Analyst: Apple to debut TV set at WWDC
Summary: Cable providers could sweeten the deal by offering a $500 subsidy.
While most are expecting that Apple will talk about iOS 6 and OS X Mountain Lion at Apple's annual Worldwide Developers Conference set to kick off next week, one analyst says that we should brace ourselves for the unveiling of a television set.
This latest prediction comes from Jefferies & Company analyst Peter Misek, who estimates that the television will retail for around $1,250 and be called the iPanel. That price tag might not seem too high, but Misek explores a way to sweeten the deal by getting cable providers to offer a $500 subsidy. He claims such a subsidy "would certainly improve the value proposition" for consumers.
Misek says that while attitudes to subsidies are negative, he believes that an Apple television "presents a new and unique opportunity for the telcos to gain market share in a mature television market".
"Hypothetically," writes Misek, "if Verizon offered a $500 subsidy to new FiOS subscribers (but no triple play discounts) along with a $20/month Wireless video fee, the payback period would increase to 13 months. In our view, this modest increase in payback period would still be value accretive with higher customer stickiness and market share gains vis-à-vis competitors that may not offer iTV- like functionality".
Misek claims in his research note that Foxconn has already begun production of the television, and that it will launch in the second half of 2012. He further claims that carriers such as AT&T, Verizon, Rogers, Deutsche Telekom and France Telecom are testing the new TV in their labs.
Will Tim Cook unveil a television at this year's WWDC keynote? We'll have to wait until Monday to find out.
Analysts have been talking about an Apple television a lot lately. Piper Jaffray analyst Gene Munster claims that Apple plans to announce a TV in December that will retail for between $1,500 and $2,000 and come in a range of sizes, from 42-inch all the way up to 55-inch. According to Munster, Apple will have this TV ready to ship early in the new year.
James McQuivey, vice president and principal analyst at Forrester, blogged about how he believed that the best way for the Cupertino-based giant to break into the dwindling market was by ‘thinking outside the box' and manufacture the "world's first non-TV TV".
One issue that these Apple TV rumors is that they all fail to address how the TV will differ from the set-top box, or what the set-top box could be configured to do via a software update. It seems to be that the only advantage a TV would offer over a device that connects to any HDMI-capable TV set is that people wouldn't need to figure out where that HDMI cable plugs in.
Now how much would you be willing to pay for that?
Image source: Apple.
Related:
- Analyst: Apple to debut TV set in December
- Why Apple, RIM, Nokia and Motorola are arguing over what your next SIM card will look like
- The case against the ‘iPad mini': Fragmentation and cannibalization
- Reuters: iPhone 5 to have 4-inch screen
- WSJ: iPhone 5 getting 4-inch+ screen
- Who cares that the iPad 3 is thicker and heavier than the iPad 2?
- Best earphones for your iPhone and iPad
- Jailbroken iPads can now multitask apps
- Top accessories for your iPhone and iPad
Kick off your day with ZDNet's daily email newsletter. It's the freshest tech news and opinion, served hot. Get it.
Talkback
I think you've forgotten about the software
Agree
Xbox.
MS should be able to beat Apple
Apple's effort may very well take off, but I just don't see it. Unless telecoms are dumb enough to shovel ginormous amounts of their own money into Apple's coffers through large subsidies, again, just to look cool, I don't see how Apple can do all that well. It would be much better if telecoms teamed up with the MS ecosystem, as they could provide connectivity for a huge spectrum of PCs and devices, without providing high levels of subsidies.
I don't play games, so Xbox is worthless to me
The Xbox has other uses...
Waiting for It
Cable company churn is different than phone carriers. Cable is competing with telcos and satellite. Having a blessed set, does that really address why people do drop cable service? And, what will Apple's telco partners say, regarding the iPhone, when they see Apple jumping into that other market endorsing cable?
I'm not feeling it. One can say that Misek is no Munster, but I don't know if that's enough to gain credibility.
5 days and we'll know.
And the rumors and analyses will stay the same, were they wrong this time, or move to something else. The Apple iCar! Drive me away!!!!
Where am I on this one?
what Apple has in mind is combining the PC and TV I am interested. One TV screen is all I have room for (and a tablet on the couch of course.)
Having everything in one place rather than separated throughout my place would work for me.
However it must be priced competitively.
BUT then it brings one other thought to mind.
I see a windows desktop as work, an iPad as a toy to consume. Needless to say now I am confused, would I even want to combine the two? Currently my answer would be no, big time.
But then we are just discussing a rumor.
A full Apple TV? It just seems weird
If it is like every other Apple product, iPanel v1.0 will suck
iPad 1.0 is the only product Apple has ever released that they got right the first time and even then, that was only because iPad isn't conceptually that different from iPhone.
If AppleTV was really good, I would have more hope for iPanel for the same reason I mentioned above with the iPad. However, AppleTV is still a technological and a sales fail. If Apple releases iPanel 1.0, it too will be a fail. It will not outsell any of the other major TV manufacturers and that right there makes it a fail (according to all those who claim that if something doesn't "kill - destroy - remove from market" the Apple equivalent, then that device has failed).
William Toddtroll3
Apple TV
Bt of course, we all should be waiting for the Windows TV. In some bright future, that Microsoft has promised us. Some day.
If this is true..
Apple TV lacks one thing...
Huh
Oh and where do I go to buy this Amazon thing, that is twice cheaper than the Apple TV?
Those forums are great. One learns new things every day!
Subsidies?
http://www.tech-thoughts.net/
Subsidies
Looking forward to it.
- Sara
http://www.hiredotnetprogrammers.com/
hmmm...
I still can't figure out what would make this TV so different than the rest (except for playing nice with all things mac)
To think it was only a few short years ago that I couldn't send an attachment to a windows user without jumping through hoops. lol
They could if only...