Saturday, November 26, 2011

Apple iTV May Crash CES Party


Rumors of an upcoming Apple iTV have been flying for quite some time, but the latest batch of information reaching us from China has a level of detail that makes us wonder just how close this new device really is. Word has it that Apple is wrapping up negotiations with cable providers, but the hardware appears to be finalized and may be in production at this time.


Specs
Speaking on condition of anonymity, our source described the “iTV” as a device looks similar to a Mac desktop LCD and will become available in 42-inch, 46-inch, and 52-inch sizes. The 240 Hz LED TVs appear to be targeted at the U.S. only and could get smaller screen sizes to accommodate other geographies as well. The TVs integrate Apple’s A5 dual-core processor, WiFi as well as Bluetooth wireless networking.
The note also mentioned up to 64 GB of flash memory as local storage, but we are not so sure about this one, as iCloud will be a killer application that enables the iTV to become the information hub of the consumer’s digital life. Not only will all information be available in one place, but there will also be apps that are bridging the iPhone, the iPad and iTV as the iTV will also run iOS.

Standout Features: Siri, gestures
Our source was rather passionate about this TV and mentioned that the iTV “will revolutionize” the TV viewing experience. One of the key components will be Siri, which will allow for natural language voice control. Similar to the iPhone 4S experience, consumers will be able to retrieve information based on voice input and this Siri will also be aware of information that is stored on an iPhone or iPad and connect information such as calendar data.

There was a note of gesture recognition, similar to what Microsoft’s Kinect does. However, we have doubts about this one as Microsoft has patented Kinect left and right and we don’t believe that Microsoft would grant Apple access to this technology, given its substantial investments. However, Apple received an open-air gesture patent some time ago, which leveraged light beams to recognized the position of body parts such as hands relative to the screen. From a user perspective, this makes a lot of sense, but we don’t know whether this is a feature that will really be available.

Consumption vs. creation
Our source mentioned that there will be no keyboards as these TVs are designed to be pure content consumption devices and not content creation devices. While content can be controlled via iPhones, iPods and iPads, we were told, Apple does not envision these TVs to be web browsing products or email clients. Makes sense to us as email works much better on personal devices and does not tend to be a public application whose content you would want to share with anyone who walks in your living room. We have no information about any control devices, but are told that gestures are the main input method. Subjectively, we could imagine simple trackpads or touchscreen devices that serve as controllers for those who do not have an iPod, iPhone or iPad.

We have no information on the price of the TV.

However, we were told that the TV is in production and could be shipping in the near future and Apple could be targeting a January announcement – which would coincide with the Consumer Electronics Show in Las Vegas.

Needless to say, there is no way to verify whether the information we received is, in fact, true. However, we give our senior management source a reasonable level of credibility.

However, whether true or not, we are hearing more chatter about a TV built by Apple. The specs are rather secondary as Apple CE devices have never been about hardware specs. If such a device will be offered, we know that it will be another device that focuses on a cohesive consumer experience that is in line with the experience offered by the iPod, iPhone and iPad. We know that it can’t be just a TV – it needs to be a device that redefines video content consumption just like the iPhone redefined the cellular phone.

Siri, gestures and iCloud have every potential to do just that.

Wolfgang Gruener in Products on November 25

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