, 2012, 02:23 PM   #18
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My favorite rumor surfaces once more!!! Now I have to start looking into home equity loans again... just in case I need to be able to afford to pay for an Apple TV.

*edit*
I am not seriously considering taking a home equity loan... Not for an Apple TV, or anything else. The above post is meant to imply that I expect any Apple television to be quite expensive. Never fear you people that take everything at face value, I will pay in cash!... Probably nickels!!

Clue: Winky Face = = I'm joking

Last edited by izyreal; Nov 16, 2012 at 05:59 AM. Reason: Clarification that Sarcasm is being used
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Old Nov 15, 2012, 09:40 PM   #19
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Originally Posted by izyreal View Post
My favorite rumor surfaces once more!!! Now I have to start looking into home equity loans again... just in case I need to be able to afford to pay for an Apple TV.
well that's pathetic[COLOR="#808080"]
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Old Nov 15, 2012, 02:24 PM   #20
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This again? I believe Steve made the comment about "cracking" the TV just to troll everyone after he checked out.

Apple making a TV just doesn't make sense. An add-on box like AppleTV? Sure. An actual television set? Not so much. There's no way Apple could compete in the current television market with the thin margins, variety of models, and price points. If Apple tries to get into the TV game, I believe that it will be one of their occasional missteps.

I'm fully prepared to be proven wrong, but I'll believe it when I see it.
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Old Nov 15, 2012, 03:13 PM   #21
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Quote:
Originally Posted by Darth.Titan View Post
This again? I believe Steve made the comment about "cracking" the TV just to troll everyone after he checked out.

Apple making a TV just doesn't make sense. An add-on box like AppleTV? Sure. An actual television set? Not so much. There's no way Apple could compete in the current television market with the thin margins, variety of models, and price points. If Apple tries to get into the TV game, I believe that it will be one of their occasional missteps.

I'm fully prepared to be proven wrong, but I'll believe it when I see it.


Although I mostly agree with the viewpoint that it seems unlikely that apple would be able to enter the TV market and be successful while probably maintaining high price points and few model options... the same could easily be said for when they entered the Cell Phone market. Back then, there were hundreds of various phone models, at prices staggered from free to $300, or more even. Then apple sold boat loads of their non-subsidized $500 phone and proved everyone wrong.
I'm skeptical, but I'd love to see it happen. GO !!
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Old Nov 15, 2012, 03:49 PM   #22
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Quote:
Originally Posted by Darth.Titan View Post
This again? I believe Steve made the comment about "cracking" the TV just to troll everyone after he checked out.

Apple making a TV just doesn't make sense. An add-on box like AppleTV? Sure. An actual television set? Not so much. There's no way Apple could compete in the current television market with the thin margins, variety of models, and price points. If Apple tries to get into the TV game, I believe that it will be one of their occasional missteps.

I'm fully prepared to be proven wrong, but I'll believe it when I see it.
I seen an Article on Bloomberg the other day about how Hitachi got out of the TV business. The parts in the article reference Sony, Panasonic, and Samsung as currently losing money manufacturing TV's.

Not sure that a TV set is in store. Set top boxes work well and have the markup. Need to implement more in the software.
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Old Nov 15, 2012, 07:34 PM   #23
DarwinOSX
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The article says it old be either but what are you are dying about Apple making a TV is just what they said about Apple making MP 3 players, tablets, and smartphones.

Quote:
Originally Posted by Darth.Titan View Post
This again? I believe Steve made the comment about "cracking" the TV just to troll everyone after he checked out.

Apple making a TV just doesn't make sense. An add-on box like AppleTV? Sure. An actual television set? Not so much. There's no way Apple could compete in the current television market with the thin margins, variety of models, and price points. If Apple tries to get into the TV game, I believe that it will be one of their occasional missteps.

I'm fully prepared to be proven wrong, but I'll believe it when I see it.


----------

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Originally Posted by OllyW View Post
It's not the fault of MacRumors, it's taken from another site that's dedicated to Apple products.
Nobody forced them to post it.
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Old Nov 15, 2012, 02:30 PM   #24
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Quote:
Originally Posted by Patriot24 View Post
Apple left a rather large hole in their release schedule when they moved iPads to Fall (assuming they keep a yearly release cycle from here on out).

Old Schedule:
Spring: iPads
Summer: Macs
Fall: iPhone

New Schedule:
Spring: ?
Summer: OS X & Devices
Fall: iOS & Devices

Given the current state of product updates, what are they going to release in the Spring?

<Queue rampant speculation>
Bingo. I have suspected for awhile that they were opening up the spring for another product. Didn't know what it would be, but wouldn't make sense not to introduce another product to take the spring announcement.
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Old Nov 15, 2012, 03:24 PM   #25
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Quote:
Originally Posted by Patriot24 View Post
Apple left a rather large hole in their release schedule when they moved iPads to Fall (assuming they keep a yearly release cycle from here on out).

Old Schedule:
Spring: iPads
Summer: Macs
Fall: iPhone

New Schedule:
Spring: ?
Summer: OS X & Devices
Fall: iOS & Devices

Given the current state of product updates, what are they going to release in the Spring?

<Queue rampant speculation>
Another new iPad. Just to annoy everyone.
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