John Paczkowski

Recent Posts by John Paczkowski

Apple Spotted Shopping Around for TV Parts

The Macintosh TV

If Apple doesn’t already have a smart television in the pipeline, it’s almost certainly considering building one. That’s the latest from Piper Jaffray analyst Gene Munster, who says the company has been scoping out the TV component supply chain as a prelude to entering the market.

“In January we spoke with a major TV component supplier who has been contacted by Apple regarding various capabilities of their television display components,” Munster wrote in a note to clients today. “We see this as continued evidence that Apple is exploring production of a television. This latest data point follows January 2011 meetings in Asia that led us to believe Apple was investing in manufacturing facilities for LCD displays ranging from 3.5″ mobile displays to 50″ television displays.”

So Apple’s reportedly been shopping around for parts that might be used in TVs.

Not the hardest of evidence that the company will actually produce one. That said, the signs do appear to be adding up. Over the past few months we’ve heard chatter claiming Apple televisions have been prototyped and that Sharp has been retooling a production line at one of its factories to produce the modified amorphous TFT LCD displays that will grace them.

If that is the case, it’s entirely possible that the TV market will be the next one Apple attempts to reinvent. And if it pulls it off, the rewards could be great. Some say Apple stands to gain an incremental $50 billion to $100 billion in market cap if it produces a compelling HDTV, one that not only trumps the competition but steals market share away from it, as the iPhone has from incumbent smartphone producers.

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