Wedge Partners


'Wedge Partners' Articles

Next-Generation iMac to Potentially Offer Television Functionality?

Forbes reports on a new research note from Wedge Partners analyst Brian Blair suggesting that Apple may bring some aspects of its rumored television set to the iMac with a revision in the first half of next year.Blair envisions the company pushing the largest screen sizes of the iMac toward the TV market by integrating Apple TV and iCloud features into a slimmer all-in-one PC with TV capabilities. “We think this makes sense because while we typically think about the newest TV’s hanging on the wall in large form factors, Apple could effectively start with what they already have on the manufacturing line and slowly push their offering from 27 inches and scale up from there to 32 inches and then move on to the 42, 50 and 55 inch market,” he writes. “In short, we believe the initial Apple TV is their iMac computer that can function as a TV, over the iCloud platform.”While the full context of the claim is not included in the Forbes report, the claim is referred to as "speculation" on Blair's part and no specific evidence to support it is offered. Apple had previous offered its "Front Row" software for OS X, providing users with a full-screen media display to allow easy access to content while interacting with their Mac via the remote control previously included with most Macs. Front Row debuted on the iMac in 2005 and made its way throughout Apple's Mac lines, but was gradually phased out until it was completely removed in OS X Lion. Apple is said to be developing a television set product featuring Siri-powered voice input, with a release rumored for late 2012 or

'iPhone 4S' to Debut as Only New iPhone Next Month?

BGR reports on a new research note from Wedge Partners analyst Brian Blair, who claims that Apple will be introducing only one new iPhone model, the so-called "iPhone 4S", at its October 4th media event. The claim runs contrary to some other recent rumors that Apple will be introducing both an iPhone 4S and a redesigned iPhone 5, but agrees with other analysts who have seen no sign of a redesigned iPhone 5 coming through Apple's supply chain.“We expect the focus of the new iPhone will be iOS 5, a speedier A5 processor and a higher resolution 8 MP camera with a small possibility of a larger 4 inch screen,” Blair wrote. “We believe the casing will be largely similar to the iPhone with some particular modifications to the antennae [sic]. We don’t expect a second, dramatically different iPhone to accompany this as we don’t think Apple needs to have 3 models in the market to address the high end, mid-tier and low end since the iPhone 4 (with memory lowered to 8 GB) will drop to $99 and effectively attack those markets.”The complete lack of parts evidence for a redesigned iPhone 5 has led to serious questions about the potential for such a device being launched this fall, and with the iPhone 4S having been seen sporting an A5 processor it seems possible Apple may be planning only the iPhone 4S as its next-generation iPhone