John Paczkowski

Recent Posts by John Paczkowski

Supply Chain Chatter Has Two Apple TVs Targeted for Midyear Launch

The rumored Apple television now has a rumored launch date and a few rumored screen sizes as well.

Supply chain sources tell the occasionally reliable Digitimes that Apple hopes to launch the device in either the second or third quarter of 2012 and that initially it will be available in two sizes, 32 inches and 37 inches. The so called “iTV” will reportedly run on a Samsung chip and feature modified amorphous TFT LCD displays manufactured by Sharp, which has been rumored to be retooling a production line at one of its factories specifically to manufacture them.

Assuming Digitimes’ report is accurate, which is a big assumption, Apple would seem to be gearing up to disrupt yet another industry with one of its trademark seismic shifts. And if it succeeds, the rewards could be massive.

UBS analyst Maynard Um says Apple stands to gain an incremental $50 billion to $100 billion in market cap if it manages a successful television-set offering, one that not only stands out from the competition but steals market share away from it, as the iPhone has from incumbent smartphone manufacturers.

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The best and brightest are usually put to work on optimisation. … They will then go forward and solve the inefficiencies, and that’s where 99% of most energy is spent on. But, at some point you run out of room to improve things, and that’s when you have to step aside and ask, can we make it different?

— Horace Dediu, in a podcast interview with William Channer