Brian White Stories April 3, 2013

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: expand full story

Brian White Stories February 11, 2013

Analyst says $300 price point is sweet spot for unsubsidized iPhone mini

Topeka Capital analyst Brian White issued a report to clients today (via Forbes) to provide what he thinks Apple has in store for the much-rumored low-cost iPhone. According to White, Apple will introduce the lower-priced iPhone as early as June. This is of course something we heard before from previous reports, but White also predicted pricing and a possible name for the device…

Some new information that White added: He said the device will be called the “iPhone mini” or “iPhone Air” and sell for an unsubsidized price of $250 to $300.

“A $250-$300 price range would also be competitive with China-based Xiaomi that offers a high-end phone experience at a mid-range price of ~$320 in China,” he writes. “We believe a $250-to-$300 price point will allow Apple to significantly expand its reach in the smartphone market and better address developing markets such as China, while opening up more opportunities in Brazil, Russia, India and elsewhere.”

Brian White Stories January 2, 2013

Analyst backs up rumors of a June launch for iPhone 5S in multiple colors & screen sizes

Pretty much mirroring a report from Jeffries analyst Peter Misek last month, Topeka Capital Markets analyst Brian White said today that he expects Apple to release an iPhone 5S in multiple colors in June (via BGR):

“Our checks indicate that the next iPhone will have more choices for customers,” the analyst wrote. “This entails an expansion in both the color patterns and screen sizes with the next iPhone (i.e., likely called the iPhone 5S) that we currently believe will be launched in May/June with certain supply production starting in March/April.”

Like Misek, who expects Apple to release the next-gen iPhone in six to eight colors, White is expecting Apple to release pink, yellow, blue, white and silver, and black and slate variants of the “iPhone 5S”. Misek also claimed last month that the new device could feature an improved camera, NFC, and better battery life.

White also believes Apple could launch the new model of the iPhone in multiple screen sizes for the first time:

“Our checks are also indicating that the next iPhone will offer customers more choice in terms of screen size,” White reported. “Although Apple offers a 4-inch screen on the iPhone 5 and a 3.5-inch screen on the iPhone 4S and iPhone 4, the Company has never offered multiple screen sizes for a single model. We believe this is about to change with the next iPhone offering different screen sizes that we believe will allow Apple to better bifurcate the market and expand its reach.”

Brian White Stories April 9, 2012

We reported this morning that Apple has now begun internally seeding a prototype next-gen iPhone with the A5X chip that debuted in the new iPad and 1GB of RAM. Based on his recent trips to China and Taiwan, Topeka Capital Market analyst Brian White, who has Apple’s price target at $1,001 as of this morning, shared some new details of what he described as “the buzz around the new iPhone 5.” According to White (via Barron’s), he expects a “sleek” new iPhone to launch in the December quarter. He also expects the device to sport a new 4-inch display and include 4G LTE capabilities.

White set his price target based on an expected August or September unveiling of the product. He also claimed the launch “could be extraordinary” by dwarfing previous launches and driving the stock closer to our $1,001 price target.” According to the report, Apple is expected to start component production for the “iPhone 5” in June.

White also claimed sales of the new iPad could have been higher if not for a production issue with panel makers related to the new Retina display. Last month, Apple announced its “strongest iPad launch yet” with sales of three million new iPads on its debut weekend… expand full story

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