Research Group: Apple television coming, but not until 2013

Research Group: Apple television coming, but not until 2013

Summary: An Asian research group claims that the Apple television hardware will be a "2013 event," despite most analysts claiming that it will arrive in calendar 2012.

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TOPICS: Apple, Hardware, Mobility
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Research Group: Apple Television coming, but not until 2013 - Jason O'GradyDespite the fact that most analysts (including Piper's Gene Munster) report that Apple will release an Apple-branded television (not "TV") in 2012, an Asian research group claims that it will be a "2013 event:"

We continue to view Apple TV hardware as a 2013 event. The timing of Hon Hai/Foxconn's equity stake and partnership with Sharp along with Hon Hai Chairman Terry Gou's separate 46.5% investment in Sharp's Sakai City plant lends further credibility that Apple TV is in the works.

Asia’s longest-running independent brokerage and investment group CLSA argues that it will come later, rather than sooner -- which has been the conventional wisdom.

In August 2011 Reuters Tokyo reported that Apple may invest around 100 billion yen ($1.3 billion) to upgrade a Sharp LCD plant. It is rumored that Sharp will be providing the panels for Apple's television.

CLSA considers the deals as "an effort to improve Sharp's financial position before becoming a more meaningful supplier to Apple." CLSA also claims that Foxconn parent Hon Hai's decision to invest in Sharp lends credence to rumors that an Apple-branded television is coming.

Tip: SeekingAlpha.com (via: BusinessInsider.com) Illustration: Ellis Hamburger

Topics: Apple, Hardware, Mobility

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7 comments
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  • Where is...

    my comment?
    wright_is
  • Typical...

    I write a huge great comment and it disappears in a puff of logic!

    I still don't see why Apple would go for a physical television. It doesn't seem to make any sense. Apple concentrate very much on short life-cycle products, with the Apple TV box, they are cheap enough that people would probably swap them out every 3 or 4 years, when they get too slow. With a television, they will probably keep it for at least a decade, if not more.

    People only swap out television sets when they stop working, not because the software is outdated. Unless Apple can bring big-screen TV down into the disposable category (sub $300), people won't rush out and replace them every few years.

    It worked with the iPhone, because people were already used to paying a couple of Euros for a basic phone and 30 Euros for a premium phone, so an iPhone for between 1??? and 99??? for 2 years wasn't too bad, but I can't see them being able to do the same on big screen TVs.

    The only exception would be if the "Apple TV" part of the set was a plug-in module, which could be swapped out every couple of years.

    I also find it hard to imagine that they will offer a decent range of sizes, from 32" up to 80" or so, and what about the home cinema crowd, who use projectors?
    wright_is
    • I Agree

      People don't upgrade their TVs nearly as often as their mp3 players, cell phones, tablets, computers, or laptops. Since Apple is a premium brand, their selling price will not be below current levels. Even if the display is better than everything out there, how many people are going to trade down in size? (If rumours of 42" are true.)

      I won't even bother getting into the differences between the broadcasting and music industry, and how anyone hoping for Apple to do to cable companies what they did to music companies will be sorely disappointed.
      mcksmith
    • I don't regard any of my Apple products as short-life

      My present Mac is 4 years old and the one it replaced is 8 and has gone to a friend. Even my 30GB iPod is 6 years old.
      Laraine Anne Barker
  • Playing nice

    There was an interview that Steve Jobs gave where he discussed the reasons why Apple would want to get into the TV business and all the reasons why they shouldn't.
    The problems basically came down to Cable companies holding a monopoly over media distribution and the inability to to circumnavigate them in a meaningful way. The ultimate goal of an Apple branded TV would be to bring the TV, cable, stereo, DVD/bluray, and internet etc. all under the umbrella of one UI and one remote control instead of a coffee table full of them.
    It's possible that if Apple couldn't bypass the cable companies they found a way to include them in the TVa local UI.

    Of course Apple hasn't even made a product announcement yet so there is no reason to make proclamations as to it's success or failure.
    Tigertank
    • I agree

      I can't see any reason why anyone would get into the TV business these days. The concepts you lay out of unifying your TV experiences into a single UI is already being done with the XBOX, which gives you this, plus a fantastic gaming platform, cloud storage etc. for $250!
      omdguy
      • Playing nicer

        I guess, I don't buy the "Xbox is doing it so no need for anyone else to do it" argument any more than MS bought the "Apple is doing the iPod/iphone so no need to make our own."
        Building all of the media capability right in to the television itself would be a major step in simplifying and streamlining it. That is definitely a reason to get into the market.
        Tigertank