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Analyst: Apple to launch iPhone, iTV at MWSF

updated 01:50 pm EST, Thu January 4, 2007

Analyst on MWSF keynote

Apple's iPhone will almost certainly enter a production phase of 12 million units within the next 2-6 months, and the company will likely launch its iTV wireless media streaming device at Macworld with some improvements over the September debut, according to Piper Jaffray senior analyst Gene Munster. "Despite all of the talk regarding new product announcements, or lack thereof, at Macworld, we continue to believe that the announcement of an iPhone would be positive for Apple shares and no sign of this product would be a negative," Munster said. Investor expectations over Apple's product pipeline have bolstered the company's stock in recent weeks, resulting in significant gains backed by NPD data suggesting a very busy holiday shopping season for the Cupertino-based company. Apple said it was "very excited" about its upcoming products, and industry watchers have watched the iPod-maker move toward consumer living rooms with the debut of its Front Row software that ships with new iSight-enabled Mac systems. "With the release of the iTV, a wireless media streaming device, Apple will continue its slow-but-steady push into the living room." Piper Jaffray maintains its 'outperform' rating on Apple shares with a price target of $99.

Apple's trek into the home entertainment market faces four obstacles, however, as the widespread acceptance of the iTV or similar devices is based largely on the increased availability of downloadable movies. Hollywood studios have proven reluctant to join Apple's iTunes Store for fear of angering large DVD retailers such as Wal-Mart and Target, but say they want to follow in Disney's footsteps to capitalize on the success of pay-for-play full-length movie downloads.

"We expect other studios to offer movies on iTunes within the next six months, potentially at Macworld," said Munster, who recently met with four of the six major film studios to discover four major roadblocks that are limiting the acceleration of movie downloads. Those roadblocks include Digital Rights Management (DRM) concerns, flexible pricing, fears of 'retaliation' from DVD retailers, and licensing library titles.

Addressing the rampant rumors surrounding potential Apple product releases, the Piper Jaffray has addressed the most prominent suspicions to clarify Apple's potential product roadmap moving forward. In the next 6-12 months Apple will likely debut an iPhone with a candy-bar form factor, a widescreen iPod with touch-sensitivity and wireless features, as well as a second 'smartphone' iPhone model with an integrated keyboard, according to Munster. Also likely is an iPhone storage capacity of 4GB or 8GB, alongside an iSight camera and multiple carriers as iPhone providers.

Possible but unlikely surprises within the next 12-18 months include an ultra-portable 12-inch MacBook Pro, a radio-transparent material used for the iPhone casing, an iPhone featuring 'iChat Mobile' video as well as instant messaging capability, and the release of Mac OS X 10.5 Leopard at Macworld.




by MacNN Staff

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Comments

  1. ebeyer

    Joined: Dec 1969

    0

    mobile video ichat?

    If true, I would be all over that.

  1. mgpalma

    Joined: Dec 1969

    0

    4 & 8GB too small

    I would LOVE to have an Apple phone/music player, but there is no way I can use something so small as an 8GB device. Heck my rock collection is 22GB.

  1. j0nkatz

    Joined: Dec 1969

    0

    Blah!

    I have no need for an iPhone. I have a Treo. I have no need for a iTV. I have a Xbox 360 and a TiVo. Also, don't give me more DRM, give me less if you want my business for movies. I already quit buying iTunes music because of the DRM.

    Now OS X 10.5?? I'd get a woody if that came out at macWorld.

  1. Roehlstation

    Joined: Dec 1969

    0

    Re: too small

    So you'd rather carry around a phone the size of an Hard disk iPod? Not me, Not that it matters, my current collection doesn't fit on the 80 GB drive, But are you really going to want all 22 GB of your rock collection with you everyday? Seriously, use some smart playlists to carry what you are likely going to listen too. Just because the trunk of my car will hold a tv, doesn't mean I should carry a TV around everywhere I go.

  1. Roehlstation

    Joined: Dec 1969

    0

    New MacBook Screens

    I've seen that they could update the MacBook Line with the LED backlit screens.

  1. Jeronimo2000

    Joined: Dec 1969

    0

    Bullshit

    "The device reads data at up to 62MB/sec -- nearly 100 times faster than hard drives typically found in notebooks"

    Ah - so they say the SATA drive in my MacBook Pro reads data at around 600KB/sec.

    That's... uhm, interesting.

  1. purpleshorts

    Joined: Dec 1969

    0

    Before and After

    Before - the Mac press is full of what (oh boy!) might appear. After - the Mac press is full of what (shockingly!) did not appear.

  1. christophersj

    Joined: Dec 1969

    0

    re: Blah

    j0nkatz said, "Blah! I have no need for a iTV. I have a Xbox 360 and a TiVo."

    Hey, how many HD full length movies can you put on that XBOX 360 anyway?? Oh, no external drives either? Shame.

    -Christopher

  1. testudo

    Joined: Dec 1969

    0

    Re: He never profited fro

    Um, he exchanged his options for a set of actual shares of stock. How is that 'not profiting'?

  1. resuna

    Joined: Dec 1969

    0

    where's the beef

    call me doubting thomas but where's the evidence that apple's going to produce an iphone?

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