Next-generation iPhones likely to focus on internal improvements.
Analyst Speculation Points to 2013 for Launch of Apple Television Set
We continue to view Apple TV hardware as a 2013 event.CLSA does not offer a specific rationale for its belief that the Apple television won't debut until next year, but a number of rumors from last year suggested that it could appear in either late 2012 or early 2013. More recent reports have claimed that component suppliers have already begun moving parts for the Apple television, with a launch potentially coming in the fourth quarter of this year.
The timing of Hon Hai/Foxconn's equity stake and partnership with Sharp along with Hon Hai Chairman Terry Gou's separate 46.5% investment in Sharp's Sakai City plant lends further credibility that Apple TV is in the works. This also follows reports that Apple is investing ~$1.3bn in equipment destined for Sharp facilities.
CLSA does not have a particularly prolific track record, but the only previous report we have on record from the firm is an incorrect one from June 2011 claiming that an LTE-equipped iPad would launch ahead of the 2011 holiday season. The new iPad with LTE support of course didn't launch until earlier this month.