Apple: Yes, A TV In 2011, Says Ticonderoga
By Tiernan RayIn contrast to Piper Jaffray’s Gene Munster , who this morning opines that an expected ship data of later this year for an Apple ( AAPL ) Television set is too optimistic, Brian White with Ticonderoga Securities today writes that he’s inclined to believe the speculation, as it reinforces what he’d learned during a jaunt through Asia in April.
“We were the first to uncover data points that pointed to plans by Apple to launch a full blown smart TV by the end of this year,” writes White.
While we had previously highlighted why we thought Apple should enter the LCD TV market that goes beyond the current $99 TV box, our April trip provided the first data points that a full blown Apple TV product was scheduled to be launched by the end of 2011. While nothing is definitive until Apple makes an announcement, and delays in launching new products occur often in the tech world, we find today’s news story encouraging.
And while Munster believes such a device may only add a few percent to Apple’s total revenue, White thinks it would be “ yet another significant growth driver for the company ,” given Apple’s ability to charge perhaps two to three times as much as most LCD TV makers.
“Features such as FaceTime , the App Store , iTunes and gaming are a natural fit for a full blown Apple TV, combined with potential new features and technologies in the future,” writes White.
On that last score, he thinks Apple should expand its gaming capabilities for an Apple television set, given the company’s “Game Center” for iOS now has more subscribers than Microsoft’s ( MSFT ) Xbox Live.
White also thinks the buzz about the TV set could hurt LCD-related names he covers, such as AU Optronics ( AUO ), Corning ( GLW ), and LG DIsplay ( LPL ), given the prospect customers may hold off on TV purchases in anticipation, hurting an already struggling TV market.
White reiterates a Buy rating and a $612 price target on Apple stock.
Apple shares today are up 66 cents, or 0.2%, at $325.96.
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White also thinks the buzz about the TV set could hurt LCD-related names he covers, such as AU Optronics (AUO), Corning (GLW), and LG DIsplay (LPL), given the prospect customers may hold off on TV purchases in anticipation, hurting an already
Shares in AUO rose 1.51 percent to NT$20.20 before the Investment Commission's announcement, but BNP Paribas yesterday slashed the target price for AUO from NT$19 to NT$16, citing weaker-than-expected LCD TV demand, especially from Europe in the second
Taiwan-based TFT-LCD panel maker AU Optronics (AUO) will expand monthly production capacity of LCD TV modules at BVCH Optronics (Sichuan), its joint venture with China-based vendor Changhong in Sichuan, western China, from 30000-50000 units currently
For May 2011, large-sized panel(a) shipments, with applications on desktop monitor, notebook PC, LCD TV and other applications, were around 10.45 million units, an increase of 4.7% from the previous month. As for small-and-medium-sized panels,
But the latter group is expected to surpass the former in shipments in second- half 2011, according to AU Optronics (AUO). Of the global top-four LCD panel makers, Samsung Electronics and Chimei Innolux (CMI) adopt shutter glasses for their 3D TV
Quick Question: What Is The Best TV Or Monitor ... - Kotaku Australia
My basic opinion is that I prefer plasma over LCD for gaming, mainly because burn-in is pretty much impossible with new sets, and LCDs don’t really have those deep blacks and smooth motion like Plasmas do. Also – buying into a technology inherently makes you biased towards it!
But I’ll freely admit that I’m a bit out of the loop with the current LED sets, which always look so vibrant in stores.
And what about monitors? What are the best monitors for gaming?
Let us know in the comments below.
If you are aware that it’s an LED LCD then you should call it that – otherwise you are just furthering the misinformation given by the TV manufacturers. I’m a big fan of Samsung, I think that they generally make high quality products but I don’t like that mislabel and misrepresent their LED LCD TVs. What are they going to advertise when they actually sell true LED TVs where the LEDs are the sub pixels?
The Samsung LED’s are great. Ive got nothing bad to say about them. I got a series 9, 40inch and when hooked up to surround sound its an amazing experience.
LED’s are the best of Plasma and LCD there simply isn’t any competition in my mind. As for the whole 3D that comes with allot of them I would say be honest with yourself and ask how much are you really going to use it?
I prefer the overall brightness and vibrancy of LCD for games, I just personally feel it suits the type of image better than plasma. Then you can reduce the backlight a little to get that film like image for movies or TV. I’ve got a picture preset for games and one for everything else.
Like Mark though I’m probably inherently biased because I bought a Sony LCD. I love it. Very subjective topic though I think.
I gots a 40inch Toshiba LCD…it’s called Viagra or something…Viera?
Isn’t over 100hz, I noticed a difference on a mates 50inch Bravia with 200 hZ or whatever. Seemed a little more real(I may have been drunk).
I’m happy with what I got though, the main reason I upgraded is because I couldn’t read the text in next gen games.
Well i just upgraded from my old 40″ Samsung to a new 55″ Samsung D8000 (55D8000) and its spectacular!
The current generation has excellent blacks once you have tweaked the tv set so thats not an issue, and the image is crisp and beautiful.
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