Apple is on the verge of a brand new tv product to announce, says Jefferies & Co.’s James Kisner. At the least one main cable supplier would have an interest and already thinking about checking out. Kisner acquired his data from interviews with contacts within the business. The cable supplier is checking out how a lot additional capability wanted for the brand new Apple product within the broadband information networks to operate. Kisner leads out from this that an announcement of the Apple TV product within the pipeline, however leaving open the query whether or not it’s a hardware or tool product. It is usually a provider round streaming of tv photography, however simply as smartly to an HDTV.
“…Our discussions with trade contacts recommend that at the least one main North American a couple of device operator is working to estimate how a lot extra capability could also be wanted for a brand new Apple tool on their broadband information community,” Kisner writes,
Additionally Peter Misek of the identical analyst agency has make clear the topic. He has prior to now regularly an Apple HDTV envisioned. Misek nonetheless thinks Apple in calendar 12 months 2013 four.9 million HDTVs can promote in calendar 2014 and any other eleven.6 million devices. It entails a TV product that’s extra to the physique than the present Apple TV. Colleague Kisner recommends shopping for shares of Arris Team, for 2 causes. Apple would use Arris expertise within the new TV product and likewise Arris would ever be at some extent are the Dwelling division of Google’s Motorola purchase. Google desires to divest this trade, however there are additionally different competitors within the container: call to mind Ericsson, Huawei and buyers. Arris’ greatest consumer is Comcast and that might even have restricted cable supplier will have already with the Apple TV product is checking out. When calculating the height load appears on the information utilization as 50% of the Apple TV customers concurrently to an HD video circulate seem to be, as an example, on a Friday or Saturday as a popular software on TV.