Analyst Claims Apple Shopping for TV Components From Major Supplier
Not a bad mockup of what Apple's HDTV could look like. The only thing missing is the price...
According to a report by a Piper Jaffray analyst Apple has contacted at least one major supplier about television display components.
Gene Munster, of Piper Jaffray, told investors Tuesday that during talks with a “major TV component supplier” about Apple’s rumored HDTV the supplier told Jaffray Apple had reached out “regarding various capabilities of their television display components.”
Munster views this as “continued evidence” of Apple’s exploration into television production. This is far from concrete evidence that Apple will be releasing a television set soon, and Munster acknowledges this citing the rumored roadblocks Apple has faced securing content from studios. It seems logical that Apple would secure distribution deals before ramping up production on an Apple HDTV. No sense putting something to market with nothing to show on it.
However, if Apple did release a television set this year Piper Jaffray predicts the company could sell 1.4 million of the projected 106 million internet-connected televisions to be sold during the year. Munster seems to know more than his parent company PJ, noting that Apple only enters mature markets to reinvent them. But, PJ still goes on to make revenue estimates for 2012-2014 on a device that doesn’t exist.
If and when Apple enters the HDTV market, Apple will likely blind side current HDTV manufacturers and surprise a number of content providers as well. Apple isn’t going to release a TV with no content, but if their vision is to provide customized channel lineups for users, they're negotiating licensing deals needed to support a feature like that has no pricing precedent.
Hopefully Apple can pull it off. I’m sick of Dish Network, AT&T, Comcast, Cablevision, Time Warner, Verizon, Direct TV and every single colluding cable company I forgot to mention.
Source: Apple Insider