Following reports from The Wall Street Journal this week claiming Apple is in negotiations with cable TV operators for a new Apple TV set-top-box, today a report from Jefferies analyst Peter Misek claimed Apple’s much rumoured HDTV is “in full production”. The report is covered by Forbes and Barron’s.
While referring to the platform as iTV, Jefferies added Apple is planning to partner with Verizon and AT&T in addition to selling set-top-boxes for cable providers such as Comcast. According to the report, Apple will offer a “premium Apple television” offering content from Verizon and AT&T, as well as giving users an option for just a cable box for Comcast and possibly other cable operators.
Content for users outside of the US was not discussed in the report. Jefferies is now including 2 million iTVs in its model for early 2013 with an average sale price of $1,250.
Misek notes that recent data out of Sharp, Hon Hai and other specialty chemical and TV component suppliers support this.
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