Analyst Ming-Chi Kuo expects A7-based Apple TV in 2014, television set in 2015-2016

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Ever since hearing that Steve Jobs had “cracked” the TV industry, Apple fans have been waiting for the day the company would release an actual television set. For now, Apple has given us the Apple TV set-top box, but some analysts now believe that Apple is gearing up to deliver an actual television in the next few years. Ming-Chi Kuo today noted that an updated Apple TV box running on Apple’s new A7 processor is expected in 2014, with an actual television set to follow in 2015 or 2016. The prediction also includes a warning that Apple TV sales will be limited unless Apple can find a way to integrate new TV services and content.

We expect Apple to launch a new version of the Apple TV with an A7 processor in 2014, and we forecast 2014 shipments to total 8.2mn units. Shipment growth will be limited unless Apple is able to integrate more TV content, services and its App Store, in our view.
We believe the slowdown in Apple TV shipments suggests Apple faces challenges in integrating TV content and services. If Apple wants to launch iTV, the challenges of integrating content and service are more difficult considering the different TV content ecosystems (e.g. cable operators) in various countries. Moreover, establishing an iTV supply chain is very costly. Thus we believe iTV launch will be delayed to end-2015 or early 2016 at the earliest.

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Apple says small number of Apple TVs have WiFi issues, opens replacement program

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Apple has informed its official retail stores, AppleCare employees, and authorized resellers that a small number of third-generation Apple TV units have WiFi issues. These issues surround not being able to locate a WiFi network, unable to join a network, and dropped or intermittent connections.

Apple has determined that a very small number of Apple TV (3rd generation) products might experience one of these Wi-Fi related connectivity issues: Cannot locate network, Unable to join network, Dropped or intermittent connection.

If an Apple technician determines that an applicable Apple TV has these issues, the unit can be replaced as part of a replacement program that Apple has begun because of these WiFi issues. Apple says that replacements can be offered free of charge up to two years after the device’s purchase date.

Here are the serial number pairs that are eligible:

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Analyst: Apple HDTV coming this year with ‘iRing’ motion controller & ‘mini iTV’ second screen experience

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iRing concept by Victor Soto (via YankoDesign)

We’ve seen predictions for an Apple HDTV and a revamped Apple TV experience come and go over the last couple of years. Analysts have predicted several times since as far back as 2011 that we’d see Apple introduce its own full-fledged TV set by the end of the year, and the most vocal analyst, Piper Jaffray’s Gene Munster, was still calling for a full HDTV by the end of the year with an innovative new remote control last we checked in. Today, in a note that sounds like it should have been scheduled for an April 1 release, another analyst has backed Munster’s claims that Apple will launch a full TV set (not a set-top box) in the second half of 2013.

Topeka Capital Markets analyst Brian White issued a note to clients today, following checks with supply chain sources in Asia (via BGR), claiming Apple’s “iTV” project will launch this year in 50- to 60-inch variants and come with a ring-shaped motion controller dubbed, get this, “iRing”:

The “iTV” ecosystem represents a major innovation for the $100 billion LCD TV industry that will revolutionize the TV experience forever, in our view. First of all, we believe “iTV” will be 60-inches in size (but could also include 50-55 inch options). Secondly, we believe Apple will release a miniature device called “iRing” that will be placed on a user’s finger and act as a navigation pointer for “iTV”, enhancing the motion detection experience and negating some of the functionality found in a remote.

White continued by saying Apple will include a “mini iTV” with iTV that will allow users to have a second-screen experience on a smaller, iPad-sized display: Read more

Debunked: Apple is not acquiring Loewe, Foxconn CEO denies iTV rumors, Digitimes is ‘wrong most of the time’

Update May 16, 2012: German publication Handelsblatt (via Bloomberg) quoted Chief Executive Officer Oliver Seidl of German TV manufacturer Loewe as saying the company has had “no contact” with Apple regarding an acquisition.

Less than a month after posting a false claim about Apple’s CEO Tim Cook visiting the Valve HQ, ole’ Danny Dilger claimed this weekend that Apple is moving to acquire a German TV manufacturer called “Loewe.” Again, we did not run with the story, because we preferred to mock it instead via Twitter. Not only has that story been debunked, but more allegations about Foxconn’s CEO Terry Gou having confirmed an Apple television are now being denied by the company. Oh, and Digitimes’ track record…

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Unlikely scenario: Analyst says Apple HDTV to be called ‘iPanel’; begins production in May

Jefferies & Co.’s Peter Misek has been one of the most outspoken analysts about Apple’s rumored HDTV product. He first said in November that Sharp was preparing its production lines for the “iTV” and then last month claimed production of up to 5 million units could begin by May with a product launch by Q4 2012. In this morning’s note to clients (via Barron’s), Misek once again claimed television components have begun shipping to Apple’s panel suppliers in Asia and upped his price target to $800 based on “increased confidence” that Apple will indeed launch the product this year. He is also now claiming the product will be dubbed “iPanel.”

Misek said on a recent trip to Asia he saw “polarized films, filters and IGZO components” headed to Apple suppliers in small quantities. Another reason for Misek’s increased confidence is the announcement that Hon Hai Precision will buy a 10 percent stake in Sharp Display. He explained:

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Munster on Apple’s mythical HDTV set: ‘It will be the biggest thing in consumer electronics since the smartphone’


Pictured above: An Apple television concept render by Guilherme Schasiepen.

Piper Jaffray’s resident Apple analyst Gene Munster stands out as arguably the most outspoken proponent of an Apple-branded HDTV television set otherwise known as the mythical iTV. With all eyes now on Apple’s iPad 3 unveiling next Wednesday, the pundits are also keeping their fingers crossed for a much-needed Apple TV refresh with 1080p video output and a faster processor, especially now that Apple TVs are increasingly disappearing from shelves.

Piggy-backing on the forthcoming product unveiling hype, Munster shed more light on what he believes a full-blown television set adorned by the shiny Apple logo should be like during yesterday’s interview with Bloomberg Radio’s Tom Keene and Ken Pruitt. Munster is betting Apple will introduce the rumored product some time this year and is expecting fall availability. You will want to buy it, because:

It’s going to live up to some of the building hype. It will be the biggest thing in consumer electronics since the smartphone.

From a design standpoint, the iTV “will look different” than your regular television: “Imagine just a sheet of glass – no edges or bevels.” The analyst re-iterated his previous observations, including strong focus on content consumption (presumably delivered through iTunes/iCloud) and Siri voice control

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