We all know that Apple’s HDTV is set to revolutionize the TV industry, but what about the content industry? Would the idea of an Apple TV set with Siri, FaceTime, and Airplay, an iSight Camera, along with the look and feel of an Apple product not be enough for you to want to buy one? I would say yes, as would a few others, I assume. I found myself arguing with a friend about the idea that Apple could not release anything until it got its content partnerships worked out. I, personally, could not disagree more. I would think Apple would be prone to releasing a fantastic television set that revolutionizes the TV hardware/software industry and not even worry about the content right away.
Following our supply chain checks, we have increased confidence Apple will launch a 50-plus inch LCD-TV product by [the first fiscal quarter of 2013].
Have you missed Gene Munster and his Apple TV-related “predictions” yet? Piper Jaffray analyst wrote a new note to clients claiming he has heard from “a major TV component supplier” that they had been contacted by Apple regarding “various capabilities of their television display components.” Munster sees this as “continued evidence that Apple is exploring production of a television.” Munster added that Apple had a series of meetings in January 2011 in Asia because the company “was investing in manufacturing facilities for LCD displays ranging from 3.5″ mobile displays to 50″ television displays.”