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Apple headed towards proper TVs, says analyst

updated 12:05 pm EST, Mon February 9, 2009

TVs in Apple's future?

Apple is headed in the direction of producing a genuine TV, claims Piper Jaffray analyst Gene Munster. Though the company already produces the Apple TV set-top, which has in fact been enjoying brisker sales, it is thought that the company may be interested traveling further in the direction of consumer electronics, spurred on by the success of the iPod and the iPhone. A true Apple TV could let the company merge existing functions with live broadcasts and extra Internet services, Munster suggests, and make Apple synonymous with the world of electronics and "lifestyle" accessories.

While there is no direct evidence of a TV in development, Munster does observe that Apple forged a $500 million deal with LG Display last month. LG already supplies some 70 percent of screens for current Apple products, but it is thought that the deal may be a harbinger of greater plans; the former company is, notably, experienced in building LCD and plasma TVs.

Munster further speculates that a "future product transition" -- mentioned by Apple CFO Peter Oppenheimer in July -- could have been a veiled reference to TVs, given that the transition was cited as a reason why gross margins would fall in sequential quarters. Suggestions previously pointed to tablets, new iMacs and/or lower costs on iPods as a trigger for lower margins. Apple has refused to comment on the possibility of TVs.

by MacNN Staff



  1. Guest

    Joined: Dec 1969


    Jeebus, MacNN, enough!

    I really need to take MacNN out of my daily reading list. From what I can tell, MacNN posts this idiotic "analyst sez" c*** for hits and nothing else. Of course, dimwits like me keep clicking on them.Are any of these guys ever right about anything? The guy practically admits he's just making s*** up.Sony just downsized their entire TV division. Sony. Why would anyone with half-a-brain think that Apple would even want to get involved in TVs in this environment? I would imagine the R

    Comment buried. Show
  1. testudo

    Joined: Dec 1969


    are you kidding?

    If Apple came out with a TV, there'd be the usual fanboys waiting in line to buy one....

  1. stwf

    Joined: Dec 1969


    yet again

    this rumor surfaces. Why would Apple want to get into the TV/DVR market. Look at how Tivo struggles to stay alive.

    When CableCard finally dies Tivo better adapt quickly or it will die too. Not a good space to introduce a new product into.

    Plus the big screen TV market is completely ruled by price. This is also contrary to everything Apple has had success with.

  1. Bobfozz

    Joined: Dec 1969


    am with you

    Someone should keep a scorecard on these "anal-ysts" in how often they are right, partly right, and just completely out there. I remember when Jeanne Dixon, the astrologist was alive, someone DID do a scorekeeping on her predictions and she got zillions of them wrong! But every year these tabloids would tote her up. Munster is a nut case and Shaw Wu is less so but still flaky.It doesn't bother them to be wrong. I wouldn't hire them.

  1. Guest

    Joined: Dec 1969



    Netflix is kicking AppleTV in the arse. No one wants to "buy" tv shows to litter their hard drive.

    Subscription service for TV shows please.

  1. nhmlco

    Joined: Dec 1969


    Munster is an idiot

    First, Munster is an idiot.

    Second, Munster is an idiot with a dismal track record.

    Third, why would Apple get into the TV market and have to compete with all of the various sizes and brands available at Best Buy?

    Why not, oh, I don't know, create some kind of a box that provides those services to every TV out there............

  1. Zaren

    Joined: Dec 1969


    Uncle Gene, again?

    He's been predicting this for over a year now. I'm thinking that it's just something he wants to see.

  1. iphonerulez

    Joined: Dec 1969


    Munster must have

    really burned his clients last year with those lofty price targets. I know I would have been pissed after being psyched up for riches. Glad I was skeptical and didn't buy too many shares when Apple was high and heading for the stars. And then the fall..... Yes, of every stock on the planet, but still....
    I say no to a real Apple TV brand. I'm sure it would be way too expensive just like their computer displays are. I mean, too expensive for me, and I only buy Apple products.

  1. Peter Bonte

    Joined: Dec 1969


    a real Apple TV

    Its hard to imagine Apple selling a regular TV but that market is also extremely competitively priced, no way they can keep the price the same for half a year.

    Maybe wait until the prices settle and have the aTV built in, better yet offer the aTV as a built-in option to other manufacturers and let them do the fighting.

  1. TheSnarkmeister

    Joined: Dec 1969


    I concur...

    This is a stretch.

    If Apple is going to make any aggressive move, it would make far more sense to move into the telecommunications delivery market. If I were sitting in the Big Office at Apple right now, I'd seriously be considering a bid for both Palm and Sprint.

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