Foxconn Accelerating Sharp LCD Panel Orders to Launch Apple Television for Holiday Season?
In a new research note published today, Topeka Capital Markets analyst Brian White points to a new report from Chinese business site 21cbh.com claiming that Foxconn/Hon Hai has accelerated its schedule for ordering television-sized LCD panels from Sharp, fueling speculation that the panels are destined for an Apple television set that could debut in time for the holiday shopping season this year. Foxconn and Sharp announced a partnership earlier this year to advance LCD technology, a move some observers have seen as closely tied to an Apple television set.
This morning, the Chinese character version of 21cbh.com indicated in an article that Hon Hai Precision expects to start receiving LCD TV panel orders from Sharp in 3Q12 instead of 4Q12 as was originally planned. Recall, Hon Hai invested in Sharp earlier this year to secure LCD panels that we believe will largely support a new Apple TV. Based on a recent interview by 21cbh.com with a Sharp executive and information from sources at the company, the online news source believes the order is for the new Apple TV and could be available for the holiday season. In our view, a holiday launch would make for a very merry holiday season for Apple and consumers. However, we will continue to monitor the data points surrounding the timing of this launch as they could change.
In his new note, White also reiterates his claims from earlier this month regarding Apple's use of Kinect-like motion sensing technology for controlling the forthcoming television set, with the device also including an iPad-like touchscreen remote.
White continues to be one of the most optimistic analysts regarding Apple, maintaining his 12-month price target for the stock at $1,111. He believes that Apple could generate $10 billion in revenue from its television set in the first year, operating under the assumption that Apple's device will command a higher price than its competition's products and that the company will be able to grab 2% of the LCD television market in its first year.
Popular Stories
iOS 18.1 will be released to the public in the coming weeks, and the software update introduces the first Apple Intelligence features for the iPhone. Below, we outline when to expect iOS 18.1 to be released. iOS 18.1: Apple Intelligence Features Here are some of the key Apple Intelligence features in the iOS 18.1 beta so far: A few Siri enhancements, including improved understanding...
While the iPhone 16 series was released just a few weeks ago, there are already many rumored features for the iPhone 17 models, and especially for the Pro models. Below, we recap five key new features rumored for the iPhone 17 Pro and Pro Max so far: 24MP front camera for all iPhone 17 models: All four iPhone 17 models will feature an upgraded 24-megapixel front-facing camera, according...
Apple today stopped signing iOS 18.0, preventing iPhone users who have upgraded to iOS 18.0.1 from downgrading to iOS 18. Apple released iOS 18.0.1 a week ago on October 3. It is not unusual for Apple to stop signing older versions of iOS within a week or two after a new version of iOS is released. When Apple stops signing an update, it can no longer be installed on an iPhone due to a...
Apple often releases new Macs in the fall, but we are still waiting for official confirmation that the company has similar plans this year. We're approaching the middle of October now, and if Apple plans to announce new Macs before the holidays, recent history suggests it will happen this month. Here's what we know so far. As of writing this, it's been 220 days since Apple released a new...
Apple's iPhone development roadmap runs several years into the future and the company is continually working with suppliers on several successive iPhone models simultaneously, which is why we sometimes get rumored feature leaks so far ahead of launch. The iPhone 17 series is no different – already we have some idea of what to expect from Apple's 2025 smartphone lineup. If you plan to skip...
In iOS 18.1, there is a new option to set a "Primary" email address in the Settings app, which means it is easier to change the main email address associated with your Apple Account. The Primary email address is the one that is visible to other people when collaborating on and sharing documents, sending calendar invites, and more. Apple did not previously make it easy to change an Apple...
Alleged photos and videos of an unannounced 14-inch MacBook Pro with an M4 chip continue to surface on social media, in what could be the worst product leak for Apple since an employee accidentally left an iPhone 4 prototype at a bar in California in 2010. The latest video of what could be a next-generation MacBook Pro was shared on YouTube Shorts today by Russian channel Romancev768, just...
Rumors strongly suggest Apple will release the seventh-generation iPad mini in November, nearly three years after the last refresh. Here's a roundup of what we're expecting from the next version of Apple's small form factor tablet, based on the latest rumors and reports. Design and Display The new iPad mini is likely to retain its compact 8.3-inch display and overall design introduced with...
