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  • Report: Apple May Instantly Claim 5% of HDTV Market


    Apple's rumored forthcoming connected HDTV could immediately make the Cupertino, California tech giant a giant in an entirely new industry.

    According to the conservative estimates of Ben A. Reitzes of Barclays Capital, an Apple product offering of no more than $1,500 could put the iPhone maker on pace to claim as much as 5% of the HDTV market in the product's first year of availability. Along with that market share would come roughly $17 billion in revenue.

    In the big picture, Reitzes tells investors, we have to view Apple's TV product as more than just a snazzy flatscreen with iOS integration.

    "Apple's eventual television could be so much more than a TV including gaming, video, communication, content delivery, apps, computing and all the capabilities of the current Apple TV it is not really fair to compare it to products already available on the market," Reitzes proposes.

    "It appears more and more likely that the company is actively engaging partners about a potential device and content," he adds. "If Apple were to sell a TV, we continue to believe its margins and pricing could be industry leading given its vertical integration with content. We believe that Siri could be used as a groundbreaking interface for TV,which could be used as a content hub glued together by iOS and iOS devices."

    Although the industry feels geared up and poised to welcome the Apple HDTV this summer, Reitzes believes a launch may not actually come until after Apple enters fiscal 2013, which begins this October.

    Source: Barron's
    This article was originally published in forum thread: Report: Apple May Instantly Claim 5% of HDTV market started by Michael Essany View original post
    Comments 22 Comments
    1. Jastra's Avatar
      Jastra -
      Where is the jailbreak for apples new "itv"?!?! We have been waiting for ever!!!!
    1. AUZambo's Avatar
      AUZambo -
      Funny...the mere existence of the iTV is still just a rumor (albeit a heavily supported one), and we're already projecting its sales!
    1. KraXik's Avatar
      KraXik -
      Quote Originally Posted by Jastra View Post
      Where is the jailbreak for apples new "itv"?!?! We have been waiting for ever!!!!
      Fingers crossed it doesn't have an A5 processor!
    1. steve-z17's Avatar
      steve-z17 -
      An Apple HDTV could have a lot of potential!
    1. GooseG's Avatar
      GooseG -
      Quote Originally Posted by KraXik View Post
      Fingers crossed it doesn't have an A5 processor!
      Why? The A5 has been jailbroken for weeks. Where have you been?
    1. KraXik's Avatar
      KraXik -
      Quote Originally Posted by GooseG View Post
      Why? The A5 has been jailbroken for weeks. Where have you been?
      Because the next update patches it. Then another 4 month wait?
    1. shigh's Avatar
      shigh -
      Sheezit if they put one out that isnt ridiculously priced i'd get one
    1. RandyTG's Avatar
      RandyTG -
      Even though an iTV will most likely have a lot of cool features and an equal amount of iDevice integration, the TV itself must have the same features and capabilities or better than those already on the market; like screen rate (240Hz or better), resolution (1080p), Dynamic Contrast Ratio, etc. When you get up to the expected price level these TVs will command, just being made by Apple doesn't make it an automatic purchase for me, even though I will be in the market for a TV by the end of the year.
    1. rickuk's Avatar
      rickuk -
      Quote Originally Posted by RandyTG View Post
      Even though an iTV will most likely have a lot of cool features and an equal amount of iDevice integration, the TV itself must have the same features and capabilities or better than those already on the market; like screen rate (240Hz or better), resolution (1080p), Dynamic Contrast Ratio, etc. When you get up to the expected price level these TVs will command, just being made by Apple doesn't make it an automatic purchase for me, even though I will be in the market for a TV by the end of the year.
      This is Apple you are talking about, no way will you get all that in the initial release, they like to string out features so you buy a new one every year with extra features
    1. AUZambo's Avatar
      AUZambo -
      Quote Originally Posted by rickuk View Post
      This is Apple you are talking about, no way will you get all that in the initial release, they like to string out features so you buy a new one every year with extra features
      Meh...not with a TV. People generally don't make TV purchases every year. Cell phones, sure. Maybe even tablets. But TVs are generally purchased for the long haul.

      Of course, it wouldn't surprise me at all if Apple changed that.
    1. Gustavo Saliola's Avatar
      Gustavo Saliola -
      I wonder if this could fix the gap between the case (Mine actually) of choose a second monitor for a Macbook Pro + TV tuner on board. In my case, living in Argentina (With this ****** import politics and same Government) leaves me few and costly options, like importing a DELL Ultra Flat 32 inches, great one for Graphic Design (My job) and movies, but no tv tuner.

      My 2 cents. Tech/Nerd Opinions welcome.
    1. thumper_net's Avatar
      thumper_net -
      An apple tv must have more functions than the current apple tv , most internet tv's have more than apple tv , also the name itv is a no go for apple , jobs tried to get the name , but that name is owned in the uk and usa by itv uk , he lost the battle , the name Tv is old ihd or i3d would be a better name if they have a hd or 3d tv Or maybe they will name it plain apple tv
    1. LearningMan's Avatar
      LearningMan -
      A 42"/$1500+ TV owning 5% of the television market in 1 year with no content and no obvious support for OTA or satellite reception? Who IS this idiot? I wonder how much he wants to lose on that bet? I'll round up funding to match anything he wants to bet. What an IDIOT! Go look at the major TV manufacturers and look at their market shares after 50 YEARS. There must be at LEAST 100 MAJOR TV manufacturers. You gotta be kidding me. And people buy into this hype too. AMAZING!
    1. Moreno53's Avatar
      Moreno53 -
      Quote Originally Posted by LearningMan View Post
      A 42"/$1500+ TV owning 5% of the television market in 1 year with no content and no obvious support for OTA or satellite reception? Who IS this idiot? I wonder how much he wants to lose on that bet? I'll round up funding to match anything he wants to bet. What an IDIOT! Go look at the major TV manufacturers and look at their market shares after 50 YEARS. There must be at LEAST 100 MAJOR TV manufacturers. You gotta be kidding me. And people buy into this hype too. AMAZING!
      LMAO I knew there would be one clown who would doubt this. This isnt some rag tag tech blog making this assertions...its Barclays Capital. Apple would EASILY take 5% of the TV market with an iOS enabled LED 42" 1080p for $1500....it would be a piece of cake. Only a moron would doubt this.
    1. Mrteacup's Avatar
      Mrteacup -
      First to the people that are doubting articles etc. It's super annoying when people act like they know the market and have studied it and know everything about the tv market... Or anything like that where it's a 1/10000 chance you actually know what you're talking about
    1. eightyk88's Avatar
      eightyk88 -
      For 1500 you can get a ballin 3d Sony Bravia with a single pane of gorilla glass. It's ******* beautiful. Hook an apple tv up to that and a ps3. you'll have the best damn looking living room in town. Along with the smartest purchase rather than spending 1500 on the same tv with less features and no 3d. Unless iTunes magically gains 3d movie downloads over night. Which i guess is possible with endless piles of cash.
    1. unison999's Avatar
      unison999 -
      Quote Originally Posted by Moreno53 View Post
      LMAO I knew there would be one clown who would doubt this. This isnt some rag tag tech blog making this assertions...its Barclays Capital. Apple would EASILY take 5% of the TV market with an iOS enabled LED 42" 1080p for $1500....it would be a piece of cake. Only a moron would doubt this.
      Eventually 5% definitely, instantly doubt it.
      I for one would not want to buy a new unsubsidized TV every year, even subsidized I would be hesitant to do it.
    1. prestone683's Avatar
      prestone683 -
      Quote Originally Posted by RandyTG View Post
      Even though an iTV will most likely have a lot of cool features and an equal amount of iDevice integration, the TV itself must have the same features and capabilities or better than those already on the market; like screen rate (240Hz or better), resolution (1080p), Dynamic Contrast Ratio, etc. When you get up to the expected price level these TVs will command, just being made by Apple doesn't make it an automatic purchase for me, even though I will be in the market for a TV by the end of the year.
      Since Apple is making it. It won't support any other connections than HDMI. One input. It's all for customer's simplicity sake; because your content is suppose to be coming from the iTunes store.

      It reminds you of the "if Apple built a flashlight, it'd only shine on things Steve deemed important enough to be lit up."

      Apple designs what a customer wants without us knowing it. And they charge a super premium for it. And we all pay the price to have it.
    1. Cer0's Avatar
      Cer0 -
      The price point would be the main factor. There are many smart tvs out now. They would just need to hit the right price point.
    1. Moreno53's Avatar
      Moreno53 -
      Quote Originally Posted by unison999 View Post
      Eventually 5% definitely, instantly doubt it.
      I for one would not want to buy a new unsubsidized TV every year, even subsidized I would be hesitant to do it.
      Why would anyone buy a new TV every year? That makes no sense???


      I swear people on internet message boards are sooooo out of touch with reality (this is not directed to you, but in general).

      1) This (LIKE EVERY OTHER APPLE PRODUCT) will not be prohibitively expensive
      2) It will easily eclipse 5% of the Market in its first year....when have apple NOT met or exceeded product launch estimates? Especially in the new iOS era
      3) Apple has been eyeing this segment of the tech industry for some time...do people really believe that Apple will put out an "also ran" type of product? When has Apple EVER done that? It will obviously not be loaded with 13 USB ports, 4 SD card ports or bunny ears, and there will be the small inconsequential segment of the market place that will complain about it being 200ths of on its contrast ratio or it not having some other inane feature that 99% of the consumer population could give a **** about. These are the same people who thought the iPhone would fail because it didnt have and SD slot or a mini-usb slot.