Archive for October 25th, 2011

Rumors of an Apple-branded television have been circulating for years, and now have revived after release of Steve Jobs’ authorized biography, where he claims that he finally “cracked” problem. Some analysts expect that Apple may release a new television set as soon as next year. Among the newly presented evidence is a claim that prototypes of the Apple television set are now "in the works".

- Based on Jan-11 meetings in Asia (not with component suppliers), we believe Apple is investing in manufacturing facilities and securing supply for LCD displays. These displays could range from 3.5" mobile displays to 50" television displays.

- More recently, in Sept-11 we met with a contact close to an Asian component supplier who indicated that prototypes of an Apple television are in the works.

Other evidence is several patents and patent applications filed by Apple that addressing the company's work into television-related technologies.  Our expectations from Apple TV include integration with iCloud that would provide access to iTunes Store video content.  Apple is believed could sell 1.4 million television sets at an average selling price of $1800 in 2012, ramping up to 4.3 million units by 2014 as costs drop to an average selling price of $1400.

Sherwood offering in EasyPay system of Apple's retail store

Apple is planning to launch a new program allowing customers to pickup items ordered through the online store at their local Apple Stores. The program known as Sherwood will allow to order any product available at the online store, including gift-wrapped and engraved products, custom-configured Macs, and a full range of third-party accessories.

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Yesterday Apple quietly released a minor update to its MacBook Pro line. Now upgraded laptops offer better processor, and in some cases graphics and/or storage options at the same price points as the previous models.

13-inch MacBook Pro:

• Processor options move to 2.4 GHz and 2.8 GHz options.
• Hard drive options offer increased capacity up tо  500 GB in the low-end configuration and 750 GB in the high-end configuration.

15-inch MacBook Pro:

• Standard processor options move to 2.2 GHz and 2.4 GHz options. The high-end custom processor option has now a 2.5 GHz speed.
• For discrete graphics, Apple now offers the AMD Radeon HD 6750M to the low-end configuration with 512 MB of memory and given the high-end configuration a Radeon HD 6770M with 1 GB of memory.
• Hard drive has been bumped to a 750 GB.

17-inch MacBook Pro:

• Processor speeds have been bumped to a 2.4 GHz base processor with a 2.5 GHz option.
• Graphics have been improved to the Radeon HD 6770M, also with 1 GB of memory.
• Hard drive has been bumped to a 750 GB.

Ten years ago, on October 23rd, Steve Jobs introduced the first iPod. This music player seems to be partly responsible for Apple’s comeback and success. It also paved Apple the way to the consumer electronics market. Macworld provides a nice story detailing how the iPod came to be:

Behind every successful product lies a problem in search of a solution. The inspirational problem, in the iPod’s case, involved the pitiful state of the young MP3 player market in the late 1990s.

Portable MP3 players had been around since the mid 1990s, but Apple found that every one on the market offered a lackluster user experience. Steve Jobs had a strong term for gadgets like that: “crap”. Everyone at Apple agreed.

Initial reaction to the iPod wasn’t favorable. Customers complained against lack of wireless and space. They called it “lame” and thought that the iPod would never start taking off. But time tells that all those critics were wrong. Now iPod line of  portable music players is one of the most popular worldwide. Ten years after the launch, the iPod has sold over 304 million units.