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Apple Readies Own TV-Set

Discussion in 'More News from Your Google TV News Team' started by Rickaren, Feb 3, 2011.

  1. Rickaren

    Rickaren New Member Staff Member

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    Apple Readies Own TV-Set - Analyst

    Apple Set to Enter HDTV Market
    by Anton Shilov
    02/03/2011





    The era of Internet-capable HDTV-sets is here and shortly television sets with access to the Internet are likely to become standard in the next several years. Being a company on the leading-edge of progress, Apple may plan to enter the market of such TVs, according to an analyst.

    "For over a year, we have believed that Apple will enter the television market by the end of calendar year 2012 at the earliest. While Apple’s commitment to the living room remains a 'hobby', we continue to believe the company will enter the TV market with a full focus, as an all-in-one Apple television could move the needle when connected TVs proliferate," said Gene Munster, an analyst with Piper Jaffray, in a note to clients, reports Tech Trader Daily.


    Sales of Apple TV set-top-box are simply disappointing nowadays and Apple will have to completely re-make its approach to the television in particular and living room in general in order to successfully connect against established players like Samsung or Sony. But maybe Apple has other trumps up in its sleeve: it has always been on the forefront of high-quality display technologies (e.g., first to release a mass 30" display with 2560x1600 resolution, etc.) and theoretically it could become the first company to introduce an ultra high-definition television and/or display.


    "Recent developments in Apple’s strategy, including the component deal we believe could secure up to 50" LCD displays, bolster our confidence that the company remains serious about the connected living room," believes the analyst.
    It is a known fact that Apple has been saving cash for (a) "massive strategic" acquisition(s) and also reserved several billions last quarter to pay for a technology that barely exists right now. It is absolutely clear that Apple is indeed either going to enter a new market for itself, or offer something completely unexpected on updates to its existing products, such as Macintosh, iPod, iPhone, iPad or others.


    Although Apple has a huge experience in offering certain technology a little ahead of other companies, on the market of HDTVs it will have to rival not only well-established brands, but also against emerged and emerging platforms, such as Xbox Live, PlayStation Network or Google TV. Moreover, when entering its own TV platform, Apple will have to consider the interests of content providers, who sell their products via iTunes, a money making machine for Apple.


    "We estimate that of the 220 million flat panel TVs sold in 2012, 48% or 106 million units will be Internet-connected, of which Apple could sell 1.4 million units. We believe an Apple television could add $2.5 billion or 2% to revenue in CY12, $4.0billion in CY13 and $6.0 billion in CY14," concluded Mr. Munster.


    SOURCE
     
  2. Rickaren

    Rickaren New Member Staff Member

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    February 4, 2011

    Will Apple plus Fox and Samsung define the future of TV?


    "Television, the drug of the nation, breeding ignorance and feeding radiation." *
    As we wait to see if there's any truth in rumor the iPad 2.0 will be introduced to an anxious public next week, there's chat-chat chatter claiming component choices by Apple [AAPL] mean the company's preparing to unleash an Apple-branded, iTunes-savvy and App-happy TV set onto the iDevice-loving public. The question: Can Apple leverage its current relationships with premium TV manufacturer, Samsung; sundry iTunes broadcast partners and its bright new friendship with Sky satellite and media giant, News Corp., to bring an all-new broadcasting business to market?

    We all know Apple's Final Cut is a big player in content creation, and it isn't hard to imagine that most scriptwriters use a Mac. QuickTime, iTunes and the pantheon of iDevices already mean Apple offers a moving image ecosystem no one -- with the possible exception of Sony -- can match. Apple even has the diminutive Apple TV, a low-power media access device which it is easy to imagine could be popped inside an Apple-branded TV.
    [​IMG]
    Of course, Apple has another option to bring iTunes content to the world's front room -- AirPlay video. This is a licensable technology third-party partners can choose to support on their devices.



    Partnership opportunities
    What's to stop key partners such as Samsung from offering AirPlay-capable television sets? Apple benefits from integration of its devices into the digital home at little risk; Samsung benefits from all those millions of Apple-holics who'll just jump at the chance to push their disposable income into an Apple-friendly gadget.


    Except Apple isn't really good at partnerships. Apple and Motorola got nowhere with the iTunes phone. Existing partners are sworn to secrecy and forced to accept low margins in expectation of mass market sales. Apple retains a feeling that things should, at least philosophically, be "Made In Cupertino". Partners don't always enjoy their status as underdogs.
    [This story is from Computerworld's Apple Holic blog. Follow on Twitter or subscribe via RSS to make sure you don't miss a beat.]

    Why am I pondering this?

    Piper Jaffray analyst Gene Munster yesterday advised investors that his Asia sources are suggesting Apple has put together some of the pieces it need to offer a television set up to 50-inches in size.
    The analyst believes Apple's recent $3.9 billion investment in components "is likely" for device displays. He thinks Apple is investing in manufacturing facilities and securing LCD display supplies.


    However, analyst Peter Misek at Jefferies believes Apple is purchasing semiconductor equipment to deploy in a partners' premises for the manufacture of processors, has acquired most of the constrained components in the market, and is using the remaining cash for cloud and mobile services. In a broad sense, this rings true with reports Samsung will offer up half of its mobile processor yield to Apple this year.


    Property, plant, equipment investments grow

    Apple's financial statements reveal it invested $177 million more in R&D in its just gone quarter than in the same period one year ago. It also owns $1.1 billion value more in property, plant and equipment now than it did one year ago -- though this could be the value of its gigantic North Carolina data center.
    It is important to note that Munster has been banging the drum for an Apple-branded television set for many years. The hive mentality that comprises the normal suspects in the Apple blog-sphere generally dismiss Munster's claim. At least, they do at the moment.


    2012, a digital living space odyssey

    This will change in future if Munster is right. He doesn't think Apple will push out a TV set this year, he reckons "by the end of 2012" at the earliest. This will give the bloggers plenty of time to publish the customary series of dubiously-acquired images of claimed components for the Apple television.
    "While Apple's commitment to the living room remains a 'hobby,' we continue to believe the company will enter the TV market with a full focus, as an all-in-one Apple television could move the needle when connected TVs proliferate," Munster said.
    Battle for TV

    The battle for TV continues. As Apple CEO Steve Jobs predicted last year, Google is now discovering just how difficult it is to create a converged digital home on the basis of software alone. Content providers are refusing to support the search behemoth's Google TV attempts. Google has so far failed to offer up a business plan sufficient to pay the catering bill at a costume drama -- until it does, its plan will fail.
    Apple has a much better chance. It already offers a la carte sales of television content, and, in future when its data center finally begins to offer up the much-discussed but recently fallen from the Mac world radar all-you-can-eat video-on-demand for a monthly fee, then we'll see a proper business plan emerge.


    Such deals have been discussed for a long time making it clear that even for Apple, reaching agreement on fees with studios intent on growing, not slashing, their bottom line is proving challenging. Apple's TV plans will be dependent on reaching such deals. Ultimately, for TV content, cash is King.


    California's cash machine

    For all its much-deserved image as a Californian company consumed by inventing the consumer equivalent of the American Dream, the 21-st Century Apple is also insanely great at building mountains of money. Indeed, with a market cap of $302 billion, Apple could purchase Samsung (market cap. $145 billion), if it chose. Though that isn't going to happen.

    Much more likely would be a production deal. Samsung could license AirPlay Video for use on its TVs, or Apple could contract the firm to produce a universal Apple TV (with iTunes). This would offer all the content ecosystem of an Apple TV, along with the capacity to run some Apps, and the requisite AirPlay support to become the sharing solution for iPad-using homes.
    "We estimate that of the 220 million flat panel TVs sold in 2012, 48 percent or 106 million units will be Internet-connected, of which Apple could sell 1.4 million units. We believe an Apple television could add $2.5 billion or 2 percent to revenue in CY12, $4.0billion in CY13 and $6.0 billion in CY14," concluded Mr. Munster.
    Why Samsung? Samsung already offers Apps on TV. "With web-connected apps on your Samsung Smart TV, you can stream movies from Netflix or Blockbuster, TV shows from Hulu, videos from YouTube, Next Level sports information from ESPN, music from Pandora and view updates on your Facebook or Twitter accounts."


    Where's the leader?

    The connected TV market is set for growth, but is the growth sufficient, and is it really an opportunity in the absence of a significant plan for a new broadcasing paradigm?
    What Apple could bring could include subscription-based TV to all its devices; an established family of connected devices, and the capacity to wield a powerful army of developers.


    It is because Apple has these tools available to it that I think Munster's idea has merit. But it is because the established broadcast order remains so strong that I feel we shouldn't hold our breath for an Apple TV.


    SOURCE
     
  3. Rickaren

    Rickaren New Member Staff Member

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    50-inch Apple HDTV Joining Google TV In Living Rooms Next?

    Saturday, 05 February 2011 23:39 Christopher Hudson


    While Apple has been takes its products very seriously, Apple TV has been seen as a hobby for the Cupertino based company. However things may be set to change as Apple may be developing a secret weapon to take on Google in the near future, Apple HDTVs.

    Apple HDTVs may join Google TV in you living room?

    According to Piper Jaffray analyst Gene Munster, Apple may be getting ready to produce full-fledged TVs will full computing technology.

    eWeek reports that after a recent row of analysts suggesting Apple was building its supplies of larger displays from sources such as Sharp, LG and Toshiba, Piper Jaffray analyst Gene Munster suggested that the components were being used for current Apple products such as the iPad and 27-inch Mac, but we could see up to 50-inch Apple TVs in the future:

    "While Apple's commitment to the living room remains a 'hobby,' we continue to believe the company will enter the TV market with a full focus, as an all-in-one Apple television could move the needle when connected TVs proliferate," - Gene Munster

    These Apple HDTVs would come equipped with the Safari Web browser and have access to Apple's App Store, the report suggests.

     
  4. skoretsky

    skoretsky New Member

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    Knowing how Apple operates they could potentially leave Google behind in the dust in this space. As an Android open standard advocate I hope that doesn't happen, but it doesn't look good right now for Google...
     
  5. alphawave7

    alphawave7 Moderator Staff Member

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    GoogleTV enables apps, and the landscape changes instantly. ;)
     
  6. skoretsky

    skoretsky New Member

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    Exactly my point alphawave7...that is my big time hope!!!
     
  7. alphawave7

    alphawave7 Moderator Staff Member

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    I don't know what the holdup is, but they should get it's rollout right...lessons learned from GTV round one. Apple's (and Roku) advantage is simplicity...Google needs to buckle down on the tweaking, and just make it work first, tweak second, imho. :)
     
  8. harley man

    harley man New Member

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    google will be ok with gtv it is apple that will push google to step up to the plate .the android phone is just as good or better then the i phone and the new andriod tablet will be just as good or better then the i pad .gtv will get it done and done well
     
  9. Rickaren

    Rickaren New Member Staff Member

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    http://www.googletvforum.org/forum/off-topic-discussion/1133-time-upgrade-your-set.html#post5073

    I'm not interested in updating my big screen Home Theater Room with anything from Vizio (72"?) but just the thought to have room on the side for apps or anything else and still have a 16:9 picture sounds way cool. I still believe as a low price leader when Vizo brings out their new 2011 GTV sets it will be part of their regular price, making Google TV standard. Time will tell!
     
  10. alphawave7

    alphawave7 Moderator Staff Member

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    I don't usually buy low-cost/low-end brands...but Vizio has a LOT of very happy customers, AFAICT, and the fact they're making unique changes like this is cool. :)
     
  11. sparkyscott21

    sparkyscott21 Moderator Staff Member

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    I am drooling and foaming at the mouth right now!! [​IMG]
    I am really surprised Apple waited so long to join in..
    Maybe they wanted to perfect it before they let it out,
    or, are they watching everybody else, to see where the weak points are??
     
  12. skoretsky

    skoretsky New Member

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    IMO that's exactly what Apple is doing Sparky, and when they deliver this it will be a superior product albeit proprietary (which is why I don't like Apple!). Goggle better hurry up and join the race soon before they get left lying in the dust...
     
  13. sparkyscott21

    sparkyscott21 Moderator Staff Member

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    I'll try not to be to partial here, but, Apple... [​IMG] ??
    I bet they nail it dead on, or at least very FEW kinks....[​IMG]
     
  14. Rickaren

    Rickaren New Member Staff Member

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    Apple branded television could be a hit according to analyst

    [​IMG]
    Joshua Schnell

    Mon, Feb 7, 2011





    [​IMG]Putting aside the realism of an Apple branded television for the moment, Piper Jaffray analyst Gene Munster is once again speculating about how successful an branded television could be in the market. There’s no surprise that Munster not only believes that Apple is currently working on an actual Apple Television (not the current set top box), but that the product will also be a huge financial success.




    Dan Frommer has also gone on record about the television. Last week Frommer said that Apple could be investing a lot of money, probably to the tune of 4 billion, in the project over the next two years. Most of the money, according to Frommer, would go to building facilities, and perfecting the display technologies they would need on the device.


    After months of speculation, however, Munster now believes that Apple could sell a lot of televisions at launch, should they bring an actual television to market. Munster believes that Apple would stand to make approximately $2.5bn in 2012, $4bn in 2013, and $6bn in 2014. Those numbers indicate the venture would be a huge success if the market were to play out how Munster expects it to at this point.


    But, given the troubles facing the Google TV, it’s hard to venture a guess on where an Apple Television would land on the map when it comes to consumer purchases and adoption rates.


    SOURCE
     
  15. alphawave7

    alphawave7 Moderator Staff Member

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    Next Steve will sell Apple branded toasters, blenders and vacuums...and folks will buy them like crazy. Wait..you'll see... :p
     
  16. sparkyscott21

    sparkyscott21 Moderator Staff Member

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    What? Where?
    I'll buy one, just let me know where..[​IMG]
     
  17. alphawave7

    alphawave7 Moderator Staff Member

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    See!?! ^^^ :p
     
  18. sparkyscott21

    sparkyscott21 Moderator Staff Member

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    Sorry about that Al..
    I will try to be more byist next time here......[​IMG]
     
  19. alphawave7

    alphawave7 Moderator Staff Member

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    You are Apple buyist! :p
     
  20. sparkyscott21

    sparkyscott21 Moderator Staff Member

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    Who you talkin' bout Willis?? [​IMG]
     

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