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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Just as the atom bomb was the weapon that was supposed to render war obsolete, the Internet seems like capitalism’s ultimate feat of self-destructive genius, an economic doomsday device rendering it impossible for anyone to ever make a profit off anything again. It’s especially hopeless for those whose work is easily digitized and accessed free of charge.

— Author Tim Kreider on not getting paid for one’s work