iPad mini and iTV in full production, analyst claims

By , Aug 17, 2012

Hot on the heels of a pair of reports by usually credible The Wall Street Journal asserting Apple’s been working on a set-top box with cloud DVR and premium cable TV content, an analyst wrote in a note to clients today that a rumored iPad mini and an Apple-branded television set are both in full production now.

Based on supply checks, the note calls for 25 million iPad mini units for the September quarter and an additional 30 million units for the December quarter, which would peg iPad mini shipments for the calendar 2012 at a cool 55 million units….

As relayed by Fortune, Jefferies & Co. analyst Peter Misek also wrote in a note to clients that Apple’s rumored full-blown HD TV set dubbed iTV is in full production now possibly showing up in stores in time for Christmas.

The iTV will sell two million units in the December quarter for an estimated average selling price of $1,250, he contends. Apple could also release the iTV in early-2013 because countering Amazon, Google, Samsung and other vendors with the iPad mini could be its first order of the business.

Misek is also shooting for at least eight million iPad minis in the quarter.

Here’s an excerpt from Misek’s note:

Recent data out of Sharp, Hon Hai and other specialty chemical and TV component suppliers support this. We believe Apple will leverage AT&T‘s and Verizon’s content deals for the iTV.

As pointed out on Twitter (via 9to5Mac), Apple is looking to partner with carriers AT&T and Verizon Wireless to sell the $1499 iTV with a two-year AT&T UVerse or Verizon FiOS contract, with Apple getting “something like $2000 per TV”.

In addition to that premium Apple television deal, Apple could be looking to sell set-top-boxes for Comcast customers.

Earlier in the week, The Wall Street Journal caused quite a commotion with claim that the Apple TV could be used as a set-top box for cable TV operators, marking a major shift in Apple’s living room strategy with its $99 hockey puck device.

The New York Post asserted back in March that Apple failed to negotiate premium deals because content owners were wary of financial terms and how any deal with Apple might antagonize their existing relationships.

Last month, Apple’s CEO Tim Cook was spotted at the Allen & Company Sun Valley Conference, reportedly lining up media moguls for a series of one-on-ones on premium content partnerships.

As for the next iPhone, Misek estimates Apple will have about 15 million iPhone 5 units built by mid-September, when Apple is expected to deliver what he described as “the biggest handset launch in history”.

Now, remember that Jefferies & Co. believes in the iTV so much that it in an April note to clients that Apple would start to manufacture in June/July what it referred to as the iPanel, an HD TV set that will be “so much more than a TV. It’s a display, gaming center, media hub, computer, home automator, etc.”, Misek wrote back then.

Is Misek smoking something or could Foxconn really be assembling iTVs as we speak, without a single parts leak of credible supply chain rumor preceding it?

  • Share:
  • Follow:
  • http://twitter.com/imperiumSG Andy M.

    i want that tv set up. its sexy.

  • AforAppleAforAndoid

    R.I.P Nexus7/GS3

    • http://www.youtube.com/user/sashundera91 Sashundera

      Stfu retarted gypsy

      • http://www.iTechBlog.in/ taran

        i love when droidfan whine…!!!!:p

      • http://www.youtube.com/user/sashundera91 Sashundera

        Stfu apple sheep. Android is always better.

      • http://www.iTechBlog.in/ taran

        haha…typical fandroid….knows all the shortcomings of their OS and still shout v r d best….PITY…;D

      • http://www.youtube.com/user/sashundera91 Sashundera

        What? Can you talk english, because I dont understand nonsense? Typical apple retard, talking nonsense only, lol

      • http://www.iTechBlog.in/ taran

        Sorry idk your version of non human english….btw you seem to be real intelligent(pun intended), so what exactly you are doing on an apple site…TROLL…:p

      • http://www.youtube.com/user/sashundera91 Sashundera

        Im doing whatever the fuck I want, sheep. Actually I came to this site for another dickhead, but you decided to stick your nose into other peoples business ..

      • http://www.iTechBlog.in/ taran

        Very good…go to your cheap android blogs and use your cheap language there, with your cheap android phone….

      • http://www.youtube.com/user/sashundera91 Sashundera

        Haha my android phone is surely better than your glass easy breaking iBrick, and I will go back to my awesome android blog, so stfu now. Sheep.

      • http://www.iTechBlog.in/ taran

        We are more than happy with iBrick….you be happy with your CHEAP plastic….btw dont worry samsung will soon copy our glass design too…COPIER…;D

      • http://www.youtube.com/user/sashundera91 Sashundera

        Haha says the morn with the OS that has copied everything from android .. lolol be happy with your ibricks and your shitty updates every year, and with thousand stack of icons .. My S3 will always be better than your iBricks.

      • http://www.iTechBlog.in/ taran

        I get updates like every 3 months…which your samsung phones neva get…how much time did samsung take for ics on s2..??…10 months…omg…:p
        And apple copied android….nowthat i havnt heard before, even from a fandroid….clear ur facts first….apple have sued google not vice versa….:)

      • http://www.youtube.com/user/sashundera91 Sashundera

        You stupid moron, Apple has never sued Google. If they do that, they will loose millions of dollars for nothing. And all you see from your stupid iOS 6 is copied from ICS!! Fact. Google it and see for yourself … And I wasnt talking about the software updates, retard. I was talking about the iPhone 4 update .. aka 4S. Whats new about it? Siri only? Yep.

  • http://twitter.com/Jim_Gresham Jim Gresham

    The supply chain parts might not be so obviously Apple’s products. We wouldn’t know what to look for necessarily. There hasn’t been an iTV before!

  • http://twitter.com/therealjdizzle Jason Masters

    Based on supply checks lmao!!
    They must be using the ID ten t forms.