Piper Jaffray Stories August 31, 2015

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UI concept for VR iPhone case Pinć from Cordon Labs

Apple has recently hired a lead engineer from Microsoft’s HoloLens team, leading to more speculation that it could be working on its own augmented reality project behind the scenes.

Piper Jaffray’s Gene Munster first spotted the change of positions for Nick Thompson, who was reportedly previously leading audio hardware engineering efforts for Microsoft’s Hololens augmented reality project: expand full story

Piper Jaffray Stories May 19, 2015

Piper Jaffray analyst Gene Munster finally admits he got it wrong on the Apple television

Piper Jaffray analyst Gene Munster, who has confidently predicted the imminent arrival of a fully-fledged Apple television year after year, has finally admitted he was just making wild guesses mistaken in his analysis.

Faced with the WSJ‘s report that Apple had considered launching its own TV set but had dropped its plans a full year ago, Munster has issued a note entitled Facing The Reality of No Apple Television, reports Business Insider.

“Given how adamant we have been about the reality of an Apple television, it’s hard to accept the reality of no Apple television,” says Munster in his note. “Our latest thinking prior to this story was that Apple would launch a television in 2016. Based on this report, we no longer expect a television to launch indefinitely.”

We’ve been tracking Munster’s predictions that Apple would launch a television set either “this year” or “within a year” since early 2011, with repeats later that year, early 2012, late 2012, early 2013, a bit later in 2013 and – slightly more cautiously – late 2014. I’ve probably missed a few.

Piper Jaffray Stories December 17, 2014

apple-television-munster

Piper Jaffray analyst Gene Munster is famous for his annual prediction that Apple’s long-rumored television is launching next year, but this year he’s mixing it up a little, predicting instead that it will be launched in two years’ time.

Back in 2011, he predicted at the IGNITION conference that it would launch before the 2012 holiday season. Once it was clear that wasn’t going to happen, he predicted late in 2012 that it would be arriving in time for, yep, you guessed it, the 2013 holiday season. He clung to that one throughout the early part of last year, but has kept quiet on the subject this year – until now …  expand full story

Piper Jaffray Stories April 24, 2014

Photo: USA Today

Photo: USA Today

Early overnight reports collated by Fortune unsurprisingly show analysts pleased by the higher-than-expected iPhone numbers, with five out of five rating the stock a buy, their price targets ranging from $75 to $252 above yesterday’s closing value. Apple reported iPhone sales of 43.7B against expectations of 38B, and revenue of $45.6B against the consensus estimate of $43.5B.

  • Katy Huberty, Morgen Stanley: Price target $630

  • Gene Munster, Piper Jaffray: Price target $640

  • Brian Marshall, ISI: Price target $600

  • Brian White, Cantor Fitzgerald: Price target $777

  • Peter Misek, Jefferies: Price target $625  …

expand full story

Piper Jaffray Stories November 27, 2013

Fox-Conn-iphone

WSJ piece on Foxconn ramping up production of the iPhone 5s to meet demand provided an interesting glimpse at some of the numbers involved.

Foxconn operates 100 production lines, which are now operating at maximum capacity 24/7 to turn out 500,000 iPhones 5s handsets per day according to the report. Each iPhone represents the combined work of around 600 people. The unnamed Foxconn source said that this amounted to 100 people more than for the iPhone 5c due to the increased complexity of the high-end phone …  expand full story

Piper Jaffray Stories October 11, 2013

Home automation image: insideci.co.uk

Home automation image: insideci.co.uk

There are a couple of analyst rumors doing the rounds at present that are best described as … questionable.

First, we have Brian White claim (via VentureBeat) that the key focus of the long-rumored iWatch is as a control for home automation systems.

As an Apple supplier, our contact offered insight into the “iWatch” and described this potential new device as much more than an extension of your iPhone but as a multi-purpose gateway in allowing consumers to control their home (i.e., heating/cooling, lights, audio, video, etc.)

You may recall that Mr White is a man who likes his remotes: he predicted back in April that the Apple HDTV (which he always claims is going to be released in the next quarter or two) would be controlled by an iRing …  expand full story

Piper Jaffray Stories April 3, 2013

iring2-concept

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: expand full story

Piper Jaffray Stories March 15, 2013

Samsung-GalaxyS4-vs-iPhone-5

Samsung officially unveiled its flagship Galaxy S4 smartphone last night at a theatrical, Broadway-style presentation in New York, and analysts are quick to jump in today with opinions on what it means for Apple. AAPL is having a decent morning hitting a high of 442.50 and opinions from analysts seem to be split down the middle regarding whether the S4 has what it takes to cut into Apple’s market share.

Gene Munster of Piper Jaffray doesn’t seem too impressed with the S4 upgrade but noted Samsung’s new S Band is “a quick first pass for Samsung on wearable technology ahead of Apple’s watch. Munster added that he expects Apple to launch its smart watch product by 2014 (via Barron’s):

The Galaxy S4 appears to be largely an incremental update to the S3 including a slightly larger screen (4% larger on diagonal), better camera and processor, and updated software, but largely the same body style and casing. We believe some of the software features are unique, including the tilt to scroll, video pausing based on facial recognition, and hand gesture based interactions, but view these software improvements as minor compared with what Siri was to the iPhone 4S or even Google Now to Android.

Jefferies analyst Peter Misek thought the S4 will be “incrementally negative for Apple” but doesn’t view the S4 upgrade as “revolutionary” (via Zdnet): expand full story

Piper Jaffray Stories January 22, 2013

Apple analyst Gene Munster says Apple HDTV with new remote coming in 2013, again

Speaking with Bloomberg today about Apple’s upcoming earnings call, Piper Jaffray’s Apple analyst Gene Munster said his most recent checks with suppliers in Asia and industry sources indicate Apple is moving to release a full-fledged television this year with a new remote. This is of course not the first time the analyst has predicted Apple will release an HDTV—rather than an updated set-top box—in 2013…

Munster is expecting the Apple TV set to be one of three catalysts to help investors get behind Apple stock again in 2013. The other two are a Retina iPad mini in March and a low-cost iPhone later in the year. With the Apple TV information supposedly coming from supply chain sources in Asia, we’d expect Munster to have some more concrete specs instead of the same non-specific hearsay we’ve heard before. Note: Munster has predicted an Apple HDTV since 2011. Here’s what he had to say on Bloomberg (around the 9:40 mark):

The core of the debate is an improved set-top box… a hockey puck that attaches to your TV, or an actual television. Based on our work, in part, with talking to suppliers in asia, to talking with people in the industry, we think its an actual television. Specifically, the basic thing it fixes is the remote control problem… We think fixing that is going to be an important part of it. And the second piece down the road is content, content on demand. That’s essentially what apple television is. 

Piper Jaffray Stories November 26, 2012

Black Friday was bleak for Microsoft as Surface Tablet didn’t register a blip compared to iPad

Piper Jaffray analyst Gene Munster is out with a note today comparing foot traffic and sales per hour at Apple and Microsoft retail stores for Black Friday (via Fortune). Munster’s team apparently spent eight hours outside of the Mall of America Apple Store in Minneapolis to provide us with some good stats on how well Apple Stores did compared to the Microsoft Store at the same location. Munster found customers purchased 17.2 items per hour at the Apple Store, compared to just 3.5 products per hour at the Microsoft store. However, he also reported all but two of the Microsoft store purchases were Xbox titles.

During their eight hours at the Apple Store (and two hours at the Microsoft store), Munster’s team reported an average of 11 iPads per hour—compared to zero Microsoft Surface sales. Unfortunately, the chart above doesn’t track iPhones sales.

The positive take away was store traffic was up 31% y/y, likely driven by shoppers wanting to see the new iPad Mini. The negatives were that the most popular iPad Mini (16G) is in limited supply and Mac sales (~12% of revenue) continue to appear to be impacted by the iPad and a slowdown ahead of the new iMac.

Piper Jaffray Stories November 21, 2012

Report: iPhone 5 supplies significantly improving at US Apple Stores

Apple recently changed shipping times for iPhone 5 from “2-3 weeks” to two weeks for orders from its website, indicating the company is starting to iron out production delays and catch up to demand. Today, Piper Jaffray analyst Gene Munster noted checks of 100 App Stores show supplies of iPhone 5 are increasing through Apple’s retail stores, as well (via Fortune). According to Munster’s checks, iPhone 5 is currently available in 92 percent of Apple Stores for Sprint, 82 percent for AT&T, and 72 percent for Verizon:

AT&T and Verizon have shown dramatic improvements in availability, while Sprint has maintained consistent availability. Last night, our checks indicated that Sprint phones were in stock at 92% of Apple Stores, AT&T was available at 82% of stores and Verizon at 72% of stores. Additionally, we note that wait times for online phone orders dropped to two weeks as of today.

Munster said he believes “within the next two weeks that customers will be able to purchase iPhone 5s at Apple Stores same day,” which is obviously great news for Apple and consumers leading into the holidays.

Piper Jaffray Stories October 10, 2012

Survey: Among US teens, iPhone ownership up 34 percent, iPads account for 72 percent of tablets

Piper Jaffray’s Gene Munster, the same Munster who predicted 10 million iPhone 5 sales (and all the HDTV predictions), is out with the firm’s semi-annual survey of device ownership among teens. AllThingsD has the survey results of 7,700 U.S. teens included, showing a 34 percent increase in iPhone ownership and a lot of interest in a $300 iPad mini:

  • 40 percent own iPhones (up from 34 percent six months ago).
  • 62 percent plan to buy an iPhone in the next six months (22 percent said their next phone would run Android).
  • 44 percent own a tablet (up from 36 percent six months ago).
  • Of those who own tablets, 72 percent own iPads.
  • Of those who do not own tablets, but plan to buy one in the next six months, 74 percent hope to buy an iPad.
  • 43 percent said they’d be more likely to buy an iPad if Apple released a smaller version of the device at $299.

Piper Jaffray Stories June 29, 2012

As noted by Phillip Elmer-DeWitt at Fortune, Apple analyst Gene Munster published a note to clients today that contained the results of a Siri vs. Google search 1600-question showdown.

While it is not exactly a test of how well the companies’ various voice services stack up against one another (since Google Search queries were typed-in and not spoken), but it is a good indication of just how viable Siri is as an everyday mobile search product and alternative to Google. In the test, both Google and Siri were asked 800 questions in a quiet location. Another 800 questions were asked among the loud street traffic in Minneapolis. The results, according to Fortune: expand full story

Piper Jaffray Stories April 20, 2012

Munster: Next iPhone will be ‘Mother of all Upgrades’ (video)

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Yesterday, we reported that Qualcomm announced it was having “trouble meeting demand” for its next-generation chips that would likely find their way into an LTE-enabled iPhone 5. While the announcement was a clear indication that Apple’s rumored October release window was much more likely than talk of a June unveiling at WWDC, Piper Jaffray analyst Gene Munster agreed and said the new device will be the mother of all hardware upgrades:

“We think one of the big features of iPhone 5 is going to be LTE… when iPhone 4S came out it was obviously the same form factor… this is going to be a big hardware upgrade… this is going to be the year of the hardware… the mother of all upgrades “

Piper Jaffray Stories March 1, 2012

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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Piper Jaffray Stories February 1, 2012

Apple television mockup by Guilherme M. Schasiepen

Piper Jaffray’s resident Apple analyst Gene Munster is arguably the most vocal proponent of an integrated high-definition television set from Apple, the mythical iTV. His old predictions were picked up by the press lately thanks to that vague Apple HD TV hint in Walter Isaacson’s authorized Steve Jobs biography, gaining more credence with both Sony and Samsung dissing the idea as old news.

Now, last we heard from Munster was in November of last year when he predicted an Apple television set within a year, costing double a comparable set. In a note to clients issued Tuesday, the analyst warned that his original timing “remains uncertain” but underscored he is still targeting “a late 2012 launch.”

More interesting is Munster’s claim that a “major TV component supplier” told him last month Apple was inquiring about “various capabilities of their television display components,” which sounds a lot like this skeptical New York Times report from October 2011. However, “Without a revamped TV content solution, we do not think Apple enters the TV market,” Munster wrote. Remaking the user interface is easy, but getting Hollywood on board will be tricky, as the Wall Street Journal warned in December.

With that in mind, Munster offers three content scenarios for the Apple television, as quoted by Fortune’s Philip Elmer-Dewitt…

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Piper Jaffray Stories July 24, 2011

Smarthouse has a particularly bad reputation when it comes to Apple rumors, especially when they involve OLEDs.  But we’ll bite on their latest because it is so tantalizing.

There is also speculation that Apple has held discussions with LG Display the Company that makes display screens for MAC products, about the possibility of getting access to a new 55 LG OLED panel that will be used in a new Apple TV that will be capable of delivering music, Video & TV shows over an IP network.

On Friday LG said that they will launch a limited production OLED TV late in 2012.

There are no shortage of people advocating for an integrated Apple television, but certainly the leader is Piper Jaffray’s Gene Munster who expects one next year.

As far as the big display makers are concerned, Apple’s relationship with LG is probably the strongest.  LG makes iPod Touch and iPhone Retina Displays and Apple secured a $500 million dollar investment in LG displays in 2009.  The net of that was a temporary exclusive on the panels for the 27-inch display that Apple’s iMacs and now Thunderbolt Displays now use.  Sony makes OLEDs as well but doesn’t have a strong relationship with Apple, at least as far as displays are concerned.  The other big OLED maker is Samsung, who is now tangled with Apple in patent disputes.

If Apple does do a TV, it will likely have some sort of game-changer tech innovation that Apple could exclusively own for a period of time.  A 55-inch OLED would probably qualify even though yields will be low and prices will be astronomical during the ramp up.

We’re still not convinced, however. expand full story

Piper Jaffray Stories January 3, 2011

SAI breaks down Piper Jaffay Apple follower Gene Munster’s predictions for 2011, complete with probabilities.  I’ve got to say, these are pretty conservative.  (I like Appleholic’s 2011 list much more).  Anyway, here we go…

– Verizon launch of the iPhone: Probability 95% (March qtr) (our est)

– Mac App Store: Probability 100% (Jan. 6 launch)

– iTunes cloud services: Probability 90%

– iPad geographic expansion: Probability 100%

– iPad subsidies from carriers: Probability 80%

– OS X Lion: Probability 100% (summer 2011)

And here’s when we can expect upgrades to the hardware:

– iPhone (March quarter). We are modeling for Apple to launch a CDMA version of the iPhone at Verizon in the March-11 quarter. The fifth generation iPhone will likely ship this summer with NFC capability.

– iPad (spring). We believe the second generation iPad will launch in spring 2011.

– Macs (uncertain). We have moderate confidence that Apple will release redesigned MacBook Pros in 1H11 and redesigned iMacs in 2H11.

– iPods (fall). As usual, we expect Apple to refresh its iPods in the fall.

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