Piper Jaffray’s Munster finds more evidence of Apple television

“Piper Jaffary analyst Gene Munster has been one the loudest and longest proponents of the notion that Apple is getting ready to enter the television business,” Eric Savitz reports for Forbes. “And this morning he reports that there is more evidence to support his view that the company is likely to launch its first TV products late in calendar 20120 [sic].”

“Munster writes that the latest data points follows meetings in Asia last year that pointed to the conclusion that Apple is investing in manufacturing facilities for LCD displays ranging from 3.5-inch mobile displays to 50-inch television displays,” Savitz reports. “In September, Munster adds, he met with a contact close to an Asian supplier ‘who indicated that prototypes of an Apple Television are in the works.'”

Savitz reports, “‘We believe that Apple only enters mature markets with the goal of revolutionizing them, as it did with the smartphone,’ he writes. ‘In television, we see an opportunity for Apple to reinvent how consumers discover and enjoy video on their TVs and mobile devices (live TV, previously aired shows, movies, user generated content, etc.). Without a revamped TV content solution, we do not think Apple enters the TV market. Since we know Apple is exploring television hardware, we are therefore led to conclude that the company is exploring a solution for live TV, and this solution could be one that has not yet been taken mainstream.'”

Read more in the full article here.

Steven Musil reports for CNET. “The analyst outlined three scenarios for delivering live TV content, including simply enabling the TV to manage a live TV service from within a unified interface, as well as offering access to live TV from network programming in combination with Web-based video services. Apple could also offer monthly content subscriptions on an a-la-carte basis–a scenario Munster described as ‘the most challenging scenario due to existing licensing arrangements.'”

Read more in the full article here.


    1. You’re my here, BLN.

      No matter how crappy my day is going, I can come on MDN, read one of your posts, and remind myself that “at least I’m not *that* guy…”

      And not *just* because of where you hang…

      1. As one of the regulars here posted, BLN is the entity formerly known as ‘Stockboy,’ who frequented this site within the past few years and never had anything good to say about Apple. He’s a goober.

    2. You know this because?
      You have certain insider knowledge of exactly what the product looks like, how it works, and, most important of all in the context of your comment, exactly how much Apple are planning on charging.
      Wait, what’s that you say? “I’m sorry, I haven’t got the slightest fucking clue as to what I’m talking about”. You’re dead right there, pal, you haven’t got the slightest idea what you’re talking about, a fact that is all too clear to everyone else on here.

    3. The price product hasn’t even been announced yet, and you’re crying about the price?

      Hey, look at the bright side, I’ll bet the screen will be larger than 3.5″!!!! LMFAO!!!!!

  1. I can sympathize with the typo. The year is 2012, my zip code is 20120, so I always have to finish typing the date with the backspace key. Could it be that Gene Munster lives in the neighborhood?

  2. Up to 50″ huh? Do a search for 50″ LCD TVs and see how many you find.

    You think Apple’s going to make a plasma TV?

    When you can’t get stuff like this right, or question you “sources” when they don’t get it right, you should consider writing about something else. Gene seriously needs to STFU.

    Wrote this a year and a half ago…


  3. Gene Munster is Jack McGee and the mythical Apple TV set (not the current box) is his incredible hulk.

    Don’t make Apple angry, Mr. Munster. You wouldn’t like them when they’re angry.

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