Analyst: Apple ‘A6’ chip will merge iOS with OS X in 2012 so users can watch TV shows

Jefferies & Co. analyst Peter Misek in a note to clients today writes that iOS and OS X “would lead to ‘synergies,’ including better gross margins and an ease in licensing of content,” Tiernan Ray reports for Barron’s.

“In particular, Apple customers would be able to then experience TV shows and movies and such, stored in the company’s ‘iCloud,’ across phone, tablet, or, eventually, Apple television, and get the same licensed content,” Ray reports. “‘Users want to be able to pick up any iPhone, iPad, or Mac (or turn on their iTV [sic]) and have content move seamlessly between them and be optimized for the user and the device currently being used,’ writes Pisek [sic]. ‘We believe this will be difficult to implement if iOS and OS X are kept separate.'”

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Ray reports, “Hence, ‘We believe Apple is looking to merge iOS (iPhones/iPads) with OS X (Macs) into a single platform for apps and cloud services starting in 2012-13.’ Specifically, Misek sees the Macbook Air gaining Apple’s next processor, the ‘A6,’ as he calls it, in the second half of 2012, or some time in 2013…”

Read more in the full article here.

MacDailyNews Take: Misek’s reason for such an OS merger, to experience TV shows and movies and music via iCloud, is the stupidest thing we’ve heard all summer. Dude is FOS; an ass-talker. If you’re looking to him for investment advice, particularly involving Apple Inc., look elsewhere immediately.

[Thanks to MacDailyNews Reader “JES42” for the heads up.]

31 Comments

  1. I’ve been saying this for the past few years since iOS was introduced… that iOS and Max OS X will merge. Lion is probably the last iteration of the desktop OS we will see. iOS is the future, and gives purpose to Apple integrating features and aspects of each system within each other.

    My guess for the future. AppleTV is integrated into all tv sets, not Apple getting into TV business. iPads become the computer that you take everywhere with you. Your work or home offices are outfitted with large screen TV’s instead of monitors and the iPad connects to the TV and becomes your keyboard and trackpad while the TV displays your content. This will allow an individual to always have the same account/files/info/etc. everywhere they go.

    I’m getting excited just waiting for all of this to come around.. 🙂

    1. I have absolutely no doubt that the two operating systems will continue converging until they merge. I also agree that the Lion may be the last cat.

      As I had said (first time almost a year ago), in 2-4 years, iMacs will no longer be standing upright (they’ll be lying almost flat on your desk, slightly tilted up), keyboards will be optional, and mice will be discontinued. Apple will solve the issue of figuring out what is being touched with a finger, vs. what is touched by a hand that is just resting on the surface. As iOS continues to advance, the features that are needed for a robust desktop OS will slowly be implemented (some sort of file/document management for archiving, distribution and movement of work), and possibly multi-user functionality might be added.

      Not since the invention of a mouse-navigable GUI has there been such a major change in usability of a computing device. Multi-touch concept, as delivered by Apple, seems to be bringing the concept of using computing device to its rightful goal, on the same level of simplicity as using a cable TV box, or a dishwasher. There is no reason a desktop OS shouldn’t take advantage of that.

    2. OS X may become a superset that incorporates iOS on the desktop. But I do not foresee iOS disappearing as a separate entity anytime soon. I believe that iOS will continue to run all of the “appliance” Apple portable devices up through the iPad for some time to come. Of course, I may be wrong.

  2. Before merging anything how about building some freaking functionality into iOS first? Like having an easy way to make file attachments to email. Enough with hiding the file repository already. The iPad is supposed to be a functional productivity tool, not some toy.

    Also make it easy to edit mail recipients auto-complete. I don’t want to send mail to obsolete addresses. Stop playing around and fix these issuses, Apple.

    1. I absolutely agree with you. Why i cannot attach files in reply/forwards in my mail app on ipad and iphone? iOS is the best, most reliable so far mobile os, apple hardware is as solid as rock and so elegant, it is a pleasure to use it but this basic functionality present in Blackberry, Android and webOS is a must for ios users. To be honest i also tried webOS – the only rival I think for apple – also so elegant and implemented cloud concept far before apple and its very easy-to-use but its hardware is a peace of crap.

  3. This guy who Wrote this article has no idea what is software And how it interacts with hardware.
    In the current market these so called analyst are just making things up to ride the apple ascension .

    1. Yes, clueless advisors and analysts. Do they not know that iOS is a subset of OS X? I believe that they do not understand that it is the kernel that does the translation of the instructions to the CPU. Different CPU different kernel.

      Idiots.

  4. Not going to happen. There will by overlap between the two where they both can play off each other but there are some distinct differences.

    Just like a car can use a unibody frame and a truck requires a body on frame, there are certain infrastructure differences required by the devices.

  5. This guy appears to think that you need different versions of each tv show for each device you watch it on.

    Personally I would think a good move at this stage is to do a deal to bundle Apple TV’s with TV sets. Even without a cost saving, just getting it in front of people would increase sales and they wouldn’t have to really do anything.

  6. MDN is wrong this time around. This guy’s date is wrong…more like 2014. Apple doesn’t think small, and currently, iCloud is pretty average in what it will do, but
    Apple didn’t spend a billion in N.C. to just improve “push”
    They will integrate it across the board, do their own content
    licensing like Dish, DirectTV, and the cable arm-twisters do.
    It will also take out the Intel middleman and a TV/Cinema display as a monitor for all the devices and content streaming…makes perfect sense to me and 70 billion in cash can make this happen over time. Apple will be slow and careful, and eventually rule over TV and finally do what everyone else has tried to do…move into the living room.
    Watch it happen over the next few years…they now have the leverage to pull it off all the while simplifying the format wars, the licensing costs, and their own costs all in the process. It may be the A7, but unlikely the A6. I am not talking about the pro-desktop power machines…I am talking about enough processing power for the living room. It will all line up when 4G is affordable and accessible.

  7. WTF Whats this ‘merge’ talk? IOS is a subset of OS X OS X is IOS, and IOS is already a part of OS X, we don’t need no stinkin’ merge, there is NO merge.

    OTOH, lets get some better printing, filesharing, and useraccounts from OS X into IOS. That would be happy campersville for IOS devices in a multiuser education environment

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