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Old Mar 13, 2012, 08:59 AM   #1
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Components for Apple Television Set Reportedly 'Starting to Move in Small Quantities'




Last month, Piper Jaffray analyst Gene Munster, who has long been a proponent of an Apple television set, reported that Apple was investigating components for just such a product, contacting suppliers to learn about the capabilities of their various offerings.

As shared by Business Insider, a new report from Jefferies & Co. analyst Peter Misek claims that things have now moved a step further, with his recent visit to Asia yielding reports of "small quantities" of various components being shipped to Apple's television display panel partners. Misek expects that commercial production of an Apple television set will begin in May or June, with a launch coming sometime in the fourth quarter of this year.
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Evidence of commercial iTV production is starting: we believe specialty components have begun to ship to Apple's Asia panel suppliers with polarized films, filters, and IGZO components starting to move in small quantities. We expect commercial production in May/ June with 2M to 5M builds likely. We still expect a CQ4 launch.
Despite resistance from content providers, Apple has also been rumored to be pressing ahead to develop a subscription TV service for launch by the end of the year, in line with predictions for the launch of the television set itself.

In his report today, Misek has also raised his price target for Apple's stock from $599 to $699, boosting his iPhone sales prediction for the current quarter by over 5 million to 33.2 million units.

Article Link: Components for Apple Television Set Reportedly 'Starting to Move in Small Quantities'
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Old Mar 13, 2012, 09:02 AM   #2
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Same story, different day. Although I am in the camp of not believing that this will happen I am always curious what Apple could possible do with this.
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Old Mar 13, 2012, 09:02 AM   #3
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Much like a smaller iPad, I'll believe this when I see it...
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Old Mar 13, 2012, 09:03 AM   #4
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I'm not a huge fan of the new Apple TV's interface - looks too busy, and is using iOS's stack of static icons.

Something Plex like would be nice. I really hope that isn't what the GUI for the Apple Television will end up like..
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Old Mar 13, 2012, 09:04 AM   #5
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What if Apple makes a Retina TV?!
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Old Mar 13, 2012, 09:04 AM   #6
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Remember that story about Apple new hires working on fake products?

"Excellent work, guys! You've passed our entrance exam and now you can work on a real product, TV."

Ahahahahahahaha!!!!
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Old Mar 13, 2012, 09:10 AM   #7
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Something tells me the apple tv set will be a "major dissappointment" yet go on to sell millions and change the industry.
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Old Mar 13, 2012, 09:11 AM   #8
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Oops, bad post.
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Old Mar 13, 2012, 09:12 AM   #9
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Originally Posted by kristoffer4 View Post
What if Apple makes a Retina TV?!
And what would you watch on your Retina TV?
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Old Mar 13, 2012, 09:13 AM   #10
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Evert tv made is already a retina tv. viewing distances of 10 feet and even a 480p is retina on a 42" screen lol.
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Old Mar 13, 2012, 09:13 AM   #11
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If I'd known anything about any of this three years ago, I'd have blown my entire redundancy check ($40k) on Apple shares. Bugger.
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Old Mar 13, 2012, 09:15 AM   #12
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Originally Posted by Darbyothrill View Post
Oops, bad post.
Huh? The article says Q4 launch.
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Old Mar 13, 2012, 09:18 AM   #13
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Whatever Apple does with a supposed TV set, as long as they keep offering the small TV box for nearly the same functionality then I don't care.
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Old Mar 13, 2012, 09:18 AM   #14
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Unless Apple thinks it can reinvent the TV this is not going to happen. Oh wait, this is Apple.
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Old Mar 13, 2012, 09:18 AM   #15
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It's going to be hard for Apple to make sure these TV sets don't get leaked (if they are even going to build a TV) TVs will be much harder to keep private. I hope to see some good parts leaks in the next few months
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Old Mar 13, 2012, 09:19 AM   #16
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Originally Posted by Kilamite View Post
I'm not a huge fan of the new Apple TV's interface - looks too busy, and is using iOS's stack of static icons.

Something Plex like would be nice. I really hope that isn't what the GUI for the Apple Television will end up like..
i agree. i prefer the previous UI, however if they are doing this to lay groundwork for an App Store all is forgiven.
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Old Mar 13, 2012, 09:19 AM   #17
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Originally Posted by kristoffer4 View Post
What if Apple makes a Retina TV?!
1080p is probably "retina" for most sizes at the distances that most people watch from.
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Old Mar 13, 2012, 09:21 AM   #18
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If I'd known anything about any of this three years ago, I'd have blown my entire redundancy check ($40k) on Apple shares. Bugger.
never to late to buy shares. in 3 more years they could be 1500
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Old Mar 13, 2012, 09:22 AM   #19
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reports of "small quantities" of various components being shipped to Apple's television display panel partners.
That would suggest to me they're still in the prototyping stage of development.

It's just too many products in one year: iPad 3, iPhone 5, new design MacBooks, new 7" device, etc. Apple doesn't tend to operate like that.

I still think the Apple TV will launch in 2013 once they've got all the content deals in place.
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Old Mar 13, 2012, 09:31 AM   #20
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Originally Posted by Shaun, UK View Post
That would suggest to me they're still in the prototyping stage of development.

It's just too many products in one year: iPad 3, iPhone 5, new design MacBooks, new 7" device, etc. Apple doesn't tend to operate like that.

I still think the Apple TV will launch in 2013 once they've got all the content deals in place.
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Old Mar 13, 2012, 09:32 AM   #21
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Originally Posted by igazza View Post
never to late to buy shares. in 3 more years they could be 1500
If you look at the history of tech shares they tend to only move forward like this while a company is experiencing rapid growth and is white hot. However the bigger Apple gets the harder it will be to maintain 50% sales/profits growth every quarter and things will inevitably start to level off.

Institutional investors are always weary of investing too much in tech companies because they know from past experience that today’s star can become tomorrow’s fallen star. All it takes is a technology shift, someone to invent something that changes the whole landscape, the iPhone to lose its shine for whatever reason and Apple's shares would come tumbling back down again. It happened to Cisco. It happened to Microsoft.

So to cut a long story short the institutional investors are simply not going to let the shares get that high because that would be to expose themselves to catastrophic risks if anything unforeseen happened IMHO.
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Old Mar 13, 2012, 09:33 AM   #22
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I'm scared. I have a fairly new $2000 58" plasma. If apple releases this thing this year and it's amazing........I may get thrown out of the house for buying this thing. Haha.
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Old Mar 13, 2012, 09:34 AM   #23
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They say that every year.
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Old Mar 13, 2012, 09:34 AM   #24
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never to late to buy shares. in 3 more years they could be 1500
So the company's market capitalization would be equal to the GDP of the entire United States? I can totally see how a $100-$150 billion a year company is totally worth that price.

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Old Mar 13, 2012, 09:36 AM   #25
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Originally Posted by Shaun, UK View Post
That would suggest to me they're still in the prototyping stage of development.

It's just too many products in one year: iPad 3, iPhone 5, new design MacBooks, new 7" device, etc. Apple doesn't tend to operate like that.

I still think the Apple TV will launch in 2013 once they've got all the content deals in place.
That's assuming they get content deals. Though I can't see them releasing a TB set unless they have something to offer other than the current Apple TV.
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