Analyst sees iCloud as further evidence of Apple television coming late 2012

“Gene Munster with Piper Jaffray on Thursday reiterated his long-held stance that Apple is working on its own full-fledged television set, rather than just a set-top box like the current Apple TV,” Neil Hughes reports for AppleInsider.

“He said the forthcoming iCloud service would make an Apple-branded television even more plausible,” Hughes reports. “‘Apple’s iCloud service for media storage makes it easier to own multiple devices and share content among them,’ he said in a note to investors. ‘At first the only media iCloud will store is music and pictures, but we believe Apple may add movies and TV shows purchased or rented in iTunes to the iCloud service, which could be viewed on a TV.'”

Hughes reports, “In fact, last month it was said that Apple was in negotiations with movie and television studios, in an effort to allow customers to re-download purchased content on multiple devices.”

Read more in the full article here.

MacDailyNews Take: As we wrote on Tuesday:

Apple TV is wonderful. If you don’t have one, you should get one. Building it into TV sets makes sense. Everyone who sees Apple TV in action wants one (just imagine if Apple actually advertised it to TV audiences on *gasp* TV!) Wait until Apple turns on the apps, releases the SDK to developers, and adds TV Shows and movies to iCloud – the sky’s the limit! If Apple unveils Apple-branded televisions, they will be a huge hit.

One thing’s for sure: If Apple does enter the TV business, Gene Munster will be grinning.

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Rush Limbaugh: Apple TV and AirPlay are cool – January 07, 2011
Gartenberg: Apple TV quickly going from hobby to serious business – December 27, 2010
Frommer: Get ready for the Apple TV App Store – December 21, 2010
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Engadget reviews new Apple TV: Video clarity is impressive; audio quality is also superb – September 29, 2010
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  1. Not so sure about MDN’s take. I own one and it’s nothing special, still. Very little movie content and I don’t buy much myself, so I don’t use it very much. Add gaming and apps, then we can talk.

    1. A product that does 20 things should not be denigrated by focusing on one. Apple TV is far more than a movie rental machine. It’s a special product when you use its full capabilities.

      1. AppleTV — yes, but I do not see exactly why Apple would enter TV set business:

        1) there is no way Steven Jobs would agree to release a product line with lower than Apple’s typical 40% margin, what is twice higher than this industry’s average;

        2) while integrated AppleTV+actual TV set would definitely interest many buyers because of convenience and services added, it can not be big-scale popular business — unless Apple would offer something exceptionally unique.

    1. Apple says sorry, but they can only offer things to consumers that will drive hardware SALES. Giving away hardware is counter-productive to increasing hardware sales.

      1. Do you have English comprehension problems? Perhaps you should be put through the Eric Schmidt English remedial class.

        Hey stupid he wasn’t referring to Apple giving away hardware for free but Apple giving an incentive to students buying back to school Macs by giving Apple TV costing $99, as an option instead of Mac App Store vouchers amounting to $100.

        1. Hey” Balmer’s Left Nut”: There’s no excuse for being such an inconsiderate prick on MDN. People are all different, and have different levels of understanding. And yes, some readers are not native English speakers.

  2. I don’t think building software into the TV necessarily makes sense. When you think about it, people update their TVs once every 5-10 years. In order for the Apple TV software to remain up-to-date, an Apple television set would have to support software updates at least five years out. People’s TV-purchasing habits just don’t line up with how often Apple wants people to update devices (every 2-4 years for mobile devices, 3-6 for Macs).

  3. I would still want to hook up other devices (XBox, Playstation, Wii) to the TV, so if the combined set can’t do that, I would still rather have my AppleTV separate from the television itself. I’ll wait and see. 🙂

  4. This is idiotic. There is nothing Apple can bring to TVs that they are not already doing with AppleTV. ANd an AppleTV costs 130 bucks here in Canada. A 55″ LCD is still 1200 to 200 depending on features.

  5. TVs are essentially commodities, with little differentiation beyond price and that can be misleading. My VISIO has a better picture than my Sony Bravia, a simpler UI and a remote that doesn’t try to lock you into a slew of companion products. Apple doesn’t do commodities.

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